Civic Intelligence

Norman C Schultz Foundation

990PF • Fiscal year 2018 • EIN 43-1310425

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile
74215 Desert Rose LaneIndian Wells, CA 92210

(415) 350-9890

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

8th percentile

-58%

Higher net margin than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

24th percentile

-4.6%

Faster asset growth than 24% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,641,599

Down $68,406 (-4.0%) from 2017

Net Assets

Down

$1,641,599

Down $68,406 (-4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Up

$117,112

Up $961 (+0.8%) from 2017

Expenses

Down

$185,518

Down $22,633 (-11%) from 2017

Net Income

Up

-$68,406

Up $23,594 (+26%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,296,474Liabilities 2011: $02011Assets 2012: $2,214,880Liabilities 2012: $02012Assets 2013: $2,061,038Liabilities 2013: $02013Assets 2014: $1,918,559Liabilities 2014: $02014Assets 2015: $1,890,976Liabilities 2015: $02015Assets 2016: $1,802,005Liabilities 2016: $0Net Assets 2016: $1,802,0052016Assets 2017: $1,710,005Liabilities 2017: $0Net Assets 2017: $1,710,0052017Assets 2018: $1,641,599Liabilities 2018: $0Net Assets 2018: $1,641,5992018Assets 2019: $1,529,333Liabilities 2019: $0Net Assets 2019: $1,529,3332019Assets 2020: $1,632,418Liabilities 2020: $0Net Assets 2020: $1,632,4182020Assets 2021: $1,558,775Liabilities 2021: $0Net Assets 2021: $1,558,7752021Assets 2022: $1,474,638Liabilities 2022: $0Net Assets 2022: $1,474,6382022Assets 2023: $1,460,706Liabilities 2023: $0Net Assets 2023: $1,460,7062023Assets 2024: $1,442,044Liabilities 2024: $0Net Assets 2024: $1,476,5092024

Highlighted filing

2018

Assets$1,641,599
Liabilities$0
Net Assets$1,641,599
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $141,190Expenses 2011: $244,717Net Income 2011: -$103,5272011Revenue 2012: $150,493Expenses 2012: $232,087Net Income 2012: -$81,5942012Revenue 2013: $162,251Expenses 2013: $316,093Net Income 2013: -$153,8422013Revenue 2014: $128,756Expenses 2014: $271,235Net Income 2014: -$142,4792014Revenue 2015: $122,767Expenses 2015: $150,350Net Income 2015: -$27,5832015Revenue 2016: $110,846Expenses 2016: $179,942Net Income 2016: -$69,0962016Revenue 2017: $116,151Expenses 2017: $208,151Net Income 2017: -$92,0002017Revenue 2018: $117,112Expenses 2018: $185,518Net Income 2018: -$68,4062018Revenue 2019: $111,176Expenses 2019: $200,311Net Income 2019: -$89,1352019Revenue 2020: $266,762Expenses 2020: $149,174Net Income 2020: $117,5882020Revenue 2021: $106,649Expenses 2021: $180,292Net Income 2021: -$73,6432021Revenue 2022: $85,843Expenses 2022: $166,301Net Income 2022: -$80,4582022Revenue 2023: $147,829Expenses 2023: $161,761Net Income 2023: -$13,9322023Revenue 2024: $163,086Expenses 2024: $147,283Net Income 2024: $15,8032024

Highlighted filing

2018

Revenue$117,112
Expenses$185,518
Net Income-$68,406
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN C SCHULTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norman C Schultz Foundation
EIN
43-1310425
Phone
4153509890
Address
74215 DESERT ROSE LANE, INDIAN WELLS, CA 92210

Signing Officer

Name
Norman C Schultz
Title
Trustee
Phone
4153509890
Signed
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Peggy C Campbell CPA
Address
401 NORTH MAIN STREET, LAKEPORT, CA 95453
Preparer
Peggy C Campbell CPA
Phone
7072639017
Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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TaxesSchedule/TaxesDetail/Amt0204
TaxesSchedule/TaxesDetail/Amt11800
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TaxesSchedule/TaxesDetail/CategoryTxt1TAXES - 2018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0204
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11800
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN C SCHULTZ
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ReturnHeader/BusinessOfficerGrp/PhoneNum04153509890
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
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ReturnHeader/Filer/EIN0431310425
ReturnHeader/Filer/PhoneNum04153509890
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,641,599
Liabilities
$0
Net assets
$1,641,599
Revenue
$117,112
Expenses
$185,518
Net income
-$68,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.48$0.16$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.09$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.11$0.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.27$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.21$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.18$0.07
2015Summary only. Only limited summary data is available for this year.$1.89$0.00$0.12$0.15$0.03
2014Summary only. Only limited summary data is available for this year.$1.92$0.00$0.13$0.27$0.14
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.16$0.32$0.15
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$0.15$0.23$0.08
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.14$0.24$0.10