Civic Intelligence

Norman C Schultz Foundation

990PF • Fiscal year 2020 • EIN 43-1310425

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 04, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

140%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,632,418

Up $103,085 (+6.7%) from 2019

Net Assets

Up

$1,632,418

Up $103,085 (+6.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Up

$266,762

Up $155,586 (+140%) from 2019

Expenses

Down

$149,174

Down $51,137 (-26%) from 2019

Net Income

Up

$117,588

Up $206,723 (+232%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$1,632,418
Liabilities$0
Net Assets$1,632,418
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$266,762
Expenses$149,174
Net Income$117,588
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

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
2021-08-04
Discuss with paid preparer
Yes

Preparer

Firm
California Accounting & Tax Inc
Address
6363 AUBURN BLVD, CITRUS HEIGHTS, CA 95621
Preparer
Scott a Strimling CPA
Phone
9167214357
Raw XML AppendixShowing 400 of 434 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BELLEVUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9PALM DESERT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0137350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0169200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0134600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0111500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt083242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028258
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0703450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0105000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0157300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0137350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0169200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0134600
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0122100
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0731708
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0709950
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0105000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03236
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT IN TRANSIT - DIVIDEND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03338
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03338
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014503
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0STOCK BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES AND COMPUTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17381
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REALTY INCOME NON-DIV DISTNS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NUVEEN ENERGY NON-DIV DISTNS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0934

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,632,418
Liabilities
$0
Net assets
$1,632,418
Revenue
$266,762
Expenses
$149,174
Net income
$117,588
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