Civic Intelligence

Norman C Schultz Foundation

990PF • Fiscal year 2022 • EIN 43-1310425

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 08, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

9th percentile

-94%

Higher net margin than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.4%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,474,638

Down $84,137 (-5.4%) from 2021

Net Assets

Down

$1,474,638

Down $84,137 (-5.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$85,843

Down $20,806 (-20%) from 2021

Expenses

Down

$166,301

Down $13,991 (-7.8%) from 2021

Net Income

Down

-$80,458

Down $6,815 (-9.3%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$1,474,638
Liabilities$0
Net Assets$1,474,638
Open 2022 Filing

Operations Trend

Revenue Growth25th 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

2022

Revenue$85,843
Expenses$166,301
Net Income-$80,458
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
2023-03-08
Discuss with paid preparer
Yes

Preparer

Firm
ABEL KRIEGER & WILMETH CPA'S
Address
74-900 US HIGHWAY 111 STE 115, INDIAN WELLS, CA 92210
Preparer
Robert D Wilmeth Jr
Phone
7603467413
Raw XML Appendix345 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/RecipientBusinessName/BusinessNameLine1Txt6ARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MSCL HOUSE-SONYA WILANDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SPRINGSIDE CHESTNUT HILL ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WOOD RIVER SENIOR FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0121 HONEYSUCKLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1914
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 HOSPITAL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31250 16TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt412310 NALL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt542-600 COOK ST 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 1292
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 2398
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8599 WEST WILLOW GRUVE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 4513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BELLEVUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SUN VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6KETCHUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HAILEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PHILA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9HAILEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9ID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd083313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd183353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd283340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd466209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd683340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd783333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd819118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd983333
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0122000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt085685
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0105000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0157300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0137350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0169200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0169200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0514242
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0105000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0157300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0137350
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0144567
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058882
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0683442
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0624560
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT IN TRANSIT DIVIDEND
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03679
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SECURITES COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE AND COMPUTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CONSULTING - MELISSA HOLSTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03508
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03509
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt134200
TaxesSchedule/TaxesDetail/Amt0759
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENT PY
TaxesSchedule/TaxesDetail/CategoryTxt12021 FORM RRF-1
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0759
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN C SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04153509890
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN C SCHULTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0431310425
ReturnHeader/Filer/PhoneNum04153509890
ReturnHeader/Filer/USAddress/AddressLine1Txt074215 DESERT ROSE LANE
ReturnHeader/Filer/USAddress/CityNm0INDIAN WELLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208213206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABEL KRIEGER & WILMETH CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt074-900 US HIGHWAY 111 STE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIAN WELLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092210
ReturnHeader/PreparerPersonGrp/PhoneNum07603467413
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT D WILMETH JR
ReturnHeader/ReturnTs02023-03-21T18:56:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NORMAN C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULTZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,474,638
Liabilities
$0
Net assets
$1,474,638
Revenue
$85,843
Expenses
$166,301
Net income
-$80,458
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