Civic Intelligence

Francis W and Marietta Schaefer Foundation Trust

990PF • Fiscal year 2015 • EIN 46-3242784

Jan 01, 2015 to Dec 31, 2015 • Filed on May 19, 2016

Organization Profile
111 East Miller StreetJefferson City, MO 65101

(573) 634-1234

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-160%

Higher net margin than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

77th percentile

$1,370

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 80.5% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-5.5%

Faster asset growth than 34% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$47,017

Down $2,719 (-5.5%) from 2014

Net Assets

Down

$47,017

Down $2,719 (-5.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$1,701

Down $48,896 (-97%) from 2014

Expenses

Up

$4,420

Up $3,894 (+740%) from 2014

Net Income

Down

-$2,719

Down $52,790 (-105%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2013: $100Liabilities 2013: $0Net Assets 2013: $1002013Assets 2014: $49,736Liabilities 2014: $0Net Assets 2014: $49,7362014Assets 2015: $47,017Liabilities 2015: $0Net Assets 2015: $47,0172015Assets 2016: $45,267Liabilities 2016: $0Net Assets 2016: $45,2672016Assets 2018: $48,134Liabilities 2018: $4152018Assets 2019: $45,880Liabilities 2019: $02019Assets 2020: $79,785Liabilities 2020: $0Net Assets 2020: $79,7852020Assets 2021: $236,569Liabilities 2021: $0Net Assets 2021: $236,5692021Assets 2022: $377,356Liabilities 2022: $0Net Assets 2022: $377,3562022Assets 2023: $416,727Liabilities 2023: $0Net Assets 2023: $416,7272023Assets 2024: $755,172Liabilities 2024: $0Net Assets 2024: $755,1722024

Highlighted filing

2015

Assets$47,017
Liabilities$0
Net Assets$47,017
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $950Expenses 2013: $850Net Income 2013: $1002013Revenue 2014: $50,597Expenses 2014: $526Net Income 2014: $50,0712014Revenue 2015: $1,701Expenses 2015: $4,420Net Income 2015: -$2,7192015Revenue 2016: $998Expenses 2016: $2,748Net Income 2016: -$1,7502016Revenue 2018: $3,752Expenses 2018: $1,857Net Income 2018: $1,8952018Revenue 2019: $2,024Expenses 2019: $3,769Net Income 2019: -$1,7452019Revenue 2020: $37,450Expenses 2020: $4,092Net Income 2020: $33,3582020Revenue 2021: $166,311Expenses 2021: $9,473Net Income 2021: $156,8382021Revenue 2022: $161,338Expenses 2022: $20,404Net Income 2022: $140,9342022Revenue 2023: $60,342Expenses 2023: $20,971Net Income 2023: $39,3712023Revenue 2024: $366,654Expenses 2024: $28,209Net Income 2024: $338,4452024

Highlighted filing

2015

Revenue$1,701
Expenses$4,420
Net Income-$2,719
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 19, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$1,370-$1,370
FRANCIS W SCHAEFERDistribution Committ-$0--
MARIETTA SCHAEFERDistribution Committ-$0--
JOHN STEGEMANDistribution Committ-$0--
STEVE BRENNAMANDistribution Committ-$0--
Filing and Contact Details

Filer

Filer Name
Francis W and Marietta Schaefer Foundation Trust
EIN
46-3242784
Phone
5736341234
Address
111 EAST MILLER STREET, JEFFERSON CITY, MO 65101

Signing Officer

Name
Francis W Schaefer
Title
Trustee
Phone
5736341234
Signed
2016-05-19

Preparer

Firm
Lock - Spiot Tax & Financial Services
Address
691 N Squirrel Suite 241, Auburn Hills, MI 48326
Preparer
Henry Hank Lock
Phone
2484997049
Raw XML Appendix246 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOOSE CREEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd065054
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHANGE IN MARKET VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03301
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS W SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05736341234
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCIS W AND MARIETTA SCHAEFER FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0463242784
ReturnHeader/Filer/PhoneNum05736341234
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 EAST MILLER STREET
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lock - Spiot Tax & Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0691 N Squirrel Suite 241
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Auburn Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02484997049
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY HANK LOCK
ReturnHeader/ReturnTs02016-05-19T08:37:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,017
Liabilities
$0
Net assets
$47,017
Revenue
$1,701
Expenses
$4,420
Net income
-$2,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$3.67$0.28$3.38
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.60$0.21$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$1.61$0.20$1.41
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.66$0.09$1.57
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.37$0.04$0.33
2019Summary only. Only limited summary data is available for this year.$0.46$0.00$0.02$0.04$0.02
2018Summary only. Only limited summary data is available for this year.$0.48$0.00$0.04$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.51$0.01$0.50
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00