Civic Intelligence

Dennis Schuman Charitable Foundation

990PF • Fiscal year 2016 • EIN 47-1421283

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 21, 2017

1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$62,460

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,175,817

Up $19,537 (+0.4%) from 2015

Net Assets

$5,175,817

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$250,826

Down $2,416,519 (-91%) from 2015

Expenses

Up

$195,501

Up $151,061 (+340%) from 2015

Net Income

Down

$55,325

Down $2,567,580 (-98%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $2,505,712Liabilities 2014: $02014Assets 2015: $5,156,280Liabilities 2015: $02015Assets 2016: $5,175,817Liabilities 2016: $0Net Assets 2016: $5,175,8172016Assets 2017: $5,118,658Liabilities 2017: $0Net Assets 2017: $5,118,6582017Assets 2018: $5,033,982Liabilities 2018: $0Net Assets 2018: $5,033,9822018Assets 2019: $4,989,228Liabilities 2019: $0Net Assets 2019: $4,989,2282019Assets 2020: $5,035,285Liabilities 2020: $0Net Assets 2020: $5,035,2852020Assets 2021: $5,360,958Liabilities 2021: $0Net Assets 2021: $5,360,9582021Assets 2022: $5,070,181Liabilities 2022: $0Net Assets 2022: $5,070,1812022Assets 2023: $4,999,679Liabilities 2023: $0Net Assets 2023: $4,999,6792023Assets 2024: $4,923,414Liabilities 2024: $0Net Assets 2024: $4,923,4142024

Highlighted filing

2016

Assets$5,175,817
Liabilities$0
Net Assets$5,175,817

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,514,713Expenses 2014: $1,737Net Income 2014: $2,512,9762014Revenue 2015: $2,667,345Expenses 2015: $44,440Net Income 2015: $2,622,9052015Revenue 2016: $250,826Expenses 2016: $195,501Net Income 2016: $55,3252016Revenue 2017: $246,473Expenses 2017: $303,420Net Income 2017: -$56,9472017Revenue 2018: $250,330Expenses 2018: $332,884Net Income 2018: -$82,5542018Revenue 2019: $268,807Expenses 2019: $314,306Net Income 2019: -$45,4992019Revenue 2020: $366,903Expenses 2020: $318,715Net Income 2020: $48,1882020Revenue 2021: $664,605Expenses 2021: $338,754Net Income 2021: $325,8512021Revenue 2022: $72,724Expenses 2022: $363,067Net Income 2022: -$290,3432022Revenue 2023: $277,203Expenses 2023: $358,974Net Income 2023: -$81,7712023Revenue 2024: $292,621Expenses 2024: $369,333Net Income 2024: -$76,7122024

Highlighted filing

2016

Revenue$250,826
Expenses$195,501
Net Income$55,325
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 21, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$62,460-$62,460
Filing and Contact Details

Filer

Filer Name
Schuman Dennis Charitable-main
EIN
47-1421283
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2017-04-21
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2100206R102 AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2200287Y109 ABBVIE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2602209S103 ALTRIA GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2903076C106 AMERIPRISE FINL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3405534B760 BCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35055622104 BP PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36072730302 BAYER AG - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3809247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4012572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41126650100 CVS HEALTH CORPORATI
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4417275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46191216100 COCA COLA CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5225243Q205 DIAGEO PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53254687106 WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54256206103 DODGE & COX INT'L ST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5525746U109 DOMINION RES INC VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5626441C204 DUKE ENERGY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5730231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58339128100 JP MORGAN MID CAP VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6137733W105 GLAXOSMITHKLINE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62405217100 HAIN CELESTIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6346625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64478160104 JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10495040Q104 WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106H84989104 TE CONNECTIVITY LTD
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