Civic Intelligence

Dee Ann and Mark Schofield Foundation

990PF • Fiscal year 2016 • EIN 47-1975832

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 14, 2017

Organization Profile
14312 Santa RitaHelotes, TX 78023

(210) 273-2872

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

9.4%

Higher net margin than 64% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

0.8%

Faster asset growth than 51% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$94,514

Up $767 (+0.8%) from 2015

Net Assets

$94,514

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin64th percentile

Revenue

Down

$8,046

Down $92,213 (-92%) from 2015

Expenses

Up

$7,289

Up $677 (+10%) from 2015

Net Income

Down

$757

Down $92,890 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2015: $93,747Liabilities 2015: $02015Assets 2016: $94,514Liabilities 2016: $0Net Assets 2016: $94,5142016Assets 2017: $190,880Liabilities 2017: $0Net Assets 2017: $190,8802017Assets 2018: $482,635Liabilities 2018: $0Net Assets 2018: $482,6352018Assets 2019: $388,846Liabilities 2019: $4,250Net Assets 2019: $384,5962019Assets 2020: $517,383Liabilities 2020: $192Net Assets 2020: $517,1912020Assets 2021: $478,667Liabilities 2021: $780Net Assets 2021: $477,8872021Assets 2022: $546,166Liabilities 2022: $8,995Net Assets 2022: $537,1712022Assets 2023: $429,633Liabilities 2023: $1Net Assets 2023: $429,6332023Assets 2024: $586,020Liabilities 2024: $1,500Net Assets 2024: $584,5202024

Highlighted filing

2016

Assets$94,514
Liabilities$0
Net Assets$94,514
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200KRevenue 2015: $100,259Expenses 2015: $6,612Net Income 2015: $93,6472015Revenue 2016: $8,046Expenses 2016: $7,289Net Income 2016: $7572016Revenue 2017: $110,799Expenses 2017: $14,433Net Income 2017: $96,3662017Revenue 2018: $314,033Expenses 2018: $21,369Net Income 2018: $292,6642018Revenue 2019: $19,983Expenses 2019: $117,607Net Income 2019: -$97,6242019Revenue 2020: $248,369Expenses 2020: $116,033Net Income 2020: $132,3362020Revenue 2021: $110,262Expenses 2021: $149,566Net Income 2021: -$39,3042021Revenue 2022: $181,258Expenses 2022: $121,974Net Income 2022: $59,2842022Revenue 2023: $17,375Expenses 2023: $124,913Net Income 2023: -$107,5382023Revenue 2024: $275,732Expenses 2024: $120,967Net Income 2024: $154,7652024

Highlighted filing

2016

Revenue$8,046
Expenses$7,289
Net Income$757
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEE ANN SCHOFIELDPresident/TreasPT$0--
MARK SCHOFIELDVP/SecretaryPT$0--
TAYLOR SCHOFIELDDirectorPT$0--
KIRSTEN SCHOFIELDDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Dee Ann and Mark Schofield
EIN
47-1975832
Phone
2102732872
Address
14312 SANTA RITA, HELOTES, TX 78023

Signing Officer

Name
Dee Ann Schofield
Title
President/treas
Signed
2017-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Brehm Havel & Company Llp
Address
7809 BROADWAY ST, SAN ANTONIO, TX 78209-2558
Preparer
Gene A Brehm
Phone
2108267000
Raw XML Appendix298 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/BusinessNameLine1Txt1CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt026 BROADWAY 14TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1406 SAN PEDRO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178212
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/AppliedToCurrentYearAmt04776
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03457
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04181
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03457
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0724
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04181
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03457
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST TO COST PER BROKERAGE STMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0643
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0643
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt1141
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0141
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE ANN SCHOFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DEE ANN AND MARK SCHOFIELD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DEEA
ReturnHeader/Filer/EIN0471975832
ReturnHeader/Filer/PhoneNum02102732872
ReturnHeader/Filer/USAddress/AddressLine1Txt014312 SANTA RITA
ReturnHeader/Filer/USAddress/CityNm0HELOTES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BREHM HAVEL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07809 BROADWAY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782092558
ReturnHeader/PreparerPersonGrp/PhoneNum02108267000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gene A Brehm
ReturnHeader/ReturnTs02017-07-14T03:51:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,514
Liabilities
$0
Net assets
$94,514
Revenue
$8,046
Expenses
$7,289
Net income
$757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.86$0.02$5.85$2.76$1.21$1.55
2023Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.17$1.25$1.08
2022Detailed filing. Detailed filing data is available for this year.$5.46$0.09$5.37$1.81$1.22$0.59
2021Detailed filing. Detailed filing data is available for this year.$4.79$0.01$4.78$1.10$1.50$0.39
2020Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$2.48$1.16$1.32
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.04$3.85$0.20$1.18$0.98
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$3.14$0.21$2.93
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.11$0.14$0.96
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$0.94$0.00$1.00$0.07$0.94