Civic Intelligence

Schulzman-Neri Foundation

990PF • Fiscal year 2019 • EIN 47-4407257

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

Organization Profile
4725 East Anaheim StreetLong Beach, CA 90804

(562) 597-3390

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

48th percentile

1.7%

Higher net margin than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$903

Up $3,181 (+140%) from 2018

Net Assets

Up

$903

Up $3,181 (+140%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin48th percentile

Revenue

Down

$185,054

Down $28,010 (-13%) from 2018

Expenses

Down

$181,873

Down $44,854 (-20%) from 2018

Net Income

Up

$3,181

Up $16,844 (+123%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KAssets 2015: $1Liabilities 2015: $02015Assets 2017: $11,385Liabilities 2017: $0Net Assets 2017: $11,3852017Assets 2018: -$2,278Liabilities 2018: $0Net Assets 2018: -$2,2782018Assets 2019: $903Liabilities 2019: $0Net Assets 2019: $9032019Assets 2020: $2,751Liabilities 2020: $0Net Assets 2020: $2,7512020Assets 2021: $872Liabilities 2021: $0Net Assets 2021: $8722021Assets 2022: $1,637Liabilities 2022: $0Net Assets 2022: $1,6372022Assets 2023: $13,939Liabilities 2023: $0Net Assets 2023: $13,9392023Assets 2024: $775Liabilities 2024: $0Net Assets 2024: $7752024

Highlighted filing

2019

Assets$903
Liabilities$0
Net Assets$903
Open 2019 Filing

Operations Trend

Revenue Growth30th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2017: $160,006Expenses 2017: $148,621Net Income 2017: $11,3852017Revenue 2018: $213,064Expenses 2018: $226,727Net Income 2018: -$13,6632018Revenue 2019: $185,054Expenses 2019: $181,873Net Income 2019: $3,1812019Revenue 2020: $135,002Expenses 2020: $133,154Net Income 2020: $1,8482020Revenue 2021: $147,140Expenses 2021: $149,019Net Income 2021: -$1,8792021Revenue 2022: $170,355Expenses 2022: $169,590Net Income 2022: $7652022Revenue 2023: $98,316Expenses 2023: $86,014Net Income 2023: $12,3022023Revenue 2024: $65,663Expenses 2024: $78,827Net Income 2024: -$13,1642024

Highlighted filing

2019

Revenue$185,054
Expenses$181,873
Net Income$3,181
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KURT SCHULZMANCEO-$0--
BRANDON WOODWOODSecretary-$0--
RICHARD NERICFO-$0--
Filing and Contact Details

Filer

Filer Name
Schulzman-neri Foundation
EIN
47-4407257
Phone
5625973390
Address
4725 EAST ANAHEIM STREET, LONG BEACH, CA 90804

Signing Officer

Name
Richard Neri
Title
CFO
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
L E Jacobson & Company Inc
Address
4725 E Anaheim St, Long Beach, CA 90804-3123
Preparer
Lissa E Jacobson
Phone
5625973390
Raw XML Appendix222 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RICHARD NERI
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14725 EAST ANAHEIM STREET
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt092500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt192500
IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2619
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3961
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF TRUSTS
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
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ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0474407257
ReturnHeader/Filer/PhoneNum05625973390
ReturnHeader/Filer/USAddress/AddressLine1Txt04725 EAST ANAHEIM STREET
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020739351
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L E Jacobson & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04725 E Anaheim St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Long Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908043123
ReturnHeader/PreparerPersonGrp/PhoneNum05625973390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lissa E Jacobson
ReturnHeader/ReturnTs02020-07-14T17:32:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$903
Liabilities
$0
Net assets
$903
Revenue
$185,054
Expenses
$181,873
Net income
$3,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.66$0.79$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.98$0.86$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.70$1.70$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.47$1.49$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$1.35$1.33$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.85$1.82$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$2.13$2.27$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.60$1.49$0.11
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00