Civic Intelligence

Robert I Schattner Foundation Inc.

990T • Fiscal year 2021 • EIN 52-1800778

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
11200 Rockville Pike 203Rockville, MD 20852-3258

(301) 816-7926

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $5,093,654Liabilities 2011: $02011Assets 2012: $9,984,627Liabilities 2012: $02012Assets 2013: $16,441,317Liabilities 2013: $02013Assets 2014: $18,455,026Liabilities 2014: $02014Assets 2015: $17,722,620Liabilities 2015: $02015Assets 2019: $157,456,851Liabilities 2019: $02019Assets 2020: $153,957,092Liabilities 2020: $0Net Assets 2020: $153,957,0922020Assets 2021: $180,777,768Liabilities 2021: $0Net Assets 2021: $180,777,7682021Assets 2022: $164,454,005Liabilities 2022: $0Net Assets 2022: $164,454,0052022Assets 2023: $172,294,339Liabilities 2023: $0Net Assets 2023: $172,294,3392023Assets 2024: $150,072,431Liabilities 2024: $0Net Assets 2024: $150,072,4312024

Latest loaded filing

2024

Assets$150,072,431
Liabilities$0
Net Assets$150,072,431
Open 2024 Filing

Operations Trend

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

$40M$20M$0-$20MRevenue 2011: $137,971Expenses 2011: $1,168,884Net Income 2011: -$1,030,9132011Revenue 2012: $5,182,574Expenses 2012: $291,601Net Income 2012: $4,890,9732012Revenue 2013: $6,816,240Expenses 2013: $359,550Net Income 2013: $6,456,6902013Revenue 2014: $2,571,215Expenses 2014: $557,506Net Income 2014: $2,013,7092014Revenue 2015: $183,792Expenses 2015: $916,198Net Income 2015: -$732,4062015Revenue 2019: $8,111,724Expenses 2019: $9,641,708Net Income 2019: -$1,529,9842019Revenue 2020: $3,538,409Expenses 2020: $7,038,168Net Income 2020: -$3,499,7592020Revenue 2021: $35,257,157Expenses 2021: $8,436,481Net Income 2021: $26,820,6762021Revenue 2022: -$4,538,937Expenses 2022: $11,784,826Net Income 2022: -$16,323,7632022Revenue 2023: $2,279,907Expenses 2023: $9,196,191Net Income 2023: -$6,916,2842023Revenue 2024: -$1,341,563Expenses 2024: $9,053,878Net Income 2024: -$10,395,4412024

Latest loaded filing

2024

Revenue-$1,341,563
Expenses$9,053,878
Net Income-$10,395,441
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Robert I Schattner Foundation
EIN
52-1800778
Phone
3018167926
Address
11200 ROCKVILLE PIKE 203, ROCKVILLE, MD 20852-3258

Signing Officer

Name
Robert H Sievers
Title
Treasurer
Phone
3017759188
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1250 H STREET SUITE 700, WASHINGTON, DC 20005
Preparer
Elizabeth W Heller
Phone
2022932200
Raw XML Appendix114 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.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt04510000
IRS1120ScheduleD/NetCapitalGainAmt0737312
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0737312
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt04510000
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0737312
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04510000
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0587115
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1149042
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt21155
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0EJF FINANCIAL SERVICES FUND LP
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2SOF-XII VIP TE, LP C/O STARWOOD CAPITAL
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0737312
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt11075574
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0EJF FINANCIAL SERVICES FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1EJF DEBT OPPORTUNITIES FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt04510000
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0911719
IRS990T/BooksInCareOfDetail/PersonNm0ROBERT H SIEVERS
IRS990T/BooksInCareOfDetail/PhoneNum03018167926
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt011200 ROCKVILLE PIKE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ROCKVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0208523258
IRS990T/BookValueAssetsEOYAmt0176133809
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0501215
IRS990T/ESPenaltyAmt020220
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt055798
IRS990TScheduleA/CapitalGainNetIncomeAmt05247312
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt02520
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0405697
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0408217
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0174058
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt05421370
IRS990TScheduleA/TotUnrltTrdBusIncmAmt05421370
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBI FROM PASSTHROUGH INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt05013153
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt05013153
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0947297
IRS990T/TaxLessCreditsAmt0947297
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt055798
IRS990T/TotalTaxAmt0947297
IRS990T/TotalTaxComputationAmt0947297
IRS990T/TotalUBTIAmt04510938
IRS990T/TotalUBTIBeforeNOLSpecificAmt04511938
IRS990T/TotalUBTIBeforeSection199AAmt04511938
IRS990T/TotalUBTIComputedAmt05013153
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H SIEVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03017759188
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT I SCHATTNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0521800778
ReturnHeader/Filer/PhoneNum03018167926
ReturnHeader/Filer/USAddress/AddressLine1Txt011200 ROCKVILLE PIKE 203
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208523258
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 H STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020005
ReturnHeader/PreparerPersonGrp/PhoneNum02022932200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH W HELLER
ReturnHeader/ReturnTs02022-11-03T12:29:50-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIEVERS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$150$0.00$150$1.34$9.05$10.4
2023Detailed filing. Detailed filing data is available for this year.$172$0.00$172$2.28$9.20$6.92
2022Detailed filing. Detailed filing data is available for this year.$164$0.00$164$4.54$11.8$16.3
2021Detailed filing. Detailed filing data is available for this year.$181$0.00$181$35.3$8.44$26.8
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$154$0.00$154$3.54$7.04$3.50
2019Summary only. Only limited summary data is available for this year.$157$0.00$8.11$9.64$1.53
2015Summary only. Only limited summary data is available for this year.$17.7$0.00$0.18$0.92$0.73
2014Summary only. Only limited summary data is available for this year.$18.5$0.00$2.57$0.56$2.01
2013Summary only. Only limited summary data is available for this year.$16.4$0.00$6.82$0.36$6.46
2012Summary only. Only limited summary data is available for this year.$9.98$0.00$5.18$0.29$4.89
2011Summary only. Only limited summary data is available for this year.$5.09$0.00$0.14$1.17$1.03