Civic Intelligence

The Schultz Foundation Inc

990PF • Fiscal year 2022 • EIN 59-1055869

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 25, 2023

Organization Profile
118 West Adams Street Suite 600Jacksonville, FL 32202

(904) 354-3603

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

1165%

Higher net margin than 100% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$12,000

Higher top officer pay than 50% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,664,120

Down $351,441 (-12%) from 2021

Net Assets

Down

$2,664,120

Down $351,441 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$30,168

Down $825,105 (-104%) from 2021

Expenses

Down

$321,273

Down $48,940 (-13%) from 2021

Net Income

Down

-$351,441

Down $776,165 (-183%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $2,851,403Liabilities 2011: $02011Assets 2012: $3,107,039Liabilities 2012: $02012Assets 2013: $3,291,202Liabilities 2013: $02013Assets 2014: $3,245,950Liabilities 2014: $0Net Assets 2014: $3,245,9502014Assets 2015: $3,250,363Liabilities 2015: $573Net Assets 2015: $3,249,7902015Assets 2016: $2,998,409Liabilities 2016: $0Net Assets 2016: $2,998,4092016Assets 2017: $3,102,416Liabilities 2017: -$169Net Assets 2017: $3,102,5852017Assets 2018: $2,982,629Liabilities 2018: -$169Net Assets 2018: $2,982,7982018Assets 2019: $2,791,688Liabilities 2019: -$169Net Assets 2019: $2,791,8572019Assets 2020: $2,599,968Liabilities 2020: $9,131Net Assets 2020: $2,590,8372020Assets 2021: $3,015,561Liabilities 2021: $0Net Assets 2021: $3,015,5612021Assets 2022: $2,664,120Liabilities 2022: $0Net Assets 2022: $2,664,1202022Assets 2023: $2,419,284Liabilities 2023: $0Net Assets 2023: $2,419,2842023Assets 2024: $6,012,635Liabilities 2024: $0Net Assets 2024: $6,012,6352024

Highlighted filing

2022

Assets$2,664,120
Liabilities$0
Net Assets$2,664,120
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $273,927Expenses 2011: $169,688Net Income 2011: $104,2392011Revenue 2012: $491,290Expenses 2012: $235,654Net Income 2012: $255,6362012Revenue 2013: $422,702Expenses 2013: $238,539Net Income 2013: $184,1632013Revenue 2014: $241,908Expenses 2014: $287,160Net Income 2014: -$45,2522014Revenue 2015: $278,726Expenses 2015: $277,352Net Income 2015: $1,3742015Revenue 2016: $96,918Expenses 2016: $348,299Net Income 2016: -$251,3812016Revenue 2017: $429,505Expenses 2017: $325,329Net Income 2017: $104,1762017Revenue 2018: $245,974Expenses 2018: $365,761Net Income 2018: -$119,7872018Revenue 2019: $144,971Expenses 2019: $335,912Net Income 2019: -$190,9412019Revenue 2020: $102,022Expenses 2020: $303,042Net Income 2020: -$201,0202020Revenue 2021: $794,937Expenses 2021: $370,213Net Income 2021: $424,7242021Revenue 2022: -$30,168Expenses 2022: $321,273Net Income 2022: -$351,4412022Revenue 2023: $113,642Expenses 2023: $358,478Net Income 2023: -$244,8362023Revenue 2024: $4,091,599Expenses 2024: $498,248Net Income 2024: $3,593,3512024

Highlighted filing

2022

Revenue-$30,168
Expenses$321,273
Net Income-$351,441
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY R SCHULTZDirectorPT$12,000-$12,000
CLIFFORD G SCHULTZPresidentPT$12,000-$12,000
FREDERICK H SCHULTZ JRVice-PresidePT$12,000-$12,000
CATHERINE MCFARLANDDirectorPT$12,000-$12,000
BRONWYN KELLEYSecretary TrPT$11,000-$11,000
Filing and Contact Details

Filer

Filer Name
The Schultz Foundation Inc
EIN
59-1055869
Phone
9043543603
Address
118 WEST ADAMS STREET SUITE 600, JACKSONVILLE, FL 32202

Signing Officer

Name
Frederick H Schultz Jr
Title
Vice-president
Phone
9043543603
Signed
2023-10-25

Preparer

Firm
Selander and Associates CPA Pa
Address
8777 SAN JOSE BLVD SUITE 501, JACKSONVILLE, FL 32217-4293
Preparer
Guy T Selander Jr CPA
Phone
9042401526
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CROWN CASTLE REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CVS CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DEERE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DEVON ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ENVISTA HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FORTIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FREEPORT - MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36GENERAL MTRS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HILTON WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HONEYWELL INTL INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HUNTINGTN BANCSHS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41IDEXX LAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43INTERCONTINENTAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INVESCO QQQ TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES RUSSELL MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES TR RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES TR CORE MSCI EAF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES INC CORE MSCI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52L3HARRIS TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LIVE NATION ENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54LMH MOET HENNESSY ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LYONDELLBASELL INDUSTRIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MGM RESORTS INTERNATIONL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PNC FNCL SRV GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71RAYTHEON TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72REPLIGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SHOPIFY INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SPDR S&P DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SPDR S&P 500 EFT TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SPDR S P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TENCENT HOLDINGS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85UNITED PARCEL SVC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VANGUARD HIGH DVD YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93WASTE MANAGEMENT INC
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0289444
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08452
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0162627
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0744826
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08452
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt091791
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0487
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0485
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0162627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt099648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0321273
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0158646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03015561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02664120
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0139364
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0139364
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt029803
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,664,120
Liabilities
$0
Net assets
$2,664,120
Revenue
-$30,168
Expenses
$321,273
Net income
-$351,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$4.09$0.50$3.59
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.11$0.36$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.03$0.32$0.35
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.79$0.37$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.01$2.59$0.10$0.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.14$0.34$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.25$0.37$0.12
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.43$0.33$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.10$0.35$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.28$0.28$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.24$0.29$0.05
2013Summary only. Only limited summary data is available for this year.$3.29$0.00$0.42$0.24$0.18
2012Summary only. Only limited summary data is available for this year.$3.11$0.00$0.49$0.24$0.26
2011Summary only. Only limited summary data is available for this year.$2.85$0.00$0.27$0.17$0.10