Civic Intelligence

Schoen Foundation

990PF • Fiscal year 2020 • EIN 65-0379356

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 21, 2020

Organization Profile

View Organization Page

5801 Pelican Bay BlvdNaples, FL 34108

(239) 594-1404

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$30,166,745

Flat from 2020

Net Assets

Flat

$30,166,745

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

-$630,244

Flat from 2020

Expenses

Flat

$4,699,618

Flat from 2020

Net Income

Flat

-$5,329,862

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2011: $20,443,033Liabilities 2011: $02011Assets 2012: $20,200,453Liabilities 2012: $02012Assets 2013: $35,059,132Liabilities 2013: $02013Assets 2014: $31,479,253Liabilities 2014: $02014Assets 2015: $31,111,370Liabilities 2015: $02015Assets 2019: $35,498,085Liabilities 2019: $1,4772019Assets 2020: $30,166,745Liabilities 2020: $0Net Assets 2020: $30,166,7452020Assets 2020: $30,166,745Liabilities 2020: $0Net Assets 2020: $30,166,7452020Assets 2021: $31,990,501Liabilities 2021: $0Net Assets 2021: $31,990,5012021Assets 2022: $29,151,839Liabilities 2022: $0Net Assets 2022: $29,151,8392022Assets 2023: $27,422,876Liabilities 2023: $0Net Assets 2023: $27,422,8762023Assets 2024: $412,048,649Liabilities 2024: $0Net Assets 2024: $412,048,6492024

Highlighted filing

2020

Assets$30,166,745
Liabilities$0
Net Assets$30,166,745
Open 2020 Filing

Operations Trend

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

$600M$400M$200M$0-$200MRevenue 2011: $948,686Expenses 2011: $1,237,405Net Income 2011: -$288,7192011Revenue 2012: $980,448Expenses 2012: $1,223,028Net Income 2012: -$242,5802012Revenue 2013: $16,011,739Expenses 2013: $1,498,707Net Income 2013: $14,513,0322013Revenue 2014: -$1,451,122Expenses 2014: $2,128,757Net Income 2014: -$3,579,8792014Revenue 2015: $2,284,940Expenses 2015: $2,652,823Net Income 2015: -$367,8832015Revenue 2019: $1,597,988Expenses 2019: $1,352,433Net Income 2019: $245,5552019Revenue 2020: -$630,244Expenses 2020: $4,699,618Net Income 2020: -$5,329,8622020Revenue 2020: -$630,244Expenses 2020: $4,699,618Net Income 2020: -$5,329,8622020Revenue 2021: $5,059,198Expenses 2021: $3,235,441Net Income 2021: $1,823,7572021Revenue 2022: $1,459,443Expenses 2022: $4,298,103Net Income 2022: -$2,838,6602022Revenue 2023: $3,303,240Expenses 2023: $5,032,203Net Income 2023: -$1,728,9632023Revenue 2024: $428,936,548Expenses 2024: $75,865,128Net Income 2024: $353,071,4202024

Highlighted filing

2020

Revenue-$630,244
Expenses$4,699,618
Net Income-$5,329,862
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 21, 2020
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodi BaileyExecutive DirectorFT$134,804-$134,804
Karen ASuttonTreas/TrusteeFT$120,000-$120,000
Alan HilfikerTrustee-$1,500-$1,500
Jim WerleTrustee-$1,500-$1,500
William J SchoenChairmanPT$0--
Sharon A SchoenPresident/TrusteePT$0--
Kathryn L SchoenVP/Trustee-$0--
William J Schoen JrVP/Trustee-$0--
Kristine L PollardSecr/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Schoen Foundation
EIN
65-0379356
Phone
2395941404
Address
5801 Pelican Bay Blvd, Naples, FL 34108

Signing Officer

Name
William J Schoen
Title
President
Phone
2395941404
Signed
2020-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Werle Associates PL
Address
11255 NW 11th Court, Coral Springs, FL 33071
Preparer
James B Werle
Phone
9542347986
Raw XML AppendixShowing 400 of 544 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Schoen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sharon A Schoen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kathryn L Schoen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3William J Schoen Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Kristine L Pollard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Karen ASutton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Alan Hilfiker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Jim Werle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Jodi Bailey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Secr/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Treas/Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt55801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt65801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt75801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt85801 Pelican Bay Suite 502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Naples
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Naples
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Naples
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Naples
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Naples
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Naples
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd334108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd434108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd534108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd634108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd734108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd834108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04434651
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04434651
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04434651
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Jodi Bailey
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05801 Pelican Bay Blvd Ste 502
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034108
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395941404
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Charitable activities are limited to the support of other 501(c)(3) Non-Private Foundation entities. In 2019 the Organization provided such assistance to 30 charities. (See Attached Exh.)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04434651
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0None
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Request Packages Available

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,166,745
Liabilities
$0
Net assets
$30,166,745
Revenue
-$630,244
Expenses
$4,699,618
Net income
-$5,329,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$412$0.00$412$429$75.9$353
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$3.30$5.03$1.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$1.46$4.30$2.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.0$0.00$32.0$5.06$3.24$1.82
2020Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$0.63$4.70$5.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$0.00$30.2$0.63$4.70$5.33
2019Summary only. Only limited summary data is available for this year.$35.5$0.00$1.60$1.35$0.25
2015Summary only. Only limited summary data is available for this year.$31.1$0.00$2.28$2.65$0.37
2014Summary only. Only limited summary data is available for this year.$31.5$0.00$1.45$2.13$3.58
2013Summary only. Only limited summary data is available for this year.$35.1$0.00$16.0$1.50$14.5
2012Summary only. Only limited summary data is available for this year.$20.2$0.00$0.98$1.22$0.24
2011Summary only. Only limited summary data is available for this year.$20.4$0.00$0.95$1.24$0.29