Civic Intelligence

The Schroeder Foundation

990PF • Fiscal year 2020 • EIN 71-0904483

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1201 Third Avenue No 3400Seattle, WA 98101

(206) 654-2271

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-306%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$40,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 151.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,139,555

Down $168,413 (-13%) from 2019

Net Assets

Down

$1,139,555

Down $121,750 (-9.7%) from 2019

Liabilities

Down

$1

Down $46,662 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin3rd percentile

Revenue

Up

$26,493

Up $55,434 (+192%) from 2019

Expenses

Down

$107,466

Down $32,707 (-23%) from 2019

Net Income

Up

-$80,973

Up $88,141 (+52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,062,644Liabilities 2015: $167,282Net Assets 2015: $1,895,3622015Assets 2016: $1,960,395Liabilities 2016: $178,080Net Assets 2016: $1,782,3152016Assets 2017: $1,710,708Liabilities 2017: $58,232Net Assets 2017: $1,652,4762017Assets 2018: $1,501,843Liabilities 2018: $57,873Net Assets 2018: $1,443,9702018Assets 2019: $1,307,968Liabilities 2019: $46,663Net Assets 2019: $1,261,3052019Assets 2020: $1,139,555Liabilities 2020: $1Net Assets 2020: $1,139,5552020Assets 2021: $1,189,823Liabilities 2021: $1Net Assets 2021: $1,189,8232021Assets 2022: $1,116,508Liabilities 2022: $1,960Net Assets 2022: $1,114,5482022Assets 2023: $1,057,067Liabilities 2023: $8,020Net Assets 2023: $1,049,0472023Assets 2024: $1,029,655Liabilities 2024: $2,095Net Assets 2024: $1,027,5602024

Highlighted filing

2020

Assets$1,139,555
Liabilities$1
Net Assets$1,139,555
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,210,084Expenses 2015: $314,722Net Income 2015: $1,895,3622015Revenue 2016: $30,347Expenses 2016: $178,369Net Income 2016: -$148,0222016Revenue 2017: $127,905Expenses 2017: $155,319Net Income 2017: -$27,4142017Revenue 2018: $83,564Expenses 2018: $192,070Net Income 2018: -$108,5062018Revenue 2019: -$28,941Expenses 2019: $140,173Net Income 2019: -$169,1142019Revenue 2020: $26,493Expenses 2020: $107,466Net Income 2020: -$80,9732020Revenue 2021: $122,916Expenses 2021: $110,516Net Income 2021: $12,4002021Revenue 2022: $23,567Expenses 2022: $96,886Net Income 2022: -$73,3192022Revenue 2023: $40,552Expenses 2023: $106,052Net Income 2023: -$65,5002023Revenue 2024: $9,963Expenses 2024: $90,312Net Income 2024: -$80,3492024

Highlighted filing

2020

Revenue$26,493
Expenses$107,466
Net Income-$80,973
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA J BLANCHARDPresident, DirectorPT$40,000-$40,000
JOHN T PETRIESec./Treas, DirectorPT$40,000-$40,000
LILIBETH DEWAVRINDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Schroeder Foundation
EIN
71-0904483
Phone
2066542271
Address
1201 THIRD AVENUE NO 3400, SEATTLE, WA 98101

Signing Officer

Name
John T Petrie
Title
Officer
Phone
2066542271
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
601 UNION ST STE 2300, SEATTLE, WA 98101-2345
Preparer
Alfred W Dunnell
Phone
2063827777
Raw XML Appendix370 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FERRELLGAS PARTNERS, L.P.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LILIBETH DEWAVRIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03742
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0475000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12405
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0450000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110793
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01786
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05588
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-6404
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0187
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T PETRIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02066542271
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHROEDER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0710904483
ReturnHeader/Filer/PhoneNum02066542271
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 THIRD AVENUE NO 3400
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 UNION ST STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981012345
ReturnHeader/PreparerPersonGrp/PhoneNum02063827777
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED W DUNNELL
ReturnHeader/ReturnTs02021-11-15T16:46:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETRIE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,139,555
Liabilities
$1
Net assets
$1,139,555
Revenue
$26,493
Expenses
$107,466
Net income
-$80,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.01$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.04$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.11$0.02$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.05$1.26$0.03$0.14$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.06$1.44$0.08$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.06$1.65$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.18$1.78$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.17$1.90$2.21$0.31$1.90