Civic Intelligence

The Schroeder Foundation

990PF • Fiscal year 2021 • EIN 71-0904483

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization Profile
1201 Third Avenue Suite 3400Seattle, WA 98101

(206) 654-2271

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

44th percentile

10%

Higher net margin than 44% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$40,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 32.5% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

4.4%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

364%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,189,823

Up $50,268 (+4.4%) from 2020

Net Assets

Up

$1,189,823

Up $50,268 (+4.4%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin44th percentile

Revenue

Up

$122,916

Up $96,423 (+364%) from 2020

Expenses

Up

$110,516

Up $3,050 (+2.8%) from 2020

Net Income

Up

$12,400

Up $93,373 (+115%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$1,189,823
Liabilities$1
Net Assets$1,189,823
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

2021

Revenue$122,916
Expenses$110,516
Net Income$12,400
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
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
In Care Of
% JOHN PETRIE
Phone
2066542271
Address
1201 Third Avenue Suite 3400, Seattle, WA 98101

Signing Officer

Name
John Petrie
Title
Officer
Phone
2066542271
Signed
2022-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
601 Union Street Suite 2300, Seattle, WA 98101
Preparer
Patrick Riley
Phone
2063827777
Raw XML Appendix316 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01926
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate Stock
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Ferrellgas Partners, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Mutual Funds & Other Investmen
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WA ASSET MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERRILL LYNCH #2933
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01139555
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037949
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IRS990PF/FMVAssetsEOYAmt01276751
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0661779
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Linda J Blanchard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John T Petrie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lilibeth Dewavrin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec./Treas, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01201 Third Ave Suite 3400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11201 Third Ave Suite 3400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21201 Third Ave Suite 3400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Seattle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Seattle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Seattle
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt093493
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN PETRIE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02066542271
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Per the Grant Application on File with the Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0John T Petrie
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02066542271
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01201 Third Ave Suite 3400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Seattle
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Foundation documents limit grants to restoration or rehabilitation of buildings with historical or architectural significance in USA or France.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037949
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt060347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt084328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt074206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt074206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0293160
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt060347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt084328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045654
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093493
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055544
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0367366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0311822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04729
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09459
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04730
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0450000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Schroeder Estate Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DEPOSIT WITH LA FOUNDATION VMF
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0477317
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11577
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0477317
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11577
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Pass through deductions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Charitable Contributions
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0277
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0276
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14282
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0553
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14282
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherIncreasesSchedule/OtherIncreasesDetail/Amt027317
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110551
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjustment to Schroeder Estate receivabl
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05586
TaxesSchedule/TaxesDetail/Amt0222
TaxesSchedule/TaxesDetail/Amt16560
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06560
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0222
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Petrie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02066542271
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Schroeder Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0710904483
ReturnHeader/Filer/InCareOfNm0% JOHN PETRIE
ReturnHeader/Filer/PhoneNum02066542271
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 Third Avenue Suite 3400
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 Union Street Suite 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098101
ReturnHeader/PreparerPersonGrp/PhoneNum02063827777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Riley
ReturnHeader/ReturnTs02022-12-20T12:23:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Petrie
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,189,823
Liabilities
$1
Net assets
$1,189,823
Revenue
$122,916
Expenses
$110,516
Net income
$12,400
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