Civic Intelligence

The Schroeder Foundation

990PF • Fiscal year 2022 • EIN 71-0904483

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

Organization Profile
1201 3rd Avenue Ste 3400Mercer Island, WA 98040

(206) 851-8846

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

3rd percentile

-311%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

58th percentile

$40,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 169.7% of source-year revenue.

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

Asset Growth

27th percentile

-6.2%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$1,116,508

Down $73,315 (-6.2%) from 2021

Net Assets

Down

$1,114,548

Down $75,275 (-6.3%) from 2021

Liabilities

Up

$1,960

Up $1,959 (+195900%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$23,567

Down $99,349 (-81%) from 2021

Expenses

Down

$96,886

Down $13,630 (-12%) from 2021

Net Income

Down

-$73,319

Down $85,719 (-691%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2022

Assets$1,116,508
Liabilities$1,960
Net Assets$1,114,548
Open 2022 Filing

Operations Trend

Revenue Growth4th 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

2022

Revenue$23,567
Expenses$96,886
Net Income-$73,319
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 25, 2023
Return Version
2022v5.0
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
Filing and Contact Details

Filer

Filer Name
The Schroeder Foundation
EIN
71-0904483
In Care Of
% JOHN PETRIE
Phone
2068518846
Address
1201 3rd Avenue Ste 3400, Mercer Island, WA 98040

Signing Officer

Name
John Petrie
Title
Officer
Phone
2068518846
Signed
2023-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Pa
Address
601 Union Street Suite 2300, Seattle, WA 98101
Preparer
Andrew Stuard
Phone
2063827777
Raw XML Appendix304 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/BookValueAmt0261420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS & OTHER INVESTMEN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01956
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt030045
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt030045
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt030045
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt030053
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08
IRS990PF/DistributableAmountGrp/TotalTaxAmt08
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01464
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01472
IRS990PF/FMVAssetsEOYAmt01108321
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt096757
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0610203
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0207757
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0402446
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09153
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030053
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0601050
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Linda J Blanchard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John T Petrie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec./Treas, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0271 Shepard Way NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19241 SE 46th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bainbridge Island
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt073685
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN PETRIE
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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/AddressLine1Txt09241 SE 46th Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Mercer Island
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOUNDATION DOCUMENTS LIMIT GRANTS TO RESTORATION OR REHABILITATION OF BUILDINGS WITH HISTORICAL OR ARCHITECTURAL SIGNIFICANCE IN USA OR FRANCE.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030045
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0291146
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084328
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073685
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043640
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0336800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0293160
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02920
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05840
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02920
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0477317
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11577
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DEPOSIT WITH LA FOUNDATION VMF
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0661462
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11577
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0661462
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11577
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01956
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0309
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03714
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03714
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/Amt16456
TaxesSchedule/TaxesDetail/Amt2244
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06456
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Petrie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02068518846
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Schroeder Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0710904483
ReturnHeader/Filer/InCareOfNm0% JOHN PETRIE
ReturnHeader/Filer/PhoneNum02068518846
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 3rd Avenue Ste 3400
ReturnHeader/Filer/USAddress/CityNm0Mercer Island
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA PA
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/PreparerPersonNm0Andrew Stuard
ReturnHeader/ReturnTs02023-09-07T13:24:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Petrie
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$1,116,508
Liabilities
$1,960
Net assets
$1,114,548
Revenue
$23,567
Expenses
$96,886
Net income
-$73,319
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