Civic Intelligence

The Schroeder Foundation

EIN 71-0904483 • Mercer Island, WA

9241 SE 46th StreetMercer Island, WA 98040
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.21x

Higher debt load relative to revenue than 72% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-806%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$50,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 501.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.6%

Faster asset growth than 28% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,029,655

Down $27,412 (-2.6%) from 2023

Liabilities

Down

$2,095

Down $5,925 (-74%) from 2023

Net Assets

Down

$1,027,560

Down $21,487 (-2.0%) from 2023

Revenue

Down

$9,963

Down $30,589 (-75%) from 2023

Expenses

Down

$90,312

Down $15,740 (-15%) from 2023

Net Income

Down

-$80,349

Down $14,849 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,029,655
Liabilities$2,095
Net Assets$1,027,560

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$9,963
Expenses$90,312
Net Income-$80,349

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda J BlanchardPresident, DirectorPT$50,000-$50,000
John T PetrieSec./Treas, DirectorPT$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
The Schroeder Foundation
EIN
71-0904483
In Care Of
% JOHN PETRIE
Phone
2068518846
Address
9241 SE 46th Street, Mercer Island, WA 98040

Signing Officer

Name
John Petrie
Title
Officer
Phone
2068518846
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
601 Union Street Suite 2300, Seattle, WA 98101
Preparer
Andrew Stuard
Phone
2063827777
Raw XML Appendix313 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/PersonNm0Linda J Blanchard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John T Petrie
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015378
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt063362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055544
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt047287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt047287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0279986
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt063362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055544
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060347
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072471
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057093
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0327273
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0270180
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07543
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015085
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07543
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0746441
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11577
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DEPOSIT WITH LA FOUNDATION VMF
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0767542
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11577
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0767542
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11577
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0165
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0330
OtherIncreasesSchedule/OtherIncreasesDetail/Amt058862
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO PY CONTRIBUTED ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01649
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01649
TaxesSchedule/TaxesDetail/Amt06333
TaxesSchedule/TaxesDetail/Amt11868
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06333
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Petrie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02068518846
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Schroeder Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0710904483
ReturnHeader/Filer/InCareOfNm0% JOHN PETRIE
ReturnHeader/Filer/PhoneNum02068518846
ReturnHeader/Filer/USAddress/AddressLine1Txt09241 SE 46th Street
ReturnHeader/Filer/USAddress/CityNm0Mercer Island
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
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/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Stuard
ReturnHeader/ReturnTs02025-05-12T17:02:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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