Civic Intelligence

The Schultz Family Foundation

990 • Fiscal year 2017 • EIN 75-2188255

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 08, 2018

Organization ProfileN/A
12700 Hillcrest Road No 201Dallas, TX 75230

(214) 615-9351

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-1.6%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$33,206

Down $6,236 (-16%) from 2016

Net Assets

Down

$33,102

Down $6,242 (-16%) from 2016

Liabilities

Up

$104

Up $6 (+6.1%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin36th percentile

Revenue

Down

$394,006

Down $47,409 (-11%) from 2016

Expenses

Down

$400,248

Down $2,663 (-0.7%) from 2016

Net Income

Down

-$6,242

Down $44,746 (-116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $21,955Liabilities 2011: $100Net Assets 2011: $21,8552011Assets 2012: $23,864Liabilities 2012: $1,647Net Assets 2012: $22,2172012Assets 2013: $62,189Liabilities 2013: $158Net Assets 2013: $62,0312013Assets 2014: $156,696Liabilities 2014: $216Net Assets 2014: $156,4802014Assets 2015: $883Liabilities 2015: $43Net Assets 2015: $8402015Assets 2016: $39,442Liabilities 2016: $98Net Assets 2016: $39,3442016Assets 2017: $33,206Liabilities 2017: $104Net Assets 2017: $33,1022017Assets 2018: $61,036Liabilities 2018: $153Net Assets 2018: $60,8832018Assets 2019: $12,488Liabilities 2019: $1,018Net Assets 2019: $11,4702019Assets 2020: $127,836Liabilities 2020: $1,270Net Assets 2020: $126,5662020Assets 2021: $56,820Liabilities 2021: $164Net Assets 2021: $56,6562021Assets 2022: $26,524Liabilities 2022: $284Net Assets 2022: $26,2402022Assets 2023: $2,088Liabilities 2023: $1,523Net Assets 2023: $5652023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$33,206
Liabilities$104
Net Assets$33,102
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $516,850Expenses 2011: $672,979Net Income 2011: -$156,1292011Revenue 2012: $388,461Expenses 2012: $387,631Net Income 2012: $8302012Revenue 2013: $389,048Expenses 2013: $349,962Net Income 2013: $39,0862013Revenue 2014: $668,332Expenses 2014: $573,883Net Income 2014: $94,4492014Revenue 2015: $404,708Expenses 2015: $560,348Net Income 2015: -$155,6402015Revenue 2016: $441,415Expenses 2016: $402,911Net Income 2016: $38,5042016Revenue 2017: $394,006Expenses 2017: $400,248Net Income 2017: -$6,2422017Revenue 2018: $399,205Expenses 2018: $371,424Net Income 2018: $27,7812018Revenue 2019: $389,959Expenses 2019: $439,372Net Income 2019: -$49,4132019Revenue 2020: $437,974Expenses 2020: $322,878Net Income 2020: $115,0962020Revenue 2021: $201,482Expenses 2021: $271,392Net Income 2021: -$69,9102021Revenue 2022: $87,175Expenses 2022: $117,591Net Income 2022: -$30,4162022Revenue 2023: -$17,654Expenses 2023: $8,021Net Income 2023: -$25,6752023Revenue 2024: $0Expenses 2024: $565Net Income 2024: -$5652024

Highlighted filing

2017

Revenue$394,006
Expenses$400,248
Net Income-$6,242
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 8, 2018
Return Version
2016v3.0
Gross Receipts
$394,006
Mission and Program Overview

Mission

Created to, and is operated to, conduct and/or support activities for the benefit of, or to carry out the purposes of the dallas jewish community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$39,442$33,206▼ $6,236
Total Assets$39,442$33,206▼ $6,236
Liabilities
Accounts Payable and Accrued Expenses$98$104▲ $6
Total Liabilities$98$104▲ $6
Net Assets / Fund Balance
Unrestricted Net Assets$39,344$33,102▼ $6,242
Total Net Assets Fund Balance$39,344$33,102▼ $6,242
Total Liabilities and Net Assets / Fund Balance$39,442$33,206▼ $6,236
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jaynie Schultz-romanerPresident
Cynthia HendricksAt Large
Mona AllenAt Large
Jerry BlairSecretary
Meyer BodoffTreasurer
Andrew H SchultzVice Pres
Daniel Alan SchultzVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$393,996
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$0
All Other Contributions
$393,996
Change in Net Assets
$-6,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$398,475
Other Expenses$1,773
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$398,475--$398,475
Fees for Services Accounting-$975-$975
Fees for Services Management-$718-$718
Other Expenses-$80-$80
Total Functional Expenses$398,475$1,773$0$400,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of Greater DallasDallas, TX501(c)(3)Community Development$177,500
Yavneh AcademyDallas, TX501(c)(3)Educational$129,175
Akiba Academy of DallasDallas, TX501(c)(3)Educational$56,800
United Way of Metropolitan DallasDallas, TX501(c)(3)Human Service$25,000
Moishe FoundationEncinitas, CA501(c)(3)Housing, Shelter$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jaynie schultz-romaner andrew h. Schultz sibling andrew h. Schultz daniel alen schultz sibling daniel alan schultz jaynie schultz-romaner sibling”

Form 990, Part VI, Section B, Line 11B

“The board of directors will receive a draft of the return to comment on.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Schultz Family Foundation
EIN
75-2188255
Phone
2146159351
Address
12700 HILLCREST ROAD NO 201, DALLAS, TX 75230

Signing Officer

Name
Jerry Blair
Title
Secretary
Phone
2146159351
Signed
2018-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Blair
Formed
1987
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
210 PARK AVENUE SUITE 1725, OKLAHOMA CITY, OK 73102
Preparer
Mike Place
Phone
4052397961
Raw XML AppendixShowing 400 of 414 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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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd375251
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492024
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES MONITOR AND ENSURE THAT THE CHARITABLE PURPOSES ARE SATISFIED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAYNIE SCHULTZ-ROMANER ANDREW H. SCHULTZ SIBLING ANDREW H. SCHULTZ DANIEL ALEN SCHULTZ SIBLING DANIEL ALAN SCHULTZ JAYNIE SCHULTZ-ROMANER SIBLING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS WILL RECEIVE A DRAFT OF THE RETURN TO COMMENT ON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752836123
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
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IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
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ReturnHeader/FilingSecurityInformation/IPDt02018-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,206
Liabilities
$104
Net assets
$33,102
Revenue
$394,006
Expenses
$400,248
Net income
-$6,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$0.18$0.08$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.26$0.87$1.18$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$2.01$2.71$0.70
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$4.38$3.23$1.15
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.01$0.11$3.90$4.39$0.49
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$3.99$3.71$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$3.94$4.00$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$4.41$4.03$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$4.05$5.60$1.56
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$1.56$6.68$5.74$0.94
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$3.89$3.50$0.39
2012Summary only. Only limited summary data is available for this year.$0.24$0.02$0.22$3.88$3.88$0.01
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$5.17$6.73$1.56