Thomas E Schatzel Scholarship Fund

EIN 77-0018501 • 501(c)3 • Santa Cruz, CA

Santa Cruz, CA

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

-657100%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $6,571 (-100%) from 2014

Liabilities

Flat

Flat from 2014

Net Assets

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue62nd percentile Net Margin1st percentile

Revenue

Down

Down $2,634 (-100%) from 2014

Expenses

$6,572

Up $3,572 (+119%) from 2014

Net Income

Down

-$6,571

Down $6,206 (-1700%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2015

Assets$0

Liabilities$0

Net Assets$0

Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2015

Revenue$1

Expenses$6,572

Net Income-$6,571

Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $1
Expenses: $6,572
Net income: -$6,571

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$0.00	$6.57	$6.57
2014Summary only. Only limited summary data is available for this year.	$6.57	$0.00		$2.64	$3.00	$0.37
2013Summary only. Only limited summary data is available for this year.	$9.45	$0.00		$1.37	$3.00	$1.64
2012Summary only. Only limited summary data is available for this year.	$10.3	$0.00		$0.20	$3.00	$2.80
2011Summary only. Only limited summary data is available for this year.	$11.9	$0.00		$0.17	$3.00	$2.83
2010Summary only. Only limited summary data is available for this year.	$14.8	$0.00		$0.90	$0.00	$0.90

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: May 12, 2016
Return Version: 2015v2.1
Gross Receipts: $1

Mission and Program Overview

Mission

Provide support to achieve education, research, outreach, and healthcare goals within the university of colorado.

Provide support to achieve education goals within the university of colorado.

Program Services

Description	Grants	Expenses
SCHOLARSHIPS WERE MADE AVAILABLE TO LAW STUDENTS ATTENDING UNIVERSITY OF COLORADO	$0	$3,962
SCHOLARSHIPS WERE MADE AVAILABLE TO LAW STUDENTS ATTENDING SANTA CLARA UNIVERSITY	$0	$0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PETER L SANFORD	Pres/Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Thomas E Schatzel Scholarship Fund
EIN: 77-0018501
Phone: 8314268484
Address: 133 MISSION STREET NO 280, SANTA CRUZ, CA 95060

Signing Officer

Name: Peter Sanford
Title: President
Phone: 8314268484
Signed: 2016-05-12
Discuss with paid preparer: Yes

Preparer

Firm: Abbott Stringham & Lynch
Address: 1550 LEIGH AVE, SAN JOSE, CA 95125
Preparer: Sheba B Dalaney
Phone: 4083778700

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: vanguard group. Amount: 1.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship. Grantee name: university of colorado. Grantee address: 2450 kittredge loop road boulder, co 80309. Grantee relationship: none. Property description: cash donation. Date of gift: 05/12/15. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship. Grantee name: university of colorado. Grantee address: 2450 kittredge loop road boulder, co 80309. Grantee relationship: none. Property description: cash donation. Date of gift: 12/31/15. Amount given: 962. Total included on form 990-ez, line 10: 3,962.”

Raw XML Appendix242 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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IRS990EZ/SubjectToProxyTaxInd	0	0
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IRS990EZ/TypeOfOrganizationOtherInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
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IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt	0	2634
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt	0	0
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	0
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	THE ORGANIZATION SUPPORTS UNIVERSITY OF COLORADO AND SANTA CLARA UNIVERSITY BY PROVIDING SCHOLARSHIPS FOR STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	1	THE ORGANIZATION SUPPORTS UNIVERSITY OF COLORADO AND SANTA CLARA UNIVERSITY BY PROVIDING SCHOLARSHIPS FOR STUDENTS. THE ORGANIZATION HAS PROVIDED THESE SCHOLARSHIPS FOR MANY YEARS TO QUALIFIED STUDENTS CHOSEN BY THE UNIVERSITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	1	PART IV, SECTION A, LINE 1:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: UNIVERSITY OF COLORADO. GRANTEE ADDRESS: 2450 KITTREDGE LOOP ROAD BOULDER, CO 80309. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH DONATION. DATE OF GIFT: 12/31/15. AMOUNT GIVEN: 962. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 3,962.
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TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PETER SANFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8314268484
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THOMAS E SCHATZEL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	THOM
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ReturnHeader/Filer/PhoneNum	0	8314268484
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ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1550 LEIGH AVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95125
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4083778700
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SHEBA B DALANEY
ReturnHeader/ReturnTs	0	2016-05-16T14:08:04-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015