Thomas E Schatzel Scholarship Fund

990EZ • Fiscal year 2015 • EIN 77-0018501

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile N/A

133 Mission Street No 280Santa Cruz, CA 95060

(831) 426-8484

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

0.00x

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

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

-657100%

Higher net margin than 1% of similar nonprofits.

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

Higher top officer pay than 75% of similar nonprofits.

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

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

-100%

Faster asset growth than 2% of similar nonprofits.

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

-100%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

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

Net Assets

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th 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

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

Highlighted filing

2015

Assets$0

Liabilities$0

Net Assets$0

Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2015

Revenue$1

Expenses$6,572

Net Income-$6,571

Open 2015 Filing

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 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 Pay75th 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/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/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt	0	0
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IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt	0	2634
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt	0	3666
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt	0	1943
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt	0	3666
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt	0	3666
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt	0	0
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt	0	2239
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt	0	0.000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt	0	3962
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt	0	3962
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt	0	0
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	0
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	0
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:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt	0	0
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt	0	0
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	0
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	UNIVERSITY OF COLORADO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	1	SANTA CLARA UNIVERSITY SCHOOL OF LAW
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt	0	2015-12-31
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt	0	UNIVERSITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt	0	2450 KITTREDGE LOOP ROAD
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IRS990ScheduleN/OwnerOfSuccessorInd	0	0
IRS990ScheduleN/ReceiveCompensationInd	0	0
IRS990ScheduleN/RequiredToNotifyAGInd	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: VANGUARD GROUP. AMOUNT: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	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.
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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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
ReturnHeader/Filer/EIN	0	770018501
ReturnHeader/Filer/PhoneNum	0	8314268484
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	133 MISSION STREET NO 280
ReturnHeader/Filer/USAddress/CityNm	0	SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	770051130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ABBOTT STRINGHAM & LYNCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1550 LEIGH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2015Detailed filing. Detailed filing data is available for this year.	$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