Civic Intelligence

Otto Schoitz Foundation

990PF • Fiscal year 2023 • EIN 81-1949053

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 06, 2024

Organization ProfileWWW.OTTOSCHOITZFOUNDATION.ORG
114 E 4th St 300Waterloo, IA 50703

(319) 232-2870

Siviq Scores

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

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

2.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

2nd percentile

-160%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$150,250

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

49th percentile

6.1%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$60,720,167

Up $3,464,146 (+6.1%) from 2022

Net Assets

Up

$58,209,070

Up $4,333,661 (+8.0%) from 2022

Liabilities

Down

$2,511,097

Down $869,515 (-26%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin2nd percentile

Revenue

Down

$1,173,025

Down $2,411,198 (-67%) from 2022

Expenses

Down

$3,055,079

Down $2,096,051 (-41%) from 2022

Net Income

Down

-$1,882,054

Down $315,147 (-20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$80M$60M$40M$20M$0Assets 2016: $51,792,226Liabilities 2016: $54Net Assets 2016: $51,792,1722016Assets 2017: $57,268,662Liabilities 2017: $7,003Net Assets 2017: $57,261,6592017Assets 2018: $59,218,701Liabilities 2018: $1,379,738Net Assets 2018: $57,838,9632018Assets 2019: $59,448,561Liabilities 2019: $2,729,840Net Assets 2019: $56,718,7212019Assets 2020: $60,079,015Liabilities 2020: $2,643,091Net Assets 2020: $57,435,9242020Assets 2021: $68,331,413Liabilities 2021: $2,459,372Net Assets 2021: $65,872,0412021Assets 2022: $57,256,021Liabilities 2022: $3,380,612Net Assets 2022: $53,875,4092022Assets 2023: $60,720,167Liabilities 2023: $2,511,097Net Assets 2023: $58,209,0702023Assets 2024: $70,066,615Liabilities 2024: $3,814,052Net Assets 2024: $66,252,5632024Assets 2025: $74,423,347Liabilities 2025: $4,054,981Net Assets 2025: $70,368,3662025

Highlighted filing

2023

Assets$60,720,167
Liabilities$2,511,097
Net Assets$58,209,070
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$60M$40M$20M$0-$20MRevenue 2016: $51,489,001Expenses 2016: $15,464Net Income 2016: $51,473,5372016Revenue 2017: $1,227,041Expenses 2017: $231,132Net Income 2017: $995,9092017Revenue 2018: $1,643,476Expenses 2018: $2,789,822Net Income 2018: -$1,146,3462018Revenue 2019: $1,889,291Expenses 2019: $3,136,339Net Income 2019: -$1,247,0482019Revenue 2020: $1,651,275Expenses 2020: $2,602,726Net Income 2020: -$951,4512020Revenue 2021: $12,915,755Expenses 2021: $2,432,605Net Income 2021: $10,483,1502021Revenue 2022: $3,584,223Expenses 2022: $5,151,130Net Income 2022: -$1,566,9072022Revenue 2023: $1,173,025Expenses 2023: $3,055,079Net Income 2023: -$1,882,0542023Revenue 2024: $5,594,893Expenses 2024: $5,289,420Net Income 2024: $305,4732024Revenue 2025: $1,191,065Expenses 2025: $4,389,571Net Income 2025: -$3,198,5062025

Highlighted filing

2023

Revenue$1,173,025
Expenses$3,055,079
Net Income-$1,882,054
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 6, 2024
Return Version
2022v5.0
Mission and Program Overview

Mission

Improve the health and well-being of the community and its individual members within the greater cedar valley region, defined as the geographical area within 30 miles from the center of waterloo, iowa.

Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE PANICUCCIExecutive DirectorFT$145,874$4,376$150,250
MIKE MALLAROChairPT$0--
RHONDA MCRINAVice ChairPT$0--
ERIC LOCKEImmediate Past ChairPT$0--
BLAKE HOLLISTreasurerPT$0--
KARIN ROWESecretaryPT$0--
ROBERT GREENWOODDirector-$0--
DAVID HARRISDirector-$0--
CAMILLE HOGANDirectorPT$0--
CHRISTINE KEMPDirector-$0--
ANDY MIEHEDirector-$0--
MEAGAN MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Otto Schoitz Foundation
EIN
81-1949053
Phone
3192322870
Address
114 E 4TH ST 300, WATERLOO, IA 50703

Signing Officer

Name
Michele Panicucci
Title
Executive Director
Phone
3192344471
Signed
2024-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
Brian E Aronson
Phone
3192346885
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,720,167
Liabilities
$2,511,097
Net assets
$58,209,070
Revenue
$1,173,025
Expenses
$3,055,079
Net income
-$1,882,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.4$4.05$70.4$1.19$4.39$3.20
2024Detailed filing. Detailed filing data is available for this year.$70.1$3.81$66.3$5.59$5.29$0.31
2023Detailed filing. Detailed filing data is available for this year.$60.7$2.51$58.2$1.17$3.06$1.88
2022Detailed filing. Detailed filing data is available for this year.$57.3$3.38$53.9$3.58$5.15$1.57
2021Detailed filing. Detailed filing data is available for this year.$68.3$2.46$65.9$12.9$2.43$10.5
2020Detailed filing. Detailed filing data is available for this year.$60.1$2.64$57.4$1.65$2.60$0.95
2019Detailed filing. Detailed filing data is available for this year.$59.4$2.73$56.7$1.89$3.14$1.25
2018Detailed filing. Detailed filing data is available for this year.$59.2$1.38$57.8$1.64$2.79$1.15
2017Detailed filing. Detailed filing data is available for this year.$57.3$0.01$57.3$1.23$0.23$1.00
2016Summary only. Only limited summary data is available for this year.$51.8$0.00$51.8$51.5$0.02$51.5