Civic Intelligence

Otto Schoitz Foundation

990PF • Fiscal year 2024 • EIN 81-1949053

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 22, 2025

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

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.68x

Higher debt load relative to revenue than 68% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

53rd percentile

5.5%

Higher net margin than 53% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$155,702

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

377%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$70,066,615

Up $9,346,448 (+15%) from 2023

Net Assets

Up

$66,252,563

Up $8,043,493 (+14%) from 2023

Liabilities

Up

$3,814,052

Up $1,302,955 (+52%) from 2023

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin53rd percentile

Revenue

Up

$5,594,893

Up $4,421,868 (+377%) from 2023

Expenses

Up

$5,289,420

Up $2,234,341 (+73%) from 2023

Net Income

Up

$305,473

Up $2,187,527 (+116%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2024

Assets$70,066,615
Liabilities$3,814,052
Net Assets$66,252,563
Open 2024 Filing

Operations Trend

Revenue Growth98th 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

2024

Revenue$5,594,893
Expenses$5,289,420
Net Income$305,473
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
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 Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE PANICUCCIExecutive Director (Thru September 24)FT$151,167$4,535$155,702
BLAKE HOLLISChairPT$0--
RHONDA MCRINAVice ChairPT$0--
MIKE MALLAROImmediate Past ChairPT$0--
CHRISTINE KEMPTreasurerPT$0--
ANDREW MIEHESecretaryPT$0--
ROBERT GREENWOODDirector-$0--
RENEE CHRISTOFFERDirector-$0--
JAMES CORYE JOHNSONDirector-$0--
ERIC LOCKEDirector-$0--
KARIN ROWEDirector-$0--
MEAGAN MILLERDirector-$0--
DAVID HARRISDirector (Partial Year)-$0--
CAMILLE HOGANDirector (Partial Year)PT$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
Catherine Showalter
Title
Executive Director
Phone
3192344471
Signed
2025-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Michelle M Hekel
Phone
3192346885
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BPEA CAYMAN VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARES GLOBAL MULTI ASSET CREDIT CAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PEG GLOBAL PE X SA SICA V RAIF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PEG GLOBAL PE IX OFFSHORE SPECIAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6IIF TAX EXEMPT HEDGED LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PARAMETRIC DEFENSIVE EQUITY FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BARINGS CORE PROPERTY FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9CRESCENT CAPITAL HIGH INCOME FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01406376
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0151167
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02117
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04032081
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt066056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0111154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0119240
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt027600
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt02388
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt02495
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0137812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05289420
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05594893
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0547220
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,066,615
Liabilities
$3,814,052
Net assets
$66,252,563
Revenue
$5,594,893
Expenses
$5,289,420
Net income
$305,473
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