Civic Intelligence

Schulz Family Foundation

990PF • Fiscal year 2019 • EIN 81-4765835

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 11, 2020

Organization Profile
6221 E Camelback RdScottsdale, AZ 85251

(415) 913-8520

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

$50,957

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2019: $50,957Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $4,290,755Liabilities 2020: $0Net Assets 2020: $4,290,7552020Assets 2021: $4,403,081Liabilities 2021: $0Net Assets 2021: $4,403,0812021Assets 2022: $4,279,200Liabilities 2022: $0Net Assets 2022: $4,279,2002022Assets 2023: $4,380,575Liabilities 2023: $0Net Assets 2023: $4,380,5752023Assets 2024: $4,323,345Liabilities 2024: $0Net Assets 2024: $4,323,3452024

Highlighted filing

2019

Assets$50,957
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $4,031Expenses 2020: $374,440Net Income 2020: -$370,4092020Revenue 2021: $210,871Expenses 2021: $288,141Net Income 2021: -$77,2702021Revenue 2022: $119,098Expenses 2022: $317,666Net Income 2022: -$198,5682022Revenue 2023: $270,872Expenses 2023: $197,671Net Income 2023: $73,2012023Revenue 2024: $149,773Expenses 2024: $3,834Net Income 2024: $145,9392024

Highlighted filing

2019

Revenue$0
Expenses$0
Net Income$0
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R SCHULZPresident & CEO-$0--
ELLEN LELIA SCHULZSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Schulz Family Foundation
EIN
81-4765835
Phone
4159138520
Address
6221 E CAMELBACK RD, SCOTTSDALE, AZ 85251

Signing Officer

Name
William R Schulz
Title
President & CEO
Signed
2020-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Neslen Koppinger CPAs
Address
5040 E Shea Blvd Ste 270, Scottsdale, AZ 85254
Preparer
Michael Neslen CPA
Phone
4805820452
Raw XML Appendix163 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM R SCHULZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELLEN LELIA SCHULZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & CEO
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R SCHULZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHULZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0814765835
ReturnHeader/Filer/PhoneNum04159138520
ReturnHeader/Filer/USAddress/AddressLine1Txt06221 E CAMELBACK RD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085251
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203748981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Neslen Koppinger CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05040 E Shea Blvd Ste 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085254
ReturnHeader/PreparerPersonGrp/PhoneNum04805820452
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Neslen CPA
ReturnHeader/ReturnTs02020-03-11T15:54:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,957
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.15$0.00$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.27$0.20$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.12$0.32$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.21$0.29$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.00$0.37$0.37
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.00$0.00$0.00$0.00