Civic Intelligence

The Walter E Schmid Family Foundation

EIN 81-6908327 • Wilmington, DE

200 Bellevue Parkway Suite 250Wilmington, DE 19809-3747
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-49%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$164,336

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

25th percentile

-1.9%

Faster asset growth than 25% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

12%

Faster revenue growth than 56% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$21,794,594

Down $419,804 (-1.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$21,794,594

Down $419,804 (-1.9%) from 2023

Revenue

Up

$911,945

Up $97,173 (+12%) from 2023

Expenses

Up

$1,359,791

Up $174,866 (+15%) from 2023

Net Income

Down

-$447,846

Down $77,693 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2019: $10,717,020Liabilities 2019: $02019Assets 2020: $16,431,342Liabilities 2020: $1Net Assets 2020: $16,431,3422020Assets 2021: $18,971,862Liabilities 2021: $1Net Assets 2021: $18,971,8622021Assets 2022: $22,573,936Liabilities 2022: $1Net Assets 2022: $22,573,9362022Assets 2023: $22,214,398Liabilities 2023: $1Net Assets 2023: $22,214,3982023Assets 2024: $21,794,594Liabilities 2024: $0Net Assets 2024: $21,794,5942024

Highlighted filing

2024

Assets$21,794,594
Liabilities$0
Net Assets$21,794,594

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $378,752Expenses 2019: $802,604Net Income 2019: -$423,8522019Revenue 2020: $5,896,276Expenses 2020: $181,393Net Income 2020: $5,714,8832020Revenue 2021: $3,349,638Expenses 2021: $1,014,744Net Income 2021: $2,334,8942021Revenue 2022: $4,582,172Expenses 2022: $1,207,687Net Income 2022: $3,374,4852022Revenue 2023: $814,772Expenses 2023: $1,184,925Net Income 2023: -$370,1532023Revenue 2024: $911,945Expenses 2024: $1,359,791Net Income 2024: -$447,8462024

Highlighted filing

2024

Revenue$911,945
Expenses$1,359,791
Net Income-$447,846

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Administrative TrusteeFT$164,336-$164,336
ROBERT A BILTEKOFFTrust Protector-$35,000-$35,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKLEINHANS MUSIC HALL MANAGEMENT INCGENERALPCBUFFALO, NY, US$250,000
Paid GrantBUFFALO PHILHARMONIC ORCHESTRA SOCIETYGENERALPCBUFFALO, NY, US$250,000
Paid GrantGRAYCLIFF CONSERVANCY INCPROGRAM SUPPORTPCDERBY, NY, US$200,000
Paid GrantERIE COMMUNITY COLLEGE FOUNDATION INCPROGRAM SUPPORTPCBUFFALO, NY, US$67,725
Paid GrantMERCY FLIGHT INCPROGRAM SUPPORTPCBUFFALO, NY, US$65,275
Paid GrantWESTERN NEW YORK PUBLIC BROADCASTINGGENERALPCBuffalo, NY, US$50,000
Paid GrantHEALTH MANAGEMENT GROUP LTDGENERALPCGETZVILLE, NY, US$50,000
Paid GrantASYLUM HILL CONGREGATIONAL CHURCHPROGRAM SUPPORTPCHARTFORD, CT, US$20,000
Paid GrantLABS4RESCUE INCPROGRAM SUPPORTPCKILLINGWORTH, CT, US$20,000
Paid GrantCOMMUNICATION ADVOCACY NETWORK CORPPROGRAM SUPPORTPCHARTFORD, CT, US$20,000
Paid GrantREDEEMER LUTHERAN CHURCHPROGRAM SUPPORTPCLEBANON, CT, US$20,000
Paid GrantLIVING HOPE DEAF CHURCHGENERALPCMANCHESTER, CT, US$20,000
Paid GrantHH-STONEWALL COMMUNITY FARM INCPROGRAM SUPPORTPCMIDDLETOWN, CT, US$20,000
Filing and Contact Details

Filer

Filer Name
The Walter E Schmid Family Foundation
EIN
81-6908327
Phone
3027933284
Address
200 BELLEVUE PARKWAY SUITE 250, WILMINGTON, DE 19809-3747

Signing Officer

Name
The Goldman Sachs Trust Co of De
Title
Trustee
Phone
3027933284
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 S WACKER DR STE 2100, CHICAGO, IL 60606
Preparer
Julia a Cloud
Phone
3124869815
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm066923194 ISHARES S&P 500 INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2233203835 DFA REAL ESTATE SECU
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01054572
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01053000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0798410
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0798410
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-447846
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03217073
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0113535
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt092630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt092630
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08825
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01252336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0101455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01359791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0911945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0911945
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0199336
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0101455
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0306791
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-08-24

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