Civic Intelligence

Schoxorg

990 • Fiscal year 2022 • EIN 82-1065475

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 02, 2023

501 3rd Street Suite 300San Francisco, CA 94107

(888) 775-9990

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-114%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

5th percentile

-75%

Faster asset growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-44%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$38,315

Down $114,283 (-75%) from 2021

Net Assets

Down

$38,315

Down $114,283 (-75%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$100,000

Down $78,020 (-44%) from 2021

Expenses

Up

$214,283

Up $45,087 (+27%) from 2021

Net Income

Down

-$114,283

Down $123,107 (-1395%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $12,713Liabilities 2017: $0Net Assets 2017: $12,7132017Assets 2018: $239,743Liabilities 2018: $0Net Assets 2018: $239,7432018Assets 2019: $256,188Liabilities 2019: $0Net Assets 2019: $256,1882019Assets 2020: $143,774Liabilities 2020: $0Net Assets 2020: $143,7742020Assets 2021: $152,598Liabilities 2021: $0Net Assets 2021: $152,5982021Assets 2022: $38,315Liabilities 2022: $0Net Assets 2022: $38,3152022Assets 2023: $37,359Liabilities 2023: $0Net Assets 2023: $37,3592023Assets 2024: $36,338Liabilities 2024: $0Net Assets 2024: $36,3382024

Highlighted filing

2022

Assets$38,315
Liabilities$0
Net Assets$38,315

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $43,056Expenses 2017: $30,343Net Income 2017: $12,7132017Revenue 2018: $577,066Expenses 2018: $350,036Net Income 2018: $227,0302018Revenue 2019: $102,140Expenses 2019: $85,695Net Income 2019: $16,4452019Revenue 2020: $207,000Expenses 2020: $319,414Net Income 2020: -$112,4142020Revenue 2021: $178,020Expenses 2021: $169,196Net Income 2021: $8,8242021Revenue 2022: $100,000Expenses 2022: $214,283Net Income 2022: -$114,2832022Revenue 2023: $3,920Expenses 2023: $4,876Net Income 2023: -$9562023Revenue 2024: $24,040Expenses 2024: $25,061Net Income 2024: -$1,0212024

Highlighted filing

2022

Revenue$100,000
Expenses$214,283
Net Income-$114,283
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 2, 2023
Return Version
2022v4.1
Gross Receipts
$100,000
Mission and Program Overview

Mission

Schox.org's primary exempt purpose is to provide grantmaking for charitable, educational, literary, scientific and religious purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$152,598$38,315▼ $114,283
Cash and Non-Interest-Bearing Accounts$151,185$37,467▼ $113,718
Land, Buildings, and Equipment, Net$1,413$848▼ $565
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$152,598$38,315▼ $114,283
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$152,598$38,315▼ $114,283
Total Liabilities and Net Assets / Fund Balance$152,598$38,315▼ $114,283

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$848$2,096-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kathryn SchoxPresident
Kirsten SchafferBoard Member
WILLIAM O'NEALBoard Member
Barbara FinninSecretary
Jeffrey SchoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$-114,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,000
Salaries, Compensation, and Employee Benefits$86,681
Other Expenses$7,602
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,000--$120,000
Other Salaries and Wages-$78,431-$78,431
Payroll Taxes-$6,023-$6,023
Fees for Services Accounting-$4,410-$4,410
Other Employee Benefits-$2,227-$2,227
Other Expenses-$1,762-$1,762
Depreciation Depletion-$565-$565
Fees for Services Other-$540-$540
Insurance-$325-$325
Total Functional Expenses$120,000$94,283$0$214,283
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Reinvestment CoalitionSan Francisco, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Center for Carbon Removal (dba Carbon180)Oakland, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Geohazards InternationalMenlo Park, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Hello Future IncNew York, NY501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
L&j Empowerment IncLittle Rock, AR501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Maker Education InitiativeBerkeley, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
New Venture FundWashington, DC501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Project Avary Inc (alternative Ventures for at Risk Youth)San Rafael, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Science Is ElementaryLos Altos, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Smart ReadingPortland, OR501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
The Peninsula College FundMilpitas, CA501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
We Got US Now IncNew York, NY501(c)(3)TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Kathryn schox and jeffrey schox are husband and wife.

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 is provided to the board for review and discussion amongst board members and the certified public accountant who prepared the form. Any questions and issues raised are addressed and, if necessary, the form 990 is updated accordingly.

Form 990, Part VI, Section C, Line 19

The foundation makes copies of its governing documents and corporate governance policies available to the public on request and by inspection at its office.

Filing and Contact Details

Filer

Filer Name
Schoxorg
EIN
82-1065475
Phone
8887759990
Address
501 3RD STREET SUITE 300, SAN FRANCISCO, CA 94107

Signing Officer

Name
Kathryn Schox
Title
President
Phone
8887759990
Signed
2023-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Schox
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
0

Preparer

Firm
Navolio & Tallman Llp
Address
2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596
Preparer
David S Tallman
Phone
4159561750
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11TO SUPPORT THE ORGANIZATION'S EXEMPT CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAKER EDUCATION INITIATIVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NEW VENTURE FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GEOHAZARDS INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE PENINSULA COLLEGE FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HELLO FUTURE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5L&J EMPOWERMENT INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SCIENCE IS ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7CENTER FOR CARBON REMOVAL (DBA CARBON180)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SMART READING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9PROJECT AVARY INC (ALTERNATIVE VENTURES FOR AT RISK YOUTH)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10WE GOT US NOW INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11CALIFORNIA REINVESTMENT COALITION
IRS990ScheduleI/RecipientTable/RecipientEIN0834594261
IRS990ScheduleI/RecipientTable/RecipientEIN1205806345
IRS990ScheduleI/RecipientTable/RecipientEIN2760404723
IRS990ScheduleI/RecipientTable/RecipientEIN3264293269
IRS990ScheduleI/RecipientTable/RecipientEIN4814922460
IRS990ScheduleI/RecipientTable/RecipientEIN5812177002
IRS990ScheduleI/RecipientTable/RecipientEIN6263018469
IRS990ScheduleI/RecipientTable/RecipientEIN7812560407
IRS990ScheduleI/RecipientTable/RecipientEIN8931051724
IRS990ScheduleI/RecipientTable/RecipientEIN9680433289
IRS990ScheduleI/RecipientTable/RecipientEIN10364819384
IRS990ScheduleI/RecipientTable/RecipientEIN11943153815
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01808 5TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11201 CONNECTICUT AVE NW NO 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2687 BAY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3526 VALLEY WAT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4245 8TH AVE 149
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5701 W 7TH ST SUITE 204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6650 ROSEWOOD COURT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt71111 BROADWAY FLOOR 3
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8101 SW MARKET STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9PO BOX 150088
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1063 HAMILTON TERRACE NO 36
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11474 VALENCIA STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERKELEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MENLO PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MILPITAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LITTLE ROCK
IRS990ScheduleI/RecipientTable/USAddress/CityNm6LOS ALTOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm7OAKLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm8PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm9SAN RAFAEL
IRS990ScheduleI/RecipientTable/USAddress/CityNm10NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm11SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5AR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094710
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120036
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294025
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395035
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd410011
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd572201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd694024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd794607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd8972015701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd994915
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1010031
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1194103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOX.ORG RECEIVES REGULAR UPDATES FROM GRANT RECIPIENTS. SCHOX.ORG CONTACTS GRANT RECIPIENTS ASKING THEM SPECIFIC QUESTIONS PERTAINING TO THE USE OF FUNDS AND THE IMPACT ACHIEVED DUE TO THE GRANT FUNDS. SCHOX.ORG COMMUNICATES WITH GRANT RECIPIENTS VIA EMAIL, IN PERSON, AND VIA PHONE ON OCCASION. SCHOX.ORG INVITES GRANT RECIPIENTS TO THEIR ANNUAL CELEBRATION EVENT, SO TO SHARE THEIR ACHIEVEMENTS (DUE TO THE GRANT FUNDS) WITH THE SCHOX.ORG TEAM AND MEMBERS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KATHRYN SCHOX AND JEFFREY SCHOX ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND DISCUSSION AMONGST BOARD MEMBERS AND THE CERTIFIED PUBLIC ACCOUNTANT WHO PREPARED THE FORM. ANY QUESTIONS AND ISSUES RAISED ARE ADDRESSED AND, IF NECESSARY, THE FORM 990 IS UPDATED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MAKES COPIES OF ITS GOVERNING DOCUMENTS AND CORPORATE GOVERNANCE POLICIES AVAILABLE TO THE PUBLIC ON REQUEST AND BY INSPECTION AT ITS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0152598
IRS990/TotalAssetsEOYAmt038315
IRS990/TotalAssetsGrp/BOYAmt0152598
IRS990/TotalAssetsGrp/EOYAmt038315
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0100000
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094283
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214283
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0152598
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038315
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0120000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0152598

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