Civic Intelligence

The Schram Family Foundation

EIN 83-3318104 • Doylestown, PA

Pub. 78 Eligible
5530 Carversville RoadDoylestown, PA 18902
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

31%

Higher net margin than 78% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-4.8%

Faster asset growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.8%

Faster revenue growth than 42% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,497,161

Down $75,540 (-4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,497,161

Down $75,540 (-4.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin78th percentile

Revenue

Up

$292,280

Up $10,769 (+3.8%) from 2023

Expenses

Up

$200,456

Up $31,083 (+18%) from 2023

Net Income

Down

$91,824

Down $20,314 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,474,020Liabilities 2019: $02019Assets 2020: $1,478,926Liabilities 2020: $0Net Assets 2020: $1,478,9262020Assets 2021: $1,533,824Liabilities 2021: $0Net Assets 2021: $1,533,8242021Assets 2022: $1,541,708Liabilities 2022: $0Net Assets 2022: $1,541,7082022Assets 2023: $1,572,701Liabilities 2023: $0Net Assets 2023: $1,572,7012023Assets 2024: $1,497,161Liabilities 2024: $0Net Assets 2024: $1,497,1612024

Highlighted filing

2024

Assets$1,497,161
Liabilities$0
Net Assets$1,497,161
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Revenue 2019: $2,553,819Expenses 2019: $45,000Net Income 2019: $2,508,8192019Revenue 2020: $141,703Expenses 2020: $54,606Net Income 2020: $87,0972020Revenue 2021: $194,277Expenses 2021: $61,856Net Income 2021: $132,4212021Revenue 2022: $277,202Expenses 2022: $149,994Net Income 2022: $127,2082022Revenue 2023: $281,511Expenses 2023: $169,373Net Income 2023: $112,1382023Revenue 2024: $292,280Expenses 2024: $200,456Net Income 2024: $91,8242024

Highlighted filing

2024

Revenue$292,280
Expenses$200,456
Net Income$91,824
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,497,161
Liabilities
$0
Net assets
$1,497,161
Revenue
$292,280
Expenses
$200,456
Net income
$91,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.29$0.20$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.28$0.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.28$0.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.19$0.06$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.14$0.05$0.09
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$2.55$0.05$2.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE J SCHRAMPresident/ Treasurer/ Director-$0--
CAROLE A SCHRAMSecretary/ Director-$0--
ELIZABETH SCHRAMDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Schram Family Foundation
EIN
83-3318104
Phone
6514942054
Address
5530 CARVERSVILLE ROAD, DOYLESTOWN, PA 18902

Signing Officer

Name
Lee J Schram
Title
President/ Treasurer/ Director
Phone
6514942054
Signed
2025-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Benjamin M Hake CPA
Phone
9133382727
Raw XML AppendixShowing 400 of 454 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PURPOSE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL PURPOSE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL PURPOSE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FRIENDS OF PENN VET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL PURPOSE CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LEGACY OF LIFE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ST MARTIN OF TOURS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10TUNNEL TO TOWERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61333 SOUTH MAYFLOWER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71911 W 30TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81 RIVERSTONE CIRCLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1113155 NOEL RD SUITE 900
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0111427
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05423
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0191000
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DOYLESTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd018902
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0198369

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