Civic Intelligence

Sara Schottenstein Foundation

EIN 85-2210258 • San Francisco, CA

111 Pine Street 9th FloorSan Francisco, CA 94111-5602
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $825,958 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $825,958 (-100%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $41,573 (-100%) from 2023

Expenses

Up

$826,442

Up $577,340 (+232%) from 2023

Net Income

Down

-$826,442

Down $618,913 (-298%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,133,199Liabilities 2021: $0Net Assets 2021: $1,133,1992021Assets 2022: $1,060,946Liabilities 2022: $11,994Net Assets 2022: $1,048,9522022Assets 2023: $825,958Liabilities 2023: $0Net Assets 2023: $825,9582023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,170,225Expenses 2021: $264,805Net Income 2021: $1,905,4202021Revenue 2022: $13,113Expenses 2022: $97,360Net Income 2022: -$84,2472022Revenue 2023: $41,573Expenses 2023: $249,102Net Income 2023: -$207,5292023Revenue 2024: $0Expenses 2024: $826,442Net Income 2024: -$826,4422024

Highlighted filing

2024

Revenue$0
Expenses$826,442
Net Income-$826,442
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$826,442
Net income
-$826,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.83$0.83
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.25$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.05$0.01$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$2.17$0.26$1.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Jan 11, 2024
Signed
Feb 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY S SCHOTTENSTEINPresident, Director-$0--
STUART WESCHLERTreasurer, Director-$0--
MICHAEL SCHOTTENSTEINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sara Schottenstein Foundation
EIN
85-2210258
Phone
4159561750
Address
111 PINE STREET 9TH FLOOR, SAN FRANCISCO, CA 94111-5602

Signing Officer

Name
Jeffrey Schottenstein
Title
President, Director
Phone
4153504255
Signed
2025-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Navolio & Tallman Llp
Address
2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596
Preparer
David S Tallman
Phone
4159561750
Raw XML Appendix275 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/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0826406
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0825797
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01273807
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0448010
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE SARA SCHOTTENSTEIN FOUNDATION WAS ISSUED A CERTIFICATE OF DISSOLUTION RECORDED BY THE CA SECRETARY OF STATE JANUARY 3, 2024. ALL ASSETS OF THE FOUNDATION WERE DISTRIBUTED BY JANUARY 11,2024 TO CHARITABLE ENTITIES.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0484
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENTS TO NET FUND ASSETS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY SCHOTTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04153504255
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARA SCHOTTENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0852210258
ReturnHeader/Filer/PhoneNum04159561750
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 PINE STREET 9TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941115602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261367143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAVOLIO & TALLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 N CALIFORNIA BLVD SUITE 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum04159561750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S TALLMAN
ReturnHeader/ReturnTs02025-02-17T17:59:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-01-11
ReturnHeader/TaxYr02024

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