Sara Schottenstein Foundation

990PF • Fiscal year 2023 • EIN 85-2210258

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization Profile

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

(415) 956-1750

Siviq Scores

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

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

-499%

Higher net margin than 2% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

-22%

Faster asset growth than 8% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

217%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets40th percentile

Assets

Down

$825,958

Down $234,988 (-22%) from 2022

Net Assets

Down

$825,958

Down $222,994 (-21%) from 2022

Liabilities

Down

Down $11,994 (-100%) from 2022

Revenue And Expenses

Liabilities / Revenue40th percentile Net Margin2nd percentile

Revenue

$41,573

Up $28,460 (+217%) from 2022

Expenses

$249,102

Up $151,742 (+156%) from 2022

Net Income

Down

-$207,529

Down $123,282 (-146%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

Highlighted filing

2023

Assets$825,958

Liabilities$0

Net Assets$825,958

Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

Highlighted filing

2023

Revenue$41,573

Expenses$249,102

Net Income-$207,529

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Nov 11, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JEFFREY S SCHOTTENSTEIN	President, Director	-	$0	-	-
STUART WESCHLER	Treasurer, Director	-	$0	-	-
MICHAEL SCHOTTENSTEIN	Secretary	-	$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: 2024-11-11
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 Appendix324 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	15445
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	41573
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	41573
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	777
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	4
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	228,000.00 VANGUARD TREASURY MONEY MARKET FUND
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	44604
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	910598
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	9896
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	13659
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	44847
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	896939
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	910598
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JEFFREY S SCHOTTENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	STUART WESCHLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MICHAEL SCHOTTENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	111 PINE STREET 9TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	111 PINE STREET 9TH FLOOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	SARASCHOTTENSTEINFOUNDATION.ORG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	UCSF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	STANFORD UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MILBRAE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	21205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	94305
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	225000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	44604
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	44604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	21386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	246228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	448010
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	180396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	21386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	246228
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	225000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	180396
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	448010
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	267614
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	7876
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	7876
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	15465
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PRIOR YEAR ADJUSTMENTS TO NET FUND ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	432
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	120
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	432
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	225
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	11994
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	OVERDRAWN BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	4
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JEFFREY SCHOTTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4153504255
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SARA SCHOTTENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SARA
ReturnHeader/Filer/EIN	0	852210258
ReturnHeader/Filer/PhoneNum	0	4159561750
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	111 PINE STREET 9TH FLOOR
ReturnHeader/Filer/USAddress/CityNm	0	SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	941115602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	261367143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NAVOLIO & TALLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2121 N CALIFORNIA BLVD SUITE 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94596
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4159561750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID S TALLMAN
ReturnHeader/ReturnTs	0	2024-11-13T16:50:43-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $825,958
Liabilities: $0
Net assets: $825,958
Revenue: $41,573
Expenses: $249,102
Net income: -$207,529

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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