Schefsky Foundation

990PF • Fiscal year 2024 • EIN 87-3836771

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

Organization Profile

580 California Street 12th FlrSan Francisco, CA 94104

(415) 812-0341

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.

2024 filings • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

77%

Higher net margin than 95% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

8.8%

Faster asset growth than 65% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

7505%

Faster revenue growth than 100% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

$134,109

Up $10,868 (+8.8%) from 2023

Net Assets

$134,109

Up $10,868 (+8.8%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin95th percentile

Revenue

$9,886

Up $9,756 (+7505%) from 2023

Expenses

Down

$2,297

Down $10,490 (-82%) from 2023

Net Income

$7,589

Up $20,246 (+160%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2024

Assets$134,109

Liabilities$0

Net Assets$134,109

Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2024

Revenue$9,886

Expenses$2,297

Net Income$7,589

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 9, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
GARY J SCHEFSKY	President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Schefsky Foundation
EIN: 87-3836771
Phone: 4158120341
Address: 580 CALIFORNIA STREET 12TH FLR, SAN FRANCISCO, CA 94104

Signing Officer

Name: Gary J Schefsky
Title: President
Phone: 4158120341
Signed: 2025-05-09
Discuss with paid preparer: Yes

Preparer

Firm: Cbiz Advisors LLC
Address: 44 MONTGOMERY ST SUITE 1000, SAN FRANCISCO, CA 94104
Preparer: Kevin Tusing
Phone: 4153974444

Raw XML Appendix333 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	37957
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	24312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	63893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	EXCHANGE-TRADED & CLOSED-END FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	MUTUAL FUNDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	65712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt	0	3450
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	GARY J SCHEFSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	GARY J SCHEFSKY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	94104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4158120341
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	GARY J SCHEFSKY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
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	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	6941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	3882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	2047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	34762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	6941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	33750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	3882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	2047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	27821
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	33750
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	40691
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	5685
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	UNREALIZED GAINS ON INVETSMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	K-1 ENTERPRISE PRODUCTION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	DIVIDENDS RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1739
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	3163
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	200
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	39
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	FEDERAL EXERCISE TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	NON-DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK AND INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	649
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	-322
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	670
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ENTERPRISE PRODUCTS PARTNERS LP - K-1 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ENTERPRISE PRODUCTS PARTNERS LP - ORDINARY GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-322
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	670
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-322
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	670
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3319
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt	0	25
TaxesSchedule/TaxesDetail/Amt	1	123
TaxesSchedule/TaxesDetail/CategoryTxt	0	DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GARY J SCHEFSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4158120341
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE SCHEFSKY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHE
ReturnHeader/Filer/EIN	0	873836771
ReturnHeader/Filer/PhoneNum	0	4158120341
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	580 CALIFORNIA STREET 12TH FLR
ReturnHeader/Filer/USAddress/CityNm	0	SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	44 MONTGOMERY ST SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94104
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4153974444
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KEVIN TUSING
ReturnHeader/ReturnTs	0	2025-05-14T14:29:58-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $134,109
Liabilities: $0
Net assets: $134,109
Revenue: $9,886
Expenses: $2,297
Net income: $7,589

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.10	$0.02	$0.08
2023Detailed filing. Detailed filing data is available for this year.	$1.23	$0.00	$1.23	$0.00	$0.13	$0.13
2022Detailed filing. Detailed filing data is available for this year.	$1.36	$0.00	$1.36	$0.08	$0.06	$0.14
2021Detailed filing. Detailed filing data is available for this year.	$1.50	$0.00	$1.50	$1.85	$0.35	$1.50