Civic Intelligence

Schefsky Foundation

EIN 87-3836771 • San Francisco, CA

Pub. 78 Eligible
580 California Street 12th FlrSan Francisco, CA 94104
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

70th percentile

8.8%

Faster asset growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

7505%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$134,109

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

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$134,109

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

Revenue

Up

$9,886

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

Expenses

Down

$2,297

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

Net Income

Up

$7,589

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

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2021: $149,975Liabilities 2021: $1Net Assets 2021: $149,9752021Assets 2022: $135,898Liabilities 2022: $1Net Assets 2022: $135,8982022Assets 2023: $123,241Liabilities 2023: $1Net Assets 2023: $123,2412023Assets 2024: $134,109Liabilities 2024: $0Net Assets 2024: $134,1092024

Highlighted filing

2024

Assets$134,109
Liabilities$0
Net Assets$134,109

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2021: $185,000Expenses 2021: $35,025Net Income 2021: $149,9752021Revenue 2022: -$8,421Expenses 2022: $5,656Net Income 2022: -$14,0772022Revenue 2023: $130Expenses 2023: $12,787Net Income 2023: -$12,6572023Revenue 2024: $9,886Expenses 2024: $2,297Net Income 2024: $7,5892024

Highlighted filing

2024

Revenue$9,886
Expenses$2,297
Net Income$7,589

Filings

Latest Filing Detail
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY J SCHEFSKYPresident-$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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06941
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034762
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033750
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027821
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033750
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040691
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05685
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED GAINS ON INVETSMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1K-1 ENTERPRISE PRODUCTION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DIVIDENDS RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01739
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03163
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1200
OtherDecreasesSchedule/OtherDecreasesDetail/Amt039
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXERCISE TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NON-DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK AND INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0649
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-322
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1670
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTNERS LP - K-1 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENTERPRISE PRODUCTS PARTNERS LP - ORDINARY GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-322
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1670
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-322
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1670
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03319
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1123
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY J SCHEFSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04158120341
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHEFSKY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHE
ReturnHeader/Filer/EIN0873836771
ReturnHeader/Filer/PhoneNum04158120341
ReturnHeader/Filer/USAddress/AddressLine1Txt0580 CALIFORNIA STREET 12TH FLR
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 MONTGOMERY ST SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04153974444
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN TUSING
ReturnHeader/ReturnTs02025-05-14T14:29:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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