Civic Intelligence

The Jean C Schroeder Foundation

990PF • Fiscal year 2011 • EIN 91-2144754

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 11, 2012

200 Laurel Lake Drive44236
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

44th percentile

-2.5%

Faster asset growth than 44% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$287,354

Down $7,335 (-2.5%) from 2010

Net Assets

Down

$287,354

Down $7,335 (-2.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$20,182

Up $2,321 (+13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $294,689Liabilities 2010: $0Net Assets 2010: $294,6892010Assets 2011: $287,354Liabilities 2011: $0Net Assets 2011: $287,3542011Assets 2012: $289,290Liabilities 2012: $0Net Assets 2012: $289,2902012Assets 2013: $303,630Liabilities 2013: $0Net Assets 2013: $303,6302013Assets 2014: $299,140Liabilities 2014: $0Net Assets 2014: $299,1402014Assets 2015: $305,921Liabilities 2015: $0Net Assets 2015: $305,9212015Assets 2016: $275,279Liabilities 2016: $0Net Assets 2016: $275,2792016Assets 2017: $271,240Liabilities 2017: $0Net Assets 2017: $271,2402017Assets 2018: $310,640Liabilities 2018: $0Net Assets 2018: $310,6402018Assets 2019: $329,949Liabilities 2019: $0Net Assets 2019: $329,9492019Assets 2020: $332,976Liabilities 2020: $0Net Assets 2020: $332,9762020Assets 2021: $377,731Liabilities 2021: $0Net Assets 2021: $377,7312021Assets 2022: $412,551Liabilities 2022: $0Net Assets 2022: $412,5512022Assets 2023: $427,059Liabilities 2023: $0Net Assets 2023: $427,0592023Assets 2024: $485,381Liabilities 2024: $0Net Assets 2024: $485,3812024

Highlighted filing

2011

Assets$287,354
Liabilities$0
Net Assets$287,354

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $17,8612010Expenses 2011: $20,1822011Expenses 2012: $36,1762012Revenue 2013: $46,259Expenses 2013: $31,919Net Income 2013: $14,3402013Revenue 2014: $16,091Expenses 2014: $31,682Net Income 2014: -$15,5912014Revenue 2015: $14,711Expenses 2015: $17,388Net Income 2015: -$2,6772015Revenue 2016: $5,151Expenses 2016: $35,816Net Income 2016: -$30,6652016Revenue 2017: $21,985Expenses 2017: $25,983Net Income 2017: -$3,9982017Revenue 2018: $60,444Expenses 2018: $21,132Net Income 2018: $39,3122018Revenue 2019: $62,875Expenses 2019: $43,574Net Income 2019: $19,3012019Revenue 2020: $39,470Expenses 2020: $26,288Net Income 2020: $13,1822020Revenue 2021: $90,177Expenses 2021: $37,346Net Income 2021: $52,8312021Revenue 2022: $73,303Expenses 2022: $38,599Net Income 2022: $34,7042022Revenue 2023: $52,962Expenses 2023: $38,454Net Income 2023: $14,5082023Revenue 2024: $97,362Expenses 2024: $39,040Net Income 2024: $58,3222024

Highlighted filing

2011

Revenue-
Expenses$20,182
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 11, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN C SCHROEDERPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLAUREL LAKE FOUNDATIONGENERAL USE501(c)(3)HUDSON, OH, US$5,100
Paid GrantLAKE COUNTY YMCAGENERAL USE501(C)(3)PAINESVILLE, OH, US$3,000
Paid GrantUNIVERSITY HOSPITALSGENERAL USE501(C)(3)CLEVELAND, OH, US$3,000
Paid GrantAKRON SYMPHONY ORCHESTRAGENERAL USE501(c)(3)AKRON, OH, US$2,000
Paid GrantCLEVELAND ORCHESTRAGENERAL USE501(c)(3)CLEVELAND, OH, US$2,000
Paid Grant----$0
Filing and Contact Details

Filer

EIN
91-2144754
Raw XML AppendixShowing 400 of 475 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice43959
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice520
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice77753
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice81393
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss087
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-7335
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0287354
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0294689
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0287354
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted015816
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj015816
IRS990PF/DistributableAmount/DistributableAmountBeforeDed015816
IRS990PF/DistributableAmount/MinimumInvestmentReturn015894
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome078
IRS990PF/DistributableAmount/TotalTax078
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome078
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0306530
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0322712
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances070902
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0251810
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04841
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn015894
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0317871
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0322712
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEAN C SCHROEDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106068 CABOT COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MENTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode044060
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct078
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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0317871
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome078
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions015100
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1014100
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions015022
IRS990PF/QualifyingDistributions/ExpensesAndContributions015100
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm078
IRS990PF/QualifyingDistributions/QualifyingDistributions015100
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JEAN SCHROEDER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03306554029
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10200 LAUREL LAKE DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HUDSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode044236
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0JEAN C SCHROEDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount20
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL USE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LAKE COUNTY YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIVERSITY HOSPITALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LAUREL LAKE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13AKRON SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CLEVELAND ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10933 MENTOR AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1111100 EUCLID AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12200 LAUREL LAKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1317 N BROADWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1411001 EUCLID AVENUE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.97$0.39$0.58
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.53$0.38$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.73$0.39$0.35
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.90$0.37$0.53
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.39$0.26$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.63$0.44$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.60$0.21$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.22$0.26$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.05$0.36$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.15$0.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.16$0.32$0.16
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.46$0.32$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.36
2011Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.18