Civic Intelligence

Albert L Schultz and Janet a Schultz 1991 Supporting Foundation

990 • Fiscal year 2013 • EIN 94-3148922

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 30, 2014

Organization ProfileN/A
121 Steuart Street94105-1236
Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

100th percentile

3549%

Faster asset growth than 100% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$27,334,934

Up $26,585,899 (+3549%) from 2012

Net Assets

Up

$27,001,034

Up $26,585,919 (+6404%) from 2012

Liabilities

Down

$333,900

Down $20 (-0.0%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,250

Up $150 (+1.5%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$30M$20M$10M$0Assets 2011: $722,719Liabilities 2011: $338,028Net Assets 2011: $384,6912011Assets 2012: $749,035Liabilities 2012: $333,920Net Assets 2012: $415,1152012Assets 2013: $27,334,934Liabilities 2013: $333,900Net Assets 2013: $27,001,0342013Assets 2014: $12,146,041Liabilities 2014: $5,127,500Net Assets 2014: $7,018,5412014Assets 2015: $2,710,577Liabilities 2015: $2,500Net Assets 2015: $2,708,0772015Assets 2016: $2,637,170Liabilities 2016: $1,750Net Assets 2016: $2,635,4202016Assets 2017: $2,633,412Liabilities 2017: $375Net Assets 2017: $2,633,0372017Assets 2018: $2,632,566Liabilities 2018: $1,375Net Assets 2018: $2,631,1912018Assets 2019: $2,632,010Liabilities 2019: $375Net Assets 2019: $2,631,6352019Assets 2020: $2,632,084Liabilities 2020: $2,375Net Assets 2020: $2,629,7092020Assets 2021: $2,628,749Liabilities 2021: $1,375Net Assets 2021: $2,627,3742021Assets 2022: $2,625,431Liabilities 2022: $375Net Assets 2022: $2,625,0562022Assets 2023: $2,626,940Liabilities 2023: $375Net Assets 2023: $2,626,5652023Assets 2024: $2,627,629Liabilities 2024: $375Net Assets 2024: $2,627,2542024

Highlighted filing

2013

Assets$27,334,934
Liabilities$333,900
Net Assets$27,001,034
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $106,568Expenses 2011: $110,035Net Income 2011: -$3,4672011Expenses 2012: $10,1002012Expenses 2013: $10,2502013Revenue 2014: $7,894,158Expenses 2014: $21,038,622Net Income 2014: -$13,144,4642014Revenue 2015: $5,872,876Expenses 2015: $4,918,458Net Income 2015: $954,4182015Revenue 2016: $166,664Expenses 2016: $8,467Net Income 2016: $158,1972016Revenue 2017: $177Expenses 2017: $2,560Net Income 2017: -$2,3832017Revenue 2018: $714Expenses 2018: $2,560Net Income 2018: -$1,8462018Revenue 2019: $2,668Expenses 2019: $2,224Net Income 2019: $4442019Revenue 2020: $1,594Expenses 2020: $3,520Net Income 2020: -$1,9262020Revenue 2021: $175Expenses 2021: $2,510Net Income 2021: -$2,3352021Revenue 2022: $202Expenses 2022: $2,520Net Income 2022: -$2,3182022Revenue 2023: $4,309Expenses 2023: $2,800Net Income 2023: $1,5092023Revenue 2024: $5,884Expenses 2024: $5,195Net Income 2024: $6892024

Highlighted filing

2013

Revenue-
Expenses$10,250
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 30, 2014
Return Version
2012v2.1
Gross Receipts
$12,000,410
Mission and Program Overview

Mission

The foundation operates exclusively for charitable, educational or religious purposes by conducting or supporting activities for the benefit of, or to carry out the purposes of the jewish community federation of san francisco, the peninsula, marin and sonoma counties.

Filing and Contact Details

Filer

EIN
94-3148922
Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990, PART IV, LINE 12 & PART XII, LINE 2A: THE ORGANIZATION RESPONDED "NO" TO THIS QUESTION BECAUSE THE FORM 990 IS FILED FOR THE ORGANIZATION ON A STAND-ALONE BASIS, WHILE THE AUDITED FINANCIALS ARE PREPARED ON A CONSOLIDATED BASIS WITH THE RESULTS OF ITS SUPPORTED ORGANIZATION. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE CONSOLIDATED WITH THOSE OF ITS SUPPORTED ORGANIZATION, AND AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM IN ACCORDANCE WITH GAAP. THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation1DEANA FREEDMAN IS THE WIFE OF HARVEY FREEDMAN.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF A RELATED PARTY'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE FORM 990 IS REVIEWED BY THE TREASURER. THE PRESIDENT AND/OR OTHER OFFICERS RECEIVE THE FINAL VERSION OF THE FORM PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR OFFICERS AND DIRECTORS' CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF AN ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL OFFICERS AND DIRECTORS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. THE SUPPORTED ORGANIZATION'S CFO ALSO RECEIVES A COPY OF THE SUMMARY AND REVIEWS ALL FORMS AND IS RESPONSIBLE FOR ASSURING APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND DISCLOSURE IN THE ANNUAL TAX FILINGS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED BY A RELATED PARTY, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF'). JCF DOES A COMPENSATION SURVEY AND ANALYSIS FOR THE SENIOR LEVEL POSITIONS. JCF LOOKS AT COMPENSATION THAT IS EQUITABLE INTERNALLY AND EXTERNALLY FOR THESE POSITIONS. THE EXECUTIVE COMMITTEE OFFICERS APPROVE THE COMPENSATION FOR THE CEO. THERE IS A PERIODIC REVIEW OF ALL SALARIES FROM AN INDEPENDENT PROFESSIONAL COMPENSATION ORGANIZATION. THE REVIEW INCLUDES SIMILAR POSITIONS IN THE NON-PROFIT AND FOR-PROFIT SECTOR LOCALLY AND IS ADJUSTED NATIONALLY. THE COMPENSATION REVIEW ALSO ANALYZES COMPENSATION INFORMATION FROM OTHER FORM 990S FOR SIMILAR ORGANIZATIONS AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION IS A PART OF THE JEWISH COMMUNITY FEDERATION, A RELATED PARTY, THAT MAKES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR THE MOST RECENT THREE YEARS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6ESTATE ASSETS RECEIVABLE FROM CHARITABLE REMAINDER TRUST 14,900,000.
IRS990ScheduleO/GeneralExplanation/Explanation7AT THE END OF THE REPORTING YEAR, THE ALBERT L. SCHULTZ & JANET A. SCHULTZ 1991 SUPPORTING FOUNDATION RECORDED A RECEIVABLE OF $14,900,000 ON THE BOOKS FOR ASSETS TO BE RECEIVED FROM A CHARITABLE REMAINDER TRUST IN THE ALBERT SCHULTZ ESTATE. THE AMOUNT RECORDED IS STRICTLY AN ESTIMATE AND NO INFORMATION REGARDING THE CONTENTS OF THE TRUST IS KNOWN AS OF THE DATE IN WHICH THIS RETURN WAS FILED. THEREFORE, SCHEDULE B COULD NOT BE APPROPRIATELY COMPLETED. ONCE THE CONTENTS OF THE TRUST ARE CONTRIBUTED TO THE FOUNDATION, THE FOUNDATION WILL RECORD THE CONTRIBUTIONS IN REVENUE.
IRS990ScheduleO/GeneralExplanation/Explanation8DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE EITHER LEFT BLANK OR ANSWERED NO AS FOLLOWS: 1) PART IV, QUESTION 5, 24B, 24C, 24D 2) PART V, QUESTION 1C, 3B, 5C, 6B, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 13A, 13B, 13C 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE J, QUESTION 1B, 2, 9
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved010000
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10JEWISH COMMUNITY FEDERATION OF SF
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0M
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10121 STEUART STREET
IRS990/TheBooksAreInCareOf/AddressUS/City0SAN FRANCISCO
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0941051236
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10HOLDEN LEE
IRS990/TheBooksAreInCareOf/TelephoneNumber04157770411
IRS990/TotalAssets/BOY0749035
IRS990/TotalAssetsBOY0749035
IRS990/TotalAssets/EOY027334934
IRS990/TotalAssetsEOY027334934
IRS990/TotalCompGT150K01
IRS990/TotalContributions011749471
IRS990/TotalExpensesCurrentYear010250
IRS990/TotalExpensesPriorYear010100
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral010250
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total010250
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0333920
IRS990/TotalLiabilitiesBOY0333920
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IRS990/TotalLiabilitiesEOY0333900
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IRS990/TotalLiabNetAssetsFundBalances/EOY027334934
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0415115
IRS990/TotalNetAssetsFundBalances/EOY027001034
IRS990/TotalOtherCompensation018097
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalReportableCompFrmRltdOrgs0309717
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear011812554
IRS990/TotalRevenue/ExclusionAmount063083
IRS990/TotalRevenuePriorYear028634
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn011812554
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY0415115
IRS990/UnrestrictedNetAssets/EOY027001034
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01991
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0943148922
ReturnHeader/Filer/Name/BusinessNameLine10ALBERT L SCHULTZ & JANET A SCHULTZ
ReturnHeader/Filer/Name/BusinessNameLine201991 SUPPORTING FOUNDATION
ReturnHeader/Filer/NameControl0ALBE
ReturnHeader/Filer/Phone04157770411
ReturnHeader/Filer/USAddress/AddressLine10121 STEUART STREET
ReturnHeader/Filer/USAddress/City0SAN FRANCISCO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0941051236

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$27,334,934
Liabilities
$333,900
Net assets
$27,001,034
Revenue
-
Expenses
$10,250
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.01$0.01$0.00
2023Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.00$0.00$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.00$0.00$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.17$0.01$0.16
2015Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$5.87$4.92$0.95
2014Detailed filing. Detailed filing data is available for this year.$12.1$5.13$7.02$7.89$21.0$13.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$0.33$27.0$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.33$0.42$0.01
2011Summary only. Only limited summary data is available for this year.$0.72$0.34$0.38$0.11$0.11$0.00