Civic Intelligence

Stephen C & Patricia a Schott Foundation

990PF • Fiscal year 2014 • EIN 94-3192795

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 05, 2015

404 Saratoga AvenueSuite STE 100Santa Clara, CA 95050

(408) 985-6000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

5th percentile

-73%

Higher net margin than 5% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

18th percentile

-3.5%

Faster asset growth than 18% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Down

$20,371,944

Down $741,531 (-3.5%) from 2013

Net Assets

Down

$20,371,944

Down $741,531 (-3.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$1,009,698

Down $13,596,151 (-93%) from 2013

Expenses

Down

$1,751,229

Down $1,469,260 (-46%) from 2013

Net Income

Down

-$741,531

Down $12,126,891 (-107%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $4,205,823Liabilities 2011: $02011Assets 2012: $9,728,112Liabilities 2012: $02012Assets 2013: $21,113,475Liabilities 2013: $0Net Assets 2013: $21,113,4752013Assets 2014: $20,371,944Liabilities 2014: $0Net Assets 2014: $20,371,9442014Assets 2015: $20,854,925Liabilities 2015: $0Net Assets 2015: $20,854,9252015Assets 2016: $21,538,645Liabilities 2016: $0Net Assets 2016: $21,538,6452016Assets 2017: $26,746,092Liabilities 2017: $0Net Assets 2017: $26,746,0922017Assets 2018: $28,020,779Liabilities 2018: $0Net Assets 2018: $28,020,7792018Assets 2019: $27,516,658Liabilities 2019: $0Net Assets 2019: $27,516,6582019Assets 2020: $28,430,234Liabilities 2020: $0Net Assets 2020: $28,430,2342020Assets 2021: $28,702,019Liabilities 2021: $0Net Assets 2021: $28,702,0192021Assets 2022: $28,227,767Liabilities 2022: $0Net Assets 2022: $28,227,7672022Assets 2023: $27,829,144Liabilities 2023: $0Net Assets 2023: $27,829,1442023Assets 2024: $28,372,077Liabilities 2024: $0Net Assets 2024: $28,372,0772024

Highlighted filing

2014

Assets$20,371,944
Liabilities$0
Net Assets$20,371,944

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $250,214Expenses 2011: $365,208Net Income 2011: -$114,9942011Revenue 2012: $5,909,155Expenses 2012: $386,866Net Income 2012: $5,522,2892012Revenue 2013: $14,605,849Expenses 2013: $3,220,489Net Income 2013: $11,385,3602013Revenue 2014: $1,009,698Expenses 2014: $1,751,229Net Income 2014: -$741,5312014Revenue 2015: $1,540,113Expenses 2015: $1,057,132Net Income 2015: $482,9812015Revenue 2016: $1,730,138Expenses 2016: $1,046,418Net Income 2016: $683,7202016Revenue 2017: $6,114,576Expenses 2017: $907,129Net Income 2017: $5,207,4472017Revenue 2018: $2,366,153Expenses 2018: $1,091,466Net Income 2018: $1,274,6872018Revenue 2019: $1,470,909Expenses 2019: $1,976,207Net Income 2019: -$505,2982019Revenue 2020: $2,984,666Expenses 2020: $2,075,233Net Income 2020: $909,4332020Revenue 2021: $1,752,464Expenses 2021: $1,588,892Net Income 2021: $163,5722021Revenue 2022: $1,525,051Expenses 2022: $1,987,679Net Income 2022: -$462,6282022Revenue 2023: $1,575,679Expenses 2023: $1,998,226Net Income 2023: -$422,5472023Revenue 2024: $2,251,535Expenses 2024: $1,708,524Net Income 2024: $543,0112024

Highlighted filing

2014

Revenue$1,009,698
Expenses$1,751,229
Net Income-$741,531
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 5, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN C SCHOTTPresident/TreasurerPT$0--
PATRICIA A SCHOTTVice PresidentPT$0--
DANIEL M IKEDASecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Stephen C & Patricia A Schott Foundation
EIN
94-3192795
In Care Of
% CITATION HOMES C/O JESTER LI
Phone
4089856000
Address
404 Saratoga Avenue, Suite STE 100, Santa Clara, CA 95050

Signing Officer

Name
Dan Ikeda
Title
Secretary
Phone
4089856000
Signed
2015-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LANE STE 150, WALNUT CREEK, CA 94598
Preparer
Jennifer Lundberg
Phone
4089856000
Raw XML Appendix363 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04358314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04386940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04367505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01501592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.600099
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01501592
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01501592
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01501592
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0404 SARATOGA AVE STE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA CLARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095050
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CITATION HOMES CO JESTER LIAO
IRS990PF/StatementsRegardingActyGrp/PhoneNum04089856047
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN C SCHOTT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATRICIA A SCHOTT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01501592
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0to provide general assistance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0404 saratoga avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0santa clara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095050
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01501592
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01070907
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01070907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02592640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt073300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0249087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt099631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt099631
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03466826
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0430685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02592640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt073300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0249087
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01501592
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0430685
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03566457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03135772
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0stephen patricia schott
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0404 saratoga avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0santa clara
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095050
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOND PREMIUM AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0112513
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1100332
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0112513
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100332
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC. INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1225
TaxesSchedule/TaxesDetail/Amt211309
TaxesSchedule/TaxesDetail/CategoryTxt0CA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt2INTERNAL REVENUE SERVICE
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Ikeda
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04089856000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen C & Patricia A Schott Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0943192795
ReturnHeader/Filer/InCareOfNm0% CITATION HOMES C/O JESTER LI
ReturnHeader/Filer/PhoneNum04089856000
ReturnHeader/Filer/USAddress/AddressLine1Txt0404 Saratoga Avenue
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite STE 100
ReturnHeader/Filer/USAddress/CityNm0Santa Clara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRUTILLA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 N WIGET LANE STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum04089856000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER LUNDBERG
ReturnHeader/ReturnTs02015-06-11T10:26:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$2.25$1.71$0.54
2023Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$1.58$2.00$0.42
2022Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$1.53$1.99$0.46
2021Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$1.75$1.59$0.16
2020Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$2.98$2.08$0.91
2019Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$1.47$1.98$0.51
2018Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$2.37$1.09$1.27
2017Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$6.11$0.91$5.21
2016Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$1.73$1.05$0.68
2015Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.54$1.06$0.48
2014Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$1.01$1.75$0.74
2013Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$14.6$3.22$11.4
2012Summary only. Only limited summary data is available for this year.$9.73$0.00$5.91$0.39$5.52
2011Summary only. Only limited summary data is available for this year.$4.21$0.00$0.25$0.37$0.11