Civic Intelligence

Schaefer Life

990EZ • Fiscal year 2015 • EIN 94-3322476

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization ProfileN/A
1370 San Miguel RdSanta Rosa, CA 95403

(707) 522-3015

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

9th percentile

-41%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,090

Down $14,057 (-38%) from 2014

Net Assets

Down

$23,090

Down $14,057 (-38%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$34,395

Down $10,472 (-23%) from 2014

Expenses

Up

$48,452

Up $9,581 (+25%) from 2014

Net Income

Down

-$14,057

Down $20,053 (-334%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$40K$30K$20K$10K$0Assets 2012: $33,414Net Assets 2012: $33,4142012Assets 2013: $31,151Net Assets 2013: $31,1512013Assets 2014: $37,147Net Assets 2014: $37,1472014Assets 2015: $23,090Net Assets 2015: $23,0902015Assets 2016: $29,393Liabilities 2016: $02016Assets 2017: $33,623Liabilities 2017: $02017Assets 2018: $30,179Net Assets 2018: $30,1792018Assets 2019: $28,295Net Assets 2019: $28,2952019Assets 2020: $25,596Liabilities 2020: $02020

Highlighted filing

2015

Assets$23,090
Liabilities-
Net Assets$23,090
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $48,457Expenses 2012: $51,425Net Income 2012: -$2,9682012Revenue 2013: $36,618Expenses 2013: $33,654Net Income 2013: $2,9642013Revenue 2014: $44,867Expenses 2014: $38,871Net Income 2014: $5,9962014Revenue 2015: $34,395Expenses 2015: $48,452Net Income 2015: -$14,0572015Revenue 2016: $40,148Expenses 2016: $33,845Net Income 2016: $6,3032016Revenue 2017: $36,939Expenses 2017: $32,709Net Income 2017: $4,2302017Revenue 2018: $24,215Expenses 2018: $27,659Net Income 2018: -$3,4442018Revenue 2019: $23,988Expenses 2019: $25,872Net Income 2019: -$1,8842019Revenue 2020: $21,875Expenses 2020: $24,574Net Income 2020: -$2,6992020

Highlighted filing

2015

Revenue$34,395
Expenses$48,452
Net Income-$14,057
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$54,205
Mission and Program Overview

Mission

Shaefer Life is committed involving parents and families in the education of our children

Program Services

DescriptionGrantsExpenses
Child Advocacy- Student Support - Enrichment - Education$32,349-
SCHOOL WIDE SUPPORT AND LIBRARY ASSISTANCE$10,422-
CLASSROOM SUPPORT AND OUTDOOR EDUCATION$4,668-
PARENT AND TEACHER OUTREACH--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
John WayPresidentPT$0--
Cindy PedersonVice PresidentPT$0--
Evette MinorTreasurerPT$0--
Codie WelshSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$13,958$13,958$6,623$7,335
Cookie Dough Sales$7,875$7,875$4,529$3,346
Total Events$27,492$27,492$14,900$12,592
Filing and Contact Details

Filer

Filer Name
Schaefer LIFE
EIN
94-3322476
Address
1370 San Miguel Rd, Santa Rosa, CA 95403

Signing Officer

Name
Evette Minor
Title
Treasurer
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Pickford & Associates Inc
Address
765 Baywood Drive Suite 133, Petaluma, CA 94954
Preparer
Douglas H Pickford EA
Phone
7077730255
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Child advicocy and educational $32349”

Other Expenses.2

“Schoolwide support $10422”

Other Expenses.3

“Class supplies and resource $4668”

Other Expenses.4

“TAX PREP $400”

Other Expenses.5

“INSURANCE EXPENSE $350”

Other Expenses.6

“General supplies and operation $263”

Raw XML Appendix176 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Carolyn Hicks
IRS990EZ/BooksInCareOfDetail/PhoneNum07075223015
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01370 San Miguel Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Rosa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095403
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037147
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023090
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021672
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14057
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037147
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023090
IRS990EZ/FundraisingGrossIncomeAmt032533
IRS990EZ/GrossReceiptsAmt054205
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023090
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John Way
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cindy Pederson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Evette Minor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Codie Welsh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048452
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Shaefer Life is committed involving parents and families in the education of our children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Child Advocacy- Student Support - Enrichment - Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM SUPPORT AND OUTDOOR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL WIDE SUPPORT AND LIBRARY ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PARENT AND TEACHER OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032349
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14668
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt210422
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019810
IRS990EZ/SpecialEventsNetIncomeLossAmt012723
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048452
IRS990EZ/TotalProgramServiceExpensesAmt047439
IRS990EZ/TotalRevenueAmt034395
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038695
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0106560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0324024
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0362719
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0107498
IRS990ScheduleA/Total509Grp/TotalAmt0362719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0107498
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0362719
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014900
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013958
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05659
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027492
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012592
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03748
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014900
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06623
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04529
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHILD ADVICOCY AND EDUCATIONAL $32349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOLWIDE SUPPORT $10422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASS SUPPLIES AND RESOURCE $4668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX PREP $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE EXPENSE $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GENERAL SUPPLIES AND OPERATION $263
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Evette Minor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schaefer LIFE
ReturnHeader/Filer/BusinessNameControlTxt0SCHA
ReturnHeader/Filer/EIN0943322476
ReturnHeader/Filer/USAddress/AddressLine1Txt01370 San Miguel Rd
ReturnHeader/Filer/USAddress/CityNm0Santa Rosa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pickford & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0765 Baywood Drive Suite 133
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Petaluma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094954
ReturnHeader/PreparerPersonGrp/PhoneNum07077730255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas H Pickford EA
ReturnHeader/ReturnTs02015-11-11T12:23:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,090
Liabilities
-
Net assets
$23,090
Revenue
$34,395
Expenses
$48,452
Net income
-$14,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Summary only. Only limited summary data is available for this year.$25.6$0.00$21.9$24.6$2.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$28.3$24.0$25.9$1.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$30.2$24.2$27.7$3.44
2017Summary only. Only limited summary data is available for this year.$33.6$0.00$36.9$32.7$4.23
2016Summary only. Only limited summary data is available for this year.$29.4$0.00$40.1$33.8$6.30
2015Detailed filing. Detailed filing data is available for this year.$23.1$23.1$34.4$48.5$14.1
2014Detailed filing. Detailed filing data is available for this year.$37.1$37.1$44.9$38.9$6.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$31.2$36.6$33.7$2.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.4$33.4$48.5$51.4$2.97
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits