Civic Intelligence

Schaefer Life

990EZ • Fiscal year 2017 • EIN 94-3322476

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 23, 2018

Organization ProfileN/A
126 Sandalwood CTSanta Rosa, CA 95401

(707) 239-1378

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-8.0%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$33,623

Flat from 2017

Net Assets

$33,623

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Flat

$36,939

Flat from 2017

Expenses

Flat

$32,709

Flat from 2017

Net Income

Flat

$4,230

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th 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: $33,623Net Assets 2017: $33,6232017Assets 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

2017

Assets$33,623
Liabilities-
Net Assets$33,623
Open 2017 Filing

Operations Trend

Revenue Growth36th 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 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

2017

Revenue$36,939
Expenses$32,709
Net Income$4,230
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 23, 2018
Return Version
2016v3.0
Gross Receipts
$61,240
Mission and Program Overview

Mission

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

Schaefer life is committed to involving parents and families in the education of our children

Program Services

DescriptionGrantsExpenses
CHILD ADVOCACY, STUDENT SUPPORT, ENRICHMENT$25,228-
SCHOOLWIDE SUPPORT AND LIBRARY ASSISTANCE$4,573-
CLASSROOM SUPPORT AND OUTDOOR EDUCATION$2,272-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CODIE WALSHPresidentPT$0--
JOHN WAYVice PresidentPT$0--
JULIA MEDRANOSecretaryPT$0--
CAROLYN HICKSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$20,315$20,315$8,503$11,812
Cookie Dough$12,574$12,574$7,253$5,321
Total Events$41,413$41,413$24,301$17,112
Filing and Contact Details

Filer

Filer Name
Schaefer Life
EIN
94-3322476
Phone
7072391378
Address
126 SANDALWOOD CT, SANTA ROSA, CA 95401

Signing Officer

Name
Alexandra Velie
Title
Treasurer
Signed
2018-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Bollinger Glenn Guattery Gunn & McAravy
Address
111 Santa Rosa Ave STE 400, Santa Rosa, CA 95404
Preparer
Kelley P Bollinger
Phone
7075262624
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $255”

Other Expenses.1

“Child advocacy & education $25228”

Other Expenses.2

“SCHOOLWIDE SUPPORT $4693”

Other Expenses.3

“CLASS SUPPLIES $2152”

Raw XML Appendix175 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0ALEXANDRA VELIE
IRS990EZ/BooksInCareOfDetail/PhoneNum07072391378
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029393
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033623
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IRS990EZ/ContributionsGiftsGrantsEtcAmt019825
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04230
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0381
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt041413
IRS990EZ/GrossReceiptsAmt061240
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029393
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033623
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029393
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CODIE WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN WAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIA MEDRANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLYN HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHAEFER LIFE IS COMMITTED TO INVOLVING PARENTS AND FAMILIES IN THE EDUCATION OF OUR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHILD ADVOCACY, STUDENT SUPPORT, ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOLWIDE SUPPORT AND LIBRARY ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CLASSROOM SUPPORT AND OUTDOOR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025228
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14573
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22272
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024301
IRS990EZ/SpecialEventsNetIncomeLossAmt017112
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032709
IRS990EZ/TotalProgramServiceExpensesAmt032073
IRS990EZ/TotalRevenueAmt036939
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062882
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0243909
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0306791
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054205
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057645
IRS990ScheduleA/Total509Grp/TotalAmt0306791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057645
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306791
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024301
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08524
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041413
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017112
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024301
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08503
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHILD ADVOCACY & EDUCATION $25228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOLWIDE SUPPORT $4693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLASS SUPPLIES $2152
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDRA VELIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHAEFER LIFE
ReturnHeader/Filer/BusinessNameControlTxt0SCHA
ReturnHeader/Filer/EIN0943322476
ReturnHeader/Filer/PhoneNum07072391378
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 SANDALWOOD CT
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bollinger Glenn Guattery Gunn & McAravy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Santa Rosa Ave STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075262624
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLEY P BOLLINGER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-23T13:06:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,623
Liabilities
-
Net assets
$33,623
Revenue
$36,939
Expenses
$32,709
Net income
$4,230
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
2017Detailed filing. Detailed filing data is available for this year.$33.6$33.6$36.9$32.7$4.23
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