Civic Intelligence

The Schultz Foundation

990PF • Fiscal year 2021 • EIN 94-6073330

Dec 01, 2020 to Nov 30, 2021 • Filed on Dec 10, 2021

Organization Profile
50 Bon Air Center Suite 200Greenbrae, CA 94904

(415) 461-0200

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-2.2%

Higher net margin than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

40th percentile

-0.5%

Faster asset growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

62%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$370,131

Down $1,692 (-0.5%) from 2020

Net Assets

Down

$370,131

Down $1,692 (-0.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin33rd percentile

Revenue

Up

$76,745

Up $29,311 (+62%) from 2020

Expenses

Down

$78,437

Down $12,675 (-14%) from 2020

Net Income

Up

-$1,692

Up $41,986 (+96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $550,691Liabilities 2011: $7622011Assets 2012: $523,743Liabilities 2012: $02012Assets 2013: $534,934Liabilities 2013: $7602013Assets 2014: $508,420Liabilities 2014: $02014Assets 2015: $474,172Liabilities 2015: $02015Assets 2019: $415,501Liabilities 2019: $02019Assets 2020: $371,823Liabilities 2020: $0Net Assets 2020: $371,8232020Assets 2021: $370,131Liabilities 2021: $0Net Assets 2021: $370,1312021Assets 2022: $352,885Liabilities 2022: $612Net Assets 2022: $352,2732022Assets 2023: $295,739Liabilities 2023: $125Net Assets 2023: $295,6142023Assets 2024: $266,410Liabilities 2024: $317Net Assets 2024: $266,0932024Assets 2025: $249,423Liabilities 2025: $274Net Assets 2025: $249,1492025

Highlighted filing

2021

Assets$370,131
Liabilities$0
Net Assets$370,131
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $74,141Expenses 2011: $49,555Net Income 2011: $24,5862011Revenue 2012: $38,162Expenses 2012: $63,585Net Income 2012: -$25,4232012Revenue 2013: $78,046Expenses 2013: $67,615Net Income 2013: $10,4312013Revenue 2014: $45,184Expenses 2014: $70,938Net Income 2014: -$25,7542014Revenue 2015: $43,679Expenses 2015: $77,927Net Income 2015: -$34,2482015Revenue 2019: $52,434Expenses 2019: $89,201Net Income 2019: -$36,7672019Revenue 2020: $47,434Expenses 2020: $91,112Net Income 2020: -$43,6782020Revenue 2021: $76,745Expenses 2021: $78,437Net Income 2021: -$1,6922021Revenue 2022: $70,142Expenses 2022: $88,000Net Income 2022: -$17,8582022Revenue 2023: $31,202Expenses 2023: $87,861Net Income 2023: -$56,6592023Revenue 2024: $59,111Expenses 2024: $88,632Net Income 2024: -$29,5212024Revenue 2025: $88,041Expenses 2025: $102,548Net Income 2025: -$14,5072025

Highlighted filing

2021

Revenue$76,745
Expenses$78,437
Net Income-$1,692
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Dec 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Barbara SchultzV President-$0--
Iyana Christine LevequeSecretary-$0--
Andrea SchultzPres, CFO-$0--
Filing and Contact Details

Filer

Filer Name
The Schultz Foundation
EIN
94-6073330
Phone
4154610200
Address
50 Bon Air Center Suite 200, Greenbrae, CA 94904

Signing Officer

Name
Andrea Schultz
Title
President
Signed
2021-12-10
Raw XML Appendix319 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt033816
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt088319
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0603
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027081
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt088916
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01778311
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary Barbara Schultz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Iyana Christine Leveque
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Andrea Schultz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0V President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Pres, CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt150 Bon Air Center Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt250 Bon Air Center Suite 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6300 Sunny Hills Dr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81030 Columbia Ave
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Santa Rosa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Scaramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4San Rafael
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Novato
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Anselmo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Greenbrae
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Claremont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9San Rafael
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12San Rafael
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd994901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1043216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1145056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1294901
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03286
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt074554
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088319
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077840
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085033
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074554
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0133
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Prepaid Federal Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0603
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01795
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Prep
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01795
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1597
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN REGISTRY OF CHARITABLE TR
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FTB EXEMPT ORGANIZATION FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt120
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Schultz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0946073330
ReturnHeader/Filer/PhoneNum04154610200
ReturnHeader/Filer/USAddress/AddressLine1Txt050 Bon Air Center Suite 200
ReturnHeader/Filer/USAddress/CityNm0Greenbrae
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094904
ReturnHeader/ReturnTs02021-12-10T14:40:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schultz
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,131
Liabilities
$0
Net assets
$370,131
Revenue
$76,745
Expenses
$78,437
Net income
-$1,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.88$1.03$0.15
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.59$0.89$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.31$0.88$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.01$3.52$0.70$0.88$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.77$0.78$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.47$0.91$0.44
2019Summary only. Only limited summary data is available for this year.$4.16$0.00$0.52$0.89$0.37
2015Summary only. Only limited summary data is available for this year.$4.74$0.00$0.44$0.78$0.34
2014Summary only. Only limited summary data is available for this year.$5.08$0.00$0.45$0.71$0.26
2013Summary only. Only limited summary data is available for this year.$5.35$0.01$0.78$0.68$0.10
2012Summary only. Only limited summary data is available for this year.$5.24$0.00$0.38$0.64$0.25
2011Summary only. Only limited summary data is available for this year.$5.51$0.01$0.74$0.50$0.25