Civic Intelligence

The Schultz Foundation

990PF • Fiscal year 2022 • EIN 94-6073330

Dec 01, 2021 to Nov 30, 2022 • Filed on Dec 06, 2022

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

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.7%

Faster asset growth than 39% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-8.6%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$352,885

Down $17,246 (-4.7%) from 2021

Net Assets

Down

$352,273

Down $17,858 (-4.8%) from 2021

Liabilities

Up

$612

Up $612 from 2021

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin19th percentile

Revenue

Down

$70,142

Down $6,603 (-8.6%) from 2021

Expenses

Up

$88,000

Up $9,563 (+12%) from 2021

Net Income

Down

-$17,858

Down $16,166 (-955%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2022

Assets$352,885
Liabilities$612
Net Assets$352,273
Open 2022 Filing

Operations Trend

Revenue Growth34th 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

2022

Revenue$70,142
Expenses$88,000
Net Income-$17,858
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Dec 6, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

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
2022-12-06
Raw XML Appendix309 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/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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt050 Bon Air Center Suite 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6300 Sunny Hills Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71030 Columbia Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt876 Albert Park Ln
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9P O Box 38
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102 South Campus Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11734 A St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12100B Drakes Landing Suite 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Rafael
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Rafael
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/CityNm7Claremont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8San Rafael
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Oxford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11San Rafael
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Greenbrae
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594949
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd791711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd943216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1045056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1194901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1294904
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087000
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/AppliedToCurrentYearAmt01992
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt085033
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086646
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087025
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084654
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt085033
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1975
TaxesSchedule/TaxesDetail/CategoryTxt0ATTY GEN REGISTRY OF CHARITABLE TR
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Schultz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-06
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/ReturnTs02022-12-06T14:52:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schultz
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,885
Liabilities
$612
Net assets
$352,273
Revenue
$70,142
Expenses
$88,000
Net income
-$17,858
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