Civic Intelligence

Kevin Schoeler Foundation 22 E 74 C20

EIN 95-4769079 • Fort Lauderdale, FL

2709 NE 26th AveFort Lauderdale, FL 33306
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-1705%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-19%

Faster revenue growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $479,697 (-100%) from 2022

Liabilities

Down

$0

Down $16,805 (-100%) from 2022

Net Assets

Down

$0

Down $462,892 (-100%) from 2022

Revenue

Down

$27,152

Down $6,491 (-19%) from 2022

Expenses

Up

$490,044

Up $453,949 (+1258%) from 2022

Net Income

Down

-$462,892

Down $460,440 (-18778%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $456,717Liabilities 2011: $02011Assets 2012: $518,314Liabilities 2012: $02012Assets 2013: $528,556Liabilities 2013: $02013Assets 2014: $513,533Liabilities 2014: $02014Assets 2015: $499,235Liabilities 2015: $1Net Assets 2015: $499,2352015Assets 2016: $478,087Liabilities 2016: $1Net Assets 2016: $478,0872016Assets 2017: $479,679Liabilities 2017: $0Net Assets 2017: $479,6792017Assets 2018: $467,771Liabilities 2018: $0Net Assets 2018: $467,7712018Assets 2019: $461,242Liabilities 2019: $1Net Assets 2019: $461,2422019Assets 2020: $455,199Liabilities 2020: $1Net Assets 2020: $455,1992020Assets 2021: $465,344Liabilities 2021: $1Net Assets 2021: $465,3442021Assets 2022: $479,697Liabilities 2022: $16,805Net Assets 2022: $462,8922022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500K$0-$500KRevenue 2011: $32,135Expenses 2011: $33,448Net Income 2011: -$1,3132011Revenue 2012: $73,408Expenses 2012: $25,413Net Income 2012: $47,9952012Revenue 2013: $55,659Expenses 2013: $31,815Net Income 2013: $23,8442013Revenue 2014: $22,831Expenses 2014: $37,855Net Income 2014: -$15,0242014Revenue 2015: $24,435Expenses 2015: $38,733Net Income 2015: -$14,2982015Revenue 2016: $14,660Expenses 2016: $35,905Net Income 2016: -$21,2452016Revenue 2017: $34,370Expenses 2017: $33,041Net Income 2017: $1,3292017Revenue 2018: $30,380Expenses 2018: $42,288Net Income 2018: -$11,9082018Revenue 2019: $30,458Expenses 2019: $32,438Net Income 2019: -$1,9802019Revenue 2020: $25,136Expenses 2020: $31,179Net Income 2020: -$6,0432020Revenue 2021: $43,571Expenses 2021: $33,426Net Income 2021: $10,1452021Revenue 2022: $33,643Expenses 2022: $36,095Net Income 2022: -$2,4522022Revenue 2023: $27,152Expenses 2023: $490,044Net Income 2023: -$462,8922023

Highlighted filing

2023

Revenue$27,152
Expenses$490,044
Net Income-$462,892

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Nov 17, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN G SCHOELERPresident-$0--
PHILIP VAN DER VOETSecretary-$0--
J LAWRENCE HOLMESTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREATER HORIZONS DONOR ADVISED FUNDDISTRIBUTED CASH/MUTUAL FUNDS TO DONOR ADVISED FUNDDONOR ADVISED FUNDKANSAS CITY, MO, US$480,445
Filing and Contact Details

Filer

Filer Name
Kevin G Schoeler Foundation
EIN
95-4769079
Phone
7142364800
Address
2709 NE 26TH AVE, FORT LAUDERDALE, FL 33306

Signing Officer

Name
Kevin Schoeler
Title
President
Phone
7142364800
Signed
2023-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Rasmuson & Ward an Acctcy Corp
Address
4281 KATELLA AVENUE SUITE 122, LOS ALAMITOS, CA 90720
Preparer
Sarah M Rasmuson
Phone
7142364800
Raw XML Appendix318 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0480445
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREATER HORIZONS DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01055 BROADWAY BLVD STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0480445
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021290
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025879
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0436116
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0436116
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0483285
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0436116
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0436116
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025879
LiquidationExplanationStmt/ExplanationTxt0KEVIN G. SCHOELER FOUNDATION HAS ELECTED TO WIND UP AND DISSOLVE. ALL ASSETS WERE TRANSFERRED TO GREATER HORIZONS DONOR ADVISED FUND AS OF SEPTEMBER 26, 2023. ASSETS INCLUDED CASH & MUTUAL FUNDS HELD AT MERRILL LYNCH WITH A FAIR MARKET VALUE TOTALING $524,363.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03775
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03775
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt016805
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BANK OVERDRAFT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt0129
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1CALIFORNIA TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0129
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN SCHOELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07142364800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEVIN G SCHOELER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KEVI
ReturnHeader/Filer/EIN0954769079
ReturnHeader/Filer/PhoneNum07142364800
ReturnHeader/Filer/USAddress/AddressLine1Txt02709 NE 26TH AVE
ReturnHeader/Filer/USAddress/CityNm0FORT LAUDERDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330772108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RASMUSON & WARD AN ACCTCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04281 KATELLA AVENUE SUITE 122
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum07142364800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH M RASMUSON
ReturnHeader/ReturnTs02023-11-27T15:12:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHOELER
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-26
ReturnHeader/TaxYr02022

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