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Schofield Foundation FY2021 filing

Tax-deductible

Kenmore, NY501(c)(3) EIN 16-1190702Revenue $76K in FY2021

On file with the IRSschofieldcare.org3333 Elmwood Ave, 14217-1081 · Kenmore, NYTax-exempt since Aug 1983Publicly supported charity — 170(b)(1)(A)(vi)

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Schofield Foundation supported events and activities at Schofield Residence and affiliate to enhance the quality of life for residents at the 120 bed facility, ADHCP, and home care programs.

501(c)(3) charity; gifts are tax-deductible.
5¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $28K a year · 21% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
5%
of spending
Concern: 5% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
35 mo
of spending, in cash
Plus $373K in investments, Pt X · Ln 11–13
Looks good: 34.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $17
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$67K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$76K
-72% vs prior year
Spent
$67K
To programs
5%
Net assets
$500K
By yearFY2020–FY2024
Revenue
$76K
FY2021▼ -72%
Tap a bar for its year
Revenue by fiscal year
FY2020$272K
FY2021$76K
FY2022$151K
FY2023$54K
FY2024$117K
Expenses
$67K
FY2021▼ -59%
Tap a bar for its year
Expenses by fiscal year
FY2020$164K
FY2021$67K
FY2022$83K
FY2023$195K
FY2024$24K
Net assets
$500K
FY2021▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$432K
FY2021$500K
FY2022$506K
FY2023$405K
FY2024$586K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

5 cents of each dollar spent went to programs.

Program services 5% · $3K Management & general 95% · $64K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
Randy Gerlach
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James Campbell
Vice Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Schofield Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enhances resident quality of life through events and activities at Schofield Residence and affiliate programs.

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Provided by the organization

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1 program · $3K · in their own filed words · FY2021
01

Schofield Foundation supported events and activities at Schofield Residence and affiliate to enhance the quality of life for residents at the 120 bed facility, ADHCP, and home care programs.

$3Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Amazonsmile FoundationFY2023$17
Total grants receivedfrom 1 funder$17
Grants paid · 1 grant · $90K · 2020–2020
Schofield Residence INCNY · FY2020$90,199

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$76K
Ln 12
Gifts and grantsLn 1h$52K
Investment incomeLn 3$24K
Money outPt IX
$67K
Ln 25
Programscol B$3K
Managementcol C$64K
Owns and owesPt X
$500K
net assets · Ln 32
Cash and savingsLn 1–2$194K
Total assetsLn 16$567K
LiabilitiesLn 26$67K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$52K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$24K
Total revenueLn 12$76K
Assets in detailPt X, end of year
CashLn 1$194K
SavingsLn 2$0
Cash and savings togetherLn 1–2$194K
InvestmentsLn 11–13$373K
Total assetsLn 16$567K
LiabilitiesLn 26$67K
Net assetsLn 32$500K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$142K$194K
InvestmentsLn 11–13$290K$373K
Total assetsLn 16$432K$567K
LiabilitiesLn 26$0$67K
Net assetsLn 32$432K$500K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3K$3K
Management feesLn 11a$59K$59K
Accounting feesLn 11c$2K$2K
Office expensesLn 13$23$23
Information technologyLn 14$2K$2K
Total functional expensesLn 25$67K$3K$64K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $117K$24K$93K$586K 990 PDF
FY2023 $54K$195K−$140K$405K 990 PDF
FY2022 $151K$83K$68K$506K 990 PDF
FY2021 Viewing $76K$67K$9K$500K 990 PDF
FY2020 $272K$164K$108K$432K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $75,901 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $267,526$52,385
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $4,288$23,516
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $271,814$75,901
I-13 Grants and similar amounts paidPrior year $90,199$3,168
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $73,307$63,694
I-18 Total expensesPrior year $163,506$66,862
I-19 Revenue less expensesPrior year $108,308$9,039
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $75,901 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$52,385
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$52,385
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $23,516$23,516
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $23,516$75,901
Part IX · Statement of functional expenses $66,862 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $3,168$3,168
IX-11a Management feesManagement $59,251$59,251
IX-11c Accounting feesManagement $2,095$2,095
IX-13 Office expensesPrograms $23$23
IX-14 Information technologyManagement $2,325$2,325
IX-25 Total functional expensesPrograms $3,191 · Management $63,671 · Fundraising $0$66,862
Part X · Balance sheet $567,036 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $141,645$194,275
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $389$0
X-4 Accounts receivable$0
X-11 Publicly traded securitiesStart of year $290,284$372,761
X-16 Total assetsStart of year $432,318$567,036
X-17 Accounts payable and accrued expensesStart of year $0$66,720
X-26 Total liabilitiesStart of year $0$66,720
X-27 Net assets without donor restrictionsStart of year $327,807$395,805
X-28 Net assets with donor restrictionsStart of year $104,511$104,511
X-32 Total net assets or fund balancesStart of year $432,318$500,316
X-33 Total liabilities and net assetsStart of year $432,318$567,036
Part XI · Reconciliation of net assets $500,316 net assets at year end
XI-1 Total revenue$75,901
XI-2 Total expenses$66,862
XI-3 Revenue less expenses$9,039
XI-4 Net assets at start of year$432,318
XI-5 Net unrealized gains (losses) on investments$58,959
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$500,316

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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