TPhilanthropy, Voluntarism & GrantmakingEIN: 943192795· Ruling Year: 1995

Stephen C & Patricia A Schott Foundation

Santa Clara, California

B-Health Score
54B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org13.93×
Peer Median18.82×
💰
$1.6M
Total Revenue
📊
$2.0M
Total Expenses
🏦
$27.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.3%
Year-over-year change (2022 → 2023)
Net Margin
-26.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.93
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,575,6793%$1,998,2261%$27,829,1441%
2022$1,525,05113%$1,987,67925%$28,227,7672%
2021$1,752,46441%$1,588,89223%$28,702,0191%
2020$2,984,666103%$2,075,2335%$28,430,2343%
2019$1,470,9094%$1,976,20787%$27,516,65832%
2015$1,540,11353%$1,057,13240%$20,854,9252%
2014$1,009,69893%$1,751,22946%$20,371,9444%
2013$14,605,849147%$3,220,489732%$21,113,475117%
2012$5,909,1552262%$386,8666%$9,728,112131%
2011$250,214$365,208$4,205,823

Frequently Asked Questions

What does Stephen C & Patricia A Schott Foundation do?

Stephen C & Patricia A Schott Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Stephen C & Patricia A Schott Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Stephen C & Patricia A Schott Foundation has a score of 54/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Stephen C & Patricia A Schott Foundation generate?

Revenue data for Stephen C & Patricia A Schott Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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