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Nonprofit · EIN 81-5192556

THE DEEANN FLORES SCHERTZ FOUNDATION

Tax-exempt · GILBERT, AZ 85295

Financials

$49K$207K2023$134K$206K2024$142K$199K2025
Revenue Expenses · by fiscal year end
Financials of THE DEEANN FLORES SCHERTZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$142,115$198,752-$56,637$2,569,728$0$2,569,728
December 31, 2024990-PF$133,780$205,671-$71,891$2,626,365$0$2,626,365
December 31, 2023990-PF$49,314$207,241-$157,927$2,698,256$0$2,698,256
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$72,634
Net gain from sales of assets
$69,481

Expenses

Grants and similar amounts paid
$160,053
Compensation of officers, directors and key employees
$12,000
Disbursements for charitable purposes
$168,233
Excise tax on investment income
$1,581

Balance sheet and other

Total assets, start of year
$2,626,365
Total assets, end of year
$2,569,728
Total liabilities, end of year
$0
Net assets, end of year
$2,569,728
Fair market value of assets
$3,430,465
Qualifying distributions
$168,233
Net investment income
$142,115

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TABITHA ANN SCHMALTZ
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
CFO1$12,000
CLIFTON SCHERTZ
11361 COMPASS POINT DRIVE, FORT MEYERS, FL 33908
PRESIDENT/DIRECTOR0$0
HEATHER RENEE SCHERTZ
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
ASSISTANT VICE PRESIDENT0$0
CATHERINE EIRENE SALECK
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
ASSISTANT VICE PRESIDENT0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CLIFTON SCHERTZ
14270 ROYAL HARBOUR CT, FORT MEYERS, FL 33908
PRESIDENT/DIRECTOR0$0
TABITHA ANN SCHMALTZ
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
CFO0$0
HEATHER RENEE SCHERTZ
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
ASSISTANT VICE PRESIDENT0$0
CATHERINE EIRENE SALECK
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
ASSISTANT VICE PRESIDENT0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CLIFTON SCHERTZ
14270 ROYAL HARBOUR CT, FORT MEYERS, FL 33908
PRESIDENT/DIRECTOR0$0
TABITHA ANN SCHMALTZ
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
CFO0$0
HEATHER RENEE SCHERTZ
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
ASSISTANT VICE PRESIDENT0$0
CATHERINE EIRENE SALECK
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253
ASSISTANT VICE PRESIDENT0$0

Address and contacts

Address (IRS master file)
2792 E LOS ALAMOS CT, GILBERT, AZ 85295-9045
In care of
% HENRY & HORNE LLP
Signed the 990-PF
TABITHA SCHMALTZ, CFO
Phone
(480) 483-1170
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-5192556
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,569,728
Income (IRS master file)
$440,945

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$142,115$198,752$2,569,728IRS
990-PFDecember 2024$133,780$205,671$2,626,365IRS
990-PFDecember 2023$49,314$207,241$2,698,256XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-5192556).

Questions about THE DEEANN FLORES SCHERTZ FOUNDATION

What is the EIN of THE DEEANN FLORES SCHERTZ FOUNDATION?
The employer identification number (EIN) of THE DEEANN FLORES SCHERTZ FOUNDATION is 81-5192556.
Is THE DEEANN FLORES SCHERTZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to THE DEEANN FLORES SCHERTZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE DEEANN FLORES SCHERTZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE DEEANN FLORES SCHERTZ FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE DEEANN FLORES SCHERTZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE DEEANN FLORES SCHERTZ FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $12,000 (TABITHA ANN SCHMALTZ, CFO).
How much revenue does THE DEEANN FLORES SCHERTZ FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $142,115, expenses of $198,752 and total assets of $2,569,728 at year end.

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