Rudi Schulte Research Institute

Santa Barbara, CA
Tax-exempt since Oct. 1975
EIN: 95-2919352

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.42M (2024)

Expenses

$1.53M (2024)

Total Assets

$33.5M (2024)

Total Liabilities

$322k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$1,421,209

Expenses

$1,534,265

Net Income

-$113,056

Net Assets

$33,203,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,578	0.1%
Dividends	$1,237,342	87.1%
Sales of Assets	$172,005	12.1%
Other Income	$10,284	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,179,059	76.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,524,715
Total Liabilities	$321,528
Net Assets	$33,203,187

Compensation

Key Employees and Officers	Compensation	Other
Stefan Bluml Phd (Research Scientist)	$102,200	$0
Kevin King Md (Research Scientist)	$73,088	$0
Isabel Torres (Research Assistant)	$59,010	$0
Madison Gutierrez (Research Assistant)	$53,092	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Diana Gray Ma (Director)	$0	$0
David D Limbrick Jr Md Phd (Director)	$0	$0

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990-PF

Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2023

Revenue

$1,103,069

Expenses

$1,117,695

Net Income

-$14,626

Net Assets

$28,590,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,797	0.9%
Dividends	$1,065,628	96.6%
Sales of Assets	$28,384	2.6%
Other Income	-$740

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,092,467	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,653,591
Total Liabilities	$62,791
Net Assets	$28,590,800

Compensation

Key Employees and Officers	Compensation	Other
Stefan Bluml Phd (Research Scientist)	$102,060	$0
Kevin King Md (Research Scientist)	$100,286	$0
Alexander Saunders (Research Scientist)	$70,317	$0
Isabel Torres (Research Assistant)	$53,726	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Diana Gray Ma (Director)	$0	$0
David D Limbrick Jr Md Phd (Director)	$0	$0

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990-PF

Filed on Feb. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2022

Revenue

$720,882

Expenses

$1,179,724

Net Income

-$458,842

Net Assets

$27,097,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$622	0.1%
Dividends	$780,556	> 100%
Sales of Assets	-$68,767
Other Income	$8,471	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,009,005	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,218,199
Total Liabilities	$121,128
Net Assets	$27,097,071

Compensation

Key Employees and Officers	Compensation	Other
Kevin King Md (Research Scientist)	$109,714	$0
Stefan Bluml Phd (Research Scientist)	$97,525	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Diana Gray Ma (Director)	$0	$0
David D Limbrick Jr Md Phd (Director)	$0	$0

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990-PF

Filed on May 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2021

Revenue

-$141,434

Expenses

$1,084,365

Net Income

-$1,225,799

Net Assets

$29,553,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33
Dividends	$629,695
Sales of Assets	-$776,371
Other Income	$5,209

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$919,326	84.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,604,268
Total Liabilities	$50,322
Net Assets	$29,553,946

Compensation

Key Employees and Officers	Compensation	Other
Kevin King Md (Research Scientist)	$111,428	$0
Stefan Bluml Phd (Research Scientist)	$93,000	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Michael J Apuzzo Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Michael Pollay Md (Director)	$0	$0
Diana Gray Ma (Director)	$0	$0
David D Limbrick Jr Md Phd (Director)	$0	$0

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990-PF

Filed on June 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2020

Revenue

-$750,331

Expenses

$965,299

Net Income

-$1,715,630

Net Assets

$27,264,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28
Dividends	$751,171
Sales of Assets	$0
Other Income	-$815

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,020,853	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,344,130
Total Liabilities	$79,852
Net Assets	$27,264,278

Compensation

Key Employees and Officers	Compensation	Other
Stefan Bluml Phd (Research Scientist)	$92,689	$0
Kevin King Md (Research Scientist)	$90,000	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Michael J Apuzzo Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Michael Pollay Md (Director)	$0	$0
Diana Gray Ma (Director)	$0	$0

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990-PF

Filed on July 16, 2021

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Fiscal Year Ending Nov.
2019

Revenue

$619,517

Expenses

$1,301,349

Net Income

-$681,832

Net Assets

$26,686,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$464	0.1%
Dividends	$554,995	89.6%
Sales of Assets	$63,192	10.2%
Other Income	$866	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,107,628	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,911,651
Total Liabilities	$225,595
Net Assets	$26,686,056

Compensation

Key Employees and Officers	Compensation	Other
Stefan Bluml Phd (Research Scientist)	$90,000	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Michael J Apuzzo Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Michael Pollay Md (Director)	$0	$0
Diana Gray Ma (Director)	$0	$0

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990-PF

Filed on Aug. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2018

Revenue

$743,829

Expenses

$972,195

Net Income

-$228,366

Net Assets

$26,164,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,811	0.5%
Dividends	$738,900	99.3%
Sales of Assets	$7,163	1.0%
Other Income	-$6,045

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$848,106	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,235,953
Total Liabilities	$71,923
Net Assets	$26,164,030

Compensation

Key Employees and Officers	Compensation	Other
Stefan Bluml Phd (Research Scientist)	$83,077	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Michael J Apuzzo Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Michael Pollay Md (Director)	$0	$0

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990-PF

Filed on May 15, 2019

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Fiscal Year Ending Nov.
2017

Revenue

$1,689,271

Expenses

$937,642

Net Income

$751,629

Net Assets

$27,429,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$520	0.0%
Dividends	$461,641	27.3%
Sales of Assets	$1,225,565	72.5%
Other Income	$1,545	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$961,454	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,461,684
Total Liabilities	$31,889
Net Assets	$27,429,795

Compensation

Key Employees and Officers	Compensation	Other
Stefan Bluml Phd (Research Scientist)	$73,654	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Michael J Apuzzo Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Michael Pollay Md (Director)	$0	$0

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990-PF

Filed on June 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2016

Revenue

$680,523

Expenses

$968,270

Net Income

-$287,747

Net Assets

$25,379,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43,716	6.4%
Dividends	$668,349	98.2%
Sales of Assets	-$30,010
Other Income	-$1,532

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$854,596	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,468,917
Total Liabilities	$89,765
Net Assets	$25,379,152

Compensation

Key Employees and Officers	Compensation	Other
Stefan Bluml Phd (Research Scientist)	$65,000	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Michael J Apuzzo Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Michael Pollay Md (Director)	$0	$0

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990-PF

Filed on June 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2015

Revenue

$876,102

Expenses

$1,201,150

Net Income

-$325,048

Net Assets

$25,852,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,343	5.3%
Dividends	$618,053	70.5%
Sales of Assets	$208,328	23.8%
Other Income	$3,378	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$990,751	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,925,686
Total Liabilities	$73,608
Net Assets	$25,852,078

Compensation

Key Employees and Officers	Compensation	Other
Joanne Gibbons Rn (Project Manager)	$86,354	$8,278
Stefan Bluml Phd (Research Scientist)	$64,877	$0
Thomas H Weiler Md Phd Mba (Director/President)	$0	$0
Frederick W Clough Esq (Director/Secretary)	$0	$0
Michael R Franzen Cpa (Director/Treasurer)	$0	$0
J Gordon Mccomb Md (Director)	$0	$0
Michael J Apuzzo Md (Director)	$0	$0
Gary P East (Director)	$0	$0
Michael Pollay Md (Director)	$0	$0

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990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2014

Revenue

$675,853

Expenses

$764,608

Net Income

-$88,755

Net Assets

$27,093,834

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67,048	9.9%
Dividends	$460,877	68.2%
Sales of Assets	$179,464	26.6%
Other Income	-$31,536

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$634,496	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,142,582
Total Liabilities	$48,748
Net Assets	$27,093,834

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2013

Revenue

$542,240

Expenses

$742,082

Net Income

-$199,842

Net Assets

$26,664,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75,835	14.0%
Dividends	$510,259	94.1%
Sales of Assets	$0
Other Income	-$17,177

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$876,639	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,687,092
Total Liabilities	$22,368
Net Assets	$26,664,724

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2012

Revenue

$525,152

Expenses

$1,017,941

Net Income

-$492,789

Net Assets

$24,284,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82,568	15.7%
Dividends	$474,689	90.4%
Sales of Assets	$0
Other Income	-$14,704

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$838,500	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,391,899
Total Liabilities	$107,340
Net Assets	$24,284,559

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2011

Revenue

$461,263

Expenses

$866,304

Net Income

-$405,041

Net Assets

$23,283,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,144	7.4%
Interest Revenue	$95,949	20.8%
Dividends	$376,735	81.7%
Sales of Assets	$0
Other Income	$121,016	26.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$895,721	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,375,260
Total Liabilities	$92,210
Net Assets	$23,283,050

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Rudi Schulte Research Institute

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.42M (2024)

Expenses $1.53M (2024)

Total Assets $33.5M (2024)

Total Liabilities $322k (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$1.42M (2024)

Expenses

$1.53M (2024)

Total Assets

$33.5M (2024)

Total Liabilities

$322k (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001