Civic Intelligence

William & Lillian Schwartz Charitable Foundation

990PF • Fiscal year 2019 • EIN 04-6144193

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 31, 2020

1331 Caminito DiademaLa Jolla, CA 92037

(858) 456-9320

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

183%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$253,601

Up $3,717 (+1.5%) from 2018

Net Assets

Up

$253,601

Up $3,717 (+1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$13,806

Up $8,936 (+183%) from 2018

Expenses

Up

$10,089

Up $98 (+1.0%) from 2018

Net Income

Up

$3,717

Up $8,838 (+173%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $285,569Liabilities 2011: $21,4332011Assets 2012: $249,323Liabilities 2012: $02012Assets 2013: $240,000Liabilities 2013: $1,941Net Assets 2013: $238,0592013Assets 2014: $242,623Liabilities 2014: $0Net Assets 2014: $242,6232014Assets 2015: $242,961Liabilities 2015: $0Net Assets 2015: $242,9612015Assets 2016: $239,765Liabilities 2016: $0Net Assets 2016: $239,7652016Assets 2017: $239,079Liabilities 2017: $0Net Assets 2017: $239,0792017Assets 2018: $249,884Liabilities 2018: $0Net Assets 2018: $249,8842018Assets 2019: $253,601Liabilities 2019: $0Net Assets 2019: $253,6012019Assets 2020: $286,213Liabilities 2020: $0Net Assets 2020: $286,2132020Assets 2021: $331,367Liabilities 2021: $0Net Assets 2021: $331,3672021Assets 2022: $291,699Liabilities 2022: $0Net Assets 2022: $291,6992022Assets 2023: $312,744Liabilities 2023: $0Net Assets 2023: $312,7442023Assets 2024: $324,510Liabilities 2024: $0Net Assets 2024: $324,5102024

Highlighted filing

2019

Assets$253,601
Liabilities$0
Net Assets$253,601

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2011: $10,959Expenses 2011: $27,102Net Income 2011: -$16,1432011Revenue 2012: $13,988Expenses 2012: $28,801Net Income 2012: -$14,8132012Revenue 2013: $13,985Expenses 2013: $25,249Net Income 2013: -$11,2642013Revenue 2014: $13,993Expenses 2014: $9,429Net Income 2014: $4,5642014Revenue 2015: $13,628Expenses 2015: $12,879Net Income 2015: $7492015Revenue 2016: $5,621Expenses 2016: $8,879Net Income 2016: -$3,2582016Revenue 2017: $7,405Expenses 2017: $8,091Net Income 2017: -$6862017Revenue 2018: $4,870Expenses 2018: $9,991Net Income 2018: -$5,1212018Revenue 2019: $13,806Expenses 2019: $10,089Net Income 2019: $3,7172019Revenue 2020: -$430Expenses 2020: $8,147Net Income 2020: -$8,5772020Revenue 2021: $19,906Expenses 2021: $6,612Net Income 2021: $13,2942021Revenue 2022: $5,077Expenses 2022: $6,837Net Income 2022: -$1,7602022Revenue 2023: $7,544Expenses 2023: $6,783Net Income 2023: $7612023Revenue 2024: $22,305Expenses 2024: $7,241Net Income 2024: $15,0642024

Highlighted filing

2019

Revenue$13,806
Expenses$10,089
Net Income$3,717
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 31, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marsha SableTrustee-$0--
David SableTrustee-$0--
Joshua SableTrustee-$0--
Jennifer SableTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William & Lillian Schwartz Charitable
EIN
04-6144193
Phone
8584569320
Address
1331 Caminito Diadema, La Jolla, CA 92037

Signing Officer

Name
Marsha Sable
Title
Trustee
Signed
2020-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Scripps Wealth Management
Address
9915 Mira Mesa Blvd Ste 110, San Diego, CA 92131
Preparer
John M Gergurich EA
Phone
8582711488
Raw XML AppendixShowing 400 of 474 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0445
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06801
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12125
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MS - 1328 Short-term (Covered)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MS - 1328 Short-term (Noncovered)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MS - 1328 Long-term (Covered)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MS - 1328 Long-term (Non-covered)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Fractional IShares Gold Trust
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marsha Sable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Sable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Joshua Sable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jennifer Sable
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm20Israel Guide Dog Ctr Blind
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55500 Gains St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt644 Binney Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7One Kroc Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81 East 33rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt910550 North Torrey Pines Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101399 Roxbury Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111245 7th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121111Franklin St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1312121 Scripps Summit Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14424 E 92nd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15419 Boston Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16151 West 30th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt172070 Peachtree Court Suite 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt189850 Distribution Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt196150 Mission Gorge Road 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt208976 Cliffridge Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt214150 Regents Park Row Suite 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22501 Front Street
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Oak Brook
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13San Diego
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm21La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm22Norfolk
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602115
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1090035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1192110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1502155
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1730341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1892121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1992120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2092121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2192037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2223510

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.22$0.07$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.20$0.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.00$0.08$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.14$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.07$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.14$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.14$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.40$0.02$2.38$0.14$0.25$0.11
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$0.14$0.29$0.15
2011Summary only. Only limited summary data is available for this year.$2.86$0.21$0.11$0.27$0.16