Civic Intelligence

Harry a Schwartz and Joseph Schwartz Foundation

990PF • Fiscal year 2022 • EIN 05-6009127

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 22, 2023

Organization Profile
124 Prospect StreetRidgewood, NJ 07450

(201) 301-7700

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

56th percentile

2.5%

Faster asset growth than 56% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-7.1%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$280,059

Up $6,785 (+2.5%) from 2021

Net Assets

Up

$280,059

Up $6,785 (+2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Down

$30,329

Down $2,310 (-7.1%) from 2021

Expenses

Up

$23,544

Up $5,348 (+29%) from 2021

Net Income

Down

$6,785

Down $7,658 (-53%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2011: $234,041Liabilities 2011: $02011Assets 2012: $233,052Liabilities 2012: $02012Assets 2013: $294,593Liabilities 2013: $02013Assets 2014: $297,838Liabilities 2014: $02014Assets 2015: $280,868Liabilities 2015: $02015Assets 2019: $242,191Liabilities 2019: $02019Assets 2020: $258,831Liabilities 2020: $0Net Assets 2020: $258,8312020Assets 2021: $273,274Liabilities 2021: $0Net Assets 2021: $273,2742021Assets 2022: $280,059Liabilities 2022: $0Net Assets 2022: $280,0592022Assets 2023: $286,622Liabilities 2023: $0Net Assets 2023: $286,6222023Assets 2024: $258,909Liabilities 2024: $0Net Assets 2024: $258,9092024

Highlighted filing

2022

Assets$280,059
Liabilities$0
Net Assets$280,059
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50KRevenue 2011: $22,122Expenses 2011: $17,167Net Income 2011: $4,9552011Revenue 2012: $17,360Expenses 2012: $17,999Net Income 2012: -$6392012Revenue 2013: $77,814Expenses 2013: $16,007Net Income 2013: $61,8072013Revenue 2014: $18,737Expenses 2014: $15,188Net Income 2014: $3,5492014Revenue 2015: $100Expenses 2015: $17,133Net Income 2015: -$17,0332015Revenue 2019: $4,854Expenses 2019: $27,195Net Income 2019: -$22,3412019Revenue 2020: $35,883Expenses 2020: $19,243Net Income 2020: $16,6402020Revenue 2021: $32,639Expenses 2021: $18,196Net Income 2021: $14,4432021Revenue 2022: $30,329Expenses 2022: $23,544Net Income 2022: $6,7852022Revenue 2023: $34,114Expenses 2023: $27,551Net Income 2023: $6,5632023Revenue 2024: $9,573Expenses 2024: $37,286Net Income 2024: -$27,7132024

Highlighted filing

2022

Revenue$30,329
Expenses$23,544
Net Income$6,785
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 22, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID G SCHWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harry Joseph & David Schwartz
EIN
05-6009127
Phone
2013017700
Address
124 PROSPECT STREET, RIDGEWOOD, NJ 07450

Signing Officer

Name
David G Schwartz
Title
Trustee
Phone
9177890577
Signed
2023-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Neuschatz Neuschatz Herman & Hanke Llp
Address
124 PROSPECT ST, RIDGEWOOD, NJ 07450
Preparer
Jeffrey L Herman CPA
Phone
2013017700
Raw XML Appendix268 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
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TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt189
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID G SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09177890577
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY JOSEPH & DAVID SCHWARTZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0056009127
ReturnHeader/Filer/PhoneNum02013017700
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 PROSPECT STREET
ReturnHeader/Filer/USAddress/CityNm0RIDGEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223393330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEUSCHATZ NEUSCHATZ HERMAN & HANKE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 PROSPECT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007450
ReturnHeader/PreparerPersonGrp/PhoneNum02013017700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L HERMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-22T11:04:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,059
Liabilities
$0
Net assets
$280,059
Revenue
$30,329
Expenses
$23,544
Net income
$6,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.10$0.37$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.34$0.28$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.30$0.24$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.33$0.18$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.36$0.19$0.17
2019Summary only. Only limited summary data is available for this year.$2.42$0.00$0.05$0.27$0.22
2015Summary only. Only limited summary data is available for this year.$2.81$0.00$0.00$0.17$0.17
2014Summary only. Only limited summary data is available for this year.$2.98$0.00$0.19$0.15$0.04
2013Summary only. Only limited summary data is available for this year.$2.95$0.00$0.78$0.16$0.62
2012Summary only. Only limited summary data is available for this year.$2.33$0.00$0.17$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$0.22$0.17$0.05