Civic Intelligence

Lonnie Thomas Schwartz Charitable Foundation

990PF • Fiscal year 2022 • EIN 11-6112410

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

782 Waldens Pond WestAlbany, NY 12203

(973) 929-3500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-753%

Higher net margin than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-28%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,833,404

Down $569,470 (-13%) from 2021

Net Assets

Down

$3,833,404

Down $569,470 (-13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$24,048

Down $9,287 (-28%) from 2021

Expenses

Down

$205,120

Down $226,122 (-52%) from 2021

Net Income

Up

-$181,072

Up $216,835 (+54%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,570,256Liabilities 2010: $0Net Assets 2010: $4,570,2562010Assets 2011: $4,655,969Liabilities 2011: $0Net Assets 2011: $4,655,9692011Assets 2012: $1,838,536Liabilities 2012: $02012Assets 2013: $2,068,658Liabilities 2013: $0Net Assets 2013: $2,068,6582013Assets 2014: $2,296,819Liabilities 2014: $1Net Assets 2014: $2,296,8192014Assets 2015: $2,479,573Liabilities 2015: $12015Assets 2016: $2,959,034Liabilities 2016: $0Net Assets 2016: $2,959,0342016Assets 2017: $3,452,520Liabilities 2017: $0Net Assets 2017: $3,452,5202017Assets 2018: $4,292,759Liabilities 2018: $0Net Assets 2018: $4,292,7592018Assets 2019: $4,773,449Liabilities 2019: $12019Assets 2020: $4,800,781Liabilities 2020: $12020Assets 2021: $4,402,874Liabilities 2021: $0Net Assets 2021: $4,402,8742021Assets 2022: $3,833,404Liabilities 2022: $0Net Assets 2022: $3,833,4042022Assets 2023: $3,811,324Liabilities 2023: $12023Assets 2024: $3,723,654Liabilities 2024: $0Net Assets 2024: $3,723,6542024

Highlighted filing

2022

Assets$3,833,404
Liabilities$0
Net Assets$3,833,404

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $842,3682010Expenses 2011: $901,7352011Revenue 2012: $338,903Expenses 2012: $3,156,336Net Income 2012: -$2,817,4332012Revenue 2013: $537,607Expenses 2013: $305,485Net Income 2013: $232,1222013Revenue 2014: $530,751Expenses 2014: $302,590Net Income 2014: $228,1612014Revenue 2015: $489,179Expenses 2015: $306,425Net Income 2015: $182,7542015Revenue 2016: $591,937Expenses 2016: $112,476Net Income 2016: $479,4612016Revenue 2017: $703,836Expenses 2017: $210,350Net Income 2017: $493,4862017Revenue 2018: $986,927Expenses 2018: $146,688Net Income 2018: $840,2392018Revenue 2019: $774,024Expenses 2019: $293,334Net Income 2019: $480,6902019Revenue 2020: $42,275Expenses 2020: $14,943Net Income 2020: $27,3322020Revenue 2021: $33,335Expenses 2021: $431,242Net Income 2021: -$397,9072021Revenue 2022: $24,048Expenses 2022: $205,120Net Income 2022: -$181,0722022Revenue 2023: -$74,600Expenses 2023: $228,649Net Income 2023: -$303,2492023Revenue 2024: $167,210Expenses 2024: $403,426Net Income 2024: -$236,2162024

Highlighted filing

2022

Revenue$24,048
Expenses$205,120
Net Income-$181,072
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LONNIE SCHWARTZTreasurer-$0--
THOMAS SCHWARTZPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOUNT SINAI SCHOOL OF MEDICINENON RESTRICTEDPUBLICNEW YORK, NY, US$200,000
Paid GrantRONALD MCDONALD HOUSENON-RESTRICTEDPUBLICVALHALLA, NY, US$2,500
Paid GrantGUILDERLAND PBANON RESTRICTEDPUBLICGUILDERLAND, NY, US$500
Paid GrantWESTMERE FIRE DEPARTMENTNON RESTRICTEDPUBLICALBANY, NY, US$500
Filing and Contact Details

Filer

Filer Name
Lonnie & Thomas Schwartz Charitable
EIN
11-6112410
Phone
9739293500
Address
782 WALDENS POND WEST, ALBANY, NY 12203

Signing Officer

Name
Thomas Schwartz
Title
President
Phone
9739293500
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Teal Becker & Chiaramonte Cpas Pc
Address
7 WASHINGTON SQUARE, ALBANY, NY 12205
Preparer
Robert H Kind CPA
Phone
5184566663
Raw XML Appendix358 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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09739293500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NON RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NON-RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2NON RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3NON RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT SINAI SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RONALD MCDONALD HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GUILDERLAND PBA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WESTMERE FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ONE GUSTAVE L LEVY PL BOX 1049
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31741 WESTERN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VALHALLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GUILDERLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0100296574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110595
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212084
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0203500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0178743
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0457594
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0482351
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0457594
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0203500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024757
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0482351
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0457594
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS AND LONNIE SCHWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0782 WALDENS POND WEST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALBANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012203
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0388398
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1156
TaxesSchedule/TaxesDetail/Amt01434
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09739293500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONNIE & THOMAS SCHWARTZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LONN
ReturnHeader/Filer/EIN0116112410
ReturnHeader/Filer/PhoneNum09739293500
ReturnHeader/Filer/USAddress/AddressLine1Txt0782 WALDENS POND WEST
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141624930
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TEAL BECKER & CHIARAMONTE CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 WASHINGTON SQUARE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184566663
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H KIND CPA
ReturnHeader/ReturnTs02023-11-09T11:48:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.17$0.40$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.81$0.00$0.07$0.23$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.02$0.21$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.03$0.43$0.40
2020Detailed filing. Detailed filing data is available for this year.$4.80$0.00$0.04$0.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.00$0.77$0.29$0.48
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.29$0.00$4.29$0.99$0.15$0.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.70$0.21$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.59$0.11$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.48$0.00$0.49$0.31$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.53$0.30$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.54$0.31$0.23
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$0.34$3.16$2.82
2011Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.90
2010Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.84