Civic Intelligence

Arnold a Schwartz Foundation

990PF • Fiscal year 2021 • EIN 22-6034152

Dec 01, 2020 to Nov 30, 2021 • Filed on Feb 21, 2022

Organization Profile
C/O Kunzman 15 Mountain BlvdWarren, NJ 07059

(908) 757-7800

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

69th percentile

29%

Higher net margin than 69% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$1,600

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

38th percentile

2.9%

Faster asset growth than 38% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

49%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,818,976

Up $137,851 (+2.9%) from 2020

Net Assets

Up

$4,818,976

Up $137,851 (+2.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin69th percentile

Revenue

Up

$471,289

Up $155,118 (+49%) from 2020

Expenses

Up

$333,438

Up $39,665 (+14%) from 2020

Net Income

Up

$137,851

Up $115,453 (+515%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,123,180Liabilities 2011: $02011Assets 2012: $4,014,339Liabilities 2012: $0Net Assets 2012: $4,014,3392012Assets 2013: $4,191,823Liabilities 2013: $02013Assets 2014: $4,240,838Liabilities 2014: $02014Assets 2015: $4,294,013Liabilities 2015: $02015Assets 2019: $4,658,727Liabilities 2019: $0Net Assets 2019: $4,658,7272019Assets 2020: $4,681,125Liabilities 2020: $0Net Assets 2020: $4,681,1252020Assets 2021: $4,818,976Liabilities 2021: $0Net Assets 2021: $4,818,9762021Assets 2022: $4,763,173Liabilities 2022: $0Net Assets 2022: $4,763,1732022Assets 2023: $4,657,503Liabilities 2023: $0Net Assets 2023: $4,657,5032023Assets 2024: $4,549,908Liabilities 2024: $0Net Assets 2024: $4,549,9082024

Highlighted filing

2021

Assets$4,818,976
Liabilities$0
Net Assets$4,818,976
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $408,928Expenses 2011: $291,431Net Income 2011: $117,4972011Expenses 2012: $325,1502012Revenue 2013: $482,156Expenses 2013: $304,672Net Income 2013: $177,4842013Revenue 2014: $358,604Expenses 2014: $309,589Net Income 2014: $49,0152014Revenue 2015: $403,397Expenses 2015: $350,222Net Income 2015: $53,1752015Revenue 2019: $487,917Expenses 2019: $282,085Net Income 2019: $205,8322019Revenue 2020: $316,171Expenses 2020: $293,773Net Income 2020: $22,3982020Revenue 2021: $471,289Expenses 2021: $333,438Net Income 2021: $137,8512021Revenue 2022: $266,491Expenses 2022: $322,294Net Income 2022: -$55,8032022Revenue 2023: $214,807Expenses 2023: $320,477Net Income 2023: -$105,6702023Revenue 2024: $224,679Expenses 2024: $332,274Net Income 2024: -$107,5952024

Highlighted filing

2021

Revenue$471,289
Expenses$333,438
Net Income$137,851
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Feb 21, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN A KUNZMANTrustee-$1,600-$1,600
LOIS SHAPIROTrustee-$1,600-$1,600
ROBERT SANSONETrustee-$1,600-$1,600
THOMAS HYLANDTrustee-$1,600-$1,600
MICHAEL LACKLANDTrustee-$1,600-$1,600
ROBERT DILEOTrustee-$1,600-$1,600
JANE KUNZMANDirector-$1,600-$1,600
ROBERT SHAPIROTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Arnold a Schwartz Foundation
EIN
22-6034152
Phone
9087577800
Address
C/O KUNZMAN 15 MOUNTAIN BLVD, WARREN, NJ 07059

Signing Officer

Name
Edwin D Kunzman
Title
President
Signed
2022-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Connolly & Co Pc
Address
31 P MOUNTAIN BLVD, WARREN, NJ 07059
Preparer
Daniel J Connolly CPA
Phone
9087547755
Raw XML Appendix355 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0274934
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O KUNZMAN 15 MOUNTAIN BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WARREN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007059
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09087577800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST FOR DONATION MUST BE SUBMITTED IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0S KUNZMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09087577800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt015 MOUNTAIN BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WARREN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007059
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ONLY CONTRIBUTES TO APPROVED 501(C) 3 ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AUGUST 31ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0242000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS CHARITABLE DEEDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007059
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0242000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0231847
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0231847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043087
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043087
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0274934
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043087
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt085667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042580
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt09750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt019500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt09750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1337
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2129
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1338
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2259
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046939
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039898
TaxesSchedule/TaxesDetail/Amt07756
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt07523
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0233
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWIN D KUNZMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARNOLD A SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARNO
ReturnHeader/Filer/EIN0226034152
ReturnHeader/Filer/PhoneNum09087577800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O KUNZMAN 15 MOUNTAIN BLVD
ReturnHeader/Filer/USAddress/CityNm0WARREN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007059
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223066238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNOLLY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 P MOUNTAIN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARREN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007059
ReturnHeader/PreparerPersonGrp/PhoneNum09087547755
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J CONNOLLY CPA
ReturnHeader/ReturnTs02022-02-21T14:17:58-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWIN D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUNZMAN
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,818,976
Liabilities
$0
Net assets
$4,818,976
Revenue
$471,289
Expenses
$333,438
Net income
$137,851
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.$4.55$0.00$4.55$0.22$0.33$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.21$0.32$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.27$0.32$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.47$0.33$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.32$0.29$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.49$0.28$0.21
2015Summary only. Only limited summary data is available for this year.$4.29$0.00$0.40$0.35$0.05
2014Summary only. Only limited summary data is available for this year.$4.24$0.00$0.36$0.31$0.05
2013Summary only. Only limited summary data is available for this year.$4.19$0.00$0.48$0.30$0.18
2012Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.33
2011Summary only. Only limited summary data is available for this year.$4.12$0.00$0.41$0.29$0.12