Civic Intelligence

Paul & Carole Schwartz Charitable Fund C/O Paul Schwartz

990PF • Fiscal year 2016 • EIN 22-6042806

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

Organization Profile
392 Main StreetWyckoff, NJ 07481

(201) 848-7130

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

38th percentile

-1.9%

Higher net margin than 38% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

-0.0%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$262,695

Down $145 (-0.1%) from 2015

Net Assets

Down

$262,695

Down $145 (-0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin38th percentile

Revenue

Down

$7,660

Down $2 (-0.0%) from 2015

Expenses

Down

$7,805

Down $21,640 (-73%) from 2015

Net Income

Up

-$145

Up $21,638 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$400K$300K$200K$100K$0Assets 2011: $335,587Liabilities 2011: $02011Assets 2012: $309,806Liabilities 2012: $0Net Assets 2012: $309,8062012Assets 2013: $304,218Liabilities 2013: $0Net Assets 2013: $304,2182013Assets 2014: $284,623Liabilities 2014: $0Net Assets 2014: $284,6232014Assets 2015: $262,840Liabilities 2015: $0Net Assets 2015: $262,8402015Assets 2016: $262,695Liabilities 2016: $0Net Assets 2016: $262,6952016Assets 2017: $251,200Liabilities 2017: $0Net Assets 2017: $251,2002017

Highlighted filing

2016

Assets$262,695
Liabilities$0
Net Assets$262,695
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

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

$200K$100K$0-$100KRevenue 2011: $181,388Expenses 2011: $25,193Net Income 2011: $156,1952011Expenses 2012: $33,5922012Expenses 2013: $13,2542013Revenue 2014: $7,662Expenses 2014: $27,257Net Income 2014: -$19,5952014Revenue 2015: $7,662Expenses 2015: $29,445Net Income 2015: -$21,7832015Revenue 2016: $7,660Expenses 2016: $7,805Net Income 2016: -$1452016Revenue 2017: $7,848Expenses 2017: $19,343Net Income 2017: -$11,4952017

Highlighted filing

2016

Revenue$7,660
Expenses$7,805
Net Income-$145
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE R SCHWARTZTrustee-$0--
DAVID I SCHWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul & Carole Schwartz Charitable
EIN
22-6042806
Phone
2018487130
Address
392 MAIN STREET, WYCKOFF, NJ 07481

Signing Officer

Name
Carole R Schwartz
Title
Trustee
Phone
2018487130
Signed
2017-08-15

Preparer

Firm
Morris Merker & Co LLC
Address
999 RIVERVIEW DRIVE - 3RD FL, TOTOWA, NJ 07512
Preparer
John E Petrella
Phone
8627574300
Raw XML Appendix246 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/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0262840
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt093016
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0149011
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03688
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03825
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME IS DONATED TO VARIOUS CHARITIES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL CAROLE SCHWARTZ CHARITABLE F
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05370
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HELP CHARITIES TO FOSTER THEIR GOALS
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03825
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MISCELLANEOUS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03825
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03825
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0NJ FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE R SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02018487130
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL & CAROLE SCHWARTZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND C/O CAROLE SCHWARTZ
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0226042806
ReturnHeader/Filer/PhoneNum02018487130
ReturnHeader/Filer/USAddress/AddressLine1Txt0392 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WYCKOFF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007481
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221758785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORRIS MERKER & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 RIVERVIEW DRIVE - 3RD FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOTOWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007512
ReturnHeader/PreparerPersonGrp/PhoneNum08627574300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E PETRELLA
ReturnHeader/ReturnTs02017-08-15T11:51:45-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,695
Liabilities
$0
Net assets
$262,695
Revenue
$7,660
Expenses
$7,805
Net income
-$145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.08$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.08$0.29$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.08$0.27$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.13
2012Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.34
2011Summary only. Only limited summary data is available for this year.$3.36$0.00$1.81$0.25$1.56