Civic Intelligence

Paul & Carole Schwartz Charitable Fund C/O Paul Schwartz

990PF • Fiscal year 2017 • EIN 22-6042806

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 10, 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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-146%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.4%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.5%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$251,200

Down $11,495 (-4.4%) from 2016

Net Assets

Down

$251,200

Down $11,495 (-4.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$7,848

Up $188 (+2.5%) from 2016

Expenses

Up

$19,343

Up $11,538 (+148%) from 2016

Net Income

Down

-$11,495

Down $11,350 (-7828%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$251,200
Liabilities$0
Net Assets$251,200
Open 2017 Filing

Operations Trend

Revenue Growth52nd 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

2017

Revenue$7,848
Expenses$19,343
Net Income-$11,495
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 10, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2017-08-10

Preparer

Firm
Morris Merker & Co LLC
Address
999 RIVERVIEW DRIVE - 3RD FL, TOTOWA, NJ 07512
Preparer
John E Petrella
Phone
8627574300
Raw XML Appendix254 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020860
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0149024
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02606
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IRS990PF/Organization501c3ExemptPFInd0X
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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
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03825
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MISCELLANEOUS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03825
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03825
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHECK PRINTING CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt058
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/CategoryTxt0NJ FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt055
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLE R SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02018487130
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8853820BC97883E6A715588E1E70A1C8EBEA6EE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0898C1895B8F201315E3AD013D20E33E4FB790411
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/PreparationDt02018-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN E PETRELLA
ReturnHeader/ReturnTs02018-08-14T12:50:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,200
Liabilities
$0
Net assets
$251,200
Revenue
$7,848
Expenses
$19,343
Net income
-$11,495
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