Civic Intelligence

Schwartz Foundation

990PF • Fiscal year 2022 • EIN 22-6057027

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 25, 2023

Organization Profile
PO Box 391Saddle River, NJ 07458

(201) 301-7700

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.10x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

5th percentile

-184%

Higher net margin than 5% 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

19th percentile

-9.6%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

55th percentile

6.4%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,451,054

Down $153,231 (-9.6%) from 2021

Net Assets

Down

$1,442,554

Down $153,231 (-9.6%) from 2021

Liabilities

Flat

$8,500

Flat from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin5th percentile

Revenue

Up

$83,332

Up $5,033 (+6.4%) from 2021

Expenses

Up

$236,563

Up $90,804 (+62%) from 2021

Net Income

Down

-$153,231

Down $85,771 (-127%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,332,704Liabilities 2010: $22,0002010Assets 2011: $1,298,220Liabilities 2011: $22,0002011Assets 2012: $1,315,885Liabilities 2012: $31,6002012Assets 2013: $1,260,169Liabilities 2013: $02013Assets 2014: $1,197,129Liabilities 2014: $02014Assets 2015: $1,147,426Liabilities 2015: $10,0002015Assets 2019: $1,933,919Liabilities 2019: $8,5002019Assets 2020: $1,671,745Liabilities 2020: $8,500Net Assets 2020: $1,663,2452020Assets 2021: $1,604,285Liabilities 2021: $8,500Net Assets 2021: $1,595,7852021Assets 2022: $1,451,054Liabilities 2022: $8,500Net Assets 2022: $1,442,5542022Assets 2023: $1,454,446Liabilities 2023: $8,500Net Assets 2023: $1,445,9462023Assets 2024: $2,170,816Liabilities 2024: $8,500Net Assets 2024: $2,162,3162024

Highlighted filing

2022

Assets$1,451,054
Liabilities$8,500
Net Assets$1,442,554
Open 2022 Filing

Operations Trend

Revenue Growth55th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $312,397Expenses 2010: $105,987Net Income 2010: $206,4102010Revenue 2011: $56,436Expenses 2011: $87,809Net Income 2011: -$31,3732011Revenue 2012: $104,520Expenses 2012: $116,394Net Income 2012: -$11,8742012Revenue 2013: $84,572Expenses 2013: $119,671Net Income 2013: -$35,0992013Revenue 2014: $104,104Expenses 2014: $165,339Net Income 2014: -$61,2352014Revenue 2015: $97,916Expenses 2015: $156,543Net Income 2015: -$58,6272015Revenue 2019: $90,162Expenses 2019: $188,995Net Income 2019: -$98,8332019Revenue 2020: $82,560Expenses 2020: $344,801Net Income 2020: -$262,2412020Revenue 2021: $78,299Expenses 2021: $145,759Net Income 2021: -$67,4602021Revenue 2022: $83,332Expenses 2022: $236,563Net Income 2022: -$153,2312022Revenue 2023: $223,121Expenses 2023: $219,729Net Income 2023: $3,3922023Revenue 2024: $945,029Expenses 2024: $228,659Net Income 2024: $716,3702024

Highlighted filing

2022

Revenue$83,332
Expenses$236,563
Net Income-$153,231
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SCHWARTZTrustee-$0--
ALICE SCHWARTZTrustee-$0--
WILLIAM M SCHWARTZTrustee-$0--
THOMAS SCHWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Foundation
EIN
22-6057027
Phone
2013017700
Address
PO BOX 391, SADDLE RIVER, NJ 07458

Signing Officer

Name
David Schwartz
Title
Trustee
Signed
2023-03-25

Preparer

Firm
Neuschatz Neuschatz Herman & Hanke Llp
Address
124 PROSPECT ST, RIDGEWOOD, NJ 07450
Preparer
Jeffrey L Herman CPA
Phone
2013017700
Raw XML Appendix310 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099206
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0384
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0384
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1107
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TaxesSchedule/TaxesDetail/Amt02172
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02172
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-25
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ReturnHeader/Filer/EIN0226057027
ReturnHeader/Filer/PhoneNum02013017700
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ReturnHeader/Filer/USAddress/CityNm0SADDLE RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
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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/PreparationDt02023-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L HERMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-28T11:45:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVISD
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
$1,451,054
Liabilities
$8,500
Net assets
$1,442,554
Revenue
$83,332
Expenses
$236,563
Net income
-$153,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.01$2.16$0.95$0.23$0.72
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.45$0.22$0.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$0.08$0.24$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.60$0.08$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.08$0.34$0.26
2019Summary only. Only limited summary data is available for this year.$1.93$0.01$0.09$0.19$0.10
2015Summary only. Only limited summary data is available for this year.$1.15$0.01$0.10$0.16$0.06
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$0.10$0.17$0.06
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.32$0.03$0.10$0.12$0.01
2011Summary only. Only limited summary data is available for this year.$1.30$0.02$0.06$0.09$0.03
2010Summary only. Only limited summary data is available for this year.$1.33$0.02$0.31$0.11$0.21