Civic Intelligence

Schwartz Foundation

990PF • Fiscal year 2023 • EIN 22-6057027

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

168%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,454,446

Up $3,392 (+0.2%) from 2022

Net Assets

Up

$1,445,946

Up $3,392 (+0.2%) from 2022

Liabilities

Flat

$8,500

Flat from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin46th percentile

Revenue

Up

$223,121

Up $139,789 (+168%) from 2022

Expenses

Down

$219,729

Down $16,834 (-7.1%) from 2022

Net Income

Up

$3,392

Up $156,623 (+102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$1,454,446
Liabilities$8,500
Net Assets$1,445,946
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$223,121
Expenses$219,729
Net Income$3,392
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
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
2024-04-24

Preparer

Firm
Neuschatz Neuschatz Herman & Hanke Llp
Address
124 PROSPECT ST, RIDGEWOOD, NJ 07450
Preparer
Jeffrey L Herman CPA
Phone
2013017700
Raw XML Appendix315 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223393330
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007450
ReturnHeader/PreparerPersonGrp/PhoneNum02013017700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY L HERMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-06T11:32:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVISD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,454,446
Liabilities
$8,500
Net assets
$1,445,946
Revenue
$223,121
Expenses
$219,729
Net income
$3,392
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