Civic Intelligence

Herman & Greta Schwarz Foundation

EIN 23-7051917 • Atlanta, GA

1134 Swathmore Drive NWAtlanta, GA 30327
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

54th percentile

3.1%

Higher net margin than 54% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

3.6%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

174%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$103,426

Up $3,632 (+3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$103,426

Up $3,632 (+3.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin54th percentile

Revenue

Up

$64,880

Up $41,209 (+174%) from 2023

Expenses

Up

$62,862

Up $6,119 (+11%) from 2023

Net Income

Up

$2,018

Up $35,090 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $244,276Liabilities 2020: $0Net Assets 2020: $244,2762020Assets 2021: $187,453Liabilities 2021: $0Net Assets 2021: $187,4532021Assets 2022: $135,473Liabilities 2022: $0Net Assets 2022: $135,4732022Assets 2023: $99,794Liabilities 2023: $0Net Assets 2023: $99,7942023Assets 2024: $103,426Liabilities 2024: $0Net Assets 2024: $103,4262024

Highlighted filing

2024

Assets$103,426
Liabilities$0
Net Assets$103,426
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2020: $39,480Expenses 2020: $78,647Net Income 2020: -$39,1672020Revenue 2021: $13,798Expenses 2021: $69,870Net Income 2021: -$56,0722021Revenue 2022: $13,798Expenses 2022: $65,008Net Income 2022: -$51,2102022Revenue 2023: $23,671Expenses 2023: $56,743Net Income 2023: -$33,0722023Revenue 2024: $64,880Expenses 2024: $62,862Net Income 2024: $2,0182024

Highlighted filing

2024

Revenue$64,880
Expenses$62,862
Net Income$2,018
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,426
Liabilities
$0
Net assets
$103,426
Revenue
$64,880
Expenses
$62,862
Net income
$2,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.65$0.63$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.24$0.57$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.14$0.65$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.14$0.70$0.56
2020Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.39$0.79$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SCHWARZTrustee-$0--
MARCIA R SCHWARZTrustee-$0--
BARRY P SCHWARZTrustee-$0--
HERMAN M SCHWARZTrustee-$0--
GREGORY K SCHWARZTrustee-$0--
STEVEN R SCHWARZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-501(C)(3) PURPOSE OF RECIPIENT ORGANPUBLIC 501(CATLANTA, GA, US$59,723
Filing and Contact Details

Filer

Filer Name
Herman & Greta Schwarz Foundation
EIN
23-7051917
Phone
4042669735
Address
1134 SWATHMORE DRIVE NW, ATLANTA, GA 30327

Signing Officer

Name
Michael Schwarz
Title
Trustee
Phone
4042669735
Signed
2025-10-07

Preparer

Firm
Braver Group LLC
Address
6400 POWERS FERRY RD NW SUITE 112, ATLANTA, GA 30339-2907
Preparer
Joseph L Braver
Phone
6786080541
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/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL SCHWARZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt059723
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0501(C)(3) PURPOSE OF RECIPIENT ORGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC 501(C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01134 SWATHMORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030327
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt059723
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt043344
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036582
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036582
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0159710
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016379
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048510
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt059723
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016379
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0196292
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0179913
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY ACCT 9862
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01614
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET COST ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0630
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0630
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0630
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01195
TaxesSchedule/TaxesDetail/Amt01195
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD ON DIVIDEND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01195
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SCHWARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04042669735
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERMAN & GRETA SCHWARZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0237051917
ReturnHeader/Filer/PhoneNum04042669735
ReturnHeader/Filer/USAddress/AddressLine1Txt01134 SWATHMORE DRIVE NW
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272495127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRAVER GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06400 POWERS FERRY RD NW SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303392907
ReturnHeader/PreparerPersonGrp/PhoneNum06786080541
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH L BRAVER
ReturnHeader/ReturnTs02025-10-20T14:56:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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