Civic Intelligence

Erich and Martha Schweiger Foundation Inc.

990PF • Fiscal year 2022 • EIN 26-0381371

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

511 E Balboa BlvdNewport Beach, CA 92661

(949) 719-2625

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

6th percentile

-145%

Higher net margin than 6% 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

5th percentile

-26%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$4,000,125

Down $1,379,386 (-26%) from 2021

Net Assets

Down

$4,000,125

Down $1,379,386 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$108,618

Down $586,329 (-84%) from 2021

Expenses

Down

$266,415

Down $37,000 (-12%) from 2021

Net Income

Down

-$157,797

Down $549,329 (-140%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2017: $4,291,631Liabilities 2017: $0Net Assets 2017: $4,291,6312017Assets 2018: $3,491,069Liabilities 2018: $0Net Assets 2018: $3,491,0692018Assets 2019: $4,086,771Liabilities 2019: $0Net Assets 2019: $4,086,7712019Assets 2020: $4,511,817Liabilities 2020: $0Net Assets 2020: $4,511,8172020Assets 2021: $5,379,511Liabilities 2021: $0Net Assets 2021: $5,379,5112021Assets 2022: $4,000,125Liabilities 2022: $0Net Assets 2022: $4,000,1252022Assets 2023: $4,610,797Liabilities 2023: $0Net Assets 2023: $4,610,7972023Assets 2024: $5,423,879Liabilities 2024: $0Net Assets 2024: $5,423,8792024

Highlighted filing

2022

Assets$4,000,125
Liabilities$0
Net Assets$4,000,125

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2017: $159,842Expenses 2017: $289,475Net Income 2017: -$129,6332017Revenue 2018: $65,934Expenses 2018: $222,268Net Income 2018: -$156,3342018Revenue 2019: $16,473Expenses 2019: $260,427Net Income 2019: -$243,9542019Revenue 2020: $46,926Expenses 2020: $241,626Net Income 2020: -$194,7002020Revenue 2021: $694,947Expenses 2021: $303,415Net Income 2021: $391,5322021Revenue 2022: $108,618Expenses 2022: $266,415Net Income 2022: -$157,7972022Revenue 2023: -$37,676Expenses 2023: $518,560Net Income 2023: -$556,2362023Revenue 2024: $1,330,081Expenses 2024: $898,143Net Income 2024: $431,9382024

Highlighted filing

2022

Revenue$108,618
Expenses$266,415
Net Income-$157,797
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL FARAHPresident-$0--
Filing and Contact Details

Filer

Filer Name
Eric & Martha Schweiger Foundation
EIN
26-0381371
Phone
9497192625
Address
511 E BALBOA BLVD, NEWPORT BEACH, CA 92661

Signing Officer

Name
Michael Farah
Title
President
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
E V Juan CPA Inc
Address
7655 WINNETKA AVE 2839, WINNETKA, CA 91306
Preparer
E V Juan CPA Inc
Phone
8184069338
Raw XML Appendix356 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/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0511 EAST BALBOA BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092661
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL FARAH
IRS990PF/StatementsRegardingActyGrp/PhoneNum09497192625
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO THE CELEBRITY FOUNDATION FOR CHILDREN-501C(3)ORGANIZATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTIONS TO THE WOMEN'S MILITATY MEMORIAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0CONTRIBUTIONS TO HOMEBOY INDUSTRIES - A CHARITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0CONTRIBUTIONS TO THE BALBOA CHAMBER OF COMMERCE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0100000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0100000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt010000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CELEBRITY FOUNDATION FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BALBOA CHAMBER OF COMMERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HOMEBOY INDUSTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MILITARY WOMEN'S MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt039375 SAN IGNACIO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1511 E BALBOA BL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2130 BRUNO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 NORTH GLEBE RD STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HEMET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192661
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0215000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0898
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0215898
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0215000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0898
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0215000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0215000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0215898
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0898
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01221589
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INVESTMENTS - MARKET DEPN / DECREASE IN VALUE 1274473
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt047193
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt047193
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TD AMERITADE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt047193
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt020
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt175
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt21007
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt21007
TaxesSchedule/TaxesDetail/CategoryTxt0CA SECR OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY - EXCISE TAX 2021
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21007
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL FARAH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERIC & MARTHA SCHWEIGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0260381371
ReturnHeader/Filer/PhoneNum09497192625
ReturnHeader/Filer/USAddress/AddressLine1Txt0511 E BALBOA BLVD
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092661
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954829539
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0E V JUAN CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07655 WINNETKA AVE 2839
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINNETKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091306
ReturnHeader/PreparerPersonGrp/PhoneNum08184069338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E V JUAN CPA INC
ReturnHeader/ReturnTs02023-11-07T09:02:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARAH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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