Civic Intelligence

Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc

990PF • Fiscal year 2017 • EIN 31-1465773

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 01, 2018

Organization Profile
1117-a Ben Franklin DriveSarasota, FL 34236

(941) 388-0360

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

39th percentile

-1.1%

Higher net margin than 39% 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

29th percentile

-8.4%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

98th percentile

471%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$415,935

Down $74,611 (-15%) from 2014

Net Assets

Down

$414,855

Down $74,611 (-15%) from 2014

Liabilities

Flat

$1,080

Flat from 2014

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin39th percentile

Revenue

Up

$93,267

Up $84,403 (+952%) from 2014

Expenses

Up

$94,265

Up $64,883 (+221%) from 2014

Net Income

Up

-$998

Up $19,520 (+95%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2011: $441,929Liabilities 2011: $3,126Net Assets 2011: $438,8032011Assets 2012: $476,016Liabilities 2012: $1,080Net Assets 2012: $474,9362012Assets 2013: $507,364Liabilities 2013: $1,141Net Assets 2013: $506,2232013Assets 2014: $490,546Liabilities 2014: $1,080Net Assets 2014: $489,4662014Assets 2017: $415,935Liabilities 2017: $1,080Net Assets 2017: $414,8552017Assets 2018: $327,396Liabilities 2018: $1,080Net Assets 2018: $326,3162018Assets 2019: $249,025Liabilities 2019: $0Net Assets 2019: $249,0252019Assets 2020: $135,889Liabilities 2020: $0Net Assets 2020: $135,8892020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$415,935
Liabilities$1,080
Net Assets$414,855
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $23,7512011Expenses 2012: $23,9332012Revenue 2013: $22,219Expenses 2013: $24,234Net Income 2013: -$2,0152013Revenue 2014: $8,864Expenses 2014: $29,382Net Income 2014: -$20,5182014Revenue 2017: $93,267Expenses 2017: $94,265Net Income 2017: -$9982017Revenue 2018: $8,878Expenses 2018: $61,876Net Income 2018: -$52,9982018Revenue 2019: $24,944Expenses 2019: $124,481Net Income 2019: -$99,5372019Revenue 2020: $11,296Expenses 2020: $126,511Net Income 2020: -$115,2152020Revenue 2021: $10,401Expenses 2021: $141,665Net Income 2021: -$131,2642021

Highlighted filing

2017

Revenue$93,267
Expenses$94,265
Net Income-$998
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN BINDERMANPres/Director-$0--
BILLIE SUE BORNSTEINVP/Sec/Director-$0--
ELAINE LIPMANTres/Director-$0--
Filing and Contact Details

Filer

Filer Name
Philip M Schwartz & Lee G Schwartz
EIN
31-1465773
Phone
9413880360
Address
1117-A BEN FRANKLIN DRIVE, SARASOTA, FL 34236

Signing Officer

Name
Maureen Binderman
Title
Pres/Director
Phone
3018973350
Signed
2018-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Khan Arndt & Associates Pa
Address
701 94TH AVE N STE 120, ST PETERSBURG, FL 33702-2448
Preparer
Asif Khan CPA
Phone
7275484400
Raw XML AppendixShowing 400 of 434 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0TEMPLETON GLOBAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt077273
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt033927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110599
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015719
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012636
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020875
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019200
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045863
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053605
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034236
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7180
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6VARIOUS RELIGIOUS & SOCIAL SVC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7VARIOUS RELIGIOUS & SOCIAL SVC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8VARIOUS RELIGIOUS & SOCIAL SVC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CONGREGATION KOL HANESHAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH ADOPTION & FOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANTI-DEFAMATION LEAGUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MENORAH MANOR FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT ORG.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT ORG.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EXEMPT ORG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8EXEMPT ORG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24200 NORTH UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3605 THIRD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4P O BOX 147016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54631 SOUTH LOCKWOOD RIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt611 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7255 59TH STREET N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt830058TH STREET NORTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SUNRISE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DENVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ST PETERSBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833710
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0309
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067662
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067662
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091180
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067662
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067662
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0309
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01098
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST AND DIVIDENDS REC'BLE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt037231
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED DEPRECIATION - MARKETABLE SECURITIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SCHWAB - INVT. ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02836
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02836
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01080
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO SCHWARTZ FAM. PTRSHP.
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01080
TaxesSchedule/TaxesDetail/Amt0249
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES & LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0249
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$415,935
Liabilities
$1,080
Net assets
$414,855
Revenue
$93,267
Expenses
$94,265
Net income
-$998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.10$1.42$1.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.11$1.27$1.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.25$1.24$1.00
2018Detailed filing. Detailed filing data is available for this year.$3.27$0.01$3.26$0.09$0.62$0.53
2017Detailed filing. Detailed filing data is available for this year.$4.16$0.01$4.15$0.93$0.94$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.01$4.89$0.09$0.29$0.21
2013Detailed filing. Detailed filing data is available for this year.$5.07$0.01$5.06$0.22$0.24$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.76$0.01$4.75$0.24
2011Detailed filing. Detailed filing data is available for this year.$4.42$0.03$4.39$0.24