Civic Intelligence

The Phillip Smith Foundation Richard Schwartz Trustee

EIN 31-1469256 • Amberley Village, OH

Refreshing map…

7712 Creekwood LaneAmberley Village, OH 45237
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

71%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,040,673

Up $46,590 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,040,673

Up $72,891 (+7.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin17th percentile

Revenue

Up

$49,426

Up $20,527 (+71%) from 2023

Expenses

Up

$59,836

Up $11,936 (+25%) from 2023

Net Income

Up

-$10,410

Up $8,591 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $681,820Liabilities 2011: $0Net Assets 2011: $681,8202011Assets 2012: $674,320Liabilities 2012: $0Net Assets 2012: $674,3202012Assets 2013: $672,596Liabilities 2013: $0Net Assets 2013: $672,5962013Assets 2014: $683,627Liabilities 2014: $0Net Assets 2014: $683,6272014Assets 2015: $655,972Liabilities 2015: $0Net Assets 2015: $655,9722015Assets 2016: $627,477Liabilities 2016: $0Net Assets 2016: $627,4772016Assets 2017: $600,595Liabilities 2017: $0Net Assets 2017: $600,5952017Assets 2018: $644,153Liabilities 2018: $0Net Assets 2018: $644,1532018Assets 2019: $819,314Liabilities 2019: $0Net Assets 2019: $819,3142019Assets 2020: $833,129Liabilities 2020: $0Net Assets 2020: $833,1292020Assets 2021: $929,381Liabilities 2021: $0Net Assets 2021: $929,3812021Assets 2022: $973,063Liabilities 2022: $0Net Assets 2022: $973,0632022Assets 2023: $994,083Liabilities 2023: $0Net Assets 2023: $967,7822023Assets 2024: $1,040,673Liabilities 2024: $0Net Assets 2024: $1,040,6732024

Highlighted filing

2024

Assets$1,040,673
Liabilities$0
Net Assets$1,040,673
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KExpenses 2011: $51,2402011Expenses 2012: $49,4672012Revenue 2013: $45,462Expenses 2013: $47,271Net Income 2013: -$1,8092013Revenue 2014: $63,956Expenses 2014: $53,002Net Income 2014: $10,9542014Revenue 2015: $22,764Expenses 2015: $49,773Net Income 2015: -$27,0092015Revenue 2016: $16,190Expenses 2016: $44,269Net Income 2016: -$28,0792016Revenue 2017: $20,171Expenses 2017: $47,251Net Income 2017: -$27,0802017Revenue 2018: $84,885Expenses 2018: $40,766Net Income 2018: $44,1192018Revenue 2019: $58,813Expenses 2019: $50,475Net Income 2019: $8,3382019Revenue 2020: $41,156Expenses 2020: $45,946Net Income 2020: -$4,7902020Revenue 2021: $42,944Expenses 2021: $42,099Net Income 2021: $8452021Revenue 2022: $26,135Expenses 2022: $45,093Net Income 2022: -$18,9582022Revenue 2023: $28,899Expenses 2023: $47,900Net Income 2023: -$19,0012023Revenue 2024: $49,426Expenses 2024: $59,836Net Income 2024: -$10,4102024

Highlighted filing

2024

Revenue$49,426
Expenses$59,836
Net Income-$10,410
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,040,673
Liabilities
$0
Net assets
$1,040,673
Revenue
$49,426
Expenses
$59,836
Net income
-$10,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.97$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.08$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.05$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD M SCHWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Phillip Smith Foundation
EIN
31-1469256
Phone
5137037207
Address
7712 CREEKWOOD LANE, AMBERLEY VILLAGE, OH 45237

Signing Officer

Name
Richard M Schwartz
Title
Trustee
Phone
5135791414
Signed
2025-09-08

Preparer

Firm
Novikoff Manheimer & Co
Address
4695 LAKE FOREST DR STE 400, CINCINNATI, OH 45242-3836
Preparer
Gregory F Schapker
Phone
5134833100
Raw XML Appendix259 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.

Path#Value
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd645242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd745229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd885007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/ExcessDistributionCyovYr1Amt0516
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050516
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0516
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050516
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0516
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt083301
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION IN INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09836
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05135791414
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILLIP SMITH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RICHARD SCHWARTZ TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0311469256
ReturnHeader/Filer/PhoneNum05137037207
ReturnHeader/Filer/USAddress/AddressLine1Txt07712 CREEKWOOD LANE
ReturnHeader/Filer/USAddress/CityNm0AMBERLEY VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045237
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310920005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVIKOFF MANHEIMER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04695 LAKE FOREST DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452423836
ReturnHeader/PreparerPersonGrp/PhoneNum05134833100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY F SCHAPKER
ReturnHeader/ReturnTs02025-09-08T10:25:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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