Civic Intelligence

Francine P & Ben H Schwartz Us Bank Na

EIN 31-1532954 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
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

90th percentile

53%

Higher net margin than 90% 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

98th percentile

490%

Faster asset growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

-1.2%

Faster revenue growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,993

Up $2,486 (+490%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,993

Up $2,486 (+490%) from 2023

Revenue

Down

$4,658

Down $57 (-1.2%) from 2023

Expenses

Down

$2,174

Down $2,717 (-56%) from 2023

Net Income

Up

$2,484

Up $2,660 (+1511%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0K$2.0K$1.0K$0Assets 2020: $740Liabilities 2020: $0Net Assets 2020: $7402020Assets 2021: $2,924Liabilities 2021: $0Net Assets 2021: $2,9242021Assets 2022: $684Liabilities 2022: $0Net Assets 2022: $6842022Assets 2023: $507Liabilities 2023: $0Net Assets 2023: $5072023Assets 2024: $2,993Liabilities 2024: $0Net Assets 2024: $2,9932024

Highlighted filing

2024

Assets$2,993
Liabilities$0
Net Assets$2,993

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2020: $4,338Expenses 2020: $6,597Net Income 2020: -$2,2592020Revenue 2021: $4,331Expenses 2021: $9,264Net Income 2021: -$4,9332021Revenue 2022: $6,121Expenses 2022: $8,361Net Income 2022: -$2,2402022Revenue 2023: $4,715Expenses 2023: $4,891Net Income 2023: -$1762023Revenue 2024: $4,658Expenses 2024: $2,174Net Income 2024: $2,4842024

Highlighted filing

2024

Revenue$4,658
Expenses$2,174
Net Income$2,484

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 27, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEN H SCHWARTZTrustee-$0--
FRANCINE P SCHWARTZTrustee-$0--
JANE H SCHWARTZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantISAAC M WISE TEMPLEGENERAL OPERATINGPCCINCINNATI, OH, US$7
Paid GrantJEWISH FEDERATION OF CINCINNATIGENERAL OPERATINGPCCINCINNATI, OH, US$4
Filing and Contact Details

Filer

Filer Name
Francine P & Ben H Schwartz US Bank Na
EIN
31-1532954
Phone
4024341312
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Ben H Schwartz
Title
Trustee
Phone
4024341312
Signed
2025-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix305 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/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01661
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03379
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0504
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER EXPENSE (NON-DEDUCTIBLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0453
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEN H SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04024341312
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCINE P & BEN H SCHWARTZ US BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0311532954
ReturnHeader/Filer/PhoneNum04024341312
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T15:01:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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