Civic Intelligence

Swartz Foundation Inc.

990PF • Fiscal year 2014 • EIN 31-1671683

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile

Refreshing map…

3 Woods EndNeedham, MA 02492-1482

(781) 444-3618

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

4.3%

Faster asset growth than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

3411%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$92,360

Up $3,797 (+4.3%) from 2013

Net Assets

Up

$92,360

Up $3,797 (+4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$48,902

Up $47,509 (+3411%) from 2013

Expenses

Up

$3,557

Up $1,832 (+106%) from 2013

Net Income

Up

$45,345

Up $45,677 (+13758%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2011: $88,590Liabilities 2011: $0Net Assets 2011: $88,5902011Assets 2012: $88,895Liabilities 2012: $0Net Assets 2012: $88,8952012Assets 2013: $88,563Liabilities 2013: $0Net Assets 2013: $88,5632013Assets 2014: $92,360Liabilities 2014: $0Net Assets 2014: $92,3602014Assets 2015: $91,825Liabilities 2015: $0Net Assets 2015: $91,8252015Assets 2016: $160,508Liabilities 2016: $0Net Assets 2016: $160,5082016Assets 2017: $156,514Liabilities 2017: $0Net Assets 2017: $156,5142017Assets 2018: $152,277Liabilities 2018: $0Net Assets 2018: $152,2772018Assets 2019: $146,126Liabilities 2019: $0Net Assets 2019: $146,1262019Assets 2020: $133,718Liabilities 2020: $0Net Assets 2020: $133,7182020Assets 2021: $76,189Liabilities 2021: $0Net Assets 2021: $76,1892021Assets 2022: $51,457Liabilities 2022: $0Net Assets 2022: $51,4572022Assets 2024: $36,129Liabilities 2024: $0Net Assets 2024: $36,1292024

Highlighted filing

2014

Assets$92,360
Liabilities$0
Net Assets$92,360
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KExpenses 2011: $1,0002011Expenses 2012: $1,0252012Revenue 2013: $1,393Expenses 2013: $1,725Net Income 2013: -$3322013Revenue 2014: $48,902Expenses 2014: $3,557Net Income 2014: $45,3452014Revenue 2015: $4,084Expenses 2015: $4,619Net Income 2015: -$5352015Revenue 2016: $77,581Expenses 2016: $7,091Net Income 2016: $70,4902016Revenue 2017: $3,269Expenses 2017: $7,263Net Income 2017: -$3,9942017Revenue 2018: $4,133Expenses 2018: $8,370Net Income 2018: -$4,2372018Revenue 2019: $4,753Expenses 2019: $10,904Net Income 2019: -$6,1512019Revenue 2020: $4,012Expenses 2020: $11,609Net Income 2020: -$7,5972020Revenue 2021: $7,500Expenses 2021: $12,612Net Income 2021: -$5,1122021Revenue 2022: $4,508Expenses 2022: $13,685Net Income 2022: -$9,1772022Revenue 2024: $9,426Expenses 2024: $15,304Net Income 2024: -$5,8782024

Highlighted filing

2014

Revenue$48,902
Expenses$3,557
Net Income$45,345
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK F SWARTZPresident-$0--
SANDRA R SWARTZClerk-$0--
Filing and Contact Details

Filer

Filer Name
Swartz Foundation
EIN
31-1671683
Phone
7814443618
Address
3 WOODS END, NEEDHAM, MA 02492-1482

Signing Officer

Name
Jack Swartz
Title
President
Phone
7814443618
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Gray Gray & Gray Llp
Address
150 ROYALL STREET SUITE 102, CANTON, MA 02021
Preparer
Kelly a Berardi
Phone
7814070300
Raw XML Appendix323 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VILNA SHUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01664 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 PHILIPS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEEDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102114
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt087
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02420
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02507
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03223
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02420
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JACK F SWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03 WOODS END
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEEDHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002492
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045845
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt045845
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01000 SHARES ORACLE CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt041548
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS FOR CONTRIBUTIONS OF STOCK
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/Amt235
TaxesSchedule/TaxesDetail/CategoryTxt0MA - ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1IRS FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt2MA DIVISION OF PUBLIC CHARITIES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt17
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt235
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07814443618
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAR
ReturnHeader/Filer/EIN0311671683
ReturnHeader/Filer/PhoneNum07814443618
ReturnHeader/Filer/USAddress/AddressLine1Txt03 WOODS END
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024921482
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042088368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY GRAY & GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 ROYALL STREET SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002021
ReturnHeader/PreparerPersonGrp/PhoneNum07814070300
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY A BERARDI
ReturnHeader/ReturnTs02015-05-07T14:07:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,360
Liabilities
$0
Net assets
$92,360
Revenue
$48,902
Expenses
$3,557
Net income
$45,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.09$0.15$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.05$0.14$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.08$0.13$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.04$0.12$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.05$0.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.04$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.03$0.07$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.78$0.07$0.70
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.49$0.04$0.45
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01$0.02$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits