Civic Intelligence

Swartz Foundation Inc.

990PF • Fiscal year 2019 • EIN 31-1671683

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

Organization Profile

Refreshing map…

3 Woods EndNeedham, MA 02492-1482

(781) 444-7799

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-129%

Higher net margin than 6% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$146,126

Down $6,151 (-4.0%) from 2018

Net Assets

Down

$146,126

Down $6,151 (-4.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$4,753

Up $620 (+15%) from 2018

Expenses

Up

$10,904

Up $2,534 (+30%) from 2018

Net Income

Down

-$6,151

Down $1,914 (-45%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$146,126
Liabilities$0
Net Assets$146,126
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$4,753
Expenses$10,904
Net Income-$6,151
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
7814447799
Address
3 WOODS END, NEEDHAM, MA 02492-1482

Signing Officer

Name
Jack Swartz
Title
President
Phone
7814447799
Signed
2020-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Gray Gray & Gray Llp
Address
150 ROYALL STREET SUITE 102, CANTON, MA 02021
Preparer
Karen Anne Benoit
Phone
7814070300
Raw XML Appendix331 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SANDRA R SWARTZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHUR TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE ALIYAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VILNA SHUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY AND CHILDREN'S SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01664 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 PHILIPS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt218 SHEPARD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEEDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202135
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
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/AppliedToCurrentYearAmt0102
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09398
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010019
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09398
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt129
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/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt235
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07814447799
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAR
ReturnHeader/Filer/EIN0311671683
ReturnHeader/Filer/PhoneNum07814447799
ReturnHeader/Filer/USAddress/AddressLine1Txt03 WOODS END
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0024921482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0150264497D447E04F4CDEF0268A653FAC68DA976
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E6AE931826B7782B21A8CD870264F1AED405C123
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId004350320201500327e08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.234.152.46
ReturnHeader/FilingSecurityInformation/IPDt02020-06-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:55:36
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/PreparationDt02020-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ANNE BENOIT
ReturnHeader/ReturnTs02020-06-01T11:27:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,126
Liabilities
$0
Net assets
$146,126
Revenue
$4,753
Expenses
$10,904
Net income
-$6,151
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
2019Detailed filing. Detailed filing data is available for this year.$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