Civic Intelligence

Olin B and Desta Schwab Foundation C/O Michael Earls CPA

990PF • Fiscal year 2015 • EIN 35-2284008

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

Organization Profile
110 W Berry Street Suite 2501Fort Wayne, IN 46802

(260) 461-6128

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

9th percentile

-54%

Higher net margin than 9% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

12th percentile

-8.2%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$6,293,695

Down $559,549 (-8.2%) from 2014

Net Assets

Down

$6,293,695

Down $559,549 (-8.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin9th percentile

Revenue

Down

$387,229

Down $196,183 (-34%) from 2014

Expenses

Down

$595,981

Down $13,430 (-2.2%) from 2014

Net Income

Down

-$208,752

Down $182,753 (-703%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,365,741Liabilities 2012: $0Net Assets 2012: $6,365,7412012Assets 2013: $6,879,243Liabilities 2013: $0Net Assets 2013: $6,879,2432013Assets 2014: $6,853,244Liabilities 2014: $0Net Assets 2014: $6,853,2442014Assets 2015: $6,293,695Liabilities 2015: $0Net Assets 2015: $6,293,6952015Assets 2016: $5,687,135Liabilities 2016: $0Net Assets 2016: $5,687,1352016Assets 2017: $5,718,515Liabilities 2017: $0Net Assets 2017: $5,718,5152017Assets 2018: $6,070,844Liabilities 2018: $0Net Assets 2018: $6,070,8442018Assets 2019: $5,237,786Liabilities 2019: $0Net Assets 2019: $5,237,7862019Assets 2020: $4,932,375Liabilities 2020: $0Net Assets 2020: $4,932,3752020Assets 2021: $4,832,322Liabilities 2021: $0Net Assets 2021: $4,832,3222021Assets 2022: $3,886,805Liabilities 2022: $0Net Assets 2022: $3,886,8052022Assets 2023: $3,402,790Liabilities 2023: $0Net Assets 2023: $3,402,7902023Assets 2024: $3,498,756Liabilities 2024: $0Net Assets 2024: $3,498,7562024Assets 2025: $3,440,568Liabilities 2025: $0Net Assets 2025: $3,440,5682025

Highlighted filing

2015

Assets$6,293,695
Liabilities$0
Net Assets$6,293,695
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $474,1542012Expenses 2013: $360,5872013Revenue 2014: $583,412Expenses 2014: $609,411Net Income 2014: -$25,9992014Revenue 2015: $387,229Expenses 2015: $595,981Net Income 2015: -$208,7522015Revenue 2016: $31,129Expenses 2016: $637,689Net Income 2016: -$606,5602016Revenue 2017: $434,212Expenses 2017: $402,832Net Income 2017: $31,3802017Revenue 2018: $673,238Expenses 2018: $320,909Net Income 2018: $352,3292018Revenue 2019: $294,964Expenses 2019: $1,128,022Net Income 2019: -$833,0582019Revenue 2020: $95,339Expenses 2020: $400,750Net Income 2020: -$305,4112020Revenue 2021: $1,240,254Expenses 2021: $1,340,307Net Income 2021: -$100,0532021Revenue 2022: $74,183Expenses 2022: $1,019,700Net Income 2022: -$945,5172022Revenue 2023: $80,192Expenses 2023: $564,207Net Income 2023: -$484,0152023Revenue 2024: $336,987Expenses 2024: $241,021Net Income 2024: $95,9662024Revenue 2025: $161,179Expenses 2025: $219,367Net Income 2025: -$58,1882025

Highlighted filing

2015

Revenue$387,229
Expenses$595,981
Net Income-$208,752
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
M JAMES JOHNSTONPresident-$0--
MICHAEL EARLSTreasurer-$0--
HOLLY BRADYSecretary-$0--
JOHN FERGUSONDirector-$0--
LESLEY JONES-SESSLERDirector-$0--
COURTNEY TRITCHDirector-$0--
KATHLEEN RANDOLPHVice Preside-$0--
BILL ZIELKEDirector-$0--
DOLORES DEE KLOCKEDirector Emeritus-$0--
DAVID HAISTDirector-$0--
KYLE MARTINDirector-$0--
GARY SHEARERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Olin B and Desta Schwab Foundation
EIN
35-2284008
Phone
2604616128
Address
110 W BERRY STREET SUITE 2501, FORT WAYNE, IN 46802

Signing Officer

Name
Michael Earls
Title
Treasurer
Phone
2604616128
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Dulin Ward & Dewald Inc
Address
9921 DUPONT CIRCLE DR W 300, FORT WAYNE, IN 46825-1610
Preparer
J Nelson Coats CPA
Phone
2604232414
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DOW CHEMICAL COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GANNETT SPINCO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GENERAL MOTORS CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HONEYWELL INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INTERNATIONAL PAPER CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54KIMBERLY CLARK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KLA-TENCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KOHLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KRAFT FOODS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LEGGETT & PLATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LORILLARD, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MARATHON PETROLEUM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69NAVIENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NETAPP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NOVARTIS AG SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PG&E CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PHILLIPS 66
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PROGRESSIVE CORP OHIO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ROYAL DUTCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SCHLUMBERGET LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SLM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SPECTRA ENERGY CORP WI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94TOTAL SA SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNITED PARCEL SERVICE - CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98US BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101WASTE MANAGEMENT INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WYNDHAM WORLDWIDE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106BMO SMALL - CAP GROWTH FUND CLASS I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108ISHARES DJ SELECT DIVIDEND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109ISHARES RUSSELL MIDCAP GRWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110ISHARES RUSSELL MIDCAP VALUE ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113VANGUARD GROWTH PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114WELLS FARGO ADV DISCOVERY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115ABERDEEN EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117DEUTSCHE X-TRACKERS MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118ENSCO PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119INVESCO LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120ISHARES MSC EMERGING MARKETS AISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121LYONDELLBASEEL INDUSTRIES NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124MORGAN STANLEY INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125OAKMARK INTERNATIONAL SMALL CAP FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128HOST HOTELS & RESORTS, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130KIIMCO REALTY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131CREDIT SUISSE COMMODITY RETURN
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IRS990PF/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122008-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-02-11

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,293,695
Liabilities
$0
Net assets
$6,293,695
Revenue
$387,229
Expenses
$595,981
Net income
-$208,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.16$0.22$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.34$0.24$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.08$0.56$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.07$1.02$0.95
2021Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$1.24$1.34$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.10$0.40$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.29$1.13$0.83
2018Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.67$0.32$0.35
2017Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.43$0.40$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.03$0.64$0.61
2015Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.39$0.60$0.21
2014Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.58$0.61$0.03
2013Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.36
2012Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.47