Civic Intelligence

Charles M Schwartz Memorial Foundation

990PF • Fiscal year 2015 • EIN 36-3989544

Nov 01, 2014 to Oct 31, 2015 • Filed on Feb 19, 2016

Organization Profile
333 West Wacker Drive Suite 1700Chicago, IL 60606

(312) 540-4992

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

6.0%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$44,183

Down $19,463 (-31%) from 2014

Net Assets

Down

$44,183

Down $19,463 (-31%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin17th percentile

Revenue

Up

$80,255

Up $4,554 (+6.0%) from 2014

Expenses

Up

$99,718

Up $40,239 (+68%) from 2014

Net Income

Down

-$19,463

Down $35,685 (-220%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$80K$60K$40K$20K$0Assets 2010: $33,204Liabilities 2010: $0Net Assets 2010: $33,2042010Assets 2011: $20,966Liabilities 2011: $0Net Assets 2011: $20,9662011Assets 2012: $50,012Liabilities 2012: $0Net Assets 2012: $50,0122012Assets 2014: $63,646Liabilities 2014: $0Net Assets 2014: $63,6462014Assets 2015: $44,183Liabilities 2015: $0Net Assets 2015: $44,1832015Assets 2017: $57,479Liabilities 2017: $0Net Assets 2017: $57,4792017Assets 2018: $58,787Liabilities 2018: $0Net Assets 2018: $58,7872018Assets 2019: $60,748Liabilities 2019: $0Net Assets 2019: $60,7482019Assets 2020: $49,618Liabilities 2020: $0Net Assets 2020: $49,6182020Assets 2021: $64,246Liabilities 2021: $0Net Assets 2021: $64,2462021Assets 2024: $49,453Liabilities 2024: $0Net Assets 2024: $49,4532024

Highlighted filing

2015

Assets$44,183
Liabilities$0
Net Assets$44,183
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$200K$100K$0-$100KExpenses 2010: $81,5752010Expenses 2011: $78,8822011Expenses 2012: $46,8292012Revenue 2014: $75,701Expenses 2014: $59,479Net Income 2014: $16,2222014Revenue 2015: $80,255Expenses 2015: $99,718Net Income 2015: -$19,4632015Revenue 2017: $94,253Expenses 2017: $92,209Net Income 2017: $2,0442017Revenue 2018: $91,614Expenses 2018: $90,306Net Income 2018: $1,3082018Revenue 2019: $110,165Expenses 2019: $108,204Net Income 2019: $1,9612019Revenue 2020: $76,267Expenses 2020: $87,397Net Income 2020: -$11,1302020Revenue 2021: $131,369Expenses 2021: $116,741Net Income 2021: $14,6282021Revenue 2024: $178,733Expenses 2024: $187,053Net Income 2024: -$8,3202024

Highlighted filing

2015

Revenue$80,255
Expenses$99,718
Net Income-$19,463
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Feb 19, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC H SCHWARTZPresident / Director-Part Time-$0--
LAWRENCE LUBINVice Pres/Director-Part Time-$0--
JOSEPH GUTMANTreasurer-Part Time-$0--
RICHARD SCHOENSTADTSecretary-Part Time-$0--
JUDD MALKINDirector-Part Time-$0--
Filing and Contact Details

Filer

Filer Name
Charles M Schwartz Memorial Foundation
EIN
36-3989544
In Care Of
% MARC SCHWARTZ
Address
333 WEST WACKER DRIVE SUITE 1700, CHICAGO, IL 60606

Signing Officer

Name
Marc Schwartz
Title
Officer
Phone
3125404992
Signed
2016-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Preparer
Robert Jacobson
Phone
7087996800
Raw XML Appendix325 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/ContributingManagerNm0MARC H SCHWARTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOYOLA UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MICHIGAN JEWISH RESOURCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02160 S 1ST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11335 HILL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MAYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060153
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041800
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/AppliedToCurrentYearAmt01159
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0162429
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042993
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043190
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042031
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0198599
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0156568
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JACK SCHWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RICHARD M HOFFMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0205 N MICHIGAN AVENUE 38TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1600 WEST IRVING PARK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SCHAUMBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060601
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160193
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUNDRAISING EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055153
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03125404992
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES M SCHWARTZ MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0363989544
ReturnHeader/Filer/InCareOfNm0% MARC SCHWARTZ
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 WEST WACKER DRIVE SUITE 1700
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01313 WEST 175TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOMEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060430
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT JACOBSON
ReturnHeader/ReturnTs02016-03-09T15:15:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$44,183
Liabilities
$0
Net assets
$44,183
Revenue
$80,255
Expenses
$99,718
Net income
-$19,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.79$1.87$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.31$1.17$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.76$0.87$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$1.10$1.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.92$0.90$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.94$0.92$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.80$1.00$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.76$0.59$0.16
2012Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.47
2011Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.79
2010Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.82