Civic Intelligence

Charles M Schwartz Memorial Foundation

990PF • Fiscal year 2019 • EIN 36-3989544

Nov 01, 2018 to Oct 31, 2019 • Filed on Feb 11, 2020

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

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

48th percentile

1.8%

Higher net margin than 48% 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

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$60,748

Up $1,961 (+3.3%) from 2018

Net Assets

Up

$60,748

Up $1,961 (+3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin48th percentile

Revenue

Up

$110,165

Up $18,551 (+20%) from 2018

Expenses

Up

$108,204

Up $17,898 (+20%) from 2018

Net Income

Up

$1,961

Up $653 (+50%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$60,748
Liabilities$0
Net Assets$60,748
Open 2019 Filing

Operations Trend

Revenue Growth74th 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

2019

Revenue$110,165
Expenses$108,204
Net Income$1,961
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Feb 11, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
President/director
Phone
3125404992
Signed
2020-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Preparer
Robert Jacobson
Phone
7087996800
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOYOLA UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02160 S 1ST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MAYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060153
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt01866
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt050430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029416
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0229028
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042031
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050860
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048994
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0258444
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0209450
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GUTMAN FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RICHARD M HOFFMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2SAM I AM FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3PATRICK KELLY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02074 WINDY HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1600 WEST IRVING PARK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22345 EGANDALE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3404 EAST FIRST STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HIGHLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SCHAUMBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2HIGHLAND PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3HINSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060035
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160193
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd260035
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd360521
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt17500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0157
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0157
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUNDRAISING EVENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1IL CHARITY BUREAU FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056657
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03125404992
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-11
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/PreparationDt02020-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT JACOBSON
ReturnHeader/ReturnTs02020-03-12T14:15:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

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
$60,748
Liabilities
$0
Net assets
$60,748
Revenue
$110,165
Expenses
$108,204
Net income
$1,961
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
2019Detailed filing. Detailed filing data is available for this year.$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