Civic Intelligence

Schweppe Foundation C/O Patrick J Bitterman

990PF • Fiscal year 2012 • EIN 36-6014667

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

300 N Lasalle St Suite 400060654
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

57th percentile

2.4%

Faster asset growth than 57% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$688,361

Up $16,044 (+2.4%) from 2011

Net Assets

Up

$688,361

Up $16,044 (+2.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$11,342

Down $31,045 (-73%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $672,317Liabilities 2011: $0Net Assets 2011: $672,3172011Assets 2012: $688,361Liabilities 2012: $0Net Assets 2012: $688,3612012Assets 2013: $588,558Liabilities 2013: $0Net Assets 2013: $588,5582013Assets 2014: $588,629Liabilities 2014: $0Net Assets 2014: $588,6292014Assets 2015: $549,053Liabilities 2015: $0Net Assets 2015: $549,0532015Assets 2017: $27,661Liabilities 2017: $0Net Assets 2017: $27,6612017Assets 2018: $27,696Liabilities 2018: $0Net Assets 2018: $27,6962018Assets 2019: $25,137Liabilities 2019: $0Net Assets 2019: $25,1372019Assets 2020: $25,206Liabilities 2020: $0Net Assets 2020: $25,2062020Assets 2021: $24,456Liabilities 2021: $0Net Assets 2021: $24,4562021Assets 2022: $23,122Liabilities 2022: $0Net Assets 2022: $23,1222022Assets 2023: $20,532Liabilities 2023: $0Net Assets 2023: $20,5322023Assets 2024: $19,892Liabilities 2024: $0Net Assets 2024: $19,8922024

Highlighted filing

2012

Assets$688,361
Liabilities$0
Net Assets$688,361

Operations Trend

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

$50K$0-$50K-$100KExpenses 2011: $42,3872011Expenses 2012: $11,3422012Revenue 2013: -$86,895Expenses 2013: $12,908Net Income 2013: -$99,8032013Revenue 2014: $9,316Expenses 2014: $9,245Net Income 2014: $712014Revenue 2015: -$32,673Expenses 2015: $6,903Net Income 2015: -$39,5762015Revenue 2017: $1,057Expenses 2017: $16,815Net Income 2017: -$15,7582017Revenue 2018: $1,637Expenses 2018: $1,602Net Income 2018: $352018Revenue 2019: $24Expenses 2019: $2,581Net Income 2019: -$2,5572019Revenue 2020: $1,946Expenses 2020: $1,877Net Income 2020: $692020Revenue 2021: $2Expenses 2021: $752Net Income 2021: -$7502021Revenue 2022: $1Expenses 2022: $1,335Net Income 2022: -$1,3342022Revenue 2023: $2Expenses 2023: $2,592Net Income 2023: -$2,5902023Revenue 2024: $2Expenses 2024: $642Net Income 2024: -$6402024

Highlighted filing

2012

Revenue-
Expenses$11,342
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H SCHWEPPEDirector-$0--
JULIAN SOLWAY MDDirector-$0--
LEIGH S BUETTNERDirector-$0--
DAVID P SCHWEPPEPresident-$0--
BOYD E METZGER MDDirector-$0--
Filing and Contact Details

Filer

EIN
36-6014667
Raw XML AppendixShowing 400 of 412 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.

Path#Value
GeneralExplanationAttachment/GeneralExplanation/Explanation0HE MEMBERS OF THE FOUNDATION BY UNANIMOUS CONSENT DETERMINED TO DISSOLVE THE FOUNDATION EFFECTIVE APRIL 30, 2010. THEREAFTER, THE DIRECTORS OF THE FOUNDAITON ADOPTED A PLAN OF DISTRIBUTION PRESENTED BY THE MEMBERS, A COPY OF WAS ATTACHED LAST YEAR. THEREAFTER, THE FOUNDATION BEGAN THE PROCESS OF LIQUIDATING ITS ASSETS AND DISTRIBUTED SUBSTANTIAL ASSETS PURSUANT TO ITS PLAN, IN ADDITION TO ITS REGULAR 2010 MEDICAL GRANTS. ASSET SALES WILL CONTINUE IN 2011 AND 2012 AND FURTHER DISTRIBUTIONS WILL BE MADE IN ACCORDANCE WITH THE PLAN OF DISTIBUTION.
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0PAGE 4, PART VII-A STATEMENT REGARDING ACTIVITIES
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0170798
InvestmentsOtherSchedule2/InvestmentsOther/BookValue150000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2100000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue31
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SHEPHARD INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1SVP SPECIAL INVEST OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2VIRXSYS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3HF GOLDEN TREE LTD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0206650
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV122086
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2100000
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV311820
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-12-31
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHARLES H SCHWEPPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JULIAN SOLWAY MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LEIGH S BUETTNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3DAVID P SCHWEPPE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4BOYD E METZGER MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115841 S MARYLAND M/C 6026
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123810 WAKEFIELD DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine138435 NW 43RD LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14NORTHWESTERN UNIV MEDICAL SCHOOL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20TARRY BLDG 15-735
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LegalFeesSchedule/LegalFees/Amount011232
LegalFeesSchedule/LegalFees/Category0QUARLES & BRADY-LEGAL FEES AND FEES FOR FOUNDATION ADMINISTRATION
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01685
LegalFeesSchedule/LegalFees/NetInvestmentIncome09547
OtherExpensesSchedule/OtherExpenses/Description0IL FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1SMITH BARNEY FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps015
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome195
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks195
OtherIncreasesSchedule/OtherIncreases/Amount05600
OtherIncreasesSchedule/OtherIncreases/Description0FEDERAL TAX REFUND
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0366014667
ReturnHeader/Filer/Name/BusinessNameLine10SCHWEPPE FOUNDATION CO SARAH M LINSLEY
ReturnHeader/Filer/NameControl0SCHW
ReturnHeader/Filer/Phone03127155075
ReturnHeader/Filer/USAddress/AddressLine10300 N LASALLE ST SUITE 4000
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060654
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0SARAH M LINSLEY
ReturnHeader/Officer/Phone03127155075
ReturnHeader/Officer/Title0OTHER AUTHORIZED OFFICER
ReturnHeader/PreparerFirm/EIN0390432630

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