Civic Intelligence

Schweppe Foundation C/O Patrick J Bitterman

990PF • Fiscal year 2020 • EIN 36-6014667

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile

View Organization Page

300 N Lasalle St Suite 4000Chicago, IL 60654

(312) 715-5075

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

8008%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$25,206

Up $69 (+0.3%) from 2019

Net Assets

Up

$25,206

Up $69 (+0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin49th percentile

Revenue

Up

$1,946

Up $1,922 (+8008%) from 2019

Expenses

Down

$1,877

Down $704 (-27%) from 2019

Net Income

Up

$69

Up $2,626 (+103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2020

Assets$25,206
Liabilities$0
Net Assets$25,206
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

2020

Revenue$1,946
Expenses$1,877
Net Income$69
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES H SCHWEPPEDirector-$0--
JULIAN SOLWAY MD THROUGH JUL 2020Director-$0--
LEIGH S BUETTNER AS OF AUG 2020Director, President-$0--
BOYD METZGER MD THROUGH JUL 2020Director-$0--
SARAH M LINSLEY AS OF AUG 2020Treasurer-$0--
PATRICK J BITTERMAN AS OF AUG 2020Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Schweppe Foundation
EIN
36-6014667
Phone
3127155075
Address
300 N LASALLE ST SUITE 4000, CHICAGO, IL 60654

Signing Officer

Name
David P Schweppe
Title
Director
Phone
3127155075
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Quarles & Brady Llp
Address
300 NORTH LASALLE ST SUITE 4000, CHICAGO, IL 60654
Preparer
Sarah M Linsley
Phone
3127155000
Raw XML Appendix301 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/GeneralExplanationGrp/FormAndLineReferenceDesc0PAGE 4, PART VII-A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STATEMENT REGARDING ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE MEMBERS OF THE FOUNDATION BY UNANIMOUS CONSENT DETERMINED TO DISSOLVED THE FOUNDATION EFFECTIVE APRIL 30,2010. THEREAFTER, THE DIRECTORS OF THE FOUNDATION ADOPTED A PLAN OF DISTRIBUTION PRESENTED BY THE MEMBERS, A COPY OF WAS ATTACHED IN 2011. 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 2012 THROUGH 2020 AND FURTHER DISTRIBUTIONS WILL BE MADE IN ACCORDANCE WITH THE PLAN OF DISTRIBUTION.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SHEPHARD INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01946
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt069
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025206
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01392
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES H SCHWEPPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIAN SOLWAY MD THROUGH JUL 2020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEIGH S BUETTNER AS OF AUG 2020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BOYD METZGER MD THROUGH JUL 2020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SARAH M LINSLEY AS OF AUG 2020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PATRICK J BITTERMAN AS OF AUG 2020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01625 LA VISTA DEL OCEANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15841 S MARYLAND M/C 6026
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23810 WAKEFIELD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3NORTHWESTERN UNIV MEDICAL SCHOOL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4300 N LASALLE ST SUITE 4000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5300 N LASALLE ST SUITE 4000
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,206
Liabilities
$0
Net assets
$25,206
Revenue
$1,946
Expenses
$1,877
Net income
$69
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.03$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.01$0.17$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.33$0.07$0.40
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.87$0.13$1.00
2012Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.11
2011Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.42