Civic Intelligence

Milton H and Lillian Z Schwartz Foundation

990PF • Fiscal year 2017 • EIN 36-6089548

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
1431 McHenry RoadBuffalo Grove, IL 60089-6009

(847) 634-3990

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

9.5%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$59,314

Down $2,474 (-4.0%) from 2016

Net Assets

Down

$59,314

Down $2,474 (-4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$12,729

Up $1,109 (+9.5%) from 2016

Expenses

Up

$19,914

Up $1,921 (+11%) from 2016

Net Income

Down

-$7,185

Down $812 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150K$100K$50K$0Assets 2011: $102,391Liabilities 2011: $0Net Assets 2011: $102,3912011Assets 2012: $93,761Liabilities 2012: $0Net Assets 2012: $93,7612012Assets 2013: $75,838Liabilities 2013: $0Net Assets 2013: $75,8382013Assets 2014: $66,184Liabilities 2014: $0Net Assets 2014: $66,1842014Assets 2015: $64,164Liabilities 2015: $0Net Assets 2015: $64,1642015Assets 2016: $61,788Liabilities 2016: $0Net Assets 2016: $61,7882016Assets 2017: $59,314Liabilities 2017: $0Net Assets 2017: $59,3142017Assets 2018: $66,272Liabilities 2018: $0Net Assets 2018: $66,2722018Assets 2019: $69,178Liabilities 2019: $0Net Assets 2019: $69,1782019Assets 2020: $67,750Liabilities 2020: $0Net Assets 2020: $67,7502020Assets 2021: $69,521Liabilities 2021: $0Net Assets 2021: $69,5212021Assets 2022: $68,072Liabilities 2022: $0Net Assets 2022: $68,0722022Assets 2023: $67,366Liabilities 2023: $0Net Assets 2023: $67,3662023Assets 2024: $66,468Liabilities 2024: $0Net Assets 2024: $66,4682024

Highlighted filing

2017

Assets$59,314
Liabilities$0
Net Assets$59,314
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2011: $17,0232011Expenses 2012: $18,4982012Revenue 2013: $8,683Expenses 2013: $18,905Net Income 2013: -$10,2222013Revenue 2014: $10,474Expenses 2014: $21,610Net Income 2014: -$11,1362014Revenue 2015: $11,425Expenses 2015: $19,425Net Income 2015: -$8,0002015Revenue 2016: $11,620Expenses 2016: $17,993Net Income 2016: -$6,3732016Revenue 2017: $12,729Expenses 2017: $19,914Net Income 2017: -$7,1852017Revenue 2018: $14,220Expenses 2018: $16,680Net Income 2018: -$2,4602018Revenue 2019: $15,693Expenses 2019: $12,787Net Income 2019: $2,9062019Revenue 2020: $12,503Expenses 2020: $13,931Net Income 2020: -$1,4282020Revenue 2021: $12,669Expenses 2021: $10,898Net Income 2021: $1,7712021Revenue 2022: $12,914Expenses 2022: $14,363Net Income 2022: -$1,4492022Revenue 2023: $15,286Expenses 2023: $15,992Net Income 2023: -$7062023Revenue 2024: $17,445Expenses 2024: $18,343Net Income 2024: -$8982024

Highlighted filing

2017

Revenue$12,729
Expenses$19,914
Net Income-$7,185
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SCHWARTZTrustee-$0--
KAREN SCHWARTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Milton H & Lillian Z Schwartz Foundation
EIN
36-6089548
Phone
8476343990
Address
1431 McHenry Road, Buffalo Grove, IL 60089-6009

Signing Officer

Name
Charles Schwartz
Title
Trustee
Phone
8476343990
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
The Accountants Group
Address
1431 MCHENRY RD STE 216, BUFFALO GROVE, IL 60089-1378
Preparer
Jeffrey M Weidner
Phone
8476343990
Raw XML Appendix297 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/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040
IRS990PF/FMVAssetsEOYAmt0330862
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01883 Yorkshire Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13542 RFD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0St Paul
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Long Grove
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08476343990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01431 McHenry Road Suite 216
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060089
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Buffalo Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019225
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018498
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018498
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03866
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0689
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0652
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0671
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0689
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0689
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022364
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021675
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Admin and Office
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt052
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04711
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Gain, sale of Investments
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt032
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/CategoryTxt0Excise
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt032
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08476343990
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Milton H & Lillian Z Schwartz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0366089548
ReturnHeader/Filer/PhoneNum08476343990
ReturnHeader/Filer/USAddress/AddressLine1Txt01431 McHenry Road
ReturnHeader/Filer/USAddress/CityNm0Buffalo Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600896009
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId065B162A46AC429DB857DC3A2EAAD8A97D4EC0154
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D72E2DA847581EA0CAEABAF48613D8BAE111B72D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.250.78
ReturnHeader/FilingSecurityInformation/IPDt02018-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:24:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE ACCOUNTANTS GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01431 MCHENRY RD STE 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600891378
ReturnHeader/PreparerPersonGrp/PhoneNum08476343990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M WEIDNER
ReturnHeader/ReturnTs02018-05-24T09:24:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,314
Liabilities
$0
Net assets
$59,314
Revenue
$12,729
Expenses
$19,914
Net income
-$7,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.17$0.18$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.15$0.16$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.13$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.16$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.14$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.13$0.20$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.12$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.11$0.19$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.10$0.22$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.09$0.19$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.17