Civic Intelligence

Ernie P Schwartz Foundation

990PF • Fiscal year 2015 • EIN 42-6277194

Oct 01, 2014 to Sep 30, 2015 • Filed on Nov 02, 2015

2701 Edgewood Pkwy SWCedar Rapids, IA 52404

(877) 275-7034

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

3rd percentile

-350%

Higher net margin than 3% 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

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$235,904

Down $12,234 (-4.9%) from 2014

Net Assets

Down

$235,904

Down $12,234 (-4.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$3,493

Down $13,284 (-79%) from 2014

Expenses

Down

$15,727

Down $2,350 (-13%) from 2014

Net Income

Down

-$12,234

Down $10,934 (-841%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $221,443Liabilities 2011: $02011Assets 2012: $212,442Liabilities 2012: $02012Assets 2013: $249,208Liabilities 2013: $12013Assets 2014: $248,138Liabilities 2014: $0Net Assets 2014: $248,1382014Assets 2015: $235,904Liabilities 2015: $0Net Assets 2015: $235,9042015Assets 2016: $229,048Liabilities 2016: $0Net Assets 2016: $229,0482016Assets 2017: $223,175Liabilities 2017: $0Net Assets 2017: $223,1752017Assets 2018: $231,857Liabilities 2018: $0Net Assets 2018: $231,8572018Assets 2019: $229,324Liabilities 2019: $0Net Assets 2019: $229,3242019Assets 2020: $225,847Liabilities 2020: $0Net Assets 2020: $225,8472020Assets 2021: $233,550Liabilities 2021: $0Net Assets 2021: $233,5502021Assets 2022: $225,637Liabilities 2022: $0Net Assets 2022: $225,6372022Assets 2023: $222,377Liabilities 2023: $0Net Assets 2023: $222,3772023Assets 2024: $225,803Liabilities 2024: $0Net Assets 2024: $225,8032024Assets 2025: $228,103Liabilities 2025: $0Net Assets 2025: $228,1032025

Highlighted filing

2015

Assets$235,904
Liabilities$0
Net Assets$235,904

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $17,868Expenses 2011: $14,972Net Income 2011: $2,8962011Revenue 2012: $13,779Expenses 2012: $22,627Net Income 2012: -$8,8482012Revenue 2013: $49,348Expenses 2013: $12,353Net Income 2013: $36,9952013Revenue 2014: $16,777Expenses 2014: $18,077Net Income 2014: -$1,3002014Revenue 2015: $3,493Expenses 2015: $15,727Net Income 2015: -$12,2342015Revenue 2016: $7,240Expenses 2016: $14,096Net Income 2016: -$6,8562016Revenue 2017: $9,263Expenses 2017: $15,136Net Income 2017: -$5,8732017Revenue 2018: $21,066Expenses 2018: $12,385Net Income 2018: $8,6812018Revenue 2019: $7,912Expenses 2019: $10,445Net Income 2019: -$2,5332019Revenue 2020: $12,570Expenses 2020: $16,047Net Income 2020: -$3,4772020Revenue 2021: $20,017Expenses 2021: $12,372Net Income 2021: $7,6452021Revenue 2022: $11,931Expenses 2022: $19,844Net Income 2022: -$7,9132022Revenue 2023: $8,255Expenses 2023: $11,515Net Income 2023: -$3,2602023Revenue 2024: $15,300Expenses 2024: $11,874Net Income 2024: $3,4262024Revenue 2025: $20,068Expenses 2025: $17,768Net Income 2025: $2,3002025

Highlighted filing

2015

Revenue$3,493
Expenses$15,727
Net Income-$12,234
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ernie P Schwartz Foundation
EIN
42-6277194
Phone
8772757034
Address
2701 EDGEWOOD PKWY SW, CEDAR RAPIDS, IA 52404

Signing Officer

Name
Wes Hilleshiem
Title
Trust Officer
Phone
8772757034
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Bohr Dahm Greif & Associates Pc
Address
1845 51ST ST NE, CEDAR RAPIDS, IA 52402-2458
Preparer
Scott E Bohr
Phone
3193668400
Raw XML Appendix278 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MANHATTAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250314
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
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/AppliedToCurrentYearAmt012486
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01564
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012486
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0526
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0526
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014576
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0526
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0526
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01564
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02252
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01126
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WES HILLESHIEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERNIE P SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERNI
ReturnHeader/Filer/EIN0426277194
ReturnHeader/Filer/PhoneNum08772757034
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 EDGEWOOD PKWY SW
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052404
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOHR DAHM GREIF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0524022458
ReturnHeader/PreparerPersonGrp/PhoneNum03193668400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02015-11-10T16:22:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.20$0.18$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.15$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.08$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.12$0.20$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.13$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.21$0.12$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09$0.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.03$0.16$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.17$0.18$0.01
2013Summary only. Only limited summary data is available for this year.$2.49$0.00$0.49$0.12$0.37
2012Summary only. Only limited summary data is available for this year.$2.12$0.00$0.14$0.23$0.09
2011Summary only. Only limited summary data is available for this year.$2.21$0.00$0.18$0.15$0.03