Civic Intelligence

Ernie P Schwartz Foundation

990PF • Fiscal year 2016 • EIN 42-6277194

Oct 01, 2015 to Sep 30, 2016 • Filed on Nov 22, 2016

Organization Profile
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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-95%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$229,048

Down $6,856 (-2.9%) from 2015

Net Assets

Down

$229,048

Down $6,856 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Up

$7,240

Up $3,747 (+107%) from 2015

Expenses

Down

$14,096

Down $1,631 (-10%) from 2015

Net Income

Up

-$6,856

Up $5,378 (+44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2016

Assets$229,048
Liabilities$0
Net Assets$229,048
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

2016

Revenue$7,240
Expenses$14,096
Net Income-$6,856
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 22, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trust Office-$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
Bankiowa
Title
Trust Officer
Phone
8772757034
Signed
2016-11-22
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 Appendix283 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11100 7TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2208 CALVIN HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3515 MORRILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350011
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
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/AppliedToCurrentYearAmt011805
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0526
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01733
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0526
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013012
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01207
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01733
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0526
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01063
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt021
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-22
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/PreparationDt02016-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02016-12-05T08:58:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,048
Liabilities
$0
Net assets
$229,048
Revenue
$7,240
Expenses
$14,096
Net income
-$6,856
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