Ernie P Schwartz Foundation

990PF • Fiscal year 2018 • EIN 42-6277194

Oct 01, 2017 to Sep 30, 2018 • Filed on Oct 30, 2018

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.

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

41%

Higher net margin than 89% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

3.9%

Faster asset growth than 57% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

127%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

$231,857

Up $8,682 (+3.9%) from 2017

Net Assets

$231,857

Up $8,682 (+3.9%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin89th percentile

Revenue

$21,066

Up $11,803 (+127%) from 2017

Expenses

Down

$12,385

Down $2,751 (-18%) from 2017

Net Income

$8,681

Up $14,554 (+248%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

Highlighted filing

2018

Assets$231,857

Liabilities$0

Net Assets$231,857

Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2018

Revenue$21,066

Expenses$12,385

Net Income$8,681

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2017 to Sep 30, 2018
Signed: Oct 30, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	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: 2018-10-30
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

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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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	11230
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12564
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	526
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1334
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2315
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	399
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	11230
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2315
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3649
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	1155
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1155
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ERNIE P SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ERNI
ReturnHeader/Filer/EIN	0	426277194
ReturnHeader/Filer/PhoneNum	0	8772757034
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2701 EDGEWOOD PKWY SW
ReturnHeader/Filer/USAddress/CityNm	0	CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	52404
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	C219186EF144E8EF5A4156BA7C19D9FD4FDA0D5D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	CBEC1841EC65AA74B685E0AAEB3686D3431013E9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	65.155.52.98
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	11:52:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BOHR DAHM GREIF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	524022458
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3193668400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT E BOHR
ReturnHeader/ReturnTs	0	2018-11-05T11:52:52-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-10-01
ReturnHeader/TaxPeriodEndDt	0	2018-09-30
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $231,857
Liabilities: $0
Net assets: $231,857
Revenue: $21,066
Expenses: $12,385
Net income: $8,681

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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