Civic Intelligence

Ernie P Schwartz Foundation

990PF • Fiscal year 2019 • EIN 42-6277194

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 08, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$229,324

Down $2,533 (-1.1%) from 2018

Net Assets

Down

$229,324

Down $2,533 (-1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$7,912

Down $13,154 (-62%) from 2018

Expenses

Down

$10,445

Down $1,940 (-16%) from 2018

Net Income

Down

-$2,533

Down $11,214 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$229,324
Liabilities$0
Net Assets$229,324
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$7,912
Expenses$10,445
Net Income-$2,533
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 8, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trust Office-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF IOWASCHOLARSHIP501(C)(3)IOWA CITY, IA, US$4,000
Paid GrantIOWA STATE UNIVERSITYSCHOLARSHIP501(C)(3)AMES, IA, US$2,897
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
2020-01-08
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 Appendix269 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/CityNm0AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152242
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06897
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/AppliedToCurrentYearAmt08997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0399
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02315
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02315
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01125
TaxesSchedule/TaxesDetail/Amt0323
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANKIOWA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08772757034
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-08
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/PreparationDt02020-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E BOHR
ReturnHeader/ReturnTs02020-01-10T13:15:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,324
Liabilities
$0
Net assets
$229,324
Revenue
$7,912
Expenses
$10,445
Net income
-$2,533
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