Ernie P Schwartz Foundation

990PF • Fiscal year 2020 • EIN 42-6277194

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 03, 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.

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-28%

Higher net margin than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-1.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

59%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$225,847

Down $3,477 (-1.5%) from 2019

Net Assets

Down

$225,847

Down $3,477 (-1.5%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin21st percentile

Revenue

$12,570

Up $4,658 (+59%) from 2019

Expenses

$16,047

Up $5,602 (+54%) from 2019

Net Income

Down

-$3,477

Down $944 (-37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2020

Assets$225,847

Liabilities$0

Net Assets$225,847

Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2020

Revenue$12,570

Expenses$16,047

Net Income-$3,477

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2019 to Sep 30, 2020
Signed: Dec 3, 2020
Return Version: 2019v5.0

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: 2020-12-03
Discuss with paid preparer: Yes

Preparer

Firm: Bghn Associates Pc
Address: 1845 51ST ST NE, CEDAR RAPIDS, IA 52402
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	800 UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1100 7TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	WINTER PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	MARYVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	50011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	32792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	64468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	50314
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	12800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	12591
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	1127
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12591
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1193
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1193
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	14911
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1193
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1193
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	1127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2272
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TRUSTEE FEES - BANKIOWA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	1136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1136
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
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	2020-12-03
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	5376C9045A328886C094D63029C14FDD1BFB2BAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	5376C9045A328886C094D63029C14FDD1BFB2BAF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	65.155.52.98
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	15:22:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BGHN 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	52402
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3193668400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SCOTT E BOHR
ReturnHeader/ReturnTs	0	2020-12-04T15:22:51-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-10-01
ReturnHeader/TaxPeriodEndDt	0	2020-09-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $225,847
Liabilities: $0
Net assets: $225,847
Revenue: $12,570
Expenses: $16,047
Net income: -$3,477

	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