Civic Intelligence

Schwarz Family Foundation Inc

EIN 46-4218210 • Carmel, IN

RevokedPub. 78 Eligible

Profile

Revocation date: May 15, 2014

10 W Carmel Drive Ste 300Carmel, IN 46032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

376%

Faster revenue growth than 96% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,044,579

Down $1,087,618 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$8,044,579

Down $1,087,618 (-12%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Up

$1,870,233

Up $1,476,973 (+376%) from 2023

Expenses

Up

$2,566,356

Up $1,979,497 (+337%) from 2023

Net Income

Down

-$696,123

Down $502,524 (-260%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2013: $1,197,835Liabilities 2013: $02013Assets 2014: $2,663,023Liabilities 2014: $0Net Assets 2014: $2,663,0232014Assets 2015: $3,824,012Liabilities 2015: $0Net Assets 2015: $3,824,0122015Assets 2016: $4,705,122Liabilities 2016: $0Net Assets 2016: $4,705,1222016Assets 2017: $5,901,603Liabilities 2017: $0Net Assets 2017: $5,901,6032017Assets 2018: $6,781,108Liabilities 2018: $0Net Assets 2018: $6,781,1082018Assets 2019: $6,859,608Liabilities 2019: $0Net Assets 2019: $6,859,6082019Assets 2020: $6,900,148Liabilities 2020: $0Net Assets 2020: $6,900,1482020Assets 2021: $9,713,871Liabilities 2021: $0Net Assets 2021: $9,713,8712021Assets 2022: $9,325,796Liabilities 2022: $0Net Assets 2022: $9,325,7962022Assets 2023: $9,132,197Liabilities 2023: $0Net Assets 2023: $9,132,1972023Assets 2024: $8,044,579Liabilities 2024: $0Net Assets 2024: $8,044,5792024

Highlighted filing

2024

Assets$8,044,579
Liabilities$0
Net Assets$8,044,579
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2013: $1,327,419Expenses 2013: $0Net Income 2013: $1,327,4192013Revenue 2014: $1,828,156Expenses 2014: $22,762Net Income 2014: $1,805,3942014Revenue 2015: $1,285,327Expenses 2015: $102,909Net Income 2015: $1,182,4182015Revenue 2016: $1,068,696Expenses 2016: $187,586Net Income 2016: $881,1102016Revenue 2017: $1,440,190Expenses 2017: $243,709Net Income 2017: $1,196,4812017Revenue 2018: $1,248,404Expenses 2018: $368,899Net Income 2018: $879,5052018Revenue 2019: $479,485Expenses 2019: $400,985Net Income 2019: $78,5002019Revenue 2020: $417,229Expenses 2020: $376,689Net Income 2020: $40,5402020Revenue 2021: $3,438,541Expenses 2021: $552,479Net Income 2021: $2,886,0622021Revenue 2022: $208,599Expenses 2022: $596,674Net Income 2022: -$388,0752022Revenue 2023: $393,260Expenses 2023: $586,859Net Income 2023: -$193,5992023Revenue 2024: $1,870,233Expenses 2024: $2,566,356Net Income 2024: -$696,1232024

Highlighted filing

2024

Revenue$1,870,233
Expenses$2,566,356
Net Income-$696,123
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,044,579
Liabilities
$0
Net assets
$8,044,579
Revenue
$1,870,233
Expenses
$2,566,356
Net income
-$696,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$1.87$2.57$0.70
2023Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.39$0.59$0.19
2022Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$0.21$0.60$0.39
2021Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$3.44$0.55$2.89
2020Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.42$0.38$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.48$0.40$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$1.25$0.37$0.88
2017Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$1.44$0.24$1.20
2016Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.07$0.19$0.88
2015Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$1.29$0.10$1.18
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$1.83$0.02$1.81
2013Summary only. Only limited summary data is available for this year.$1.20$0.00$1.33$0.00$1.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

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

Filer

Filer Name
Schwarz Family Foundation Inc
EIN
46-4218210
Phone
3172901140
Address
10 W Carmel Drive Ste 300, Carmel, IN 46032

Signing Officer

Name
Gaye Schwarz
Title
Officer
Phone
3172901140
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Jeffrey Bodkin
Phone
3173834000
Raw XML AppendixShowing 400 of 505 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Lynn Schwarz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Jill Schwarz
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210 W Carmel Drive Ste 300
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 W Carmel Drive STE 300
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gaye Schwarz Director
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Lynn Schwarz Director
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2Jill Schwarz Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Chlidren First Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Zionsville Educational Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Boys & Girls Club of Boone County Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Dream Center Indianapolis Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Boys & Girls Club of Noblesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Hamilton Southeastern Schools Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Brightlane Learning Corp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Watch Us Farm
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9St Mary's Child Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Neurosurgical Atlas Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Indianapolis Public Schools Education Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12AAI Scholarship Fund Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Hector P Garcia Elementary School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Firefly Children & Family Alliance
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0250 E Broad St Ste 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11723 North Orange Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2990 Mulberry St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31575 Mulberry St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4221 E Michigan St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51700 Conner St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt613485 Cumberland Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72955 N Meridian St Ste 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt89906 E 200 S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9901 Dr Martin Luther King Jr St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1010777 Crooked Stick Ln
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11120 E Walnut St 104B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12135 N Pennsylvania St Ste 1175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132525 Lavendusky Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141575 Dr Martin Luther King Jr St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sarasota
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Zionsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Noblesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Fishers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Zionsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Carmel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Temple
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Indianapolis
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12IN

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