Civic Intelligence

Judi & George Schwartz Foundation

EIN 47-3799574 • Plymouth, MI

801 W Ann Arbor TrailPlymouth, MI 48170
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

70%

Higher net margin than 92% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

86th percentile

25%

Faster asset growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

8.1%

Faster revenue growth than 51% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,782,800

Up $2,143,249 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$10,782,800

Up $2,143,249 (+25%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin92nd percentile

Revenue

Up

$2,129,076

Up $159,241 (+8.1%) from 2023

Expenses

Up

$636,561

Up $341,124 (+115%) from 2023

Net Income

Down

$1,492,515

Down $181,883 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2015: $803,602Liabilities 2015: $02015Assets 2019: $1,543,089Liabilities 2019: $02019Assets 2020: $2,071,386Liabilities 2020: $0Net Assets 2020: $2,071,3862020Assets 2021: $5,133,681Liabilities 2021: $0Net Assets 2021: $5,133,6812021Assets 2022: $6,892,565Liabilities 2022: $0Net Assets 2022: $6,892,5652022Assets 2023: $8,639,551Liabilities 2023: $0Net Assets 2023: $8,639,5512023Assets 2024: $10,782,800Liabilities 2024: $0Net Assets 2024: $10,782,8002024

Highlighted filing

2024

Assets$10,782,800
Liabilities$0
Net Assets$10,782,800
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $851,618Expenses 2015: $48,635Net Income 2015: $802,9832015Revenue 2019: $44,284Expenses 2019: $81,259Net Income 2019: -$36,9752019Revenue 2020: $520,548Expenses 2020: $56,469Net Income 2020: $464,0792020Revenue 2021: $2,966,099Expenses 2021: $168,179Net Income 2021: $2,797,9202021Revenue 2022: $1,691,258Expenses 2022: $252,125Net Income 2022: $1,439,1332022Revenue 2023: $1,969,835Expenses 2023: $295,437Net Income 2023: $1,674,3982023Revenue 2024: $2,129,076Expenses 2024: $636,561Net Income 2024: $1,492,5152024

Highlighted filing

2024

Revenue$2,129,076
Expenses$636,561
Net Income$1,492,515
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,782,800
Liabilities
$0
Net assets
$10,782,800
Revenue
$2,129,076
Expenses
$636,561
Net income
$1,492,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$2.13$0.64$1.49
2023Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$1.97$0.30$1.67
2022Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$1.69$0.25$1.44
2021Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$2.97$0.17$2.80
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.52$0.06$0.46
2019Summary only. Only limited summary data is available for this year.$1.54$0.00$0.04$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$0.80$0.00$0.85$0.05$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE P SCHWARTZDirector Pr-$0--
ROBERT C SCHWARTZDirector Se-$0--
MICHAEL J SCHWARTZDirector VI-$0--
Filing and Contact Details

Filer

Filer Name
Judi & George Schwartz Foundation
EIN
47-3799574
Phone
7344557777
Address
801 W ANN ARBOR TRAIL, PLYMOUTH, MI 48170

Signing Officer

Name
George P Schwartz
Title
Director President
Phone
7344557777
Signed
2025-05-08

Preparer

Firm
Tax Preparation LLC
Address
512 E 11 MILE RD SUITE 100, ROYAL OAK, MI 48067
Preparer
Antony W Hawkins CPA
Phone
2485412416
Raw XML Appendix322 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012344 HOWLAND PARK DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLYMOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048170
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07344557777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A BRIEF ONE PAGE PROFILE WITH MATERIALS WHICH SHOW THAT THE APPLICANT IS A ROMAN CATHOLIC CHURCH, SCHOOL OR CHARITY QUALIFIED UNDER 501(C)(3) WHICH SEEKS TO ASSIST HUNGRY, DESTITUTE, ELDERLY OR PHYSICALLY CHALLENGED OR WHICH SEEKS TO PROVIDE EDUCATION FOR THE FINANCIAL NEEDY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT C SCHWARTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07344557777
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0801 W ANN ARBOR TRAIL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 244
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PLMOUTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd048170
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ROMAN CATHOLIC ORIGINS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 1ST OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE P SCHWARTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt036600 SCHOOLCRAFT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LIVONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048150
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0625000
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/AppliedToCurrentYearAmt0438940
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0438940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024210
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0231699
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0197621
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024210
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0636561
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0197621
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0231699
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034078
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE P SCHWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1SCHWARTZ INVESTMENT COUNSEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011920 LORENZ WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1801 W ANN ARBOR TRAIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PLYMOUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PLYMOUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd048170
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd148170
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11114500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt07970
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07970
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07970
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07970
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0650734
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02976
TaxesSchedule/TaxesDetail/Amt02976
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02976
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02976
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE P SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07344557777
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDI & GEORGE SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JUDI
ReturnHeader/Filer/EIN0473799574
ReturnHeader/Filer/PhoneNum07344557777
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 W ANN ARBOR TRAIL
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048170
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461504262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX PREPARATION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0512 E 11 MILE RD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROYAL OAK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048067
ReturnHeader/PreparerPersonGrp/PhoneNum02485412416
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONY W HAWKINS CPA
ReturnHeader/ReturnTs02025-05-14T11:00:00-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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