Civic Intelligence

Eleanor Schwartz Charitable Foundation

990PF • Fiscal year 2018 • EIN 51-6593287

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 15, 2018

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

12th percentile

-15%

Higher net margin than 12% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$258,454

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

47th percentile

1.5%

Faster asset growth than 47% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2016 to 2018

Revenue Growth

48th percentile

4.3%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$29,540,646

Up $871,178 (+3.0%) from 2016

Net Assets

$29,540,646

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin12th percentile

Revenue

Up

$1,776,334

Up $144,351 (+8.8%) from 2016

Expenses

Up

$2,049,583

Up $90,115 (+4.6%) from 2016

Net Income

Up

-$273,249

Up $54,236 (+17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$40M$30M$20M$10M$0Assets 2011: $29,109,674Liabilities 2011: $02011Assets 2012: $28,252,712Liabilities 2012: $02012Assets 2013: $28,313,777Liabilities 2013: $02013Assets 2014: $28,863,214Liabilities 2014: $02014Assets 2015: $29,002,879Liabilities 2015: $02015Assets 2016: $28,669,468Liabilities 2016: $02016Assets 2018: $29,540,646Liabilities 2018: $0Net Assets 2018: $29,540,6462018Assets 2019: $30,957,047Liabilities 2019: $0Net Assets 2019: $30,957,0472019Assets 2020: $30,290,077Liabilities 2020: $0Net Assets 2020: $30,290,0772020Assets 2021: $33,525,949Liabilities 2021: $0Net Assets 2021: $33,525,9492021Assets 2022: $34,220,400Liabilities 2022: $0Net Assets 2022: $34,220,4002022Assets 2023: $34,521,145Liabilities 2023: $0Net Assets 2023: $34,521,1452023Assets 2024: $36,663,091Liabilities 2024: $0Net Assets 2024: $36,663,0912024Assets 2025: $37,380,818Liabilities 2025: $0Net Assets 2025: $37,380,8182025

Highlighted filing

2018

Assets$29,540,646
Liabilities$0
Net Assets$29,540,646
Open 2018 Filing

Operations Trend

Revenue Growth48th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,549,555Expenses 2011: $1,481,916Net Income 2011: $1,067,6392011Revenue 2012: $861,134Expenses 2012: $1,716,125Net Income 2012: -$854,9912012Revenue 2013: $1,884,564Expenses 2013: $1,829,038Net Income 2013: $55,5262013Revenue 2014: $2,363,676Expenses 2014: $1,937,114Net Income 2014: $426,5622014Revenue 2015: $2,022,521Expenses 2015: $1,976,780Net Income 2015: $45,7412015Revenue 2016: $1,631,983Expenses 2016: $1,959,468Net Income 2016: -$327,4852016Revenue 2018: $1,776,334Expenses 2018: $2,049,583Net Income 2018: -$273,2492018Revenue 2019: $3,637,515Expenses 2019: $2,320,887Net Income 2019: $1,316,6282019Revenue 2020: $1,525,283Expenses 2020: $2,193,728Net Income 2020: -$668,4452020Revenue 2021: $5,476,662Expenses 2021: $2,240,801Net Income 2021: $3,235,8612021Revenue 2022: $3,217,240Expenses 2022: $2,522,745Net Income 2022: $694,4952022Revenue 2023: $2,895,332Expenses 2023: $2,594,340Net Income 2023: $300,9922023Revenue 2024: $4,560,965Expenses 2024: $2,372,272Net Income 2024: $2,188,6932024Revenue 2025: $3,259,831Expenses 2025: $2,542,104Net Income 2025: $717,7272025

Highlighted filing

2018

Revenue$1,776,334
Expenses$2,049,583
Net Income-$273,249
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$258,454-$258,454
STEPHEN BOIESCo Trustee-$16,438-$16,438
JOAN LAVELLACo Trustee-$16,438-$16,438
ARTHUR SCHWEITHELMCo Trustee-$16,437-$16,437
Filing and Contact Details

Filer

Filer Name
E Schwartz Charitable Foundation Xxxxx7006
EIN
51-6593287
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0863705
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0912629
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01776334
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0912629
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0123107
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0184660
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0307767
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01675000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01675000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0863504
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0863705
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-273249
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06801244
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0912629
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01581878
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt09595
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt066066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01798857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0194255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02049583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01776133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01776334
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0123857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0194255
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0374583
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00

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Filings

Displayed year

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

Open filing
Assets
$29,540,646
Liabilities
$0
Net assets
$29,540,646
Revenue
$1,776,334
Expenses
$2,049,583
Net income
-$273,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$3.26$2.54$0.72
2024Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$4.56$2.37$2.19
2023Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$2.90$2.59$0.30
2022Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$3.22$2.52$0.69
2021Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$5.48$2.24$3.24
2020Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$1.53$2.19$0.67
2019Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$3.64$2.32$1.32
2018Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$1.78$2.05$0.27
2016Summary only. Only limited summary data is available for this year.$28.7$0.00$1.63$1.96$0.33
2015Summary only. Only limited summary data is available for this year.$29.0$0.00$2.02$1.98$0.05
2014Summary only. Only limited summary data is available for this year.$28.9$0.00$2.36$1.94$0.43
2013Summary only. Only limited summary data is available for this year.$28.3$0.00$1.88$1.83$0.06
2012Summary only. Only limited summary data is available for this year.$28.3$0.00$0.86$1.72$0.85
2011Summary only. Only limited summary data is available for this year.$29.1$0.00$2.55$1.48$1.07