Civic Intelligence

Peter N G Schwartz Foundation

990PF • Fiscal year 2015 • EIN 52-1797515

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 15, 2016

Organization Profile
1350 Connecticut Ave NWWashington, DC 20036

(202) 861-1350

Siviq Scores

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

Liabilities / Assets

55th percentile

0.07x

Higher debt load relative to assets than 55% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

30.64x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-2985%

Higher net margin than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

48th percentile

-0.0%

Faster asset growth than 48% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$2,675,773

Down $975 (-0.0%) from 2014

Net Assets

Down

$2,491,874

Down $179,154 (-6.7%) from 2014

Liabilities

Up

$183,899

Up $178,179 (+3115%) from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$6,002

Down $1,182,422 (-99%) from 2014

Expenses

Down

$185,156

Down $338,192 (-65%) from 2014

Net Income

Down

-$179,154

Down $844,230 (-127%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,237,332Liabilities 2011: $1,069,0592011Assets 2012: $3,232,377Liabilities 2012: $1,197,667Net Assets 2012: $2,034,7102012Assets 2013: $3,204,754Liabilities 2013: $1,198,8022013Assets 2014: $2,676,748Liabilities 2014: $5,720Net Assets 2014: $2,671,0282014Assets 2015: $2,675,773Liabilities 2015: $183,899Net Assets 2015: $2,491,8742015Assets 2016: $2,703,273Liabilities 2016: $292,252Net Assets 2016: $2,411,0212016Assets 2017: $2,148,170Liabilities 2017: $38,950Net Assets 2017: $2,109,2202017Assets 2018: $510,559Liabilities 2018: $35,119Net Assets 2018: $475,4402018Assets 2019: $504,661Liabilities 2019: $35,160Net Assets 2019: $469,5012019Assets 2020: $372,289Liabilities 2020: $0Net Assets 2020: $372,2892020Assets 2021: $284,028Liabilities 2021: $0Net Assets 2021: $284,0282021Assets 2022: $601,316Liabilities 2022: $360Net Assets 2022: $600,9562022Assets 2023: $548,082Liabilities 2023: $661Net Assets 2023: $547,4212023Assets 2024: $449,602Liabilities 2024: $661Net Assets 2024: $448,9412024

Highlighted filing

2015

Assets$2,675,773
Liabilities$183,899
Net Assets$2,491,874
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $6,146Expenses 2011: $80,764Net Income 2011: -$74,6182011Expenses 2012: $139,5632012Revenue 2013: $108,456Expenses 2013: $137,214Net Income 2013: -$28,7582013Revenue 2014: $1,188,424Expenses 2014: $523,348Net Income 2014: $665,0762014Revenue 2015: $6,002Expenses 2015: $185,156Net Income 2015: -$179,1542015Revenue 2016: $6,000Expenses 2016: $86,853Net Income 2016: -$80,8532016Revenue 2017: $6,000Expenses 2017: $307,801Net Income 2017: -$301,8012017Revenue 2018: $953,212Expenses 2018: $686,992Net Income 2018: $266,2202018Revenue 2019: $699,973Expenses 2019: $105,913Net Income 2019: $594,0602019Revenue 2020: $1Expenses 2020: $97,213Net Income 2020: -$97,2122020Revenue 2021: $0Expenses 2021: $88,261Net Income 2021: -$88,2612021Revenue 2022: $0Expenses 2022: $107,246Net Income 2022: -$107,2462022Revenue 2023: $0Expenses 2023: $53,535Net Income 2023: -$53,5352023Revenue 2024: $0Expenses 2024: $98,480Net Income 2024: -$98,4802024

Highlighted filing

2015

Revenue$6,002
Expenses$185,156
Net Income-$179,154
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 15, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER N G SCHWARTZPres./Treas.-$0--
PATRICK G DOOHERVice Pres./Sec-$0--
TAMIKO TARVERSec-$0--
TOBIAS WASHINGTONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Peter N G Schwartz Foundation
EIN
52-1797515
Phone
2028611350
Address
1350 CONNECTICUT AVE NW, WASHINGTON, DC 20036

Signing Officer

Name
Peter Schwartz
Title
Pres
Phone
2028611350
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Dembo Jones Pc
Address
6010 EXECUTIVE BLVD SUITE 900, ROCKVILLE, MD 20852
Preparer
Cheryl D Finkelstein CPA
Phone
3017705100
Raw XML Appendix327 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPETER N.G. SCHWARTZ FOUNDATION52-17975151350 CONNECTICUT AVE. NW SUITE 1200WASHINGTON, DC 200369/30/15PURSUANT TO IRC SEC. 4942 (H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING: TAX YEAR AMOUNT 2014 $ 23,000SIGNED: ______________________________ _________________________ DATE PETER SCHWARTZ, PRESIDENT
ExplnOfNonFilingWithAGStmt/ExplanationTxt0UNDER THE DISTRICT OF COLUMBIA'S PRIVATE FOUNDATION REPORTING REQUIREMENTS THE FOUNDATION IS NOT REQUIRED TO FURNISH A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES./TREAS.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES./SEC
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE TECHNICAL STEWARDSHIP AND FUNDRAISING SUPPORT TO VALUES FIRST AND NATIONAL STUDENT ACHIEVEMENT AWARDS, BOTH 501(C)(3) ORGANIZATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt019149
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER N G SCHWARTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND PROGRAM COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUND PROGRAM COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL STUDENT ACHIEVEMENT AWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VALUES FIRST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PRIVATE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CONNECTICUT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1CONNECTICUT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0PETER N G SCHWARTZ
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051040
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt023000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt047189
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0438811
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070189
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0438811
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0461811
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044413
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047189
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt01234 MASSACHUSETTS AVE LP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01350 CONNECTICUT AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020036
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0157
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0157
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0603
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0603
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0283
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02212
TaxesSchedule/TaxesDetail/Amt1112755
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum02028611350
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER N G SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0521797515
ReturnHeader/Filer/PhoneNum02028611350
ReturnHeader/Filer/USAddress/AddressLine1Txt01350 CONNECTICUT AVE NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521073331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMBO JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06010 EXECUTIVE BLVD SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03017705100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL D FINKELSTEIN CPA
ReturnHeader/ReturnTs02016-08-15T18:08:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,675,773
Liabilities
$183,899
Net assets
$2,491,874
Revenue
$6,002
Expenses
$185,156
Net income
-$179,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.00$0.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.00$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.00$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.00$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.04$0.47$0.70$0.11$0.59
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.04$0.48$0.95$0.69$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.04$2.11$0.01$0.31$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.29$2.41$0.01$0.09$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.18$2.49$0.01$0.19$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.01$2.67$1.19$0.52$0.67
2013Summary only. Only limited summary data is available for this year.$3.20$1.20$0.11$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.23$1.20$2.03$0.14
2011Summary only. Only limited summary data is available for this year.$3.24$1.07$0.01$0.08$0.07