Civic Intelligence

Peter N G Schwartz Foundation

990PF • Fiscal year 2017 • EIN 52-1797515

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 14, 2018

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

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

6.49x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-5030%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

0.0%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$2,148,170

Down $555,103 (-21%) from 2016

Net Assets

Down

$2,109,220

Down $301,801 (-13%) from 2016

Liabilities

Down

$38,950

Down $253,302 (-87%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin1st percentile

Revenue

Flat

$6,000

Flat from 2016

Expenses

Up

$307,801

Up $220,948 (+254%) from 2016

Net Income

Down

-$301,801

Down $220,948 (-273%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2017

Assets$2,148,170
Liabilities$38,950
Net Assets$2,109,220
Open 2017 Filing

Operations Trend

Revenue Growth37th 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

2017

Revenue$6,000
Expenses$307,801
Net Income-$301,801
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 14, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd 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
2018-02-14
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 Appendix344 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/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 2015 $ 31,779SIGNED: ______________________________ _________________________ 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER N G SCHWARTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND PROGRAM COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUND PROGRAM COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUND PROGRAM COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUND PROGRAM COSTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL STUDENT ACHIEVEMENT AWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MT ZION UMC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GLOUSTER ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NATIONAL JUVENILE DEFENDER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CONNECTICUT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11334 29TH ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27TH AVE 7L
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31350 CONNECTICUT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0PETER N G SCHWARTZ
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034815
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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt039633
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048701
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/PriorYearUndistributedIncmAmt0407032
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039633
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0407032
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05794
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0407032
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt048701
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt045427
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02059
TaxesSchedule/TaxesDetail/Amt1266109
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES.
ReturnHeader/BusinessOfficerGrp/PhoneNum02028611350
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FDBEE9539F637F955B8629D6FF4777E587765B5F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053289E0D652D6EE9F2ACEDA51DA4AD534CB43B54
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.56.64.202
ReturnHeader/FilingSecurityInformation/IPDt02018-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:27:53
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/ReturnTs02018-02-15T16:11:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,148,170
Liabilities
$38,950
Net assets
$2,109,220
Revenue
$6,000
Expenses
$307,801
Net income
-$301,801
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