Civic Intelligence

Values First

990PF • Fiscal year 2022 • EIN 52-2044108

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 06, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$52,208

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 69.7% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

99th percentile

4144%

Faster asset growth than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

39%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$10,567

Up $10,318 (+4144%) from 2021

Net Assets

Up

$10,567

Up $10,318 (+4144%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Up

$74,886

Up $20,911 (+39%) from 2021

Expenses

Up

$64,568

Up $9,066 (+16%) from 2021

Net Income

Up

$10,318

Up $11,845 (+776%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$100K$50K$0-$50K-$100KAssets 2011: $6,211Liabilities 2011: $66,170Net Assets 2011: -$59,9592011Assets 2012: $3,863Liabilities 2012: $64,216Net Assets 2012: -$60,3532012Assets 2013: $5,448Liabilities 2013: $88,196Net Assets 2013: -$82,7482013Assets 2014: $1,081Liabilities 2014: $791Net Assets 2014: $2902014Assets 2015: $2,845Liabilities 2015: $4,573Net Assets 2015: -$1,7282015Assets 2016: $47,377Liabilities 2016: $18,758Net Assets 2016: $28,6192016Assets 2017: $10,083Liabilities 2017: $20,520Net Assets 2017: -$10,4372017Assets 2018: $6,645Liabilities 2018: $16,403Net Assets 2018: -$9,7582018Assets 2019: $2,417Liabilities 2019: $19,989Net Assets 2019: -$17,5722019Assets 2020: $1,776Liabilities 2020: $0Net Assets 2020: $1,7762020Assets 2021: $249Liabilities 2021: $0Net Assets 2021: $2492021Assets 2022: $10,567Liabilities 2022: $0Net Assets 2022: $10,5672022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$10,567
Liabilities$0
Net Assets$10,567
Open 2022 Filing

Operations Trend

Revenue Growth71st percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $66,6302011Expenses 2012: $62,1262012Expenses 2013: $64,7662013Revenue 2014: $152,398Expenses 2014: $69,360Net Income 2014: $83,0382014Revenue 2015: $56,200Expenses 2015: $58,218Net Income 2015: -$2,0182015Revenue 2016: $80,370Expenses 2016: $50,023Net Income 2016: $30,3472016Revenue 2017: $8,000Expenses 2017: $47,056Net Income 2017: -$39,0562017Revenue 2018: $54,545Expenses 2018: $53,866Net Income 2018: $6792018Revenue 2019: $52,693Expenses 2019: $60,507Net Income 2019: -$7,8142019Revenue 2020: $78,195Expenses 2020: $58,847Net Income 2020: $19,3482020Revenue 2021: $53,975Expenses 2021: $55,502Net Income 2021: -$1,5272021Revenue 2022: $74,886Expenses 2022: $64,568Net Income 2022: $10,3182022Revenue 2023: $0Expenses 2023: $44,768Net Income 2023: -$44,7682023

Highlighted filing

2022

Revenue$74,886
Expenses$64,568
Net Income$10,318
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 6, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER N G SCHWARTZPresident-$38,304$13,904$52,208
PATRICK G DOOHERVice President-$0--
Filing and Contact Details

Filer

Filer Name
Values First
EIN
52-2044108
Phone
2028611350
Address
1350 CONNECTICUT AVE NW, WASHINGTON, DC 20036

Signing Officer

Name
Peter Schwartz
Title
Pres
Phone
3018611350
Signed
2023-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Dembo Jones Pc
Address
6116 EXECUTIVE BLVD SUITE 500, NORTH BETHESDA, MD 20852
Preparer
Cheryl D Finkelstein CPA
Phone
3017705100
Raw XML Appendix317 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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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/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060658
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060658
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060658
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060658
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060658
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PETER NG SCHWARTZ FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01350 CONNECTICUT AVE NW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020036
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt074886
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER R & M
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WEB/INTERNET
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05319
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1656
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2959
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3816
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05319
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2959
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3816
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03910
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum03018611350
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALUES FIRST
ReturnHeader/Filer/BusinessNameControlTxt0VALU
ReturnHeader/Filer/EIN0522044108
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/AddressLine1Txt06116 EXECUTIVE BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03017705100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL D FINKELSTEIN CPA
ReturnHeader/ReturnTs02023-02-15T15:16:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,567
Liabilities
$0
Net assets
$10,567
Revenue
$74,886
Expenses
$64,568
Net income
$10,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.45$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.75$0.65$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.54$0.56$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.78$0.59$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.20$0.18$0.53$0.61$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.16$0.10$0.55$0.54$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.21$0.10$0.08$0.47$0.39
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.19$0.29$0.80$0.50$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.05$0.02$0.56$0.58$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$1.52$0.69$0.83
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.88$0.83$0.65
2012Detailed filing. Detailed filing data is available for this year.$0.04$0.64$0.60$0.62
2011Detailed filing. Detailed filing data is available for this year.$0.06$0.66$0.60$0.67