Civic Intelligence

Kathryn & W H Schwarzschild Fund

EIN 54-6035733 • Richmond, VA

CO W Schwarzschild 8919 ReardenRichmond, VA 23229
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

54th percentile

7.3%

Higher net margin than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

52%

Faster revenue growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,365,190

Up $5,855 (+0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,365,190

Up $5,855 (+0.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin54th percentile

Revenue

Up

$113,996

Up $39,128 (+52%) from 2023

Expenses

Up

$105,698

Up $11,740 (+12%) from 2023

Net Income

Up

$8,298

Up $27,388 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,620,797Liabilities 2010: $02010Assets 2011: $1,642,712Liabilities 2011: $02011Assets 2012: $1,606,453Liabilities 2012: $02012Assets 2013: $1,596,048Liabilities 2013: $0Net Assets 2013: $1,596,0482013Assets 2014: $1,583,164Liabilities 2014: $02014Assets 2015: $1,559,487Liabilities 2015: $02015Assets 2019: $1,484,507Liabilities 2019: $0Net Assets 2019: $1,484,5072019Assets 2020: $1,401,094Liabilities 2020: $0Net Assets 2020: $1,401,0942020Assets 2021: $1,439,742Liabilities 2021: $0Net Assets 2021: $1,439,7422021Assets 2022: $1,380,367Liabilities 2022: $0Net Assets 2022: $1,380,3672022Assets 2023: $1,359,335Liabilities 2023: $0Net Assets 2023: $1,359,3352023Assets 2024: $1,365,190Liabilities 2024: $0Net Assets 2024: $1,365,1902024

Highlighted filing

2024

Assets$1,365,190
Liabilities$0
Net Assets$1,365,190
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$100K$0-$100KRevenue 2010: $46,028Expenses 2010: $99,612Net Income 2010: -$53,5842010Revenue 2011: $141,053Expenses 2011: $102,913Net Income 2011: $38,1402011Revenue 2012: $75,374Expenses 2012: $98,403Net Income 2012: -$23,0292012Revenue 2013: $104,990Expenses 2013: $126,499Net Income 2013: -$21,5092013Revenue 2014: $118,329Expenses 2014: $123,504Net Income 2014: -$5,1752014Revenue 2015: $90,835Expenses 2015: $123,435Net Income 2015: -$32,6002015Revenue 2019: $70,923Expenses 2019: $114,060Net Income 2019: -$43,1372019Revenue 2020: $19,494Expenses 2020: $103,381Net Income 2020: -$83,8872020Revenue 2021: $140,422Expenses 2021: $106,315Net Income 2021: $34,1072021Revenue 2022: $56,433Expenses 2022: $112,012Net Income 2022: -$55,5792022Revenue 2023: $74,868Expenses 2023: $93,958Net Income 2023: -$19,0902023Revenue 2024: $113,996Expenses 2024: $105,698Net Income 2024: $8,2982024

Highlighted filing

2024

Revenue$113,996
Expenses$105,698
Net Income$8,298
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,365,190
Liabilities
$0
Net assets
$1,365,190
Revenue
$113,996
Expenses
$105,698
Net income
$8,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.11$0.11$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.11$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.14$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.02$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.07$0.11$0.04
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$0.09$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.58$0.00$0.12$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.08$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$0.14$0.10$0.04
2010Summary only. Only limited summary data is available for this year.$1.62$0.00$0.05$0.10$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H SCHWARZSCHILD IIIPres/Sec/Director-$0--
KATHRIN S BROWNVP/Treasurer/Director-$0--
HARRISON TATE SCHWARZSCHILDVP/Director-$0--
Filing and Contact Details

Filer

Filer Name
Kathryn & W H Schwarzschild Fund
EIN
54-6035733
Phone
8044840363
Address
CO W SCHWARZSCHILD 8919 REARDEN, RICHMOND, VA 23229

Signing Officer

Name
William H Schwarzschild Iii
Title
President
Phone
8044840363
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
G4 CPA Firm Inc
Address
2046 JOHN ROLFE PARKWAY, HENRICO, VA 23238
Preparer
Alice M Cappellino CPA
Phone
8047403698
Raw XML AppendixShowing 400 of 1,026 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN RED CROSS RICHMOND CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ANTI-DEFAMATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BETH SHOLOM HOME OF VIRGINIA

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