Civic Intelligence

The Bertold Td and Thrya Schwarz Foundation Inc

990PF • Fiscal year 2013 • EIN 65-1058352

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

PO Box 403032964

(772) 231-2100

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

1st percentile

-1084%

Higher net margin than 1% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

100th percentile

9605%

Faster revenue growth than 100% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Assets

Down

$526,195

Down $102,082 (-16%) from 2012

Net Assets

Down

$526,195

Down $102,082 (-16%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$9,418

No earlier filing loaded for comparison.

Expenses

Up

$111,500

Up $111,500 from 2012

Net Income

-$102,082

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $628,277Liabilities 2012: $0Net Assets 2012: $628,2772012Assets 2013: $526,195Liabilities 2013: $0Net Assets 2013: $526,1952013Assets 2014: $851,927Liabilities 2014: $0Net Assets 2014: $851,9272014Assets 2015: $595,035Liabilities 2015: $0Net Assets 2015: $595,0352015Assets 2016: $505,948Liabilities 2016: $0Net Assets 2016: $505,9482016Assets 2017: $512,818Liabilities 2017: $0Net Assets 2017: $512,8182017Assets 2018: $538,247Liabilities 2018: $0Net Assets 2018: $538,2472018Assets 2019: $447,960Liabilities 2019: $0Net Assets 2019: $447,9602019Assets 2020: $627,572Liabilities 2020: $0Net Assets 2020: $627,5722020Assets 2021: $516,730Liabilities 2021: $0Net Assets 2021: $516,7302021Assets 2022: $414,391Liabilities 2022: $0Net Assets 2022: $414,3912022Assets 2023: $317,141Liabilities 2023: $0Net Assets 2023: $317,1412023Assets 2024: $11,969Liabilities 2024: $0Net Assets 2024: $11,9692024

Highlighted filing

2013

Assets$526,195
Liabilities$0
Net Assets$526,195

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Expenses 2012: $02012Revenue 2013: $9,418Expenses 2013: $111,500Net Income 2013: -$102,0822013Revenue 2014: $432,684Expenses 2014: $106,952Net Income 2014: $325,7322014Revenue 2015: $98,354Expenses 2015: $355,246Net Income 2015: -$256,8922015Revenue 2016: $16,025Expenses 2016: $105,112Net Income 2016: -$89,0872016Revenue 2017: $110,994Expenses 2017: $104,124Net Income 2017: $6,8702017Revenue 2018: $129,504Expenses 2018: $104,075Net Income 2018: $25,4292018Revenue 2019: $12,491Expenses 2019: $102,778Net Income 2019: -$90,2872019Revenue 2020: $283,195Expenses 2020: $103,583Net Income 2020: $179,6122020Revenue 2021: $765Expenses 2021: $111,607Net Income 2021: -$110,8422021Revenue 2022: $1,494Expenses 2022: $103,833Net Income 2022: -$102,3392022Revenue 2023: $5,700Expenses 2023: $102,950Net Income 2023: -$97,2502023Revenue 2024: $25,928Expenses 2024: $331,100Net Income 2024: -$305,1722024

Highlighted filing

2013

Revenue$9,418
Expenses$111,500
Net Income-$102,082
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC R SCHWARZDirector-$0--
LISA THYRA ERICSONDirector-$0--
SALLY M OFFUTTDirector-$0--
Filing and Contact Details

Filer

EIN
65-1058352
Phone
7722312100

Signing Officer

Name
Eric Schwarz
Title
Director
Phone
7722312100
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Harry C Offutt Iii
Phone
7722312100
Raw XML Appendix324 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/BusinessNameLine13THE DOCTORS MAYO SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14SPAY NEUTER COALITION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15HUMANE SOCIETY OF CHEROKEE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0IRS SECTION 501 (C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1IRS SECTION 501 (C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2IRS SECTION 501 (C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3IRS SECTION 501 (C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4IRS SECTION 501 (C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5IRS SECTION 501 (C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 016880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11200 SOUTH PARK RD-STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12ONE MEDICAL CENTER DR HINNAN BOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13200 FIRST STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14PO BOX 544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15PO BOX 2223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine207070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5GAFFNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode033101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode133021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode203756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode355905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode430146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode529342
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0110000
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/AppliedToCurrentYearAmt02581
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02069
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0105350
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0105350
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0105350
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0105350
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02069
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SCHWARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07722312100
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE BERTOLD TD AND THRYA SCHWARZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0651058352
ReturnHeader/Filer/PhoneNum07722312100
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4030
ReturnHeader/Filer/USAddress/City0VERO BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032964
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461585527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OFFUTT BARTON SCHLITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103003 CARDINAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode032963
ReturnHeader/PreparerPersonGrp/PhoneNum07722312100
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY C OFFUTT III
ReturnHeader/ReturnTs02014-05-09T16:06:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.26$3.31$3.05
2023Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.06$1.03$0.97
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.01$1.04$1.02
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.01$1.12$1.11
2020Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$2.83$1.04$1.80
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.12$1.03$0.90
2018Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$1.30$1.04$0.25
2017Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$1.11$1.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.16$1.05$0.89
2015Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.98$3.55$2.57
2014Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$4.33$1.07$3.26
2013Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.09$1.12$1.02
2012Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00