Civic Intelligence

The Bertold Td and Thyra Schwarz Foundation Inc

EIN 65-1058352 • Vero Beach, FL

PO Box 4030Vero Beach, FL 32964
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

4th percentile

-1177%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$3,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-96%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

355%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$11,969

Down $305,172 (-96%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$11,969

Down $305,172 (-96%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Up

$25,928

Up $20,228 (+355%) from 2023

Expenses

Up

$331,100

Up $228,150 (+222%) from 2023

Net Income

Down

-$305,172

Down $207,922 (-214%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2024

Assets$11,969
Liabilities$0
Net Assets$11,969
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$25,928
Expenses$331,100
Net Income-$305,172
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$11,969
Liabilities
$0
Net assets
$11,969
Revenue
$25,928
Expenses
$331,100
Net income
-$305,172
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY M OFFUTTDirectorPT$3,000-$3,000
ERIC R SCHWARZDirectorPT$0--
LISA THYRA ERICSONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Bertold Td and Thyra Schwarz
EIN
65-1058352
Phone
3129614123
Address
PO BOX 4030, VERO BEACH, FL 32964

Signing Officer

Name
Eric Schwarz
Title
Director
Phone
3129614123
Signed
2025-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Offutt Barton Schlitt LLC
Address
570 BEACHLAND BLVD, VERO BEACH, FL 32963
Preparer
Leslie E Westberry
Phone
7722312100
Raw XML Appendix313 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/GrantOrContributionPurposeTxt2GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BASCOM PALMER EYE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DIABETIC RESEARCH INSTITUTE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GEISEL SCHOOL OF MEDICINE AT DARTMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THYRA'S SANCTUARY INC
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/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/RecipientUSAddress/AddressLine1Txt0PO BOX 016880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 SOUTH PARK RD-STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ONE MEDICAL CENTER DR HINNAN BOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34500 SAN PABLO ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4408 ARBOR CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt07070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOLLYWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LEBANON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CELEBRATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434747
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0325000
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/AppliedToCurrentYearAmt014801
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt075663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt070989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt070278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt064421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0611832
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0313249
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt075663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt070989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt070278
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0328050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0313249
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0676253
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0363004
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SCHWARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03129614123
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERTOLD TD AND THYRA SCHWARZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0651058352
ReturnHeader/Filer/PhoneNum03129614123
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4030
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032964
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461585527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFFUTT BARTON SCHLITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0570 BEACHLAND BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032963
ReturnHeader/PreparerPersonGrp/PhoneNum07722312100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE E WESTBERRY
ReturnHeader/ReturnTs02025-08-22T15:11:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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