Civic Intelligence

The Bertold Td and Thrya Schwarz Foundation Inc

990PF • Fiscal year 2016 • EIN 65-1058352

Jan 01, 2016 to Dec 31, 2016 • Filed on Dec 01, 2017

Organization Profile
PO Box 4030Vero Beach, FL 32964

(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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

2nd percentile

-556%

Higher net margin than 2% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

55th percentile

$1,624

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

10th percentile

-15%

Faster asset growth than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$505,948

Down $89,087 (-15%) from 2015

Net Assets

Down

$505,948

Down $89,087 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$16,025

Down $82,329 (-84%) from 2015

Expenses

Down

$105,112

Down $250,134 (-70%) from 2015

Net Income

Up

-$89,087

Up $167,805 (+65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

2016

Assets$505,948
Liabilities$0
Net Assets$505,948
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

2016

Revenue$16,025
Expenses$105,112
Net Income-$89,087
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Dec 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY M OFFUTTDirectorPT$1,624-$1,624
ERIC R SCHWARZDirectorPT$0--
LISA THYRA ERICSONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Bertold Td and Thrya Schwarz
EIN
65-1058352
Phone
7722312100
Address
PO BOX 4030, VERO BEACH, FL 32964

Signing Officer

Name
Eric Schwarz
Title
Director
Phone
7722312100
Signed
2017-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Offutt Barton Schlitt LLC
Address
3003 Cardinal Drive Suite C, Vero Beach, FL 32963
Preparer
Harry C Offutt III
Phone
7722312100
Raw XML Appendix336 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/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2general purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2geisel school of medicine at dartmouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE MAYO CLINIC
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/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/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/AddressLine2Txt07070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2lebanon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JACKSONVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332224
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt0171
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0348486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt096258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0105350
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0652423
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0348486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt096258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0105350
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102329
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0652423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0550094
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt0987
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SCHWARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07722312100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERTOLD TD AND THRYA SCHWARZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0651058352
ReturnHeader/Filer/PhoneNum07722312100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4030
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032964
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06A2C1D6D0C1698408831D156938E28BFB8A244D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.12.115.77
ReturnHeader/FilingSecurityInformation/IPDt02017-12-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:18:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461585527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFFUTT BARTON SCHLITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03003 Cardinal Drive Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vero Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032963
ReturnHeader/PreparerPersonGrp/PhoneNum07722312100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry C Offutt III
ReturnHeader/ReturnTs02017-12-01T14:18:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$505,948
Liabilities
$0
Net assets
$505,948
Revenue
$16,025
Expenses
$105,112
Net income
-$89,087
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