Civic Intelligence

The Bertold Td and Thrya Schwarz Foundation Inc

990PF • Fiscal year 2022 • EIN 65-1058352

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

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

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

1st percentile

-6850%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

21st percentile

-20%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

84th percentile

95%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$414,391

Down $102,339 (-20%) from 2021

Net Assets

Down

$414,391

Down $102,339 (-20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$1,494

Up $729 (+95%) from 2021

Expenses

Down

$103,833

Down $7,774 (-7.0%) from 2021

Net Income

Up

-$102,339

Up $8,503 (+7.7%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2022

Assets$414,391
Liabilities$0
Net Assets$414,391
Open 2022 Filing

Operations Trend

Revenue Growth84th 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

2022

Revenue$1,494
Expenses$103,833
Net Income-$102,339
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC R SCHWARZDirectorPT$0--
LISA THYRA ERICSONDirectorPT$0--
SALLY M OFFUTTDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBASCOM PALMER EYE INSTITUTEGENERAL PURPOSESIRS SECTION 501 (C)MIAMI, FL, US$25,000
Paid GrantDIABETIC RESEARCH INSTITUTE FOUNDATIONGENERAL PURPOSESIRS SECTION 501 (C)HOLLYWOOD, FL, US$25,000
Paid GrantGEISEL SCHOOL OF MEDICINE AT DARTMOUTHGENERAL PURPOSESIRS SECTION 501 (C)LEBANON, NH, US$25,000
Paid GrantTHE MAYO CLINICGENERAL PURPOSESIRS SECTION 501 (C)JACKSONVILLE, FL, US$25,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Eric Schwarz
Title
Director
Phone
7722312100
Signed
2023-11-10
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 Appendix306 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025712
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025712
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt070278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt064421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0100707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0382058
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt064421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0100707
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075663
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SCHWARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07722312100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERTOLD TD AND THYRA SCHWARZ
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ReturnHeader/Filer/EIN0651058352
ReturnHeader/Filer/PhoneNum07722312100
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ReturnHeader/Filer/USAddress/ZIPCd032964
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461585527
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum07722312100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE E WESTBERRY
ReturnHeader/ReturnTs02023-11-14T13:47:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIC
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$414,391
Liabilities
$0
Net assets
$414,391
Revenue
$1,494
Expenses
$103,833
Net income
-$102,339
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