Civic Intelligence

Julian Schwinger Foundation for Physics Research

990PF • Fiscal year 2014 • EIN 68-0503244

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 02, 2015

Organization Profile
UCLA Physics Dept - Knudsen HallLos Angeles, CA 90095

(310) 266-2912

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$18,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

23rd percentile

-2.4%

Faster asset growth than 23% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$17,317,052

Down $422,903 (-2.4%) from 2013

Net Assets

$17,317,052

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Down

$1,086,046

Down $130,746 (-11%) from 2013

Expenses

Up

$1,508,949

Up $333,054 (+28%) from 2013

Net Income

Down

-$422,903

Down $463,800 (-1134%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $451,560Liabilities 2011: $02011Assets 2012: $17,699,058Liabilities 2012: $0Net Assets 2012: $17,699,0582012Assets 2013: $17,739,955Liabilities 2013: $12013Assets 2014: $17,317,052Liabilities 2014: $0Net Assets 2014: $17,317,0522014Assets 2015: $17,634,897Liabilities 2015: $0Net Assets 2015: $17,634,8972015Assets 2016: $17,919,254Liabilities 2016: $0Net Assets 2016: $17,919,2542016Assets 2017: $17,759,069Liabilities 2017: $0Net Assets 2017: $17,759,0692017Assets 2018: $17,888,693Liabilities 2018: $0Net Assets 2018: $17,888,6932018Assets 2019: $18,087,828Liabilities 2019: $0Net Assets 2019: $18,087,8282019Assets 2020: $17,995,409Liabilities 2020: $0Net Assets 2020: $17,995,4092020Assets 2021: $19,055,304Liabilities 2021: $12021Assets 2022: $18,796,279Liabilities 2022: $0Net Assets 2022: $18,796,2792022Assets 2023: $18,896,936Liabilities 2023: $12023Assets 2024: $19,287,301Liabilities 2024: $0Net Assets 2024: $19,287,3012024

Highlighted filing

2014

Assets$17,317,052
Liabilities$0
Net Assets$17,317,052
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,978Expenses 2011: $202,090Net Income 2011: -$200,1122011Expenses 2012: $243,1062012Revenue 2013: $1,216,792Expenses 2013: $1,175,895Net Income 2013: $40,8972013Revenue 2014: $1,086,046Expenses 2014: $1,508,949Net Income 2014: -$422,9032014Revenue 2015: $1,087,868Expenses 2015: $770,023Net Income 2015: $317,8452015Revenue 2016: $880,408Expenses 2016: $709,177Net Income 2016: $171,2312016Revenue 2017: $1,303,955Expenses 2017: $1,464,140Net Income 2017: -$160,1852017Revenue 2018: $1,160,931Expenses 2018: $1,031,307Net Income 2018: $129,6242018Revenue 2019: $1,323,272Expenses 2019: $1,124,137Net Income 2019: $199,1352019Revenue 2020: $910,380Expenses 2020: $1,002,799Net Income 2020: -$92,4192020Revenue 2021: $2,226,531Expenses 2021: $1,166,636Net Income 2021: $1,059,8952021Revenue 2022: $1,660,530Expenses 2022: $1,919,555Net Income 2022: -$259,0252022Revenue 2023: $1,179,234Expenses 2023: $1,078,577Net Income 2023: $100,6572023Revenue 2024: $960,028Expenses 2024: $569,663Net Income 2024: $390,3652024

Highlighted filing

2014

Revenue$1,086,046
Expenses$1,508,949
Net Income-$422,903
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Seth Putterman PHDPresident & CEO-$18,000-$18,000
Lester L Deraad Jr PHDDirector-$6,000-$6,000
Y Jack Ng PHDDirector-$6,000-$6,000
Berthold-Georg Englert PHDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Julian Schwinger Foundation For Physics
EIN
68-0503244
Phone
3102662912
Address
UCLA Physics Dept - Knudsen Hall, Los Angeles, CA 90095

Signing Officer

Name
Seth Putterman PHD
Title
President & CEO
Signed
2015-07-02
Discuss with paid preparer
Yes

Preparer

Firm
White Zuckerman Warsavsky Luna Hunt Llp
Address
15490 VENTURA BLVD 3RD FL, SHERMAN OAKS, CA 91403-3016
Preparer
Ron E Thompson
Phone
8189814226
Raw XML Appendix339 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A declaration of intent must be submitted by registering on the company website. Applicant must submit a concise statement of intended use of the grant.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Seth Putterman PHD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03102662912
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0UCLA Physics Depart - Knudsen Hall
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Los Angeles
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090095
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grants are restricted to charitable organizations which support and/or perform research and experimentation in the field of physics.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See www.schwinger-foundation.org for grant procedures.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0700000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt270000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Physics Research
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1University of Oklahoma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Universite De MTP 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010920 Wilshire Boulevard Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1660 Parrington Oval
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Norman
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0643956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0249105
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0209099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040006
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0853055
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0209099
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0249105
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040006
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01386
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1462
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14619
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1V. Sattui Winery K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01304
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01304
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02729
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/Amt1152747
TaxesSchedule/TaxesDetail/Amt2461753
TaxesSchedule/TaxesDetail/Amt355
TaxesSchedule/TaxesDetail/CategoryTxt0Attorney General Fees
TaxesSchedule/TaxesDetail/CategoryTxt1California Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt055
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Seth Putterman PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Julian Schwinger Foundation For Physics
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Research
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ReturnHeader/Filer/USAddress/CityNm0Los Angeles
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ReturnHeader/Filer/USAddress/ZIPCd090095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITE ZUCKERMAN WARSAVSKY LUNA HUNT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015490 VENTURA BLVD 3RD FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHERMAN OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0914033016
ReturnHeader/PreparerPersonGrp/PhoneNum08189814226
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON E THOMPSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-02T12:52:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,317,052
Liabilities
$0
Net assets
$17,317,052
Revenue
$1,086,046
Expenses
$1,508,949
Net income
-$422,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$0.96$0.57$0.39
2023Summary only. Only limited summary data is available for this year.$18.9$0.00$1.18$1.08$0.10
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$1.66$1.92$0.26
2021Summary only. Only limited summary data is available for this year.$19.1$0.00$2.23$1.17$1.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$0.00$18.0$0.91$1.00$0.09
2019Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.32$1.12$0.20
2018Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.16$1.03$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$1.30$1.46$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$0.88$0.71$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$1.09$0.77$0.32
2014Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.09$1.51$0.42
2013Summary only. Only limited summary data is available for this year.$17.7$0.00$1.22$1.18$0.04
2012Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.24
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.00$0.20$0.20