Civic Intelligence

Julian Schwinger Foundation for Physics Research

990PF • Fiscal year 2018 • EIN 68-0503244

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 2019

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

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

24th percentile

$36,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

46th percentile

0.7%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$17,888,693

Up $129,624 (+0.7%) from 2017

Net Assets

Up

$17,888,693

Up $129,624 (+0.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$1,160,931

Down $143,024 (-11%) from 2017

Expenses

Down

$1,031,307

Down $432,833 (-30%) from 2017

Net Income

Up

$129,624

Up $289,809 (+181%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$17,888,693
Liabilities$0
Net Assets$17,888,693

Operations Trend

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

2018

Revenue$1,160,931
Expenses$1,031,307
Net Income$129,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Seth Putterman PHDPresident & CEO-$36,000-$36,000
Berthold-Georg Englert PHDDirector-$24,000-$24,000
Lester L Deraad Jr PHDDirector-$12,000-$12,000
Y Jack Ng PHDDirector-$12,000-$12,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Physics Research-Los Angeles, CA, US$230,000
Paid Grant-Physics Research-Austin, TX, US$134,600
Paid Grant-Physics Research-Singapore, SN$39,863
Paid Grant-Physics Research-Trondheim, Trondheim, NO$10,000
Paid Grant-Physics Research-Catania, Catania, IT$10,000
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
Title
President & CEO
Signed
2019-09-04
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 Appendix381 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Seth Putterman
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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
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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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Physics Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Physics Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Physics Research
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt2Via S Sofia 64
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0Trondheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm1Catania
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0National University of Singapore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UCLA Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2University of Texas Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Norwegian University of Science and
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Catania University
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11616 Guadalupe St
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15600
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14669
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt236178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35600
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1V. Sattui Winery K-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0551
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1966925
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TaxesSchedule/TaxesDetail/Amt089251
TaxesSchedule/TaxesDetail/Amt11777
TaxesSchedule/TaxesDetail/Amt2299701
TaxesSchedule/TaxesDetail/Amt3605
TaxesSchedule/TaxesDetail/CategoryTxt0California Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01607
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1605
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Seth Putterman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Julian Schwinger Foundation For Physics
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Research
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0680503244
ReturnHeader/Filer/PhoneNum03102662912
ReturnHeader/Filer/USAddress/AddressLine1Txt0UCLA Physics Dept - Knudsen Hall
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090095
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954115549
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/ReturnTs02019-09-04T13:44:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

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