Civic Intelligence

David Schwartz Foundation Inc

990PF • Fiscal year 2020 • EIN 81-3360510

Jun 01, 2019 to May 31, 2020 • Filed on Nov 24, 2020

Organization Profile
CO Sacks CO 600 Third Ave NoNew York, NY 10016

(212) 682-6640

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.00x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Net Margin

26th percentile

-54%

Higher net margin than 26% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$52,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2020

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-43%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$16,415,333

Down $214,155 (-1.3%) from 2019

Net Assets

Down

$16,413,907

Down $214,155 (-1.3%) from 2019

Liabilities

Flat

$1,426

Flat from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin26th percentile

Revenue

Down

$398,236

Down $297,842 (-43%) from 2019

Expenses

Down

$612,391

Down $455,651 (-43%) from 2019

Net Income

Up

-$214,155

Up $157,809 (+42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$20M$15M$10M$5.0M$0Assets 2019: $16,629,488Liabilities 2019: $1,426Net Assets 2019: $16,628,0622019Assets 2020: $16,415,333Liabilities 2020: $1,426Net Assets 2020: $16,413,9072020Assets 2021: $16,338,942Liabilities 2021: $1Net Assets 2021: $16,338,9422021Assets 2022: $16,677,582Liabilities 2022: $1Net Assets 2022: $16,677,5822022Assets 2023: $15,980,407Liabilities 2023: $1Net Assets 2023: $15,980,4072023Assets 2024: $15,360,380Liabilities 2024: $0Net Assets 2024: $15,360,3802024Assets 2025: $15,812,219Liabilities 2025: $6,012Net Assets 2025: $15,806,2072025

Highlighted filing

2020

Assets$16,415,333
Liabilities$1,426
Net Assets$16,413,907
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $696,078Expenses 2019: $1,068,042Net Income 2019: -$371,9642019Revenue 2020: $398,236Expenses 2020: $612,391Net Income 2020: -$214,1552020Revenue 2021: $576,671Expenses 2021: $651,636Net Income 2021: -$74,9652021Revenue 2022: $1,092,456Expenses 2022: $753,816Net Income 2022: $338,6402022Revenue 2023: $205,067Expenses 2023: $902,242Net Income 2023: -$697,1752023Revenue 2024: $657,108Expenses 2024: $1,277,135Net Income 2024: -$620,0272024Revenue 2025: $1,353,217Expenses 2025: $907,390Net Income 2025: $445,8272025

Highlighted filing

2020

Revenue$398,236
Expenses$612,391
Net Income-$214,155
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 24, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SCHWARTZPresidentPT$52,000-$52,000
SHEILA SCHWARTZVice President-$0--
STEPHEN D GARDNERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
David Schwartz Foundation Inc
EIN
81-3360510
Phone
2126826640
Address
CO SACKS CO 600 THIRD AVE NO, NEW YORK, NY 10016

Signing Officer

Name
John S Schwartz
Title
President
Phone
2126826640
Signed
2020-11-24
Discuss with paid preparer
Yes

Preparer

Firm
Sacks Press & Lacher Pc
Address
600 THIRD AVENUE, NEW YORK, NY 10016-1901
Preparer
Gary D Lacher
Phone
2126826640
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JBG SMITH PROPERTIES 330 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61FACEBOOK INC-A 305 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62AMEREN CORP 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TELEFLEX INC 74 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64RENTOKIL INITIAL PLC 2385 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SMITH A O CORP 420 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VERISK ANALYTICS INC- CL A 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67CDW CORP/DE 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SYNOPSYS INC 205 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69APTARGROUP INC 170 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CHARTER COMMUNICATIONS INC 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71HILTON WORLDWIDE 280 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ROSS STORES INC 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73BLACKSTONE GROUP INC 680 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74S&P GLOBAL INC 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75HEALTH CARE SELECT 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76IQVIA HOLDINGS INC 435 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77HOWMET AEROSPACE 441 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNION PACIFIC CORP 315 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ADOBE INC 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80AMPHENOL CORP 220 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81BURLINGTON STORES 120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82DOLLARAMA INC 725 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83EQUIFAX INC 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84IAA INC 640 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85L3 HARRIS TECHNOLOGIES 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WABTEC CORP 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CABOT MICROELECTRONICS 185 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88NICE LTC 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WEX INC 140 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23991714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34836166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41809021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51075110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6439092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7194106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETON PARK OVERSEAS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOOD HILL OVERSEAS FUND, LTD CLASS C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OW FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OW LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4OW SMALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5OW STRATEGIC OPPTYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6THIRD POINT OFFSHIRE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HPS - CORE SENIOR LENDING OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1810424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24238492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34793079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41689902
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5885603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6479281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7196714
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0279723
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0118513
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0398236
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0398236
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0118513
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0486178
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0486178
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0279723
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0279723
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-214155
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04855614
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010146
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt010146
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0118513
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0300286
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt09871
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt09871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt027408
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt027408
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05473
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0512178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt097950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0612391
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0398236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0398236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt097950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0126213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04737101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-149472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2267953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-149472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2267953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04587629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2267953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0118513
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-214155
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016413907
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016628062
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016413907
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0822665
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0822665
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0822665
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0828671
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06006
IRS990PF/DistributableAmountGrp/TotalTaxAmt06006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt044717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt050723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt044717
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt050723
IRS990PF/FMVAssetsEOYAmt016633755
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,415,333
Liabilities
$1,426
Net assets
$16,413,907
Revenue
$398,236
Expenses
$612,391
Net income
-$214,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.8$0.01$15.8$1.35$0.91$0.45
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.66$1.28$0.62
2023Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.21$0.90$0.70
2022Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.09$0.75$0.34
2021Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.58$0.65$0.07
2020Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.40$0.61$0.21
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.70$1.07$0.37