Civic Intelligence

Schwegman Foundation Charitable Trust

990PF • Fiscal year 2020 • EIN 81-6712686

Jan 01, 2020 to Dec 31, 2020 • Filed on May 20, 2021

Organization Profile
2160 Forest Bend DrXenia, OH 45385

(937) 299-9607

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

34th percentile

-5.9%

Higher net margin than 34% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$1,816

No earlier filing loaded for comparison.

Net Assets

$1,816

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin34th percentile

Revenue

$38,235

No earlier filing loaded for comparison.

Expenses

$40,495

No earlier filing loaded for comparison.

Net Income

-$2,260

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2020: $1,816Liabilities 2020: $0Net Assets 2020: $1,8162020Assets 2021: $6,376Liabilities 2021: $0Net Assets 2021: $6,3762021

Highlighted filing

2020

Assets$1,816
Liabilities$0
Net Assets$1,816
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2020: $38,235Expenses 2020: $40,495Net Income 2020: -$2,2602020Revenue 2021: $59,000Expenses 2021: $54,440Net Income 2021: $4,5602021

Highlighted filing

2020

Revenue$38,235
Expenses$40,495
Net Income-$2,260
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SCHWEGMAN TRUSTEETrustee-$0--
MARY K SCHWEGMAN TRUSTEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schwegman Foundation Charitable Tru
EIN
81-6712686
Address
2160 FOREST BEND DR, Xenia, OH 45385

Signing Officer

Name
Charles Schwegman Trustee
Title
Trustee
Phone
9376200261
Signed
2021-05-20
Discuss with paid preparer
No

Preparer

Firm
Digitax LLC
Address
1740 FOUST RD, Xenia, OH 45385
Preparer
Jennifer Montgomery
Phone
9378788882
Raw XML Appendix282 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/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0227
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0227
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES W AND MARY K SCHWEGMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02160 FOREST BEND DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Xenia
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045385
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt038235
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SCHWEGMAN TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09376200261
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWEGMAN FOUNDATION CHARITABLE TRU
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0816712686
ReturnHeader/Filer/USAddress/AddressLine1Txt02160 FOREST BEND DR
ReturnHeader/Filer/USAddress/CityNm0Xenia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045385
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203403506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIGITAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01740 FOUST RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Xenia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045385
ReturnHeader/PreparerPersonGrp/PhoneNum09378788882
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER MONTGOMERY
ReturnHeader/ReturnTs02022-05-11T11:37:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWEGMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,816
Liabilities
$0
Net assets
$1,816
Revenue
$38,235
Expenses
$40,495
Net income
-$2,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$59.0$54.4$4.56
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$38.2$40.5$2.26