Civic Intelligence

The Schwartz Foundation Trust

990PF • Fiscal year 2020 • EIN 82-3829182

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 30, 2021

Organization Profile
922 State Route 33 Bldg 8Freehold, NJ 07728-8666

(877) 486-0590

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2020 filings • NTEE T50 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

2020 filings • NTEE T50 • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

11%

Higher net margin than 51% of similar nonprofits.

2020 filings • NTEE T50 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T50 • <$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 / Assets63rd percentile

Assets

$464,998

No earlier filing loaded for comparison.

Net Assets

$464,998

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin51st percentile

Revenue

$65,310

No earlier filing loaded for comparison.

Expenses

$58,224

No earlier filing loaded for comparison.

Net Income

$7,086

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.

$600K$400K$200K$0-$200KAssets 2020: $464,998Liabilities 2020: $0Net Assets 2020: $464,9982020Assets 2021: $388,048Liabilities 2021: $0Net Assets 2021: $388,0482021Assets 2022: $46,332Liabilities 2022: $65,000Net Assets 2022: -$18,6682022Assets 2023: $46,422Liabilities 2023: $65,000Net Assets 2023: -$18,5782023Assets 2024: $46,422Liabilities 2024: $65,000Net Assets 2024: -$18,5782024

Highlighted filing

2020

Assets$464,998
Liabilities$0
Net Assets$464,998
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2020: $65,310Expenses 2020: $58,224Net Income 2020: $7,0862020Revenue 2021: $37Expenses 2021: $76,987Net Income 2021: -$76,9502021Revenue 2022: $2,004Expenses 2022: $408,720Net Income 2022: -$406,7162022Revenue 2023: $90Expenses 2023: $0Net Income 2023: $902023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2020

Revenue$65,310
Expenses$58,224
Net Income$7,086
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 30, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOSES SCHWARTZTrustee-$0--
JEFFREY ROCKMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Foundation Trust the
EIN
82-3829182
Phone
8774860590
Address
922 STATE ROUTE 33 BLDG 8, FREEHOLD, NJ 07728-8666

Signing Officer

Name
Moses Schwartz
Title
Trustee
Phone
8774860590
Signed
2021-09-30
Discuss with paid preparer
Yes

Preparer

Firm
R Kleinman CPA PC
Address
611 Bedford Ave, Brooklyn, NY 11211
Preparer
Asher Halpert
Phone
7189632111
Raw XML Appendix295 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt020353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt057834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0151674
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt037807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt057834
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058160
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt037807
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0151674
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0113867
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MOSES SCHWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0922 STATE ROUTE 33 BUILDING 8 SUITE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FREEHOLD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd007728
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt064
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt064
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MOSES SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08774860590
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWARTZ FOUNDATION TRUST THE
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0823829182
ReturnHeader/Filer/PhoneNum08774860590
ReturnHeader/Filer/USAddress/AddressLine1Txt0922 STATE ROUTE 33 BLDG 8
ReturnHeader/Filer/USAddress/CityNm0FREEHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0077288666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R Kleinman CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 Bedford Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011211
ReturnHeader/PreparerPersonGrp/PhoneNum07189632111
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHER HALPERT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-26T09:22:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MOSES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$464,998
Liabilities
$0
Net assets
$464,998
Revenue
$65,310
Expenses
$58,224
Net income
$7,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.65$0.19$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.65$0.19$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.65$0.19$0.02$4.09$4.07
2021Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.00$0.77$0.77
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.65$0.58$0.07