Civic Intelligence

Charles R Schwab Foundation for Financial Freedom

EIN 84-2512121 • Palm Beach, FL

PO Box 2226Palm Beach, FL 33480
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

3.62x

Higher debt load relative to assets than 100% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

61.90x

Higher debt load relative to revenue than 100% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

1st percentile

-650%

Higher net margin than 1% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

2nd percentile

-61%

Faster asset growth than 2% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

78%

Faster revenue growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$18,684,802

Down $8,917,843 (-32%) from 2022

Liabilities

Up

$35,724,828

Up $21,170,478 (+145%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$241,594

Down $8,771 (-3.5%) from 2022

Expenses

Up

$26,871,902

Up $6,643,304 (+33%) from 2022

Net Income

Down

-$26,630,308

Down $6,652,075 (-33%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2019: $1,283,351Liabilities 2019: $0Net Assets 2019: $1,283,3512019Assets 2020: $6,047,029Liabilities 2020: $756,330Net Assets 2020: $5,290,6992020Assets 2021: $34,181,973Liabilities 2021: $1,383,198Net Assets 2021: $32,798,7752021Assets 2022: $27,602,645Liabilities 2022: $14,554,350Net Assets 2022: $13,048,2952022Assets 2023: $18,684,802Liabilities 2023: $35,724,8282023

Highlighted filing

2023

Assets$18,684,802
Liabilities$35,724,828
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2019: $1,549,411Expenses 2019: $266,060Net Income 2019: $1,283,3512019Revenue 2020: $4,918,284Expenses 2020: $811,911Net Income 2020: $4,106,3732020Revenue 2021: $27,661,581Expenses 2021: $1,727,950Net Income 2021: $25,933,6312021Revenue 2022: $250,365Expenses 2022: $20,228,598Net Income 2022: -$19,978,2332022Revenue 2023: $241,594Expenses 2023: $26,871,902Net Income 2023: -$26,630,3082023

Highlighted filing

2023

Revenue$241,594
Expenses$26,871,902
Net Income-$26,630,308
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$18,684,802
Liabilities
$35,724,828
Net assets
-
Revenue
$241,594
Expenses
$26,871,902
Net income
-$26,630,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$18.7$35.7$0.24$26.9$26.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$14.6$13.0$0.25$20.2$20.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$1.38$32.8$27.7$1.73$25.9
2020Detailed filing. Detailed filing data is available for this year.$6.05$0.76$5.29$4.92$0.81$4.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$1.55$0.27$1.28
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES R SCHWABChair & President-$0--
CAROLYN SCHWAB-POMERANTZDirector & Secretary-$0--
CATHERINE A MOLNARTreasurer-$0--
WALTER W BETTINGER IIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charles R Schwab Foundation for Financial
EIN
84-2512121
In Care Of
% CATHERINE A MOLNAR
Phone
4157954842
Address
PO Box 2226, PALM BEACH, FL 33480

Signing Officer

Name
Charles R Schwab
Title
Chair & President
Phone
4157954842
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Seiler Llp
Address
THREE LAGOON DR STE 400, REDWOOD CITY, CA 94065
Preparer
David M Sacarelos
Phone
6503654646
Raw XML Appendix345 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/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0943056105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT FINANCIAL LITERACY COURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT OF MONEY MATTERS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT OF VIRTUAL PROFESSIONAL DEVELOPMENT ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT OF CURATED FINANCIAL LITERACY KIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STANFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS AND GIRLS CLUB OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COUNCIL FOR ECONOMIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DONORSCHOOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0326 GALVEZ STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 117431
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3134 WEST 37TH STREET - 11FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STANFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STONINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0943056105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206378
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0720000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0940000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0241270
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0241270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0266060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0972728
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0706668
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0266060
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0947938
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0706668
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0972728
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0266060
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES R SCHWAB
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 2226
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033480
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04912568
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04912568
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0107,850 SHS CHARLES SCHWAB CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-01-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02973
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02973
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0955941
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0GAAP BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0856916
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED EXCISE TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt058094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSINAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0120
TaxesSchedule/TaxesDetail/Amt058094
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES R SCHWAB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR & PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04157954842
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES R SCHWAB FOUNDATION FOR FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEDOM
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0842512121
ReturnHeader/Filer/InCareOfNm0% CATHERINE A MOLNAR
ReturnHeader/Filer/PhoneNum04157954842
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2226
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEILER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0THREE LAGOON DR STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDWOOD CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094065
ReturnHeader/PreparerPersonGrp/PhoneNum06503654646
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M SACARELOS
ReturnHeader/ReturnTs02021-11-10T16:07:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWAB
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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