Civic Intelligence

Schwartz Morris Foundation

990PF • Fiscal year 2023 • EIN 84-3849574

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 16, 2024

Organization Profile
6008 Sarahcreek CourtRaleigh, NC 27607

(919) 280-0106

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • NTEE A12 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.00x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • NTEE A12 • <$500k nonprofits • Source year 2023

Net Margin

51st percentile

16%

Higher net margin than 51% of similar nonprofits.

2023 filings • NTEE A12 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2023 filings • NTEE A12 • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

113%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$453,625

Down $14,245 (-3.0%) from 2022

Net Assets

Down

$453,625

Down $14,245 (-3.0%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin51st percentile

Revenue

Up

$60,392

Up $31,986 (+113%) from 2022

Expenses

Down

$50,571

Down $18,122 (-26%) from 2022

Net Income

Up

$9,821

Up $50,108 (+124%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$800K$600K$400K$200K$0Assets 2019: $320,445Liabilities 2019: $02019Assets 2020: $362,285Liabilities 2020: $1Net Assets 2020: $362,2852020Assets 2021: $508,156Liabilities 2021: $1Net Assets 2021: $508,1562021Assets 2022: $467,870Liabilities 2022: $1Net Assets 2022: $467,8702022Assets 2023: $453,625Liabilities 2023: $1Net Assets 2023: $453,6252023Assets 2024: $616,953Liabilities 2024: $0Net Assets 2024: $616,9532024

Highlighted filing

2023

Assets$453,625
Liabilities$1
Net Assets$453,625
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $320,445Expenses 2019: $0Net Income 2019: $320,4452019Revenue 2020: $90,127Expenses 2020: $48,287Net Income 2020: $41,8402020Revenue 2021: $216,041Expenses 2021: $70,170Net Income 2021: $145,8712021Revenue 2022: $28,406Expenses 2022: $68,693Net Income 2022: -$40,2872022Revenue 2023: $60,392Expenses 2023: $50,571Net Income 2023: $9,8212023Revenue 2024: $333,977Expenses 2024: $47,576Net Income 2024: $286,4012024

Highlighted filing

2023

Revenue$60,392
Expenses$50,571
Net Income$9,821
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN A SCHWARTZPres Treas D-$0--
JAMES C MORRISVP Secr Dire-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Morris Foundation
EIN
84-3849574
Phone
9192800106
Address
6008 SARAHCREEK COURT, RALEIGH, NC 27607

Signing Officer

Name
Steven a Schwartz
Title
Pres Treas Director
Phone
9192800106
Signed
2024-06-16

Preparer

Firm
Linton & Associates Pa
Address
5011 SOUTHPARK DR SUITE 100, DURHAM, NC 27713
Preparer
Gwen S Adams CPA
Phone
9194895399
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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/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09192800106
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NO WEBSITE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LIST ORGANIZATION NAME AND CONFIRM CHARITABLE STATUS. PROVIDE MISSION STATEMENT, A BRIEF, ONE PARAGRAPH DESCRIPTION OF THE PROGRAM THE ORGANIZATION IF SEEKING FUNDS FOR AND THE AMOUNT OF THE GRANT REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES MORRIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09192800106
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06008 SARAHCREEK COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027607
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS AT THIS TIME.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO FORMAL DEADLINES.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN A SCHWARTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT ORGANIZATION'S MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT ORGANIZATION'S MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT CURRENT BUDGET.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT ORGANIZATION MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT ORGANIZATION'S MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT ORGANIZATION'S MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO SUPPORT ACTIVITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CASTING CAROLINAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SKIDMORE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TISCH BRAIN TUMOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4STRUTHER'S UNLEASHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SPCA OF WAKE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6EAST LINCOLN HIGH SCH BAND BOOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05001 S MIAMI BLVD 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125 TACOMA PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2815 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt347 BAKER HOUSE TRENT DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4182 COMO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5200 PETFINDER LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt66471 NC-73
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STRUTHERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2128661632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628037
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039350
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/AppliedToCurrentYearAmt024242
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0109793
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027737
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015108
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0109793
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094685
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt024066
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110000
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt071
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN A SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES TREAS DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09192800106
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWARTZ MORRIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0843849574
ReturnHeader/Filer/PhoneNum09192800106
ReturnHeader/Filer/USAddress/AddressLine1Txt06008 SARAHCREEK COURT
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561662934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINTON & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05011 SOUTHPARK DR SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027713
ReturnHeader/PreparerPersonGrp/PhoneNum09194895399
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GWEN S ADAMS CPA
ReturnHeader/ReturnTs02024-06-21T10:23:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHWARTZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$453,625
Liabilities
$1
Net assets
$453,625
Revenue
$60,392
Expenses
$50,571
Net income
$9,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$3.34$0.48$2.86
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.60$0.51$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.28$0.69$0.40
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$2.16$0.70$1.46
2020Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.90$0.48$0.42
2019Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.00$3.20