Civic Intelligence

Schwartz Morris Foundation

990PF • Fiscal year 2024 • EIN 84-3849574

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 19, 2025

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

27th percentile

0.00x

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

2024 filings • NTEE A • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.00x

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

2024 filings • NTEE A • $500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2024 filings • NTEE A • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2024 filings • NTEE A • $500k-$1M nonprofits • Source year 2024

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

2024 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

453%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$616,953

Up $163,328 (+36%) from 2023

Net Assets

Up

$616,953

Up $163,328 (+36%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin97th percentile

Revenue

Up

$333,977

Up $273,585 (+453%) from 2023

Expenses

Down

$47,576

Down $2,995 (-5.9%) from 2023

Net Income

Up

$286,401

Up $276,580 (+2816%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2024

Assets$616,953
Liabilities$0
Net Assets$616,953
Open 2024 Filing

Operations Trend

Revenue Growth98th 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

2024

Revenue$333,977
Expenses$47,576
Net Income$286,401
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 19, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay52nd 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
2025-03-19

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/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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5850
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 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/BusinessNameLine1Txt4SPCA OF WAKE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHAPEL HILL HS BOOSTER CLUB
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/AddressLine1Txt4200 PETFINDER LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59217 SEAWELL SCH RD
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/CityNm4RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2128661632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527516
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039850
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/AppliedToCurrentYearAmt026540
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026540
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0123103
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027737
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013310
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0123103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0109793
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN A SCHWARTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06008 SARAHCREEK COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RALEIGH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027607
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0153200
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100400
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt152800
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0308 SH APP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1295 SH IBKR
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-12
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0123073
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16499
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt077
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN A SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES TREAS DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09192800106
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-19
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/PreparationDt02025-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GWEN S ADAMS CPA
ReturnHeader/ReturnTs02025-03-31T13:55:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$616,953
Liabilities
$0
Net assets
$616,953
Revenue
$333,977
Expenses
$47,576
Net income
$286,401
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