Civic Intelligence

Schwartz Foundation

EIN 94-2670122 • Bayside, WI

800 W Laramie LaneBayside, WI 53217
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

13th percentile

-27%

Higher net margin than 13% 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

26th percentile

-2.1%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

93rd percentile

203%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,416,767

Down $161,506 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,416,767

Down $161,506 (-2.1%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin13th percentile

Revenue

Up

$591,198

Up $396,296 (+203%) from 2023

Expenses

Up

$752,704

Up $208,843 (+38%) from 2023

Net Income

Up

-$161,506

Up $187,453 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$10M$5.0M$0Assets 2011: $278,413Liabilities 2011: $02011Assets 2012: $332,616Liabilities 2012: $02012Assets 2013: $440,226Liabilities 2013: $0Net Assets 2013: $440,2262013Assets 2014: $528,977Liabilities 2014: $0Net Assets 2014: $528,9772014Assets 2015: $498,593Liabilities 2015: $0Net Assets 2015: $498,5932015Assets 2016: $506,650Liabilities 2016: $0Net Assets 2016: $506,6502016Assets 2017: $506,201Liabilities 2017: $0Net Assets 2017: $506,2012017Assets 2018: $423,131Liabilities 2018: $0Net Assets 2018: $423,1312018Assets 2019: $362,955Liabilities 2019: $0Net Assets 2019: $362,9552019Assets 2020: $8,739,218Liabilities 2020: $0Net Assets 2020: $8,739,2182020Assets 2021: $8,376,946Liabilities 2021: $0Net Assets 2021: $8,376,9462021Assets 2022: $7,927,232Liabilities 2022: $0Net Assets 2022: $7,927,2322022Assets 2023: $7,578,273Liabilities 2023: $0Net Assets 2023: $7,578,2732023Assets 2024: $7,416,767Liabilities 2024: $0Net Assets 2024: $7,416,7672024

Highlighted filing

2024

Assets$7,416,767
Liabilities$0
Net Assets$7,416,767
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $83,158Expenses 2011: $19,713Net Income 2011: $63,4452011Revenue 2012: $79,108Expenses 2012: $24,905Net Income 2012: $54,2032012Revenue 2013: $154,654Expenses 2013: $47,044Net Income 2013: $107,6102013Revenue 2014: $82,972Expenses 2014: $44,221Net Income 2014: $38,7512014Revenue 2015: $73,351Expenses 2015: $103,735Net Income 2015: -$30,3842015Revenue 2016: $114,307Expenses 2016: $106,250Net Income 2016: $8,0572016Revenue 2017: $79,722Expenses 2017: $80,171Net Income 2017: -$4492017Revenue 2018: -$1,370Expenses 2018: $81,700Net Income 2018: -$83,0702018Revenue 2019: $7,680Expenses 2019: $67,856Net Income 2019: -$60,1762019Revenue 2020: $8,448,288Expenses 2020: $72,025Net Income 2020: $8,376,2632020Revenue 2021: $95,030Expenses 2021: $457,302Net Income 2021: -$362,2722021Revenue 2022: $21,309Expenses 2022: $471,023Net Income 2022: -$449,7142022Revenue 2023: $194,902Expenses 2023: $543,861Net Income 2023: -$348,9592023Revenue 2024: $591,198Expenses 2024: $752,704Net Income 2024: -$161,5062024

Highlighted filing

2024

Revenue$591,198
Expenses$752,704
Net Income-$161,506
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,416,767
Liabilities
$0
Net assets
$7,416,767
Revenue
$591,198
Expenses
$752,704
Net income
-$161,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.59$0.75$0.16
2023Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.19$0.54$0.35
2022Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.02$0.47$0.45
2021Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.10$0.46$0.36
2020Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$8.45$0.07$8.38
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.01$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.00$0.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.11$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.07$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.08$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.15$0.05$0.11
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.08$0.02$0.05
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.08$0.02$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NOAH SCHWARTZTreasurer/Secre-$0--
MARGOT SCHWARTZPresident-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Foundation
EIN
94-2670122
Phone
5106389100
Address
800 W LARAMIE LANE, BAYSIDE, WI 53217

Signing Officer

Name
Margot Schwartz
Title
President
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Grant & Smith Llp
Address
333 HEGENBERGER ROAD SUITE 325, OAKLAND, CA 94621
Preparer
Charlene R Smith CPA
Phone
5108320257
Raw XML Appendix321 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/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WISCONSIN CONSERVATORY OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GIRLS WHO CODE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2EAST BAY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MILWAUKEE SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4COMMUNITY INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01584 N PROSPECT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 23244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 FRANK OGAWA PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3212 WEST WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41000 BROADWAY SUITE 480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0650000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0543861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0471023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0457302
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02224890
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0752704
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0543861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0471023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0457302
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0752704
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0752704
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02224890
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01472186
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DWS QTIP TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01111 CIVIC DR 333
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WALNUT CREEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094596
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0366000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0advertising-PEER TUTORING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4taxes, licenses & fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5US TREASURY ACCRUED INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6WORKERS' COMP.INSURANCE-PEER TUTORING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03122
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21621
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31571
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt495
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt541329
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6491
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21621
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31571
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt495
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt541329
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6491
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt049004
TaxesSchedule/TaxesDetail/Amt05360
TaxesSchedule/TaxesDetail/Amt13678
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAX EXPENSE-PEER TUTORING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05360
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13678
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGOT SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0942670122
ReturnHeader/Filer/PhoneNum05106389100
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 W LARAMIE LANE
ReturnHeader/Filer/USAddress/CityNm0BAYSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943169649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT & SMITH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 HEGENBERGER ROAD SUITE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094621
ReturnHeader/PreparerPersonGrp/PhoneNum05108320257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlene R Smith CPA
ReturnHeader/ReturnTs02025-10-27T13:03:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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