Civic Intelligence

Schwartz Foundation

990PF • Fiscal year 2015 • EIN 94-2670122

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 26, 2016

Organization Profile
4570 Sequoyah RoadOakland, CA 94605

(510) 638-8764

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-41%

Higher net margin than 12% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

33rd percentile

-5.7%

Faster asset growth than 33% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$498,593

Down $30,384 (-5.7%) from 2014

Net Assets

Down

$498,593

Down $30,384 (-5.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin12th percentile

Revenue

Down

$73,351

Down $9,621 (-12%) from 2014

Expenses

Up

$103,735

Up $59,514 (+135%) from 2014

Net Income

Down

-$30,384

Down $69,135 (-178%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2015

Assets$498,593
Liabilities$0
Net Assets$498,593
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$73,351
Expenses$103,735
Net Income-$30,384
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 26, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT AD SCHWARTZPresident-$0--
DEBBRA WOOD SCHWARTZTreasur./CFO-$0--
MARGOT SCHWARTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Schwartz Foundation
EIN
94-2670122
Phone
5106388764
Address
4570 SEQUOYAH ROAD, OAKLAND, CA 94605

Signing Officer

Name
Robert Ad Schwartz
Title
President
Signed
2016-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Grant & Smith LLP
Address
1300 Clay St Suite 1015, Oakland, CA 94612
Preparer
Charlene R Smith CPA
Phone
5108320257
Raw XML Appendix309 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/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHWARTZ FOUNDATION PROVIDES PEER TUTORING INFORMATION FOR TEACHERS AND INSTITUTIONS THAT WANT TO CREATE OR IMPROVE THE PEER TUTORING PROGRESS IN THEIR SCHOOLS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0A WEBSITE ENTITLED "PEER TUTORING RESOURCE" HAS CREATED AN INTERNET CENTER OF INFORMATION, AS WELL AS BLOG AND TWITTER ACTIVITY RELATED TO PEER TUTORING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0SENIOR ENTERTAINMENT THERAPY THROUGH MUSIC HELPS RENEW THE MEMORIES OF SENIOR CITIZENS AND STIMULATES BRAIN FUNCTIONS THUS PROVIDING MORE SOCIAL AND PHYSICAL ACTIVITY THROUGH SINGING AND DANCING.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACHING TOLERANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MUSIC EDUCATION OUTREACH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2WORKING WITH PARTNERS TO ELIMINATE PERSISTENT POVERTY BY BUILDING VIBRANT HEALTHY COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt323RD FESTIVAL OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OAKLAND EAST BAY SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2URBAN STRATEGIES COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BELLINGHAM FESTIVAL OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11440 BROADWAY STE 405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21720 BROADWAY 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 818
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BELLINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398227
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029000
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOOKS, SUBSCRIPTIONS, REF.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SENIOR ENTERTAINMENT THERAPY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TAXES, LICENSES & FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7WORKERS' COMP. INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02793
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21476
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt419376
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5319
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6455
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt419376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5319
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7670
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt011283
TaxesSchedule/TaxesDetail/Amt011283
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt011283
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT AD SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHW
ReturnHeader/Filer/EIN0942670122
ReturnHeader/Filer/PhoneNum05106388764
ReturnHeader/Filer/USAddress/AddressLine1Txt04570 SEQUOYAH ROAD
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grant & Smith LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 Clay St Suite 1015
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oakland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108320257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlene R Smith CPA
ReturnHeader/ReturnTs02016-07-26T13:07:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$498,593
Liabilities
$0
Net assets
$498,593
Revenue
$73,351
Expenses
$103,735
Net income
-$30,384
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits