Schwartz Foundation

990PF • Fiscal year 2017 • EIN 94-2670122

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 08, 2018

Organization Profile

2822 Hillegass AveBerkeley, CA 94705

(510) 638-8764

Siviq Scores

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

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

-0.6%

Higher net margin than 38% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

-0.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

-30%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$506,201

Down $449 (-0.1%) from 2016

Net Assets

Down

$506,201

Down $449 (-0.1%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue35th percentile Net Margin38th percentile

Revenue

Down

$79,722

Down $34,585 (-30%) from 2016

Expenses

Down

$80,171

Down $26,079 (-25%) from 2016

Net Income

Down

-$449

Down $8,506 (-106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2017

Assets$506,201

Liabilities$0

Net Assets$506,201

Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2017

Revenue$79,722

Expenses$80,171

Net Income-$449

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Jun 8, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DEBBRA WOOD SCHWARTZ	Pres./CFO	-	$0	-	-
MARGOT SCHWARTZ	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Schwartz Foundation
EIN: 94-2670122
Phone: 5106388764
Address: 2822 HILLEGASS AVE, BERKELEY, CA 94705

Signing Officer

Name: Debbra Wood Schwartz
Title: President/CFO
Signed: 2018-06-08
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 Appendix336 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	7711 OAKPORT ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	OAKLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	946212026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SCHWARTZ FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5105625000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	RADSCHWARTZFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	SCHWARTZ FOUNDATION PROVIDES PEER TUTORING INFORMATION FOR TEACHERS AND INSTITUTIONS THAT WANT TO CREATE OR IMPROVE THE PEER TUTORING PROGRESS IN THEIR SCHOOLS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	A 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/Description3Txt	0	SENIOR 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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	80171
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	WRITTEN PROGRAM DESCRIPTION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DEBBRA WOOD SCHWARTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5105625000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	7711 OAKPORT ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	OAKLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	94621
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TEACHING TOLERANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	23RD FESTIVAL OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	BELLINGHAM FESTIVAL OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	SAN DOMENICO SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	400 WASHINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 818
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1500 BUTTERFIELD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BELLINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN ANSELMO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	36104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	98227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	94960
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	6705
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6705
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	SENIOR ENTERTAINMENT THERAPY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	TAXES, LICENSES & FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	WORKERS' COMP. INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	189
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	195
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	23455
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	108
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	148
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	1149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	23455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	1149
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DEBBRA WOOD SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT/CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SCHWARTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHW
ReturnHeader/Filer/EIN	0	942670122
ReturnHeader/Filer/PhoneNum	0	5106388764
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2822 HILLEGASS AVE
ReturnHeader/Filer/USAddress/CityNm	0	BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	943169649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GRANT & SMITH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	333 HEGENBERGER ROAD SUITE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94621
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5108320257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Charlene R Smith CPA
ReturnHeader/ReturnTs	0	2018-06-08T14:30:07-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $506,201
Liabilities: $0
Net assets: $506,201
Revenue: $79,722
Expenses: $80,171
Net income: -$449

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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