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Eric And Kelly Schwartz Charitable Trust

  • Fairfield, IA
  • Tax-exempt since Jan. 2016
  • EIN: 47-4959497

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$99.7M (2023)

Expenses
$2.32M (2023)

Total Assets
$249M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2015 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$99,678,800
Expenses
$2,318,855
Net Income
$97,359,945
Net Assets
$249,210,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $99,654,351
100.0%
Program Services $0
Investment Income $24,449
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $249,210,076
Total Liabilities $0
Net Assets $249,210,076
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jacqueline Carrera (Trustee) $0 $401,076 $81,727
Amy Webber (Trustee) $0 $0 $0
Todd Yuba (Trustee) $0 $266,785 $50,186
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Document Links

990
Filed on Nov. 4, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,097,110
Expenses
$1,069,155
Net Income
$2,027,955
Net Assets
$126,690,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,090,411
67.5%
Program Services $0
Investment Income $1,006,699
32.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $126,690,369
Total Liabilities $0
Net Assets $126,690,369
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jacqueline Carrera (Trustee) $0 $372,313 $124,776
Amy Webber (Trustee) $0 $0 $0
Todd Yuba (Trustee) $0 $254,802 $41,562
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Document Links

990
Filed on Nov. 8, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,929,578
Expenses
$637,828
Net Income
$3,291,750
Net Assets
$64,567,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,228,750
82.2%
Program Services $0
Investment Income $700,828
17.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $64,567,604
Total Liabilities $0
Net Assets $64,567,604
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jacqueline Carrera (Trustee) $0 $326,158 $119,328
Janet Mocker (Trustee (Until 3.31.21)) $0 $154,546 $36,826
Amy Webber (Trustee) $0 $0 $0
Todd Yuba (Trustee (As Of 4.1.21)) $0 $174,454 $19,772
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990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,557,723
Expenses
$968,112
Net Income
$589,611
Net Assets
$50,785,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,089,544
69.9%
Program Services $0
Investment Income $468,179
30.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,785,851
Total Liabilities $0
Net Assets $50,785,851
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jonathan Rudney (Trustee (Until 7.7.20)) $0 $0 $0
Jacqueline Carrera (Trustee (As Of 1.1.20)) $0 $324,918 $62,432
Janet Mocker (Trustee (Until 3.31.21)) $0 $166,837 $37,223
Amy Webber (Trustee (As Of 7.7.20)) $0 $0 $0
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990
Filed on Nov. 16, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,683,190
Expenses
$1,703,251
Net Income
-$20,061
Net Assets
$49,402,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $990,240
58.8%
Program Services $0
Investment Income $692,950
41.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $49,402,317
Total Liabilities $0
Net Assets $49,402,317
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jonathan Rudney (Trustee) $0 $0 $0
Ron Gallo Edd Until 123119 (Trustee) $0 $290,365 $82,831
Janet Mocker (Trustee) $0 $162,025 $35,475
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Document Links

990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,779,457
Expenses
$864,442
Net Income
$1,915,015
Net Assets
$42,413,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,548,286
55.7%
Program Services $0
Investment Income $1,121,592
40.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $109,579
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $42,413,608
Total Liabilities $0
Net Assets $42,413,608
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jonathan Rudney (Trustee) $0 $0 $0
Ron Gallo Edd (Trustee) $0 $300,078 $80,739
Janet Mocker Eff 122217 (Trustee) $0 $163,013 $34,254
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Document Links

990
Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,577,326
Expenses
$1,333,090
Net Income
$1,244,236
Net Assets
$33,877,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,085
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,571,241
99.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,877,765
Total Liabilities $0
Net Assets $33,877,765
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jonathan Rudney (Trustee) $0 $0 $0
Ron Gallo Edd (Trustee) $0 $288,137 $107,840
Janet Campbell Until 122217 (Trustee) $0 $206,645 $62,771
Janet Mocker Eff 122217 (Trustee) $0 $126,672 $29,469
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Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,326,053
Expenses
$868,390
Net Income
$18,457,663
Net Assets
$29,447,545
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,468,896
90.4%
Program Services $0
Investment Income $33
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,857,124
9.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,573,529
Total Liabilities $125,984
Net Assets $29,447,545
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jonathan Rudney (Trustee) $0 $0 $0
Ron Gallo Edd (Trustee) $0 $258,661 $109,973
Janet Campbell (Trustee) $0 $166,669 $40,040
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990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,466,665
Expenses
$0
Net Income
$14,466,665
Net Assets
$14,466,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,466,665
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,466,665
Total Liabilities $0
Net Assets $14,466,665
Compensation
Key Employees and Officers Compensation Related Other
Eric Schwartz (Trustee, Principal Officer) $0 $0 $0
Kelly Schwartz (Trustee) $0 $0 $0
Jonathan Rudney (Trustee) $0 $0 $0
Ron Gallo Edd (Trustee) $0 $275,698 $96,796
Janet Campbell (Trustee) $0 $155,152 $28,280
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Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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