Civic Intelligence

The Swinerton Foundation

EIN 03-0490864 • 501(c)3 • Concord, CA

Profile

The Swinerton Foundation helps build sustainable cities and neighborhoods by partnering with community-focused non-profit organizations to support health, social services, cultural, education, and environmental programs that benefit all members of the community. The Swinerton Foundation also serves as a catalyst to encourage and expand the philanthropic endeavors of Swinerton Incorporated and its affiliates employees.

2001 Clayton Road 7th FloorConcord, CA 94520

www.theswinertonfoundation.org

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.4%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,371,311

Up $802,462 (+14%) from 2023

Liabilities

Up

$931

Up $931 from 2023

Net Assets

Up

$6,370,380

Up $801,531 (+14%) from 2023

Revenue

Up

$1,337,724

Up $115,402 (+9.4%) from 2023

Expenses

Up

$918,945

Up $399,755 (+77%) from 2023

Net Income

Down

$418,779

Down $284,353 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $814,853Liabilities 2011: $02011Assets 2012: $727,201Liabilities 2012: $02012Assets 2013: $905,153Liabilities 2013: $02013Assets 2014: $935,493Liabilities 2014: $12,4302014Assets 2015: $1,389,913Liabilities 2015: $0Net Assets 2015: $1,389,9132015Assets 2016: $2,190,583Liabilities 2016: $0Net Assets 2016: $2,190,5832016Assets 2017: $3,120,840Liabilities 2017: $120,316Net Assets 2017: $3,000,5242017Assets 2018: $3,325,084Liabilities 2018: $0Net Assets 2018: $3,325,0842018Assets 2019: $4,224,620Liabilities 2019: $0Net Assets 2019: $4,224,6202019Assets 2020: $4,554,379Liabilities 2020: $535,710Net Assets 2020: $4,018,6692020Assets 2021: $5,070,636Liabilities 2021: $423,026Net Assets 2021: $4,647,6102021Assets 2022: $4,518,735Liabilities 2022: $511,741Net Assets 2022: $4,006,9942022Assets 2023: $5,568,849Liabilities 2023: $0Net Assets 2023: $5,568,8492023Assets 2024: $6,371,311Liabilities 2024: $931Net Assets 2024: $6,370,3802024

Highlighted filing

2024

Assets$6,371,311
Liabilities$931
Net Assets$6,370,380

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $502,833Expenses 2011: $425,854Net Income 2011: $76,9792011Revenue 2012: $290,784Expenses 2012: $423,072Net Income 2012: -$132,2882012Revenue 2013: $634,515Expenses 2013: $564,523Net Income 2013: $69,9922013Revenue 2014: $735,772Expenses 2014: $556,167Net Income 2014: $179,6052014Revenue 2015: $1,271,292Expenses 2015: $788,150Net Income 2015: $483,1422015Revenue 2016: $1,255,432Expenses 2016: $552,120Net Income 2016: $703,3122016Revenue 2017: $1,601,416Expenses 2017: $992,724Net Income 2017: $608,6922017Revenue 2018: $1,677,848Expenses 2018: $1,185,265Net Income 2018: $492,5832018Revenue 2019: $1,777,272Expenses 2019: $1,262,352Net Income 2019: $514,9202019Revenue 2020: $1,756,948Expenses 2020: $1,595,113Net Income 2020: $161,8352020Revenue 2021: $1,962,102Expenses 2021: $1,642,769Net Income 2021: $319,3332021Revenue 2022: $2,171,710Expenses 2022: $1,968,859Net Income 2022: $202,8512022Revenue 2023: $1,222,322Expenses 2023: $519,190Net Income 2023: $703,1322023Revenue 2024: $1,337,724Expenses 2024: $918,945Net Income 2024: $418,7792024

Highlighted filing

2024

Revenue$1,337,724
Expenses$918,945
Net Income$418,779

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.00$6.37$1.34$0.92$0.42
2023Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$1.22$0.52$0.70
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.51$4.01$2.17$1.97$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.07$0.42$4.65$1.96$1.64$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.54$4.02$1.76$1.60$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$1.78$1.26$0.51
2018Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.68$1.19$0.49
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.12$3.00$1.60$0.99$0.61
2016Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$1.26$0.55$0.70
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.27$0.79$0.48
2014Summary only. Only limited summary data is available for this year.$0.94$0.01$0.74$0.56$0.18
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.63$0.56$0.07
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$0.29$0.42$0.13
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.50$0.43$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,032,721
Mission and Program Overview

Mission

The swinerton foundation helps build sustainable cities and neighborhoods by partnering with community-focused non-profit organizations to support health, social services, cultural, education, and environmental programs that benefit all members of the community. The swinerton foundation also serves as a catalyst to encourage and expand the philanthropic endeavors of swinerton incorporated and its affiliates employees.

To build sustainable cities and neighborhoods by partnering with community-focused non-profit organizations to support health, social services, cultural education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,031,777$4,046,302▲ $1,014,525
Cash and Non-Interest-Bearing Accounts$1,878,330$2,166,787▲ $288,457
Accounts Receivable$60,450$90,669▲ $30,219
Savings and Temporary Cash Investments$598,292$67,553▼ $530,739
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,568,849$6,371,311▲ $802,462
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$931▲ $931
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$931▲ $931
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,516,302$6,336,254▲ $819,952
Net Assets With Donor Restrictions$52,547$34,126▼ $18,421
Total Net Assets Fund Balance$5,568,849$6,370,380▲ $801,531
Total Liabilities and Net Assets / Fund Balance$5,568,849$6,371,311▲ $802,462
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lori GuionPresident
Lauren NunnallyExecutive Vice President
Dost Bardouille-CremaSecretary
Maritza ZuluetaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,222,592
Program Service Revenue
$5,560
Investment Income
$109,572
Other Revenue
$0
All Other Contributions
$342,288
Change in Net Assets
$418,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$845,952
Other Expenses$72,993
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$845,952--$845,952
Other Expenses$8,385$25,969-$25,969
All Other Expenses-$710-$710
Total Functional Expenses$892,066$26,879$0$918,945
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Statement a--See Statement a$845,952
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$694,997
Fundraising Gross Income$694,997
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$367,000$148,410$148,410$0
Golf Tournament$276,700$80,080$80,080$0
Total Events$1,682,616$694,998$694,998-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

The board reviews a copy of the 990 before it is filed.

Form 990, Part VI, Line 12C

Each responsible person is required to disclose potential conflicts. The policy is reviewed annually by the board of directors.

Filing and Contact Details

Filer

Filer Name
The Swinerton Foundation
EIN
03-0490864
In Care Of
% MARITZA ZULUETA
Phone
9256026422
Address
2001 Clayton Road 7th Floor, Concord, CA 94520

Signing Officer

Name
Maritza Zulueta
Title
treasurer
Phone
9256026422
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maritza Zulueta
Formed
2002
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
250

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LN STE 150, WALNUT CREEK, CA 94598
Phone
9259415440
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IRS990/MissionDesc0THE SWINERTON FOUNDATION HELPS BUILD SUSTAINABLE CITIES AND NEIGHBORHOODS BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, SOCIAL SERVICES, CULTURAL, EDUCATION, AND ENVIRONMENTAL PROGRAMS THAT BENEFIT ALL MEMBERS OF THE COMMUNITY. THE SWINERTON FOUNDATION ALSO SERVES AS A CATALYST TO ENCOURAGE AND EXPAND THE PHILANTHROPIC ENDEAVORS OF SWINERTON INCORPORATED AND ITS AFFILIATES EMPLOYEES.
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IRS990/ProgramServiceRevenueGrp/Desc0UNIVERSITY GIVING PROGRAM
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IRS990/ProgSrvcAccomActy2Grp/Desc0Adopt-a-School Program- The Swinerton Foundation partners with SkillsUSA to prepare high school students for careers in trade occupations. SkillsUSA is a national nonprofit that works to improve the quality of the future workforce by giving them personal, workplace, and technical skills grounded in academics. Our partnership began in 2020, and we have supported SkillsUSA carpentry programs in nine high schools across the country, providing cash grants to classrooms for materials and tools, as well as Career Essential and other educational resources.
IRS990/ProgSrvcAccomActy3Grp/Desc0Resilient Communities- The Swinerton Foundation partnership with Rebuilding Together began 20 years ago in Oakland and Portland. Today, we sponsor ten build days, providing necessary monetary support and volunteers.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE STATEMENT A
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Schedule I Part IV Supplemental Information The Foundation maintains records that substantiate the amount of the grants and assistance given to each grantee organization. The Foundation has contracted with a third-party grant processor, which ensures the grants are made only to organizations that are United States-based organizations and that are currently qualified as tax-exempt under Section 501(c)(3) of the Internal Revenue Code and classified as public charities under Section 509(a)(1) or (a)(2) of the Internal Revenue Code. Thus, the Foundation makes grants and provides assistance solely to organizations organized and operated exclusively for exempt charitable purposes. In addition, the Foundation maintains close relationships with many of its grantee organizations, including partnering on projects that support the Foundations charitable purposes, allowing the Foundation to closely monitor such grantee organizations use of the Foundations grant funds.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board reviews a copy of the 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each responsible person is required to disclose potential conflicts. The policy is reviewed annually by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c
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IRS990/USAddress/AddressLine1Txt02001 Clayton Road 7th Floor
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