Civic Intelligence

The Swinerton Foundation

990 • Fiscal year 2017 • EIN 03-0490864

Jan 01, 2017 to Dec 31, 2017 • Filed on May 29, 2018

Organization Profilewww.theswinertonfoundation.org
260 Townsend Street 5th FLSan Francisco, CA 94107

(415) 984-1248

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

89th percentile

42%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$3,120,840

Up $930,257 (+42%) from 2016

Net Assets

Up

$3,000,524

Up $809,941 (+37%) from 2016

Liabilities

Up

$120,316

Up $120,316 from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin88th percentile

Revenue

Up

$1,601,416

Up $345,984 (+28%) from 2016

Expenses

Up

$992,724

Up $440,604 (+80%) from 2016

Net Income

Down

$608,692

Down $94,620 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2017

Assets$3,120,840
Liabilities$120,316
Net Assets$3,000,524
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

2017

Revenue$1,601,416
Expenses$992,724
Net Income$608,692
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 29, 2018
Return Version
2017v2.3
Gross Receipts
$1,996,493
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$1,274,801$1,917,313▲ $642,512
Cash and Non-Interest-Bearing Accounts$484,714$978,607▲ $493,893
Savings and Temporary Cash Investments$431,068$224,920▼ $206,148
Accounts Receivable$0$0→ $0
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$2,190,583$3,120,840▲ $930,257
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$0$120,316▲ $120,316
Accounts Payable and Accrued Expenses$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$120,316▲ $120,316
Net Assets / Fund Balance
Unrestricted Net Assets$2,190,583$3,000,524▲ $809,941
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,190,583$3,000,524▲ $809,941
Total Liabilities and Net Assets / Fund Balance$2,190,583$3,120,840▲ $930,257
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Lori DunnPresident
Charles R Moorevice president
David R Worleyvice president
Frank Foellmervice president
George Eharavice president
Lia Tatevosianvice president
Mark Paynevice president
Meggie Hollywoodvice president
Myrna Wagnervice president
Sheriann Murphyvice president
david k whitevice president
eric m fostervice president
Rachael AwbrySecretary
Bradley K PETERSONTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,487,250
Program Service Revenue
$80,274
Investment Income
$33,892
Other Revenue
$0
All Other Contributions
$1,011,260
Change in Net Assets
$608,692

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Miscellaneous1$53,700Fair Market Value (FMV)
Total Noncash Contributions1$53,700-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$977,091
Other Expenses$15,633
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$977,091--$977,091
Fees for Services Accounting-$3,950$0$3,950
Other Expenses-$150-$150
Total Functional Expenses$977,091$15,633$0$992,724
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Statement a--See Statement a$594,517
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$341,377
Fundraising Gross Income$341,377
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
golf tournament$266,585$110,918$43,234$67,684
golf tournament$184,282$84,105$38,771$45,334
Total Events$817,368$341,377$341,377-
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 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
% BRAD PETERSON
Phone
4159841248
Address
260 Townsend Street 5th FL, San Francisco, CA 94107

Signing Officer

Name
Brad Peterson
Title
CFO
Phone
4159841248
Signed
2018-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Peterson
Formed
2002
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
Employees
0
Volunteers
50

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LANE STE 150, WALNUT CREEK, CA 94598
Preparer
Jennifer Lundberg
Phone
9259415440
Raw XML AppendixShowing 400 of 540 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To build sustainable cities and neighborhoods by partnering with community-focused non-profit organizations to support health, social services, cultural education
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt01011260
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BRAD PETERSON
IRS990/BooksInCareOfDetail/PhoneNum04159841248
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0260 TOWNSEND STREET 5TH FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0san francisco
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094107
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0484714
IRS990/CashNonInterestBearingGrp/EOYAmt0978607
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0475990
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01487250
IRS990/CYGrantsAndSimilarPaidAmt0977091
IRS990/CYInvestmentIncomeAmt033892
IRS990/CYOtherExpensesAmt015633
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt080274
IRS990/CYRevenuesLessExpensesAmt0608692
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0992724
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01601416
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0UNIVERSITY GIVING The Swinerton Foundation has made a commitment to support management programs at colleges and universities across the United States. Our involvement with educational institutions centers around support for their academic programs and student scholarships for the best and brightest young students.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt051500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03950
IRS990/FeesForServicesAccountingGrp/TotalAmt03950
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0eric m foster
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES R MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANK FOELLMER
IRS990/Form990PartVIISectionAGrp/PersonNm4david k white
IRS990/Form990PartVIISectionAGrp/PersonNm5Meggie Hollywood
IRS990/Form990PartVIISectionAGrp/PersonNm6Myrna Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm7George Ehara
IRS990/Form990PartVIISectionAGrp/PersonNm8Bradley K PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9SHERIANN MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm10LORI DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm11Rachael Awbry
IRS990/Form990PartVIISectionAGrp/PersonNm12Lia Tatevosian
IRS990/Form990PartVIISectionAGrp/PersonNm13David R Worley
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt1vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt2vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt3vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt4vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt5vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt6vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt7vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt13vice president
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0475990
IRS990/FundraisingDirectExpensesAmt0341377
IRS990/FundraisingGrossIncomeAmt0341377
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt051500
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt0120316
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0977091
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0977091
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt053700
IRS990/GrossReceiptsAmt01996493
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt033892
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033892
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01274801
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01917313
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt053700
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02190583
IRS990/NetAssetsOrFundBalancesEOYAmt03000524
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0202472
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt053700
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TAXES AND LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011314
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1219
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2150
IRS990/OtherExpensesGrp/TotalAmt011314
IRS990/OtherExpensesGrp/TotalAmt1219
IRS990/OtherExpensesGrp/TotalAmt2150
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BRAD PETERSON
IRS990/PriorPeriodAdjustmentsAmt0-1223
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0UNIVERSITY GIVING PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1ANGELMAN
IRS990/ProgramServiceRevenueGrp/Desc2MISC DONATIONAS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015375
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15302
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt259597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259597
IRS990/ProgSrvcAccomActy2Grp/Desc0Adopt-a-School Program Through the Adopt-a-School Program we aim to improve vocational education in underserved schools. Swinerton volunteers work with teachers and education professionals to develop lessons that supplement their core curriculum, while offering hands-on learning experiences. In 2017, we had two schools participate in the program La Center High School in La Center, Washington, and Fremont High School in Oakland, California.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt057000
IRS990/ProgSrvcAccomActy3Grp/Desc0Community Building Program The Swinerton Foundation partners with local non-profits across the United States to provide assistanceby giving opportunities to community members to access homeownership and by preventing displacement for those who cannot afford home repairs. In 2017, we partnered with seven Rebuilding Together affiliates and one Habitat for Humanity affiliate, providing each organization with a grant and volunteers to assist in projects for underserved and disabled community members.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt083580
IRS990/ProgSrvcAccomActy3Grp/GrantAmt083580
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01173123
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0516709
IRS990/PYInvestmentIncomeAmt025829
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt035411
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt056480
IRS990/PYRevenuesLessExpensesAmt0703312
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0552120
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01255432
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0608692
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt015375
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0431068
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0224920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01487250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01173123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01258157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0541822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0623774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05084126
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025829
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08986
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010741
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt092403
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45080
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.52360
IRS990ScheduleA/PublicSupportTotal170Amt02333560
IRS990ScheduleA/SubstantialContributorsTotAmt02750566
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01487250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01173123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01258157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0541822
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0623774
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05084126
IRS990ScheduleA/TotalSupportAmt05176529
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0475991
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0100177
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0155667
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0220147
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0341377

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,120,840
Liabilities
$120,316
Net assets
$3,000,524
Revenue
$1,601,416
Expenses
$992,724
Net income
$608,692
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