Civic Intelligence

The Swinerton Foundation

990 • Fiscal year 2018 • EIN 03-0490864

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

(415) 984-1248

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,325,084

Flat from 2018

Net Assets

Flat

$3,325,084

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$1,677,848

Flat from 2018

Expenses

Flat

$1,185,265

Flat from 2018

Net Income

Flat

$492,583

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$3,325,084
Liabilities$0
Net Assets$3,325,084
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$1,677,848
Expenses$1,185,265
Net Income$492,583
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$2,086,758
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$1,917,313$2,109,033▲ $191,720
Cash and Non-Interest-Bearing Accounts$978,607$902,163▼ $76,444
Savings and Temporary Cash Investments$224,920$313,888▲ $88,968
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$3,120,840$3,325,084▲ $204,244
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$120,316$0▼ $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$120,316$0▼ $120,316
Net Assets / Fund Balance
Unrestricted Net Assets$3,000,524$3,325,084▲ $324,560
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$3,000,524$3,325,084▲ $324,560
Total Liabilities and Net Assets / Fund Balance$3,120,840$3,325,084▲ $204,244
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,597,421
Program Service Revenue
$31,127
Investment Income
$49,300
Other Revenue
$0
All Other Contributions
$1,162,244
Change in Net Assets
$492,583

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,139,244
Other Expenses$46,021
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,139,244--$1,139,244
Other Expenses-$10,178-$10,178
All Other Expenses-$5,037-$5,037
Total Functional Expenses$1,139,244$46,021$0$1,185,265
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Statement a--See Statement a$372,370
Grants under 5K----
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$408,910
Fundraising Gross Income$408,910
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
golf tournament$174,250$73,015$17,590$55,425
golf tournament$56,200$9,952-$9,952
Total Events$844,086$408,909$408,909-
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
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Peterson
Formed
2002
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
0
Employees
0
Volunteers
50

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LN STE 150, WALNUT CREEK, CA 94598
Preparer
Jennifer Lundberg
Phone
9259415440
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
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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
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03000524
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-168614
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SQUARE FEES
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IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/Desc3HOSTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07003
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123617
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2186
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310178
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IRS990/OtherExpensesGrp/TotalAmt123617
IRS990/OtherExpensesGrp/TotalAmt2186
IRS990/OtherExpensesGrp/TotalAmt310178
IRS990/OtherLiabilitiesGrp/BOYAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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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/PriorPeriodAdjustmentsAmt0591
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0UNIVERSITY GIVING PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1MISC DONATIONAS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019976
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111151
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 2018, 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/ExpenseAmt010267
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010267
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 2018, we partnered with four 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.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt05040
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01487250
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0977091
IRS990/PYInvestmentIncomeAmt033892
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IRS990/PYOtherExpensesAmt015633
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt080274
IRS990/PYRevenuesLessExpensesAmt0608692
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01601416
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt019976
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0224920
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0313888
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01487250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01173123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01258157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0541822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06057773

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,325,084
Liabilities
$0
Net assets
$3,325,084
Revenue
$1,677,848
Expenses
$1,185,265
Net income
$492,583
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
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