Civic Intelligence

Swartz Foundation

990T • Fiscal year 2023 • EIN 04-3255974

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
CO Fwp 2310 Washington St 3rd FLNewton, MA 02462

(617) 602-1901

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $227,336,863Liabilities 2011: $02011Assets 2012: $213,825,374Liabilities 2012: $02012Assets 2013: $203,526,923Liabilities 2013: $02013Assets 2014: $185,031,505Liabilities 2014: $02014Assets 2015: $187,430,320Liabilities 2015: $02015Assets 2019: $177,340,512Liabilities 2019: $02019Assets 2020: $176,638,868Liabilities 2020: $0Net Assets 2020: $176,638,8682020Assets 2021: $192,978,017Liabilities 2021: $0Net Assets 2021: $192,978,0172021Assets 2022: $195,438,630Liabilities 2022: $0Net Assets 2022: $195,438,6302022Assets 2023: $210,367,347Liabilities 2023: $0Net Assets 2023: $210,367,3472023Assets 2024: $220,801,315Liabilities 2024: $0Net Assets 2024: $220,801,3152024

Latest loaded filing

2024

Assets$220,801,315
Liabilities$0
Net Assets$220,801,315
Open 2024 Filing

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $115,247,516Expenses 2011: $16,896,046Net Income 2011: $98,351,4702011Revenue 2012: $8,470,942Expenses 2012: $17,349,933Net Income 2012: -$8,878,9912012Revenue 2013: $20,599,825Expenses 2013: $13,339,287Net Income 2013: $7,260,5382013Revenue 2014: $7,961,484Expenses 2014: $31,631,092Net Income 2014: -$23,669,6082014Revenue 2015: $4,291,054Expenses 2015: $6,505,009Net Income 2015: -$2,213,9552015Revenue 2019: $10,293,350Expenses 2019: $8,188,956Net Income 2019: $2,104,3942019Revenue 2020: $12,876,168Expenses 2020: $9,226,547Net Income 2020: $3,649,6212020Revenue 2021: $21,718,732Expenses 2021: $5,579,526Net Income 2021: $16,139,2062021Revenue 2022: $17,509,121Expenses 2022: $1,852,118Net Income 2022: $15,657,0032022Revenue 2023: $11,556,492Expenses 2023: $10,202,308Net Income 2023: $1,354,1842023Revenue 2024: $23,722,214Expenses 2024: $13,328,988Net Income 2024: $10,393,2262024

Latest loaded filing

2024

Revenue$23,722,214
Expenses$13,328,988
Net Income$10,393,226
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Swartz Foundation
EIN
04-3255974
Phone
6176021901
Address
CO FWP 2310 WASHINGTON ST 3RD FL, NEWTON, MA 02462

Signing Officer

Name
Sidney Swartz
Title
Trustee
Phone
6176021901
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Daigle & Associates Llp
Address
176 FEDERAL STREET - 3RD FL, BOSTON, MA 02110
Preparer
Melissa S Peirce
Phone
6176193350
Raw XML Appendix202 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/ReturnTs02024-11-15T10:20:05-06:00
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ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$221$0.00$221$23.7$13.3$10.4
2023Detailed filing. Detailed filing data is available for this year.$210$0.00$210$11.6$10.2$1.35
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$195$0.00$195$17.5$1.85$15.7
2021Detailed filing. Detailed filing data is available for this year.$193$0.00$193$21.7$5.58$16.1
2020Detailed filing. Detailed filing data is available for this year.$177$0.00$177$12.9$9.23$3.65
2019Summary only. Only limited summary data is available for this year.$177$0.00$10.3$8.19$2.10
2015Summary only. Only limited summary data is available for this year.$187$0.00$4.29$6.51$2.21
2014Summary only. Only limited summary data is available for this year.$185$0.00$7.96$31.6$23.7
2013Summary only. Only limited summary data is available for this year.$204$0.00$20.6$13.3$7.26
2012Summary only. Only limited summary data is available for this year.$214$0.00$8.47$17.3$8.88
2011Summary only. Only limited summary data is available for this year.$227$0.00$115$16.9$98.4