Civic Intelligence

Swartz Foundation Ua 110594

990PF • Fiscal year 2010 • EIN 11-6447242

Nov 01, 2009 to Oct 31, 2010 • Filed on Oct 28, 2011

199 Old Field Road11733
Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2010 filings • $10M-$25M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

2010 filings • $10M-$25M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$10,046,396

No earlier filing loaded for comparison.

Net Assets

$10,046,396

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,986,917

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.

$20M$15M$10M$5.0M$0Assets 2010: $10,046,396Liabilities 2010: $0Net Assets 2010: $10,046,3962010Assets 2011: $8,829,697Liabilities 2011: $0Net Assets 2011: $8,829,6972011Assets 2012: $16,349,810Liabilities 2012: $0Net Assets 2012: $16,349,8102012Assets 2013: $15,894,386Liabilities 2013: $0Net Assets 2013: $15,894,3862013Assets 2014: $14,475,929Liabilities 2014: $12014Assets 2015: $14,447,719Liabilities 2015: $1Net Assets 2015: $14,447,7192015Assets 2018: $12,417,591Liabilities 2018: $0Net Assets 2018: $12,417,5912018Assets 2019: $11,546,791Liabilities 2019: $0Net Assets 2019: $11,546,7912019Assets 2020: $9,599,666Liabilities 2020: $1Net Assets 2020: $9,599,6662020Assets 2021: $9,800,286Liabilities 2021: $1Net Assets 2021: $9,800,2862021Assets 2022: $6,224,411Liabilities 2022: $1Net Assets 2022: $6,224,4112022Assets 2023: $4,851,571Liabilities 2023: $12023Assets 2024: $3,671,611Liabilities 2024: $0Net Assets 2024: $3,671,6112024

Highlighted filing

2010

Assets$10,046,396
Liabilities$0
Net Assets$10,046,396

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,986,9172010Expenses 2011: $2,075,0492011Expenses 2012: $2,154,9642012Revenue 2013: $559,497Expenses 2013: $2,931,802Net Income 2013: -$2,372,3052013Revenue 2014: $691,559Expenses 2014: $2,559,913Net Income 2014: -$1,868,3542014Revenue 2015: $959,293Expenses 2015: $1,925,701Net Income 2015: -$966,4082015Revenue 2018: $1,356,983Expenses 2018: $1,588,739Net Income 2018: -$231,7562018Revenue 2019: $974,085Expenses 2019: $2,096,770Net Income 2019: -$1,122,6852019Revenue 2020: $373,640Expenses 2020: $2,360,215Net Income 2020: -$1,986,5752020Revenue 2021: $639,142Expenses 2021: $1,955,059Net Income 2021: -$1,315,9172021Revenue 2022: $1,229,155Expenses 2022: $1,745,908Net Income 2022: -$516,7532022Revenue 2023: $82,521Expenses 2023: $1,840,261Net Income 2023: -$1,757,7402023Revenue 2024: $436,834Expenses 2024: $2,047,500Net Income 2024: -$1,610,6662024

Highlighted filing

2010

Revenue-
Expenses$1,986,917
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2009 to Oct 31, 2010
Signed
Oct 28, 2011
Return Version
2009v1.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Jerome SwartzTrusteePT$0--
James P KingTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Fund ResearchPublicCold Spring Harbor, NY, US$615,000
Paid Grant-Fund ResearchN/ALa Jolla, CA, US$510,000
Paid Grant-Fund ResearchPublicLa Jolla, CA, US$180,000
Paid Grant-Fund ResearchN/APasadena, CA, US$152,500
Paid Grant-Fund ResearchN/APrinceton, NJ, US$117,500
Paid Grant-Fund researchN/ANew Haven, CT, US$97,500
Paid Grant-Fund ResearchN/ASan Francisco, CA, US$62,500
Paid Grant-Annual conferenceN/AWaterville Valley, NH, US$15,000
Paid Grant-Fund researchN/ANew York, NY, US$7,500
Paid Grant-Brain Lecture SeriesPublicStony Brook, NY, US$7,000
Filing and Contact Details

Filer

EIN
11-6447242
Raw XML AppendixShowing 400 of 475 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Dr Jerome Swartz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1James P King
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IRS990PF/SupplementaryInformation/ContributingManager0Dr Jerome Swartz
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8152500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount9510000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Fund Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Fund research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Fund research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Fund Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Fund Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Brain Lecture Series
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Fund Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Fund Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Fund Research
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Gordon Research Conferences
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Princeton University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Yale University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Columbia University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4The Salk Institute
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5Cold Spring Harbor Laboratory
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6The Stony Brook Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7Univ of Calif San Francisco
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8California Institute of Tech
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9Univ of Calif San Diego
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1017 Tecumseh Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114 New South
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12333 Cedar Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132960 Broadway
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1410010 North Torrey Pines Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151 Bungtown Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16330 Administration
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine172130 Fulton Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18381 Holliston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine199500 Gilman Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Waterville Valley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Princeton
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2New Haven
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3New York
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4La Jolla
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Cold Spring Harbor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Stony Brook
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7San Francisco
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8Pasadena
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9La Jolla
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206520
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310027
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode492037
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode511724
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode611794
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode794117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode891125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode992093
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01764500
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
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IRS990PF/UndistributedIncome/AppliedToCurrentYear0498892
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear102938676
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202291227
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302115248
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402281092
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IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear501368083
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear010959117
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01332874
IRS990PF/UndistributedIncome/ExcessFromYear102938676
IRS990PF/UndistributedIncome/ExcessFromYear202291227
IRS990PF/UndistributedIncome/ExcessFromYear302115248
IRS990PF/UndistributedIncome/ExcessFromYear402281092
IRS990PF/UndistributedIncome/QualifyingDistributions01831766
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01332874
IRS990PF/UndistributedIncome/TotalCorpus012327200
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover010994326
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions0125000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10199 Old Field Road
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Setauket
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.44$2.05$1.61
2023Detailed filing. Detailed filing data is available for this year.$4.85$0.00$0.08$1.84$1.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.00$6.22$1.23$1.75$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.80$0.00$9.80$0.64$1.96$1.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.60$0.00$9.60$0.37$2.36$1.99
2019Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.97$2.10$1.12
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.36$1.59$0.23
2017Detailed filing. Detailed filing data is available for this year.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$0.00$14.4$0.96$1.93$0.97
2014Detailed filing. Detailed filing data is available for this year.$14.5$0.00$0.69$2.56$1.87
2013Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.56$2.93$2.37
2012Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$2.15
2011Detailed filing. Detailed filing data is available for this year.$8.83$0.00$8.83$2.08
2010Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$1.99