Civic Intelligence

The James and Ann Swinehart Foundation

EIN 20-8004447 • San Francisco, CA

301 Chestnut StSan Francisco, CA 94133
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

56th percentile

7.5%

Higher net margin than 56% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

93rd percentile

69%

Faster asset growth than 93% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

329%

Faster revenue growth than 96% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$555,533

Up $226,646 (+69%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$555,533

Up $226,646 (+69%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin56th percentile

Revenue

Up

$433,124

Up $332,192 (+329%) from 2023

Expenses

Up

$400,531

Up $374,376 (+1431%) from 2023

Net Income

Down

$32,593

Down $42,184 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$600K$400K$200K$0Assets 2011: $485,750Liabilities 2011: $02011Assets 2012: $519,936Liabilities 2012: $02012Assets 2013: $507,106Liabilities 2013: $02013Assets 2014: $396,372Liabilities 2014: $02014Assets 2015: $385,609Liabilities 2015: $0Net Assets 2015: $385,6092015Assets 2016: $376,906Liabilities 2016: $0Net Assets 2016: $376,9062016Assets 2017: $377,157Liabilities 2017: $0Net Assets 2017: $377,1572017Assets 2018: $372,516Liabilities 2018: $0Net Assets 2018: $372,5162018Assets 2019: $339,076Liabilities 2019: $0Net Assets 2019: $339,0762019Assets 2020: $336,582Liabilities 2020: $0Net Assets 2020: $336,5822020Assets 2021: $298,659Liabilities 2021: $50Net Assets 2021: $298,6092021Assets 2022: $254,110Liabilities 2022: $0Net Assets 2022: $254,1102022Assets 2023: $328,887Liabilities 2023: $0Net Assets 2023: $328,8872023Assets 2024: $555,533Liabilities 2024: $0Net Assets 2024: $555,5332024

Highlighted filing

2024

Assets$555,533
Liabilities$0
Net Assets$555,533
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $42,080Expenses 2011: $37,105Net Income 2011: $4,9752011Revenue 2012: $87,625Expenses 2012: $53,439Net Income 2012: $34,1862012Revenue 2013: $14,427Expenses 2013: $27,257Net Income 2013: -$12,8302013Revenue 2014: $14,366Expenses 2014: $125,100Net Income 2014: -$110,7342014Revenue 2015: $15,286Expenses 2015: $26,049Net Income 2015: -$10,7632015Revenue 2016: $16,790Expenses 2016: $25,493Net Income 2016: -$8,7032016Revenue 2017: $25,642Expenses 2017: $25,391Net Income 2017: $2512017Revenue 2018: $71,338Expenses 2018: $75,979Net Income 2018: -$4,6412018Revenue 2019: $22,865Expenses 2019: $56,305Net Income 2019: -$33,4402019Revenue 2020: $24,259Expenses 2020: $26,753Net Income 2020: -$2,4942020Revenue 2021: $67,250Expenses 2021: $874,036Net Income 2021: -$806,7862021Revenue 2022: $43,291Expenses 2022: $87,790Net Income 2022: -$44,4992022Revenue 2023: $100,932Expenses 2023: $26,155Net Income 2023: $74,7772023Revenue 2024: $433,124Expenses 2024: $400,531Net Income 2024: $32,5932024

Highlighted filing

2024

Revenue$433,124
Expenses$400,531
Net Income$32,593
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$555,533
Liabilities
$0
Net assets
$555,533
Revenue
$433,124
Expenses
$400,531
Net income
$32,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$4.33$4.01$0.33
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$1.01$0.26$0.75
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.43$0.88$0.44
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.67$8.74$8.07
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.24$0.27$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.23$0.56$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.71$0.76$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.26$0.25$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.17$0.25$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.15$0.26$0.11
2014Summary only. Only limited summary data is available for this year.$3.96$0.00$0.14$1.25$1.11
2013Summary only. Only limited summary data is available for this year.$5.07$0.00$0.14$0.27$0.13
2012Summary only. Only limited summary data is available for this year.$5.20$0.00$0.88$0.53$0.34
2011Summary only. Only limited summary data is available for this year.$4.86$0.00$0.42$0.37$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 19, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN CHOLETTEPresident & Secretary-$0--
SUZANNE DAHL-CRUMPLERVice President-$0--
Filing and Contact Details

Filer

Filer Name
The James and Ann Swinehart Foundation
EIN
20-8004447
Phone
4153625990
Address
301 CHESTNUT ST, SAN FRANCISCO, CA 94133

Signing Officer

Name
Susan Cholette
Title
Co-director
Phone
4153625990
Signed
2025-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Realize CPA Llp
Address
220 JACKSON STREET FLOOR 2, SAN FRANCISCO, CA 94111
Preparer
Stephen Duprey
Phone
4153625990
Raw XML Appendix304 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CENTER FOR ETHICAL & SUSTAINABLE BUSINESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CLINIC BY THE BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE LUSTGARTEN FOUNDATION FOR PANCREATIC CANCER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITABLE ORGANIZAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010900 EUCLID AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11600 HOLLOWAY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24877 MISSION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31111 STEWART AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CRAWFORD HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BETHPAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd311714
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0390728
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0292694
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0292694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0160795
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0258829
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt098034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0160795
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt084321
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0390728
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt098034
IRS990PF/UndistributedIncomeGrp/Taxable1Amt084321
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0258829
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0160795
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt084321
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt041536
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC. EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04330
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08659
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0235590
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0STEP UP IN BASIS/GAIN ADJ
TaxesSchedule/TaxesDetail/Amt01144
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN CHOLETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04153625990
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES AND ANN SWINEHART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0208004447
ReturnHeader/Filer/PhoneNum04153625990
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 CHESTNUT ST
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943145806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REALIZE CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 JACKSON STREET FLOOR 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04153625990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN DUPREY
ReturnHeader/ReturnTs02025-02-21T21:06:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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