Civic Intelligence

Swanson Family Foundation

990PF • Fiscal year 2020 • EIN 20-8249043

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 08, 2021

Organization Profile
4635 N 39th PlacePhoenix, AZ 85018

(602) 740-3688

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-126%

Higher net margin than 9% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-58%

Faster asset growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-56%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$11,905

Down $16,312 (-58%) from 2019

Net Assets

Down

$11,905

Down $16,312 (-58%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$12,980

Down $16,377 (-56%) from 2019

Expenses

Down

$29,292

Down $18,105 (-38%) from 2019

Net Income

Up

-$16,312

Up $1,728 (+9.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $76,540Liabilities 2011: $02011Assets 2012: $31,031Liabilities 2012: $02012Assets 2013: $38,461Liabilities 2013: $02013Assets 2014: $21,044Liabilities 2014: $0Net Assets 2014: $21,0442014Assets 2015: $27,999Liabilities 2015: $0Net Assets 2015: $27,9992015Assets 2016: $17,362Liabilities 2016: $0Net Assets 2016: $17,3622016Assets 2017: $31,735Liabilities 2017: $0Net Assets 2017: $31,7352017Assets 2018: $46,257Liabilities 2018: $0Net Assets 2018: $46,2572018Assets 2019: $28,217Liabilities 2019: $0Net Assets 2019: $28,2172019Assets 2020: $11,905Liabilities 2020: $0Net Assets 2020: $11,9052020Assets 2021: $1,903,759Liabilities 2021: $0Net Assets 2021: $1,903,7592021Assets 2022: $1,717,394Liabilities 2022: $0Net Assets 2022: $1,717,3942022Assets 2023: $1,440,014Liabilities 2023: $0Net Assets 2023: $1,440,0142023Assets 2024: $1,110,031Liabilities 2024: $0Net Assets 2024: $1,110,0312024

Highlighted filing

2020

Assets$11,905
Liabilities$0
Net Assets$11,905
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,041Expenses 2011: $2,017Net Income 2011: -$9762011Revenue 2012: $1,462Expenses 2012: $46,971Net Income 2012: -$45,5092012Revenue 2013: $130,631Expenses 2013: $123,201Net Income 2013: $7,4302013Revenue 2014: $52,832Expenses 2014: $70,249Net Income 2014: -$17,4172014Revenue 2015: $153,508Expenses 2015: $146,553Net Income 2015: $6,9552015Revenue 2016: $29,484Expenses 2016: $40,121Net Income 2016: -$10,6372016Revenue 2017: $57,787Expenses 2017: $43,414Net Income 2017: $14,3732017Revenue 2018: $135,797Expenses 2018: $121,275Net Income 2018: $14,5222018Revenue 2019: $29,357Expenses 2019: $47,397Net Income 2019: -$18,0402019Revenue 2020: $12,980Expenses 2020: $29,292Net Income 2020: -$16,3122020Revenue 2021: $2,901,925Expenses 2021: $161,795Net Income 2021: $2,740,1302021Revenue 2022: $12,446Expenses 2022: $189,999Net Income 2022: -$177,5532022Revenue 2023: $48,417Expenses 2023: $325,797Net Income 2023: -$277,3802023Revenue 2024: $26,685Expenses 2024: $356,668Net Income 2024: -$329,9832024

Highlighted filing

2020

Revenue$12,980
Expenses$29,292
Net Income-$16,312
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY K SWANSONChairman-$0--
ROBERT JACQUESVice-PresidentPT$0--
KATHERINE ANDANSecretary-$0--
ANDREW VARELADirector-$0--
KRISTEN WADEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHIRST PROJECTPROGRAM SUPPORT501(C)(3)LOS ANGELES, CA, US$5,000
Paid GrantVALLEYWISE HEALTH FOUNDATIONPROGRAM SUPPORT501(C)(3)PHOENIX, AZ, US$2,000
Filing and Contact Details

Filer

Filer Name
Swanson Family Foundation
EIN
20-8249043
Phone
6027403688
Address
4635 N 39TH PLACE, PHOENIX, AZ 85018

Signing Officer

Name
Robert Jacques
Title
Vice-president
Phone
6027403688
Signed
2021-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
Raw XML Appendix337 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/BusinessNameLine1Txt0THIRST PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VALLEYWISE HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05478 WILSHIRE BLVD STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12901 E CAMELBACK RD 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185016
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt0926
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0119949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0145232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0145232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0273712
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0119949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042763
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038874
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029142
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028216
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0418944
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0390728
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROBERT JACQUES & MARY SWANSON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04635 N 39TH PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHOENIX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085018
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012977
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01350
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SECURITY DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BICYCLE REPAIR EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SHIRT & HAT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11448
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21494
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3643
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21494
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3643
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT JACQUES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06027403688
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWANSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0208249043
ReturnHeader/Filer/PhoneNum06027403688
ReturnHeader/Filer/USAddress/AddressLine1Txt04635 N 39TH PLACE
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341884125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04722 N 24TH ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085016
ReturnHeader/PreparerPersonGrp/PhoneNum06022646835
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A O'LOUGHLIN
ReturnHeader/ReturnTs02021-04-15T10:04:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACQUES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,905
Liabilities
$0
Net assets
$11,905
Revenue
$12,980
Expenses
$29,292
Net income
-$16,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.36$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.05$0.33$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.01$0.19$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.90$0.16$2.74
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.14$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.06$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.15$0.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.05$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.13$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.05$0.05
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.00$0.00$0.00