Civic Intelligence

The Zwick Foundation Inc

EIN 22-3349583 • Santa Barbara, CA

4630 Via HuertoSanta Barbara, CA 93110
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

81st percentile

26%

Faster asset growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

204%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$102,757

Up $20,891 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$102,757

Up $20,891 (+26%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Up

$26,190

Up $17,577 (+204%) from 2023

Expenses

Down

$5,299

Down $1,702 (-24%) from 2023

Net Income

Up

$20,891

Up $19,279 (+1196%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$1.0M$500K$0Assets 2011: $904,336Liabilities 2011: $30Net Assets 2011: $904,3062011Assets 2012: $686,488Liabilities 2012: $0Net Assets 2012: $686,4882012Assets 2013: $450,811Liabilities 2013: $0Net Assets 2013: $450,8112013Assets 2014: $278,331Liabilities 2014: $0Net Assets 2014: $278,3312014Assets 2015: $130,123Liabilities 2015: $0Net Assets 2015: $130,1232015Assets 2016: $93,790Liabilities 2016: $0Net Assets 2016: $93,7902016Assets 2017: $88,197Liabilities 2017: $0Net Assets 2017: $88,1972017Assets 2018: $81,430Liabilities 2018: $0Net Assets 2018: $81,4302018Assets 2019: $70,454Liabilities 2019: $0Net Assets 2019: $70,4542019Assets 2020: $67,954Liabilities 2020: $0Net Assets 2020: $67,9542020Assets 2021: $82,271Liabilities 2021: $0Net Assets 2021: $82,2712021Assets 2022: $80,254Liabilities 2022: $0Net Assets 2022: $80,2542022Assets 2023: $81,866Liabilities 2023: $0Net Assets 2023: $81,8662023Assets 2024: $102,757Liabilities 2024: $0Net Assets 2024: $102,7572024

Highlighted filing

2024

Assets$102,757
Liabilities$0
Net Assets$102,757
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $324,6892011Expenses 2012: $269,9422012Revenue 2013: $48,905Expenses 2013: $284,582Net Income 2013: -$235,6772013Revenue 2014: $21,813Expenses 2014: $194,293Net Income 2014: -$172,4802014Revenue 2015: $5,330Expenses 2015: $153,538Net Income 2015: -$148,2082015Revenue 2016: $32,088Expenses 2016: $68,421Net Income 2016: -$36,3332016Revenue 2017: $28,101Expenses 2017: $33,694Net Income 2017: -$5,5932017Revenue 2018: $8,665Expenses 2018: $7,225Net Income 2018: $1,4402018Revenue 2019: $20,064Expenses 2019: $31,040Net Income 2019: -$10,9762019Revenue 2020: $4,060Expenses 2020: $6,560Net Income 2020: -$2,5002020Revenue 2021: $27,034Expenses 2021: $12,717Net Income 2021: $14,3172021Revenue 2022: $4,422Expenses 2022: $6,439Net Income 2022: -$2,0172022Revenue 2023: $8,613Expenses 2023: $7,001Net Income 2023: $1,6122023Revenue 2024: $26,190Expenses 2024: $5,299Net Income 2024: $20,8912024

Highlighted filing

2024

Revenue$26,190
Expenses$5,299
Net Income$20,891
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$102,757
Liabilities
$0
Net assets
$102,757
Revenue
$26,190
Expenses
$5,299
Net income
$20,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.26$0.05$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.09$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.27$0.13$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.20$0.31$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.09$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.28$0.34$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.32$0.68$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$1.54$1.48
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.22$1.94$1.72
2013Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.49$2.85$2.36
2012Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$2.70
2011Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$3.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 19, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS ZWICKPresident-$0--
MELANIE ZWICKSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Zwick Foundation Inc
EIN
22-3349583
Phone
8056986180
Address
4630 VIA HUERTO, SANTA BARBARA, CA 93110

Signing Officer

Name
Nicholas Zwick
Title
President
Phone
8056986180
Signed
2025-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
15950 N DALLAS PKWY 600, DALLAS, TX 75248
Preparer
Florence Vo
Phone
9726611843
Raw XML Appendix287 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02442
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018175
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06489
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02099
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02442
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013785
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020274
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt069
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ARTESIAN INTERNATIONAL FD INTL FD
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MF TWEEDY BROWN FD INC GLOBAL VALUE FD
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt069
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt069
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02326
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1330
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS ZWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08056986180
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ZWICK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ZWIC
ReturnHeader/Filer/EIN0223349583
ReturnHeader/Filer/PhoneNum08056986180
ReturnHeader/Filer/USAddress/AddressLine1Txt04630 VIA HUERTO
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015950 N DALLAS PKWY 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075248
ReturnHeader/PreparerPersonGrp/PhoneNum09726611843
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FLORENCE VO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-30T12:27:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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