Civic Intelligence

The Sidney a Swensrud Foundation

EIN 25-6050238 • Boston, MA

CO Choate PO Box 961019Boston, MA 02196
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$5,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

41st percentile

2.6%

Faster asset growth than 41% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

56%

Faster revenue growth than 83% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,925,606

Up $772,284 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$30,925,606

Up $772,284 (+2.6%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin75th percentile

Revenue

Up

$3,218,567

Up $1,156,053 (+56%) from 2023

Expenses

Down

$2,362,647

Down $179,383 (-7.1%) from 2023

Net Income

Up

$855,920

Up $1,335,436 (+278%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$40M$30M$20M$10M$0Assets 2010: $13,116,298Liabilities 2010: $0Net Assets 2010: $13,116,2982010Assets 2011: $14,437,362Liabilities 2011: $0Net Assets 2011: $14,437,3622011Assets 2012: $14,151,201Liabilities 2012: $0Net Assets 2012: $14,151,2012012Assets 2013: $15,343,852Liabilities 2013: $0Net Assets 2013: $15,343,8522013Assets 2014: $15,995,721Liabilities 2014: $0Net Assets 2014: $15,995,7212014Assets 2015: $34,460,837Liabilities 2015: $0Net Assets 2015: $34,460,8372015Assets 2016: $32,367,547Liabilities 2016: $0Net Assets 2016: $32,367,5472016Assets 2017: $32,490,638Liabilities 2017: $0Net Assets 2017: $32,490,6382017Assets 2018: $32,265,857Liabilities 2018: $0Net Assets 2018: $32,265,8572018Assets 2019: $32,136,875Liabilities 2019: $0Net Assets 2019: $32,136,8752019Assets 2020: $33,064,847Liabilities 2020: $0Net Assets 2020: $33,064,8472020Assets 2021: $34,200,652Liabilities 2021: $0Net Assets 2021: $34,200,6522021Assets 2022: $31,070,588Liabilities 2022: $0Net Assets 2022: $31,070,5882022Assets 2023: $30,153,322Liabilities 2023: $0Net Assets 2023: $30,153,3222023Assets 2024: $30,925,606Liabilities 2024: $0Net Assets 2024: $30,925,6062024

Highlighted filing

2024

Assets$30,925,606
Liabilities$0
Net Assets$30,925,606
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$20M$10M$0-$10MExpenses 2010: $946,5832010Expenses 2011: $792,6622011Expenses 2012: $1,462,1272012Revenue 2013: $2,290,832Expenses 2013: $1,101,182Net Income 2013: $1,189,6502013Revenue 2014: $1,831,070Expenses 2014: $1,179,201Net Income 2014: $651,8692014Revenue 2015: $19,911,249Expenses 2015: $1,446,133Net Income 2015: $18,465,1162015Revenue 2016: -$188,291Expenses 2016: $1,950,546Net Income 2016: -$2,138,8372016Revenue 2017: $2,240,191Expenses 2017: $2,106,269Net Income 2017: $133,9222017Revenue 2018: $1,898,155Expenses 2018: $2,155,460Net Income 2018: -$257,3052018Revenue 2019: $1,763,323Expenses 2019: $1,900,887Net Income 2019: -$137,5642019Revenue 2020: $2,845,690Expenses 2020: $1,863,779Net Income 2020: $981,9112020Revenue 2021: $3,383,538Expenses 2021: $2,202,879Net Income 2021: $1,180,6592021Revenue 2022: -$833,693Expenses 2022: $2,295,670Net Income 2022: -$3,129,3632022Revenue 2023: $2,062,514Expenses 2023: $2,542,030Net Income 2023: -$479,5162023Revenue 2024: $3,218,567Expenses 2024: $2,362,647Net Income 2024: $855,9202024

Highlighted filing

2024

Revenue$3,218,567
Expenses$2,362,647
Net Income$855,920
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$30,925,606
Liabilities
$0
Net assets
$30,925,606
Revenue
$3,218,567
Expenses
$2,362,647
Net income
$855,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$3.22$2.36$0.86
2023Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$2.06$2.54$0.48
2022Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$0.83$2.30$3.13
2021Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$3.38$2.20$1.18
2020Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$2.85$1.86$0.98
2019Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$1.76$1.90$0.14
2018Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$1.90$2.16$0.26
2017Detailed filing. Detailed filing data is available for this year.$32.5$0.00$32.5$2.24$2.11$0.13
2016Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$0.19$1.95$2.14
2015Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$19.9$1.45$18.5
2014Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.83$1.18$0.65
2013Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$2.29$1.10$1.19
2012Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.46
2011Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.79
2010Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS BROWNTrustee-$5,000-$5,000
NANCY S ANTHONYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sidney a Swensrud Foundation
EIN
25-6050238
Phone
6174230808
Address
CO CHOATE PO BOX 961019, BOSTON, MA 02196

Signing Officer

Name
Nancy S Anthony
Title
Trustee
Phone
6172485000
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
ONE CITIZENS PLAZA 9TH FLOOR, PROVIDENCE, RI 02903
Preparer
John T Wilmot
Phone
4016263200
Raw XML AppendixShowing 400 of 572 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/BusinessNameLine1Txt9IMMIGRATION REFORM LAW INSTITUTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16TEACH FOR AMERICA - MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17THE CATHOLIC SCHOOLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18THE CONSERVANCY OF SOUTHWEST FLORIDA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt431 MILK STREET 6TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114820 BAYSHORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121425 K ST NW SUITE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131420 NEW YORK AVENUE SUITE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1485 DEVONSHIRE STREET 8TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1540 E ADAMS ST STE 110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1767 BATTERYMARCH ST 6TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt191150 17TH STREET NW SUITE 503
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211630 SAN PABLO AVE SUITE 400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WELLESLEY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DORCHESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WASHINGTON

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