Civic Intelligence

Swart Family Foundation

EIN 26-6046163 • Sarasota, FL

1435 Pine Bay DriveSarasota, FL 34236
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

74%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,511,725

Up $457,638 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,511,725

Up $457,638 (+15%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin93rd percentile

Revenue

Up

$636,725

Up $270,521 (+74%) from 2023

Expenses

Down

$179,087

Down $42,530 (-19%) from 2023

Net Income

Up

$457,638

Up $313,051 (+217%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $523,446Liabilities 2011: $0Net Assets 2011: $523,4462011Assets 2012: $814,073Liabilities 2012: $0Net Assets 2012: $814,0732012Assets 2013: $1,637,783Liabilities 2013: $0Net Assets 2013: $1,637,7832013Assets 2014: $1,619,153Liabilities 2014: $0Net Assets 2014: $1,619,1532014Assets 2015: $1,661,096Liabilities 2015: $0Net Assets 2015: $1,661,0962015Assets 2016: $1,657,710Liabilities 2016: $0Net Assets 2016: $1,657,7102016Assets 2017: $1,993,062Liabilities 2017: $0Net Assets 2017: $1,993,0622017Assets 2018: $2,121,527Liabilities 2018: $0Net Assets 2018: $2,121,5272018Assets 2019: $2,214,565Liabilities 2019: $0Net Assets 2019: $2,214,5652019Assets 2020: $2,349,324Liabilities 2020: $0Net Assets 2020: $2,349,3242020Assets 2021: $2,901,214Liabilities 2021: $0Net Assets 2021: $2,901,2142021Assets 2022: $2,909,500Liabilities 2022: $0Net Assets 2022: $2,909,5002022Assets 2023: $3,054,087Liabilities 2023: $0Net Assets 2023: $3,054,0872023Assets 2024: $3,511,725Liabilities 2024: $0Net Assets 2024: $3,511,7252024

Highlighted filing

2024

Assets$3,511,725
Liabilities$0
Net Assets$3,511,725
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $168,6882011Expenses 2012: $95,1242012Revenue 2013: $936,022Expenses 2013: $112,312Net Income 2013: $823,7102013Revenue 2014: $54,983Expenses 2014: $73,613Net Income 2014: -$18,6302014Revenue 2015: $92,584Expenses 2015: $50,641Net Income 2015: $41,9432015Revenue 2016: $64,674Expenses 2016: $19,996Net Income 2016: $44,6782016Revenue 2017: $379,339Expenses 2017: $43,987Net Income 2017: $335,3522017Revenue 2018: $245,409Expenses 2018: $116,944Net Income 2018: $128,4652018Revenue 2019: $241,400Expenses 2019: $148,362Net Income 2019: $93,0382019Revenue 2020: $300,762Expenses 2020: $166,003Net Income 2020: $134,7592020Revenue 2021: $766,794Expenses 2021: $214,904Net Income 2021: $551,8902021Revenue 2022: $230,250Expenses 2022: $221,964Net Income 2022: $8,2862022Revenue 2023: $366,204Expenses 2023: $221,617Net Income 2023: $144,5872023Revenue 2024: $636,725Expenses 2024: $179,087Net Income 2024: $457,6382024

Highlighted filing

2024

Revenue$636,725
Expenses$179,087
Net Income$457,638
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,511,725
Liabilities
$0
Net assets
$3,511,725
Revenue
$636,725
Expenses
$179,087
Net income
$457,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.64$0.18$0.46
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.37$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.23$0.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.77$0.21$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.30$0.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.24$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.25$0.12$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.38$0.04$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.06$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.05$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.94$0.11$0.82
2012Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.17
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 Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy C SwartTrustee-$0--
Raymond E SwartTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Swart Family Foundation
EIN
26-6046163
Phone
9413591213
Address
1435 Pine Bay Drive, Sarasota, FL 34236

Signing Officer

Name
Nancy C Swart
Title
Trustee
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cs&l Cpas
Address
101 E KENNEDY BOULEVARD SUITE 1460, TAMPA, FL 33602
Preparer
Susan O Thompson
Phone
8134904490
Raw XML Appendix309 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/RecipientUSAddress/AddressLine1Txt11534 Mound Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26155 Fountain Valley School Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 638
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57204 SE County Road 234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chevy Chase
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Cashiers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Cashiers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532641
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0154000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0154000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0218691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0234
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029351
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0154000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029351
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035340
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Nancy C Swart
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Nancy C Swart
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01435 Pine Bay Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11435 Pine Bay Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Sarasota
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Sarasota
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd134236
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0133672
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1146062
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0133672
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1146062
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0398 Shares of AON PLC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1880 Shares of Pepsi Co
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-08-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-01-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0152
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0152
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020702
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020702
TaxesSchedule/TaxesDetail/Amt0285
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0285
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy C Swart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swart Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWAR
ReturnHeader/Filer/EIN0266046163
ReturnHeader/Filer/PhoneNum09413591213
ReturnHeader/Filer/USAddress/AddressLine1Txt01435 Pine Bay Drive
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592142260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CS&L CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 E KENNEDY BOULEVARD SUITE 1460
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08134904490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan O Thompson
ReturnHeader/ReturnTs02025-11-13T08:17:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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