Civic Intelligence

John and Kathleen Sweazey Foundation

990PF • Fiscal year 2014 • EIN 30-6023655

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
59 Austin AvenueAtherton, CA 94027

(650) 366-1256

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

89th percentile

29%

Faster asset growth than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,311,229

Up $922,345 (+66%) from 2012

Net Assets

Up

$2,305,287

Up $1,317,412 (+133%) from 2012

Liabilities

Down

$5,942

Down $395,067 (-99%) from 2012

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin91st percentile

Revenue

$411,779

No earlier filing loaded for comparison.

Expenses

Down

$165,234

Down $6,368 (-3.7%) from 2012

Net Income

$246,545

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,388,884Liabilities 2012: $401,009Net Assets 2012: $987,8752012Assets 2014: $2,311,229Liabilities 2014: $5,942Net Assets 2014: $2,305,2872014Assets 2015: $1,987,212Liabilities 2015: $15,409Net Assets 2015: $1,971,8032015Assets 2016: $2,354,423Liabilities 2016: $0Net Assets 2016: $2,354,4232016Assets 2017: $2,622,804Liabilities 2017: $0Net Assets 2017: $2,622,8042017Assets 2019: $2,371,566Liabilities 2019: $0Net Assets 2019: $2,371,5662019Assets 2020: $2,014,558Liabilities 2020: $0Net Assets 2020: $2,014,5582020Assets 2021: $2,481,697Liabilities 2021: $0Net Assets 2021: $2,481,6972021Assets 2022: $2,153,299Liabilities 2022: $0Net Assets 2022: $2,153,2992022Assets 2023: $2,770,136Liabilities 2023: $0Net Assets 2023: $2,770,1362023Assets 2024: $2,861,338Liabilities 2024: $0Net Assets 2024: $2,861,3382024

Highlighted filing

2014

Assets$2,311,229
Liabilities$5,942
Net Assets$2,305,287
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2012: $171,6022012Revenue 2014: $411,779Expenses 2014: $165,234Net Income 2014: $246,5452014Revenue 2015: $197,760Expenses 2015: $190,619Net Income 2015: $7,1412015Revenue 2016: -$21,989Expenses 2016: $168,498Net Income 2016: -$190,4872016Revenue 2017: $33,065Expenses 2017: $159,845Net Income 2017: -$126,7802017Revenue 2019: -$5,077Expenses 2019: $127,830Net Income 2019: -$132,9072019Revenue 2020: $78,394Expenses 2020: $78,935Net Income 2020: -$5412020Revenue 2021: -$1,933Expenses 2021: $122,792Net Income 2021: -$124,7252021Revenue 2022: $7,754Expenses 2022: $121,995Net Income 2022: -$114,2412022Revenue 2023: -$7,217Expenses 2023: $107,085Net Income 2023: -$114,3022023Revenue 2024: -$974Expenses 2024: $134,123Net Income 2024: -$135,0972024

Highlighted filing

2014

Revenue$411,779
Expenses$165,234
Net Income$246,545
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SWEAZEYTrustee-$0--
KATHLEEN SWEAZEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John and Kathleen Sweazey Foundation
EIN
30-6023655
Phone
6503661256
Address
59 AUSTIN AVENUE, ATHERTON, CA 94027

Signing Officer

Name
Kathleen Sweazey
Title
Trustee
Phone
6503661256
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Brown Adams Agbayani Llp
Address
2600 EL CAMINO REAL 600, PALO ALTO, CA 94306
Preparer
Pamela S Adams
Phone
6508571655
Raw XML Appendix307 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/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0100252
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06175
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09940
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100252
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09940
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017542
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01981
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01004254
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT - NO TAX CONSEQUENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PASSTHROUGH - INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt151314
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt151314
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt236
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0162380
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt044
TaxesSchedule/TaxesDetail/Amt111582
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt044
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12902
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN SWEAZEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06503661256
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN AND KATHLEEN SWEAZEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0306023655
ReturnHeader/Filer/PhoneNum06503661256
ReturnHeader/Filer/USAddress/AddressLine1Txt059 AUSTIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0ATHERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770232559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN ADAMS AGBAYANI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02600 EL CAMINO REAL 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06508571655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA S ADAMS
ReturnHeader/ReturnTs02015-11-16T13:15:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,311,229
Liabilities
$5,942
Net assets
$2,305,287
Revenue
$411,779
Expenses
$165,234
Net income
$246,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.00$0.13$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.01$0.11$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.01$0.12$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.00$0.12$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.08$0.08$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.01$0.13$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.03$0.16$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.02$0.17$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$0.20$0.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.01$2.31$0.41$0.17$0.25
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.40$0.99$0.17