Civic Intelligence

John and Kathleen Sweazey Foundation

990PF • Fiscal year 2023 • EIN 30-6023655

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 19, 2024

Organization Profile
59 Austin AvenueAtherton, CA 94027

(650) 465-5389

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

1584%

Higher net margin than 100% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,770,136

Up $616,837 (+29%) from 2022

Net Assets

Up

$2,770,136

Up $616,837 (+29%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,217

Down $14,971 (-193%) from 2022

Expenses

Down

$107,085

Down $14,910 (-12%) from 2022

Net Income

Down

-$114,302

Down $61 (-0.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2023

Assets$2,770,136
Liabilities$0
Net Assets$2,770,136
Open 2023 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

2023

Revenue-$7,217
Expenses$107,085
Net Income-$114,302
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 19, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SWEAZEYTrustee-$0--
KATHLEEN SWEAZEYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSONOMA VALLEY MENTORING ALLIANCECHARITABLE DONATION501(C)(3)SONOMA, CA, US$25,000
Paid GrantYOUTH TENNIS ADVANTAGECHARITABLE DONATION501(C)(3)SAN FRANCISCO, CA, US$25,000
Paid GrantSONOMA INTERNATIONAL FILM FESTIVALCHARITABLE DONATION501(C)(3)SONOMA, CA, US$12,000
Paid GrantBOYS AND GIRLS CLUB OF COASTSIDECHARITABLE DONATION501(C)(3)HALF MOON BAY, CA, US$10,000
Paid GrantKQEDCHARITABLE DONATION501(C)(3)SAN FRANCISCO, CA, US$9,000
Paid GrantEVERYTOWNCHARITABLE DONATION501(C)(3)NEW YORK, NY, US$5,000
Paid GrantMARSHMALLOW MINDSCHARITABLE DONATION501(C)(3)SUNNYVALE, CA, US$5,000
Paid GrantTHE INSEAD MANAGEMENT EDUCATION FOUNDATIONCHARITABLE DONATION501(C)(3)NEW YORK, NY, US$5,000
Paid GrantTHE ART OF YOGACHARITABLE DONATION501(C)(3)REDWOOD CITY, CA, US$2,500
Paid GrantTHE MICHAEL J FOX FOUNDATIONCHARITABLE DONATION501(C)(3)NEW YORK, NY, US$2,030
Paid GrantLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTHCHARITABLE DONATION501(C)(3)PALO ALTO, CA, US$1,000
Paid GrantALZHEIMERS ASSOCIATIONCHARITABLE DONATION501(C)(3)CHICAGO, IL, US$500
Filing and Contact Details

Filer

Filer Name
The Sweazey Foundation
EIN
30-6023655
Phone
6504655389
Address
59 AUSTIN AVENUE, ATHERTON, CA 94027

Signing Officer

Name
Kathleen Sweazey
Title
Trustee
Phone
6503661256
Signed
2024-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
2570 W EL CAMINO REAL SUITE 640, MOUNTAIN VIEW, CA 94040
Preparer
Norleen S Bounds
Phone
6508571655
Raw XML Appendix366 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN SWEAZEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHLEEN SWEAZEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SONOMA INTERNATIONAL FILM FESTIVAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
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ReturnHeader/ReturnTs02024-02-19T17:24:23-06:00
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ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,770,136
Liabilities
$0
Net assets
$2,770,136
Revenue
-$7,217
Expenses
$107,085
Net income
-$114,302
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
2023Detailed filing. Detailed filing data is available for this year.$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