Civic Intelligence

Robert and Patricia Switzer Foundation

EIN 34-1504501 • Belfast, ME

PO Box 293Belfast, ME 04915
Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.17x

Higher debt load relative to revenue than 52% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

87th percentile

$122,870

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

$10M-$25M nonprofits • Source year 2023

Asset Growth

15th percentile

-5.0%

Faster asset growth than 15% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Up

$16,996,865

Up $68,980 (+0.4%) from 2024

Liabilities

Up

$183,158

Up $1,082 (+0.6%) from 2024

Net Assets

Up

$16,813,707

Up $67,898 (+0.4%) from 2024

Revenue

Down

$1,075,746

Down $260,354 (-19%) from 2024

Expenses

Up

$1,217,572

Up $55,843 (+4.8%) from 2024

Net Income

Down

-$141,826

Down $316,197 (-181%) from 2024

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2014: $17,438,523Liabilities 2014: $155,536Net Assets 2014: $17,282,9872014Assets 2015: $17,109,326Liabilities 2015: $166,615Net Assets 2015: $16,942,7112015Assets 2016: $16,884,275Liabilities 2016: $152,820Net Assets 2016: $16,731,4552016Assets 2017: $16,536,414Liabilities 2017: $142,936Net Assets 2017: $16,393,4782017Assets 2018: $17,031,540Liabilities 2018: $154,850Net Assets 2018: $16,876,6902018Assets 2020: $16,181,037Liabilities 2020: $189,933Net Assets 2020: $15,991,1042020Assets 2021: $21,773,791Liabilities 2021: $173,794Net Assets 2021: $21,599,9972021Assets 2022: $18,391,526Liabilities 2022: $207,904Net Assets 2022: $18,183,6222022Assets 2023: $18,849,540Liabilities 2023: $182,775Net Assets 2023: $18,666,7652023Assets 2024: $16,927,885Liabilities 2024: $182,076Net Assets 2024: $16,745,8092024Assets 2025: $16,996,865Liabilities 2025: $183,158Net Assets 2025: $16,813,7072025

Highlighted filing

2025

Assets$16,996,865
Liabilities$183,158
Net Assets$16,813,707

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $797,113Expenses 2014: $1,062,970Net Income 2014: -$265,8572014Revenue 2015: $744,816Expenses 2015: $1,085,092Net Income 2015: -$340,2762015Revenue 2016: $880,993Expenses 2016: $1,092,249Net Income 2016: -$211,2562016Revenue 2017: $671,280Expenses 2017: $1,009,257Net Income 2017: -$337,9772017Revenue 2018: $1,502,938Expenses 2018: $1,019,726Net Income 2018: $483,2122018Revenue 2020: $29,947Expenses 2020: $942,763Net Income 2020: -$912,8162020Revenue 2021: $1,602,693Expenses 2021: $1,075,181Net Income 2021: $527,5122021Revenue 2022: $1,246,852Expenses 2022: $1,127,078Net Income 2022: $119,7742022Revenue 2023: $1,387,385Expenses 2023: $1,152,032Net Income 2023: $235,3532023Revenue 2024: $1,336,100Expenses 2024: $1,161,729Net Income 2024: $174,3712024Revenue 2025: $1,075,746Expenses 2025: $1,217,572Net Income 2025: -$141,8262025

Highlighted filing

2025

Revenue$1,075,746
Expenses$1,217,572
Net Income-$141,826

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah ReedExecutive DirecPT$110,190$12,680$122,870
Linda Switzer CloptonTrustee-$0--
Michael BillingsleyTrustee-$0--
Ekow EdzieTrustee-$0--
Rachel Morello-FroschVice-Chair-$0--
Scott FruinBoard Chair-$0--
Roger PerezTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Patricia Switzer Foundation
EIN
34-1504501
Phone
2073385654
Address
PO Box 293, Belfast, ME 04915

Signing Officer

Name
Sarah Reed
Title
Executive Director
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
MTA Accounting PA
Address
71 High St, Belfast, ME 04915
Preparer
David Kadonoff CPA
Phone
2073385012
Raw XML AppendixShowing 400 of 571 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/PersonNm0Linda Switzer Clopton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael Billingsley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ekow Edzie
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Roger Perez
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Sarah Reed
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Executive Direc
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sarah Reed
IRS990PF/StatementsRegardingActyGrp/PhoneNum02073385654
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.switzernetwork.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Network Convenings: The foundation fosters a growing network of alumni, environmental practitioners, and organizations by supporting professional development activities and facilitating communication and information-sharing among fellows. Activities in 2022 included three virtual events, two trainings, six affinity groups, two conference sponsorships, four regional gatherings, and four conference socials.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Spring Fellows Retreat: Switzer Fellows participate in two multi-day retreats which focus on building connections among fellows and developing leadership skills. The spring retreat focused on policy engagement and communications training for 20 current fellows in Washington, DC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Fall Fellows Retreat: Switzer Fellows participate in two multi-day retreats which focus on building connections among fellows and developing leadership skills. The fall retreat focused on building community among fellows, creating connections to the Switzer Network, and exploring leadership through an equity lens for 20 current fellows in Santa Rosa, CA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Other Program Consultants: The foundation paid stipends to 42 Switzer Network alumni for their contributions to foundation program activities, including serving on the Fellows Advisory Committee, providing feedback on the foundations website design, and planning and hosting network convenings.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt023399
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt053375
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt059172
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt031200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A grant proposal must be formulated collaboratively with a Switzer Fellow, followed by direct phone or email contact with the Switzer Foundation to summarize the project. A written concept letter will then be invited for submission. (See attached Leadership Grant Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1Each applicant must complete an online application process provided by the Foundation. The online application includes a 2-3 page original essay, two professional letters of recommendation, a current resume, current graduate academic transcripts, and an outline of the planned course of study. (See attached Fellowship Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt2Requests for Professional Development Fund grants may be made to the Switzer Foundation at any time, and an online Application Form is provided. A preliminary email or telephone conversation with the Program Director or Executive Director is advised before submitting a written request. Applications include explanation of how the opportunity will advance the fellow's career, the cost of the professional development opportunity, and the funds sought from the foundation. (See attached Professional Development Fund Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt3Interested Switzer Fellows should first send a short description of the proposed concept to foundation staff. Second, fellows should reach out to the Switzer Network for input on how to advance progress on an issue, project or policy initiative. Third, fellows should evaluate Switzer Network input and refine their idea. Once the concept is ready for development of a proposal to the Switzer Foundation, an application may be prepared and submitted, using an online application form. (See attached Network Innovation Grants Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt1[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt2[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt3[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Erin Lloyd Program Director
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1Erin Lloyd Program Director
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm2Erin Lloyd Program Director
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm3Erin Lloyd Program Director
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02073385654
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum12073385654
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum22073385654
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum32073385654
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 293
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt1PO Box 293
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt2PO Box 293
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt3PO Box 293
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Belfast
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1Belfast
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm2Belfast
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm3Belfast
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0ME
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd2ME
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd304915
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Awards are made to U.S.-based environmental organizations with 501(c)(3) status, government agencies, or educational institutions. Support for fellows doing international work may be considered as long as a U.S.-based host organization is the grantee and all the other criteria are met.Proposals must be developed jointly by the organization and a Switzer Fellow. Only fellows who have concluded their graduate program are eligible to participate in aLeadership Grant program project. The key criteria used to evaluate proposals are: 1) The project is relevant to a current and critical environmental issue; 2) The project advances the professional career of the Switzer Fellow; and 3) The project and the Switzer Fellow will help build the capacity of the organization. (See attached Leadership Grant Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1Awards are restricted to individuals that are a U.S. citizen, permanent resident, Deferred Action for Childhood Arrivals (DACA) recipient, or a refugee or asylee according to the definition provided by the U.S. Department of Homeland Security. Applicants must be enrolled as a full-time student in an accredited graduate institution located only in California or New England and have strong academic qualifications, with academic and career goals focused on environmental improvement.Fellowship applications will be reviewed using the following criteria: Environmental commitment; Applied focus; Innovative problem-solving; Leadership potential; Collaboration and engagement; Social equity awareness and experience; and Communication skills. (See attached Fellowship Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt2Awards are made to Switzer Fellows who have completed their fellowship year and are professionally employed or continuing their graduate studies with a focus on improving environmental quality. (See attached Professional Development Fund Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt3All Switzer Fellows, current or past, are eligible to apply for Network Innovation funding through their own organizations or with a strategic organizational partner. Network Innovation grants can address any environmental issue, particularly those with specific targeted outcomes in science and policy. Projects must involve at least two fellows, with one fellow designated as project lead. Fellows must engage the Switzer Network for feedback on, or engagement in, the project. (See attached Network Innovation Grants Application Procedures and Guidelines)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0March 1st & October 1st
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1The first (non-holiday) Monday in January
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt2No Deadline
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt3No Deadline
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0170000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0Fellowship Prog Grants Appr Next Yr
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0PO Box 293
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt440000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt560000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt640000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental quality and who demonstrate leadership in their field.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Grants are made for the professional development of Switzer Fellows. Funds are provided for training in non-profit management, communications, leadership, or other relevant professional skills, or for attendance at a conference or other professional activity that will clearly advance career goals. (See attached)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2The Fellowship Program is intended to support highly talented graduate students in New England and California whose studies are directed toward improving environmental quality and who demonstrate leadership in their field.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3These are grants awarded to Organizations that embody the Foundation's mission to nurture environmental leaders and support initiatives that will have direct and measurable results to improve environmental quality. (See attached)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Leadership Grant: To connect and build programs with local schools in St. Croix by providing resources and interdisciplinary educational content to local teachers.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Leadership Grant: To advance solutions that strengthen community resilence to climate change for migrant and first-generation youth.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Leadership Grant: to strategically review, analyze and provide recommendations on how Arctos can mobilize high-quality biodiversity data and create a sustainable system for long-term implementation. The results will ultimately facilitate research and impact in many disciplines including evolutionary biology, ecology, conservation, parasitology and epidemiology.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fellowship Prog Grants - Appr Prior
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Professional Development Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Fellowship Prog Grants Appr Current
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Other Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4St Croix Environmental Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Frontline Catalysts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Arctos Consortium -Community Initia
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45032 Anchor Way Suite 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54100 Redwood Road 20A-417
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61000 Broadway Suite 480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Belfast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Belfast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Belfast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Belfast
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Christiansted

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