Civic Intelligence

Swenson Foundation

990PF • Fiscal year 2023 • EIN 46-5660888

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 09, 2024

Organization Profile
18510 Beck AvenueMonte Sereno, CA 95030

(408) 639-1100

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-6479%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-59%

Faster asset growth than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-91%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$52,892

Down $75,808 (-59%) from 2022

Net Assets

Down

$52,892

Down $75,808 (-59%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

Down

$1,170

Down $12,120 (-91%) from 2022

Expenses

Up

$76,978

Up $72,962 (+1817%) from 2022

Net Income

Down

-$75,808

Down $85,082 (-917%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$300K$200K$100K$0Assets 2014: $10,000Liabilities 2014: $02014Assets 2015: $24,874Liabilities 2015: $0Net Assets 2015: $24,8742015Assets 2016: $71,748Liabilities 2016: $0Net Assets 2016: $71,7482016Assets 2017: $94,748Liabilities 2017: $0Net Assets 2017: $94,7482017Assets 2018: $244,748Liabilities 2018: $0Net Assets 2018: $244,7482018Assets 2019: $234,426Liabilities 2019: $0Net Assets 2019: $234,4262019Assets 2020: $119,426Liabilities 2020: $0Net Assets 2020: $119,4262020Assets 2021: $119,426Liabilities 2021: $0Net Assets 2021: $119,4262021Assets 2022: $128,700Liabilities 2022: $0Net Assets 2022: $128,7002022Assets 2023: $52,892Liabilities 2023: $0Net Assets 2023: $52,8922023Assets 2024: $42,222Liabilities 2024: $0Net Assets 2024: $42,2222024

Highlighted filing

2023

Assets$52,892
Liabilities$0
Net Assets$52,892
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100K-$200KRevenue 2014: $10,000Expenses 2014: $0Net Income 2014: $10,0002014Revenue 2015: $15,010Expenses 2015: $136Net Income 2015: $14,8742015Revenue 2016: $66,045Expenses 2016: $19,171Net Income 2016: $46,8742016Revenue 2017: $35,035Expenses 2017: $12,035Net Income 2017: $23,0002017Revenue 2018: $151,378Expenses 2018: $1,378Net Income 2018: $150,0002018Revenue 2019: $970Expenses 2019: $11,292Net Income 2019: -$10,3222019Revenue 2020: $1,273Expenses 2020: $116,273Net Income 2020: -$115,0002020Revenue 2021: $1,272Expenses 2021: $1,272Net Income 2021: $02021Revenue 2022: $13,290Expenses 2022: $4,016Net Income 2022: $9,2742022Revenue 2023: $1,170Expenses 2023: $76,978Net Income 2023: -$75,8082023Revenue 2024: $1,825Expenses 2024: $12,495Net Income 2024: -$10,6702024

Highlighted filing

2023

Revenue$1,170
Expenses$76,978
Net Income-$75,808
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 9, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA SWENSONPresident/Secty/Director-$0--
CASE SWENSONCFO/Director-$0--
Filing and Contact Details

Filer

Filer Name
Swenson Foundation
EIN
46-5660888
Phone
4086391100
Address
18510 BECK AVENUE, MONTE SERENO, CA 95030

Signing Officer

Name
Lisa Swenson
Title
President
Phone
4086391100
Signed
2024-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Seeba & Associates Inccpas
Address
1825 HAMILTON AVE, SAN JOSE, CA 95125-5624
Preparer
Kitty Mak CPA
Phone
4082647800
Raw XML Appendix273 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 900-PF PART VI-A QUESTION 5
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUBSTANTIAL CONTRACTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION HAD A SUBTANTIAL CONTRACTION THROUGH SIGNIFICANT GRANTS MADE TOTALLING TO GREATER THAN 25% OF FMV OF NET ASSET AT THE BEGINNING OF THE YEAR.GRANTS AWARDED WERE 59% OF BEGINNING OF THE YEAR ASSETS. THE FOUNDATION EXPECTS ADDITIONAL FUTURE CONTRIBUTIONS FROM DONORS.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0107323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0178751
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0107323
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071428
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0178751
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107323
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CREDIT CARD CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0283
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SWENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04086391100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWENSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWEN
ReturnHeader/Filer/EIN0465660888
ReturnHeader/Filer/PhoneNum04086391100
ReturnHeader/Filer/USAddress/AddressLine1Txt018510 BECK AVENUE
ReturnHeader/Filer/USAddress/CityNm0MONTE SERENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942767324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEEBA & ASSOCIATES INCCPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01825 HAMILTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951255624
ReturnHeader/PreparerPersonGrp/PhoneNum04082647800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KITTY MAK CPA
ReturnHeader/ReturnTs02024-08-02T15:26:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$52,892
Liabilities
$0
Net assets
$52,892
Revenue
$1,170
Expenses
$76,978
Net income
-$75,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.12$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.01$0.77$0.76
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.13$0.04$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01$1.16$1.15
2019Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.01$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.51$0.01$1.50
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.35$0.12$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.66$0.19$0.47
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.15$0.00$0.15
2014Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.00$0.10