Civic Intelligence

Swani Family Foundation

EIN 47-5270021 • Ponte Vedra Beach, FL

Pub. 78 Eligible
961 Ponte Vedra BoulevardPonte Vedra Beach, FL 32082
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

44th percentile

1.1%

Higher net margin than 44% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

0.7%

Faster revenue growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$698,809

Up $41 (+0.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$698,809

Up $41 (+0.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin44th percentile

Revenue

Up

$3,659

Up $25 (+0.7%) from 2023

Expenses

Down

$3,618

Down $999,983 (-100%) from 2023

Net Income

Up

$41

Up $1,000,008 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,012,365Liabilities 2015: $02015Assets 2017: $195,843Liabilities 2017: $0Net Assets 2017: $195,8432017Assets 2018: $197,469Liabilities 2018: $0Net Assets 2018: $197,4692018Assets 2019: $197,458Liabilities 2019: $1Net Assets 2019: $197,4582019Assets 2020: $1,198,225Liabilities 2020: $1Net Assets 2020: $1,198,2252020Assets 2021: $2,698,203Liabilities 2021: $1Net Assets 2021: $2,698,2032021Assets 2022: $1,698,735Liabilities 2022: $1Net Assets 2022: $1,698,7352022Assets 2023: $698,768Liabilities 2023: $1Net Assets 2023: $698,7682023Assets 2024: $698,809Liabilities 2024: $0Net Assets 2024: $698,8092024

Highlighted filing

2024

Assets$698,809
Liabilities$0
Net Assets$698,809
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$5.0M$0-$5.0MRevenue 2015: $4,057,596Expenses 2015: $45,231Net Income 2015: $4,012,3652015Revenue 2017: $115,045Expenses 2017: $4,821,027Net Income 2017: -$4,705,9822017Revenue 2018: $7,687Expenses 2018: $6,061Net Income 2018: $1,6262018Revenue 2019: $5,766Expenses 2019: $5,777Net Income 2019: -$112019Revenue 2020: $1,004,849Expenses 2020: $4,082Net Income 2020: $1,000,7672020Revenue 2021: $2,004,587Expenses 2021: $504,609Net Income 2021: $1,499,9782021Revenue 2022: $11,907Expenses 2022: $1,011,375Net Income 2022: -$999,4682022Revenue 2023: $3,634Expenses 2023: $1,003,601Net Income 2023: -$999,9672023Revenue 2024: $3,659Expenses 2024: $3,618Net Income 2024: $412024

Highlighted filing

2024

Revenue$3,659
Expenses$3,618
Net Income$41
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$698,809
Liabilities
$0
Net assets
$698,809
Revenue
$3,659
Expenses
$3,618
Net income
$41
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.00$1.00$1.00
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.01$1.01$1.00
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$2.00$0.50$1.50
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.00$0.00$1.00
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.12$4.82$4.71
2015Summary only. Only limited summary data is available for this year.$4.01$0.00$4.06$0.05$4.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANJAY SWANITrustee-$0--
PREETI SWANITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Swani Family Foundation
EIN
47-5270021
Phone
9177164282
Address
961 PONTE VEDRA BOULEVARD, PONTE VEDRA BEACH, FL 32082

Signing Officer

Name
Sanjay Swani
Title
Trustee
Phone
9177164282
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Echelon Advisors LLC
Address
63 TAYLOR AVE, MANASQUAN, NJ 08736
Preparer
Manan Patel
Phone
7329037338
Raw XML Appendix247 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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ReturnHeader/Filer/USAddress/AddressLine1Txt0961 PONTE VEDRA BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PONTE VEDRA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032082
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464409177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ECHELON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt063 TAYLOR AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANASQUAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008736
ReturnHeader/PreparerPersonGrp/PhoneNum07329037338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MANAN PATEL
ReturnHeader/ReturnTs02025-05-08T09:17:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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