Civic Intelligence

Swani Family Foundation

990PF • Fiscal year 2017 • EIN 47-5270021

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization Profile
961 Ponte Vedra BoulevardPonte Vedra Beach, FL 32082

(917) 716-4282

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-4091%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

4th percentile

-83%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$195,843

Down $3,816,522 (-95%) from 2015

Net Assets

$195,843

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$115,045

Down $3,942,551 (-97%) from 2015

Expenses

Up

$4,821,027

Up $4,775,796 (+10559%) from 2015

Net Income

Down

-$4,705,982

Down $8,718,347 (-217%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$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

2017

Assets$195,843
Liabilities$0
Net Assets$195,843
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$115,045
Expenses$4,821,027
Net Income-$4,705,982
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANJAY SWANITrustee-$0--
PREETI SWANITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPRINCETON UNIVERSITYTO SUPPORT THE CHARITABLE ORGANIZATION.501(C)(3)PRINCETON, NJ, US$4,800,000
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
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Echelon Advisors LLC
Address
63 TAYLOR AVE, MANASQUAN, NJ 08736
Preparer
Neil J Tendler
Phone
7329037338
Raw XML Appendix333 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/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04800000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt029261
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0343780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05143788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04770739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0343780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029269
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04800000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04770739
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05143788
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0373049
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SANJAY AND PREETI SWANI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0961 PONTE VEDRA BOULEVARD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PONTE VEDRA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032082
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09930
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07180
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06577
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06577
TaxesSchedule/TaxesDetail/Amt04500
TaxesSchedule/TaxesDetail/Amt16577
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR TAX OVERPAYMENT APPLIED TO 2017
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANJAY SWANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09177164282
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SWANI FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0475270021
ReturnHeader/Filer/PhoneNum09177164282
ReturnHeader/Filer/USAddress/AddressLine1Txt0961 PONTE VEDRA BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PONTE VEDRA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032082
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E67C249348BC91C43BFBA3EDAD59A621B2EF8C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.234.54.35
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:45:52
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/PreparerPersonNm0NEIL J TENDLER
ReturnHeader/ReturnTs02018-11-12T11:43:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,843
Liabilities
$0
Net assets
$195,843
Revenue
$115,045
Expenses
$4,821,027
Net income
-$4,705,982
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