Civic Intelligence

Swift Foundation C/O Manchester Capital Management

990PF • Fiscal year 2020 • EIN 77-0559600

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
1157 Coast Village Road ASanta Barbara, CA 93108

(805) 969-5670

Siviq Scores

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

Liabilities / Assets

29th percentile

0.03x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.68x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

4th percentile

-115%

Higher net margin than 4% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$70,381

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

31st percentile

1.1%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-8.8%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$65,123,094

Up $716,638 (+1.1%) from 2019

Net Assets

Up

$63,490,652

Up $462,027 (+0.7%) from 2019

Liabilities

Up

$1,632,442

Up $254,611 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin4th percentile

Revenue

Down

$2,410,010

Down $231,961 (-8.8%) from 2019

Expenses

Up

$5,182,978

Up $1,017,874 (+24%) from 2019

Net Income

Down

-$2,772,968

Down $1,249,835 (-82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$80M$60M$40M$20M$0Assets 2011: $42,284,934Liabilities 2011: $6,3632011Assets 2012: $46,454,832Liabilities 2012: $1,0762012Assets 2013: $48,802,691Liabilities 2013: $662013Assets 2014: $51,507,678Liabilities 2014: $5,4312014Assets 2015: $52,442,730Liabilities 2015: $167,182Net Assets 2015: $52,275,5482015Assets 2016: $52,126,968Liabilities 2016: $0Net Assets 2016: $52,126,9682016Assets 2017: $64,014,412Liabilities 2017: $1,706,269Net Assets 2017: $62,308,1432017Assets 2018: $60,546,157Liabilities 2018: $1,625,146Net Assets 2018: $58,921,0112018Assets 2019: $64,406,456Liabilities 2019: $1,377,831Net Assets 2019: $63,028,6252019Assets 2020: $65,123,094Liabilities 2020: $1,632,442Net Assets 2020: $63,490,6522020Assets 2021: $66,818,197Liabilities 2021: $1,599,435Net Assets 2021: $65,218,7622021Assets 2022: $53,579,428Liabilities 2022: $1,691,337Net Assets 2022: $51,888,0912022Assets 2023: $51,631,550Liabilities 2023: $1,103,280Net Assets 2023: $50,528,2702023Assets 2024: $42,862,717Liabilities 2024: $1,792,634Net Assets 2024: $41,070,0832024

Highlighted filing

2020

Assets$65,123,094
Liabilities$1,632,442
Net Assets$63,490,652
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $8,986,409Expenses 2011: $2,855,273Net Income 2011: $6,131,1362011Revenue 2012: $6,577,647Expenses 2012: $2,402,462Net Income 2012: $4,175,1852012Revenue 2013: $5,034,842Expenses 2013: $2,685,973Net Income 2013: $2,348,8692013Revenue 2014: $5,767,087Expenses 2014: $3,067,465Net Income 2014: $2,699,6222014Revenue 2015: $3,782,370Expenses 2015: $3,009,069Net Income 2015: $773,3012015Revenue 2016: $3,304,418Expenses 2016: $2,824,405Net Income 2016: $480,0132016Revenue 2017: $1,243,370Expenses 2017: $4,736,162Net Income 2017: -$3,492,7922017Revenue 2018: $1,614,182Expenses 2018: $3,146,713Net Income 2018: -$1,532,5312018Revenue 2019: $2,641,971Expenses 2019: $4,165,104Net Income 2019: -$1,523,1332019Revenue 2020: $2,410,010Expenses 2020: $5,182,978Net Income 2020: -$2,772,9682020Revenue 2021: $1,459,109Expenses 2021: $5,785,273Net Income 2021: -$4,326,1642021Revenue 2022: $1,311,353Expenses 2022: $6,120,005Net Income 2022: -$4,808,6522022Revenue 2023: $2,299,505Expenses 2023: $8,224,720Net Income 2023: -$5,925,2152023Revenue 2024: $3,774,179Expenses 2024: $9,422,539Net Income 2024: -$5,648,3602024

Highlighted filing

2020

Revenue$2,410,010
Expenses$5,182,978
Net Income-$2,772,968
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonja SwiftSect'Y/VP-$63,383$6,998$70,381
John F SwiftPresident/ChairPT$0--
Karen SwiftTreasurer-$0--
Jeannette ArmstrongDirector-$0--
Humberto Rios LabradaDirector-$0--
Elaine RasmussenDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-See Grant StatementPCSanta Barbara, CA, US$3,968,811
Filing and Contact Details

Filer

Filer Name
Swift Foundation
EIN
77-0559600
Phone
8059695670
Address
1157 Coast Village Road A, Santa Barbara, CA 93108

Signing Officer

Name
John F Swift
Title
President
Signed
2021-11-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
Raw XML AppendixShowing 400 of 485 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/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sonja Swift
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No Specified Form
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Swift Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08059695670
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01157 Coast Village Road Ste A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Santa Barbara
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None - Approval by the Board of Directors Required
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0John F Swift
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0325500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Land Stewardship
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1Protecting biological and cultural diversity of planet earth
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0Global Greengrants Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm1ACERT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt02840 Wilderness Place Suite A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt111430 Cedar Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Hawthorne
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd080301
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd190250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03968811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Grant Statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Grant Statement
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Santa Barbara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093108
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0335500
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03968811
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02984413
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02984413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0620371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0198419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02238235
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01419445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0620371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0198419
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04403858
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01419445
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02238235
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0818790
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt084422
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt143847
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt312500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt494005
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt555821
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7387418
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt8387418
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt944129
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Canticle Farm
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Global Partnerships
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3MicroEnergy Credits
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4Native American Natural Foods, LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5Persistent Energy Prtnrs LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6Root Capital
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7RSF Social Finance - PRI Fund 02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8RSF Social Finance - PRI Fund 03
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9Storytellers Foundation
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0174520
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt138221
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt312500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4294091
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt551069
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7211563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt8211563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt940948
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0174520
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt138221
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt312500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt4294091
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt551069
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt6500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt7211563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt8211563
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt940948
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues and Memberships
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Grant Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IT Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Website/Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02002
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11118
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt27185

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,123,094
Liabilities
$1,632,442
Net assets
$63,490,652
Revenue
$2,410,010
Expenses
$5,182,978
Net income
-$2,772,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.9$1.79$41.1$3.77$9.42$5.65
2023Detailed filing. Detailed filing data is available for this year.$51.6$1.10$50.5$2.30$8.22$5.93
2022Detailed filing. Detailed filing data is available for this year.$53.6$1.69$51.9$1.31$6.12$4.81
2021Detailed filing. Detailed filing data is available for this year.$66.8$1.60$65.2$1.46$5.79$4.33
2020Detailed filing. Detailed filing data is available for this year.$65.1$1.63$63.5$2.41$5.18$2.77
2019Detailed filing. Detailed filing data is available for this year.$64.4$1.38$63.0$2.64$4.17$1.52
2018Detailed filing. Detailed filing data is available for this year.$60.5$1.63$58.9$1.61$3.15$1.53
2017Detailed filing. Detailed filing data is available for this year.$64.0$1.71$62.3$1.24$4.74$3.49
2016Detailed filing. Detailed filing data is available for this year.$52.1$0.00$52.1$3.30$2.82$0.48
2015Detailed filing. Detailed filing data is available for this year.$52.4$0.17$52.3$3.78$3.01$0.77
2014Summary only. Only limited summary data is available for this year.$51.5$0.01$5.77$3.07$2.70
2013Summary only. Only limited summary data is available for this year.$48.8$0.00$5.03$2.69$2.35
2012Summary only. Only limited summary data is available for this year.$46.5$0.00$6.58$2.40$4.18
2011Summary only. Only limited summary data is available for this year.$42.3$0.01$8.99$2.86$6.13