Civic Intelligence

Swift Foundation C/O Manchester Capital Management

990PF • Fiscal year 2021 • EIN 77-0559600

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

31st percentile

0.02x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

1.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

1st percentile

-296%

Higher net margin than 1% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$71,697

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

25th percentile

2.6%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$66,818,197

Up $1,695,103 (+2.6%) from 2020

Net Assets

Up

$65,218,762

Up $1,728,110 (+2.7%) from 2020

Liabilities

Down

$1,599,435

Down $33,007 (-2.0%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin1st percentile

Revenue

Down

$1,459,109

Down $950,901 (-39%) from 2020

Expenses

Up

$5,785,273

Up $602,295 (+12%) from 2020

Net Income

Down

-$4,326,164

Down $1,553,196 (-56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$66,818,197
Liabilities$1,599,435
Net Assets$65,218,762
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$1,459,109
Expenses$5,785,273
Net Income-$4,326,164
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonja SwiftSect'Y/VP-$61,697$10,000$71,697
John F SwiftPresident/ChairPT$0--
Karen SwiftTreasurer-$0--
Jeannette ArmstrongDirector-$0--
Humberto Rios LabradaDirector-$0--
Elaine RasmussenDirector-$0--
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
2022-11-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Erik Satow
Phone
4159830200
Raw XML AppendixShowing 400 of 470 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/CompensationAmt261697
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sonja Swift
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01157 Coast Village Road Ste A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Santa Barbara
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Manchester Capital Management
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059695670
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/GrantOrContributionPdDurYrGrp/Amt04652442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Grant Statement
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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/TotalGrantOrContriPdDurYrAmt04652442
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt03385071
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03385071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01419445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0620371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0198419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0198419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03985059
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01945243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01419445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0620371
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05330314
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01945243
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04183478
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02238235
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt030
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0174520
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt138221
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt312500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4294091
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt551069
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7211563
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt840948
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Canticle Farm
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Global Partnerships
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3Investment Distribution Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4MicroEnergy Credits
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5Native American Natural Foods, LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6Persistent Energy Prtnrs LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7Root Capital
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8RSF Social Finance - PRI Fund 02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9Storytellers Foundation
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0120786
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt128561
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3190150
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt412500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5294091
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt651069
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt8258269
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt936009
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0120786
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt128561
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3190150
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt412500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt5294091
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt651069
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt7500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt8258269
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt936009
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues and Memberships
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Grant Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IT Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07309
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt131730
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21391
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32458
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018682
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018682
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17309

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,818,197
Liabilities
$1,599,435
Net assets
$65,218,762
Revenue
$1,459,109
Expenses
$5,785,273
Net income
-$4,326,164
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