Civic Intelligence

Swift Foundation C/O Manchester Capital Management

990PF • Fiscal year 2023 • EIN 77-0559600

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

0.02x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.48x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

3rd percentile

-258%

Higher net margin than 3% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

17th percentile

$5,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

16th percentile

-3.6%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$51,631,550

Down $1,947,878 (-3.6%) from 2022

Net Assets

Down

$50,528,270

Down $1,359,821 (-2.6%) from 2022

Liabilities

Down

$1,103,280

Down $588,057 (-35%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Up

$2,299,505

Up $988,152 (+75%) from 2022

Expenses

Up

$8,224,720

Up $2,104,715 (+34%) from 2022

Net Income

Down

-$5,925,215

Down $1,116,563 (-23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2023

Assets$51,631,550
Liabilities$1,103,280
Net Assets$50,528,270
Open 2023 Filing

Operations Trend

Revenue Growth90th 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

2023

Revenue$2,299,505
Expenses$8,224,720
Net Income-$5,925,215
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rajasvini BhansallDirector-$5,000-$5,000
Humberto Rios LabradaDirector-$2,500-$2,500
Elaine RasmussenDirector-$2,500-$2,500
John F SwiftPresident/ChairPT$0--
Karen SwiftTreasurer-$0--
Sonja SwiftSect'Y/VP-$0--
Jeannette ArmstrongDirector-$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
2024-11-15
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 480 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08059695670
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No Specified Form
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Grant Statement
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Santa Barbara
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02572712
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02572712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02882804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01945243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01419445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0620371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012605971
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05738108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02882804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01945243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01419445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0620371
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08310820
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05738108
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012605971
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06867863
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018445
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0269211
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt122590
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt312400
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4294091
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt551069
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt6500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt7114135
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt832375
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/Desc8Storytellers Foundation
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0292426
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt122590
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2550000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3-18068
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4294091
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt551069
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt6500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt7238841

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$51,631,550
Liabilities
$1,103,280
Net assets
$50,528,270
Revenue
$2,299,505
Expenses
$8,224,720
Net income
-$5,925,215
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