Civic Intelligence

Swift Family Foundation

990PF • Fiscal year 2023 • EIN 83-1847607

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 27, 2024

Organization Profile
3506 Cedar Springs RdDallas, TX 75219

(214) 890-0900

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

93rd percentile

95%

Faster asset growth than 93% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.0%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$3,690

Up $1,800 (+95%) from 2022

Net Assets

Up

$3,690

Up $1,800 (+95%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin96th percentile

Revenue

Flat

$2,000

Flat from 2022

Expenses

Flat

$200

Flat from 2022

Net Income

Flat

$1,800

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$6.0K$4.0K$2.0K$0Assets 2018: $149Liabilities 2018: $0Net Assets 2018: $1492018Assets 2019: $290Liabilities 2019: $1Net Assets 2019: $2902019Assets 2020: $90Liabilities 2020: $1Net Assets 2020: $902020Assets 2021: $90Liabilities 2021: $1Net Assets 2021: $902021Assets 2022: $1,890Liabilities 2022: $1Net Assets 2022: $1,8902022Assets 2023: $3,690Liabilities 2023: $1Net Assets 2023: $3,6902023Assets 2024: $4,290Liabilities 2024: $0Net Assets 2024: $4,2902024

Highlighted filing

2023

Assets$3,690
Liabilities$1
Net Assets$3,690
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2018: $17,628Expenses 2018: $17,479Net Income 2018: $1492018Revenue 2019: $2,700Expenses 2019: $2,559Net Income 2019: $1412019Revenue 2020: $575Expenses 2020: $775Net Income 2020: -$2002020Revenue 2021: $200Expenses 2021: $200Net Income 2021: $02021Revenue 2022: $2,000Expenses 2022: $200Net Income 2022: $1,8002022Revenue 2023: $2,000Expenses 2023: $200Net Income 2023: $1,8002023Revenue 2024: $2,000Expenses 2024: $1,400Net Income 2024: $6002024

Highlighted filing

2023

Revenue$2,000
Expenses$200
Net Income$1,800
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 27, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E SWIFT IIITrustee-$0--
CHRISTY ALFERTIGTrustee-$0--
JOHN TRUETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S MEDICAL CENTER FOUNDATIONUNRESTRICTED DONATIONPCDALLAS, TX, US$200
Filing and Contact Details

Filer

Filer Name
The Swift Family Foundation
EIN
83-1847607
Phone
2148900900
Address
3506 CEDAR SPRINGS RD, DALLAS, TX 75219

Signing Officer

Name
Thomas E Swift Iii
Title
Trustee
Phone
2148900900
Signed
2024-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Kerry M Balthrop CPA
Address
2333 FLORENCE ROAD, KELLER, TX 76262
Preparer
Kerry M Balthrop
Phone
8174319220
Raw XML Appendix191 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/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02148900900
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THOMAS E SWIFT III
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E SWIFT III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02148900900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SWIFT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWIF
ReturnHeader/Filer/EIN0831847607
ReturnHeader/Filer/PhoneNum02148900900
ReturnHeader/Filer/USAddress/AddressLine1Txt03506 CEDAR SPRINGS RD
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752565401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERRY M BALTHROP CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02333 FLORENCE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KELLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076262
ReturnHeader/PreparerPersonGrp/PhoneNum08174319220
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRY M BALTHROP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-27T12:48:44-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,690
Liabilities
$1
Net assets
$3,690
Revenue
$2,000
Expenses
$200
Net income
$1,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$2.00$1.40$0.60
2023Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$2.00$0.20$1.80
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$2.00$0.20$1.80
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.20$0.20$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.58$0.78$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$2.70$2.56$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$17.6$17.5$0.15