Liabilities / Assets
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
Balance Sheet
Assets
$117,483
No earlier filing loaded for comparison.
Net Assets
$117,483
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$102,943
No earlier filing loaded for comparison.
Expenses
$84,860
No earlier filing loaded for comparison.
Net Income
$18,083
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Dec 15, 2024
- Return Version
- 2023v6.0
- Gross Receipts
- $102,943
Mission and Program Overview
Mission
The prevention of cruelty to humans
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED GRANTS TO VARIOUS ORGANIZATIONS THAT ARE ALIGNED WITH OUR FOUNDATIONS MISSION. | $84,860 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID SWARTZ | Director | PT | $0 | - | - |
| TIM WATCKE | Director | - | $0 | - | - |
| JOHNNY NUNEZ | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The David Swartz Foundation
- EIN
- 88-2813027
- Address
- PO BOX 681596, PARK CITY, UT 84068
Signing Officer
- Name
- David Swartz
- Title
- Director
- Phone
- 4356020254
- Signed
- 2024-12-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Jones CPA Group
- Address
- 1443 W 800 N STE 301, Orem, UT 84057
- Preparer
- Clyde Jones CPA
- Phone
- 8016556010
Supplemental Narrative
Additional Explanations
Amended return information
“AMENDING TO EFILE RETURN”
List of grants and similar amounts paid Part I line 10
“Activity grant grantee sage mountain street po box 681596 city, state, zip park city, ut 84068relationship supporter amount 74,160activity grant grantee mountain trails org street po box 754 city, state, zip park city, ut 84060relationship supporter amount 500activity grant grantee wasatch wanderers animal rescue street po box 504 city, state, zip smithfield, ut 84335relationship supporter amount 1,000activity grant grantee utah animal rights coalition street 735 400 w city, state, zip salt lake city, ut 84101relationship supporter amount 9,200”
Raw XML Appendix138 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AmendedReturnInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DAVID SWARTZ |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4356020254 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 681596 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PARK CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84068 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 99400 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 117483 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 100000 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 18083 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 99400 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 117483 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 84860 |
| IRS990EZ/GrossReceiptsAmt | 0 | 102943 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2943 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 99400 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 117483 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 99400 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 117483 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID SWARTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TIM WATCKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOHNNY NUNEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PREVENTION OF CRUELTY TO HUMANS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED GRANTS TO VARIOUS ORGANIZATIONS THAT ARE ALIGNED WITH OUR FOUNDATIONS MISSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 84860 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 84860 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 102943 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 100000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 100000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 200000 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 2943 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 2943 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 2943 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 2943 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.01000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.50000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.98550 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.50000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 200000 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 100000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 100000 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 200000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 102943 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 100000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 202943 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AMENDING TO EFILE RETURN |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY GRANT GRANTEE SAGE MOUNTAIN STREET PO BOX 681596 CITY, STATE, ZIP PARK CITY, UT 84068RELATIONSHIP SUPPORTER AMOUNT 74,160ACTIVITY GRANT GRANTEE MOUNTAIN TRAILS ORG STREET PO BOX 754 CITY, STATE, ZIP PARK CITY, UT 84060RELATIONSHIP SUPPORTER AMOUNT 500ACTIVITY GRANT GRANTEE WASATCH WANDERERS ANIMAL RESCUE STREET PO BOX 504 CITY, STATE, ZIP SMITHFIELD, UT 84335RELATIONSHIP SUPPORTER AMOUNT 1,000ACTIVITY GRANT GRANTEE UTAH ANIMAL RIGHTS COALITION STREET 735 400 W CITY, STATE, ZIP SALT LAKE CITY, UT 84101RELATIONSHIP SUPPORTER AMOUNT 9,200 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Amended return information |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID SWARTZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4356020254 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-12-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE DAVID SWARTZ FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DAVI |
| ReturnHeader/Filer/EIN | 0 | 882813027 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 681596 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PARK CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84068 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 472005214 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Jones CPA Group |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1443 W 800 N STE 301 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Orem |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 84057 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8016556010 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-08-26 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Clyde Jones CPA |
| ReturnHeader/ReturnTs | 0 | 2025-08-26T17:13:51-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $117,483
- Liabilities
- $0
- Net assets
- $117,483
- Revenue
- $102,943
- Expenses
- $84,860
- Net income
- $18,083