The Swinerton Foundation
- Assets
- $4.5m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 0
- Location
- Concord, CA
- Founding
- 03/2003
- Data as of
- 12/2022
- EIN
- 03-0490864
Organization Overview
The Swinerton Foundation is located in Concord, CA. The organization was established in 2003. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Swinerton Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Swinerton Foundation generated $2.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.2% each year. All expenses for the organization totaled $2.0m during the year ending 12/2022. While expenses have increased by 12.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO BUILD SUSTAINABLE CITIES AND NEIGHBORHOODS BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, SOCIAL SERVICES, CULTURAL EDUCATION
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNIVERSITY GIVING THE SWINERTON FOUNDATION HAS MADE A COMMITMENT TO SUPPORT MANAGEMENT PROGRAMS AT COLLEGES AND UNIVERSITIES ACROSS THE UNITED STATES. OUR INVOLVEMENT WITH EDUCATIONAL INSTITUTIONS CENTERS AROUND SUPPORT FOR THEIR ACADEMIC PROGRAMS AND STUDENT SCHOLARSHIPS FOR THE BEST AND BRIGHTEST YOUNG STUDENTS.
ADOPT-A-SCHOOL PROGRAM- THE SWINERTON FOUNDATION PARTNERS WITH SKILLSUSA TO PREPARE HIGH SCHOOL STUDENTS FOR CAREERS IN TRADE OCCUPATIONS. SKILLSUSA IS A NATIONAL NONPROFIT THAT WORKS TO IMPROVE THE QUALITY OF THE FUTURE WORKFORCE BY GIVING THEM PERSONAL, WORKPLACE, AND TECHNICAL SKILLS GROUNDED IN ACADEMICS. OUR PARTNERSHIP BEGAN IN 2020, AND WE HAVE SUPPORTED SKILLSUSA CARPENTRY PROGRAMS IN NINE HIGH SCHOOLS ACROSS THE COUNTRY, PROVIDING CASH GRANTS TO CLASSROOMS FOR MATERIALS AND TOOLS, AS WELL AS CAREER ESSENTIAL AND OTHER EDUCATIONAL RESOURCES.
RESILIENT COMMUNITIES- THE SWINERTON FOUNDATION PARTNERSHIP WITH REBUILDING TOGETHER BEGAN 20 YEARS AGO IN OAKLAND AND PORTLAND. TODAY, WE SPONSOR TEN BUILD DAYS, PROVIDING NECESSARY MONETARY SUPPORT AND VOLUNTEERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eric M Foster Vice President | OfficerTrustee | 1 | $0 |
Bradley K Peterson Treasurer - Previous | OfficerTrustee | 1 | $0 |
Sheriann Murphy Vice President | OfficerTrustee | 1 | $0 |
Lori Dunn President | OfficerTrustee | 1 | $0 |
Rachael Guerrero Secretary | OfficerTrustee | 1 | $0 |
Lia Tatevosian Vice President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $692,578 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,413,995 |
| Noncash contributions included in lines 1a–1f | $14,057 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,106,573 |
| Total Program Service Revenue | $14,057 |
| Investment income | $51,080 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,171,710 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,897,329 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,968,859 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,374,640 |
| Savings and temporary cash investments | $518,781 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,625,314 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,518,735 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $511,741 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $511,741 |
| Net assets without donor restrictions | $4,006,994 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,518,735 |
Grants Awarded
Over the last fiscal year, The Swinerton Foundation has awarded $1,897,329 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
SEE STATEMENT A PURPOSE: SEE STATEMENT A | $1,338,401 |
GRANTS UNDER 5K | | | $558,928 |