Swell Foundation

Nonprofit profile at a glance

EIN
943296652
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
San Francisco, CA, USA
Phone
5104140569
Rating
44
Verdict
MIXED
Rating confidence
Moderate
Sector
Film, Video

Reported finances

Revenue
$182,688
Expenses
$182,720
Assets
$23,832
Liabilities
$235

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • CHARLOTTE BERVIN-LAGARDE (PRESIDENT)

People named in this filing

  • CHARLOTTE BERVIN-LAGARDE (PRESIDENT)
  • SCARLETT NERAD (SECRETARY OF THE BOARD)
  • MARGARET HEIMBRODT (TREASURY OF THE BOARD)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Supporting art, education and the environment. This corporation is a nonprofit public benefit corporation and is not orgnaized for the private gain of any person. It is organized under the nonprofit benefit corporation law for charitable purposes. The specific purposes for which this corporation is formed are exclusively charitable within the meaning of section 501(c)(3) of the internal revneue code of 1986.

What it reported doing in 2024

Supporting the production of three documentary films made by women. Supporting education through six scholarships to immigrants to attend college and one training for builders to build off-site green buildings

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 100
  • Sustainability: 32
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -0%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 0.13; rating input score 14; 14th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 42; 42nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -6.4% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: 9.4% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: -10.5% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 33/100.
  • High — Sustainability: Total-asset coverage ratio scored 14/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 42/100.