The Swinerton Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Maritza Zulueta

Phone

9256026422

Tax Period

2023-01-01 to 2023-12-31

The Swinerton Foundation, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $703K, a strong 58% operating margin.

Mission

THE SWINERTON FOUNDATION HELPS BUILD SUSTAINABLE CITIES AND NEIGHBORHOODS BY PARTNERING WITH COMMUNITY-FOCUSED NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, SOCIAL SERVICES, CULTURAL, EDUCATION, AND ENVIRONMENTAL PROGRAMS THAT BENEFIT ALL MEMBERS OF THE COMMUNITY. THE SWINERTON FOUNDATION ALSO SERVES AS A CATALYST TO ENCOURAGE AND EXPAND THE PHILANTHROPIC ENDEAVORS OF SWINERTON INCORPORATED AND ITS AFFILIATES EMPLOYEES.

Program Service Accomplishments

Program 1

Expenses: $254,000 Revenue: $15,478

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...

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.

Program 2

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.

Program 3

Expenses: $2,500

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,113,534

Program Service Revenue $15,478

Investment Income $93,310

Other Revenue $0

TOTAL REVENUE $1,222,322

Expense Breakdown

Grants Paid $480,333

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $513,615

Other Expenses $38,857

TOTAL EXPENSES $519,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,222,322	$2,171,710	-0.4%
Expenses	$519,190	$1,968,859	-0.7%
Net Income	$703,132	$202,851	+2.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Lauren Nunnally	vice president	Officer Director	$0	$0	$0
LORI DUNN	President	Officer Director	$0	$0	$0
Maritza Zulueta	Treasurer	Officer Director	$0	$0	$0
Dost Bardouille	Secretary	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,222,322	$519,190	$5,568,849	$703,132
2022	$2,171,710	$1,968,859	$4,518,735	$202,851
2021	$1,962,102	$1,642,769	$5,070,636	$319,333
2020	$1,756,948	$1,595,113	$4,554,379	$161,835
2019	$1,777,272	$1,262,352	$4,224,620	$514,920
2018	$1,677,848	$1,185,265	$3,325,084	$492,583