Civic Intelligence

Susannah M Swihart Charitable Foundation

EIN 01-0534479 • Cumberland Foreside, ME

16 Town Landing RoadCumberland Foreside, ME 04110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-2299%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-25%

Faster revenue growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,960,726 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $1,960,726 (-100%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$77,690

Down $25,466 (-25%) from 2021

Expenses

Up

$1,863,547

Up $1,754,946 (+1616%) from 2021

Net Income

Down

-$1,785,857

Down $1,780,412 (-32698%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,087,658Liabilities 2010: $0Net Assets 2010: $1,087,6582010Assets 2011: $1,054,723Liabilities 2011: $0Net Assets 2011: $1,054,7232011Assets 2012: $1,033,862Liabilities 2012: $0Net Assets 2012: $1,033,8622012Assets 2013: $1,025,376Liabilities 2013: $0Net Assets 2013: $1,025,3762013Assets 2014: $987,919Liabilities 2014: $0Net Assets 2014: $987,9192014Assets 2015: $930,512Liabilities 2015: $0Net Assets 2015: $930,5122015Assets 2016: $894,843Liabilities 2016: $0Net Assets 2016: $894,8432016Assets 2019: $1,644,609Liabilities 2019: $02019Assets 2020: $1,715,586Liabilities 2020: $0Net Assets 2020: $1,715,5862020Assets 2021: $1,960,726Liabilities 2021: $0Net Assets 2021: $1,960,7262021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $74,5482010Expenses 2011: $61,2752011Expenses 2012: $96,2832012Revenue 2013: $73,566Expenses 2013: $82,052Net Income 2013: -$8,4862013Revenue 2014: $45,833Expenses 2014: $83,290Net Income 2014: -$37,4572014Revenue 2015: $33,765Expenses 2015: $91,172Net Income 2015: -$57,4072015Revenue 2016: $50,594Expenses 2016: $86,263Net Income 2016: -$35,6692016Revenue 2019: $59,426Expenses 2019: $92,541Net Income 2019: -$33,1152019Revenue 2020: $129,507Expenses 2020: $98,272Net Income 2020: $31,2352020Revenue 2021: $103,156Expenses 2021: $108,601Net Income 2021: -$5,4452021Revenue 2022: $77,690Expenses 2022: $1,863,547Net Income 2022: -$1,785,8572022

Highlighted filing

2022

Revenue$77,690
Expenses$1,863,547
Net Income-$1,785,857
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$77,690
Expenses
$1,863,547
Net income
-$1,785,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$1.86$1.79
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.10$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13$0.10$0.03
2019Summary only. Only limited summary data is available for this year.$1.64$0.00$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 20, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susannah M SwihartTrusteePT$0--
Abigail ArmstrongTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Susannah M Swihart Charitable
EIN
01-0534479
Phone
2078299231
Address
16 Town Landing Road, Cumberland Foreside, ME 04110

Signing Officer

Name
Susannah M Swihart
Title
Trustee
Phone
2078299231
Signed
2023-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Morgan Stanley Global Impact Funding Trust Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Tides Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2United Way of Southern Maine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02000 Westchester Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt143 Water Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2550 Forest Avenue 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Purchase
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Eastport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd204101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01857416
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt078797
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01828882
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01780119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013225
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01858916
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01780119
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01843003
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062884
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0During 2022, the trustees of the Foundation voted to terminate and formally dissolve the Foundation. At that time, the Foundation began making liquidating distributions as part of the process to terminate as a private foundation. The Foundation completed liquidation of its remaining assets by paying out grants to various 501(c)(3) organizations described as public charities under Section 509(a)(1) along with final administrative and state filing fees. At the time of this filing, The Foundation has no remaining right, title, or interest in any assets and therefore does not owe any private foundation termination tax under Section 507(c) of the Internal Revenue Code. The $397 refund due to the Foundation from the IRS on this return will be signed over to the Morgan Stanley Global Impact Funding Trust in 2023, once the refund is received. As this will be the final tax return filed by the Foundation, the $397 refund has been included in the total amount paid to the Morgan Stanley Global Impact Funding Trust, as is reported on this Form 990-PF, Part XIV.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0175266
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized loss on donated stock
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0397
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0IRS refund to be donated in 2023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0109
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0109
TaxesSchedule/TaxesDetail/Amt02088
TaxesSchedule/TaxesDetail/Amt1934
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1934
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susannah M Swihart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02078299231
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Susannah M Swihart Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0010534479
ReturnHeader/Filer/PhoneNum02078299231
ReturnHeader/Filer/USAddress/AddressLine1Txt016 Town Landing Road
ReturnHeader/Filer/USAddress/CityNm0Cumberland Foreside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010494526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Newman & Noyes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004112
ReturnHeader/PreparerPersonGrp/PhoneNum02078792100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Connor Smart
ReturnHeader/ReturnTs02023-05-01T08:21:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susannah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Swihart
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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