Civic Intelligence

Sweet Water Trust

990PF • Fiscal year 2019 • EIN 04-3118545

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

118 Chalfont RoadKennett Square, PA 19348

(610) 444-2679

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

1st percentile

-444%

Higher net margin than 1% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

22nd percentile

-2.5%

Faster asset growth than 22% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

17%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$17,433,232

Down $440,108 (-2.5%) from 2018

Net Assets

Down

$17,433,232

Down $440,108 (-2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$245,579

Up $36,077 (+17%) from 2018

Expenses

Up

$1,335,079

Up $89,371 (+7.2%) from 2018

Net Income

Down

-$1,089,500

Down $53,294 (-5.1%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $19,580,900Liabilities 2010: $1,458Net Assets 2010: $19,579,4422010Assets 2011: $19,690,629Liabilities 2011: $1,399Net Assets 2011: $19,689,2302011Assets 2012: $17,346,527Liabilities 2012: $9192012Assets 2013: $16,395,349Liabilities 2013: $7942013Assets 2014: $17,512,043Liabilities 2014: $232Net Assets 2014: $17,511,8112014Assets 2015: $16,999,446Liabilities 2015: $458Net Assets 2015: $18,789,4702015Assets 2016: $21,201,172Liabilities 2016: $5,786Net Assets 2016: $21,195,3862016Assets 2017: $17,804,166Liabilities 2017: $1,739Net Assets 2017: $17,802,4272017Assets 2018: $17,873,340Liabilities 2018: $0Net Assets 2018: $17,873,3402018Assets 2019: $17,433,232Liabilities 2019: $0Net Assets 2019: $17,433,2322019Assets 2020: $23,295,107Liabilities 2020: $1Net Assets 2020: $23,295,1072020

Highlighted filing

2019

Assets$17,433,232
Liabilities$0
Net Assets$17,433,232

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $1,210,1022010Expenses 2011: $1,350,6832011Revenue 2012: -$65,468Expenses 2012: $2,285,369Net Income 2012: -$2,350,8372012Revenue 2013: $407,685Expenses 2013: $1,358,738Net Income 2013: -$951,0532013Revenue 2014: $2,755,126Expenses 2014: $1,637,870Net Income 2014: $1,117,2562014Revenue 2015: $1,311,358Expenses 2015: $1,824,181Net Income 2015: -$512,8232015Revenue 2016: $2,489,019Expenses 2016: $1,622,103Net Income 2016: $866,9162016Revenue 2017: $830,860Expenses 2017: $1,168,221Net Income 2017: -$337,3612017Revenue 2018: $209,502Expenses 2018: $1,245,708Net Income 2018: -$1,036,2062018Revenue 2019: $245,579Expenses 2019: $1,335,079Net Income 2019: -$1,089,5002019Revenue 2020: $7,263,270Expenses 2020: $1,398,613Net Income 2020: $5,864,6572020

Highlighted filing

2019

Revenue$245,579
Expenses$1,335,079
Net Income-$1,089,500
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALKER G BUCKNER JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Sweet Water Trust
EIN
04-3118545
In Care Of
% TRUSTEE
Phone
6104442679
Address
118 Chalfont Road, Kennett Square, PA 19348

Signing Officer

Name
Walker G Buckner Jr
Title
Trustee
Phone
6104442679
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
TWO LOGAN SQ STE 2001 18THARCH ST, PHILADELPHIA, PA 19103-2726
Preparer
Charles J Bramley
Phone
2155462140
Raw XML AppendixShowing 400 of 454 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALKER G BUCKNER JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019348
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01294250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01296664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01238878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01154075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01560074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01394098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01240154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.070022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045676
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt024603646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt023587073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt021985205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt022279624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt030521772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt029313021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01321603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263022
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01319189
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01321603
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02414
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01321603
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0118 CHALFONT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Kennett Square
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0193481666
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06104442679
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SWEETWATERTRUST.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0JENNIFER MELVILLE SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JENNIFER MELVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06104442679
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0118 CHALFONT ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0KENNETT SQUARE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019348
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 15, MAY 15, AUGUST 15 & OCTOBER 15
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01288327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Vanguard Charitable Endowment Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02670 Warwick Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Warwick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002889
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01288327
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0422739
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0898864
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01227768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01321603
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0805029
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0898864
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EASEMENT MONITORING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STATE REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WEBSITE MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSURANCE - GENERAL LIABILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2437
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4515
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt54195
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt641
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2437
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4515
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt641
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REALIZED FX LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-18

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