Civic Intelligence

Sweet Water Trust

990PF • Fiscal year 2020 • EIN 04-3118545

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
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

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

2858%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$23,295,107

Up $5,861,875 (+34%) from 2019

Net Assets

Up

$23,295,107

Up $5,861,875 (+34%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Up

$7,263,270

Up $7,017,691 (+2858%) from 2019

Expenses

Up

$1,398,613

Up $63,534 (+4.8%) from 2019

Net Income

Up

$5,864,657

Up $6,954,157 (+638%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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: $1Net Assets 2019: $17,433,2322019Assets 2020: $23,295,107Liabilities 2020: $0Net Assets 2020: $23,295,1072020

Highlighted filing

2020

Assets$23,295,107
Liabilities$0
Net Assets$23,295,107
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

2020

Revenue$7,263,270
Expenses$1,398,613
Net Income$5,864,657
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

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
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Insight Accounting Group LLC
Address
290 US HIGHWAY 22 SUITE 101, GREEN BROOK, NJ 08812
Preparer
William J Kouser Jr CPA
Phone
9086485535
Raw XML Appendix278 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt45
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt54213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2471
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54213
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt123000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt23016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNTING & TAX PREP FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT & ADMINISTRATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2UMB - CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt123000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03016
TaxesSchedule/TaxesDetail/Amt01726
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01726
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALKER G BUCKNER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06104442679
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWEET WATER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SWEE
ReturnHeader/Filer/EIN0043118545
ReturnHeader/Filer/InCareOfNm0% TRUSTEE
ReturnHeader/Filer/PhoneNum06104442679
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 CHALFONT ROAD
ReturnHeader/Filer/USAddress/CityNm0KENNETT SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INSIGHT ACCOUNTING GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 US HIGHWAY 22 SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008812
ReturnHeader/PreparerPersonGrp/PhoneNum09086485535
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J KOUSER JR CPA
ReturnHeader/ReturnTs02021-05-17T10:58:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALKER G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCKNER JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,295,107
Liabilities
$0
Net assets
$23,295,107
Revenue
$7,263,270
Expenses
$1,398,613
Net income
$5,864,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.
2020Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$7.26$1.40$5.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$0.25$1.34$1.09
2018Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.21$1.25$1.04
2017Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.83$1.17$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.01$21.2$2.49$1.62$0.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.00$18.8$1.31$1.82$0.51
2014Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.76$1.64$1.12
2013Detailed filing. Detailed filing data is available for this year.$16.4$0.00$0.41$1.36$0.95
2012Summary only. Only limited summary data is available for this year.$17.3$0.00$0.07$2.29$2.35
2011Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$1.35
2010Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.21