Civic Intelligence

Sweet Water Trust

EIN 04-3118545 • Kennett Square, PA

118 Chalfont RoadKennett Square, PA 19348
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 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

1st percentile

-799420%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2021

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 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Using 2020 Form 990PF data because the latest 2021 filing does not report standard financial totals.

Assets

Up

$23,295,107

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

Liabilities

Flat

$1

Flat from 2019

Net Assets

Up

$23,295,107

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

Operations
Liabilities / Revenue66th percentileNet Margin1st 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

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$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: $1Net Assets 2020: $23,295,1072020

Latest loaded filing

2020

Assets$23,295,107
Liabilities$1
Net Assets$23,295,107
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest 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

Latest loaded filing

2020

Revenue$7,263,270
Expenses$1,398,613
Net Income$5,864,657
Open 2020 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

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

Filer

Filer Name
Sweet Water Trust
EIN
04-3118545
Phone
6104442679
Address
118 CHALFONT ROAD, KENNETT SQUARE, PA 19348

Signing Officer

Name
Walker G Buckner Jr
Title
Trustee
Phone
6104442679
Signed
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Bbd Llp
Address
1835 MARKET STREET 3RD FLOOR, PHILADELPHIA, PA 19103
Preparer
Jennifer Solot
Phone
2155677770
Raw XML Appendix346 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.

Path#Value
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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2THE NATURE CONSERVANCY
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt3NORTHEAST WILDERNESS TRUST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUTURE FOREVER-WILD LAND PROTECTION PROJECTS IN MAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOLLENSBY POND ADIRONDACK PROJECT; SHINGLE SHANTY (ADIRONDACK) ASSIGNMENT OF CONSERVATION EASEMENT -STEWARDSHIP ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3WOODBURY WILDERNESS VT PROJECT; GRAFTON WILDERNESS ME PROJECT; ALDER STREAM PRESERVE ME STEWARDSHIP AND FUTURE PROTECTION; AMES CONSERVATION EASEMENT STEWARDSHIP (FOREST SOCIETY OF MAINE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOREST SOCIETY OF MAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NORTHEAST WILDERNESS TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02670 WARWICK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1115 FRANKLIN ST 3RD FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28 NATURE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt317 STATE STREET SUITE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWRICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BANGOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KEENE VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTPELIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0028899509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd305602
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023149500
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/AppliedToCurrentYearAmt0613659
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0508486
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0613659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022174199
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022174199
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023296344
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022174199
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022174199
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0508486
LiquidationExplanationStmt/ExplanationTxt0ASSETS HAVE BEEN COMPLETELY DISTRIBUTED. THEY WERE DISTRIBUTED ON VARIOUS DATES THROUGHOUT THE YEAR, FROM 6/21/2021 TO 12/27/2021.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LIQUIDATION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04234
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22422
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3392
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4731
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt52221
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3392
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4731
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52221
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05339
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt131462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21677
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT CUSTODY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05339
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt131462
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21677
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt199478
TaxesSchedule/TaxesDetail/CategoryTxt0MASSACHUSETTS ANNUAL PF FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt070
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt199478
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALKER G BUCKNER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06104442679
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWEET WATER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SWEE
ReturnHeader/Filer/EIN0043118545
ReturnHeader/Filer/PhoneNum06104442679
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 CHALFONT ROAD
ReturnHeader/Filer/USAddress/CityNm0KENNETT SQUARE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019348
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232896692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BBD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01835 MARKET STREET 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02155677770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER SOLOT
ReturnHeader/ReturnTs02022-09-15T12:03:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALKER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCKNER JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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