Civic Intelligence

Swenson Family Foundation

990PF • Fiscal year 2016 • EIN 06-1442402

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
100 Wood Avenue South Suite 209Iselin, NJ 08830

(732) 372-0191

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

36th percentile

-34%

Higher net margin than 36% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

46th percentile

-1.2%

Faster asset growth than 46% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-58%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$2,133,172

Down $26,060 (-1.2%) from 2015

Net Assets

Down

$2,133,172

Down $26,060 (-1.2%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin36th percentile

Revenue

Down

$76,482

Down $107,476 (-58%) from 2015

Expenses

Up

$102,542

Up $3,042 (+3.1%) from 2015

Net Income

Down

-$26,060

Down $110,518 (-131%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,598,079Liabilities 2011: $12011Assets 2012: $1,961,623Liabilities 2012: $0Net Assets 2012: $1,961,6232012Assets 2013: $2,062,541Liabilities 2013: $0Net Assets 2013: $2,062,5412013Assets 2014: $2,074,774Liabilities 2014: $1Net Assets 2014: $2,074,7742014Assets 2015: $2,159,232Liabilities 2015: $1Net Assets 2015: $2,159,2322015Assets 2016: $2,133,172Liabilities 2016: $0Net Assets 2016: $2,133,1722016Assets 2018: $2,114,741Liabilities 2018: $0Net Assets 2018: $2,114,7412018Assets 2019: $2,068,163Liabilities 2019: $12019Assets 2020: $2,056,615Liabilities 2020: $12020Assets 2021: $2,024,199Liabilities 2021: $12021Assets 2022: $2,145,736Liabilities 2022: $1Net Assets 2022: $2,145,7362022Assets 2023: $2,113,080Liabilities 2023: $12023

Highlighted filing

2016

Assets$2,133,172
Liabilities$0
Net Assets$2,133,172
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $157,559Expenses 2011: $241,483Net Income 2011: -$83,9242011Expenses 2012: $137,9942012Revenue 2013: $231,445Expenses 2013: $129,936Net Income 2013: $101,5092013Revenue 2014: $139,920Expenses 2014: $127,687Net Income 2014: $12,2332014Revenue 2015: $183,958Expenses 2015: $99,500Net Income 2015: $84,4582015Revenue 2016: $76,482Expenses 2016: $102,542Net Income 2016: -$26,0602016Revenue 2018: $128,569Expenses 2018: $115,648Net Income 2018: $12,9212018Revenue 2019: $99,094Expenses 2019: $145,672Net Income 2019: -$46,5782019Revenue 2020: $146,908Expenses 2020: $158,456Net Income 2020: -$11,5482020Revenue 2021: $152,384Expenses 2021: $184,800Net Income 2021: -$32,4162021Revenue 2022: $308,234Expenses 2022: $186,697Net Income 2022: $121,5372022Revenue 2023: $145,373Expenses 2023: $178,029Net Income 2023: -$32,6562023

Highlighted filing

2016

Revenue$76,482
Expenses$102,542
Net Income-$26,060
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY L SWENSONTrustee-$0--
JANNETTE E SWENSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Swenson Family Foundation
EIN
06-1442402
In Care Of
% LEO GROUP LLC
Phone
7323720191
Address
100 Wood Avenue South Suite 209, Iselin, NJ 08830

Signing Officer

Name
Gary L Swenson
Title
Trustee
Phone
7323720191
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
The Leo Group LLC
Address
100 Wood Avenue South 209, Iselin, NJ 08830
Preparer
Gerard A Dimino
Phone
7323720191
Raw XML Appendix314 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LEO GROUP LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum07323720191
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085260
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075600
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/AppliedToCurrentYearAmt075750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0106144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030394
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02762
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012358
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042752
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt083
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PERSHING, LLC - NONDIVIDEND DIST
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0305
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11248
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt22707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2SPDR GOLD TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11248
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt22707
TaxesSchedule/TaxesDetail/Amt0228
TaxesSchedule/TaxesDetail/Amt11749
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0228
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY L SWENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07323720191
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swenson Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWEN
ReturnHeader/Filer/EIN0061442402
ReturnHeader/Filer/InCareOfNm0% LEO GROUP LLC
ReturnHeader/Filer/PhoneNum07323720191
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Wood Avenue South Suite 209
ReturnHeader/Filer/USAddress/CityNm0Iselin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03DFFC668893FA819402EE685A9890268521C36EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03DFFC668893FA819402EE685A9890268521C36EB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId020869820171355000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.151.62.20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Leo Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Wood Avenue South 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Iselin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07323720191
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerard A Dimino
ReturnHeader/ReturnTs02017-05-15T09:08:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,133,172
Liabilities
$0
Net assets
$2,133,172
Revenue
$76,482
Expenses
$102,542
Net income
-$26,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$0.15$0.18$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.31$0.19$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$0.15$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$0.10$0.15$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.13$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.10$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.18$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.14$0.13$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.23$0.13$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$0.16$0.24$0.08
Peer Organizations

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