Civic Intelligence

Swede Anderson Foundation

990PF • Fiscal year 2016 • EIN 16-6208191

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 25, 2017

Organization Profile
16600 N Thompson Peak PkyScottsdale, AZ 85260

(480) 563-0732

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.03x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

12th percentile

-46%

Higher net margin than 12% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$7,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

18th percentile

-7.5%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-54%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$517,622

Down $42,230 (-7.5%) from 2015

Net Assets

Down

$515,072

Down $44,780 (-8.0%) from 2015

Liabilities

Up

$2,550

Up $2,550 from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin12th percentile

Revenue

Down

$98,241

Down $115,268 (-54%) from 2015

Expenses

Down

$143,021

Down $17,207 (-11%) from 2015

Net Income

Down

-$44,780

Down $98,061 (-184%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.0M$500K$0Assets 2011: $717,634Liabilities 2011: $02011Assets 2012: $814,609Liabilities 2012: $0Net Assets 2012: $814,6092012Assets 2013: $763,094Liabilities 2013: $0Net Assets 2013: $763,0942013Assets 2014: $752,542Liabilities 2014: $0Net Assets 2014: $752,5422014Assets 2015: $559,852Liabilities 2015: $0Net Assets 2015: $559,8522015Assets 2016: $517,622Liabilities 2016: $2,550Net Assets 2016: $515,0722016Assets 2017: $478,540Liabilities 2017: $0Net Assets 2017: $478,5402017

Highlighted filing

2016

Assets$517,622
Liabilities$2,550
Net Assets$515,072
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $63,240Expenses 2011: $108,763Net Income 2011: -$45,5232011Expenses 2012: $100,4202012Revenue 2013: $83,083Expenses 2013: $134,598Net Income 2013: -$51,5152013Revenue 2014: $184,052Expenses 2014: $137,454Net Income 2014: $46,5982014Revenue 2015: $213,509Expenses 2015: $160,228Net Income 2015: $53,2812015Revenue 2016: $98,241Expenses 2016: $143,021Net Income 2016: -$44,7802016Revenue 2017: $176,502Expenses 2017: $213,034Net Income 2017: -$36,5322017

Highlighted filing

2016

Revenue$98,241
Expenses$143,021
Net Income-$44,780
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK J TRAVERSTrustee-$7,000-$7,000
JEFFREY P TRAVERSTrustee-$7,000-$7,000
ELISE E TRAVERSTrustee-$7,000-$7,000
PETER R TRAVERS JRTrustee-$0--
JUDITH E TRAVERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Swede Anderson Foundation
EIN
16-6208191
Phone
4805630732
Address
16600 N Thompson Peak Pky, Scottsdale, AZ 85260

Signing Officer

Name
Jeffrey P Travers
Title
Trustee
Phone
4805630732
Signed
2017-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Jones Accounting & Tax
Address
8292 Vernon Cir, Williamsville, NY 14221
Preparer
Jeffrey P Travers
Phone
7165534891
Raw XML Appendix308 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached schedule
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER R TRAVERS JR
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK J TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELISE E TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JEFFREY P TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3PETER R TRAVERS JR AND JUDITH E TRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt079339
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Statement
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt079339
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0139261
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0164706
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0139261
IRS990PF/UndistributedIncomeGrp/Taxable2Amt012092
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0164706
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0151353
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Charitable Asset
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Charitable Asset
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Charitable Asset
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02550
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12550
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt22550
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02550
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12550
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt22550
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0142
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Travers & Co. Mgt, accounting & tax
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt031350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01650
TaxesSchedule/TaxesDetail/Amt0677
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0677
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY P TRAVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04805630732
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swede Anderson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWED
ReturnHeader/Filer/EIN0166208191
ReturnHeader/Filer/PhoneNum04805630732
ReturnHeader/Filer/USAddress/AddressLine1Txt016600 N Thompson Peak Pky
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085260
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0905CE4EB2D88D432F8B8422952DD209157ADFBFF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0905CE4EB2D88D432F8B8422952DD209157ADFBFF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.125.181.250
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:00:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones Accounting & Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08292 Vernon Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07165534891
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY P TRAVERS
ReturnHeader/ReturnTs02017-11-15T15:00:32-08:00
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
$517,622
Liabilities
$2,550
Net assets
$515,072
Revenue
$98,241
Expenses
$143,021
Net income
-$44,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$1.77$2.13$0.37
2016Detailed filing. Detailed filing data is available for this year.$5.18$0.03$5.15$0.98$1.43$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$2.14$1.60$0.53
2014Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$1.84$1.37$0.47
2013Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.83$1.35$0.52
2012Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$1.00
2011Summary only. Only limited summary data is available for this year.$7.18$0.00$0.63$1.09$0.46
Peer Organizations

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