Civic Intelligence

Swede Anderson Foundation

990PF • Fiscal year 2017 • EIN 16-6208191

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$7,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.6%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

80%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$478,540

Down $39,082 (-7.6%) from 2016

Net Assets

Down

$478,540

Down $36,532 (-7.1%) from 2016

Liabilities

Down

$0

Down $2,550 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$176,502

Up $78,261 (+80%) from 2016

Expenses

Up

$213,034

Up $70,013 (+49%) from 2016

Net Income

Up

-$36,532

Up $8,248 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2017

Assets$478,540
Liabilities$0
Net Assets$478,540
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$176,502
Expenses$213,034
Net Income-$36,532
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK J TRAVERSTrustee-$7,500-$7,500
JEFFREY P TRAVERSTrustee-$7,500-$7,500
ELISE E TRAVERSTrustee-$7,500-$7,500
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
2018-11-15
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 Appendix334 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Publicly traded securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt048859
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0119813
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt070954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0463569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03836624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached schedule
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0104247
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt070954
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt071
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Refund of Foreign Tax Withheld
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01230
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0176502
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0176502
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt070954
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01125
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0159680
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0159680
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104247
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0104247
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36532
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0119813
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt070954
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0173191
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0168
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0177
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt028500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0677
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0209723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0213034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0176502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0176502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt050043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03311
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt048859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt070954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt070954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0119813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt070954
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36532
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0478540
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0515072
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0478540
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0183125
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0183125
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0183125
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0184857
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01732
IRS990PF/DistributableAmountGrp/TotalTaxAmt01732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-2325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02325
IRS990PF/FMVAssetsEOYAmt03851595
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt07200
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt07200
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt07200
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0284677
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0284677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0497026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0463569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03836624
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt02550
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02550
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02550
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02550
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0230395
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0193863
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018046
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05221
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0517622
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0478540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03851595
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02550
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0517622
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0478540
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0515072
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0478540
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03753433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0113024
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03640409
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt056301
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0184857
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03697132
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03753433
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt27500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK J TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY P TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELISE E TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JUDITH E TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016600 N Thompson Peak Pky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116600 N Thompson Peak Pky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt216600 N Thompson Peak Pky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt316600 N Thompson Peak Pky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Scottsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Scottsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Scottsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Scottsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd185260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd285260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd385260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0159158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0160890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0139261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0148120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0133019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0119963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt091235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03697132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03331919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03101782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03027782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02717334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02425487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0209723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.215244
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0207991
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0209723
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01732
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0209723
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0905 Harlem Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0West Seneca
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014224
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Travers & Co
IRS990PF/StatementsRegardingActyGrp/PhoneNum07168270905
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK J TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELISE E TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JEFFREY P TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3JUDITH E TRAVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0159680
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AttachedSeeStatement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SeeAttachedStatement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0159680
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/AppliedToYear1Amt0164706
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0183125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045017
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0209723
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045017
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045017
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0183125
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0164706
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02550
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12550
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt22550
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/Desc0Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1142
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Refund of Foreign Tax Withheld
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01230
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Travers & Co. Mgt, accounting & tax
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt028500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
TaxesSchedule/TaxesDetail/Amt0677
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0677
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY P TRAVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04805630732
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId0A2D630956A2565697EF1814AAC404610CE5693D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0905CE4EB2D88D432F8B8422952DD209157ADFBFF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.170.22.36
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:19:08
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY P TRAVERS
ReturnHeader/ReturnTs02018-11-15T14:19:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,540
Liabilities
$0
Net assets
$478,540
Revenue
$176,502
Expenses
$213,034
Net income
-$36,532
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