Civic Intelligence

The Swan Family Charitable Foundation

EIN 20-3954964 • Jacksboro, TX

PO Box 395Jacksboro, TX 76458
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

41st percentile

1.7%

Faster asset growth than 41% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,465,055

Up $213,854 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,465,055

Up $213,854 (+1.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin72nd percentile

Revenue

Down

$929,481

Down $158,968 (-15%) from 2023

Expenses

Down

$715,627

Down $16,311 (-2.2%) from 2023

Net Income

Down

$213,854

Down $142,657 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$15M$10M$5.0M$0Assets 2011: $1,770,328Liabilities 2011: $0Net Assets 2011: $1,770,3282011Assets 2012: $11,731,279Liabilities 2012: $0Net Assets 2012: $11,731,2792012Assets 2013: $11,753,572Liabilities 2013: $0Net Assets 2013: $11,753,5722013Assets 2014: $11,432,078Liabilities 2014: $0Net Assets 2014: $11,432,0782014Assets 2015: $11,134,822Liabilities 2015: $0Net Assets 2015: $11,134,8222015Assets 2016: $10,926,954Liabilities 2016: $0Net Assets 2016: $10,926,9542016Assets 2017: $10,897,390Liabilities 2017: $0Net Assets 2017: $10,897,3902017Assets 2018: $11,095,862Liabilities 2018: $0Net Assets 2018: $11,095,8622018Assets 2019: $11,069,089Liabilities 2019: $0Net Assets 2019: $11,069,0892019Assets 2020: $11,215,838Liabilities 2020: $0Net Assets 2020: $11,215,8382020Assets 2021: $11,555,062Liabilities 2021: $0Net Assets 2021: $11,555,0622021Assets 2022: $11,894,690Liabilities 2022: $0Net Assets 2022: $11,894,6902022Assets 2023: $12,251,201Liabilities 2023: $0Net Assets 2023: $12,251,2012023Assets 2024: $12,465,055Liabilities 2024: $0Net Assets 2024: $12,465,0552024

Highlighted filing

2024

Assets$12,465,055
Liabilities$0
Net Assets$12,465,055
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $102,7272011Expenses 2012: $103,6982012Revenue 2013: $248,464Expenses 2013: $226,171Net Income 2013: $22,2932013Revenue 2014: $348,585Expenses 2014: $670,079Net Income 2014: -$321,4942014Revenue 2015: $379,967Expenses 2015: $677,223Net Income 2015: -$297,2562015Revenue 2016: $453,763Expenses 2016: $661,631Net Income 2016: -$207,8682016Revenue 2017: $598,867Expenses 2017: $628,431Net Income 2017: -$29,5642017Revenue 2018: $881,251Expenses 2018: $682,779Net Income 2018: $198,4722018Revenue 2019: $659,407Expenses 2019: $686,180Net Income 2019: -$26,7732019Revenue 2020: $872,589Expenses 2020: $725,840Net Income 2020: $146,7492020Revenue 2021: $1,148,701Expenses 2021: $809,477Net Income 2021: $339,2242021Revenue 2022: $1,206,856Expenses 2022: $867,228Net Income 2022: $339,6282022Revenue 2023: $1,088,449Expenses 2023: $731,938Net Income 2023: $356,5112023Revenue 2024: $929,481Expenses 2024: $715,627Net Income 2024: $213,8542024

Highlighted filing

2024

Revenue$929,481
Expenses$715,627
Net Income$213,854
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,465,055
Liabilities
$0
Net assets
$12,465,055
Revenue
$929,481
Expenses
$715,627
Net income
$213,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.93$0.72$0.21
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.09$0.73$0.36
2022Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.21$0.87$0.34
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.15$0.81$0.34
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.87$0.73$0.15
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.66$0.69$0.03
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.88$0.68$0.20
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.60$0.63$0.03
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.45$0.66$0.21
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.38$0.68$0.30
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.35$0.67$0.32
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.25$0.23$0.02
2012Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kori LewisDir, VP-$0--
Kasey SwanDir, VP-$0--
Kenneth R SwanPres, Dir, Sec-$0--
Rebecca SwanDir, VP-$0--
Filing and Contact Details

Filer

Filer Name
The Swan Family Charitable Foundation
EIN
20-3954964
In Care Of
% Mr Kenneth Swan
Phone
9405671080
Address
PO Box 395, Jacksboro, TX 76458

Signing Officer

Name
Kenneth Swan
Title
President
Phone
8008391754
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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