Civic Intelligence

Wayne Swanson Charitable Fund

990PF • Fiscal year 2012 • EIN 20-7532621

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

PO Box 77119580477
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

8th percentile

-20%

Faster asset growth than 8% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$790,166

Down $200,222 (-20%) from 2011

Net Assets

Down

$790,166

Down $200,222 (-20%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$224,699

Up $26,400 (+13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $990,388Liabilities 2011: $0Net Assets 2011: $990,3882011Assets 2012: $790,166Liabilities 2012: $0Net Assets 2012: $790,1662012Assets 2013: $726,932Liabilities 2013: $0Net Assets 2013: $726,9322013Assets 2014: $628,003Liabilities 2014: $0Net Assets 2014: $628,0032014Assets 2015: $601,957Liabilities 2015: $0Net Assets 2015: $601,9572015Assets 2016: $389,160Liabilities 2016: $0Net Assets 2016: $389,1602016Assets 2017: $330,868Liabilities 2017: $0Net Assets 2017: $330,8682017Assets 2018: $276,074Liabilities 2018: $0Net Assets 2018: $276,0742018Assets 2019: $219,463Liabilities 2019: $0Net Assets 2019: $219,4632019Assets 2020: $218,075Liabilities 2020: $0Net Assets 2020: $218,0752020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2012

Assets$790,166
Liabilities$0
Net Assets$790,166

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $198,2992011Expenses 2012: $224,6992012Revenue 2013: $35,404Expenses 2013: $98,638Net Income 2013: -$63,2342013Revenue 2014: $25,383Expenses 2014: $124,312Net Income 2014: -$98,9292014Revenue 2015: -$6,969Expenses 2015: $144,302Net Income 2015: -$151,2712015Revenue 2016: $11,118Expenses 2016: $102,246Net Income 2016: -$91,1282016Revenue 2017: $6,582Expenses 2017: $64,874Net Income 2017: -$58,2922017Revenue 2018: $4,846Expenses 2018: $59,640Net Income 2018: -$54,7942018Revenue 2019: $1,031Expenses 2019: $57,642Net Income 2019: -$56,6112019Revenue 2020: $2,259Expenses 2020: $3,647Net Income 2020: -$1,3882020Revenue 2021: $7,097Expenses 2021: $225,172Net Income 2021: -$218,0752021

Highlighted filing

2012

Revenue-
Expenses$224,699
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 2, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYLEEN SWANSONTrustee-$0--
DENNIS SWANSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP RESOURCESPUBLIC CHGLENWOOD SPRRINGS, CO, US$135,000
Paid Grant-PROTECT ENVIRONMENTPUBLIC CHOAKLAND, CA, US$15,000
Paid Grant-RAISE THE ROOF CAMPAIGNPUBLIC CHSTEAMBOAT SPRINGS, CO, US$10,000
Paid Grant-CONSERVATIONPUBLIC CHARLINGTON, VA, US$10,000
Paid Grant-LAND PRESERVATIONPUBLIC CHARLINGTON, VA, US$10,000
Paid Grant-ASSIST POOR AND NEEDYPUBLIC CHSTEAMBOAT SPRINGS, CO, US$10,000
Paid Grant-PROTECTION OF AGRICULTURAL LANDPUBLIC CHARVADA, CO, US$10,000
Paid Grant-EDUCATIONAL PROGRAMSPUBLIC CHBOULDER, CO, US$5,000
Paid Grant-YOUTH SERVICEPUBLIC CHSTEAMBOAT SPRINGS, CO, US$5,000
Paid Grant-EDUCATIONAL OPPORTUNITIES FOR YOUNG ARTISTSPUBLIC CHSTEAMBOAT SPRINGS, CO, US$5,000
Paid Grant-CARE OF POOR AND NEEDYPUBLIC CHDENVER, CO, US$5,000
Paid Grant-TO PROMOTE PROFESSIONAL OPERAPUBLIC CHSTEAMBOAT SPRINGS, CO, US$2,500
Paid Grant-SUPPORT MUSIC AND MUSIC EDUCATIONPUBLIC CHSTEAMBOAT SPRINGS, CO, US$1,000
Filing and Contact Details

Filer

EIN
20-7532621
Raw XML AppendixShowing 400 of 408 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOYLEEN SWANSON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP RESOURCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CONSERVATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SUPPORT MUSIC AND MUSIC EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5YOUTH SERVICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL OPPORTUNITIES FOR YOUNG ARTISTS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8ASSIST POOR AND NEEDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9TO PROMOTE PROFESSIONAL OPERA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10PROTECT ENVIRONMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11CARE OF POOR AND NEEDY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2UNIVERSITY OF COLORADO FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3TROUT UNLIMITED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4STEAMBOAT SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5ROCKY MOUNTAIN YOUTH CORPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6PERRY MANSFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8LIFT UP OF ROUTT COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9EMERALD CITY OPERA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10EARTHJUSTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11DENVER RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12COLORADO CATTLEMEN'S AGRICULTURAL L
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141001 13TH STREET PO BOX 774079
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151370 BOB ADAMS DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1640755 RCR 36
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine182125 CURVE CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19PO BOX 775576
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110426 17TH STREET 6TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111PO BOX 5206
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1128833 RALSTON ROAD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ARLINGTON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9STEAMBOAT SPRINGS
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/Description0TEEKAY K-1
OtherIncomeSchedule2/OtherIncome/Description1PLAINS ALL AMERICAN
OtherIncomeSchedule2/OtherIncome/Description2NISKA K-1
OtherIncomeSchedule2/OtherIncome/Description3GREENHAVEN K-1
OtherIncomeSchedule2/OtherIncome/Description4ENTERPRISE PRODUCTS PARTN
OtherIncomeSchedule2/OtherIncome/Description5ENERGY TRANSFER EQUITY LP
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OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome234
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3-741
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OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks234
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OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks5-576
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
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OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount09
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount1250
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1INVESTMENT EXPENSES
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OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
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TaxesSchedule/Taxes/Amount099
TaxesSchedule/Taxes/Amount11596
TaxesSchedule/Taxes/Amount21843
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1EXCISE TAX BASED ON INVESTMENT INC
TaxesSchedule/Taxes/Category22011 EXCISE TAX REFUND
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0207532621
ReturnHeader/Filer/Name/BusinessNameLine10WAYNE SWANSON CHARITABLE FUND
ReturnHeader/Filer/NameControl0WAYN
ReturnHeader/Filer/Phone09708463509
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 771195
ReturnHeader/Filer/USAddress/City0STEAMBOAT SPRINGS
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080477
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-02
ReturnHeader/Officer/Name0DENNIS SWANSON
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THPK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 773027
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0STEAMBOAT SPRINGS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO

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