Civic Intelligence

Lloyd D Sweet Educational Foundation

990PF • Fiscal year 2013 • EIN 23-7131688

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

PO Box 63859523

(406) 357-2149

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

9th percentile

-55%

Higher net margin than 9% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$2,604,666

Up $64,472 (+2.5%) from 2012

Net Assets

Up

$2,604,666

Up $64,472 (+2.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$67,079

No earlier filing loaded for comparison.

Expenses

Down

$104,220

Down $11,445 (-9.9%) from 2012

Net Income

-$37,141

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,505,766Liabilities 2011: $0Net Assets 2011: $2,505,7662011Assets 2012: $2,540,194Liabilities 2012: $0Net Assets 2012: $2,540,1942012Assets 2013: $2,604,666Liabilities 2013: $0Net Assets 2013: $2,604,6662013Assets 2014: $2,637,161Liabilities 2014: $0Net Assets 2014: $2,637,1612014Assets 2015: $2,587,739Liabilities 2015: $0Net Assets 2015: $2,587,7392015Assets 2016: $2,662,023Liabilities 2016: $0Net Assets 2016: $2,662,0232016Assets 2017: $2,714,596Liabilities 2017: $0Net Assets 2017: $2,714,5962017Assets 2018: $2,589,023Liabilities 2018: $0Net Assets 2018: $2,589,0232018Assets 2019: $2,779,136Liabilities 2019: $0Net Assets 2019: $2,779,1362019Assets 2020: $2,893,890Liabilities 2020: $0Net Assets 2020: $2,893,8902020Assets 2021: $2,946,999Liabilities 2021: $0Net Assets 2021: $2,946,9992021Assets 2022: $2,548,762Liabilities 2022: $0Net Assets 2022: $2,548,7622022Assets 2023: $2,634,684Liabilities 2023: $0Net Assets 2023: $2,634,6842023Assets 2024: $2,632,545Liabilities 2024: $0Net Assets 2024: $2,632,5452024

Highlighted filing

2013

Assets$2,604,666
Liabilities$0
Net Assets$2,604,666

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $108,2032011Expenses 2012: $115,6652012Revenue 2013: $67,079Expenses 2013: $104,220Net Income 2013: -$37,1412013Revenue 2014: $92,551Expenses 2014: $118,033Net Income 2014: -$25,4822014Revenue 2015: $86,114Expenses 2015: $104,212Net Income 2015: -$18,0982015Revenue 2016: $93,054Expenses 2016: $112,999Net Income 2016: -$19,9452016Revenue 2017: $93,656Expenses 2017: $113,984Net Income 2017: -$20,3282017Revenue 2018: $73,894Expenses 2018: $113,268Net Income 2018: -$39,3742018Revenue 2019: $112,672Expenses 2019: $109,710Net Income 2019: $2,9622019Revenue 2020: $75,348Expenses 2020: $120,842Net Income 2020: -$45,4942020Revenue 2021: $108,905Expenses 2021: $108,793Net Income 2021: $1122021Revenue 2022: $22,471Expenses 2022: $138,033Net Income 2022: -$115,5622022Revenue 2023: $100,234Expenses 2023: $113,669Net Income 2023: -$13,4352023Revenue 2024: $114,939Expenses 2024: $151,775Net Income 2024: -$36,8362024

Highlighted filing

2013

Revenue$67,079
Expenses$104,220
Net Income-$37,141
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER JERGESONPresident-$0--
TAMMY EDWARDSSecretary-$0--
TAMMY ELLISONTreasurer-$0--
RODNEY HOFELDTDirector-$0--
SCOTT FRIEDEVice Preside-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-HIGHER EDUCATIONGOODCHINOOK, MT, US$64,000
Filing and Contact Details

Filer

EIN
23-7131688
Phone
4063572149

Signing Officer

Name
Tammy Ellison
Title
Treasurer
Phone
4063572149
Signed
2014-05-15

Preparer

Preparer
Kasie L Mcintosh
Phone
4063572149
Raw XML Appendix352 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt04037
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING, FIN STMT, 990-PF PRE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02018
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02019
CompensationExplanation/CompensationExplanationGrp/PersonNm0ROGER JERGESON
CompensationExplanation/CompensationExplanationGrp/PersonNm1TAMMY EDWARDS
CompensationExplanation/CompensationExplanationGrp/PersonNm2TAMMY ELLISON
CompensationExplanation/CompensationExplanationGrp/PersonNm3RODNEY HOFELDT
CompensationExplanation/CompensationExplanationGrp/PersonNm4SCOTT FRIEDE
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0390
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt04000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02314598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02168908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02265151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt095086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235187
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt095086
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt095086
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt095086
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0KASIE MCINTOSH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 248
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine20411 OHIO ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CHINOOK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode059523
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04063572149
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SWEETSCHOLARSHIP.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS AWARDED TO GRADUATES OF CHINOOK HIGH SCHOOL ATTENDING POST-SECONDARY EDUCATIONAL INSTITUTIONS. 45 RECIPIENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt064000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION ATTACHED - PLEASE SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS MUST BE GRADUATES OF CHINOOK HIGH SCHOOL, COMPLETE 12 CREDITS OF POST-SECONDARY EDUCATION AND MAINTAIN A 2.0 GRADE POINT AVERAGE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 1 - ACADEMIC YEAR AWARDS - SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt064000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CHINOOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode059523
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064000
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/AppliedToCurrentYearAmt065056
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030030
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0120149
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095086
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt055093
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030030
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt092
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3129
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt092
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3129
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0390
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0390
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0390
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0101614
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAIN ON INVESTMENTS HELD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023870
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DIA MANAGER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OFFICE MANAGER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt023870
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03115
TaxesSchedule/TaxesDetail/Amt03115
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03115
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY ELLISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04063572149
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LLOYD D SWEET EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0237131688
ReturnHeader/Filer/PhoneNum04063572149
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 638
ReturnHeader/Filer/USAddress/City0CHINOOK
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SOLEM & MCINTOSH CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10411 OHIO - PO BOX 248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHINOOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode059523
ReturnHeader/PreparerPersonGrp/PhoneNum04063572149
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KASIE L MCINTOSH
ReturnHeader/ReturnTs02014-05-15T15:21:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.11$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.10$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.02$0.14$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.11$0.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.08$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.11$0.11$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.07$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.09$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.09$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.09$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.09$0.12$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.07$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.11