Civic Intelligence

Lloyd D Sweet Educational Foundation

990PF • Fiscal year 2015 • EIN 23-7131688

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
PO Box 638Chinook, MT 59523

(406) 357-2149

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

19th percentile

-21%

Higher net margin than 19% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.9%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-7.0%

Faster revenue growth than 30% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,587,739

Down $49,422 (-1.9%) from 2014

Net Assets

Down

$2,587,739

Down $49,422 (-1.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin19th percentile

Revenue

Down

$86,114

Down $6,437 (-7.0%) from 2014

Expenses

Down

$104,212

Down $13,821 (-12%) from 2014

Net Income

Up

-$18,098

Up $7,384 (+29%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2015

Assets$2,587,739
Liabilities$0
Net Assets$2,587,739
Open 2015 Filing

Operations Trend

Revenue Growth30th percentile

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

2015

Revenue$86,114
Expenses$104,212
Net Income-$18,098
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER JERGESONPresident-$0--
SCOTT FRIEDEVice Preside-$0--
KENDALL HARWOODSecretary-$0--
TAMMY ELLISONTreasurer-$0--
RODNEY HOFELDTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lloyd D Sweet Education Foundation
EIN
23-7131688
Phone
4063572149
Address
PO BOX 638, CHINOOK, MT 59523

Signing Officer

Name
Kendall Harwood
Title
Secretary
Phone
4063572532
Signed
2016-05-10

Preparer

Firm
Solem & Mcintosh Cpas
Address
411 OHIO - PO BOX 248, CHINOOK, MT 59523
Preparer
Kasie L Mcintosh
Phone
4063572149
Raw XML Appendix347 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02314598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt098912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.215508
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt098912
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt098912
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt098912
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/AddressLine1Txt0PO BOX 248
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0411 OHIO ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHINOOK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059523
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. 46 RECIPIENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt067850
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/Amt067850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HIGHER EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHINOOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059523
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt067850
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/AppliedToCurrentYearAmt031790
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt067122
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0123076
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098912
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt091286
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt067122
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031324
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2275
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0132
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0132
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0132
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024489
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DIA MANAGER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OFFICE MANAGER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt024489
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01469
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt187
TaxesSchedule/TaxesDetail/Amt01469
TaxesSchedule/TaxesDetail/Amt187
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01469
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt187
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01469
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt187
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDALL HARWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04063572532
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LLOYD D SWEET EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0237131688
ReturnHeader/Filer/PhoneNum04063572149
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 638
ReturnHeader/Filer/USAddress/CityNm0CHINOOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680520887
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOLEM & MCINTOSH CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 OHIO - PO BOX 248
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHINOOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059523
ReturnHeader/PreparerPersonGrp/PhoneNum04063572149
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KASIE L MCINTOSH
ReturnHeader/ReturnTs02016-05-10T20:45:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,587,739
Liabilities
$0
Net assets
$2,587,739
Revenue
$86,114
Expenses
$104,212
Net income
-$18,098
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