Civic Intelligence

Alice Rowan Swanson Foundation

990PF • Fiscal year 2011 • EIN 27-2782745

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 11, 2012

Organization Profile
Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,658,100

No earlier filing loaded for comparison.

Net Assets

$1,658,100

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$38,255

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,658,100Liabilities 2011: $0Net Assets 2011: $1,658,1002011Assets 2012: $1,639,042Liabilities 2012: $0Net Assets 2012: $1,639,0422012Assets 2013: $1,692,582Liabilities 2013: $0Net Assets 2013: $1,692,5822013Assets 2014: $1,743,266Liabilities 2014: $0Net Assets 2014: $1,743,2662014Assets 2015: $1,718,370Liabilities 2015: $0Net Assets 2015: $1,718,3702015Assets 2016: $1,657,332Liabilities 2016: $0Net Assets 2016: $1,657,3322016Assets 2018: $1,816,374Liabilities 2018: $0Net Assets 2018: $1,816,3742018Assets 2019: $1,768,720Liabilities 2019: $0Net Assets 2019: $1,768,7202019Assets 2020: $1,877,309Liabilities 2020: $0Net Assets 2020: $1,877,3092020Assets 2021: $2,041,427Liabilities 2021: $0Net Assets 2021: $2,041,4272021Assets 2022: $1,948,418Liabilities 2022: $0Net Assets 2022: $1,948,4182022Assets 2023: $1,935,884Liabilities 2023: $0Net Assets 2023: $1,935,8842023Assets 2024: $1,850,757Liabilities 2024: $0Net Assets 2024: $1,850,7572024

Highlighted filing

2011

Assets$1,658,100
Liabilities$0
Net Assets$1,658,100
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $38,2552011Expenses 2012: $82,9892012Revenue 2013: $161,566Expenses 2013: $108,026Net Income 2013: $53,5402013Revenue 2014: $170,486Expenses 2014: $119,802Net Income 2014: $50,6842014Revenue 2015: $99,374Expenses 2015: $124,270Net Income 2015: -$24,8962015Revenue 2016: $76,498Expenses 2016: $137,536Net Income 2016: -$61,0382016Revenue 2018: $234,245Expenses 2018: $123,913Net Income 2018: $110,3322018Revenue 2019: $79,946Expenses 2019: $127,600Net Income 2019: -$47,6542019Revenue 2020: $232,580Expenses 2020: $123,991Net Income 2020: $108,5892020Revenue 2021: $305,583Expenses 2021: $141,465Net Income 2021: $164,1182021Revenue 2022: $59,102Expenses 2022: $152,111Net Income 2022: -$93,0092022Revenue 2023: $139,157Expenses 2023: $151,691Net Income 2023: -$12,5342023Revenue 2024: $67,674Expenses 2024: $152,801Net Income 2024: -$85,1272024

Highlighted filing

2011

Revenue-
Expenses$38,255
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth E RowanPresident / Director / Secretary-$0--
Melinda Rowan SwansonVice President-$0--
Brian SwansonVice President / Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOSTON FOUNDATION INCSVP Boston Program509(a)(1)BOSTON, MA, US$5,500
Paid GrantIRAQI STUDENT PROJECT INCWorcester Project509(a)(1)SAINT LOUIS, MO, US$2,000
Paid GrantJOY OF MUSIC PROGRAM INCScholarship Fund for Worcester Chilldren509(a)(1)WORCESTER, MA, US$1,000
Paid GrantWASHINGTON AREA BICYCLIST ASSOCIATIGeneral Unrestricted509(a)(1)WASHINGTON, DC, US$1,000
Paid GrantAMERICAN NEAR EAST REFUGEE AID INCGeneral Unrestricted509(a)(1)WASHINGTON, DC, US$500
Paid GrantARISE INCGeneral Unrestricted509(a)(1)SPRINGFIELD, MA, US$500
Paid GrantMIDDLE EAST CHILDRENS ALLIANCEClean Water Division509(a)(1)BERKELEY, CA, US$500
Paid GrantPARTNERS IN DEVELOPMENT INCGeneral Unrestricted509(a)(1)IPSWICH, MA, US$500
Paid GrantUNITARIAN UNIVERSALIST SERVICE COMMGeneral Unrestricted509(a)(1)CAMBRIDGE, MA, US$500
Filing and Contact Details

Filer

EIN
27-2782745
Raw XML AppendixShowing 400 of 834 raw XML fields

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IRS990PF/DistributableAmount/TotalTax01935
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear049
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01910
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01935
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment049
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01935
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01935
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn01984
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension074
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01984
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01646767
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01556989
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances077502
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01439487
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable023355
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets040000
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn076682
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01533634
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01556989
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition2001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Ruth E Rowan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Melinda Rowan Swanson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Brian Swanson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President / Director / Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Vice President / Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12Foundation Source 501 Silverside Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Wilmington
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2DE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode019809
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode119809
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode219809
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct029751
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets028783
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.018768
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.018768
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01533634
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10936589
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0968
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions021410
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1017578
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.018768
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions021410
IRS990PF/QualifyingDistributions/ExpensesAndContributions021410
IRS990PF/QualifyingDistributions/QualifyingDistributions021410
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Foundation Source
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008391754
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Wilmington
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0198091377
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0true
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0Brian Swanson
IRS990PF/SupplementaryInformation/ContributingManager1Ruth E Rowan
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SVP Boston Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Worcester Project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Scholarship Fund for Worcester Chilldren
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Clean Water Division
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN NEAR EAST REFUGEE AID INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ARISE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12BOSTON FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13IRAQI STUDENT PROJECT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JOY OF MUSIC PROGRAM INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MIDDLE EAST CHILDRENS ALLIANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16PARTNERS IN DEVELOPMENT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17UNITARIAN UNIVERSALIST SERVICE COMM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18WASHINGTON AREA BICYCLIST ASSOCIATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7509(a)(1)

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,658,100
Liabilities
$0
Net assets
$1,658,100
Revenue
-
Expenses
$38,255
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07$0.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.14$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.06$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.31$0.14$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.23$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.23$0.12$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.17$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.16$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04