Civic Intelligence

Jaxson William Augustus Swank Foundation C/O Larry and Sherry Swank Co-Trustees

990PF • Fiscal year 2016 • EIN 30-6072980

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

1155 Dunrobbin LaneSouth Bend, IN 46614

(574) 231-8970

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$465,503

Flat from 2016

Net Assets

Flat

$465,503

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Flat

$470,712

Flat from 2016

Expenses

Flat

$164,697

Flat from 2016

Net Income

Flat

$306,015

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $164,857Liabilities 2014: $0Net Assets 2014: $164,8572014Assets 2016: $465,503Liabilities 2016: $0Net Assets 2016: $465,5032016Assets 2016: $465,503Liabilities 2016: $0Net Assets 2016: $465,5032016Assets 2018: $894,270Liabilities 2018: $0Net Assets 2018: $894,2702018Assets 2019: $1,159,155Liabilities 2019: $14,370Net Assets 2019: $1,144,7852019Assets 2020: $2,314,044Liabilities 2020: $35,867Net Assets 2020: $2,278,1772020Assets 2021: $3,342,928Liabilities 2021: $0Net Assets 2021: $3,342,9282021Assets 2022: $3,731,630Liabilities 2022: $0Net Assets 2022: $3,731,6302022Assets 2024: $5,633,161Liabilities 2024: $0Net Assets 2024: $5,633,1612024

Highlighted filing

2016

Assets$465,503
Liabilities$0
Net Assets$465,503

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2014: $71,406Expenses 2014: $47,302Net Income 2014: $24,1042014Revenue 2016: $470,712Expenses 2016: $164,697Net Income 2016: $306,0152016Revenue 2016: $470,712Expenses 2016: $164,697Net Income 2016: $306,0152016Revenue 2018: $483,176Expenses 2018: $152,844Net Income 2018: $330,3322018Revenue 2019: $654,931Expenses 2019: $264,316Net Income 2019: $390,6152019Revenue 2020: $1,664,627Expenses 2020: $531,235Net Income 2020: $1,133,3922020Revenue 2021: $1,675,774Expenses 2021: $611,023Net Income 2021: $1,064,7512021Revenue 2022: $1,540,900Expenses 2022: $864,890Net Income 2022: $676,0102022Revenue 2024: $1,561,237Expenses 2024: $1,065,050Net Income 2024: $496,1872024

Highlighted filing

2016

Revenue$470,712
Expenses$164,697
Net Income$306,015
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
jacqueline kronkExecutive DirectorPT$36,742-$36,742
LARRY A SWANKTrusteePT$0--
SHERRY LT SWANKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Jaxson William Augustus Swank Foundation
EIN
30-6072980
Phone
5742318970
Address
1155 DUNROBBIN LANE, SOUTH BEND, IN 46614

Signing Officer

Name
larry a swank
Title
officer
Phone
5742318970
Signed
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
816 CONGRESS AVENUE SUITE 200, AUSTIN, TX 78701
Preparer
Michael S Celkis CPA
Phone
5124949100
Raw XML AppendixShowing 400 of 442 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LARRY A SWANK
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LARRY AND SHERRY SWANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01155 DUNROBBIN LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH BEND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046614
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05742318970
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt053176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO GOOD SHEPHERD MONTESSORI SCHOOL FOR CHILD'S TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Good Shepherd Montessori School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 East Jefferson Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0South Bend
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046617
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053176
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023467
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0228897
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0102429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018297
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125896
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0102429
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0237588
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0135159
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Lance A Swank
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1SHERRY AND LARRY SWANK
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2KRISTIN AND LARRY SWANK
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3beacon health system
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4charles and beth schultz
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt014297 Avondale Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11155 DUNROBBIN LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt251211 PINE CROFT CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3615 michigan st
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41327 HONAN DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Granger
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SOUTH BEND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SOUTH BEND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3SOUTH BEND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4SOUTH BEND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046530
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd146614
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd246637
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd346601
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd446614
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06100
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt27200
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt413500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0meals & entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1investor relations
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2application fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8asset management fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9bank transaction fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10other expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01672
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt156391
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33966
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41608
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5918
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7305
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt92912
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10736
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt81812
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01672
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt156391
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33966
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41608
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5918
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81812
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt92912
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10736
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/Amt1196

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