Civic Intelligence

W Clarke Swanson Jr Foundation

990PF • Fiscal year 2017 • EIN 31-1530763

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 20, 2018

Organization Profile
PO Box 148 1050 Oakville Cross RdOakville, CA 94562

(707) 754-4002

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-69%

Higher net margin than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$335,054

Down $7,059 (-2.1%) from 2016

Net Assets

Down

$335,052

Down $7,061 (-2.1%) from 2016

Liabilities

Up

$2

Up $2 from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Up

$10,172

Up $194,214 (+106%) from 2016

Expenses

Down

$17,233

Down $76,107 (-82%) from 2016

Net Income

Up

-$7,061

Up $270,321 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,177,111Liabilities 2012: $0Net Assets 2012: $1,177,1112012Assets 2013: $983,840Liabilities 2013: $1Net Assets 2013: $983,8392013Assets 2014: $731,291Liabilities 2014: $1Net Assets 2014: $731,2902014Assets 2015: $619,495Liabilities 2015: $0Net Assets 2015: $619,4952015Assets 2016: $342,113Liabilities 2016: $0Net Assets 2016: $342,1132016Assets 2017: $335,054Liabilities 2017: $2Net Assets 2017: $335,0522017Assets 2018: $338,689Liabilities 2018: $2Net Assets 2018: $338,6872018Assets 2019: $335,286Liabilities 2019: $2Net Assets 2019: $335,2842019Assets 2021: $334,165Liabilities 2021: $0Net Assets 2021: $334,1652021Assets 2022: $328,901Liabilities 2022: $0Net Assets 2022: $328,9012022

Highlighted filing

2017

Assets$335,054
Liabilities$2
Net Assets$335,052
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2012: $110,9692012Revenue 2013: $52,321Expenses 2013: $244,820Net Income 2013: -$192,4992013Revenue 2014: -$30,452Expenses 2014: $221,265Net Income 2014: -$251,7172014Revenue 2015: -$19,427Expenses 2015: $92,368Net Income 2015: -$111,7952015Revenue 2016: -$184,042Expenses 2016: $93,340Net Income 2016: -$277,3822016Revenue 2017: $10,172Expenses 2017: $17,233Net Income 2017: -$7,0612017Revenue 2018: $11,417Expenses 2018: $7,782Net Income 2018: $3,6352018Revenue 2019: $13,259Expenses 2019: $16,662Net Income 2019: -$3,4032019Revenue 2021: $8,301Expenses 2021: $7,187Net Income 2021: $1,1142021Revenue 2022: $14,494Expenses 2022: $19,758Net Income 2022: -$5,2642022

Highlighted filing

2017

Revenue$10,172
Expenses$17,233
Net Income-$7,061
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 20, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W CLARKE SWANSONDirectorPT$0--
ELIZABETH SWANSONDirectorPT$0--
ALEXIS SWANSONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
W Clarke Swanson Jr Foundation
EIN
31-1530763
Phone
7077544002
Address
PO Box 148 1050 Oakville Cross Rd, Oakville, CA 94562

Signing Officer

Name
WClarke Swanson Jr
Title
President & CEO
Signed
2018-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Williams Jarrett Smith & Co Pc
Address
4609 E 91ST STREET, TULSA, OK 74137-2852
Preparer
M Jo RiceCPACFPCFF
Phone
9184961065
Raw XML Appendix311 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/PersonNm0W CLARKE SWANSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Crudem Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Our Lady Of Mercy Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Bannan Institue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Vista Center for Blind Visually Imp
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29200 Kentsdale Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3C/O University of Santa Clara 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42500 El Camino Real Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Ludlow
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Potamac
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Santa Clara
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Palo Alto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220854
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494306
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt010751
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt069541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0140903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0154414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06860
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0425152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060294
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0140903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0154414
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010751
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0450227
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0457087
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03996
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0529
TaxesSchedule/TaxesDetail/Amt11486
TaxesSchedule/TaxesDetail/CategoryTxt0DELAWARE ANNUAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0265
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0265
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11486
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WClarke Swanson Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W Clarke Swanson Jr Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WCLA
ReturnHeader/Filer/EIN0311530763
ReturnHeader/Filer/PhoneNum07077544002
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 148 1050 Oakville Cross Rd
ReturnHeader/Filer/USAddress/CityNm0Oakville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094562
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364528840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS JARRETT SMITH & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04609 E 91ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741372852
ReturnHeader/PreparerPersonGrp/PhoneNum09184961065
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Jo RiceCPACFPCFF
ReturnHeader/ReturnTs02018-03-20T08:48:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$335,054
Liabilities
$2
Net assets
$335,052
Revenue
$10,172
Expenses
$17,233
Net income
-$7,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.01$0.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.01$0.01$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.01$0.02$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.01$0.02$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.18$0.09$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.02$0.09$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.03$0.22$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.24$0.19
2012Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.11