Swan Charitable Foundation

990PF • Fiscal year 2020 • EIN 34-1757292

Jun 01, 2019 to May 31, 2020 • Filed on Aug 26, 2020

Organization Profile

443 Janet DriveCanfield, OH 44406-1533

(330) 502-5115

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-92%

Higher net margin than 10% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-4.5%

Faster asset growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-71%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$192,341

Down $9,162 (-4.5%) from 2019

Net Assets

Down

$192,341

Down $9,162 (-4.5%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin10th percentile

Revenue

Down

$9,954

Down $24,896 (-71%) from 2019

Expenses

Down

$19,116

Down $9,717 (-34%) from 2019

Net Income

Down

-$9,162

Down $15,179 (-252%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2020

Assets$192,341

Liabilities$0

Net Assets$192,341

Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

Highlighted filing

2020

Revenue$9,954

Expenses$19,116

Net Income-$9,162

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2019 to May 31, 2020
Signed: Aug 26, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARILYN WAGMILLER	Trustee	-	$0	-	-
ROBERT N RUMBERG	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Swan Charitable Foundation
EIN: 34-1757292
Phone: 3305025115
Address: 443 JANET DRIVE, CANFIELD, OH 44406-1533

Signing Officer

Name: Marilyn Wagmiller
Title: Trustee
Phone: 3305025115
Signed: 2020-08-26
Discuss with paid preparer: Yes

Preparer

Firm: Hill Barth & King LLC
Address: 6603 SUMMIT DRIVE, CANFIELD, OH 44406
Preparer: James Dascenzo
Phone: 3307588613

Raw XML Appendix364 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	197463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	244165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	WELLS FARGO ADVISORS
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	181
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	277058
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	9356
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	267702
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	4156
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	277058
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ROBERT N RUMBERG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	OH
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MARILYN WAGMILLER
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	44406
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	MARILYN WAGMILLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	YOUNGSTOWN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SIESTA KEY CHAPEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	LIFE FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	OASIS SOCIAL MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	100 E FEDERAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	4615 GLEASON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	255 WATT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	101 SOUTH LEBANON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	800 WILLIAMSBURG AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	YOUNGSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	YOUNGSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	LOVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	PORTSMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	44503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	34242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	44505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	45140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	23704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	18000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	13645
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	13645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	13229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	55006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	2433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	3879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1967
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1967
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	79852
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	13229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	55006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	2433
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	3879
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	18950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5305
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	81819
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	76514
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	80
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	1
TaxesSchedule/TaxesDetail/Amt	0	69
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARILYN WAGMILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3305025115
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SWAN CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SWAN
ReturnHeader/Filer/EIN	0	341757292
ReturnHeader/Filer/PhoneNum	0	3305025115
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	443 JANET DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	CANFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	444061533
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	C66B2F918279516B8F8E814F660129C2AD06C22A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	198.167.186.164
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-08-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	15:47:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6603 SUMMIT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CANFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	44406
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3307588613
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES DASCENZO
ReturnHeader/ReturnTs	0	2020-10-01T14:59:15-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-06-01
ReturnHeader/TaxPeriodEndDt	0	2020-05-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $192,341
Liabilities: $0
Net assets: $192,341
Revenue: $9,954
Expenses: $19,116
Net income: -$9,162

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$1.63	$0.00	$1.63	$0.21	$0.35	$0.14
2021Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.05	$0.20	$0.15
2020Detailed filing. Detailed filing data is available for this year.	$1.92	$0.00	$1.92	$0.10	$0.19	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$2.02	$0.00	$2.02	$0.35	$0.29	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$1.95	$0.00	$1.95	$0.56	$0.72	$0.16
2017Detailed filing. Detailed filing data is available for this year.	$2.12	$0.00	$2.12	$0.09	$0.20	$0.11
2016Detailed filing. Detailed filing data is available for this year.	$2.23	$0.00	$2.23	$0.12	$0.21	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$2.31	$0.00	$2.31	$0.09	$0.18	$0.09