William and Mary Swift Foundation

990PF • Fiscal year 2018 • EIN 36-4360800

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 11, 2019

Organization Profile

13956 Peninsula DriveTraverse City, MI 49686

(231) 223-7558

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.

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

-22%

Higher net margin than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

-61%

Faster asset growth than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

-90%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$138

Down $217 (-61%) from 2017

Net Assets

Down

$138

Down $217 (-61%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin17th percentile

Revenue

Down

$1,003

Down $8,997 (-90%) from 2017

Expenses

Down

$1,220

Down $8,730 (-88%) from 2017

Net Income

Down

-$217

Down $267 (-534%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

Highlighted filing

2018

Assets$138

Liabilities$0

Net Assets$138

Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2018

Revenue$1,003

Expenses$1,220

Net Income-$217

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Feb 11, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WILLIAM A SWIFT	President	-	$0	-	-
MARY E SWIFT	Vice President	-	$0	-	-
WILLIAM A SWIFT	Treasurer	-	$0	-	-
MARY E SWIFT	Secretary	-	$0	-	-
SCOTT D HARVEY	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: William and Mary Swift Foundation
EIN: 36-4360800
Phone: 2312237558
Address: 13956 PENINSULA DRIVE, TRAVERSE CITY, MI 49686

Signing Officer

Name: William Swift
Title: President
Phone: 2312237558
Signed: 2019-02-11
Discuss with paid preparer: Yes

Preparer

Firm: Dgn LLC
Address: PO BOX 947, TRAVERSE CITY, MI 49685-0947
Preparer: James G Shumate CPA
Phone: 2319461722

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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/PersonNm	1	MARY E SWIFT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL PURPOSE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL PURPOSE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL PURPOSE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL PURPOSE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AC PAW - ACME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	CITY OPERA HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	SILVER MUZZLE COTTAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	WINGS OF WONDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 94
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	106 E FRONT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3785 RICE RD NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	13035 SOUTH GREENWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ACME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	TRAVERSE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	RAPID CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	EMPIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	49610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	49684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	49676
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	49630
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	400
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	24
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	24
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	9074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	5477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	13616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	4428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	3590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	3590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	32971
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	9074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	5477
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	13616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	4428
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	376
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	36561
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	36185
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 OF MICHIGAN ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	20
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WILLIAM SWIFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2312237558
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILLIAM AND MARY SWIFT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	364360800
ReturnHeader/Filer/PhoneNum	0	2312237558
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	13956 PENINSULA DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	TRAVERSE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MI
ReturnHeader/Filer/USAddress/ZIPCd	0	49686
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	EB4C977410BB3A15DAA19F03ED56744C256BD626
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	E1BA47CF3D3F93FBE0FF2EF3F4B9DB02C71A6B8F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	96.36.16.114
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-02-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ES
ReturnHeader/FilingSecurityInformation/IPTm	0	13:43:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	202349670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DGN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 947
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	496850947
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2319461722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES G SHUMATE CPA
ReturnHeader/ReturnTs	0	2019-02-18T11:25:00-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $138
Liabilities: $0
Net assets: $138
Revenue: $1,003
Expenses: $1,220
Net income: -$217

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$2.20	$2.35	$0.15
2023Detailed filing. Detailed filing data is available for this year.	$0.35	$0.00	$0.35	$2.02	$2.20	$0.18
2022Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$1.70	$1.52	$0.18
2021Detailed filing. Detailed filing data is available for this year.	$0.35	$0.00	$0.35	$1.50	$1.70	$0.20
2020Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$2.50	$2.15	$0.36
2019Detailed filing. Detailed filing data is available for this year.	$0.19	$0.00	$0.19	$2.00	$1.95	$0.06
2018Detailed filing. Detailed filing data is available for this year.	$0.14	$0.00	$0.14	$1.00	$1.22	$0.22
2017Detailed filing. Detailed filing data is available for this year.	$0.36	$0.00	$0.36	$10.0	$9.95	$0.05
2016Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31	$5.15	$6.55	$1.40
2015Detailed filing. Detailed filing data is available for this year.	$1.70	$0.00	$1.70	$15.0	$14.4	$0.56
2014Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$6.00	$5.25	$0.76
2013Detailed filing. Detailed filing data is available for this year.	$0.39	$0.00	$0.39	$4.50	$4.42	$0.08
2012Detailed filing. Detailed filing data is available for this year.	$0.31	$0.00	$0.31		$3.77
2011Detailed filing. Detailed filing data is available for this year.	$0.58	$0.00	$0.58		$3.89
2010Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47		$2.86