Civic Intelligence

Swanson Schmucker Charitable Tr 050011527800

990PF • Fiscal year 2011 • EIN 39-6795378

Jun 01, 2010 to May 31, 2011 • Filed on Oct 20, 2011

Organization Profile
P O Box 204353201-9668
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

76th percentile

$10,835

Higher top officer pay than 76% 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

$2,783,749

No earlier filing loaded for comparison.

Net Assets

$2,783,749

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

$152,285

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: $2,783,749Liabilities 2011: $0Net Assets 2011: $2,783,7492011Assets 2012: $2,809,782Liabilities 2012: $0Net Assets 2012: $2,809,7822012Assets 2013: $2,706,793Liabilities 2013: $1Net Assets 2013: $2,706,7932013Assets 2014: $2,636,142Liabilities 2014: $02014Assets 2015: $2,512,195Liabilities 2015: $1Net Assets 2015: $2,512,1952015Assets 2016: $2,450,721Liabilities 2016: $1Net Assets 2016: $2,450,7212016Assets 2020: $1,944,216Liabilities 2020: $1Net Assets 2020: $1,944,2162020Assets 2021: $2,146,628Liabilities 2021: $1Net Assets 2021: $2,146,6282021Assets 2022: $2,594,083Liabilities 2022: $1Net Assets 2022: $2,594,0832022Assets 2023: $2,434,151Liabilities 2023: $1Net Assets 2023: $2,434,1512023Assets 2024: $2,302,460Liabilities 2024: $1Net Assets 2024: $2,302,4602024Assets 2025: $2,195,420Liabilities 2025: $0Net Assets 2025: $2,195,4202025

Highlighted filing

2011

Assets$2,783,749
Liabilities$0
Net Assets$2,783,749
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $152,2852011Expenses 2012: $169,4032012Revenue 2013: $78,836Expenses 2013: $181,825Net Income 2013: -$102,9892013Revenue 2014: $135,639Expenses 2014: $206,588Net Income 2014: -$70,9492014Revenue 2015: $132,645Expenses 2015: $256,595Net Income 2015: -$123,9502015Revenue 2016: $137,063Expenses 2016: $246,780Net Income 2016: -$109,7172016Revenue 2020: $122,587Expenses 2020: $236,193Net Income 2020: -$113,6062020Revenue 2021: $436,885Expenses 2021: $234,474Net Income 2021: $202,4112021Revenue 2022: $683,473Expenses 2022: $235,971Net Income 2022: $447,5022022Revenue 2023: $89,475Expenses 2023: $249,405Net Income 2023: -$159,9302023Revenue 2024: $102,198Expenses 2024: $233,890Net Income 2024: -$131,6922024Revenue 2025: $125,638Expenses 2025: $232,677Net Income 2025: -$107,0392025

Highlighted filing

2011

Revenue-
Expenses$152,285
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Oct 20, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$10,835-$10,835
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIANA UNIVERSITYGENERAL OPERATIONSPUBLICBLOOMINGTON, IN, US$34,732
Paid GrantOTTUMWA REGIONAL LEGACY FOUNDATIONGENERAL OPERATIONSPUBLICOTTUMWA, IA, US$34,731
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL OPERATIONSPUBLICOTTUMWA, IA, US$34,731
Paid GrantUNIVERSITY OF IOWA FOUNDATIONGENERAL OPERATIONSPUBLICIOWA CITY, IA, US$34,731
Filing and Contact Details

Filer

EIN
39-6795378
Raw XML AppendixShowing 400 of 431 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/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine20c/o John Dodge
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03197538768
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10123 E THIRD ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OTTUMWA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0535018003
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/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
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/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount034732
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount134731
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount234731
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount334731
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10INDIANA UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11OTTUMWA REGIONAL LEGACY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF IOWA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20% INDIANA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 1259
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12228 W FOURTH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 4550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BLOOMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OTTUMWA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OTTUMWA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3IOWA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0474020500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1525017259
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2525012512
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3522444550
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0138925
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03055
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10138899
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0158457
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0141954
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0155402
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0138899
LegalFeesSchedule/LegalFees/Amount01195
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01195

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,783,749
Liabilities
$0
Net assets
$2,783,749
Revenue
-
Expenses
$152,285
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.13$0.23$0.11
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.10$0.23$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.09$0.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.68$0.24$0.45
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.44$0.23$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.12$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.14$0.25$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.13$0.26$0.12
2014Summary only. Only limited summary data is available for this year.$2.64$0.00$0.14$0.21$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.08$0.18$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.15