Civic Intelligence

Swanson Schmucker Charitable Tr 050011527800

990PF • Fiscal year 2013 • EIN 39-6795378

Jun 01, 2012 to May 31, 2013 • Filed on Oct 01, 2013

P O Box 2043Milwaukee, WI 53201-9668
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-131%

Higher net margin than 4% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

52nd percentile

$12,819

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$2,706,793

Down $102,989 (-3.7%) from 2012

Net Assets

Down

$2,706,793

Down $102,989 (-3.7%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$78,836

No earlier filing loaded for comparison.

Expenses

Up

$181,825

Up $12,422 (+7.3%) from 2012

Net Income

-$102,989

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2013

Assets$2,706,793
Liabilities$1
Net Assets$2,706,793

Operations Trend

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

2013

Revenue$78,836
Expenses$181,825
Net Income-$102,989
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Oct 1, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$12,819-$12,819
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIANA UNIVERSITYGENERAL OPERATIONSPUBLICBLOOMINGTON, IN, US$41,190
Paid GrantOTTUMWA REGIONAL LEGACY FOUNDATIONGENERAL OPERATIONSPUBLICOTTUMWA, IA, US$41,190
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL OPERATIONSPUBLICOTTUMWA, IA, US$41,190
Paid GrantUNIVERSITY OF IOWA FOUNDATIONGENERAL OPERATIONSPUBLICIOWA CITY, IA, US$41,190
Filing and Contact Details

Filer

EIN
39-6795378
Raw XML AppendixShowing 400 of 510 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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