Civic Intelligence

Harold W Sweatt Foundation

990PF • Fiscal year 2019 • EIN 41-6075860

Mar 01, 2018 to Feb 28, 2019 • Filed on Jul 10, 2019

Organization Profile
P O Box 161447Big Sky, MT 59716

(406) 995-3367

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2016 to 2019

Revenue Growth

27th percentile

-8.4%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,709,309

Up $327,618 (+9.7%) from 2016

Net Assets

$3,709,309

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Down

$566,013

Down $169,625 (-23%) from 2016

Expenses

Up

$223,162

Up $440 (+0.2%) from 2016

Net Income

Down

$342,851

Down $170,065 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,851,209Liabilities 2012: $02012Assets 2013: $2,860,273Liabilities 2013: $02013Assets 2014: $2,863,010Liabilities 2014: $02014Assets 2015: $2,868,775Liabilities 2015: $02015Assets 2016: $3,381,691Liabilities 2016: $02016Assets 2019: $3,709,309Liabilities 2019: $0Net Assets 2019: $3,709,3092019Assets 2020: $3,631,791Liabilities 2020: $0Net Assets 2020: $3,631,7912020Assets 2021: $3,593,556Liabilities 2021: $0Net Assets 2021: $3,593,5562021Assets 2022: $3,531,154Liabilities 2022: $0Net Assets 2022: $3,531,1542022Assets 2023: $3,238,814Liabilities 2023: $0Net Assets 2023: $3,238,8142023Assets 2024: $3,177,303Liabilities 2024: $12024

Highlighted filing

2019

Assets$3,709,309
Liabilities$0
Net Assets$3,709,309
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $100,570Expenses 2012: $131,244Net Income 2012: -$30,6742012Revenue 2013: $135,809Expenses 2013: $126,745Net Income 2013: $9,0642013Revenue 2014: $114,863Expenses 2014: $112,126Net Income 2014: $2,7372014Revenue 2015: $123,487Expenses 2015: $144,716Net Income 2015: -$21,2292015Revenue 2016: $735,638Expenses 2016: $222,722Net Income 2016: $512,9162016Revenue 2019: $566,013Expenses 2019: $223,162Net Income 2019: $342,8512019Revenue 2020: $168,220Expenses 2020: $245,738Net Income 2020: -$77,5182020Revenue 2021: $228,839Expenses 2021: $267,074Net Income 2021: -$38,2352021Revenue 2022: $229,017Expenses 2022: $291,420Net Income 2022: -$62,4032022Revenue 2023: $41,632Expenses 2023: $333,972Net Income 2023: -$292,3402023Revenue 2024: $234,226Expenses 2024: $291,200Net Income 2024: -$56,9742024

Highlighted filing

2019

Revenue$566,013
Expenses$223,162
Net Income$342,851
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jul 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IAN M REEDCo-Trustee-$0--
WILLIAM S REEDCo-Trustee-$0--
HAROLD S REEDCo-Trustee-$0--
LACHLAN W REEDCo-Trustee-$0--
MARK H REEDCo-Trustee-$0--
AIDA REED LUCECo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITY-BIG SKY, MT, US$170,250
Filing and Contact Details

Filer

Filer Name
Harold W Sweatt Foundation
EIN
41-6075860
Phone
4069953367
Address
P O BOX 161447, BIG SKY, MT 59716

Signing Officer

Name
William S Reed
Title
Co-trustee
Signed
2019-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Sevenich Butler Gerlach & Brazil Ltd
Address
2221 FORD PARKWAY SUITE 300, ST PAUL, MN 55116-1800
Preparer
Darcy M Rasmussen
Phone
6516901040
Raw XML Appendix350 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0182967
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0785
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0182967
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER REED
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 161447
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIG SKY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059716
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04069953367
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A THE HAROLD W SWEATT FOUNDATION ADMINISTERS A GRANT PROGRAM AND DOES NOT GET INVOLVED WITH DIRECT CHARITABLE ACTIVITIES.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS DISCRETION SHOULD BE UTILIZED. HOWEVER, MAIL REQUESTS ONLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HAROLD W SWEATT FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04069953367
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 161447
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BIG SKY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059716
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0170250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 161447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0P O BOX 161447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIG SKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059716
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0170250
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/AppliedToCurrentYearAmt037
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0182930
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203788
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0182967
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0203751
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0182930
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0A LACHLAN REED TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0231 ROYAL PALM WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033480
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0455799
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE OF MINNESOTA FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0491
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2651
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0491
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2651
OtherIncomeSchedule2/OtherIncomeDetail/Desc0APACHE CORPORATION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0118
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt116500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16600
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/Amt13228
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX REFUND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt098
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM S REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAROLD W SWEATT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0416075860
ReturnHeader/Filer/PhoneNum04069953367
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 161447
ReturnHeader/Filer/USAddress/CityNm0BIG SKY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059716
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0106A77C31000FD574AB1FD8AE784DCE8F91E2C3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0106A77C31000FD574AB1FD8AE784DCE8F91E2C3D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.244.220.234
ReturnHeader/FilingSecurityInformation/IPDt02019-07-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:24:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411253104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEVENICH BUTLER GERLACH & BRAZIL LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02221 FORD PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0551161800
ReturnHeader/PreparerPersonGrp/PhoneNum06516901040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCY M RASMUSSEN
ReturnHeader/ReturnTs02019-07-30T10:24:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,709,309
Liabilities
$0
Net assets
$3,709,309
Revenue
$566,013
Expenses
$223,162
Net income
$342,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$3.18$0.00$0.23$0.29$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.04$0.33$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.23$0.29$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.23$0.27$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.17$0.25$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.57$0.22$0.34
2016Summary only. Only limited summary data is available for this year.$3.38$0.00$0.74$0.22$0.51
2015Summary only. Only limited summary data is available for this year.$2.87$0.00$0.12$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$2.86$0.00$0.11$0.11$0.00
2013Summary only. Only limited summary data is available for this year.$2.86$0.00$0.14$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$2.85$0.00$0.10$0.13$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits