Civic Intelligence

Barbara Swiler Charitable Trust C/O Two Rivers Bank & Trust

990 • Fiscal year 2017 • EIN 42-6477222

Mar 01, 2016 to Feb 28, 2017 • Filed on Apr 06, 2017

Organization ProfileN/A
PO Box 728Burlington, IA 52601

(319) 753-9100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$4,554

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

2.4%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$469,301

Up $10,999 (+2.4%) from 2016

Net Assets

Up

$469,301

Up $10,999 (+2.4%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

Up

$37,675

Up $19,438 (+107%) from 2016

Expenses

Down

$26,676

Down $2,921 (-9.9%) from 2016

Net Income

Up

$10,999

Up $22,359 (+197%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2011: $447,931Net Assets 2011: $447,9312011Assets 2012: $446,697Net Assets 2012: $446,6972012Assets 2013: $452,603Net Assets 2013: $452,6032013Assets 2014: $457,856Net Assets 2014: $457,8562014Assets 2015: $469,662Net Assets 2015: $469,6622015Assets 2016: $458,302Net Assets 2016: $458,3022016Assets 2017: $469,301Liabilities 2017: $0Net Assets 2017: $469,3012017Assets 2018: $467,946Liabilities 2018: $0Net Assets 2018: $467,9462018Assets 2019: $472,871Liabilities 2019: $0Net Assets 2019: $472,8712019Assets 2020: $466,337Liabilities 2020: $0Net Assets 2020: $466,3372020Assets 2021: $484,662Liabilities 2021: $0Net Assets 2021: $484,6622021Assets 2022: $451,921Liabilities 2022: $0Net Assets 2022: $451,9212022Assets 2023: $438,886Net Assets 2023: $438,8862023Assets 2024: $424,193Net Assets 2024: $424,1932024Assets 2025: $445,972Net Assets 2025: $445,9722025

Highlighted filing

2017

Assets$469,301
Liabilities$0
Net Assets$469,301
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2011: $21,498Expenses 2011: $17,143Net Income 2011: $4,3552011Revenue 2012: $16,552Expenses 2012: $17,786Net Income 2012: -$1,2342012Revenue 2013: $25,658Expenses 2013: $19,752Net Income 2013: $5,9062013Revenue 2014: $21,240Expenses 2014: $15,987Net Income 2014: $5,2532014Revenue 2015: $30,139Expenses 2015: $18,333Net Income 2015: $11,8062015Revenue 2016: $18,237Expenses 2016: $29,597Net Income 2016: -$11,3602016Revenue 2017: $37,675Expenses 2017: $26,676Net Income 2017: $10,9992017Revenue 2018: $24,437Expenses 2018: $25,792Net Income 2018: -$1,3552018Revenue 2019: $32,020Expenses 2019: $27,095Net Income 2019: $4,9252019Revenue 2020: $22,376Expenses 2020: $28,910Net Income 2020: -$6,5342020Revenue 2021: $23,834Expenses 2021: $5,509Net Income 2021: $18,3252021Revenue 2022: $21,699Expenses 2022: $54,440Net Income 2022: -$32,7412022Revenue 2023: $17,941Expenses 2023: $30,976Net Income 2023: -$13,0352023Revenue 2024: $19,773Expenses 2024: $34,467Net Income 2024: -$14,6942024Revenue 2025: $28,783Expenses 2025: $7,004Net Income 2025: $21,7792025

Highlighted filing

2017

Revenue$37,675
Expenses$26,676
Net Income$10,999
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Apr 6, 2017
Return Version
2016v3.0
Gross Receipts
$206,854
Mission and Program Overview

Mission

Support specific charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$458,302$469,301▲ $10,999
Investments in Publicly Traded Securities$452,951$466,663▲ $13,712
Accounts Receivable$3,324$2,231▼ $1,093
Cash and Non-Interest-Bearing Accounts$2,027$407▼ $1,620
Total Assets$458,302$469,301▲ $10,999
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$458,302$469,301▲ $10,999
Total Liabilities and Net Assets / Fund Balance$458,302$469,301▲ $10,999
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
-Trustee$4,554$4,554
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,675
Other Revenue
$0
Change in Net Assets
$10,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,272
Salaries, Compensation, and Employee Benefits$4,554
Other Expenses$2,850
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,272--$19,272
Current Officers, Directors, Trustees, and Key Employees$4,554--$4,554
Fees for Services Legal$2,550--$2,550
Fees for Services Accounting$300--$300
Total Functional Expenses$26,676$0$0$26,676
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christ Episcopal ChurchBurlington, IA--$6,319
Ymca of BurlingtonBurlington, IA--$5,687
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Barbara Swiler Charitable Trust
EIN
42-6477222
Phone
3197539100
Address
PO BOX 728, BURLINGTON, IA 52601

Signing Officer

Name
Two Rivers Bank Trust
Title
Trustee
Phone
3197539100
Signed
2017-04-06
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
CPA Associates Pc
Address
PO BOX 547, BURLINGTON, IA 52601
Preparer
Michael W Dick
Phone
3197526348
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Support of ymca in burlington, ia.”

Raw XML Appendix376 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST WAS ATTENTIVE AND RESPONSIVE TO THE FOLLOWING SUPPORTED ORGANIZATIONS: IOWA WESLEYAN UNIVERSITY 4,107 YMCA OF BURLINGTON, IA 5,687 DES MOINES CO HISTORICAL SOC 3,159 CHRIST EPISCOPAL CHURCH 6,319
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04107
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15687
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt23159
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt36319
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IOWA WESLEYAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1YMCA OF BURLINGTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2DES MOINES COUNTY HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CHRIST EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0IOWA WESLEYAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1YMCA OF BURLINGTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2DES MOINES COUNTY HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt3CHRIST EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt019272
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt06319
IRS990ScheduleI/RecipientTable/CashGrantAmt15687
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHRIST EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1YMCA OF BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0623 N 5TH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12410 MT PLEASANT ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd152601
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT OF YMCA IN BURLINGTON, IA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0458302
IRS990/TotalAssetsEOYAmt0469301
IRS990/TotalAssetsGrp/BOYAmt0458302
IRS990/TotalAssetsGrp/EOYAmt0469301
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026676
IRS990/TotalFunctionalExpensesGrp/TotalAmt026676
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0458302
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469301
IRS990/TotalOtherProgSrvcExpenseAmt013091
IRS990/TotalOtherProgSrvcGrantAmt05687
IRS990/TotalProgramServiceExpensesAmt026676
IRS990/TotalReportableCompFromOrgAmt04554
IRS990/TotalRevenueGrp/ExclusionAmt014647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037675
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0458302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0469301
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 728
IRS990/USAddress/CityNm0BURLINGTON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052601
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TWO RIVERS BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03197539100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA SWILER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TWO RIVERS BANK & TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0426477222
ReturnHeader/Filer/PhoneNum03197539100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 728
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F10BDB18A1CF972FEDDD2AAD74794DE68278809F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F10BDB18A1CF972FEDDD2AAD74794DE68278809F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421144302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052601
ReturnHeader/PreparerPersonGrp/PhoneNum03197526348
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W DICK
ReturnHeader/ReturnTs02017-04-15T17:15:25+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,301
Liabilities
$0
Net assets
$469,301
Revenue
$37,675
Expenses
$26,676
Net income
$10,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.46$4.46$0.29$0.07$0.22
2024Detailed filing. Detailed filing data is available for this year.$4.24$4.24$0.20$0.34$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.39$4.39$0.18$0.31$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.22$0.54$0.33
2021Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.24$0.06$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.22$0.29$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.32$0.27$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.24$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.38$0.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.58$4.58$0.18$0.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.70$4.70$0.30$0.18$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.58$4.58$0.21$0.16$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$4.53$0.26$0.20$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$4.47$0.17$0.18$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$4.48$0.21$0.17$0.04