Civic Intelligence

The Swanson Foundation

990PF • Fiscal year 2019 • EIN 46-5523116

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 14, 2020

Organization Profile
C/O The Ayco CompanyAlbany, NY 12212-5014

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.00x

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

77th percentile

59%

Higher net margin than 77% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,670,079

Up $785,241 (+27%) from 2015

Net Assets

$3,670,079

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin77th percentile

Revenue

Up

$3,560,983

Up $1,776,029 (+99%) from 2015

Expenses

Up

$1,466,847

Up $90,618 (+6.6%) from 2015

Net Income

Up

$2,094,136

Up $1,685,411 (+412%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,184,492Liabilities 2014: $02014Assets 2015: $2,884,838Liabilities 2015: $02015Assets 2019: $3,670,079Liabilities 2019: $0Net Assets 2019: $3,670,0792019Assets 2020: $2,531,188Liabilities 2020: $0Net Assets 2020: $2,531,1882020Assets 2021: $2,382,185Liabilities 2021: $0Net Assets 2021: $2,382,1852021Assets 2022: $2,194,440Liabilities 2022: $0Net Assets 2022: $2,194,4402022Assets 2023: $1,420,097Liabilities 2023: $0Net Assets 2023: $1,420,0972023Assets 2024: $1,702,073Liabilities 2024: $0Net Assets 2024: $1,702,0732024

Highlighted filing

2019

Assets$3,670,079
Liabilities$0
Net Assets$3,670,079
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $4,553,919Expenses 2014: $58,082Net Income 2014: $4,495,8372014Revenue 2015: $1,784,954Expenses 2015: $1,376,229Net Income 2015: $408,7252015Revenue 2019: $3,560,983Expenses 2019: $1,466,847Net Income 2019: $2,094,1362019Revenue 2020: $15,117Expenses 2020: $1,154,008Net Income 2020: -$1,138,8912020Revenue 2021: $1,523,890Expenses 2021: $944,690Net Income 2021: $579,2002021Revenue 2022: $1,825,213Expenses 2022: $918,780Net Income 2022: $906,4332022Revenue 2023: $1,111,623Expenses 2023: $1,135,715Net Income 2023: -$24,0922023Revenue 2024: $1,557,941Expenses 2024: $635,455Net Income 2024: $922,4862024

Highlighted filing

2019

Revenue$3,560,983
Expenses$1,466,847
Net Income$2,094,136
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William H SwansonTrustee-$0--
Cheryl K SwansonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Swanson Foundation
EIN
46-5523116
In Care Of
% C/O THE AYCO COMPANY - NTG
Phone
5186405000
Address
C/O THE AYCO COMPANY, Albany, NY 12212-5014

Signing Officer

Name
William H Swanson
Title
Trustee
Phone
5186405000
Signed
2020-04-14
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15014, Albany, NY 12212-5014
Preparer
Christine DiIonna
Phone
5186405000
Raw XML Appendix316 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William H Swanson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cheryl K Swanson
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0131129
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0131129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01238120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01194947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01094277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01152304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06001866
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01322218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01238120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01194947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01094277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01152304
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01453347
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01322218
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06001866
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04679648
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0William H and Cheryl K Swanson
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1William H and Cheryl K Swanson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O The Ayco Co PO Box 15014
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O The Ayco Co PO Box 15014
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Albany
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Albany
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0122125014
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1122125014
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01016950
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11011581
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01016950
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11011581
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc05,500 Shs Raytheon Co
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14,700 Shs Raytheon Co
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-06-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-11-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01454853
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OF FMV OVER COST BASIS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OF STOCK DONATED INTO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
TaxesSchedule/TaxesDetail/Amt010000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H SWANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Swanson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0465523116
ReturnHeader/Filer/InCareOfNm0% C/O THE AYCO COMPANY - NTG
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O THE AYCO COMPANY
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064E326594ACA797352E9040581C26CF45152FA85
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064E326594ACA797352E9040581C26CF45152FA85
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014244320201145000048
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-04-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.4.182.14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15014
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125014
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02020-04-23T15:06:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,670,079
Liabilities
$0
Net assets
$3,670,079
Revenue
$3,560,983
Expenses
$1,466,847
Net income
$2,094,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.56$0.64$0.92
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.11$1.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.83$0.92$0.91
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$1.52$0.94$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.02$1.15$1.14
2019Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$3.56$1.47$2.09
2015Summary only. Only limited summary data is available for this year.$2.88$0.00$1.78$1.38$0.41
2014Summary only. Only limited summary data is available for this year.$3.18$0.00$4.55$0.06$4.50