Civic Intelligence

The Swanson Foundation

990PF • Fiscal year 2020 • EIN 46-5523116

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
C/O THE AYCO COMPANY - PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-7534%

Higher net margin than 1% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

2nd percentile

-31%

Faster asset growth than 2% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$2,531,188

Down $1,138,891 (-31%) from 2019

Net Assets

Down

$2,531,188

Down $1,138,891 (-31%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin1st percentile

Revenue

Down

$15,117

Down $3,545,866 (-100%) from 2019

Expenses

Down

$1,154,008

Down $312,839 (-21%) from 2019

Net Income

Down

-$1,138,891

Down $3,233,027 (-154%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2020

Assets$2,531,188
Liabilities$0
Net Assets$2,531,188
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

2020

Revenue$15,117
Expenses$1,154,008
Net Income-$1,138,891
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th 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 - PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
William Swanson
Title
Trustee
Phone
5186405000
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15014, Albany, NY 12212-5014
Preparer
Christine DiIonna
Phone
5186405000
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0William Swanson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
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 - PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
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/ReturnTs02021-05-17T14:36:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Swanson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,531,188
Liabilities
$0
Net assets
$2,531,188
Revenue
$15,117
Expenses
$1,154,008
Net income
-$1,138,891
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