Civic Intelligence

The Swanson Foundation

990PF • Fiscal year 2021 • EIN 46-5523116

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

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

81st percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

59th percentile

38%

Higher net margin than 59% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

12th percentile

-5.9%

Faster asset growth than 12% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

9981%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$2,382,185

Down $149,003 (-5.9%) from 2020

Net Assets

Down

$2,382,185

Down $149,003 (-5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin59th percentile

Revenue

Up

$1,523,890

Up $1,508,773 (+9981%) from 2020

Expenses

Down

$944,690

Down $209,318 (-18%) from 2020

Net Income

Up

$579,200

Up $1,718,091 (+151%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$2,382,185
Liabilities$0
Net Assets$2,382,185
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$1,523,890
Expenses$944,690
Net Income$579,200
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
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
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, ALBANY, NY 12212-5201
Preparer
Christine DiIonna
Phone
5186405000
Raw XML Appendix280 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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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0320871
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11196608
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0320871
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11196608
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0See Attached List
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1See Attached List
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-11-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1728203
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Swanson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02022-04-06T15:28:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Swanson
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,382,185
Liabilities
$0
Net assets
$2,382,185
Revenue
$1,523,890
Expenses
$944,690
Net income
$579,200
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