Civic Intelligence

Ella and Les Swindell Foundation

990PF • Fiscal year 2017 • EIN 56-6042828

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 14, 2018

Organization Profile
191 Drum InletMorehead City, NC 28557

(252) 247-5214

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

7.4%

Faster asset growth than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

161%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$337,425

Up $23,385 (+7.4%) from 2016

Net Assets

Up

$337,425

Up $23,385 (+7.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Up

$53,475

Up $33,001 (+161%) from 2016

Expenses

Down

$30,090

Down $2,278 (-7.0%) from 2016

Net Income

Up

$23,385

Up $35,279 (+297%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $363,471Liabilities 2011: $02011Assets 2012: $346,482Liabilities 2012: $02012Assets 2013: $339,011Liabilities 2013: $0Net Assets 2013: $339,0112013Assets 2014: $330,888Liabilities 2014: $0Net Assets 2014: $330,8882014Assets 2015: $325,934Liabilities 2015: $0Net Assets 2015: $325,9342015Assets 2016: $314,040Liabilities 2016: $0Net Assets 2016: $314,0402016Assets 2017: $337,425Liabilities 2017: $0Net Assets 2017: $337,4252017Assets 2018: $318,899Liabilities 2018: $0Net Assets 2018: $318,8992018Assets 2019: $298,186Liabilities 2019: $0Net Assets 2019: $298,1862019Assets 2020: $290,743Liabilities 2020: $0Net Assets 2020: $290,7432020Assets 2021: $272,058Liabilities 2021: $0Net Assets 2021: $272,0582021Assets 2022: $256,068Liabilities 2022: $0Net Assets 2022: $256,0682022Assets 2023: $250,578Liabilities 2023: $0Net Assets 2023: $250,5782023Assets 2024: $239,261Liabilities 2024: $0Net Assets 2024: $239,2612024

Highlighted filing

2017

Assets$337,425
Liabilities$0
Net Assets$337,425
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $53,224Expenses 2011: $25,464Net Income 2011: $27,7602011Revenue 2012: $10,950Expenses 2012: $27,939Net Income 2012: -$16,9892012Revenue 2013: $23,302Expenses 2013: $30,773Net Income 2013: -$7,4712013Revenue 2014: $22,147Expenses 2014: $30,270Net Income 2014: -$8,1232014Revenue 2015: $25,410Expenses 2015: $30,364Net Income 2015: -$4,9542015Revenue 2016: $20,474Expenses 2016: $32,368Net Income 2016: -$11,8942016Revenue 2017: $53,475Expenses 2017: $30,090Net Income 2017: $23,3852017Revenue 2018: $15,528Expenses 2018: $34,054Net Income 2018: -$18,5262018Revenue 2019: $15,283Expenses 2019: $35,996Net Income 2019: -$20,7132019Revenue 2020: $22,168Expenses 2020: $29,611Net Income 2020: -$7,4432020Revenue 2021: $9,751Expenses 2021: $28,798Net Income 2021: -$19,0472021Revenue 2022: $8,628Expenses 2022: $24,618Net Income 2022: -$15,9902022Revenue 2023: $16,264Expenses 2023: $21,754Net Income 2023: -$5,4902023Revenue 2024: $29,861Expenses 2024: $41,178Net Income 2024: -$11,3172024

Highlighted filing

2017

Revenue$53,475
Expenses$30,090
Net Income$23,385
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE R SWINDELLTrustee-$0--
PRISCILLA SWINDELLTrustee-$0--
BRANDT SWINDELLTrustee-$0--
ROBIN DILLSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CONTRIBUTIONSPAIDRALEIGH, NC, US$23,600
Filing and Contact Details

Filer

Filer Name
Ella and Les Swindell Foundation
EIN
56-6042828
Phone
2522475214
Address
191 DRUM INLET, MOREHEAD CITY, NC 28557

Signing Officer

Name
Anne R Swindell
Title
Trustee
Phone
2522475214
Signed
2018-02-14

Preparer

Firm
Harvell & Company
Address
407 N 35TH ST, MOREHEAD CITY, NC 28557-3107
Preparer
Debra F Harvell CPA
Phone
2527267010
Raw XML Appendix337 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/QualifyingDistributionsAmt025222
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/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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0409 BERNICE PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VIRGINIA BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023452
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Q1 ADVISORS INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum07576202643
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt023600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ATTACHED CHARITABLE DISTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O 612 GRAND PRINCE LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0C/O 612 GRAND PRINCE LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023600
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/AppliedToCurrentYearAmt025222
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025687
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03096
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0224
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05366
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0224
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0219
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025222
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06400
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06865
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01294
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03881
TaxesSchedule/TaxesDetail/Amt0136
TaxesSchedule/TaxesDetail/Amt1146
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt034
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt136
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0102
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1110
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE R SWINDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02522475214
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLA AND LES SWINDELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELLA
ReturnHeader/Filer/EIN0566042828
ReturnHeader/Filer/PhoneNum02522475214
ReturnHeader/Filer/USAddress/AddressLine1Txt0191 DRUM INLET
ReturnHeader/Filer/USAddress/CityNm0MOREHEAD CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028557
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06A08E1B086DF0EFBCDA898BD8AC1D1DB2BFA6193
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06A08E1B086DF0EFBCDA898BD8AC1D1DB2BFA6193
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.12.29.172
ReturnHeader/FilingSecurityInformation/IPDt02018-02-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:30:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561638995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARVELL & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0407 N 35TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOREHEAD CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0285573107
ReturnHeader/PreparerPersonGrp/PhoneNum02527267010
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA F HARVELL CPA
ReturnHeader/ReturnTs02018-02-28T09:30:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$337,425
Liabilities
$0
Net assets
$337,425
Revenue
$53,475
Expenses
$30,090
Net income
$23,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.30$0.41$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16$0.22$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.09$0.25$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.10$0.29$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.22$0.30$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.15$0.36$0.21
2018Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.16$0.34$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.53$0.30$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.20$0.32$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.25$0.30$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.22$0.30$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.23$0.31$0.07
2012Summary only. Only limited summary data is available for this year.$3.46$0.00$0.11$0.28$0.17
2011Summary only. Only limited summary data is available for this year.$3.63$0.00$0.53$0.25$0.28