Civic Intelligence

Swan Conservation Trust

EIN 62-1533892 • 501(c)3 • Summertown, TN

Profile

CHARITABLE LAND TRUST

PO Box 162Summertown, TN 38483

www.swantrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

3.9%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,726,508

Up $64,799 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,726,508

Up $64,799 (+3.9%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin94th percentile

Revenue

Up

$92,476

Up $33,520 (+57%) from 2023

Expenses

Up

$27,677

Up $12,185 (+79%) from 2023

Net Income

Up

$64,799

Up $21,335 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,694,721Liabilities 2011: $292,313Net Assets 2011: $1,402,4082011Assets 2012: $1,211,802Liabilities 2012: $171,788Net Assets 2012: $1,040,0142012Assets 2013: $1,208,444Liabilities 2013: $149,547Net Assets 2013: $1,058,8972013Assets 2014: $1,231,222Liabilities 2014: $117,166Net Assets 2014: $1,114,0562014Assets 2015: $1,224,130Liabilities 2015: $0Net Assets 2015: $1,224,1302015Assets 2016: $1,226,724Liabilities 2016: $0Net Assets 2016: $1,226,7242016Assets 2017: $1,227,637Liabilities 2017: $0Net Assets 2017: $1,227,6372017Assets 2018: $1,230,979Liabilities 2018: $0Net Assets 2018: $1,230,9792018Assets 2019: $1,242,585Liabilities 2019: $0Net Assets 2019: $1,242,5852019Assets 2020: $1,262,144Liabilities 2020: $0Net Assets 2020: $1,262,1442020Assets 2021: $1,313,091Liabilities 2021: $0Net Assets 2021: $1,313,0912021Assets 2022: $1,575,957Liabilities 2022: $0Net Assets 2022: $1,575,9572022Assets 2023: $1,661,709Liabilities 2023: $0Net Assets 2023: $1,661,7092023Assets 2024: $1,726,508Liabilities 2024: $0Net Assets 2024: $1,726,5082024

Highlighted filing

2024

Assets$1,726,508
Liabilities$0
Net Assets$1,726,508
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $616,537Expenses 2011: $43,608Net Income 2011: $572,9292011Revenue 2012: $68,040Expenses 2012: $430,434Net Income 2012: -$362,3942012Revenue 2013: $59,128Expenses 2013: $40,245Net Income 2013: $18,8832013Revenue 2014: $93,122Expenses 2014: $37,963Net Income 2014: $55,1592014Revenue 2015: $139,720Expenses 2015: $29,646Net Income 2015: $110,0742015Revenue 2016: $33,197Expenses 2016: $30,603Net Income 2016: $2,5942016Revenue 2017: $32,909Expenses 2017: $31,996Net Income 2017: $9132017Revenue 2018: $26,921Expenses 2018: $23,579Net Income 2018: $3,3422018Revenue 2019: $32,688Expenses 2019: $21,082Net Income 2019: $11,6062019Revenue 2020: $34,650Expenses 2020: $15,091Net Income 2020: $19,5592020Revenue 2021: $63,013Expenses 2021: $12,066Net Income 2021: $50,9472021Revenue 2022: $249,224Expenses 2022: $14,658Net Income 2022: $234,5662022Revenue 2023: $58,956Expenses 2023: $15,492Net Income 2023: $43,4642023Revenue 2024: $92,476Expenses 2024: $27,677Net Income 2024: $64,7992024

Highlighted filing

2024

Revenue$92,476
Expenses$27,677
Net Income$64,799
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,726,508
Liabilities
$0
Net assets
$1,726,508
Revenue
$92,476
Expenses
$27,677
Net income
$64,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.09$0.03$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.06$0.02$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.25$0.01$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.06$0.01$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.03$0.02$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.03$0.02$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.03$0.02$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.03$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.03$0.03$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.14$0.03$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.12$1.11$0.09$0.04$0.06
2013Summary only. Only limited summary data is available for this year.$1.21$0.15$1.06$0.06$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$1.21$0.17$1.04$0.07$0.43$0.36
2011Summary only. Only limited summary data is available for this year.$1.69$0.29$1.40$0.62$0.04$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.2
Gross Receipts
$97,168
Mission and Program Overview

Mission

CHARITABLE LAND TRUST

Swan Trust has been a volunteer nonprofit with a totally independent, unpaid board that has preserved, protected, and restored native hardwood forests, biodiversity, wildlife habitat, and water quality on the TN Western Highland Rim for the past 30 years. In 2022, Swan Trust purchased 141 acres, increasing our preserved land to 1,500 acres. Volunteers work to eliminate invasive species and monitor conservation easements. Volunteers provide public education to protect the environment through hikes, newsletters, bioblitz, and childrens programs on climate change, plant, animal and insect biodiversity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,474,571$1,474,571→ $0
Cash and Non-Interest-Bearing Accounts$187,138$251,565▲ $64,427
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,661,709$1,726,508▲ $64,799
Other Assets Total-$372-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,639,733$1,704,532▲ $64,799
Net Assets With Donor Restrictions$21,976$21,976→ $0
Total Net Assets Fund Balance$1,661,709$1,726,508▲ $64,799
Total Liabilities and Net Assets / Fund Balance$1,661,709$1,726,508▲ $64,799

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,470,846-$1,470,846
Equipment$3,725-$3,725
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James MoorePresident
Rose CrockettVice President
Alana Ellen CookTrustee
Cindy ThomasTrustee
Cynthia RohrbachTrustee
Kenneth BreckenridgeTrustee
Nathan LaffertyTrustee
Theresa BrownTrustee
Carol NelsonSecretary
Michael a LeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,607
Program Service Revenue
$0
Investment Income
$8,800
Other Revenue
$13,069
All Other Contributions
$70,607
Change in Net Assets
$64,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,677
Total Fundraising Expense$3,877
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$462$3,893-$4,355
Fees for Services Accounting-$1,405-$1,405
Office Expenses$592$635-$1,227
Advertising$107-$943$1,050
Conferences and Meetings$768-$104$872
Occupancy$651-$217$868
Information Technology$564$100-$664
Other Expenses$590$373$2,613$590
All Other Expenses$181--$181
Fees for Services Other$75--$75
Total Functional Expenses$17,394$6,406$3,877$27,677
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,461
Fundraising Direct Expenses$4,692
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Sent to Trustees for their review”

Form 990, Part VI, Section B, Line 12C

“Providing the policy to board members and discussing the policy when relevant”

Form 990, Part VI, Section C, Line 18

“On the Tennessee Secretary of State's website, upon request and on Charity Navigator's website.”

Form 990, Part VI, Section C, Line 19

“Filed as part of the annual renewal with the tennessee secretary of state and provided in the annual newletter.”

FORM 990, PART VI, LINE 11B

“The 990 and schedules are provided to the entire board of trustees. A minimum of two trustees reviews the tax returns.”

Filing and Contact Details

Filer

Filer Name
Swan Conservation Trust
EIN
62-1533892
Phone
9319644402
Address
PO BOX 162, SUMMERTOWN, TN 38483

Signing Officer

Name
James Moore
Title
President
Signed
2025-07-01
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
36

Preparer

Firm
James B Hughes Jr CPA
Address
1709 Wedgewood Dr, Columbia, TN 38401
Preparer
James B Hughes Jr
Phone
9313818888
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“In 2024, Swan Trust began working on the Nashville Highland Rim Forest project (NHRF), promoting conservation easements to link a 50,000-acre forest corridor between existing parks in Nashville, Tennessee to protect water and air quality in Nashville and promote wildlife conservation. This included holding educational meetings with landowners, and preparing/funding conservation easements. This project is under Swan Trusts Preservation Program.”

Form 990, Part III, Line 2

“In 2022, swan trust purchased 141 acres for its contiguous preserve. Volunteer staff spent 5 hours on 8/26/2022 and 4 hours on 9/24/2022 eliminating invasive species on this land. All supplies, rental of equipment and travel expenses were covered by volunteers.”

Financial Statement Notes

Part II, Line 5: Summarized Policy

“The policy requirements are reflected in each different conservation easement's document.”

Part II, Line 9: Organization Reporting of conservation easements.

“The organization had no expenses for 2023 for conservation easement monitoring. Monitoring and inspection was preformed by volunteers. As of december 31, 2023, the organizaion had a fund of $2850 that was restricted for conservation easement stewardship and defense.”

Raw XML AppendixShowing 400 of 450 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Swan Trust has been a volunteer nonprofit with a totally independent, unpaid board that has preserved, protected, and restored native hardwood forests, biodiversity, wildlife habitat, and water quality on the TN Western Highland Rim for the past 30 years. In 2022, Swan Trust purchased 141 acres, increasing our preserved land to 1,500 acres. Volunteers work to eliminate invasive species and monitor conservation easements. Volunteers provide public education to protect the environment through hikes, newsletters, bioblitz, and childrens programs on climate change, plant, animal and insect biodiversity.
IRS990/AdvertisingGrp/FundraisingAmt0943
IRS990/AdvertisingGrp/ProgramServicesAmt0107
IRS990/AdvertisingGrp/TotalAmt01050
IRS990/AllOtherContributionsAmt070607
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0181
IRS990/AllOtherExpensesGrp/TotalAmt0181
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ALANA ELLEN COOK
IRS990/BooksInCareOfDetail/PhoneNum09319649955
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0179 SCHOOLHOUSE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SUMMERTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038483
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0187138
IRS990/CashNonInterestBearingGrp/EOYAmt0251565
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt0104
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0768
IRS990/ConferencesMeetingsGrp/TotalAmt0872
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt070607
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08800
IRS990/CYOtherExpensesAmt027677
IRS990/CYOtherRevenueAmt013069
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt064799
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt027677
IRS990/CYTotalFundraisingExpenseAmt03877
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt092476
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Swan Trusts Preservation Program includes land acquisitions, accepting gifts of land, and the preparation, filing, and monitoring of conservation easements. Swan Trust holds three conservation easements, which are monitored annually by volunteers. Volunteers perform all the work on grant proposals, easements, stewardship, and monitoring of the 1,500-acre Big Swan Headwaters Preserve and the 100-acre Highland Woods Preserve. The 25-acre Langford Branch State Natural Area is cooperatively managed with the State of Tennessee. In 2024, Swan Trust began work on the Nashville Highland Rim Forest project (NHRF). The NHRF project promotes conservation easements to link a 50,000-acre forest corridor between existing parks in Nashville, Tennessee to protect water and air quality in Nashville and promote wildlife conservation. This included promoting conservation easements with landowners, and preparing/funding conservation easements.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt021976
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt021976
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt012862
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01405
IRS990/FeesForServicesAccountingGrp/TotalAmt01405
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt075
IRS990/FeesForServicesOtherGrp/TotalAmt075
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt335.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt530.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL A LEE
IRS990/Form990PartVIISectionAGrp/PersonNm3CYNTHIA ROHRBACH
IRS990/Form990PartVIISectionAGrp/PersonNm4ROSE CROCKETT
IRS990/Form990PartVIISectionAGrp/PersonNm5ALANA ELLEN COOK
IRS990/Form990PartVIISectionAGrp/PersonNm6THERESA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7KENNETH BRECKENRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm8NATHAN LAFFERTY
IRS990/Form990PartVIISectionAGrp/PersonNm9CINDY THOMAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt04692
IRS990/FundraisingGrossIncomeAmt012461
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt097168
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0100
IRS990/InformationTechnologyGrp/ProgramServicesAmt0564
IRS990/InformationTechnologyGrp/TotalAmt0664
IRS990/InsuranceGrp/ManagementAndGeneralAmt03893
IRS990/InsuranceGrp/ProgramServicesAmt0462
IRS990/InsuranceGrp/TotalAmt04355
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt08800
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08800
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01474571
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01474571
IRS990/LandBldgEquipCostOrOtherBssAmt01474571
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To preserve, protect and restore native hardwood forests and scenic natural areas, biodiversity, wildlife habitat, and water quality on the Western Highland Rim of Tennessee. Each of its 3 programs are based on this mission statement.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01661709
IRS990/NetAssetsOrFundBalancesEOYAmt01726508
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07769
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01639733
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01704532
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0217
IRS990/OccupancyGrp/ProgramServicesAmt0651
IRS990/OccupancyGrp/TotalAmt0868
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0635
IRS990/OfficeExpensesGrp/ProgramServicesAmt0592
IRS990/OfficeExpensesGrp/TotalAmt01227
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0372
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Nashville Highland Rim Forest
IRS990/OtherExpensesGrp/Desc1Land tax
IRS990/OtherExpensesGrp/Desc2Kiosks
IRS990/OtherExpensesGrp/Desc3Dues & Subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt02613
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0373
IRS990/OtherExpensesGrp/ProgramServicesAmt07247
IRS990/OtherExpensesGrp/ProgramServicesAmt14443
IRS990/OtherExpensesGrp/ProgramServicesAmt21714
IRS990/OtherExpensesGrp/ProgramServicesAmt3590
IRS990/OtherExpensesGrp/TotalAmt010233
IRS990/OtherExpensesGrp/TotalAmt14443
IRS990/OtherExpensesGrp/TotalAmt21714
IRS990/OtherExpensesGrp/TotalAmt3590
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0HUNTING LEASE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05300
IRS990/OtherRevenueTotalAmt05300
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Swan Trusts Protection Program includes educational outreach to promote protection of Tennessees Western Highland Rim through plant, bird, arthropod, and amphibian identification hikes, annual newsletters, and childrens environmental programs. It also includes scientific research by colleges and universities. In 2024, Tennessee State University graduate students began surveying creeks on Big Swan Headwaters Preserve for the State-endangered Hellbender Salamander. Swan Trust provided 8 events between April and September with experts in botany, biology, ecology, ornithology, and biodiversity for public education. A calendar of these events was printed and mailed to 600 residents of Tennessee, Kentucky and Alabama and posted on the website. Two additional events were held to pick up litter in order to keep it out of streams and the Langford Branch State Natural Area. In 2024, Swan Trusts volunteer biologist met with students in a local school on fifteen occasions to perform fall seed collections and spring seed planting, to explore a wetland, to sample creek macroinvertebrates, and to begin birdwatching skills. Swan Trust volunteers provided tubs of macroinvertebrates from Big Swan Creek at the Hohenwald October Heritage Festival to teach children about biodiversity and water quality.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03367
IRS990/ProgSrvcAccomActy3Grp/Desc0Swan Trusts Restoration Program includes elimination of invasive plant species and stewardship of all its properties. In 2024, volunteers worked on the Star Branch land purchased in 2022 to eliminate invasive plant species on August 8 and September 19, 2024. All labor and equipment were provided free of charge.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01165
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt040998
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05956
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt015492
IRS990/PYOtherRevenueAmt012002
IRS990/PYRevenuesLessExpensesAmt043464
IRS990/PYTotalExpensesAmt015492
IRS990/PYTotalRevenueAmt058956
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt064799
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0242505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt057012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0444524
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01956
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019451
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95810
IRS990ScheduleA/PublicSupportPY170Pct00.97100
IRS990ScheduleA/PublicSupportTotal170Amt0444524
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040998
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0242505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt057012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033402
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0444524
IRS990ScheduleA/TotalSupportAmt0463975
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03725
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03725
IRS990ScheduleD/LandGrp/BookValueAmt01470846
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01470846
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE POLICY REQUIREMENTS ARE REFLECTED IN EACH DIFFERENT CONSERVATION EASEMENT'S DOCUMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAD NO EXPENSES FOR 2023 FOR CONSERVATION EASEMENT MONITORING. MONITORING AND INSPECTION WAS PREFORMED BY VOLUNTEERS. AS OF DECEMBER 31, 2023, THE ORGANIZAION HAD A FUND OF $2850 THAT WAS RESTRICTED FOR CONSERVATION EASEMENT STEWARDSHIP AND DEFENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 5: Summarized Policy
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 9: Organization Reporting of conservation easements.
IRS990ScheduleD/TotalAcreageCnt018
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01474571
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In 2024, Swan Trust began working on the Nashville Highland Rim Forest project (NHRF), promoting conservation easements to link a 50,000-acre forest corridor between existing parks in Nashville, Tennessee to protect water and air quality in Nashville and promote wildlife conservation. This included holding educational meetings with landowners, and preparing/funding conservation easements. This project is under Swan Trusts Preservation Program.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Sent to Trustees for their review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDING THE POLICY TO BOARD MEMBERS AND DISCUSSING THE POLICY WHEN RELEVANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3On the Tennessee Secretary of State's website, upon request and on Charity Navigator's website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FILED AS PART OF THE ANNUAL RENEWAL WITH THE TENNESSEE SECRETARY OF STATE AND PROVIDED IN THE ANNUAL NEWLETTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IN 2022, SWAN TRUST PURCHASED 141 ACRES FOR ITS CONTIGUOUS PRESERVE. VOLUNTEER STAFF SPENT 5 HOURS ON 8/26/2022 AND 4 HOURS ON 9/24/2022 ELIMINATING INVASIVE SPECIES ON THIS LAND. ALL SUPPLIES, RENTAL OF EQUIPMENT AND TRAVEL EXPENSES WERE COVERED BY VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 990 AND SCHEDULES ARE PROVIDED TO THE ENTIRE BOARD OF TRUSTEES. A MINIMUM OF TWO TRUSTEES REVIEWS THE TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, LINE 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01661709
IRS990/TotalAssetsEOYAmt01726508
IRS990/TotalAssetsGrp/BOYAmt01661709
IRS990/TotalAssetsGrp/EOYAmt01726508
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070607
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03877
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06406
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017394
IRS990/TotalFunctionalExpensesGrp/TotalAmt027677
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.