Civic Intelligence

Swan Conservation Trust

990 • Fiscal year 2022 • EIN 62-1533892

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profilewww.swantrust.org
PO Box 162Summertown, TN 38483

(931) 964-4402

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

296%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,575,957

Up $262,866 (+20%) from 2021

Net Assets

Up

$1,575,957

Up $262,866 (+20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$249,224

Up $186,211 (+296%) from 2021

Expenses

Up

$14,658

Up $2,592 (+21%) from 2021

Net Income

Up

$234,566

Up $183,619 (+360%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$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

2022

Assets$1,575,957
Liabilities$0
Net Assets$1,575,957
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$249,224
Expenses$14,658
Net Income$234,566
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$254,946
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$1,055,204$1,421,599▲ $366,395
Cash and Non-Interest-Bearing Accounts$256,045$154,358▼ $101,687
Savings and Temporary Cash Investments$1,842$0▼ $1,842
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$1,313,091$1,575,957▲ $262,866
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,313,091$1,553,981▲ $240,890
Net Assets With Donor Restrictions-$21,976-
Total Net Assets Fund Balance$1,313,091$1,575,957▲ $262,866
Total Liabilities and Net Assets / Fund Balance$1,313,091$1,575,957▲ $262,866

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,417,874-$1,417,874
Equipment$3,725-$3,725
Compensation and Service Providers
Top Officer Pay39th percentile

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
$242,505
Program Service Revenue
$0
Investment Income
$1,538
Other Revenue
$5,181
All Other Contributions
$164,993
Change in Net Assets
$234,566

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Qualified Contrib Other2$130,352Appraisal
Clothing and Household Goods-$3,347Comparable Sales
Books and Publications-$100Comparable Sales
Total Noncash Contributions2$133,799-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,658
Total Fundraising Expense$1,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$3,980$702-$4,682
Advertising$351-$1,052$1,403
Occupancy$929$164-$1,093
Office Expenses$881$127-$1,008
Conferences and Meetings$567--$567
Fees for Services Accounting$400$71-$471
Information Technology$322$57-$379
Fees for Services Other$75--$75
Other Expenses$72--$72
Total Functional Expenses$7,577$1,121$2,275$9,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,103
Fundraising Direct Expenses$5,722
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

“Filed with the tennessee secretary of state”

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
2023-11-15
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 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 2022 for conservation easement monitoring. Monitoring and inspection was preformed by volunteers. As of december 31, 2022, the organizaion had a fund of $2850 that was restricted for conservation easement stewardship and defense. And, as of december 31, 2022, the organization also had a restricted stewardship fund for itss property and conservation easements in the amount of $11,782.”

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IRS990/NetAssetsOrFundBalancesBOYAmt01313091
IRS990/NetAssetsOrFundBalancesEOYAmt01575957
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0381
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01313091
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01553981
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0133799
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0164
IRS990/OccupancyGrp/ProgramServicesAmt0929
IRS990/OccupancyGrp/TotalAmt01093
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0127
IRS990/OfficeExpensesGrp/ProgramServicesAmt0881
IRS990/OfficeExpensesGrp/TotalAmt01008
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Preserved property taxes
IRS990/OtherExpensesGrp/Desc1Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt04443
IRS990/OtherExpensesGrp/ProgramServicesAmt1465
IRS990/OtherExpensesGrp/ProgramServicesAmt272
IRS990/OtherExpensesGrp/TotalAmt04443
IRS990/OtherExpensesGrp/TotalAmt1465
IRS990/OtherExpensesGrp/TotalAmt272
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0HUNTING LEASE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04800
IRS990/OtherRevenueTotalAmt04800
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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/PriorPeriodAdjustmentsAmt028300
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Swan Trusts Protection Program includes education outreach to promote protection of the Western Highland Rim environment through hikes, newsletters, bioblitz, and childrens programs.Swan Trust presented seven events between March 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. On 8/13/22, Swan Trust organized a panel of experts and volunteers to explore the biodiversity of one of the rare prairie barrens in Tennessee near the Swan Trust preserve by identifying and counting arthropod species.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03190
IRS990/ProgSrvcAccomActy3Grp/Desc0Swan Trusts Restoration Program includes elimination of invasive species and stewardship of its 1500 acres. Volunteer staff worked to eliminate invasive species on the newly acquired land (described in Schedule O). Volunteers also removed trash from the public roads around its land preserve to prevent pollution of the watershed.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02419
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt057012
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01201
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012066
IRS990/PYOtherRevenueAmt04800
IRS990/PYRevenuesLessExpensesAmt050947
IRS990/PYTotalExpensesAmt012066
IRS990/PYTotalRevenueAmt063013
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0234566
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01842
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0242505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0391079
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06242
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98430
IRS990ScheduleA/PublicSupportPY170Pct00.97420
IRS990ScheduleA/PublicSupportTotal170Amt0391079
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0242505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026921
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0391079
IRS990ScheduleA/TotalSupportAmt0397321
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03725
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03725
IRS990ScheduleD/LandGrp/BookValueAmt01417874
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01417874
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StaffHoursSpentEnforcementCnt017
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE POLICY REQUIREMENTS ARE REFLECTED IN EACH DIFFERENT CONSERVATION EASEMENT'S DOCUMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAD NO EXPENSES FOR 2022 FOR CONSERVATION EASEMENT MONITORING. MONITORING AND INSPECTION WAS PREFORMED BY VOLUNTEERS. AS OF DECEMBER 31, 2022, THE ORGANIZAION HAD A FUND OF $2850 THAT WAS RESTRICTED FOR CONSERVATION EASEMENT STEWARDSHIP AND DEFENSE. AND, AS OF DECEMBER 31, 2022, THE ORGANIZATION ALSO HAD A RESTRICTED STEWARDSHIP FUND FOR ITSS PROPERTY AND CONSERVATION EASEMENTS IN THE AMOUNT OF $11,782.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 5: Summarized Policy
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 9: Organization Reporting of conservation easements.
IRS990ScheduleD/TotalAcreageCnt018
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01421599
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt0100
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt03347
IRS990ScheduleM/QualifiedContribOtherGrp/ContributionCnt02
IRS990ScheduleM/QualifiedContribOtherGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL
IRS990ScheduleM/QualifiedContribOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/QualifiedContribOtherGrp/NoncashContributionsRptF990Amt0130352
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sent to Trustees for their review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDING THE POLICY TO BOARD MEMBERS AND DISCUSSING THE POLICY WHEN RELEVANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILED WITH THE TENNESSEE SECRETARY OF STATE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILED AS PART OF THE ANNUAL RENEWAL WITH THE TENNESSEE SECRETARY OF STATE AND PROVIDED IN THE ANNUAL NEWLETTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN 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/ExplanationTxt5THE 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 VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,575,957
Liabilities
$0
Net assets
$1,575,957
Revenue
$249,224
Expenses
$14,658
Net income
$234,566
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
2022Detailed filing. Detailed filing data is available for this year.$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