Civic Intelligence

Swan Conservation Trust

990 • Fiscal year 2023 • EIN 62-1533892

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

5.4%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,661,709

Up $85,752 (+5.4%) from 2022

Net Assets

Up

$1,661,709

Up $85,752 (+5.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Down

$58,956

Down $190,268 (-76%) from 2022

Expenses

Up

$15,492

Up $834 (+5.7%) from 2022

Net Income

Down

$43,464

Down $191,102 (-81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$1,661,709
Liabilities$0
Net Assets$1,661,709
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$58,956
Expenses$15,492
Net Income$43,464
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Gross Receipts
$63,794
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$1,421,599$1,474,571▲ $52,972
Cash and Non-Interest-Bearing Accounts$154,358$187,138▲ $32,780
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$1,575,957$1,661,709▲ $85,752
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,553,981$1,639,733▲ $85,752
Net Assets With Donor Restrictions$21,976$21,976→ $0
Total Net Assets Fund Balance$1,575,957$1,661,709▲ $85,752
Total Liabilities and Net Assets / Fund Balance$1,575,957$1,661,709▲ $85,752

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,470,846-$1,470,846
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
$40,998
Program Service Revenue
$0
Investment Income
$5,956
Other Revenue
$12,002
All Other Contributions
$38,069
Change in Net Assets
$43,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,492
Total Fundraising Expense$432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$3,618$638-$4,256
Office Expenses$1,837$376-$2,213
Occupancy$746-$249$995
Information Technology$547$129$183$859
Conferences and Meetings$698--$698
Other Expenses$465--$465
Fees for Services Other$75--$75
All Other Expenses$74--$74
Total Functional Expenses$13,917$1,143$432$15,492
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,540
Fundraising Direct Expenses$4,838
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
2024-10-23
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 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.”

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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, newsletters, and childrens environmental programs.Swan Trust presented 7 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. On 8/12/23, Swan Trust organized a panel of experts and volunteers to explore the biodiversity of one of the rare prairie barrens in Tennessee, near Big Swan Headwaters Preserve, by identifying and counting butterflies, moths, damselflies, and dragonflies. Data is compiled for future population monitoring.In 2023, Swan Trusts volunteer biologist met with students in a local school on five occasions to perform fall seed collections, pull invasive plants, explore a wetland, and learn about birds. She also met with the Cool Springs Montessori School to collect macroinvertebrates in the South Harpeth River and teach about water quality in Edwin Warner Park. She also met with the childrens environmental group, Water Walkers,to explore water quality of Lick Creek in Hickman County. 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/ExpenseAmt03937
IRS990/ProgSrvcAccomActy3Grp/Desc0Swan Trusts Restoration Program includes elimination of invasive species and stewardship of its 1500 acres. In 2022, Swan Trust purchased 141 acres appraised at $280,000 increasing its preserved land to 1,500 acres. In 2023, volunteers worked on the newly purchased land to eliminate invasive plant species on March 11, August 31, September 8, September 23, and November 18, 2023. All labor and equipment were provided free of charge.
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sent to Trustees for their review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDING THE POLICY TO BOARD MEMBERS AND DISCUSSING THE POLICY WHEN RELEVANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2On the Tennessee Secretary of State's website, upon request and on Charity Navigator's website.
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
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,661,709
Liabilities
$0
Net assets
$1,661,709
Revenue
$58,956
Expenses
$15,492
Net income
$43,464
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
2023Detailed filing. Detailed filing data is available for this year.$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
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