Civic Intelligence

Sunshine Natural Wellbeing Foundation

990PF • Fiscal year 2012 • EIN 65-6220389

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 14, 2013

Organization Profile
6547 Midnight Pass Road No 6334242-2506
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

20th percentile

-3.8%

Faster asset growth than 20% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$10,299,672

Down $407,576 (-3.8%) from 2011

Net Assets

$10,299,672

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$669,463

Down $33,584 (-4.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,707,248Liabilities 2011: $02011Assets 2012: $10,299,672Liabilities 2012: $0Net Assets 2012: $10,299,6722012Assets 2013: $10,756,046Liabilities 2013: $0Net Assets 2013: $10,756,0462013Assets 2014: $10,831,599Liabilities 2014: $0Net Assets 2014: $10,831,5992014Assets 2015: $11,184,130Liabilities 2015: $0Net Assets 2015: $11,184,1302015Assets 2016: $11,194,439Liabilities 2016: $0Net Assets 2016: $11,194,4392016Assets 2017: $11,233,146Liabilities 2017: $0Net Assets 2017: $11,233,1462017Assets 2018: $11,720,027Liabilities 2018: $0Net Assets 2018: $11,720,0272018Assets 2019: $11,923,464Liabilities 2019: $0Net Assets 2019: $11,923,4642019Assets 2020: $11,971,922Liabilities 2020: $0Net Assets 2020: $11,971,9222020Assets 2021: $12,615,037Liabilities 2021: $0Net Assets 2021: $12,615,0372021Assets 2022: $13,989,318Liabilities 2022: $0Net Assets 2022: $13,989,3182022Assets 2023: $13,688,885Liabilities 2023: $0Net Assets 2023: $13,688,8852023Assets 2024: $14,216,029Liabilities 2024: $0Net Assets 2024: $14,216,0292024

Highlighted filing

2012

Assets$10,299,672
Liabilities$0
Net Assets$10,299,672
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $916,218Expenses 2011: $703,047Net Income 2011: $213,1712011Expenses 2012: $669,4632012Expenses 2013: $219,6542013Revenue 2014: $765,234Expenses 2014: $689,681Net Income 2014: $75,5532014Revenue 2015: $1,105,325Expenses 2015: $752,794Net Income 2015: $352,5312015Revenue 2016: $789,489Expenses 2016: $779,180Net Income 2016: $10,3092016Revenue 2017: $807,604Expenses 2017: $768,897Net Income 2017: $38,7072017Revenue 2018: $1,206,714Expenses 2018: $719,833Net Income 2018: $486,8812018Revenue 2019: $970,660Expenses 2019: $831,825Net Income 2019: $138,8352019Revenue 2020: $809,646Expenses 2020: $1,000,188Net Income 2020: -$190,5422020Revenue 2021: $1,487,622Expenses 2021: $844,507Net Income 2021: $643,1152021Revenue 2022: $2,332,867Expenses 2022: $958,586Net Income 2022: $1,374,2812022Revenue 2023: $727,768Expenses 2023: $1,028,201Net Income 2023: -$300,4332023Revenue 2024: $1,279,787Expenses 2024: $896,787Net Income 2024: $383,0002024

Highlighted filing

2012

Revenue-
Expenses$669,463
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 14, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D CLARK SWALM JRPresident & TreasurerPT$0--
NICOLE B SWALMVP & SecretaryPT$0--
JOE COXTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSAINT STEPHEN'S EPISCOPAL SCHOOL - ONE COMMUNITY ONE VISIONCONTRIBUTIONOTHER PUBLIC CHARITYBRADENTON, FL, US$540,000
Filing and Contact Details

Filer

EIN
65-6220389
Raw XML AppendixShowing 400 of 490 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2BESSEMER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3BESSEMER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CAPITAL GAINS DIVIDENDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0D CLARK SWALM JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NICOLE B SWALM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOE COX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT & TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP & SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106547 MIDNIGHT PASS ROAD NO 63
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116547 MIDNIGHT PASS ROAD NO 63
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine126547 MIDNIGHT PASS ROAD NO 63
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode034242
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode134242
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode234242
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0606882
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0605914
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.055881
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.055759
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.060180
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.071412
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.050276
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.041778
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets010842928
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1011221891
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2010428490
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3010269658
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4013948839
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5013417331
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0968
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0540175
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10625717
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20627589
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30733381
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40701286
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50560545
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.279405
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0540175
IRS990PF/QualifyingDistributions/ExpensesAndContributions0540175
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0540175
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0HILL BARTH AND KING LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02392632111
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103838 TAMIAMI TRAIL N SUITE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NAPLES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode034103
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10THE ORGANIZATION IS ENGAGED PRIMARILY IN MAKING GRANTS OF MONEY ON AN ANNUAL BASIS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE CLASSIFIED BY THE IRS AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE 1986 INTERNAL REVENUE CODE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER FORM WITH EXEMPTION CERTIFICATE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0D CLARK SWALM JR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09413465297
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine106547 MIDNIGHT PASS ROAD SUITE 63
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SARASOTA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode034242
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0D CLARK SWALM JR
IRS990PF/SupplementaryInformation/ContributingManager1NICOLE B SWALM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0540000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SAINT STEPHEN'S EPISCOPAL SCHOOL - ONE COMMUNITY ONE VISION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10315 FORTY-FIRST STREET WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BRADENTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode034209
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0540000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0430899
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10109276
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0540210
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0540175
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0109311

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,299,672
Liabilities
$0
Net assets
$10,299,672
Revenue
-
Expenses
$669,463
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.28$0.90$0.38
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.73$1.03$0.30
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$2.33$0.96$1.37
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.49$0.84$0.64
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.81$1.00$0.19
2019Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.97$0.83$0.14
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.21$0.72$0.49
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.81$0.77$0.04
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.79$0.78$0.01
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.11$0.75$0.35
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.77$0.69$0.08
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.22
2012Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.67
2011Summary only. Only limited summary data is available for this year.$10.7$0.00$0.92$0.70$0.21