Civic Intelligence

Sunshine Natural Wellbeing Foundation

990PF • Fiscal year 2013 • EIN 65-6220389

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 11, 2014

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.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

55th percentile

4.4%

Faster asset growth than 55% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$10,756,046

Up $456,374 (+4.4%) from 2012

Net Assets

Up

$10,756,046

Up $456,374 (+4.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$219,654

Down $449,809 (-67%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2013

Assets$10,756,046
Liabilities$0
Net Assets$10,756,046

Operations Trend

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

2013

Revenue-
Expenses$219,654
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 11, 2014
Return Version
2012v2.1
Compensation and Service Providers

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$104,275
Paid GrantINSTRIDE THERAPY INCCONTRIBUTIONOTHER PUBLIC CHARITYNOKOMIS, FL, US$9,000
Filing and Contact Details

Filer

EIN
65-6220389
Raw XML AppendixShowing 400 of 498 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/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
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine126547 MIDNIGHT PASS ROAD NO 63
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IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
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IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
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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
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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
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode034242
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0D CLARK SWALM JR
IRS990PF/SupplementaryInformation/ContributingManager1NICOLE B SWALM
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount19000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SAINT STEPHEN'S EPISCOPAL SCHOOL - ONE COMMUNITY ONE VISION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11INSTRIDE THERAPY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10315 FORTY-FIRST STREET WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111629 RANCH ROAD
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode034209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode134275
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03964
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10109311
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0571181
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0113275
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100

Document Assets

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Filings

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