Civic Intelligence

Jonathan B Swan Memorial Charitable Tru

EIN 68-6085336 • Oroville, CA

45 Swan LaneOroville, CA 95965
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

37th percentile

-5.7%

Higher net margin than 37% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-7.4%

Faster asset growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

5.9%

Faster revenue growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$169,073

Down $13,472 (-7.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$169,073

Down $13,472 (-7.4%) from 2023

Revenue

Up

$5,095

Up $284 (+5.9%) from 2023

Expenses

Down

$5,385

Down $997 (-16%) from 2023

Net Income

Up

-$290

Up $1,281 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $78,384Liabilities 2012: $02012Assets 2013: $103,193Liabilities 2013: $02013Assets 2014: $118,571Liabilities 2014: $02014Assets 2015: $112,249Liabilities 2015: $02015Assets 2019: $166,179Liabilities 2019: $02019Assets 2020: $152,498Liabilities 2020: $0Net Assets 2020: $152,4982020Assets 2021: $135,886Liabilities 2021: $0Net Assets 2021: $135,8862021Assets 2022: $191,056Liabilities 2022: $0Net Assets 2022: $191,0562022Assets 2023: $182,545Liabilities 2023: $0Net Assets 2023: $182,5452023Assets 2024: $169,073Liabilities 2024: $0Net Assets 2024: $169,0732024

Highlighted filing

2024

Assets$169,073
Liabilities$0
Net Assets$169,073

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2012: $2,802Expenses 2012: $2,445Net Income 2012: $3572012Revenue 2013: $3,009Expenses 2013: $3,060Net Income 2013: -$512013Revenue 2014: $3,074Expenses 2014: $1,010Net Income 2014: $2,0642014Revenue 2015: $3,227Expenses 2015: $5,010Net Income 2015: -$1,7832015Revenue 2019: $4,341Expenses 2019: $5,073Net Income 2019: -$7322019Revenue 2020: $7,080Expenses 2020: $6,085Net Income 2020: $9952020Revenue 2021: $4,292Expenses 2021: $18,648Net Income 2021: -$14,3562021Revenue 2022: $4,603Expenses 2022: $3,181Net Income 2022: $1,4222022Revenue 2023: $4,811Expenses 2023: $6,382Net Income 2023: -$1,5712023Revenue 2024: $5,095Expenses 2024: $5,385Net Income 2024: -$2902024

Highlighted filing

2024

Revenue$5,095
Expenses$5,385
Net Income-$290

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly SwanTrustee-$0--
Rochelle SwanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jonathan B Swan Memorial Charitable Tru
EIN
68-6085336
Phone
5309903387
Address
45 Swan Lane, Oroville, CA 95965

Signing Officer

Name
Rochelle Smith
Title
Trustee
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Regina L Storey
Address
55 Skyline Blvd, Oroville, CA 95966
Preparer
Regina Storey
Phone
5303700166
Raw XML Appendix242 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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ReturnHeader/Filer/EIN0686085336
ReturnHeader/Filer/PhoneNum05309903387
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 Skyline Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oroville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095966
ReturnHeader/PreparerPersonGrp/PhoneNum05303700166
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Regina Storey
ReturnHeader/ReturnTs02021-05-05T22:20:37-07:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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