Civic Intelligence

Swalm Foundation

EIN 74-2073420 • Wellington, TX

P O Box 186Wellington, TX 79095
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2021

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

$5M-$10M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

$5M-$10M nonprofits • Source year 2020

Asset Growth

91st percentile

42%

Faster asset growth than 91% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$0

Down $35,012,190 (-100%) from 2022

Liabilities

Down

$0

Down $126,825 (-100%) from 2022

Net Assets

Down

$0

Down $34,885,365 (-100%) from 2022

Operations
Liabilities / Revenue22nd percentileNet Margin95th percentile

Revenue

Up

$739,305

Up $526,904 (+248%) from 2022

Expenses

Up

$36,371,135

Up $36,246,019 (+28970%) from 2022

Net Income

Down

-$35,631,830

Down $35,719,115 (-40922%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$60M$40M$20M$0Assets 2010: $34,261,860Liabilities 2010: $8,421Net Assets 2010: $34,253,4392010Assets 2011: $35,108,123Liabilities 2011: $02011Assets 2012: $36,243,483Liabilities 2012: $02012Assets 2013: $37,693,752Liabilities 2013: $1Net Assets 2013: $37,693,7522013Assets 2015: $40,353,483Liabilities 2015: $0Net Assets 2015: $40,353,4832015Assets 2016: $39,878,352Liabilities 2016: $0Net Assets 2016: $39,878,3522016Assets 2017: $25,544,942Liabilities 2017: $0Net Assets 2017: $25,544,9422017Assets 2018: $15,881,896Liabilities 2018: $0Net Assets 2018: $15,881,8962018Assets 2019: $14,884,812Liabilities 2019: $1Net Assets 2019: $14,884,8122019Assets 2020: $3,783,715Liabilities 2020: $1Net Assets 2020: $3,783,7152020Assets 2021: $5,357,597Liabilities 2021: $1Net Assets 2021: $5,357,5972021Assets 2022: $35,012,190Liabilities 2022: $126,825Net Assets 2022: $34,885,3652022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20M-$40MExpenses 2010: $213,9062010Revenue 2011: $1,156,920Expenses 2011: $300,954Net Income 2011: $855,9662011Revenue 2012: $1,481,532Expenses 2012: $318,088Net Income 2012: $1,163,4442012Revenue 2013: $1,820,270Expenses 2013: $363,296Net Income 2013: $1,456,9742013Revenue 2015: $1,589,621Expenses 2015: $354,373Net Income 2015: $1,235,2482015Revenue 2016: $1,062,569Expenses 2016: $1,599,837Net Income 2016: -$537,2682016Revenue 2017: $2,013,826Expenses 2017: $16,333,236Net Income 2017: -$14,319,4102017Revenue 2018: -$586,861Expenses 2018: $193,192Net Income 2018: -$780,0532018Revenue 2019: -$863,198Expenses 2019: $133,886Net Income 2019: -$997,0842019Revenue 2020: -$6,959,287Expenses 2020: $4,137,526Net Income 2020: -$11,096,8132020Revenue 2021: $450,903Expenses 2021: $77,551Net Income 2021: $373,3522021Revenue 2022: $212,401Expenses 2022: $125,116Net Income 2022: $87,2852022Revenue 2023: $739,305Expenses 2023: $36,371,135Net Income 2023: -$35,631,8302023

Highlighted filing

2023

Revenue$739,305
Expenses$36,371,135
Net Income-$35,631,830
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$739,305
Expenses
$36,371,135
Net income
-$35,631,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.74$36.4$35.6
2022Detailed filing. Detailed filing data is available for this year.$35.0$0.13$34.9$0.21$0.13$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.45$0.08$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$6.96$4.14$11.1
2019Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.86$0.13$1.00
2018Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.59$0.19$0.78
2017Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.01$16.3$14.3
2016Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$1.06$1.60$0.54
2015Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$1.59$0.35$1.24
2013Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$1.82$0.36$1.46
2012Summary only. Only limited summary data is available for this year.$36.2$0.00$1.48$0.32$1.16
2011Summary only. Only limited summary data is available for this year.$35.1$0.00$1.16$0.30$0.86
2010Detailed filing. Detailed filing data is available for this year.$34.3$0.01$34.3$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VALERI WHITEPres/Treasur-$0--
LISA FRANTZVice-Pres/Se-$0--
BILLY C WARDDirector-$0--
PAT WHITEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Swalm Foundation
EIN
74-2073420
Phone
8066831155
Address
P O BOX 186, WELLINGTON, TX 79095

Signing Officer

Name
Valeri White
Title
Pres/treasurer
Phone
8066831155
Signed
2024-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Busch Sandhop & Baker LLC
Address
P O BOX 1499, MONT BELVIEU, TX 77580
Preparer
Dee Sandhop
Phone
2814028427
Raw XML Appendix347 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111303 WILLIAMSBURG DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2P O BOX 186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3P O BOX 186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WELLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WELLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WELLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd079095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd279095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd379095
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt036279510
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt036279510
IRS990PF/PFStatusTermSect507b1AInd0X
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VALERI WHITE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 186
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WELLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd079095
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08066831155
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018139755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118139755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ZEPHYR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LSF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04006 FM 1035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111303 WILLIAMSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WELLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036279510
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01271147
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01271147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035008363
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035008363
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036279510
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035008363
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035008363
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1574
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TEXAS FALLS N/R
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OIL & GAS INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DUE FROM BETH SWALM
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03827
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt064272
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064272
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1574
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0246
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0246
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0459330
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1290962
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SWALM CRUT 1 TRANSFER
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1SWALM CRUT 2 TRANSFER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012150
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERI WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08066831155
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWALM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAL
ReturnHeader/Filer/EIN0742073420
ReturnHeader/Filer/PhoneNum08066831155
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 186
ReturnHeader/Filer/USAddress/CityNm0WELLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473919778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSCH SANDHOP & BAKER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 1499
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONT BELVIEU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077580
ReturnHeader/PreparerPersonGrp/PhoneNum02814028427
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEE SANDHOP
ReturnHeader/ReturnTs02024-02-14T08:37:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

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