Civic Intelligence

Swalm Foundation

990PF • Fiscal year 2018 • EIN 74-2073420

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 11, 2018

Organization Profile
P O Box 186Wellington, TX 79095

(281) 428-1199

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

133%

Higher net margin than 100% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

1st percentile

-38%

Faster asset growth than 1% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$15,881,896

Down $9,663,046 (-38%) from 2017

Net Assets

Down

$15,881,896

Down $9,663,046 (-38%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$586,861

Down $2,600,687 (-129%) from 2017

Expenses

Down

$193,192

Down $16,140,044 (-99%) from 2017

Net Income

Up

-$780,053

Up $13,539,357 (+95%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2018

Assets$15,881,896
Liabilities$0
Net Assets$15,881,896
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue-$586,861
Expenses$193,192
Net Income-$780,053
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

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

Filer

Filer Name
Swalm Foundation
EIN
74-2073420
Phone
2814281199
Address
P O BOX 186, WELLINGTON, TX 79095

Signing Officer

Name
Valeri White
Title
Pres/treasurer
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Busch Sandhop & Baker LLC
Address
7520 FM 3180 STE 400, MONT BELVIEU, TX 77523-5006
Preparer
Dee Sandhop
Phone
2814028427
Raw XML Appendix358 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/ZIPCd278950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd378950
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0424830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016024100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01244491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0139713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01264550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0115750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.157883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.696996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.005159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.031167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.002996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02677208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt022990237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt023437902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt027079718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt040573741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt038635257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.789415
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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/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/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02814281199
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt0129571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0129571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013809076
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0129571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013679505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013679505
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013679505
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013809076
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt090282
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt090282
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt013117245
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt113103
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt249215
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt32950134
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4-4798710
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt53000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt61067006
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TEXAS FALLS N/R
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1C MANNING N/R
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2LANCASTER N/R
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc35 CAPITAL ASSETS N/R
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4TEXAS FALLS INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5OIL & GAS INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6TEXAS FALLS INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt013863993
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt113103
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt249215
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt32950134
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt4-5793194
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt53000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt61067006
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt034417
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09033
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt160482
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160482
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TEXAS FALLS CORP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1051118
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERI WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWALM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAL
ReturnHeader/Filer/EIN0742073420
ReturnHeader/Filer/PhoneNum02814281199
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 186
ReturnHeader/Filer/USAddress/CityNm0WELLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079095
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025B693A878EA450C1F311616A82E4637ACC61B31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A074BA019575DC1ED0F84BAF5327C530FE8186D8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.22.198.150
ReturnHeader/FilingSecurityInformation/IPDt02019-10-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:56:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473919778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSCH SANDHOP & BAKER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07520 FM 3180 STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONT BELVIEU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0775235006
ReturnHeader/PreparerPersonGrp/PhoneNum02814028427
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEE SANDHOP
ReturnHeader/ReturnTs02019-10-14T16:56:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,881,896
Liabilities
$0
Net assets
$15,881,896
Revenue
-$586,861
Expenses
$193,192
Net income
-$780,053
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