Civic Intelligence

Swalm Foundation

990PF • Fiscal year 2021 • EIN 74-2073420

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 09, 2022

Organization Profile
P O Box 186Wellington, TX 79095

(806) 683-1155

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

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

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

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

Net Margin

94th percentile

83%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2021 filings • $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

Up

$5,357,597

Up $1,573,882 (+42%) from 2020

Net Assets

Up

$5,357,597

Up $1,573,882 (+42%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin94th percentile

Revenue

Up

$450,903

Up $7,410,190 (+106%) from 2020

Expenses

Down

$77,551

Down $4,059,975 (-98%) from 2020

Net Income

Up

$373,352

Up $11,470,165 (+103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2021

Assets$5,357,597
Liabilities$1
Net Assets$5,357,597
Open 2021 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

2021

Revenue$450,903
Expenses$77,551
Net Income$373,352
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 9, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay32nd 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
2022-10-09
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 Appendix294 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
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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/DistributableAsAdjustedAmt0228024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0228024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013210524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0228024
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012982500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012982500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012982500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013210524
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt014265680
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-13753146
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt23000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3574
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TEXAS FALLS N/R
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TEXAS FALLS INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2OIL & GAS INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3DUE FROM BETH SWALM
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01714659
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2574
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01714659
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2574
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013732
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt161619
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013732
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161619
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INVESTMENT INC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TEXAS FALLS CORP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13794
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01200530
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TEXAS FALLS INVESTMENT
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERI WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08066831155
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-09
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/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/PreparationDt02022-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEE SANDHOP
ReturnHeader/ReturnTs02022-10-13T09:28:41-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,357,597
Liabilities
$1
Net assets
$5,357,597
Revenue
$450,903
Expenses
$77,551
Net income
$373,352
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