Civic Intelligence

Swalm Foundation

990PF • Fiscal year 2022 • EIN 74-2073420

Dec 01, 2021 to Nov 30, 2022 • Filed on Sep 12, 2023

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.60x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

84th percentile

41%

Higher net margin than 84% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

99th percentile

554%

Faster asset growth than 99% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-53%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$35,012,190

Up $29,654,593 (+554%) from 2021

Net Assets

Up

$34,885,365

Up $29,527,768 (+551%) from 2021

Liabilities

Up

$126,825

Up $126,824 (+12682400%) from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin84th percentile

Revenue

Down

$212,401

Down $238,502 (-53%) from 2021

Expenses

Up

$125,116

Up $47,565 (+61%) from 2021

Net Income

Down

$87,285

Down $286,067 (-77%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2022

Assets$35,012,190
Liabilities$126,825
Net Assets$34,885,365
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

2022

Revenue$212,401
Expenses$125,116
Net Income$87,285
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Sep 12, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay19th 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
2023-09-12
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 Appendix305 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VALERI WHITE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WELLINGTON
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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/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/DistributableAsAdjustedAmt0591243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0591243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012982500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0591243
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012391257
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012391257
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012982500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01714659
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2574
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TEXAS FALLS N/R
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OIL & GAS INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DUE FROM BETH SWALM
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1574
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09555
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15525
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TEXAS FALLS RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02793
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1121223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02793
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1121223
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020027888
OtherIncreasesSchedule/OtherIncreasesDetail/Amt19427675
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SWALM CRUT 1 TRANSFER
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1SWALM CRUT 2 TRANSFER
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERI WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08066831155
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-12
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/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/PreparationDt02023-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEE SANDHOP
ReturnHeader/ReturnTs02023-10-05T13:33:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,012,190
Liabilities
$126,825
Net assets
$34,885,365
Revenue
$212,401
Expenses
$125,116
Net income
$87,285
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