Civic Intelligence

Swalm Foundation

990PF • Fiscal year 2023 • EIN 74-2073420

Dec 01, 2022 to Nov 30, 2023 • Filed on Jan 12, 2024

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

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

1st percentile

-4820%

Higher net margin than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

248%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

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

Net Assets

Down

$0

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

Liabilities

Down

$0

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

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin1st 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

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

2023

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

Operations Trend

Revenue Growth95th 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

2023

Revenue$739,305
Expenses$36,371,135
Net Income-$35,631,830
Open 2023 Filing
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 Pay57th 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VALERI WHITE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 186
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WELLINGTON
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08066831155
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118139755
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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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
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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
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0246
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0246
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0459330
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1290962
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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