Civic Intelligence

Swift Eagle Charitable Foundation

990EZ • Fiscal year 2013 • EIN 80-0109707

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

POBox 197781620

(970) 845-7655

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$378,867

Up $64,369 (+20%) from 2012

Net Assets

Up

$378,867

Up $64,544 (+21%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$179,780

Up $43,183 (+32%) from 2012

Expenses

Down

$115,236

Down $1,717 (-1.5%) from 2012

Net Income

Up

$64,544

Up $44,900 (+229%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $294,679Net Assets 2011: $294,6792011Assets 2012: $314,498Liabilities 2012: $175Net Assets 2012: $314,3232012Assets 2013: $378,867Net Assets 2013: $378,8672013Assets 2014: $444,082Liabilities 2014: $02014Assets 2015: $472,407Net Assets 2015: $472,4072015Assets 2016: $527,832Liabilities 2016: $0Net Assets 2016: $527,8322016Assets 2017: $557,620Liabilities 2017: $0Net Assets 2017: $557,6202017Assets 2018: $558,175Liabilities 2018: $0Net Assets 2018: $558,1752018Assets 2019: $666,915Liabilities 2019: $0Net Assets 2019: $666,9152019Assets 2020: $931,047Liabilities 2020: $0Net Assets 2020: $931,0472020Assets 2021: $1,141,770Liabilities 2021: $0Net Assets 2021: $1,141,7702021Assets 2022: $900,544Liabilities 2022: $0Net Assets 2022: $900,5442022Assets 2023: $937,204Liabilities 2023: $0Net Assets 2023: $937,2042023Assets 2024: $1,062,102Liabilities 2024: $0Net Assets 2024: $1,062,1022024

Highlighted filing

2013

Assets$378,867
Liabilities-
Net Assets$378,867

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $164,484Expenses 2011: $158,129Net Income 2011: $6,3552011Revenue 2012: $136,597Expenses 2012: $116,953Net Income 2012: $19,6442012Revenue 2013: $179,780Expenses 2013: $115,236Net Income 2013: $64,5442013Revenue 2014: $173,517Expenses 2014: $108,756Net Income 2014: $64,7612014Revenue 2015: $171,906Expenses 2015: $131,128Net Income 2015: $40,7782015Revenue 2016: $177,994Expenses 2016: $135,331Net Income 2016: $42,6632016Revenue 2017: $207,352Expenses 2017: $204,989Net Income 2017: $2,3632017Revenue 2018: $211,757Expenses 2018: $170,782Net Income 2018: $40,9752018Revenue 2019: $226,609Expenses 2019: $210,079Net Income 2019: $16,5302019Revenue 2020: $726,767Expenses 2020: $518,473Net Income 2020: $208,2942020Revenue 2021: $327,899Expenses 2021: $240,723Net Income 2021: $87,1762021Revenue 2022: $278,496Expenses 2022: $338,805Net Income 2022: -$60,3092022Revenue 2023: $274,262Expenses 2023: $361,271Net Income 2023: -$87,0092023Revenue 2024: $309,257Expenses 2024: $315,705Net Income 2024: -$6,4482024

Highlighted filing

2013

Revenue$179,780
Expenses$115,236
Net Income$64,544
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$188,612
Mission and Program Overview

Mission

Swiftly helping those in need in Eagle County through financial assistance.

Program Services

DescriptionGrantsExpenses
Grants to local individuals suffering financial hardship from illness and accident.$8,832$108,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David A HaakensonPresidentPT$0--
Cathy DockerySecretary-$0--
Valerie WegertTreasurer-$0--
Ginny SnowdonTrustee-$0--
Stewart EvesTrustee-$0--
John BolesTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,706$27,706$8,832$18,874
Total Events$27,706$27,706$8,832$18,874
Filing and Contact Details

Filer

EIN
80-0109707
Phone
9708457655

Signing Officer

Name
David A Haakenson
Title
President
Signed
2014-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Mark E McManis CPA
Phone
9709495383
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $108905

Other Expenses.1002

Office Expenses $829

Other Expenses.1003

Information Technology $541

Other Expenses.1012

Insurance $1700

Other Expenses.1

Credit Card Fees $747

Other Expenses.3

Staff Development $392

Other Expenses.4

Bank Charges $64

Other Expenses.5

Licenses/Fees $10

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $175 Accounts Payable and Accrued Expenses - Ending $0

Raw XML Appendix182 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0David A Haakenson
IRS990EZ/BooksInCareOfDetail/PhoneNum09708457655
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 1977
IRS990EZ/BooksInCareOfDetail/USAddress/City0Avon
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode081620
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0314498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0378867
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0126581
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt064544
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01380
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0314498
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0378867
IRS990EZ/FundraisingGrossIncomeAmt027706
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0108905
IRS990EZ/GrossReceiptsAmt0188612
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt034325
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0314323
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0378867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0314323
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0378867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David A Haakenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Dockery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Valerie Wegert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ginny Snowdon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stewart Eves
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5John Boles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04283
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Swiftly helping those in need in Eagle County through financial assistance.
IRS990EZ/PrintingPublicationsPostageAmt0668
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to local individuals suffering financial hardship from illness and accident.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08832
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0108905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08832
IRS990EZ/SpecialEventsNetIncomeLossAmt018874
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0175
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115236
IRS990EZ/TotalProgramServiceExpensesAmt08832
IRS990EZ/TotalRevenueAmt0179780
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.swifteagle.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0126581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0100659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0103539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0194826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0663297
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92570
IRS990ScheduleA/PublicSupportPY170Pct00.94340
IRS990ScheduleA/PublicSupportTotal170Amt0663297
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0126581
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0100659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0103539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0194826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0663297
IRS990ScheduleA/TotalSupportAmt0716531
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt018874
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt019142
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06205
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt04895
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt04118
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt053234
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08832
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027706
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027706
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Bocce Ball Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018874
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08832
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $108905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Card Fees $747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Staff Development $392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Licenses/Fees $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $175 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David A Haakenson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Swift Eagle Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWIF
ReturnHeader/Filer/EIN0800109707
ReturnHeader/Filer/PhoneNum09708457655
ReturnHeader/Filer/USAddress/AddressLine10POBox 1977
ReturnHeader/Filer/USAddress/City0Avon
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode081620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Vail Tax & Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 5940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Avon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode081620
ReturnHeader/PreparerPersonGrp/PhoneNum09709495383
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark E McManis CPA
ReturnHeader/ReturnTs02014-05-14T09:06:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.31$0.32$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.27$0.36$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.28$0.34$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.33$0.24$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.73$0.52$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.23$0.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.21$0.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.21$0.20$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.18$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.17$0.13$0.04
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$0.17$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.18$0.12$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.14$0.12$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.29$0.16$0.16$0.01