Civic Intelligence

Max and Betty Swanson Foundation

990T • Fiscal year 2021 • EIN 81-0535708

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
2700 Radio WayMissoula, MT 59808

(406) 541-1111

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,078,698Liabilities 2010: $0Net Assets 2010: $3,078,6982010Assets 2011: $3,006,279Liabilities 2011: $12011Assets 2012: $3,064,307Liabilities 2012: $131,981Net Assets 2012: $2,932,3262012Assets 2013: $3,015,498Liabilities 2013: $0Net Assets 2013: $3,015,4982013Assets 2014: $3,046,950Liabilities 2014: $0Net Assets 2014: $3,046,9502014Assets 2015: $3,066,341Liabilities 2015: $0Net Assets 2015: $3,066,3412015Assets 2016: $2,967,990Liabilities 2016: $0Net Assets 2016: $2,967,9902016Assets 2017: $2,942,956Liabilities 2017: $0Net Assets 2017: $2,942,9562017Assets 2018: $3,011,499Liabilities 2018: $0Net Assets 2018: $3,011,4992018Assets 2019: $3,157,105Liabilities 2019: $190,446Net Assets 2019: $2,966,6592019Assets 2020: $3,201,190Liabilities 2020: $184,696Net Assets 2020: $3,016,4942020Assets 2021: $3,381,928Liabilities 2021: $228,621Net Assets 2021: $3,153,3072021Assets 2022: $3,286,649Liabilities 2022: $222,204Net Assets 2022: $3,064,4452022Assets 2023: $3,234,069Liabilities 2023: $215,426Net Assets 2023: $3,018,6432023Assets 2024: $3,250,979Liabilities 2024: $209,256Net Assets 2024: $3,041,7232024

Latest loaded filing

2024

Assets$3,250,979
Liabilities$209,256
Net Assets$3,041,723
Open 2024 Filing

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $147,6982010Revenue 2011: $116,435Expenses 2011: $188,854Net Income 2011: -$72,4192011Expenses 2012: $201,7702012Revenue 2013: $285,373Expenses 2013: $202,201Net Income 2013: $83,1722013Revenue 2014: $244,821Expenses 2014: $213,369Net Income 2014: $31,4522014Revenue 2015: $277,630Expenses 2015: $258,239Net Income 2015: $19,3912015Revenue 2016: $102,510Expenses 2016: $200,861Net Income 2016: -$98,3512016Revenue 2017: $203,200Expenses 2017: $228,234Net Income 2017: -$25,0342017Revenue 2018: $272,241Expenses 2018: $203,698Net Income 2018: $68,5432018Revenue 2019: $209,944Expenses 2019: $254,784Net Income 2019: -$44,8402019Revenue 2020: $267,246Expenses 2020: $217,411Net Income 2020: $49,8352020Revenue 2021: $373,509Expenses 2021: $236,696Net Income 2021: $136,8132021Revenue 2022: $177,627Expenses 2022: $266,489Net Income 2022: -$88,8622022Revenue 2023: $225,154Expenses 2023: $270,956Net Income 2023: -$45,8022023Revenue 2024: $275,467Expenses 2024: $252,387Net Income 2024: $23,0802024

Latest loaded filing

2024

Revenue$275,467
Expenses$252,387
Net Income$23,080
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Max and Betty Swanson Foundation
EIN
81-0535708
Phone
4065411111
Address
2700 RADIO WAY, MISSOULA, MT 59808

Signing Officer

Name
Kurt Ingold
Title
President
Phone
4065411111
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Junkermierclarkcampanellastevens Pc
Address
321 W BROADWAY 4TH FLOOR, MISSOULA, MT 59802
Preparer
Alissa Grimm
Phone
4065494148
Raw XML Appendix108 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
IRS4562/GeneralDepreciationSystem/GDSResidentialRentalProperty/BasisForDepreciationAmt0229721
IRS4562/GeneralDepreciationSystem/GDSResidentialRentalProperty/DepreciationDeductionAmt08005
IRS4562/GeneralDepreciationSystem/GDSResidentialRentalProperty/MonthAndYearPlacedInServiceDt02021-01
IRS4562/MaximumDollarLimitationAmt01050000
IRS4562/ThresholdCostOfSect179PropAmt02620000
IRS4562/TotalDepreciationAmt08005
IRS990T/BalanceDueAmt06617
IRS990T/BooksInCareOfDetail/PersonNm0DAVID COTNER
IRS990T/BooksInCareOfDetail/PhoneNum04065411111
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02700 RADIO WAY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990T/BookValueAssetsEOYAmt03381929
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0152
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/DepreciationClmElsewhereAmt08005
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt031784
IRS990TScheduleA/PrincipalBusinessActivityCd0532000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt016800
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt08005
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt048584
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt031784
IRS990TScheduleA/TotUnrltTrdBusIncmAmt048584
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt016800
IRS990TScheduleA/TradeOrBusinessDesc0RESIDENTIAL RENTAL
IRS990TScheduleA/UBIBeforeNOLDedAmt031784
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt031784
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt016800
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.60410
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt0181659
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt0300719
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt080424
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt048584
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt019805
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt08005
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt027810
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt02631 STRATFORD LANE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0MISSOULA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0MT
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd059808
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt06465
IRS990T/TaxLessCreditsAmt06465
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt06465
IRS990T/TotalTaxComputationAmt06465
IRS990T/TotalUBTIAmt030784
IRS990T/TotalUBTIBeforeNOLSpecificAmt031784
IRS990T/TotalUBTIBeforeSection199AAmt031784
IRS990T/TotalUBTIComputedAmt031784
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT INGOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065411111
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX AND BETTY SWANSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXA
ReturnHeader/Filer/EIN0810535708
ReturnHeader/Filer/PhoneNum04065411111
ReturnHeader/Filer/USAddress/AddressLine1Txt02700 RADIO WAY
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059808
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810348775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNKERMIERCLARKCAMPANELLASTEVENS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321 W BROADWAY 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04065494148
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALISSA GRIMM
ReturnHeader/ReturnTs02022-11-14T18:01:26-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KURT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0INGOLD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.21$3.04$0.28$0.25$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.22$3.02$0.23$0.27$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.22$3.06$0.18$0.27$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.23$3.15$0.37$0.24$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.18$3.02$0.27$0.22$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.19$2.97$0.21$0.25$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.27$0.20$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.20$0.23$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.10$0.20$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.28$0.26$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.24$0.21$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.29$0.20$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.13$2.93$0.20
2011Summary only. Only limited summary data is available for this year.$3.01$0.00$0.12$0.19$0.07
2010Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.15