Civic Intelligence

Sam & Cleo Swayne Charitable Trust

990PF • Fiscal year 2011 • EIN 82-6068269

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 10, 2012

Organization Profile
1984 Highway 45 South83641
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$3,372,872

Down $42,398 (-1.2%) from 2010

Net Assets

Down

$3,372,872

Down $42,398 (-1.2%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$201,502

Down $6,168 (-3.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,415,270Liabilities 2010: $0Net Assets 2010: $3,415,2702010Assets 2011: $3,372,872Liabilities 2011: $0Net Assets 2011: $3,372,8722011Assets 2012: $3,374,326Liabilities 2012: $0Net Assets 2012: $3,374,3262012Assets 2013: $3,276,073Liabilities 2013: $1Net Assets 2013: $3,276,0732013Assets 2014: $3,342,408Liabilities 2014: $1Net Assets 2014: $3,342,4082014Assets 2015: $3,328,411Liabilities 2015: $1Net Assets 2015: $3,328,4112015Assets 2016: $3,303,042Liabilities 2016: $0Net Assets 2016: $3,303,0422016Assets 2017: $3,264,938Liabilities 2017: $0Net Assets 2017: $3,264,9382017Assets 2018: $3,302,154Liabilities 2018: $0Net Assets 2018: $3,302,1542018Assets 2019: $3,262,508Liabilities 2019: $1Net Assets 2019: $3,262,5082019Assets 2020: $3,251,229Liabilities 2020: $1Net Assets 2020: $3,251,2292020Assets 2021: $3,393,745Liabilities 2021: $1Net Assets 2021: $3,393,7452021Assets 2022: $3,438,173Liabilities 2022: $1Net Assets 2022: $3,438,1732022Assets 2023: $3,530,437Liabilities 2023: $1Net Assets 2023: $3,530,4372023Assets 2024: $3,624,006Liabilities 2024: $0Net Assets 2024: $3,624,0062024

Highlighted filing

2011

Assets$3,372,872
Liabilities$0
Net Assets$3,372,872
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $207,6702010Expenses 2011: $201,5022011Expenses 2012: $181,4672012Revenue 2013: $160,335Expenses 2013: $258,588Net Income 2013: -$98,2532013Revenue 2014: $235,178Expenses 2014: $168,843Net Income 2014: $66,3352014Revenue 2015: $156,368Expenses 2015: $170,365Net Income 2015: -$13,9972015Revenue 2016: $128,170Expenses 2016: $153,539Net Income 2016: -$25,3692016Revenue 2017: $104,134Expenses 2017: $142,238Net Income 2017: -$38,1042017Revenue 2018: $180,147Expenses 2018: $142,931Net Income 2018: $37,2162018Revenue 2019: $93,972Expenses 2019: $133,618Net Income 2019: -$39,6462019Revenue 2020: $104,340Expenses 2020: $115,619Net Income 2020: -$11,2792020Revenue 2021: $288,605Expenses 2021: $146,089Net Income 2021: $142,5162021Revenue 2022: $184,770Expenses 2022: $140,342Net Income 2022: $44,4282022Revenue 2023: $233,874Expenses 2023: $141,610Net Income 2023: $92,2642023Revenue 2024: $238,792Expenses 2024: $145,223Net Income 2024: $93,5692024

Highlighted filing

2011

Revenue-
Expenses$201,502
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D HEUCKTrustee-$0--
BETTY L KEITHTrustee-$0--
BRUCE R SWAYNETrustee-$0--
JULIE HYSLOPTrustee-$0--
PHYLLIS THOMASTrustee-$0--
Filing and Contact Details

Filer

EIN
82-6068269
Raw XML AppendixShowing 400 of 772 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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CompensationExplanation/Compensation/PersonName2BRUCE R SWAYNE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0100914
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0EDWARD JONES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-664
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025317
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue134436
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue224990
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue365266
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue420505
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue546206
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue620000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue756255
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue884249
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue933495
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1070000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1130267
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue12433990
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1338951
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1433624
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1526367
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue16177228
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1710000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1830512
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1925425
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2024949
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2149268
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2215529
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV026438
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV135412
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV228022
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV364874
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV421985
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV552961
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV621071
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV770398
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV891190
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV938641
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1088887
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1129069
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV12412227
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1338780
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1435752
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1531362
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV16152496
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1710003
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1824569
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1934582
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2025927
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2150304

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,372,872
Liabilities
$0
Net assets
$3,372,872
Revenue
-
Expenses
$201,502
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.24$0.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.23$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.18$0.14$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.29$0.15$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.10$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.09$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.10$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.13$0.15$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.24$0.17$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.16$0.26$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.20
2010Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.21