Civic Intelligence

Sam & Cleo Swayne Charitable Trust

990PF • Fiscal year 2012 • EIN 82-6068269

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

815 9th Ave S83651
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2010 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,374,326

Up $1,454 (+0.0%) from 2011

Net Assets

Up

$3,374,326

Up $1,454 (+0.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$181,467

Down $20,035 (-9.9%) from 2011

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: $3,415,270Liabilities 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

2012

Assets$3,374,326
Liabilities$0
Net Assets$3,374,326

Operations Trend

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

2012

Revenue-
Expenses$181,467
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis0407515
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02009-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0430189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0EDWARD JONES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet022674
GeneralExplanationAttachment/GeneralExplanation/Explanation0YEAR ENDED: DECEMBER 31, 2012 82-6068269 SAM & CLEO SWAYNE CHARITABLE TRUST SAM & CLEO SWAYNE CHARITABLE TRUST 815 9TH AVE. S. NAMPA, ID 83651 ELECTING OUT OF BONUS DEPRECIATION ALLOWANCE FOR 5-YEAR PROPERTY THE TAXPAYER ELECTS OUT OF FIRST-YEAR BONUS DEPRECIATION ALLOWANCE UNDER IRC SECTION 168(K) FOR 5-YEAR DEPRECIABLE PROPERTY ACQUIRED AFTER DECEMBER 31, 2007. THIS ELECTION APPLIES TO ALL SUCH QUALIFIED BONUS DEPRECIATION PROPERTY PLACED IN SERVICE DURING THE TAX YEAR.
GeneralExplanationAttachment/GeneralExplanation/Identifier0GENERAL ELECTIONS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025317
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue134436
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue224990
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue320505
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue446206
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue520000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue656255
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue740000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue853033
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue950368
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue10433990
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1133624
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1226367
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1325161
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue14177228
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1510000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1630512
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1744249
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1825425
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1919997
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2048928
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2124543
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV026621
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV137202
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV229353
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV322776
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV453891
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV521713
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV669835
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV739376
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV862108
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV954706
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV10458025

Document Assets

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Filings

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