Civic Intelligence

Swagar Foundation

EIN 86-3363766 • Whitefish, MT

3 Glacier View CourtWhitefish, MT 59937
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

6th percentile

-383%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-88%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $86,221 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $86,221 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Down

$22,506

Down $163,594 (-88%) from 2022

Expenses

Down

$108,727

Down $118,383 (-52%) from 2022

Net Income

Down

-$86,221

Down $45,211 (-110%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $127,231Liabilities 2021: $0Net Assets 2021: $127,2312021Assets 2022: $86,221Liabilities 2022: $0Net Assets 2022: $86,2212022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

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

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2021: $169,500Expenses 2021: $42,269Net Income 2021: $127,2312021Revenue 2022: $186,100Expenses 2022: $227,110Net Income 2022: -$41,0102022Revenue 2023: $22,506Expenses 2023: $108,727Net Income 2023: -$86,2212023

Highlighted filing

2023

Revenue$22,506
Expenses$108,727
Net Income-$86,221
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$22,506
Expenses
$108,727
Net income
-$86,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$1.09$0.86
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.86$2.27$0.41
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.70$0.42$1.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE SWAGARTreasurer/Secre-$0--
RYAN SWAGARPresident-$0--
SCOT CHISOLMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Swagar Foundation
EIN
86-3363766
Phone
8583293146
Address
3 Glacier View Court, Whitefish, MT 59937

Signing Officer

Name
Kate Swagar
Title
Treasurer
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Holmes & Turner
Address
1283 N 14th Avenue Ste 201, Bozeman, MT 59715
Preparer
Mathew Cope
Phone
4065874265
Raw XML Appendix185 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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LiquidationExplanationStmt/ExplanationTxt0Foundation assets including revenue for 2023 were transferred to Montana Pediatric Foundation, employer identification number 93-3170881.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE SWAGAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWAGAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWAG
ReturnHeader/Filer/EIN0863363766
ReturnHeader/Filer/PhoneNum08583293146
ReturnHeader/Filer/USAddress/AddressLine1Txt03 Glacier View Court
ReturnHeader/Filer/USAddress/CityNm0Whitefish
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ReturnHeader/Filer/USAddress/ZIPCd059937
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810347988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holmes & Turner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01283 N 14th Avenue Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065874265
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mathew Cope
ReturnHeader/ReturnTs02024-11-11T14:03:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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