Civic Intelligence

Mcswain Charitable Trust

990 • Fiscal year 2023 • EIN 87-4462426

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 22, 2025

Organization ProfileN/A
1212 Bourbon StreetNew Orleans, LA 70116

(504) 259-6468

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.02x

Higher debt load relative to revenue than 48% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

5th percentile

-67%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

19th percentile

-8.9%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$953,675

Down $93,194 (-8.9%) from 2022

Net Assets

Down

$951,415

Down $95,454 (-9.1%) from 2022

Liabilities

Up

$2,260

Up $2,260 from 2022

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin5th percentile

Revenue

Down

$141,810

Down $1,049,585 (-88%) from 2022

Expenses

Up

$237,264

Up $92,738 (+64%) from 2022

Net Income

Down

-$95,454

Down $1,142,323 (-109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2022: $1,046,869Liabilities 2022: $0Net Assets 2022: $1,046,8692022Assets 2023: $953,675Liabilities 2023: $2,260Net Assets 2023: $951,4152023Assets 2024: $997,593Liabilities 2024: $521Net Assets 2024: $997,0722024

Highlighted filing

2023

Assets$953,675
Liabilities$2,260
Net Assets$951,415
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,191,395Expenses 2022: $144,526Net Income 2022: $1,046,8692022Revenue 2023: $141,810Expenses 2023: $237,264Net Income 2023: -$95,4542023Revenue 2024: $179,200Expenses 2024: $133,543Net Income 2024: $45,6572024

Highlighted filing

2023

Revenue$141,810
Expenses$237,264
Net Income-$95,454
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 22, 2025
Return Version
2023v6.0
Gross Receipts
$141,810
Mission and Program Overview

Mission

Seek, manage, and solicit donations to the mcswain trauma education project in a way to maintain the longevity of the project and to grow it into a larger organization and to maintain and keep in good repair the corporate offices at 1214 bourbon street, new orleans, la.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,043,559$953,675▼ $89,884
Rtn Earn Endowment Incm Other Fnds$1,046,869$951,415▼ $95,454
Cash and Non-Interest-Bearing Accounts$3,310$0▼ $3,310
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,046,869$953,675▼ $93,194
Liabilities
Other Liabilities$0$2,260▲ $2,260
Total Liabilities$0$2,260▲ $2,260
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,046,869$951,415▼ $95,454
Total Liabilities and Net Assets / Fund Balance$1,046,869$953,675▼ $93,194

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$740,000$40,000$780,000
Land$195,000-$195,000
Leasehold Improvements$18,675$75,879$94,554
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Alison SmithTrustee
Merry McswainTrustee
Will ChapleauTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$141,810
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$141,810
Change in Net Assets
$-95,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,620
Salaries, Compensation, and Employee Benefits$17,644
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$95,879--$95,879
Other Salaries and Wages-$13,272-$13,272
All Other Expenses$8,111$4,710-$12,821
Insurance$9,599--$9,599
Other Expenses$8,082$17,386-$8,082
Office Expenses-$5,174-$5,174
Conferences and Meetings-$4,901-$4,901
Payroll Taxes-$4,372-$4,372
Advertising-$1,953-$1,953
Fees for Services Legal-$1,803-$1,803
Travel-$1,351-$1,351
Interest-$122-$122
Total Functional Expenses$182,220$55,044$0$237,264
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank Overdraft$1,273
Credit Card Payable$987
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was provided to the organization's governing body before it was filed.”

Form 990, Part VI, Section C, Line 19

“The organization can provide its documents to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mcswain Charitable Trust
EIN
87-4462426
Phone
5042596468
Address
1212 BOURBON STREET, NEW ORLEANS, LA 70116

Signing Officer

Name
Merry Mcswain
Title
Trustee
Phone
5042596468
Signed
2025-09-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Merry Mcswain
Formed
2022
Legal Domicile
La
Voting Board Members
3
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

Firm
Kushner Lagraize LLC
Address
3330 WEST ESPLANADE AVENUE STE 100, METAIRIE, LA 70002
Preparer
William B Hamilton
Phone
5048389991
Supplemental Narrative

Additional Explanations

Form 990, Line B for Amended Return

“This return is being amended as a result of amending the organization's 2022 form 990 in order to report the donation of the office building located at 1214 bourbon st. New orleans, la 70116 by merry mcswain. The following parts and schedules have been affected: part iii statement of program service accomplishments: line 4b for program expenses increased by $20,000 part iv statement of functional expenses: line 22 for depreciation expense for program services increased by $20,000 part x balance sheet: line 10a for land, buildings, and equipment increased by $975,000 for the donation of the building in prior year and line 10b for accumulated depreciation increased by $40,000, which is the depreciation taken on the building in 2022 and 2023. Schedule d, part vi: line 1a, column b, cost of land increased by $195,000; line 1b, column b, cost of buildings increased by $780,000 and column c, accumulated depreciation increased by $40,000.”

Raw XML Appendix328 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CAN PROVIDE ITS DOCUMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS RETURN IS BEING AMENDED AS A RESULT OF AMENDING THE ORGANIZATION'S 2022 FORM 990 IN ORDER TO REPORT THE DONATION OF THE OFFICE BUILDING LOCATED AT 1214 BOURBON ST. NEW ORLEANS, LA 70116 BY MERRY MCSWAIN. THE FOLLOWING PARTS AND SCHEDULES HAVE BEEN AFFECTED: PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: LINE 4B FOR PROGRAM EXPENSES INCREASED BY $20,000 PART IV STATEMENT OF FUNCTIONAL EXPENSES: LINE 22 FOR DEPRECIATION EXPENSE FOR PROGRAM SERVICES INCREASED BY $20,000 PART X BALANCE SHEET: LINE 10A FOR LAND, BUILDINGS, AND EQUIPMENT INCREASED BY $975,000 FOR THE DONATION OF THE BUILDING IN PRIOR YEAR AND LINE 10B FOR ACCUMULATED DEPRECIATION INCREASED BY $40,000, WHICH IS THE DEPRECIATION TAKEN ON THE BUILDING IN 2022 AND 2023. SCHEDULE D, PART VI: LINE 1A, COLUMN B, COST OF LAND INCREASED BY $195,000; LINE 1B, COLUMN B, COST OF BUILDINGS INCREASED BY $780,000 AND COLUMN C, ACCUMULATED DEPRECIATION INCREASED BY $40,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, LINE B FOR AMENDED RETURN
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141810
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01046869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0953675
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01351
IRS990/TravelGrp/TotalAmt01351
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01212 BOURBON STREET
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070116
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0MERRY MCSWAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05042596468
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCSWAIN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCSW
ReturnHeader/Filer/EIN0874462426
ReturnHeader/Filer/PhoneNum05042596468
ReturnHeader/Filer/USAddress/AddressLine1Txt01212 BOURBON STREET
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721042866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KUSHNER LAGRAIZE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03330 WEST ESPLANADE AVENUE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070002
ReturnHeader/PreparerPersonGrp/PhoneNum05048389991
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM B HAMILTON
ReturnHeader/ReturnTs02025-09-23T16:28:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$953,675
Liabilities
$2,260
Net assets
$951,415
Revenue
$141,810
Expenses
$237,264
Net income
-$95,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.18$0.13$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.14$0.24$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$1.19$0.14$1.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $500k-$1M nonprofits