Civic Intelligence

Ann and Bill Swindells Charitable Trust

EIN 93-1246433 • Lake Oswego, OR

975 Englewood DrLake Oswego, OR 97034-1107
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 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

1st percentile

-84418%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2020

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 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $196,695 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$233

Down $4,760,817 (-100%) from 2019

Expenses

Down

$196,928

Down $7,899,098 (-98%) from 2019

Net Income

Up

-$196,695

Up $3,138,281 (+94%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$60M$40M$20M$0Assets 2011: $48,189,524Liabilities 2011: $02011Assets 2012: $36,276,906Liabilities 2012: $02012Assets 2013: $36,515,747Liabilities 2013: $02013Assets 2014: $38,338,987Liabilities 2014: $02014Assets 2015: $31,639,102Liabilities 2015: $02015Assets 2019: $196,695Liabilities 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$40M$20M$0-$20MRevenue 2011: $4,108,175Expenses 2011: $24,096,225Net Income 2011: -$19,988,0502011Revenue 2012: $4,137,764Expenses 2012: $16,050,382Net Income 2012: -$11,912,6182012Revenue 2013: $6,389,813Expenses 2013: $6,150,972Net Income 2013: $238,8412013Revenue 2014: $7,010,285Expenses 2014: $5,187,045Net Income 2014: $1,823,2402014Revenue 2015: $3,672,660Expenses 2015: $10,413,621Net Income 2015: -$6,740,9612015Revenue 2019: $4,761,050Expenses 2019: $8,096,026Net Income 2019: -$3,334,9762019Revenue 2020: $233Expenses 2020: $196,928Net Income 2020: -$196,6952020

Highlighted filing

2020

Revenue$233
Expenses$196,928
Net Income-$196,695
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$233
Expenses
$196,928
Net income
-$196,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.20$0.20
2019Summary only. Only limited summary data is available for this year.$0.20$0.00$4.76$8.10$3.33
2015Summary only. Only limited summary data is available for this year.$31.6$0.00$3.67$10.4$6.74
2014Summary only. Only limited summary data is available for this year.$38.3$0.00$7.01$5.19$1.82
2013Summary only. Only limited summary data is available for this year.$36.5$0.00$6.39$6.15$0.24
2012Summary only. Only limited summary data is available for this year.$36.3$0.00$4.14$16.1$11.9
2011Summary only. Only limited summary data is available for this year.$48.2$0.00$4.11$24.1$20.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles SwindellsVice Managing Trustee-$0--
William R SwindellsManaging Trustee-$0--
Leslie Ann BallingerTrustee-$0--
Donna WeckerAssistant Trust ManagerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOregon Community FoundationDissolution distribution.-Portland, OR, US$104,756
Filing and Contact Details

Filer

Filer Name
Ann and Bill Swindells Charitable Trust
EIN
93-1246433
Phone
5037819529
Address
975 Englewood Dr, Lake Oswego, OR 97034-1107

Signing Officer

Name
William Swindells
Title
Trustee
Phone
5037819529
Signed
2021-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Isler Northwest LLC
Address
1300 SW 5th Ave 2900, Portland, OR 97201-5692
Preparer
Robert J Riley
Phone
5032245321
Raw XML Appendix333 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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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt087839
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0Remaining cash in bank account.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt01221 SW Yamhill Street Suite 100
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0Portland
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07252
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07252
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07252
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Charles Swindells
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William R Swindells
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Leslie Ann Ballinger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Donna Wecker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice Managing Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Managing Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Assistant Trust Manager
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01221 SW Yamhill St Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11221 SW Yamhill St Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21221 SW Yamhill St Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31221 SW Yamhill St Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Portland
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specific form. Contact organization for grant eligibility and priorities. Only a limited number of grant proposals will be accepted for the next several years, due to prior commitments.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Ann Bill Swindells Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05037819529
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0975 Englewood Dr
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Lake Oswego
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0970341107
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grant requests will be limited to organizations that are qualifying under Section 501(c)(3). Preference will be given to organizations domiciled and acting exclusively in the State of Oregon. Request brochure for additional grant details.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No specific deadlines. Trustees plan to meet the middle of each quarter to review grant requests.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0104756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Dissolution distribution.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Oregon Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01221 SW Yamhill Street Suite 100
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0104756
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LiquidationExplanationStmt/ExplanationTxt0All remaining assets have been distributed to Oregon Community Foundation.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2189
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3379
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41239
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt524
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt65000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0268
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2378
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3757
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt597
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt620000
TaxesSchedule/TaxesDetail/Amt0420
TaxesSchedule/TaxesDetail/Amt16094
TaxesSchedule/TaxesDetail/CategoryTxt0State Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14570
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0420
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11524
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William Swindells
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05037819529
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ann and Bill Swindells Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0SWIN
ReturnHeader/Filer/EIN0931246433
ReturnHeader/Filer/PhoneNum05037819529
ReturnHeader/Filer/USAddress/AddressLine1Txt0975 Englewood Dr
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0970341107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204823470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Isler Northwest LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 SW 5th Ave 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972015692
ReturnHeader/PreparerPersonGrp/PhoneNum05032245321
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert J Riley
ReturnHeader/ReturnTs02021-08-18T13:55:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Swindells
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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