Civic Intelligence

Swell Foundation

990EZ • Fiscal year 2021 • EIN 94-3296652

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization ProfileN/A
56 Dolan DriveGuilford, CT 06437

(510) 414-0569

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

25th percentile

-9.1%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

382%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$37,226

Down $5,914 (-14%) from 2020

Net Assets

Down

$36,741

Down $4,401 (-11%) from 2020

Liabilities

Down

$485

Down $1,513 (-76%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin25th percentile

Revenue

Up

$48,240

Up $38,238 (+382%) from 2020

Expenses

Up

$52,641

Up $38,015 (+260%) from 2020

Net Income

Up

-$4,401

Up $223 (+4.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$150K$100K$50K$0Assets 2011: $24,558Liabilities 2011: $16,8652011Assets 2012: $54,406Liabilities 2012: $12,8522012Assets 2013: $21,954Liabilities 2013: $11,8932013Assets 2014: $13,735Liabilities 2014: $12,386Net Assets 2014: $1,3492014Assets 2015: $137,929Liabilities 2015: $60,343Net Assets 2015: $77,5862015Assets 2016: $74,225Liabilities 2016: $12,071Net Assets 2016: $62,1542016Assets 2017: $65,688Liabilities 2017: $11,613Net Assets 2017: $54,0752017Assets 2018: $59,201Liabilities 2018: $756Net Assets 2018: $58,4452018Assets 2019: $46,380Liabilities 2019: $614Net Assets 2019: $45,7662019Assets 2020: $43,140Liabilities 2020: $1,998Net Assets 2020: $41,1422020Assets 2021: $37,226Liabilities 2021: $485Net Assets 2021: $36,7412021Assets 2022: $36,947Liabilities 2022: $396Net Assets 2022: $36,5512022Assets 2023: $24,240Liabilities 2023: $611Net Assets 2023: $23,6292023Assets 2024: $23,832Liabilities 2024: $235Net Assets 2024: $23,5972024

Highlighted filing

2021

Assets$37,226
Liabilities$485
Net Assets$36,741
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100KRevenue 2011: $44,813Expenses 2011: $42,602Net Income 2011: $2,2112011Revenue 2012: $73,252Expenses 2012: $39,391Net Income 2012: $33,8612012Revenue 2013: $5,045Expenses 2013: $36,538Net Income 2013: -$31,4932013Revenue 2014: $28,804Expenses 2014: $37,516Net Income 2014: -$8,7122014Revenue 2015: $147,325Expenses 2015: $71,088Net Income 2015: $76,2372015Revenue 2016: $58,300Expenses 2016: $73,732Net Income 2016: -$15,4322016Revenue 2017: $49,147Expenses 2017: $57,226Net Income 2017: -$8,0792017Revenue 2018: $14,753Expenses 2018: $10,899Net Income 2018: $3,8542018Revenue 2019: $18,944Expenses 2019: $31,623Net Income 2019: -$12,6792019Revenue 2020: $10,002Expenses 2020: $14,626Net Income 2020: -$4,6242020Revenue 2021: $48,240Expenses 2021: $52,641Net Income 2021: -$4,4012021Revenue 2022: $112,267Expenses 2022: $112,457Net Income 2022: -$1902022Revenue 2023: $96,773Expenses 2023: $109,695Net Income 2023: -$12,9222023Revenue 2024: $182,688Expenses 2024: $182,720Net Income 2024: -$322024

Highlighted filing

2021

Revenue$48,240
Expenses$52,641
Net Income-$4,401
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Gross Receipts
$48,240
Mission and Program Overview

Mission

Produce documentary video programs which are intended for use by public broadcasting.

Program Services

DescriptionGrantsExpenses
PRODUCTION OF DOCUMENTARY FILMS USED BY PUBLIC BROADCASTING.$44,750$52,641
PRODUCTION OF DOCUMENTARY FILMS USED BY PUBLIC BROADCASTING.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM ROGERSPresident-$0--
SCARLETT NERADSecretary-$0--
MARGARET HEIMBRODTFounding Mem-$0--
CHARLOTTE BERVIN-LAGARDEExecutive DiPT$0--
Filing and Contact Details

Filer

Filer Name
Swell Foundation
EIN
94-3296652
Phone
5104140569
Address
56 DOLAN DRIVE, GUILFORD, CT 06437

Signing Officer

Name
Charlotte Bervin-lagarde
Title
Executive Director
Phone
5104140569
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
B Riley Wealth Tax Services Inc
Address
869 BOSTON POST RD, MADISON, CT 06443
Preparer
Mary Jo Walker
Phone
2032456175
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 38,000 cash contribution: 6,750”

Form 990-ez, Part I, Line 16

“Expenses post-producton costs 251 distribution costs 338 website 873 supplies 708 bank fees 175 licenses & registration 70 total 2,415”

Form 990-ez, Part II, Line 26

“Wf visa 2,014 351 sponsorship payable -16 134”

Form 990-ez, Part III

“Produce documentary video programs which are intended for use by public broadcasting.”

Form 990-ez, Part III, Line 31

“Production of documentary films used by public broadcasting.”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLOTTE BERVIN-LAGARDE
IRS990EZ/BooksInCareOfDetail/PhoneNum05104140569
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt056 DOLAN DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GUILFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006437
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037226
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4401
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01459
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043140
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037226
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044750
IRS990EZ/GrossReceiptsAmt048240
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036741
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041142
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036741
IRS990EZ/OccupancyRentUtltsAndMaintAmt03631
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCARLETT NERAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARET HEIMBRODT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLOTTE BERVIN-LAGARDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FOUNDING MEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRODUCE DOCUMENTARY VIDEO PROGRAMS WHICH ARE INTENDED FOR USE BY PUBLIC BROADCASTING.
IRS990EZ/PrintingPublicationsPostageAmt0386
IRS990EZ/ProgramServiceRevenueAmt01489
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRODUCTION OF DOCUMENTARY FILMS USED BY PUBLIC BROADCASTING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRODUCTION OF DOCUMENTARY FILMS USED BY PUBLIC BROADCASTING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052641
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01998
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0485
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052641
IRS990EZ/TotalProgramServiceExpensesAmt052641
IRS990EZ/TotalRevenueAmt048240
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0117821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06002
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0140974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049801
IRS990ScheduleA/Total509Grp/TotalAmt0140974
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014651
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049820
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 38,000 CASH CONTRIBUTION: 6,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES POST-PRODUCTON COSTS 251 DISTRIBUTION COSTS 338 WEBSITE 873 SUPPLIES 708 BANK FEES 175 LICENSES & REGISTRATION 70 TOTAL 2,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WF VISA 2,014 351 SPONSORSHIP PAYABLE -16 134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRODUCE DOCUMENTARY VIDEO PROGRAMS WHICH ARE INTENDED FOR USE BY PUBLIC BROADCASTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRODUCTION OF DOCUMENTARY FILMS USED BY PUBLIC BROADCASTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLOTTE BERVIN-LAGARDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05104140569
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0(FORMERLY SWELL CINEMA)
ReturnHeader/Filer/BusinessNameControlTxt0SWEL
ReturnHeader/Filer/EIN0943296652
ReturnHeader/Filer/PhoneNum05104140569
ReturnHeader/Filer/USAddress/AddressLine1Txt056 DOLAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0GUILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006437
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112587324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0B RILEY WEALTH TAX SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0869 BOSTON POST RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006443
ReturnHeader/PreparerPersonGrp/PhoneNum02032456175
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JO WALKER
ReturnHeader/ReturnTs02022-05-12T10:18:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLOTTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERVIN-LAGARDE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,226
Liabilities
$485
Net assets
$36,741
Revenue
$48,240
Expenses
$52,641
Net income
-$4,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$1.83$1.83$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.01$0.24$0.97$1.10$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$1.12$1.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.48$0.53$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.02$0.41$0.10$0.15$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.01$0.46$0.19$0.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.58$0.15$0.11$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.12$0.54$0.49$0.57$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.12$0.62$0.58$0.74$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.60$0.78$1.47$0.71$0.76
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.12$0.01$0.29$0.38$0.09
2013Summary only. Only limited summary data is available for this year.$0.22$0.12$0.05$0.37$0.31
2012Summary only. Only limited summary data is available for this year.$0.54$0.13$0.73$0.39$0.34
2011Summary only. Only limited summary data is available for this year.$0.25$0.17$0.45$0.43$0.02