Civic Intelligence

Swall Foundation

990PF • Fiscal year 2024 • EIN 94-6169932

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 29, 2025

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(800) 227-6468

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

88th percentile

54%

Higher net margin than 88% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$503,948

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

57th percentile

7.3%

Faster asset growth than 57% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

173%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$62,364,418

Up $4,238,104 (+7.3%) from 2023

Net Assets

Up

$62,364,418

Up $4,238,104 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin88th percentile

Revenue

Up

$7,833,246

Up $4,963,095 (+173%) from 2023

Expenses

Up

$3,569,992

Up $513,618 (+17%) from 2023

Net Income

Up

$4,263,254

Up $4,449,477 (+2389%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$80M$60M$40M$20M$0Assets 2011: $56,842,528Liabilities 2011: $02011Assets 2012: $56,700,955Liabilities 2012: $02012Assets 2013: $56,046,689Liabilities 2013: $02013Assets 2014: $56,475,041Liabilities 2014: $02014Assets 2019: $60,536,864Liabilities 2019: $02019Assets 2020: $60,787,901Liabilities 2020: $0Net Assets 2020: $60,787,9012020Assets 2021: $60,809,653Liabilities 2021: $0Net Assets 2021: $60,809,6532021Assets 2022: $58,234,803Liabilities 2022: $0Net Assets 2022: $58,234,8032022Assets 2023: $58,126,314Liabilities 2023: $0Net Assets 2023: $58,126,3142023Assets 2024: $62,364,418Liabilities 2024: $0Net Assets 2024: $62,364,4182024

Highlighted filing

2024

Assets$62,364,418
Liabilities$0
Net Assets$62,364,418
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $2,983,166Expenses 2011: $3,411,958Net Income 2011: -$428,7922011Revenue 2012: $3,677,295Expenses 2012: $3,783,074Net Income 2012: -$105,7792012Revenue 2013: $3,141,945Expenses 2013: $3,783,453Net Income 2013: -$641,5082013Revenue 2014: $4,825,840Expenses 2014: $4,306,061Net Income 2014: $519,7792014Revenue 2019: $3,248,346Expenses 2019: $10,056,131Net Income 2019: -$6,807,7852019Revenue 2020: $4,319,055Expenses 2020: $3,917,662Net Income 2020: $401,3932020Revenue 2021: $5,076,521Expenses 2021: $4,604,906Net Income 2021: $471,6152021Revenue 2022: $2,203,463Expenses 2022: $4,670,204Net Income 2022: -$2,466,7412022Revenue 2023: $2,870,151Expenses 2023: $3,056,374Net Income 2023: -$186,2232023Revenue 2024: $7,833,246Expenses 2024: $3,569,992Net Income 2024: $4,263,2542024

Highlighted filing

2024

Revenue$7,833,246
Expenses$3,569,992
Net Income$4,263,254
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$503,948-$503,948
Filing and Contact Details

Filer

Filer Name
Swall Foundation
EIN
94-6169932
Phone
8002276468
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8002276468
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,364,418
Liabilities
$0
Net assets
$62,364,418
Revenue
$7,833,246
Expenses
$3,569,992
Net income
$4,263,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$7.83$3.57$4.26
2023Detailed filing. Detailed filing data is available for this year.$58.1$0.00$58.1$2.87$3.06$0.19
2022Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$2.20$4.67$2.47
2021Detailed filing. Detailed filing data is available for this year.$60.8$0.00$60.8$5.08$4.60$0.47
2020Detailed filing. Detailed filing data is available for this year.$60.8$0.00$60.8$4.32$3.92$0.40
2019Summary only. Only limited summary data is available for this year.$60.5$0.00$3.25$10.1$6.81
2014Summary only. Only limited summary data is available for this year.$56.5$0.00$4.83$4.31$0.52
2013Summary only. Only limited summary data is available for this year.$56.0$0.00$3.14$3.78$0.64
2012Summary only. Only limited summary data is available for this year.$56.7$0.00$3.68$3.78$0.11
2011Summary only. Only limited summary data is available for this year.$56.8$0.00$2.98$3.41$0.43