Civic Intelligence

Byron S Swearingen Trust 8350 Tw 51288 Nect

990 • Fiscal year 2019 • EIN 95-6031898

Nov 01, 2018 to Oct 31, 2019 • Filed on Feb 07, 2020

Organization ProfileN/A
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$76,635

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

40th percentile

0.7%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

24%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,107,917

Up $43,325 (+0.7%) from 2018

Net Assets

Up

$6,107,917

Up $43,325 (+0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin72nd percentile

Revenue

Up

$309,053

Up $59,104 (+24%) from 2018

Expenses

Up

$266,652

Up $46,571 (+21%) from 2018

Net Income

Up

$42,401

Up $12,533 (+42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$10M$5.0M$0Assets 2011: $4,734,773Liabilities 2011: $0Net Assets 2011: $4,734,7732011Assets 2012: $5,934,011Liabilities 2012: $0Net Assets 2012: $5,934,0112012Assets 2013: $5,931,376Liabilities 2013: $0Net Assets 2013: $5,931,3762013Assets 2014: $5,995,642Liabilities 2014: $0Net Assets 2014: $5,995,6422014Assets 2015: $6,020,295Liabilities 2015: $0Net Assets 2015: $6,020,2952015Assets 2016: $6,066,061Liabilities 2016: $0Net Assets 2016: $6,066,0612016Assets 2017: $6,034,317Liabilities 2017: $0Net Assets 2017: $6,034,3172017Assets 2018: $6,064,592Liabilities 2018: $0Net Assets 2018: $6,064,5922018Assets 2019: $6,107,917Liabilities 2019: $0Net Assets 2019: $6,107,9172019Assets 2020: $6,198,436Liabilities 2020: $0Net Assets 2020: $6,198,4362020Assets 2021: $6,209,078Liabilities 2021: $0Net Assets 2021: $6,209,0782021Assets 2022: $6,156,830Liabilities 2022: $0Net Assets 2022: $6,156,8302022Assets 2023: $6,547,034Liabilities 2023: $0Net Assets 2023: $6,547,0342023Assets 2024: $9,451,012Liabilities 2024: $0Net Assets 2024: $9,451,0122024Assets 2025: $9,400,613Liabilities 2025: $0Net Assets 2025: $9,400,6132025

Highlighted filing

2019

Assets$6,107,917
Liabilities$0
Net Assets$6,107,917
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $353,329Expenses 2011: $159,448Net Income 2011: $193,8812011Revenue 2012: $1,370,196Expenses 2012: $162,378Net Income 2012: $1,207,8182012Revenue 2013: $199,788Expenses 2013: $164,653Net Income 2013: $35,1352013Revenue 2014: $242,145Expenses 2014: $158,584Net Income 2014: $83,5612014Revenue 2015: $202,699Expenses 2015: $175,440Net Income 2015: $27,2592015Revenue 2016: $242,899Expenses 2016: $163,066Net Income 2016: $79,8332016Revenue 2017: $166,553Expenses 2017: $204,096Net Income 2017: -$37,5432017Revenue 2018: $249,949Expenses 2018: $220,081Net Income 2018: $29,8682018Revenue 2019: $309,053Expenses 2019: $266,652Net Income 2019: $42,4012019Revenue 2020: $349,619Expenses 2020: $259,859Net Income 2020: $89,7602020Revenue 2021: $260,520Expenses 2021: $250,154Net Income 2021: $10,3662021Revenue 2022: $203,605Expenses 2022: $253,919Net Income 2022: -$50,3142022Revenue 2023: $678,917Expenses 2023: $286,803Net Income 2023: $392,1142023Revenue 2024: $3,217,670Expenses 2024: $314,031Net Income 2024: $2,903,6392024Revenue 2025: $306,358Expenses 2025: $356,354Net Income 2025: -$49,9962025

Highlighted filing

2019

Revenue$309,053
Expenses$266,652
Net Income$42,401
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Feb 7, 2020
Return Version
2018v3.0
Gross Receipts
$1,046,277
Mission and Program Overview

Mission

Invest assets, collect income therefrom and distribute income in accordance with the trust instrument to pomona college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,914,838$5,961,819▲ $46,981
Savings and Temporary Cash Investments$149,754$145,668▼ $4,086
Cash and Non-Interest-Bearing Accounts-$430-
Total Assets$6,064,592$6,107,917▲ $43,325
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,064,592$6,107,917▲ $43,325
Total Net Assets Fund Balance$6,064,592$6,107,917▲ $43,325
Total Liabilities and Net Assets / Fund Balance$6,064,592$6,107,917▲ $43,325
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleBaseTotal
-Trustee$76,635$76,635
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$309,053
Other Revenue
$0
Change in Net Assets
$42,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$183,662
Salaries, Compensation, and Employee Benefits$76,634
Other Expenses$6,356
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$183,662--$183,662
Current Officers, Directors, Trustees, and Key Employees$19,159$57,475-$76,634
Fees for Services Other$10$5,358-$5,368
Fees for Services Accounting$988--$988
Total Functional Expenses$203,819$62,833$0$266,652
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ponoma CollegeClaremont, CA501(c)(3)General Support Grant$183,662
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Sole trustee receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Organization complies with the same policyand enforcement procedures as its trustees”

Form 990, Page 6, Part VI, Line 18

“Wells fargo n.a 100 n main st mac d4001-117”

Form 990, Page 6, Part VI, Line 19

“No documents are made to the public”

Filing and Contact Details

Filer

Filer Name
Byron S Swearingen Trust
EIN
95-6031898
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-02-07
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Adjustments include ctf income timing difference, costbasis adjustment, mutual fund timing difference”

Raw XML Appendix353 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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IRS990/OtherExpensesGrp/Desc1STATE AG FEES
IRS990/OtherWebsiteInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WELLS FARGO N.A 100 N MAIN ST MAC D4001-117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENTS INCLUDE CTF INCOME TIMING DIFFERENCE, COSTBASIS ADJUSTMENT, MUTUAL FUND TIMING DIFFERENCE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-07
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,107,917
Liabilities
$0
Net assets
$6,107,917
Revenue
$309,053
Expenses
$266,652
Net income
$42,401
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.31$0.36$0.05
2024Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$3.22$0.31$2.90
2023Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.68$0.29$0.39
2022Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.20$0.25$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.26$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.35$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.31$0.27$0.04
2018Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$0.25$0.22$0.03
2017Summary only. Only limited summary data is available for this year.$6.03$0.00$6.03$0.17$0.20$0.04
2016Summary only. Only limited summary data is available for this year.$6.07$0.00$6.07$0.24$0.16$0.08
2015Summary only. Only limited summary data is available for this year.$6.02$0.00$6.02$0.20$0.18$0.03
2014Summary only. Only limited summary data is available for this year.$6.00$0.00$6.00$0.24$0.16$0.08
2013Summary only. Only limited summary data is available for this year.$5.93$0.00$5.93$0.20$0.16$0.04
2012Summary only. Only limited summary data is available for this year.$5.93$0.00$5.93$1.37$0.16$1.21
2011Summary only. Only limited summary data is available for this year.$4.73$0.00$4.73$0.35$0.16$0.19