BARBARA SWILER CHARITABLE TRUST C/O TWO RIVERS BANK & TRUST

EIN: 426477222 501(c)(3) Philanthropy & Grantmaking

BURLINGTON, IA

Total Revenue
$21,699
Total Expenses
$54,440
Total Assets
$451,921
Net Assets
$451,921
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Phone
3197539100
Tax Period
2021-03-01 to 2022-02-28

BARBARA SWILER CHARITABLE TRUST C/O TWO RIVERS BANK & TRUST is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2021. Revenue decreased 9% compared to the prior year. Expenses of $54K exceeded revenue, resulting in a 151% operating deficit.

Mission

SUPPORT SPECIFIC CHARITIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $21,699
Other Revenue $0
TOTAL REVENUE $21,699

Expense Breakdown

Grants Paid $48,023
Salaries & Benefits $5,992
Fundraising Expenses $0
Program Expenses $54,440
Other Expenses $425
TOTAL EXPENSES $54,440

Year-over-Year Comparison

2021 2020 Change
Revenue $21,699 $23,834 -0.1%
Expenses $54,440 $5,509 +8.9%
Net Income $-32,741 $18,325 -2.8%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$5,992 $0 $5,992
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $21,699 $54,440 $451,921 $-32,741
2021 $23,834 $5,509 $484,662 $18,325
2020 $22,376 $28,910 $466,337 $-6,534
2019 $32,020 $27,095 $472,871 $4,925
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