SWIFT EAGLE CHARITABLE FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SWIFT EAGLE CHARITABLE FOUNDATION (EIN 80-0109707)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349201934
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T09:06:18-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vail Tax & Accounting Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5940 | AddressLine1 |
| City | Avon | City |
| State | CO | State |
| ZIP Code | 81620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800109707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Swift Eagle Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWIF | BusinessNameControlTxt |
| Phone | 9708457655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBox 1977 | AddressLine1 |
| City | Avon | City |
| State | CO | State |
| ZIP Code | 81620 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David A Haakenson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark E McManis CPA | PreparerPersonNm |
| PTIN | P01011488 | PTIN |
| Phone | 9709495383 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.swifteagle.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $188,612 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $126,581 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $34,325 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $27,706 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $8,832 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $18,874 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $179,780 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $108,905 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,380 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $668 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $4,283 | OtherExpensesTotalAmt |
| Total Expenses | $115,236 | TotalExpensesAmt |
| Excess Or Deficit For Year | $64,544 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $314,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $378,867 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,498 | BOYAmt |
| EOY | $378,867 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,498 | BOYAmt |
| EOY | $378,867 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,323 | BOYAmt |
| EOY | $378,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Swiftly helping those in need in Eagle County through financial assistance. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Grants to local individuals suffering financial hardship from illness and accident. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $8,832 | GrantsAndAllocationsAmt |
| Program Service Expenses | $108,905 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,832 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| David A Haakenson | ||
| President | 10.00 | $0 |
| Cathy Dockery | ||
| Secretary | 1.00 | $0 |
| Valerie Wegert | ||
| Treasurer | 4.00 | $0 |
| Ginny Snowdon | ||
| Trustee | 1.00 | $0 |
| Stewart Eves | ||
| Trustee | 1.00 | $0 |
| John Boles | ||
| Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David A Haakenson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1977 | AddressLine1 |
| City | Avon | City |
| State | CO | State |
| ZIP Code | 81620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9708457655 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,581 | CurrentTaxYearAmt |
| Total | $663,297 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,581 | CurrentTaxYearAmt |
| Total | $663,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $663,297 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,874 | CurrentTaxYearAmt |
| Total | $53,234 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $716,531 | TotalSupportAmt |
| Public Support CY170 | 0.92570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Bocce Ball Tournament | NameOfEvent1Amt |
| Gross Receipts Event1 | $27,706 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $27,706 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $8,832 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $27,706 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $27,706 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,832 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,832 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,874 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Cash Amount Given: $108905 |
| Other Expenses.1002 | Office Expenses $829 |
| Other Expenses.1003 | Information Technology $541 |
| Other Expenses.1012 | Insurance $1700 |
| Other Expenses.1 | Credit Card Fees $747 |
| Other Expenses.3 | Staff Development $392 |
| Other Expenses.4 | Bank Charges $64 |
| Other Expenses.5 | Licenses/Fees $10 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $175 Accounts Payable and Accrued Expenses - Ending $0 |