Swalm Foundation

Wellington, TX
Tax-exempt since March 1980
EIN: 74-2073420

Receive an email when new data is available for this organization.

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$739k (2023)

Expenses

$36.4M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Revenue

$739,305

Expenses

$36,371,135

Net Income

-$35,631,830

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$185,059	25.0%
Dividends	$576,988	78.0%
Sales of Assets	-$22,988
Other Income	$246	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,279,510	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Valeri White (Pres/Treasur)	$0	$0
Lisa Frantz (Vice Pres/Se)	$0	$0
Billy C Ward (Director)	$0	$0
Pat White (Director)	$0	$0

+ View more people

990-PF

Filed on Feb. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$212,401

Expenses

$125,116

Net Income

$87,285

Net Assets

$34,885,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51,507	24.2%
Dividends	$192,487	90.6%
Sales of Assets	-$31,593
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,012,190
Total Liabilities	$126,825
Net Assets	$34,885,365

Compensation

Key Employees and Officers	Compensation	Other
Valeri White (Pres/Treasur)	$0	$0
Lisa Frantz (Vice Pres/Se)	$0	$0
Billy C Ward (Director)	$0	$0
Pat White (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$450,903

Expenses

$77,551

Net Income

$373,352

Net Assets

$5,357,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$89,780	19.9%
Sales of Assets	$357,318	79.2%
Other Income	$3,795	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,357,597
Total Liabilities	$0
Net Assets	$5,357,597

Compensation

Key Employees and Officers	Compensation	Other
Valeri White (Pres/Treasur)	$0	$0
Lisa Frantz (Vice Pres/Se)	$0	$0
Billy C Ward (Director)	$0	$0
Pat White (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

-$6,959,287

Expenses

$4,137,526

Net Income

-$11,096,813

Net Assets

$3,783,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19
Dividends	$54,933
Sales of Assets	$0
Other Income	-$1,975,008

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,783,715
Total Liabilities	$1
Net Assets	$3,783,714

Compensation

Key Employees and Officers	Compensation	Other
Valeri White (Pres/Treasur)	$0	$0
Lisa Frantz (Vice Pres/Se)	$0	$0
Billy C Ward (Director)	$0	$0
Pat White (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

-$863,198

Expenses

$133,886

Net Income

-$997,084

Net Assets

$14,884,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,805
Dividends	$76,960
Sales of Assets	$28,736
Other Income	-$1,010,699

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,884,812
Total Liabilities	$1
Net Assets	$14,884,811

Compensation

Key Employees and Officers	Compensation	Other
Valeri White (Pres/Treasur)	$0	$0
Lisa Frantz (Vice Pres/Se)	$0	$0
Billy C Ward (Director)	$0	$0
Beth Swalm (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2018

Revenue

-$586,861

Expenses

$193,192

Net Income

-$780,053

Net Assets

$15,881,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58,446
Dividends	$105,321
Sales of Assets	$300,490
Other Income	-$1,051,118

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,881,896
Total Liabilities	$0
Net Assets	$15,881,896

Compensation

Key Employees and Officers	Compensation	Other
Valeri White (Pres/Treasur)	$0	$0
Lisa Frantz (Vice Pres/Se)	$0	$0
Billy C Ward (Director)	$0	$0
Beth Swalm (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$2,013,826

Expenses

$16,333,236

Net Income

-$14,319,410

Net Assets

$25,544,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$158,525	7.9%
Dividends	$415,011	20.6%
Sales of Assets	$1,440,290	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,041,319	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,544,942
Total Liabilities	$0
Net Assets	$25,544,942

Compensation

Key Employees and Officers	Compensation	Other
Valeri White (Pres/Treasur)	$0	$0
Lisa Frantz (Vice Pres/Se)	$0	$0
Billy C Ward (Director)	$0	$0
Beth Swalm (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$1,062,569

Expenses

$1,599,837

Net Income

-$537,268

Net Assets

$39,878,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$155,368	14.6%
Dividends	$462,611	43.5%
Sales of Assets	$440,945	41.5%
Other Income	$3,645	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,251,605	78.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$39,878,352
Total Liabilities	$0
Net Assets	$39,878,352

Compensation

Key Employees and Officers	Compensation	Other
Beth C Swalm (Pres/Treasur)	$0	$0
Billy C Ward (Vp/Secretary)	$0	$0

990-PF

Filed on Oct. 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$1,589,621

Expenses

$354,373

Net Income

$1,235,248

Net Assets

$40,353,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$155,772	9.8%
Dividends	$436,313	27.4%
Sales of Assets	$995,875	62.6%
Other Income	$1,661	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,713	39.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,353,483
Total Liabilities	$0
Net Assets	$40,353,483

Compensation

Key Employees and Officers	Compensation	Other
Beth C Swalm (Pres/Treasur)	$0	$0
Billy C Ward (Vp/Secretary)	$0	$0

990-PF

Filed on Nov. 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Nov.
2013

Revenue

$1,820,270

Expenses

$363,296

Net Income

$1,456,974

Net Assets

$37,693,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$188,980	10.4%
Dividends	$420,480	23.1%
Sales of Assets	$1,209,601	66.5%
Other Income	$1,209	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,750	31.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,693,752
Total Liabilities	$1
Net Assets	$37,693,751

990-PF

Filed on April 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$1,481,532

Expenses

$318,088

Net Income

$1,163,444

Net Assets

$36,243,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$272,444	18.4%
Dividends	$390,878	26.4%
Sales of Assets	$804,741	54.3%
Other Income	$13,469	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,664	33.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,243,483
Total Liabilities	$0
Net Assets	$36,243,483

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$1,156,920

Expenses

$300,954

Net Income

$855,966

Net Assets

$35,108,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$405,479	35.0%
Dividends	$358,589	31.0%
Sales of Assets	$390,693	33.8%
Other Income	$2,159	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,125	35.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,108,123
Total Liabilities	$0
Net Assets	$35,108,123

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated August 21, 2025

Swalm Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $739k (2023)

Expenses $36.4M (2023)

Total Assets $0 (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2010

Revenue

$739k (2023)

Expenses

$36.4M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001