Barbara D Swiler Trust Uw
Only null% goes to programs Strong reserves Growing revenue
Barbara D Swiler Trust Uw is a 501(c)(3) organization based in Burlington, Iowa, registered in 1992, with $28,783 in FY2024 revenue. CharityIndex grades it C+.
Po Box 728, Burlington, IA, 52601 EIN 42-6477222 Since 1992
Revenue (FY2024)
$29K
▲ 45.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$7,004
Net assets
$446K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Barbara D Swiler Trust Uw— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating764 mo reserves · +76% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Barbara D Swiler Trust Uw: 764 mo reserves · +76% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Barbara D Swiler Trust Uw— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Barbara D Swiler Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 728, Burlington, IA, 52601
- City
- Burlington
- State
- Iowa
- Subcategory
- Philanthropy Programs
Financial trends
Revenue grew from $21K (FY2010) to $29K (FY2024) across 15 reported years.
Financial snapshot
Financial health & position (FY2024)
Operating margin
75.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$446K
Net assets
$446K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $28,783▲45.6% | $7,004▼79.7% | $445,972▲5.1% | $445,972▲5.1% | 990EZ |
| 2023 | $19,773▲10.2% | $34,467▲11.3% | $424,193▼3.3% | $424,193▼3.3% | 990EZ |
| 2022 | $17,941▼17.3% | $30,976▼43.1% | $438,886▼2.9% | $438,886▼2.9% | 990EZ |
| 2021 | $21,699▼9.0% | $54,440▲888% | $451,921▼6.8% | $451,921▼6.8% | 990 |
| 2020 | $23,834▲6.5% | $5,509▼80.9% | $484,662▲3.9% | $484,662▲3.9% | 990 |
| 2019 | $22,376▼30.1% | $28,910▲6.7% | $466,337▼1.4% | $466,337▼1.4% | 990 |
| 2018 | $32,020▲31.0% | $27,095▲5.1% | $472,871▲1.1% | $472,871▲1.1% | 990 |
| 2017 | $24,437▼35.1% | $25,792▼3.3% | $467,946▼0.3% | $467,946▼0.3% | 990 |
| 2016 | $37,675▲107% | $26,676▼9.9% | $469,301▲2.4% | $469,301▲2.4% | 990 |
| 2015 | $18,237▼39.5% | $29,597▲61.4% | $458,302▼2.4% | $458,302▼2.4% | 990EZ |
| 2014 | $30,139▲41.9% | $18,333▲14.7% | $469,662▲2.6% | $469,662▲2.6% | 990EZ |
| 2013 | $21,240▼17.2% | $15,987▼19.1% | $457,856▲1.2% | $457,856▲1.2% | 990EZ |
| 2012 | $25,658▲55.0% | $19,752▲11.1% | $452,603▲1.3% | $452,603▲1.3% | 990EZ |
| 2011 | $16,552▼23.0% | $17,786▲3.8% | $446,697▼0.3% | $446,697▼0.3% | 990EZ |
| 2010 | $21,498 | $17,143 | $447,931 | $447,931 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Barbara D Swiler Trust Uw a legitimate nonprofit?
- Yes. Barbara D Swiler Trust Uw is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6477222, based in Burlington, Iowa. Donations are tax-deductible.
- What is Barbara D Swiler Trust Uw's EIN?
- Barbara D Swiler Trust Uw's Employer Identification Number (EIN) is 42-6477222.
- How much revenue does Barbara D Swiler Trust Uw report?
- Barbara D Swiler Trust Uw reported $28,783 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Barbara D Swiler Trust Uw have?
- CharityIndex grades Barbara D Swiler Trust Uw C+, based on financial health (reserves and operating margin).
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Data for Barbara D Swiler Trust Uw (EIN 42-6477222) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.