Sam & Cleo Swayne Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Sam & Cleo Swayne Charitable Trust is a 501(c)(3) organization based in Melba, Idaho, registered in 1991, with $238,792 in FY2024 revenue. CharityIndex grades it C+.
1984 Highway 45 S, Melba, ID, 83641 EIN 82-6068269 Since 1991
Revenue (FY2024)
$239K
▲ 2.1% vs prior year
Expenses (FY2024)
$145K
Net assets
$3.6M
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 Sam & Cleo Swayne Charitable Trust— 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 rating299 mo reserves · +39% 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 Sam & Cleo Swayne Charitable Trust: 299 mo reserves · +39% 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 Sam & Cleo Swayne Charitable Trust— 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 Sam & Cleo Swayne Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $160K (FY2013) to $239K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.6M
Operating margin
39.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.6M
Total liabilities
$0
Net assets
$3.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $238,792▲2.1% | $145,223▲2.6% | $3,624,006▲2.7% | $3,624,006▲2.7% | 990PF |
| 2023 | $233,874▲26.6% | $141,610▲0.9% | $3,530,437▲2.7% | $3,530,437▲2.7% | 990PF |
| 2022 | $184,770▼36.0% | $140,342▼3.9% | $3,438,173▲1.3% | $3,438,173▲1.3% | 990PF |
| 2021 | $288,605▲177% | $146,089▲26.4% | $3,393,745▲4.4% | $3,393,745▲4.4% | 990PF |
| 2020 | $104,340▲11.0% | $115,619▼13.5% | $3,251,229▼0.3% | $3,251,229▼0.3% | 990PF |
| 2019 | $93,972▼47.8% | $133,618▼6.5% | $3,262,508▼1.2% | $3,262,508▼1.2% | 990PF |
| 2018 | $180,147▲73.0% | $142,931▲0.5% | $3,302,154▲1.1% | $3,302,154▲1.1% | 990PF |
| 2017 | $104,134▼18.8% | $142,238▼7.4% | $3,264,938▼1.2% | $3,264,938▼1.2% | 990PF |
| 2016 | $128,170▼18.0% | $153,539▼9.9% | $3,303,042▼0.8% | $3,303,042▼0.8% | 990PF |
| 2015 | $156,368▼33.5% | $170,365▲0.9% | $3,328,411▼0.4% | $3,328,411▼0.4% | 990PF |
| 2014 | $235,178▲46.7% | $168,843▼34.7% | $3,342,408▲2.0% | $3,342,408▲2.0% | 990PF |
| 2013 | $160,335 | $258,588▲42.5% | $3,276,073▼2.9% | $3,276,073▼2.9% | 990PF |
| 2012 | — | $181,467▼9.9% | $3,374,326 | $3,374,326 | 990PF |
| 2011 | — | $201,502▼3.0% | $3,372,872▼1.2% | $3,372,872▼1.2% | 990PF |
| 2010 | — | $207,670 | $3,415,270 | $3,415,270 | 990PF |
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.
Frequently asked questions
- Is Sam & Cleo Swayne Charitable Trust a legitimate nonprofit?
- Yes. Sam & Cleo Swayne Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 82-6068269, based in Melba, Idaho. Donations are tax-deductible.
- What is Sam & Cleo Swayne Charitable Trust's EIN?
- Sam & Cleo Swayne Charitable Trust's Employer Identification Number (EIN) is 82-6068269.
- How much revenue does Sam & Cleo Swayne Charitable Trust report?
- Sam & Cleo Swayne Charitable Trust reported $238,792 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Sam & Cleo Swayne Charitable Trust have?
- CharityIndex grades Sam & Cleo Swayne Charitable Trust C+, based on financial health (reserves and operating margin).
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Data for Sam & Cleo Swayne Charitable Trust (EIN 82-6068269) 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.