Barbara Swiler Charitable Trust C/o Two Rivers Bank & Trust

Nonprofit profile at a glance

EIN
426477222
IRS 990-EZ coverage
2010–2025
Forms available
Form 990 2021, Form 990-EZ 2025
Location
Burlington, IA, USA
Phone
3197539100
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Named Trusts N.E.C.

Reported finances

Revenue
$33,265
Expenses
$62,124
Assets
$417,113

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

1 person listed

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support specific charities

What it reported doing in 2025

Support the des moines county historical society in burlington, ia

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 89% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 31
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -86.8%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 6.71; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 8.6%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: 7.1% per year; rating input score 100; 65th percentile among comparable filings
  • Revenue growth: 1% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: -0.3% per year; rating input score 0; 37th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $62K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 8/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.