Julia Belle Swain Foundation Inc

Nonprofit profile at a glance

EIN
463365477
IRS 990-EZ coverage
2018–2019
Forms available
Form 990 2017, Form 990-EZ 2019
Location
La Crosse, WI, USA
Phone
6083170480
Rating confidence
Limited
Sector
Single Organization Support

Reported finances

Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • JOHN G DESMOND (PRESIDENT)

People named in this filing

  • JOHN G DESMOND (PRESIDENT)
  • JOHN CHARLES BREVIK (TREASURER)
  • BARRY BLOMQUIST (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the julia belle swain foundation is to restore and renovate the julia belle swain (preserving its historical authenticity) and to then use the steamboat for primarily charitable educational purposes. To support this mission, like any other museum, the foundation will engage in fund- raising activities through gifts, grants, partnerships, sponsorships and rental of the facility for special usages. The foundation's educational mission is to be realized in primarily two ways: (1) by accommodating the placement in, on and proximate to the boat both static and digital displays of educational materials related and relevant to the boat and its surrounding natural and cultural environments; and (2) by developing partnerships and programs to deliver, both on site and off, innovative educational presentations (in the subjects as hereinbefore described) for such audiences as, but not limited to, schools, service organizations and the general public.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 74
  • Sustainability: NotEnoughData
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 2nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: Limited
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: Limited
  • Revenue growth: -202.6% per year; rating input score 0; 0th percentile among comparable filings
  • Asset growth: -35.2% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 7 people listed
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2018 to 2019
  • Contacts: How to reach this organization
  • 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 — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.