Civic Intelligence

Southwest Area Neighborhood Association

EIN 16-1207512 • 501(c)3 • Rochester, NY

Profile

SWAN is a neighborhood association that is dedicated to improving the quality of life for the residents and families in the Southwest community.

10 Cady StreetRochester, NY 14608

www.swanonline.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.27x

Higher debt load relative to assets than 83% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$53,654

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

NTEE P • <$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-33%

Faster asset growth than 21% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-32%

Faster revenue growth than 23% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$227,695

Down $113,252 (-33%) from 2023

Liabilities

Up

$61,673

Up $6,655 (+12%) from 2023

Net Assets

Down

$166,022

Down $119,907 (-42%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin11th percentile

Revenue

Down

$359,883

Down $172,970 (-32%) from 2023

Expenses

Down

$502,821

Down $98,001 (-16%) from 2023

Net Income

Down

-$142,938

Down $74,969 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $414,987Liabilities 2010: $200,546Net Assets 2010: $214,4412010Assets 2011: $821,303Liabilities 2011: $184,775Net Assets 2011: $636,5282011Assets 2012: $913,130Liabilities 2012: $173,817Net Assets 2012: $739,3132012Assets 2013: $712,483Liabilities 2013: $249,920Net Assets 2013: $462,5632013Assets 2014: $708,764Liabilities 2014: $224,071Net Assets 2014: $484,6932014Assets 2015: $699,091Liabilities 2015: $256,970Net Assets 2015: $442,1212015Assets 2016: $357,983Liabilities 2016: $93,821Net Assets 2016: $264,1622016Assets 2017: $151,063Liabilities 2017: $103,433Net Assets 2017: $47,6302017Assets 2018: $169,295Liabilities 2018: $149,404Net Assets 2018: $19,8912018Assets 2019: $431,368Liabilities 2019: $226,231Net Assets 2019: $205,1372019Assets 2020: $400,455Liabilities 2020: $165,415Net Assets 2020: $235,0402020Assets 2021: $392,519Liabilities 2021: $185,829Net Assets 2021: $206,6902021Assets 2022: $478,887Liabilities 2022: $124,989Net Assets 2022: $353,8982022Assets 2023: $340,947Liabilities 2023: $55,018Net Assets 2023: $285,9292023Assets 2024: $227,695Liabilities 2024: $61,673Net Assets 2024: $166,0222024

Highlighted filing

2024

Assets$227,695
Liabilities$61,673
Net Assets$166,022
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $940,8902010Expenses 2011: $887,1152011Expenses 2012: $813,6872012Revenue 2013: $526,921Expenses 2013: $678,671Net Income 2013: -$151,7502013Revenue 2014: $595,014Expenses 2014: $572,884Net Income 2014: $22,1302014Revenue 2015: $691,530Expenses 2015: $733,787Net Income 2015: -$42,2572015Revenue 2016: $537,031Expenses 2016: $716,118Net Income 2016: -$179,0872016Revenue 2017: $295,214Expenses 2017: $513,441Net Income 2017: -$218,2272017Revenue 2018: $401,125Expenses 2018: $429,807Net Income 2018: -$28,6822018Revenue 2019: $497,652Expenses 2019: $312,491Net Income 2019: $185,1612019Revenue 2020: $281,399Expenses 2020: $251,954Net Income 2020: $29,4452020Revenue 2021: $307,391Expenses 2021: $313,823Net Income 2021: -$6,4322021Revenue 2022: $979,430Expenses 2022: $832,222Net Income 2022: $147,2082022Revenue 2023: $532,853Expenses 2023: $600,822Net Income 2023: -$67,9692023Revenue 2024: $359,883Expenses 2024: $502,821Net Income 2024: -$142,9382024

Highlighted filing

2024

Revenue$359,883
Expenses$502,821
Net Income-$142,938
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$227,695
Liabilities
$61,673
Net assets
$166,022
Revenue
$359,883
Expenses
$502,821
Net income
-$142,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.62$1.66$3.60$5.03$1.43
2023Summary only. Only limited summary data is available for this year.$3.41$0.55$2.86$5.33$6.01$0.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$1.25$3.54$9.79$8.32$1.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$1.86$2.07$3.07$3.14$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$1.65$2.35$2.81$2.52$0.29
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$2.26$2.05$4.98$3.12$1.85
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.49$0.20$4.01$4.30$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$1.03$0.48$2.95$5.13$2.18
2016Detailed filing. Detailed filing data is available for this year.$3.58$0.94$2.64$5.37$7.16$1.79
2015Summary only. Only limited summary data is available for this year.$6.99$2.57$4.42$6.92$7.34$0.42
2014Detailed filing. Detailed filing data is available for this year.$7.09$2.24$4.85$5.95$5.73$0.22
2013Summary only. Only limited summary data is available for this year.$7.12$2.50$4.63$5.27$6.79$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.13$1.74$7.39$8.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$1.85$6.37$8.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$2.01$2.14$9.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Sep 22, 2025
Return Version
2023v6.0
Gross Receipts
$359,883
Mission and Program Overview

Mission

SWAN is a neighborhood association that is dedicated to improving the quality of life for the residents and families in the SouthWest community.

To improve the quality of life for residents and families in SouthWest Rochester.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$189,567$177,150▼ $12,417
Pledges and Grants Receivable$79,586$21,014▼ $58,572
Investments Other Securities$17,777$17,777→ $0
Cash and Non-Interest-Bearing Accounts$51,285$8,988▼ $42,297
Loans From Officers Directors-$2,500-
Prepaid Expenses and Deferred Charges$122$122→ $0
Savings and Temporary Cash Investments$85$119▲ $34
Total Assets$340,947$227,695▼ $113,252
Other Assets Total$2,525$2,525→ $0
Liabilities
Other Liabilities$34,071$34,473▲ $402
Accounts Payable and Accrued Expenses$20,947$24,700▲ $3,753
Total Liabilities$55,018$61,673▲ $6,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$199,276$143,302▼ $55,974
Net Assets With Donor Restrictions$86,653$22,720▼ $63,933
Total Net Assets Fund Balance$285,929$166,022▼ $119,907
Total Liabilities and Net Assets / Fund Balance$340,947$227,695▼ $113,252

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$144,634$524,605-
Land$27,283--
Equipment$5,233$188,984-
Other Securities$17,777--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$4,250---$4,250
2022$4,250---$4,250
2021$4,250---$4,250
2020$4,250---$4,250
2019$4,250---$4,250
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia JacksonExecutive DirectorFT$53,654$53,654

Board Members and Trustees

NameTitle
Woodrow HammondPresident
Carol KendrickInterim Vice President
Brendan Francis Started 2024Member
Pastor Gail Berkes Started 2023Member
Paul Flagg Started 2023Member
Randolph Geeter Started 2023Member
Sister Marsha AllenMember
Revenue and Support

Revenue Composition

Contributions and Grants
$334,602
Program Service Revenue
$4,521
Investment Income
$60
Other Revenue
$20,700
All Other Contributions
$1,532
Change in Net Assets
$-142,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$294,616
Other Expenses$168,118
Grants and Similar Amounts Paid$40,087
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$193,473$10,553-$204,026
Current Officers, Directors, Trustees, and Key Employees$49,846$5,538-$55,384
Grants to Domestic Individuals$40,087--$40,087
Fees for Services Other$12,030$15,766-$27,796
Payroll Taxes$22,130$1,803-$23,933
Fees for Services Accounting-$17,161-$17,161
Depreciation Depletion-$12,417-$12,417
Other Expenses$11,744$455-$12,199
Fees for Services Legal-$12,022-$12,022
Occupancy$11,284$707-$11,991
Office Expenses$1,858$9,559-$11,417
Other Employee Benefits$657$10,616-$11,273
Insurance$519$10,474-$10,993
Conferences and Meetings$8,831--$8,831
All Other Expenses$2,118$4,438-$6,556
Information Technology$906$3,125-$4,031
Interest-$3,235-$3,235
Advertising-$44-$44
Travel-$25-$25
Total Functional Expenses$384,883$117,938$0$502,821
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$2,500-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$34,473
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“SWAN has a one class of general members.”

Form 990, Part VI, Section A, line 7A

“Members may elect the Board of Directors.”

Form 990, Part VI, Section A, line 7B

“The bylaws of the Association may be adopted, altered, amended or repealed by a majority vote of the members of the Association.”

Form 990, Part VI, Section A, line 8B

“There are no other committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“A draft copy is reviewed by board members before it is filed.”

Form 990, Part VI, Section B, line 12C

“SWAN reviews the vendors used to ensure that there are no direct or indirect interests that could be perceived as a conflict of interest for the organization. If an appearance of a conflict of interest arises, it is first discussed with the Executive Director, Finance Manager, and Board President. If a conflict is determined to exist, SWAN will not proceed.”

Form 990, Part VI, Section B, line 15

“The Board reviews compensation annually of the Executive Director. There are no other key employees.”

Form 990, Part VI, Section C, line 19

“All volunteers receive a copy of our personnel policy manual, including a conflict of interest policy and governing policies at orientation. All funding providers and banks receive a copy of SWAN's financial statements.”

Filing and Contact Details

Filer

Filer Name
Southwest Area Neighborhood Association
EIN
16-1207512
Phone
5854363090
Address
10 Cady Street, ROCHESTER, NY 14608

Signing Officer

Name
Patricia Jackson
Title
Executive Director
Phone
5854363090
Signed
2025-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Jackson
Formed
1981
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
15
Volunteers
21

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Jeanne Beutner
Phone
5852322956
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“Neighborhood Collaborative Project: The Neighborhood collaborative Project is an effort to collaborate across neighborhood community centers and service providers to strengthen the community from within. The Collaborative coordinates services and resources to improve individuals and families livelihoods and, in time, improve neighborhood conditions. This was discontinued in April 2024.”

Form 990, Part XI, line 9:

“Prior Period Adjustment to the 990 23,031.”

Financial Statement Notes

Part V, Line 4:

“The related assets are held in a perpetual trust. Income earned on these funds is unrestricted and used for general support of the Organization's exempt purpose.”

Raw XML AppendixShowing 400 of 490 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020947
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024700
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To improve the quality of life for residents and families in SouthWest Rochester.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt044
IRS990/AdvertisingGrp/TotalAmt044
IRS990/AllOtherContributionsAmt01532
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04438
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02118
IRS990/AllOtherExpensesGrp/TotalAmt06556
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum05854363090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 Cady Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014608
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IRS990/CashNonInterestBearingGrp/EOYAmt08988
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt055384
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08831
IRS990/ConferencesMeetingsGrp/TotalAmt08831
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0334602
IRS990/CYGrantsAndSimilarPaidAmt040087
IRS990/CYInvestmentIncomeAmt060
IRS990/CYOtherExpensesAmt0168118
IRS990/CYOtherRevenueAmt020700
IRS990/CYProgramServiceRevenueAmt04521
IRS990/CYRevenuesLessExpensesAmt0-142938
IRS990/CYSalariesCompEmpBnftPaidAmt0294616
IRS990/CYTotalExpensesAmt0502821
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0359883
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/TotalAmt012417
IRS990/Desc0Nutrition Program: SWAN provides seniors who reside in zip codes 14608, 11 and 19 with services and programs designed to keep them healthy and active. They receive a nutritious meal every day along with activities, exercise classes, line dancing, BINGO games and field trips. The program is funded through Monroe County's Office for the Aging.This program is supported with $56,209 in government grant contributions found on the form 990, Page 9, Part VIII line 1(h).
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IRS990/DonorRstrOrQuasiEndowmentsInd01
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IRS990/EmployeeCnt015
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015766
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt012030
IRS990/FeesForServicesOtherGrp/TotalAmt027796
IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/PersonNm0Brendan Francis Started 2024
IRS990/Form990PartVIISectionAGrp/PersonNm1Randolph Geeter Started 2023
IRS990/Form990PartVIISectionAGrp/PersonNm2Pastor Gail Berkes Started 2023
IRS990/Form990PartVIISectionAGrp/PersonNm3Woodrow Hammond
IRS990/Form990PartVIISectionAGrp/PersonNm4Carol Kendrick
IRS990/Form990PartVIISectionAGrp/PersonNm5Paul Flagg Started 2023
IRS990/Form990PartVIISectionAGrp/PersonNm6Sister Marsha Allen
IRS990/Form990PartVIISectionAGrp/PersonNm7Patricia Jackson
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Interim Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Director
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IRS990/InvestmentInJointVentureInd00
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IRS990/LandBldgEquipCostOrOtherBssAmt0890739
IRS990/LegalDomicileStateCd0NY
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt02500
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SWAN is a neighborhood association that is dedicated to improving the quality of life for the residents and families in the SouthWest community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0285929
IRS990/NetAssetsOrFundBalancesEOYAmt0166022
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt020700
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt020700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0199276
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0143302
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0707
IRS990/OccupancyGrp/ProgramServicesAmt011284
IRS990/OccupancyGrp/TotalAmt011991
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09559
IRS990/OfficeExpensesGrp/ProgramServicesAmt01858
IRS990/OfficeExpensesGrp/TotalAmt011417
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02525
IRS990/OtherAssetsTotalGrp/EOYAmt02525
IRS990/OtherChangesInNetAssetsAmt023031
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010616
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0657
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011273
IRS990/OtherExpensesGrp/Desc0Workforce Development
IRS990/OtherExpensesGrp/Desc1Program Supplies
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0455
IRS990/OtherExpensesGrp/ProgramServicesAmt029400
IRS990/OtherExpensesGrp/ProgramServicesAmt111744
IRS990/OtherExpensesGrp/TotalAmt029400
IRS990/OtherExpensesGrp/TotalAmt112199
IRS990/OtherLiabilitiesGrp/BOYAmt034071
IRS990/OtherLiabilitiesGrp/EOYAmt034473
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010553
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0193473
IRS990/OtherSalariesAndWagesGrp/TotalAmt0204026
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01803
IRS990/PayrollTaxesGrp/ProgramServicesAmt022130
IRS990/PayrollTaxesGrp/TotalAmt023933
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt079586
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021014
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0122
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0122
IRS990/PrincipalOfficerNm0Patricia Jackson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Nutrition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04521
IRS990/ProgSrvcAccomActy2Grp/Desc0Family Emergency Program. Under this program SWAN provides emergency assistance for residents residing in zip codes 14608, 11 and 19 with rental, utility and food assistance. They also can get bus passes and referrals for other services. SWAN provides case management to them as well.This program is supported with $59,251 in contributions from United Way found on the form 990, Page 9, Part VIII line 1(a).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt077284
IRS990/ProgSrvcAccomActy2Grp/GrantAmt040087
IRS990/ProgSrvcAccomActy3Grp/Desc0NYS Preservation Program. Under this program we provide assistance to low-income homeowners with minor repairs to their homes in zip codes 14608, 11 and 19. We assist with the Jefferson Avenue and Genesee Street Business Associations in the planning of their activities and clean-ups. We work with community churches and block clubs on community events. We partner with the City of Rochester and the Neighborhood Service Center on Public Safety initiatives such as National Night Out.This program is supported with $141,082 in government grant and ESL grant contributions found on the form 990, Page 9, Part VIII line 1(h).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt090763
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS: The Settlement House Program provides additional support and services to our seniors, youth and families in the SouthWest Community. The Eviction Prevention Rental Assistance Program is administered by the County of Monroe and the City of Rochester. SWAN was awarded this grant to interview individuals, determine eligibility and administer rental arrears to property owners to maintain housing for Monroe County/City of Rochester residents facing eviction due to circumstances related to COVID.Emergency Services - Services provided include: food and clothing referrals, bus transportation, utility, rental and mortgage assistance, employment and job readiness referrals, food vouchers, summer lunch programs, holiday assistance, food, toys, and clothing, and holiday dinners. The goal is to increase the ability of low income households in the Greater Rochester Area to meet their basic family needs and increase financial stability.These programs are supported with $56,229 in government grant contributions found on 990, Page 9, Part VIII line 1(h).
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0159570
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt020700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0456108
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt098149
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0201572
IRS990/PYOtherRevenueAmt069048
IRS990/PYProgramServiceRevenueAmt07697
IRS990/PYRevenuesLessExpensesAmt0-67969
IRS990/PYSalariesCompEmpBnftPaidAmt0301101
IRS990/PYTotalExpensesAmt0600822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0532853
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-142938
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt020700
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04521
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Program Revenue
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0334602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0456108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0939972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0278463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0262231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02271376
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013704
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt095922
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt027185
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt044741
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt014011
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03064
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0893
IRS990ScheduleA/OtherIncome170Grp/TotalAmt062709
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90740
IRS990ScheduleA/PublicSupportPY170Pct00.86460
IRS990ScheduleA/PublicSupportTotal170Amt02204976
IRS990ScheduleA/SubstantialContributorsTotAmt066400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0334602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0456108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0939972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0278463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0262231
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02271376
IRS990ScheduleA/TotalSupportAmt02430007
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0144634
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0524605
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0669239
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04250
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05233
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0188984
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0194217
IRS990ScheduleD/LandGrp/BookValueAmt027283
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt027283
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034473
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Line of Credit
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017777
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Perpetual Trust
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The related assets are held in a perpetual trust. Income earned on these funds is unrestricted and used for general support of the Organization's exempt purpose.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0177150
IRS990ScheduleD/TotalBookValueSecuritiesAmt017777
IRS990ScheduleD/TotalLiabilityAmt034473
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Emergency Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt040087
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Rent assistance, clothing, furniture, repairs, etc.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0595
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cost
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Individuals who recieve grants are residents within the geographical area served. They must provide the Organization with proof of income, proof of household makeup, picture ID, and letter/notification/eviction notice/shut-off notice, etc. from utility service provider or landlord stating individual's name, account number, amount past due or needed to prevent service shut-off or eviction, as the case may be. For non-cash items, they must provide lease, statement or note from landlord stating apartment was unfurnished or proof that current appliance cannot be repaired. Individuals from outside the geographical area served are accepted if they are referred directly from another agency.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Cash Flow
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt02500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Woodrow Hammond
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Board President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt02500
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Neighborhood Collaborative Project: The Neighborhood collaborative Project is an effort to collaborate across neighborhood community centers and service providers to strengthen the community from within. The Collaborative coordinates services and resources to improve individuals and families livelihoods and, in time, improve neighborhood conditions. This was discontinued in April 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SWAN has a one class of general members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members may elect the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The bylaws of the Association may be adopted, altered, amended or repealed by a majority vote of the members of the Association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4There are no other committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A draft copy is reviewed by board members before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SWAN reviews the vendors used to ensure that there are no direct or indirect interests that could be perceived as a conflict of interest for the organization. If an appearance of a conflict of interest arises, it is first discussed with the Executive Director, Finance Manager, and Board President. If a conflict is determined to exist, SWAN will not proceed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The Board reviews compensation annually of the Executive Director. There are no other key employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8All volunteers receive a copy of our personnel policy manual, including a conflict of interest policy and governing policies at orientation. All funding providers and banks receive a copy of SWAN's financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prior Period Adjustment to the 990 23,031.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, line 8b

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