Civic Intelligence

The Social Work Health Leadership

EIN 20-3102354 • 501(c)3 • Cherry Hill, NJ

Profile

Annual meeting to promote educational programs in the field of social work

100 Springdale Rd Ste ACherry Hill, NJ 08003

www.sswlhc.org/HTML/SWHLF.PHP

Siviq Scores

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

Liabilities / Assets

95th percentile

0.36x

Higher debt load relative to assets than 95% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

2.49x

Higher debt load relative to revenue than 98% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

65%

Higher net margin than 83% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

32%

Faster revenue growth than 70% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$111,596

Up $10,595 (+10%) from 2021

Liabilities

Up

$39,774

Up $283 (+0.7%) from 2021

Net Assets

Up

$71,822

Up $10,312 (+17%) from 2021

Operations
Liabilities / Revenue98th percentileNet Margin83rd percentile

Revenue

Up

$15,955

Up $3,841 (+32%) from 2021

Expenses

Down

$5,643

Down $25,699 (-82%) from 2021

Net Income

Up

$10,312

Up $29,540 (+154%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2010: $51,058Liabilities 2010: $02010Assets 2013: $65,912Liabilities 2013: $0Net Assets 2013: $65,9122013Assets 2014: $78,169Liabilities 2014: $405Net Assets 2014: $77,7642014Assets 2015: $79,515Liabilities 2015: $1,3052015Assets 2016: $113,616Liabilities 2016: $3,2842016Assets 2017: $69,308Liabilities 2017: $744Net Assets 2017: $68,5642017Assets 2018: $84,858Liabilities 2018: $1,689Net Assets 2018: $83,1692018Assets 2019: $105,832Liabilities 2019: $275Net Assets 2019: $105,5572019Assets 2020: $122,934Liabilities 2020: $42,196Net Assets 2020: $80,7382020Assets 2021: $101,001Liabilities 2021: $39,491Net Assets 2021: $61,5102021Assets 2022: $111,596Liabilities 2022: $39,774Net Assets 2022: $71,8222022

Highlighted filing

2022

Assets$111,596
Liabilities$39,774
Net Assets$71,822
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2010: $1,832Expenses 2010: $2,371Net Income 2010: -$5392010Revenue 2013: $28,997Expenses 2013: $9,646Net Income 2013: $19,3512013Revenue 2014: $25,245Expenses 2014: $13,393Net Income 2014: $11,8522014Revenue 2015: $3,734Expenses 2015: $3,288Net Income 2015: $4462015Revenue 2016: $42,863Expenses 2016: $10,741Net Income 2016: $32,1222016Revenue 2017: $15,615Expenses 2017: $57,383Net Income 2017: -$41,7682017Revenue 2018: $33,717Expenses 2018: $19,112Net Income 2018: $14,6052018Revenue 2019: $50,268Expenses 2019: $27,880Net Income 2019: $22,3882019Revenue 2020: $28,721Expenses 2020: $54,631Net Income 2020: -$25,9102020Revenue 2021: $12,114Expenses 2021: $31,342Net Income 2021: -$19,2282021Revenue 2022: $15,955Expenses 2022: $5,643Net Income 2022: $10,3122022

Highlighted filing

2022

Revenue$15,955
Expenses$5,643
Net Income$10,312
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,596
Liabilities
$39,774
Net assets
$71,822
Revenue
$15,955
Expenses
$5,643
Net income
$10,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.40$0.72$0.16$0.06$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.39$0.62$0.12$0.31$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.42$0.81$0.29$0.55$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.50$0.28$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.02$0.83$0.34$0.19$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.69$0.16$0.57$0.42
2016Summary only. Only limited summary data is available for this year.$1.14$0.03$0.43$0.11$0.32
2015Summary only. Only limited summary data is available for this year.$0.80$0.01$0.04$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.25$0.13$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.29$0.10$0.19
2010Summary only. Only limited summary data is available for this year.$0.51$0.00$0.02$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$15,955
Mission and Program Overview

Mission

Annual meeting to promote educational programs in the field of social work

Program Services

DescriptionGrantsExpenses
ANNUAL MEETING TO PROMOTE EDUCATIONAL PROGRAMS IN THE FIELD OF SOCIAL WORK LEADERSHIP IN HEALTH CARE IN ORDER TO SUPPORT THE SOCIETY FOR SOCIAL WORK LEADERSHIP IN HEALTH CARE-$5,643
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWNA KATESCo Exec Direct-$0--
SCOTT FERGUSONCo Exec Direct-$0--
SUSAN GUTHPresident-$0--
KAREN NELSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Social Work Health Leadership
EIN
20-3102354
Phone
6102562364
Address
100 SPRINGDALE RD STE A, CHERRY HILL, NJ 08003

Signing Officer

Name
Karen Nelson
Title
Treasurer
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Plattenburg & Associates Inc
Address
8230 Montgomery Rd Suite 150, Cincinnati, OH 45236
Preparer
James J Herbers
Phone
5138912722
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $929”

Other Expenses.1

“MISCELLANEOUS $1592”

Other Expenses.2

“BANK CHARGES $23”

Other Assets.1005

“Accounts Receivable - Beginning $1255 Accounts Receivable - Ending $5016”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $929 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $-283 Accounts Payable and Accrued Expenses - Ending $0”

Total Liabilities.1

“PERLMAN SIMON FUND - Beginning $39774 PERLMAN SIMON FUND - Ending $39774”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0PLATTENBURG ASSOCIATES INC
IRS990EZ/BooksInCareOfDetail/PhoneNum05138912722
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08230 MONTGOMERY ROAD STE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045236
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt098817
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015955
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010312
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03099
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101001
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111596
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt015955
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061510
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071822
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061510
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071822
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWNA KATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN GUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO EXEC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO EXEC DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02184
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05016
IRS990EZ/OtherExpensesTotalAmt02544
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ANNUAL MEETING TO PROMOTE EDUCATIONAL PROGRAMS IN THE FIELD OF SOCIAL WORK
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL MEETING TO PROMOTE EDUCATIONAL PROGRAMS IN THE FIELD OF SOCIAL WORK LEADERSHIP IN HEALTH CARE IN ORDER TO SUPPORT THE SOCIETY FOR SOCIAL WORK LEADERSHIP IN HEALTH CARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05643
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt039491
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt039774
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05643
IRS990EZ/TotalProgramServiceExpensesAmt05643
IRS990EZ/TotalRevenueAmt015955
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://sswlhc.org/foundation/swhlf/
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0233100897
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOCIETY FOR SOCIAL WORK LEADERSHIP
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS $1592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $1255 Accounts Receivable - Ending $5016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Expenses and Deferred Charges - Beginning $929 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $-283 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PERLMAN SIMON FUND - Beginning $39774 PERLMAN SIMON FUND - Ending $39774
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIAL WORK HEALTH LEADERSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0203102354
ReturnHeader/Filer/PhoneNum06102562364
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 SPRINGDALE RD STE A
ReturnHeader/Filer/USAddress/CityNm0CHERRY HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311395136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Plattenburg & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08230 Montgomery Rd Suite 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045236
ReturnHeader/PreparerPersonGrp/PhoneNum05138912722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J HERBERS
ReturnHeader/ReturnTs02022-11-15T06:04:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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