Civic Intelligence

Swallow Educational Foundation Inc

990EZ • Fiscal year 2014 • EIN 26-3578788

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 27, 2015

Organization ProfileWWW.SWALLOWSCHOOL.ORG/PT102
N299n5614 Hwy EHartland, WI 53029

(262) 367-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

26th percentile

-7.4%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-23%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$48,624

Down $2,612 (-5.1%) from 2013

Net Assets

Down

$48,624

Down $2,612 (-5.1%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Down

$35,519

Down $10,794 (-23%) from 2013

Expenses

Down

$38,131

Down $8,827 (-19%) from 2013

Net Income

Down

-$2,612

Down $1,967 (-305%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2013: $51,236Net Assets 2013: $51,2362013Assets 2014: $48,624Net Assets 2014: $48,6242014Assets 2015: $57,379Net Assets 2015: $57,3792015Assets 2016: $53,417Net Assets 2016: $53,4172016Assets 2017: $64,453Net Assets 2017: $64,4532017Assets 2021: $67,828Liabilities 2021: $0Net Assets 2021: $67,8282021Assets 2022: $72,929Liabilities 2022: $0Net Assets 2022: $72,9292022Assets 2024: $75,748Liabilities 2024: $2,758Net Assets 2024: $72,9902024

Highlighted filing

2014

Assets$48,624
Liabilities-
Net Assets$48,624
Open 2014 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $46,313Expenses 2013: $46,958Net Income 2013: -$6452013Revenue 2014: $35,519Expenses 2014: $38,131Net Income 2014: -$2,6122014Revenue 2015: $66,892Expenses 2015: $58,137Net Income 2015: $8,7552015Revenue 2016: $46,461Expenses 2016: $50,423Net Income 2016: -$3,9622016Revenue 2017: $96,635Expenses 2017: $85,599Net Income 2017: $11,0362017Revenue 2021: $55,822Expenses 2021: $27,225Net Income 2021: $28,5972021Revenue 2022: $133,486Expenses 2022: $128,386Net Income 2022: $5,1002022Revenue 2024: $61,527Expenses 2024: $86,521Net Income 2024: -$24,9942024

Highlighted filing

2014

Revenue$35,519
Expenses$38,131
Net Income-$2,612
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 27, 2015
Return Version
2014v5.0
Gross Receipts
$35,519
Mission and Program Overview

Mission

The swallow school district, with families and community, will inspire every child to achieve maximum potential for future success as a self-directed, problem solving, responsible, life-long learner.

Program Services

DescriptionGrantsExpenses
GENERAL STUDENT PROGRAMS - EDUCATIONAL PROGRAMS BENEFITING ALL OF THE APPROXIMATELY 600 SWALLOW PUBLIC SCHOOL DISTRICT STUDENTS$32,628-
SWALLOW PUBLIC SCHOOL DISTRICT - INNOVATION GRANTS-$5,503
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODI PATTERSONTreasurerPT$0--
SHELBY KINGPresident & CEOPT$0--
LAURA JOHNSONDirectorPT$0--
SHANNON BAKALARSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Swallow Educational Foundationinc
EIN
26-3578788
Phone
2623672000
Address
N299N5614 HWY E, HARTLAND, WI 53029

Signing Officer

Name
Jodi Patterson
Title
President
Signed
2015-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Strategic Alliance CPA LLC
Address
PO Box 430, Germantown, WI 53022
Preparer
Karl E Ayer Cmacpa
Phone
2622420571
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $166”

Other Expenses.1012

“Insurance $851”

Other Expenses.1

“SCHOOL PROGRAMS $16921”

Other Expenses.2

“Basketball uniforms $6135”

Other Expenses.3

“INNOVATION GRANTS $5503”

Other Expenses.4

“Classroom funding/gifts/conf $4126”

Other Expenses.5

“Hands on history day $1517”

Other Expenses.6

“WELCOME BACK NIGHT $833”

Other Expenses.7

“STAFF MEALS $607”

Other Expenses.8

“YEAR END PICNIC $468”

Other Expenses.9

“Student class funds-graduation $213”

Other Expenses.11

“VOLUNTEER BREAKFAST $53”

Raw XML Appendix184 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02623618229
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051236
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048624
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048624
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JODI PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELBY KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON BAKALARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037393
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SWALLOW SCHOOL DISTRICT, WITH FAMILIES AND COMMUNITY, WILL INSPIRE EVERY CHILD TO ACHIEVE MAXIMUM POTENTIAL FOR FUTURE SUCCESS AS A SELF-DIRECTED, PROBLEM SOLVING, RESPONSIBLE, LIFE-LONG LEARNER.
IRS990EZ/PrintingPublicationsPostageAmt088
IRS990EZ/ProgramServiceRevenueAmt032457
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GENERAL STUDENT PROGRAMS - EDUCATIONAL PROGRAMS BENEFITING ALL OF THE APPROXIMATELY 600 SWALLOW PUBLIC SCHOOL DISTRICT STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SWALLOW PUBLIC SCHOOL DISTRICT - INNOVATION GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032628
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05503
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038131
IRS990EZ/TotalProgramServiceExpensesAmt032628
IRS990EZ/TotalRevenueAmt035519
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SWALLOWSCHOOL.ORG/PT102
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0483
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016618
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0237442
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0254060
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079672
IRS990ScheduleA/Total509Grp/TotalAmt0254060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079704
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL PROGRAMS $16921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BASKETBALL UNIFORMS $6135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INNOVATION GRANTS $5503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLASSROOM FUNDING/GIFTS/CONF $4126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HANDS ON HISTORY DAY $1517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WELCOME BACK NIGHT $833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STAFF MEALS $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9YEAR END PICNIC $468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STUDENT CLASS FUNDS-GRADUATION $213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11VOLUNTEER BREAKFAST $53
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODI PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWALLOW EDUCATIONAL FOUNDATIONINC
ReturnHeader/Filer/BusinessNameControlTxt0SWAL
ReturnHeader/Filer/EIN0263578788
ReturnHeader/Filer/PhoneNum02623672000
ReturnHeader/Filer/USAddress/AddressLine1Txt0N299N5614 HWY E
ReturnHeader/Filer/USAddress/CityNm0HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Strategic Alliance CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Germantown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053022
ReturnHeader/PreparerPersonGrp/PhoneNum02622420571
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL E AYER CMACPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-27T09:16:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,624
Liabilities
-
Net assets
$48,624
Revenue
$35,519
Expenses
$38,131
Net income
-$2,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.03$0.73$0.62$0.87$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$1.33$1.28$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.56$0.27$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.97$0.86$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.53$0.46$0.50$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.67$0.58$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.36$0.38$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.46$0.47$0.01