Civic Intelligence

Swallow Educational Foundation Inc

990EZ • Fiscal year 2017 • EIN 26-3578788

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$64,453

Up $11,036 (+21%) from 2016

Net Assets

Up

$64,453

Up $11,036 (+21%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$96,635

Up $50,174 (+108%) from 2016

Expenses

Up

$85,599

Up $35,176 (+70%) from 2016

Net Income

Up

$11,036

Up $14,998 (+379%) from 2016

Historical Trend

Balance Sheet Trend

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 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

2017

Assets$64,453
Liabilities-
Net Assets$64,453

Operations Trend

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 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

2017

Revenue$96,635
Expenses$85,599
Net Income$11,036
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$130,848
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$70,000-
SWALLOW PUBLIC SCHOOL DISTRICT - INNOVATION GRANTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE WOLDTreasurerPT$0--
ANGELA CLARKVice PresidentPT$0--
SHANNON BAKALARSPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boots and Bling$61,865$61,865$9,678$52,187
5k Run Event$22,316$22,316$2,341$19,975
Total Events$102,429$102,429$26,497$75,932
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
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Strategic Alliance CPA LLC
Address
W156N11347 PILGRIM RD, Germantown, WI 53022
Preparer
Karl E Ayer Cmacpa
Phone
2622420571
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $692

Other Expenses.1012

Insurance $1139

Other Expenses.1

PHASE II OF LRP $65000

Other Expenses.2

SCHOOL STAFF $5492

Other Expenses.3

PHASE III OF LRP $5000

Other Expenses.4

Mother / son escape chamber $2000

Other Expenses.5

8th grade graduation $800

Other Expenses.6

DIRECTORY $665

Other Expenses.7

Mother/son lazer tag $630

Other Expenses.8

PETTY CASH $300

Other Expenses.9

WELCOME BACK LUNCH $236

Other Expenses.10

SCHOOL PROGRAMS $80

Other Expenses.11

OTHER COSTS $10

Other Expenses.12

ADJUSTMENT $-670

Raw XML Appendix200 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1139
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MOTHER / SON ESCAPE CHAMBER $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt68TH GRADE GRADUATION $800
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODI PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
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/PreparerFirmEIN0391876984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Strategic Alliance CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0W156N11347 PILGRIM RD
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/ReturnTs02018-05-01T18:29:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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