Civic Intelligence

Swedish Womens Educational Association -

EIN 33-0040675 • 501(c)3 • Fallbrook, CA

Profile

Charitable organization supporting education through awards of scholarships within the meaning of Section 501(c)(3) of the Internal Revenue Code, and Section 23701d of the California Revenue and Taxation Code.

2489 Via La OrillaFallbrook, CA 92028

sandiego.swea.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

13th percentile

-61%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-53%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$66,078

Down $14,518 (-18%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$66,078

Down $14,518 (-18%) from 2017

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$16,426

Down $18,868 (-53%) from 2017

Expenses

Down

$26,489

Down $44,584 (-63%) from 2017

Net Income

Up

-$10,063

Up $25,716 (+72%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$150K$100K$50K$0Assets 2013: $131,796Liabilities 2013: $34Net Assets 2013: $131,7622013Assets 2014: $129,241Liabilities 2014: $121Net Assets 2014: $129,1202014Assets 2015: $117,680Liabilities 2015: $1Net Assets 2015: $117,6792015Assets 2016: $120,375Liabilities 2016: $4,000Net Assets 2016: $116,3752016Assets 2017: $80,596Net Assets 2017: $80,5962017Assets 2018: $66,078Net Assets 2018: $66,0782018

Highlighted filing

2018

Assets$66,078
Liabilities-
Net Assets$66,078
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2013: $21,996Expenses 2013: $19,122Net Income 2013: $2,8742013Revenue 2014: $23,000Expenses 2014: $25,075Net Income 2014: -$2,0752014Revenue 2015: $24,738Expenses 2015: $35,818Net Income 2015: -$11,0802015Revenue 2016: $36,007Expenses 2016: $37,754Net Income 2016: -$1,7472016Revenue 2017: $35,294Expenses 2017: $71,073Net Income 2017: -$35,7792017Revenue 2018: $16,426Expenses 2018: $26,489Net Income 2018: -$10,0632018

Highlighted filing

2018

Revenue$16,426
Expenses$26,489
Net Income-$10,063
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,078
Liabilities
-
Net assets
$66,078
Revenue
$16,426
Expenses
$26,489
Net income
-$10,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.16$0.26$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.35$0.71$0.36
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.04$1.16$0.36$0.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.25$0.36$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.23$0.25$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.22$0.19$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Gross Receipts
$22,151
Mission and Program Overview

Mission

Charitable organization supporting education through awards of scholarships within the meaning of Section 501(c)(3) of the Internal Revenue Code, and Section 23701d of the California Revenue and Taxation Code.

Program Services

DescriptionGrantsExpenses
To raise funds to be used for supporting education through awards of scholarships.$11,300$11,300
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marianne SvedlundPresidentPT$0--
Paula JarvisVice PresidentPT$0--
Ulla BrownSecretaryPT$0--
Gilda WaltersTreasurerPT$0--
Madeleine KershawMembershipPT$0--
Monica grdhProgramsPT$0--
Jenny JohnsonProgramsPT$0--
Susan TurneyProgramsPT$0--
Alexandra JonssonWebmasterPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
December Nights Bazaar$17,470$17,470$5,725$11,745
Total Events$17,470$17,470$5,725$11,745
Filing and Contact Details

Filer

Filer Name
Swedish Womens Educational Association -
EIN
33-0040675
Phone
7607171820
Address
2489 Via La Orilla, Fallbrook, CA 92028

Signing Officer

Name
Gilda Walters
Title
Treasurer
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Mira Mesa Tax Services
Address
8135 AUBERGE CIRCLE, SAN DIEGO, CA 92127
Preparer
Mathieu Jonkers
Phone
8583484746
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $1093”

Other Expenses.1012

“Insurance $708”

Other Expenses.1

“Christmas Fair 2017 $7938”

Other Expenses.2

“Administrative $2550”

Other Expenses.3

“Membership Services $2014”

Other Expenses.4

“Annual Meeting $446”

Other Expenses.5

“Outreach $90”

Other Expenses.6

“Bank fees $50”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $4455 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix210 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04455
IRS990EZ/OtherChangesInNetAssetsAmt0-4455
IRS990EZ/OtherExpensesTotalAmt014889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt01141
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0198467
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05725
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0December Nights Bazaar
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017470
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $1093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Christmas Fair 2017 $7938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Administrative $2550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Services $2014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Annual Meeting $446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Outreach $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank fees $50
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gilda Walters
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swedish Womens Educational Association -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0San Diego
ReturnHeader/Filer/BusinessNameControlTxt0SWED
ReturnHeader/Filer/EIN0330040675
ReturnHeader/Filer/PhoneNum07607171820
ReturnHeader/Filer/USAddress/AddressLine1Txt02489 Via La Orilla
ReturnHeader/Filer/USAddress/CityNm0Fallbrook
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIRA MESA TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08135 AUBERGE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092127
ReturnHeader/PreparerPersonGrp/PhoneNum08583484746
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mathieu Jonkers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-25T22:38:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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