Civic Intelligence

Swedish Women'S Educational Association Oc Chapter

EIN 33-0040676 • 501(c)3 • Laguna Hills, CA

Profile

Promotion and Advancement of Swedish Heritage

25751 Bucklestone DrLaguna Hills, CA 92653

orangecounty.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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

-11%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$193,415

Down $767 (-0.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$193,415

Down $767 (-0.4%) from 2024

Revenue

Down

$54,978

Down $6,451 (-11%) from 2024

Expenses

Up

$61,782

Up $7,685 (+14%) from 2024

Net Income

Down

-$6,804

Down $14,136 (-193%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $175,879Liabilities 2014: $400Net Assets 2014: $175,4792014Assets 2015: $172,626Liabilities 2015: $0Net Assets 2015: $172,6262015Assets 2016: $175,368Liabilities 2016: $0Net Assets 2016: $175,3682016Assets 2017: $190,704Liabilities 2017: $0Net Assets 2017: $190,7042017Assets 2018: $182,950Liabilities 2018: $0Net Assets 2018: $182,9502018Assets 2019: $204,650Liabilities 2019: $0Net Assets 2019: $204,6502019Assets 2020: $213,827Liabilities 2020: $55Net Assets 2020: $213,7722020Assets 2021: $229,703Liabilities 2021: $200Net Assets 2021: $229,5032021Assets 2022: $173,571Liabilities 2022: $130Net Assets 2022: $173,4412022Assets 2023: $182,339Net Assets 2023: $182,3392023Assets 2024: $194,182Net Assets 2024: $194,1822024Assets 2025: $193,415Net Assets 2025: $193,4152025

Highlighted filing

2025

Assets$193,415
Liabilities-
Net Assets$193,415

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $33,059Expenses 2014: $23,372Net Income 2014: $9,6872014Revenue 2015: $27,296Expenses 2015: $24,526Net Income 2015: $2,7702015Revenue 2016: $22,527Expenses 2016: $23,959Net Income 2016: -$1,4322016Revenue 2017: $28,110Expenses 2017: $22,229Net Income 2017: $5,8812017Revenue 2018: $33,149Expenses 2018: $23,166Net Income 2018: $9,9832018Revenue 2019: $38,836Expenses 2019: $25,826Net Income 2019: $13,0102019Revenue 2020: $24,258Expenses 2020: $23,847Net Income 2020: $4112020Revenue 2021: $37,632Expenses 2021: $23,931Net Income 2021: $13,7012021Revenue 2022: $57,725Expenses 2022: $76,408Net Income 2022: -$18,6832022Revenue 2023: $37,501Expenses 2023: $40,607Net Income 2023: -$3,1062023Revenue 2024: $61,429Expenses 2024: $54,097Net Income 2024: $7,3322024Revenue 2025: $54,978Expenses 2025: $61,782Net Income 2025: -$6,8042025

Highlighted filing

2025

Revenue$54,978
Expenses$61,782
Net Income-$6,804

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 7, 2026
Return Version
2025v4.0
Gross Receipts
$54,978
Mission and Program Overview

Mission

Promotion and Advancement of Swedish Heritage

Program Services

DescriptionGrantsExpenses
Promotion of Swedish Heritage and Scholarships--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helena TurkelTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Swedish Women's Educational Association OC Chapter
EIN
33-0040676
In Care Of
% Helene Turkel
Phone
6153909859
Address
25751 Bucklestone Dr, Laguna Hills, CA 92653

Signing Officer

Name
Helena Turkel
Title
Treasurer
Phone
6153909859
Signed
2026-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Carlberg Co
Address
550 E Chapman Ave Suite C, Orange, CA 92866
Preparer
Daniel J Carlberg
Phone
7147748129
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Christmas Fair Revenue 27,577

Form 990-EZ, Part I, Line 8, Other Revenue

WEB Site 125

Form 990-EZ, Part I, Line 16, Other Expenses

Travel 1,826

Form 990-EZ, Part I, Line 16, Other Expenses

Merchant Fees 364

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 1,224

Form 990-EZ, Part I, Line 16, Other Expenses

Investment Management Fees 1,327

Form 990-EZ, Part I, Line 16, Other Expenses

Membership Dues Paid 4,839

Form 990-EZ, Part I, Line 16, Other Expenses

Social Event Expense 12,520

Form 990-EZ, Part I, Line 16, Other Expenses

Christmas Fair Expenditure 14,499

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expense 840

Form 990-EZ, Part I, Line 16, Other Expenses

Storage Fees 1,435

Form 990-EZ, Part I, Line 16, Other Expenses

SWEA Bladet 4,564

Form 990-EZ, Part I, Line 16, Other Expenses

SWEA Phone Book 885

Form 990-EZ, Part I, Line 16, Other Expenses

Tax Return Fees 1,465

Form 990-EZ, Part I, Line 16, Other Expenses

Regionsmote 585

Form 990-EZ, Part I, Line 16, Other Expenses

Svenska Kyrkans Lunch 330

Form 990-EZ, Part I, Line 20, Net Assets

Unrealized appreciation Investment Account 6,037

Raw XML Appendix177 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Helena Turkel
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Volunteer
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Helena Turkel
IRS990EZ/BooksInCareOfDetail/PhoneNum06153909859
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt025751 Bucklestone Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguan Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092653
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0194182
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0193415
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6804
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt079
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0194182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0193415
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt054978
IRS990EZ/GroupExemptionNum04055
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06638
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07575
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0194182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0193415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0194182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0193415
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Helena Turkel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06037
IRS990EZ/OtherExpensesTotalAmt046703
IRS990EZ/OtherRevenueTotalAmt027702
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotion and Advancement of Swedish Heritage
IRS990EZ/ProgramServiceRevenueAmt013063
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotion of Swedish Heritage and Scholarships
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt061782
IRS990EZ/TotalRevenueAmt054978
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0orangecounty.swea.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030913
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07725
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06983
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06423
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033767
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt031209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06983
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021131
IRS990ScheduleA/InvestmentIncomeCYPct00.13900
IRS990ScheduleA/InvestmentIncomePYPct00.19440
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86100
IRS990ScheduleA/PublicSupportPY509Pct00.80560
IRS990ScheduleA/PublicSupportTotal509Amt0130885
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031209
IRS990ScheduleA/Total509Grp/TotalAmt0130885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037632
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0152016
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Christmas Fair Revenue 27,577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WEB Site 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel 1,826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Merchant Fees 364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 1,224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Investment Management Fees 1,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Dues Paid 4,839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Social Event Expense 12,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Christmas Fair Expenditure 14,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Office Expense 840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Storage Fees 1,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SWEA Bladet 4,564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SWEA Phone Book 885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Tax Return Fees 1,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Regionsmote 585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Svenska Kyrkans Lunch 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Unrealized appreciation Investment Account 6,037
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Helena Turkel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06153909859
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swedish Women's Educational Association OC Chapter
ReturnHeader/Filer/BusinessNameControlTxt0SWED
ReturnHeader/Filer/EIN0330040676
ReturnHeader/Filer/InCareOfNm0% Helene Turkel
ReturnHeader/Filer/PhoneNum06153909859
ReturnHeader/Filer/USAddress/AddressLine1Txt025751 Bucklestone Dr
ReturnHeader/Filer/USAddress/CityNm0Laguna Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330646753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carlberg Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 E Chapman Ave Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092866
ReturnHeader/PreparerPersonGrp/PhoneNum07147748129
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Carlberg
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-07T03:27:44-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.