Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 33-0040676 • 501(c)3 • Laguna Hills, CA
Profile
Promotion and Advancement of Swedish Heritage
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
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
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Promotion and Advancement of Swedish Heritage
| Description | Grants | Expenses |
|---|---|---|
| Promotion of Swedish Heritage and Scholarships | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Helena Turkel | Treasurer | - | $0 | - | - |
“Christmas Fair Revenue 27,577”
“WEB Site 125”
“Travel 1,826”
“Merchant Fees 364”
“Insurance 1,224”
“Investment Management Fees 1,327”
“Membership Dues Paid 4,839”
“Social Event Expense 12,520”
“Christmas Fair Expenditure 14,499”
“Office Expense 840”
“Storage Fees 1,435”
“SWEA Bladet 4,564”
“SWEA Phone Book 885”
“Tax Return Fees 1,465”
“Regionsmote 585”
“Svenska Kyrkans Lunch 330”
“Unrealized appreciation Investment Account 6,037”
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/PersonNm | 0 | Helena Turkel |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 0 | Volunteer |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Helena Turkel |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6153909859 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 25751 Bucklestone Dr |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Laguan Hills |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92653 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 194182 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 193415 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6804 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 79 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 194182 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 193415 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 15000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 54978 |
| IRS990EZ/GroupExemptionNum | 0 | 4055 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6638 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 7575 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 194182 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 193415 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 194182 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 193415 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 004.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Helena Turkel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 6037 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 46703 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 27702 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Promotion and Advancement of Swedish Heritage |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 13063 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Promotion of Swedish Heritage and Scholarships |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 61782 |
| IRS990EZ/TotalRevenueAmt | 0 | 54978 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | orangecounty.swea.org |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 15167 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10746 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 30913 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 7725 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6983 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 6423 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 21131 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 33767 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 34996 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 31209 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 99972 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 7725 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 6983 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 6423 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 21131 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.13900 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.19440 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.86100 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.80560 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 130885 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 48934 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 45742 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31209 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 130885 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 56659 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 52725 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 37632 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 152016 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Christmas Fair Revenue 27,577 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | WEB Site 125 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel 1,826 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Merchant Fees 364 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance 1,224 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Investment Management Fees 1,327 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Membership Dues Paid 4,839 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Social Event Expense 12,520 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Christmas Fair Expenditure 14,499 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Office Expense 840 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Storage Fees 1,435 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | SWEA Bladet 4,564 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | SWEA Phone Book 885 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Tax Return Fees 1,465 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Regionsmote 585 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Svenska Kyrkans Lunch 330 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Unrealized appreciation Investment Account 6,037 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8, Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 8, Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Form 990-EZ, Part I, Line 20, Net Assets |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Helena Turkel |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6153909859 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-03-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Swedish Women's Educational Association OC Chapter |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SWED |
| ReturnHeader/Filer/EIN | 0 | 330040676 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Helene Turkel |
| ReturnHeader/Filer/PhoneNum | 0 | 6153909859 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 25751 Bucklestone Dr |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Laguna Hills |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92653 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330646753 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Carlberg Co |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 550 E Chapman Ave Suite C |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Orange |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92866 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7147748129 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-03-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Daniel J Carlberg |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2026-03-07T03:27:44-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2025-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-12-31 |
| ReturnHeader/TaxYr | 0 | 2025 |
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