Civic Intelligence

Swan Lake Estates Community

EIN 58-0916656 • 501(c)4 • Stockbridge, GA

Profile

Maintenance of the lake and other common properties of the members.

558 Lakeshore DriveStockbridge, GA 30281

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

6.3%

Higher net margin than 59% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

5.0%

Faster asset growth than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

0.2%

Faster revenue growth than 53% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$149,206

Up $7,046 (+5.0%) from 2023

Liabilities

Flat

$200

Flat from 2023

Net Assets

Up

$149,006

Up $7,046 (+5.0%) from 2023

Revenue

Up

$111,513

Up $240 (+0.2%) from 2023

Expenses

Down

$104,467

Down $17,951 (-15%) from 2023

Net Income

Up

$7,046

Up $18,191 (+163%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $145,047Liabilities 2010: $5,219Net Assets 2010: $139,8282010Assets 2011: $169,144Liabilities 2011: $41,470Net Assets 2011: $127,6742011Assets 2012: $113,194Liabilities 2012: $780Net Assets 2012: $112,4142012Assets 2013: $129,623Liabilities 2013: $780Net Assets 2013: $128,8432013Assets 2014: $114,407Liabilities 2014: $7802014Assets 2015: $103,418Liabilities 2015: $1,170Net Assets 2015: $102,2482015Assets 2016: $240,191Liabilities 2016: $1,260Net Assets 2016: $238,9312016Assets 2017: $213,816Liabilities 2017: $1,260Net Assets 2017: $212,5562017Assets 2018: $207,524Liabilities 2018: $1,260Net Assets 2018: $206,2642018Assets 2019: $194,354Liabilities 2019: $1,260Net Assets 2019: $193,0942019Assets 2020: $173,777Liabilities 2020: $1,230Net Assets 2020: $172,5472020Assets 2021: $168,161Liabilities 2021: $1,230Net Assets 2021: $166,9312021Assets 2022: $153,305Liabilities 2022: $200Net Assets 2022: $153,1052022Assets 2023: $142,160Liabilities 2023: $200Net Assets 2023: $141,9602023Assets 2024: $149,206Liabilities 2024: $200Net Assets 2024: $149,0062024

Highlighted filing

2024

Assets$149,206
Liabilities$200
Net Assets$149,006

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $27,191Expenses 2010: $49,242Net Income 2010: -$22,0512010Revenue 2011: $41,571Expenses 2011: $53,725Net Income 2011: -$12,1542011Revenue 2012: $35,684Expenses 2012: $50,944Net Income 2012: -$15,2602012Revenue 2013: $57,336Expenses 2013: $40,907Net Income 2013: $16,4292013Revenue 2014: $48,806Expenses 2014: $64,022Net Income 2014: -$15,2162014Revenue 2015: $43,569Expenses 2015: $54,947Net Income 2015: -$11,3782015Revenue 2016: $203,208Expenses 2016: $66,525Net Income 2016: $136,6832016Revenue 2017: $44,596Expenses 2017: $70,971Net Income 2017: -$26,3752017Revenue 2018: $47,292Expenses 2018: $53,584Net Income 2018: -$6,2922018Revenue 2019: $48,578Expenses 2019: $61,748Net Income 2019: -$13,1702019Revenue 2020: $47,170Expenses 2020: $67,722Net Income 2020: -$20,5522020Revenue 2021: $57,339Expenses 2021: $62,955Net Income 2021: -$5,6162021Revenue 2022: $70,990Expenses 2022: $84,816Net Income 2022: -$13,8262022Revenue 2023: $111,273Expenses 2023: $122,418Net Income 2023: -$11,1452023Revenue 2024: $111,513Expenses 2024: $104,467Net Income 2024: $7,0462024

Highlighted filing

2024

Revenue$111,513
Expenses$104,467
Net Income$7,046

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.12$1.04$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$1.11$1.22$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.71$0.85$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.01$1.67$0.57$0.63$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.01$1.73$0.47$0.68$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.01$1.93$0.49$0.62$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.06$0.47$0.54$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.01$2.13$0.45$0.71$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.39$2.03$0.67$1.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.01$1.02$0.44$0.55$0.11
2014Summary only. Only limited summary data is available for this year.$1.14$0.01$0.49$0.64$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$0.57$0.41$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.01$1.12$0.36$0.51$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.41$1.28$0.42$0.54$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.05$1.40$0.27$0.49$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.0
Gross Receipts
$111,513
Mission and Program Overview

Mission

Maintenance of the lake and other common properties of the members.

Program Services

DescriptionGrantsExpenses
MAINTENANCE OF THE LAKE AND COMMON PROPERTIES OF THE MEMBERS.-$66,991
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL LACEWELLPresident-$0--
LINDA BENEARSecretary-$0--
MICHAEL HRINKOTrustee-$0--
DEMOND EDWARDSTrustee-$0--
PAMELA JONESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Swan Lake Estates Community
EIN
58-0916656
Phone
4049971941
Address
558 LAKESHORE DRIVE, STOCKBRIDGE, GA 30281

Signing Officer

Name
Al Lacewell
Title
President
Phone
7067503358
Signed
2025-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Whaley Hammonds Pc
Address
1100 KEYS FERRY CT, MCDONOUGH, GA 30253
Preparer
Audrey L Lynch
Phone
7709141040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses & supplies 4,871 program supplies 1,125 insurance 12,239 lawn care services 16,700 maintenance & repairs 16,015 taxes and licenses 1,113 utilities 10,631 security expense 988 non-investment depreciation 8,579 total 72,261

Form 990-ez, Part II, Line 24

Equipment and other depr assets 337,634 383,307 less accumulated depreciation 290,673 299,253 total 46,961 84,054

Form 990-ez, Part II, Line 26

KEY DEPOSITS 200 200

Form 990-ez, Part III

Maintenance of the lake and other common properties of the members.

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LS MANAGEMENT & ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum06782722038
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03263 N HENRY BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKBRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030281
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093699
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07046
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt030243
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142160
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0149206
IRS990EZ/GrossReceiptsAmt0111513
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02835
IRS990EZ/LandAndBuildingsGrp/BOYAmt01500
IRS990EZ/LandAndBuildingsGrp/EOYAmt01500
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0108678
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0141960
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0149006
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0141960
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0149006
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AL LACEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA BENEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HRINKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEMOND EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAMELA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt046961
IRS990EZ/OtherAssetsTotalDetail/EOYAmt084054
IRS990EZ/OtherExpensesTotalAmt072261
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTENANCE OF THE LAKE AND OTHER COMMON PROPERTIES OF THE MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt01963
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE OF THE LAKE AND COMMON PROPERTIES OF THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066991
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0200
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0104467
IRS990EZ/TotalProgramServiceExpensesAmt066991
IRS990EZ/TotalRevenueAmt0111513
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES & SUPPLIES 4,871 PROGRAM SUPPLIES 1,125 INSURANCE 12,239 LAWN CARE SERVICES 16,700 MAINTENANCE & REPAIRS 16,015 TAXES AND LICENSES 1,113 UTILITIES 10,631 SECURITY EXPENSE 988 NON-INVESTMENT DEPRECIATION 8,579 TOTAL 72,261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT AND OTHER DEPR ASSETS 337,634 383,307 LESS ACCUMULATED DEPRECIATION 290,673 299,253 TOTAL 46,961 84,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEY DEPOSITS 200 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINTENANCE OF THE LAKE AND OTHER COMMON PROPERTIES OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AL LACEWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07067503358
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWAN LAKE ESTATES COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0580916656
ReturnHeader/Filer/PhoneNum04049971941
ReturnHeader/Filer/USAddress/AddressLine1Txt0558 LAKESHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0STOCKBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030281
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581971018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEY HAMMONDS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 KEYS FERRY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCDONOUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030253
ReturnHeader/PreparerPersonGrp/PhoneNum07709141040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUDREY L LYNCH
ReturnHeader/ReturnTs02025-08-01T12:42:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.