Civic Intelligence

Swan Lake Estates Community

990EZ • Fiscal year 2015 • EIN 58-0916656

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 30, 2016

Organization ProfileN/A
558 Lakeshore DriveStockbridge, GA 30281

(404) 804-4107

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

25th percentile

-9.6%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-11%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$103,418

Down $10,989 (-9.6%) from 2014

Net Assets

$102,248

No earlier filing loaded for comparison.

Liabilities

Up

$1,170

Up $390 (+50%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin12th percentile

Revenue

Down

$43,569

Down $5,237 (-11%) from 2014

Expenses

Down

$54,947

Down $9,075 (-14%) from 2014

Net Income

Up

-$11,378

Up $3,838 (+25%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$103,418
Liabilities$1,170
Net Assets$102,248
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$43,569
Expenses$54,947
Net Income-$11,378
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 30, 2016
Return Version
2015v2.1
Gross Receipts
$43,569
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.-$54,947
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY HUNTPresident-$0--
NICHOLAS KIDUFFVice Preside-$0--
ROBIN WISEMANTreasurer-$0--
MARTINA HAYESSecretary-$0--
WAYNE COURMIERDirector-$0--
JIM CHESTERDirector-$0--
CHUCK HUESCADirector-$0--
JON WELLESDirector-$0--
DANNY WESLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Swan Lake Estates Community
EIN
58-0916656
Phone
4048044107
Address
558 LAKESHORE DRIVE, STOCKBRIDGE, GA 30281

Signing Officer

Name
Robin Wiseman
Title
Treasurer
Phone
4048044107
Signed
2016-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Whaley Hammonds Tomasello Pc
Address
115 WESTRIDGE IND BLVD SUITE 200, MCDONOUGH, GA 30253
Preparer
Patty B Whaley
Phone
7709141040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses & supplies 2,414 insurance 4,756 lawn care services 2,220 maintenance & repairs 4,426 taxes and licenses 983 utilities 4,834 non-investment depreciation 10,692 total 30,325”

Form 990-ez, Part II, Line 24

“278,689 278,689 less accumulated depreciation 204,643 215,335 total 74,046 63,354”

Form 990-ez, Part II, Line 26

“KEY DEPOSITS 780 1,170”

Form 990-ez, Part III

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

Raw XML Appendix129 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/PersonNm0ROBIN WISEMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04048044107
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0558 LAKESHORE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKBRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030281
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040360
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038064
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11378
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024622
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0114406
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103418
IRS990EZ/GrossReceiptsAmt043569
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/EOYAmt02000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043569
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102248
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113626
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOROTHY HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS KIDUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN WISEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTINA HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WAYNE COURMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIM CHESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUCK HUESCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JON WELLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANNY WESLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt074046
IRS990EZ/OtherAssetsTotalDetail/EOYAmt063354
IRS990EZ/OtherExpensesTotalAmt030325
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTENANCE OF THE LAKE AND OTHER COMMON PROPERTIES OF THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE OF THE LAKE AND COMMON PROPERTIES OF THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054947
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0780
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01170
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054947
IRS990EZ/TotalProgramServiceExpensesAmt054947
IRS990EZ/TotalRevenueAmt043569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES & SUPPLIES 2,414 INSURANCE 4,756 LAWN CARE SERVICES 2,220 MAINTENANCE & REPAIRS 4,426 TAXES AND LICENSES 983 UTILITIES 4,834 NON-INVESTMENT DEPRECIATION 10,692 TOTAL 30,325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1278,689 278,689 LESS ACCUMULATED DEPRECIATION 204,643 215,335 TOTAL 74,046 63,354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEY DEPOSITS 780 1,170
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WISEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04048044107
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWAN LAKE ESTATES COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0580916656
ReturnHeader/Filer/PhoneNum04048044107
ReturnHeader/Filer/USAddress/AddressLine1Txt0558 LAKESHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0STOCKBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030281
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581971018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEY HAMMONDS TOMASELLO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 WESTRIDGE IND BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCDONOUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030253
ReturnHeader/PreparerPersonGrp/PhoneNum07709141040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTY B WHALEY
ReturnHeader/ReturnTs02016-04-11T16:59:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,418
Liabilities
$1,170
Net assets
$102,248
Revenue
$43,569
Expenses
$54,947
Net income
-$11,378
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
2015Detailed filing. Detailed filing data is available for this year.$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