Civic Intelligence

Swan Lake Estates Community

990EZ • Fiscal year 2017 • EIN 58-0916656

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 13, 2018

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

61st percentile

0.01x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-59%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

24th percentile

-11%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$213,816

Down $26,375 (-11%) from 2016

Net Assets

Down

$212,556

Down $26,375 (-11%) from 2016

Liabilities

Flat

$1,260

Flat from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin6th percentile

Revenue

Down

$44,596

Down $158,612 (-78%) from 2016

Expenses

Up

$70,971

Up $4,446 (+6.7%) from 2016

Net Income

Down

-$26,375

Down $163,058 (-119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2017

Assets$213,816
Liabilities$1,260
Net Assets$212,556
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$44,596
Expenses$70,971
Net Income-$26,375
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 13, 2018
Return Version
2017v2.2
Gross Receipts
$44,596
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.-$67,242
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY HUNTPresident-$0--
ANDI GURUGEVice Preside-$0--
ROBIN WISEMANTreasurer-$0--
CRYSTAL TUOYOSecretary-$0--
CHARLES HUESCADirector-$0--
DANNY WESLEYDirector-$0--
MATT BURTTRAMDirector-$0--
CLIFF KELLYDirector-$0--
COURTNEY HOWARDDirector-$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
2018-03-13
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 2,002 program supplies 337 insurance 5,075 lawn care services 6,180 maintenance & repairs 12,099 taxes and licenses 1,191 utilities 4,775 non-investment depreciation 10,037 total 41,696”

Form 990-ez, Part II, Line 24

“Equipment and other depr assets 280,715 280,715 less accumulated depreciation 225,702 235,736 total 55,013 44,979”

Form 990-ez, Part II, Line 26

“KEY DEPOSITS 1,260 1,260”

Form 990-ez, Part III

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

Raw XML Appendix137 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/BOYAmt0183678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0167337
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26375
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt029275
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0240191
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213816
IRS990EZ/GrossReceiptsAmt044596
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt01500
IRS990EZ/LandAndBuildingsGrp/EOYAmt01500
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt044596
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0238931
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0212556
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0238931
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0212556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm1ANDI GURUGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN WISEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRYSTAL TUOYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES HUESCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANNY WESLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT BURTTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CLIFF KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8COURTNEY HOWARD
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/BOYAmt055013
IRS990EZ/OtherAssetsTotalDetail/EOYAmt044979
IRS990EZ/OtherExpensesTotalAmt041696
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/ProgramServiceExpensesAmt067242
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01260
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01260
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070971
IRS990EZ/TotalProgramServiceExpensesAmt067242
IRS990EZ/TotalRevenueAmt044596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES & SUPPLIES 2,002 PROGRAM SUPPLIES 337 INSURANCE 5,075 LAWN CARE SERVICES 6,180 MAINTENANCE & REPAIRS 12,099 TAXES AND LICENSES 1,191 UTILITIES 4,775 NON-INVESTMENT DEPRECIATION 10,037 TOTAL 41,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT AND OTHER DEPR ASSETS 280,715 280,715 LESS ACCUMULATED DEPRECIATION 225,702 235,736 TOTAL 55,013 44,979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEY DEPOSITS 1,260 1,260
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WISEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04048044107
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CAA5538F02D0D21F7CEB8B4B2FABE669F1BCA2FE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0422519B3DA7241C46EA3A727616C0189988667D8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.199.14.242
ReturnHeader/FilingSecurityInformation/IPDt02018-03-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:41:31
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/PreparationDt02018-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTY B WHALEY
ReturnHeader/ReturnTs02018-03-20T08:41:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,816
Liabilities
$1,260
Net assets
$212,556
Revenue
$44,596
Expenses
$70,971
Net income
-$26,375
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
2017Detailed filing. Detailed filing data is available for this year.$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