Civic Intelligence

Swan Lake Estates Community

990EZ • Fiscal year 2018 • EIN 58-0916656

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 18, 2019

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.03x

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

6.0%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$207,524

Down $6,292 (-2.9%) from 2017

Net Assets

Down

$206,264

Down $6,292 (-3.0%) from 2017

Liabilities

Flat

$1,260

Flat from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin21st percentile

Revenue

Up

$47,292

Up $2,696 (+6.0%) from 2017

Expenses

Down

$53,584

Down $17,387 (-24%) from 2017

Net Income

Up

-$6,292

Up $20,083 (+76%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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 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

2018

Assets$207,524
Liabilities$1,260
Net Assets$206,264
Open 2018 Filing

Operations Trend

Revenue Growth63rd 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 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

2018

Revenue$47,292
Expenses$53,584
Net Income-$6,292
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 18, 2019
Return Version
2018v3.1
Gross Receipts
$47,292
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.-$49,067
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY HUNTPresident-$0--
ANDI GURUGEVice Preside-$0--
ROBIN WISEMANTreasurer-$0--
DONNA GIBSONSecretary-$0--
CHARLES HUESCADirector-$0--
DANNY WESLEYDirector-$0--
CLIFF KELLYDirector-$0--
COURTNEY HOWARDDirector-$0--
CHARLES POOLEDirector-$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
2019-03-18
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 1,615 program supplies 104 insurance 6,359 lawn care services 5,580 maintenance & repairs 12,437 taxes and licenses 1,337 utilities 4,350 non-investment depreciation 9,451 total 41,233”

Form 990-ez, Part II, Line 24

“Equipment and other depr assets 280,715 280,935 less accumulated depreciation 235,736 239,826 total 44,979 41,109”

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/BOYAmt0167337
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0164915
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6292
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012351
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0213816
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0207524
IRS990EZ/GrossReceiptsAmt047292
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt01500
IRS990EZ/LandAndBuildingsGrp/EOYAmt01500
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047292
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0212556
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0206264
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0212556
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0206264
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/PersonNm3DONNA GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES HUESCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANNY WESLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CLIFF KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7COURTNEY HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHARLES POOLE
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/BOYAmt044979
IRS990EZ/OtherAssetsTotalDetail/EOYAmt041109
IRS990EZ/OtherExpensesTotalAmt041233
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/ProgramServiceExpensesAmt049067
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01260
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01260
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053584
IRS990EZ/TotalProgramServiceExpensesAmt049067
IRS990EZ/TotalRevenueAmt047292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES & SUPPLIES 1,615 PROGRAM SUPPLIES 104 INSURANCE 6,359 LAWN CARE SERVICES 5,580 MAINTENANCE & REPAIRS 12,437 TAXES AND LICENSES 1,337 UTILITIES 4,350 NON-INVESTMENT DEPRECIATION 9,451 TOTAL 41,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT AND OTHER DEPR ASSETS 280,715 280,935 LESS ACCUMULATED DEPRECIATION 235,736 239,826 TOTAL 44,979 41,109
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WISEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04048044107
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-18
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/AtSubmissionCreationDeviceId088B2FAB26DD0745881208EB7C81D26B950C9EF1B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02E0EE1041A39CDF1118B881B9B24B7277C845B51
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.199.14.242
ReturnHeader/FilingSecurityInformation/IPDt02019-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:07:57
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/PreparationDt02019-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTY B WHALEY
ReturnHeader/ReturnTs02019-04-01T14:07:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,524
Liabilities
$1,260
Net assets
$206,264
Revenue
$47,292
Expenses
$53,584
Net income
-$6,292
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
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