Civic Intelligence

Swan Lake Estates Community

990EZ • Fiscal year 2023 • EIN 58-0916656

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 23, 2024

Organization ProfileN/A
558 Lakeshore DriveStockbridge, GA 30281

(404) 997-1941

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

27th percentile

-10%

Higher net margin than 27% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-7.3%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$142,160

Down $11,145 (-7.3%) from 2022

Net Assets

Down

$141,960

Down $11,145 (-7.3%) from 2022

Liabilities

Flat

$200

Flat from 2022

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Up

$111,273

Up $40,283 (+57%) from 2022

Expenses

Up

$122,418

Up $37,602 (+44%) from 2022

Net Income

Up

-$11,145

Up $2,681 (+19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2023

Assets$142,160
Liabilities$200
Net Assets$141,960
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$111,273
Expenses$122,418
Net Income-$11,145
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 23, 2024
Return Version
2023v5.0
Gross Receipts
$111,273
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.-$93,844
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL LACEWELLPresident-$0--
LINDA BENEARSecretary-$0--
MICHAEL HRINKOTrustee-$0--
DEMOND EDWARDSTrustee-$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
7703187436
Signed
2024-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Whaley Hammonds Tomasello Pc
Address
1100 KEYS FERRY CT, MCDONOUGH, GA 30253
Preparer
Patty B Whaley
Phone
7709141040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses & supplies 6,818 program supplies 3,352 insurance 8,521 lawn care services 42,017 maintenance & repairs 13,941 taxes and licenses 958 utilities 9,493 security expense 2,173 non-investment depreciation 8,948 total 96,221”

Form 990-ez, Part II, Line 24

“Equipment and other depr assets 337,634 337,634 less accumulated depreciation 281,726 290,673 total 55,908 46,961”

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 Appendix113 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/BOYAmt095897
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt093699
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11145
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023355
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0153305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142160
IRS990EZ/GrossReceiptsAmt0111273
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0829
IRS990EZ/LandAndBuildingsGrp/BOYAmt01500
IRS990EZ/LandAndBuildingsGrp/EOYAmt01500
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0110444
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0153105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0141960
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0153105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0141960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AL LACEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA BENEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HRINKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEMOND EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt055908
IRS990EZ/OtherAssetsTotalDetail/EOYAmt046961
IRS990EZ/OtherExpensesTotalAmt096221
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTENANCE OF THE LAKE AND OTHER COMMON PROPERTIES OF THE MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt02842
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE OF THE LAKE AND COMMON PROPERTIES OF THE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt093844
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0200
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122418
IRS990EZ/TotalProgramServiceExpensesAmt093844
IRS990EZ/TotalRevenueAmt0111273
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES & SUPPLIES 6,818 PROGRAM SUPPLIES 3,352 INSURANCE 8,521 LAWN CARE SERVICES 42,017 MAINTENANCE & REPAIRS 13,941 TAXES AND LICENSES 958 UTILITIES 9,493 SECURITY EXPENSE 2,173 NON-INVESTMENT DEPRECIATION 8,948 TOTAL 96,221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT AND OTHER DEPR ASSETS 337,634 337,634 LESS ACCUMULATED DEPRECIATION 281,726 290,673 TOTAL 55,908 46,961
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AL LACEWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07703187436
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-23
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 TOMASELLO 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/PreparationDt02024-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATTY B WHALEY
ReturnHeader/ReturnTs02024-07-26T11:08:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$142,160
Liabilities
$200
Net assets
$141,960
Revenue
$111,273
Expenses
$122,418
Net income
-$11,145
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
2023Detailed filing. Detailed filing data is available for this year.$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