Civic Intelligence

Swan Center Outreach Inc

EIN 58-2461094 • 501(c)3 • Castaic, CA

Profile

Provide education experiences for children and families through animal (primarily horses) interactions and therapu to thousands of individuals.

30625 Hasley Canyon RdCastaic, CA 91384

n/A

Siviq Scores

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

Liabilities / Assets

98th percentile

5.48x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

2.2%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$10,264

Up $1,703 (+20%) from 2023

Liabilities

Down

$56,289

Down $896 (-1.6%) from 2023

Net Assets

Up

-$46,025

Up $2,599 (+5.3%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin51st percentile

Revenue

Up

$117,081

Up $23,070 (+25%) from 2023

Expenses

Up

$114,482

Up $24,301 (+27%) from 2023

Net Income

Down

$2,599

Down $1,231 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$200K$100K$0-$100KAssets 2010: $40,849Liabilities 2010: $2,705Net Assets 2010: $38,1442010Assets 2011: $126,021Liabilities 2011: $12,196Net Assets 2011: $113,8252011Assets 2012: $196,415Liabilities 2012: $66,517Net Assets 2012: $129,8982012Assets 2013: $184,608Liabilities 2013: $40,237Net Assets 2013: $144,3712013Assets 2014: $185,917Liabilities 2014: $30,176Net Assets 2014: $155,7412014Assets 2015: $150,624Liabilities 2015: $35,000Net Assets 2015: $115,6242015Assets 2016: $115,772Liabilities 2016: $10,000Net Assets 2016: $105,7722016Assets 2017: $41,111Net Assets 2017: $41,1112017Assets 2018: $31,862Net Assets 2018: $31,8622018Assets 2019: $22,913Net Assets 2019: $22,9132019Assets 2021: $2,670Liabilities 2021: $02021Assets 2022: $3,346Liabilities 2022: $55,800Net Assets 2022: -$52,4542022Assets 2023: $8,561Liabilities 2023: $57,185Net Assets 2023: -$48,6242023Assets 2024: $10,264Liabilities 2024: $56,289Net Assets 2024: -$46,0252024

Highlighted filing

2024

Assets$10,264
Liabilities$56,289
Net Assets-$46,025
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KRevenue 2010: $68,158Expenses 2010: $29,137Net Income 2010: $39,0212010Expenses 2011: $98,4062011Revenue 2012: $148,097Expenses 2012: $132,024Net Income 2012: $16,0732012Revenue 2013: $146,852Expenses 2013: $133,612Net Income 2013: $13,2402013Revenue 2014: $141,267Expenses 2014: $129,897Net Income 2014: $11,3702014Revenue 2015: $141,267Expenses 2015: $181,384Net Income 2015: -$40,1172015Revenue 2016: $86,170Expenses 2016: $96,022Net Income 2016: -$9,8522016Revenue 2017: $83,510Expenses 2017: $86,377Net Income 2017: -$2,8672017Revenue 2018: $91,471Expenses 2018: $100,720Net Income 2018: -$9,2492018Revenue 2019: $47,912Expenses 2019: $56,861Net Income 2019: -$8,9492019Revenue 2021: $65,454Expenses 2021: $85,725Net Income 2021: -$20,2712021Revenue 2022: $40,219Expenses 2022: $95,343Net Income 2022: -$55,1242022Revenue 2023: $94,011Expenses 2023: $90,181Net Income 2023: $3,8302023Revenue 2024: $117,081Expenses 2024: $114,482Net Income 2024: $2,5992024

Highlighted filing

2024

Revenue$117,081
Expenses$114,482
Net Income$2,599
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,264
Liabilities
$56,289
Net assets
-$46,025
Revenue
$117,081
Expenses
$114,482
Net income
$2,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.56$0.46$1.17$1.14$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.57$0.49$0.94$0.90$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.56$0.52$0.40$0.95$0.55
2021Summary only. Only limited summary data is available for this year.$0.03$0.00$0.65$0.86$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.48$0.57$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$0.91$1.01$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.84$0.86$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.10$1.06$0.86$0.96$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.35$1.16$1.41$1.81$0.40
2014Summary only. Only limited summary data is available for this year.$1.86$0.30$1.56$1.41$1.30$0.11
2013Summary only. Only limited summary data is available for this year.$1.85$0.40$1.44$1.47$1.34$0.13
2012Summary only. Only limited summary data is available for this year.$1.96$0.67$1.30$1.48$1.32$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.12$1.14$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.03$0.38$0.68$0.29$0.39
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$83,510
Mission and Program Overview

Mission

Provide education experiences for children and families through animal (primarily horses) interactions and therapu to thousands of individuals.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATION EXPERIENCES FOR CHILDREN AND FAMILIES THROUGH ANIMAL (PRIMARILY HORSES) INTERACTIONS AND THERAPY TO THOUSANDS OF INDIVIDUALS.$59,803-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE THOMASSecretaryPT$0--
DOREEN MCVAYDirectorPT$0--
FRAN FERGUSONVice PresidentPT$0--
EDWARD W SPAETHPresidentPT$0--
SHERRY COOKDirectorPT$0--
NANCY TURNERTreasurerPT$0--
CAROL VINCENTDirectorPT$0--
LORRAINE FOUQUETDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Swan Center Outreach Inc
EIN
58-2461094
Phone
9704680924
Address
30625 HASLEY CANYON RD, CASTAIC, CA 91384

Signing Officer

Name
Leslie Thomas
Title
Secretary
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Pine Pedroncelli & Aguilar Inc
Address
3500 W Orchard Court, Visalia, CA 93277-9249
Preparer
Richard J Artis Ii
Phone
5596259800
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $18463”

Other Expenses.1012

“Insurance $3695”

Other Expenses.1

“FEED $24222”

Other Expenses.2

“VETERINARY EXPENSE $1317”

Other Expenses.3

“FARRIER SERVICES $650”

Other Expenses.4

“SUPPLIES $554”

Other Expenses.5

“REIMBURSED EXPENSES $551”

Other Expenses.6

“TAXES $310”

Other Expenses.7

“MISC EXPENSES $225”

Other Expenses.8

“BANK FEES $120”

Other Expenses.9

“AUTO EXPENSE $61”

Other Expenses.10

“INTERNET $45”

Other Assets.1004

“Miscellaneous - Beginning $43978 Miscellaneous - Ending $25515”

Raw XML Appendix166 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/PersonNm0LESLIE THOMAS
IRS990EZ/BooksInCareOfDetail/PhoneNum05638221047
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030625 HASLEY CANYON RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CASTAIC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091384
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt067135
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2867
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043978
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041111
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt083510
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043978
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041111
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043978
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041111
IRS990EZ/OccupancyRentUtltsAndMaintAmt036164
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
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/PersonNm0LESLIE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOREEN MCVAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRAN FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EDWARD W SPAETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHERRY COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROL VINCENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LORRAINE FOUQUET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043978
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025515
IRS990EZ/OtherExpensesTotalAmt050213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION EXPERIENCES FOR CHILDREN AND FAMILIES THROUGH ANIMAL (PRIMARILY HORSES) INTERACTIONS AND THERAPU TO THOUSANDS OF INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt016375
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATION EXPERIENCES FOR CHILDREN AND FAMILIES THROUGH ANIMAL (PRIMARILY HORSES) INTERACTIONS AND THERAPY TO THOUSANDS OF INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059803
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086377
IRS990EZ/TotalProgramServiceExpensesAmt059803
IRS990EZ/TotalRevenueAmt083510
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt066632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt095903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0162535
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0162535
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt066632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt095903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0162535
IRS990ScheduleA/TotalSupportAmt0162535
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $18463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEED $24222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VETERINARY EXPENSE $1317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FARRIER SERVICES $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REIMBURSED EXPENSES $551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISC EXPENSES $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK FEES $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AUTO EXPENSE $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INTERNET $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous - Beginning $43978 Miscellaneous - Ending $25515
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1004
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWAN CENTER OUTREACH INC
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0582461094
ReturnHeader/Filer/PhoneNum09704680924
ReturnHeader/Filer/USAddress/AddressLine1Txt030625 HASLEY CANYON RD
ReturnHeader/Filer/USAddress/CityNm0CASTAIC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091384
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770051886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pine Pedroncelli & Aguilar Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 W Orchard Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Visalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0932779249
ReturnHeader/PreparerPersonGrp/PhoneNum05596259800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J ARTIS II
ReturnHeader/ReturnTs02018-11-15T10:00:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.