Civic Intelligence

Swedish Womens Educational Association San Francisco

990EZ • Fiscal year 2018 • EIN 68-0022401

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

1462 Jefferson AveRedwood City, CA 94062

(650) 743-2911

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-5.2%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$365,523

Down $20,079 (-5.2%) from 2017

Net Assets

Down

$353,246

Down $20,032 (-5.4%) from 2017

Liabilities

Down

$12,277

Down $47 (-0.4%) from 2017

Revenue

Down

$169,208

Down $8,034 (-4.5%) from 2017

Expenses

Up

$167,233

Up $16,452 (+11%) from 2017

Net Income

Down

$1,975

Down $24,486 (-93%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $252,996Liabilities 2011: $11,6342011Assets 2012: $274,107Liabilities 2012: $13,1942012Assets 2013: $301,337Liabilities 2013: $10,9162013Assets 2014: $318,845Liabilities 2014: $16,511Net Assets 2014: $302,3342014Assets 2015: $311,136Liabilities 2015: $13,475Net Assets 2015: $297,6612015Assets 2016: $338,547Liabilities 2016: $12,100Net Assets 2016: $326,4472016Assets 2017: $385,602Liabilities 2017: $12,324Net Assets 2017: $373,2782017Assets 2018: $365,523Liabilities 2018: $12,277Net Assets 2018: $353,2462018Assets 2019: $411,156Liabilities 2019: $17,622Net Assets 2019: $393,5342019Assets 2020: $403,678Liabilities 2020: $4,722Net Assets 2020: $398,9562020Assets 2021: $443,222Liabilities 2021: $9,095Net Assets 2021: $434,1272021Assets 2022: $355,878Liabilities 2022: $4,935Net Assets 2022: $350,9432022Assets 2023: $398,368Liabilities 2023: $13,624Net Assets 2023: $384,7442023Assets 2024: $418,643Liabilities 2024: $21,308Net Assets 2024: $397,3352024

Highlighted filing

2018

Assets$365,523
Liabilities$12,277
Net Assets$353,246

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $74,383Expenses 2011: $75,086Net Income 2011: -$7032011Revenue 2012: $63,758Expenses 2012: $56,552Net Income 2012: $7,2062012Revenue 2013: $75,369Expenses 2013: $59,428Net Income 2013: $15,9412013Revenue 2014: $70,880Expenses 2014: $58,967Net Income 2014: $11,9132014Revenue 2015: $84,001Expenses 2015: $69,589Net Income 2015: $14,4122015Revenue 2016: $153,871Expenses 2016: $143,572Net Income 2016: $10,2992016Revenue 2017: $177,242Expenses 2017: $150,781Net Income 2017: $26,4612017Revenue 2018: $169,208Expenses 2018: $167,233Net Income 2018: $1,9752018Revenue 2019: $188,818Expenses 2019: $172,458Net Income 2019: $16,3602019Revenue 2020: $62,241Expenses 2020: $56,819Net Income 2020: $5,4222020Revenue 2021: $124,691Expenses 2021: $89,520Net Income 2021: $35,1712021Revenue 2022: $97,763Expenses 2022: $128,672Net Income 2022: -$30,9092022Revenue 2023: $178,400Expenses 2023: $144,599Net Income 2023: $33,8012023Revenue 2024: $192,761Expenses 2024: $193,866Net Income 2024: -$1,1052024

Highlighted filing

2018

Revenue$169,208
Expenses$167,233
Net Income$1,975
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$169,208
Mission and Program Overview

Mission

To provide educatonal activities for women of swedish descent through meetings, speakers and newsletters. The organization also runs an annual swedish faire including swedish culture, food, crafts and activities to educate and advance traditional swedish culture.

Program Services

DescriptionGrantsExpenses
CHRISTMAS FAIRE INCLUDING SWEDISH CULTURE, FOOD, CRAFTS AND ACTIVITIES TO EDUCATE AND ADVANCE TRADITIONAL SWEDISH CULTURE$96,122-
GRANTS TO SWEDISH EDUCATIONAL AND CULTURAL ORGANIZATION AND INDIVIDUALS TO PROMOTE SWEDISH CULTURE$32,353$32,353
PROVIDING EDUCATIONAL MEETINGS AND NEWSLETTERS TO APPROXIMATELY 400 MEMBERS IN THE BAY AREA REGARDING SWEDISH CULTURE, NEWS AND EVENTS.$29,692-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LENA AXELSSONPresidentPT$0--
BIRGITTA DURRETTPresidentPT$0--
GUN BOLINSecretaryPT$0--
SIV HOODTreasurerPT$0--
JENNY FOLKESSONVice PresidentPT$0--
HELENA MCCOMBIEVice PresidentPT$0--
MIRIAM OLSSON JEFFERYSecretaryPT$0--
KRISTIN KLINGVALLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Swedish Womens Educational
EIN
68-0022401
Phone
6507432911
Address
1462 JEFFERSON AVE, REDWOOD CITY, CA 94062

Signing Officer

Name
Siv Hood
Title
Treasurer
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ledwith Houghton & Co CPAs
Address
643 Bair Island Rd 105, Redwood City, CA 94063
Preparer
John R Houghton CPA
Phone
6503061400
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.21

| Donee's Name: STEPHEN UJLAKI | Donee's Address: c/o1462 JEFFERSON AVE REDWOOD CITY CA 94062 | Cash Amount Given: $7500

Grants and Similar Amounts Paid In Excess of $5,000.22

| Donee's Name: ELISABETH HOWARD | Donee's Address: c/o1462 JEFFERSON AVE REDWOOD CITY CA 94062 | Cash Amount Given: $7500

Other Expenses.1005

Travel $1291

Other Expenses.1012

Insurance $4207

Other Expenses.1

Program expense xmas event $96122

Other Expenses.2

Dues to swea intl & regional $14508

Other Expenses.4

OTHER PROGRAM EXPS $2896

Other Expenses.5

MEMBERSHIP EXPENSE $2027

Other Expenses.6

Administrative expense $1963

Other Expenses.7

HOSPITALITY $605

Other Assets.1010

Inventories - Beginning $2999 Inventories - Ending $2999

Other Assets.1

PREPAID EVENTS - Beginning $689 PREPAID EVENTS - Ending $822

Total Liabilities.1002

Grants Payable - Beginning $4730 Grants Payable - Ending $4330

Total Liabilities.1

DEFERRED DUES - Beginning $6369 DEFERRED DUES - Ending $6538

Total Liabilities.2

OTHER LIABILITIES - Beginning $1225 OTHER LIABILITIES - Ending $1409

Raw XML Appendix217 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.

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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATONAL ACTIVITIES FOR WOMEN OF SWEDISH DESCENT THROUGH MEETINGS, SPEAKERS AND NEWSLETTERS. THE ORGANIZATION ALSO RUNS AN ANNUAL SWEDISH FAIRE INCLUDING SWEDISH CULTURE, FOOD, CRAFTS AND ACTIVITIES TO EDUCATE AND ADVANCE TRADITIONAL SWEDISH CULTURE.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: STEPHEN UJLAKI | Donee's Address: c/o1462 JEFFERSON AVE REDWOOD CITY CA 94062 | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: ELISABETH HOWARD | Donee's Address: c/o1462 JEFFERSON AVE REDWOOD CITY CA 94062 | Cash Amount Given: $7500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $1291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $4207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSE XMAS EVENT $96122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES TO SWEA INTL & REGIONAL $14508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PROGRAM EXPS $2896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP EXPENSE $2027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADMINISTRATIVE EXPENSE $1963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9HOSPITALITY $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Inventories - Beginning $2999 Inventories - Ending $2999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PREPAID EVENTS - Beginning $689 PREPAID EVENTS - Ending $822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Grants Payable - Beginning $4730 Grants Payable - Ending $4330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DEFERRED DUES - Beginning $6369 DEFERRED DUES - Ending $6538
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OTHER LIABILITIES - Beginning $1225 OTHER LIABILITIES - Ending $1409
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SIV HOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWEDISH WOMENS EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION SAN FRANCISCO
ReturnHeader/Filer/BusinessNameControlTxt0SWED
ReturnHeader/Filer/EIN0680022401
ReturnHeader/Filer/PhoneNum06507432911
ReturnHeader/Filer/USAddress/AddressLine1Txt01462 JEFFERSON AVE
ReturnHeader/Filer/USAddress/CityNm0REDWOOD CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094062
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770267066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ledwith Houghton & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0643 Bair Island Rd 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redwood City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094063
ReturnHeader/PreparerPersonGrp/PhoneNum06503061400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R HOUGHTON CPA
ReturnHeader/ReturnTs02019-05-14T09:36:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.21$3.97$1.93$1.94$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.14$3.85$1.78$1.45$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.05$3.51$0.98$1.29$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.43$0.09$4.34$1.25$0.90$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.05$3.99$0.62$0.57$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.18$3.94$1.89$1.72$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.12$3.53$1.69$1.67$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.12$3.73$1.77$1.51$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.39$0.12$3.26$1.54$1.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.13$2.98$0.84$0.70$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.17$3.02$0.71$0.59$0.12
2013Summary only. Only limited summary data is available for this year.$3.01$0.11$0.75$0.59$0.16
2012Summary only. Only limited summary data is available for this year.$2.74$0.13$0.64$0.57$0.07
2011Summary only. Only limited summary data is available for this year.$2.53$0.12$0.74$0.75$0.01