Civic Intelligence

Swan Valley Pay IT Forward

990EZ • Fiscal year 2018 • EIN 81-4226060

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

Organization Profile
6450 Trinklein RdSaginaw, MI 48609

(989) 284-5366

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

83rd percentile

30%

Higher net margin than 83% 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

97th percentile

351%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$11,614

Up $9,037 (+351%) from 2017

Net Assets

Up

$11,614

Up $9,037 (+351%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

Up

$30,576

Up $15,904 (+108%) from 2017

Expenses

Up

$21,539

Up $2,446 (+13%) from 2017

Net Income

Up

$9,037

Up $13,458 (+304%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$40K$30K$20K$10K$0-$10KAssets 2017: $2,577Liabilities 2017: $0Net Assets 2017: $2,5772017Assets 2018: $11,614Liabilities 2018: $0Net Assets 2018: $11,6142018Assets 2019: $12,052Liabilities 2019: $14,000Net Assets 2019: -$1,9482019Assets 2020: $21,785Liabilities 2020: $14,000Net Assets 2020: $7,7852020Assets 2021: $11,706Liabilities 2021: $8,000Net Assets 2021: $3,7062021Assets 2022: $15,347Liabilities 2022: $8,000Net Assets 2022: $7,3472022Assets 2023: $15,204Liabilities 2023: $11,783Net Assets 2023: $3,4212023Assets 2024: $31,046Liabilities 2024: $8,000Net Assets 2024: $23,0462024

Highlighted filing

2018

Assets$11,614
Liabilities$0
Net Assets$11,614
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $14,672Expenses 2017: $19,093Net Income 2017: -$4,4212017Revenue 2018: $30,576Expenses 2018: $21,539Net Income 2018: $9,0372018Revenue 2019: $21,715Expenses 2019: $35,277Net Income 2019: -$13,5622019Revenue 2020: $33,684Expenses 2020: $23,951Net Income 2020: $9,7332020Revenue 2021: $33,258Expenses 2021: $37,337Net Income 2021: -$4,0792021Revenue 2022: $60,537Expenses 2022: $56,896Net Income 2022: $3,6412022Revenue 2023: $22,752Expenses 2023: $26,678Net Income 2023: -$3,9262023Revenue 2024: $38,672Expenses 2024: $19,047Net Income 2024: $19,6252024

Highlighted filing

2018

Revenue$30,576
Expenses$21,539
Net Income$9,037
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$87,891
Mission and Program Overview

Mission

Help those who are in need financially

Program Services

DescriptionGrantsExpenses
DONATIONS TO NEEDY FAMILIES FOR CHRISTMAS TO SWAN VALLEY SCHOOLS-$2,000
DONATIONS TO CHILDRENS GRIEF CENTER-$836
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACEY WILLIAMSPresidentPT$0--
RONDA HENDERSONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Open House$20,885$20,885$27,009$-6,124
Total Events$20,885$20,885$35,686$-14,801
Filing and Contact Details

Filer

Filer Name
Swan Valley Pay It Forward
EIN
81-4226060
Address
6450 TRINKLEIN RD, Saginaw, MI 48609

Signing Officer

Name
Ronda Henderson
Title
Treasurer
Phone
9892845366
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Cari Shanks CPA LLC
Address
2311 Durham Dr, Saginaw, MI 48609
Preparer
Cari A Shanks
Phone
9897816176
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADVERTISING 1,661BANK CHARGES 233LICENSE 50INSURANCE 646WEBSITE 219DONATIONS 15,470SCHOLARSHIPS 3,250”

Raw XML Appendix143 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/PersonNm0RONDA HENDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09892845366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01961 MAINTLAND DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Saginaw
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02577
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01006
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019317
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09037
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02577
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011614
IRS990EZ/FundraisingGrossIncomeAmt065043
IRS990EZ/GrossReceiptsAmt087891
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt010608
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03531
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02577
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011614
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02577
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011614
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACEY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONDA HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021529
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP THOSE WHO ARE IN NEED FINANCIALLY
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO CHILDRENS GRIEF CENTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO NEEDY FAMILIES FOR CHRISTMAS TO SWAN VALLEY SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0836
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt057315
IRS990EZ/SpecialEventsNetIncomeLossAmt07728
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021539
IRS990EZ/TotalProgramServiceExpensesAmt02836
IRS990EZ/TotalRevenueAmt030576
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038352
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt038352
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015504
IRS990ScheduleA/Total509Grp/TotalAmt038352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038352
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035686
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OPEN HOUSE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01210
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020885
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14801
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027009
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027009
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07467
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADVERTISING 1,661BANK CHARGES 233LICENSE 50INSURANCE 646WEBSITE 219DONATIONS 15,470SCHOLARSHIPS 3,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONDA HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09892845366
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWAN VALLEY PAY IT FORWARD
ReturnHeader/Filer/BusinessNameControlTxt0SWAN
ReturnHeader/Filer/EIN0814226060
ReturnHeader/Filer/USAddress/AddressLine1Txt06450 TRINKLEIN RD
ReturnHeader/Filer/USAddress/CityNm0Saginaw
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048609
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId048450D66543B1ECE12570541F9671CBC512018C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048450D66543B1ECE12570541F9671CBC512018C2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04023802019134fpbohzq
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.84.150.204
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm020:27:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461634466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cari Shanks CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02311 Durham Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saginaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048609
ReturnHeader/PreparerPersonGrp/PhoneNum09897816176
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cari A Shanks
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T09:35:05-04:00
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
$11,614
Liabilities
$0
Net assets
$11,614
Revenue
$30,576
Expenses
$21,539
Net income
$9,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.0$8.00$23.0$38.7$19.0$19.6
2023Detailed filing. Detailed filing data is available for this year.$15.2$11.8$3.42$22.8$26.7$3.93
2022Detailed filing. Detailed filing data is available for this year.$15.3$8.00$7.35$60.5$56.9$3.64
2021Detailed filing. Detailed filing data is available for this year.$11.7$8.00$3.71$33.3$37.3$4.08
2020Detailed filing. Detailed filing data is available for this year.$21.8$14.0$7.79$33.7$24.0$9.73
2019Detailed filing. Detailed filing data is available for this year.$12.1$14.0$1.95$21.7$35.3$13.6
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$30.6$21.5$9.04
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$14.7$19.1$4.42