Civic Intelligence

Swan Valley Pay IT Forward

990EZ • Fiscal year 2019 • EIN 81-4226060

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

95th percentile

1.16x

Higher debt load relative to assets than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

0.64x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-62%

Higher net margin than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

3.8%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$12,052

Up $438 (+3.8%) from 2018

Net Assets

Down

-$1,948

Down $13,562 (-117%) from 2018

Liabilities

Up

$14,000

Up $14,000 from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin7th percentile

Revenue

Down

$21,715

Down $8,861 (-29%) from 2018

Expenses

Up

$35,277

Up $13,738 (+64%) from 2018

Net Income

Down

-$13,562

Down $22,599 (-250%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$12,052
Liabilities$14,000
Net Assets-$1,948
Open 2019 Filing

Operations Trend

Revenue Growth18th 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

2019

Revenue$21,715
Expenses$35,277
Net Income-$13,562
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$87,957
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
BOYS AND GIRLS CLUB CHRISTMAS PARTY-$1,944
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Open House----
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
2020-11-10
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 875BANK CHARGES 127LICENSE 80INSURANCE 1,462WEBSITE 219DONATIONS 16,863SCHOLARSHIPS 3,750”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLOAN FROM OFFICERS 0 14,000”

Raw XML Appendix140 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/BOYAmt01006
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01444
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013367
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13562
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011614
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012052
IRS990EZ/FundraisingGrossIncomeAmt072115
IRS990EZ/GrossReceiptsAmt087957
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt010608
IRS990EZ/LandAndBuildingsGrp/EOYAmt010608
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02475
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011614
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1948
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011614
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-1948
IRS990EZ/OccupancyRentUtltsAndMaintAmt011901
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/OtherExpensesTotalAmt023376
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP THOSE WHO ARE IN NEED FINANCIALLY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOYS AND GIRLS CLUB CHRISTMAS PARTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO NEEDY FAMILIES FOR CHRISTMAS TO SWAN VALLEY SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01944
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt066242
IRS990EZ/SpecialEventsNetIncomeLossAmt05873
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035277
IRS990EZ/TotalProgramServiceExpensesAmt03944
IRS990EZ/TotalRevenueAmt021715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016863
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt055215
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt055215
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt022848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015504
IRS990ScheduleA/Total509Grp/TotalAmt055215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt022848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055215
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OPEN HOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADVERTISING 875BANK CHARGES 127LICENSE 80INSURANCE 1,462WEBSITE 219DONATIONS 16,863SCHOLARSHIPS 3,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLOAN FROM OFFICERS 0 14,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONDA HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09892845366
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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/FederalOriginalSubmissionId04023802020317h0mrvw0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.203.65
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTm017:14:56
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/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cari A Shanks
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-10T09:23:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,052
Liabilities
$14,000
Net assets
-$1,948
Revenue
$21,715
Expenses
$35,277
Net income
-$13,562
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