Civic Intelligence

Swan Valley Pay IT Forward

990EZ • Fiscal year 2021 • EIN 81-4226060

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 25, 2022

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

92nd percentile

0.68x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.24x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

-1.3%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$11,706

Down $10,079 (-46%) from 2020

Net Assets

Down

$3,706

Down $4,079 (-52%) from 2020

Liabilities

Down

$8,000

Down $6,000 (-43%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin23rd percentile

Revenue

Down

$33,258

Down $426 (-1.3%) from 2020

Expenses

Up

$37,337

Up $13,386 (+56%) from 2020

Net Income

Down

-$4,079

Down $13,812 (-142%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2021

Assets$11,706
Liabilities$8,000
Net Assets$3,706
Open 2021 Filing

Operations Trend

Revenue Growth45th 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

2021

Revenue$33,258
Expenses$37,337
Net Income-$4,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 25, 2022
Return Version
2021v4.2
Gross Receipts
$142,938
Mission and Program Overview

Mission

Help those who are in need financially

Program Services

DescriptionGrantsExpenses
DONATIONS TO NEEDY FAMILIES FOR CHRISTMAS TO SWANVALLEY SCHOOLS-$2,000
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
2022-10-25
Discuss with paid preparer
No

Preparer

Firm
Cari Shanks CPA LLC
Address
5700 SWAN CREEK RD, Saginaw, MI 48609
Preparer
Cari A Shanks
Phone
9897816176
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADVERTISING 1,330BANK CHARGES 544LICENSE 270INSURANCE 2,572WEBSITE 219DONATIONS 24,930SCHOLARSHIPS 5,000SUPPLIES 2,387MEMBERSHIP 85”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLOAN FROM OFFICERS 14,000 8,000”

Raw XML Appendix139 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/BOYAmt011177
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01098
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066021
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4079
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021785
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011706
IRS990EZ/FundraisingGrossIncomeAmt076917
IRS990EZ/GrossReceiptsAmt0142938
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt010608
IRS990EZ/LandAndBuildingsGrp/EOYAmt010608
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07785
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03706
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07785
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03706
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/OtherExpensesTotalAmt037337
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELP THOSE WHO ARE IN NEED FINANCIALLY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO NEEDY FAMILIES FOR CHRISTMAS TO SWANVALLEY SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0109680
IRS990EZ/SpecialEventsNetIncomeLossAmt0-32763
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037337
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt033258
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016863
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137202
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0137202
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015504
IRS990ScheduleA/Total509Grp/TotalAmt0137202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015504
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137202
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OPEN HOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADVERTISING 1,330BANK CHARGES 544LICENSE 270INSURANCE 2,572WEBSITE 219DONATIONS 24,930SCHOLARSHIPS 5,000SUPPLIES 2,387MEMBERSHIP 85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLOAN FROM OFFICERS 14,000 8,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RONDA HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09892845366
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
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/PreparerFirmGrp/PreparerFirmEIN0461634466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cari Shanks CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05700 SWAN CREEK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saginaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048609
ReturnHeader/PreparerPersonGrp/PhoneNum09897816176
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cari A Shanks
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-26T14:56:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENDERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,706
Liabilities
$8,000
Net assets
$3,706
Revenue
$33,258
Expenses
$37,337
Net income
-$4,079
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