Civic Intelligence

Social Work Advocates

EIN 93-3417000 • 501(c)3 • Frisco, TX

NTEE E60

Profile

The primary purpose is to provide support to older adults and their families needing assistance managing needs (case management).

9445 Penton PlaceFrisco, TX 75035

www.thesocialworkadvocates.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

NTEE E60 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.00x

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

NTEE E60 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

4.0%

Higher net margin than 47% of similar nonprofits.

NTEE E60 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

NTEE E60 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

95th percentile

339%

Faster revenue growth than 95% of similar nonprofits.

NTEE E60 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$100

Up $100 from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$100

Up $100 from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin47th percentile

Revenue

Up

$2,524

Up $1,949 (+339%) from 2023

Expenses

Up

$2,424

Up $1,849 (+322%) from 2023

Net Income

Up

$100

Up $100 from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100$50$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $100Liabilities 2024: $0Net Assets 2024: $1002024

Highlighted filing

2024

Assets$100
Liabilities$0
Net Assets$100
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0K$2.0K$1.0K$0Revenue 2023: $575Expenses 2023: $575Net Income 2023: $02023Revenue 2024: $2,524Expenses 2024: $2,424Net Income 2024: $1002024

Highlighted filing

2024

Revenue$2,524
Expenses$2,424
Net Income$100
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100
Liabilities
$0
Net assets
$100
Revenue
$2,524
Expenses
$2,424
Net income
$100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$100$0$100$2,524$2,424$100
2023Detailed filing. Detailed filing data is available for this year.$0$0$0$575$575$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Gross Receipts
$2,524
Mission and Program Overview

Mission

The primary purpose is to provide support to older adults and their families needing assistance managing needs (case management).

Program Services

DescriptionGrantsExpenses
Social Work Advocates primary program is connecting aging adults and their support systems to resources that provide stable care as they age gracefully. SWA connects clients to Medicaid resources, mental health resources and social activities and health resources. In 2024 the organization established relationships with resource partners and began meeting at senior facilities hosting social events. The events were set up to allow aging seniors connection with others, provide an opportunity for exercise and physical activity while gathering input on future classes. SWA also spent time meeting at a food pantry to assist low-to-moderate income individuals and the aging community with understanding their health care options and assist them with getting enrolled in health plans.$0$930
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Milton SummersTreasurer-$0--
Stephanie SummersPresidentPT$0--
Ariana FordSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Social Work Advocates
EIN
93-3417000
Phone
4694738000
Address
9445 Penton Place, Frisco, TX 75035

Signing Officer

Name
Stephanie Summers
Title
President
Phone
4694738000
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
JMD Enterprises and Associates LLC
Address
3000 Custer Road Ste 270 PMB 363, Plano, TX 75075
Preparer
Jeanna Davis
Phone
2144572317
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Admin 750; office supplies 469; transportation/travel 97; professional development 250”

Raw XML Appendix203 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/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Admin 750; office supplies 469; transportation/travel 97; professional development 250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Summers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04694738000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIAL WORK ADVOCATES
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0933417000
ReturnHeader/Filer/PhoneNum04694738000
ReturnHeader/Filer/USAddress/AddressLine1Txt09445 Penton Place
ReturnHeader/Filer/USAddress/CityNm0Frisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JMD Enterprises and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 Custer Road Ste 270 PMB 363
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075075
ReturnHeader/PreparerPersonGrp/PhoneNum02144572317
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanna Davis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T14:51:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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