Civic Intelligence

Swim with Heart

990EZ • Fiscal year 2020 • EIN 27-3650348

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Organization Profilewww.swimwithheart.org
3231 Ocean Park Blvd Ste 111Santa Monica, CA 90405

(310) 625-2974

Siviq Scores

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

Liabilities / Assets

95th percentile

1.12x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.29x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-2.3%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$17,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

98th percentile

1186%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$27,165

Up $25,053 (+1186%) from 2019

Net Assets

Down

-$3,164

Down $2,415 (-322%) from 2019

Liabilities

Up

$30,329

Up $27,468 (+960%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin36th percentile

Revenue

Down

$104,454

Down $28,029 (-21%) from 2019

Expenses

Down

$106,869

Down $22,680 (-18%) from 2019

Net Income

Down

-$2,415

Down $5,349 (-182%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$400K$200K$0-$200KAssets 2015: $7,466Liabilities 2015: $12,623Net Assets 2015: -$5,1572015Assets 2016: $1,924Liabilities 2016: $14,353Net Assets 2016: -$12,4292016Assets 2017: $10,547Liabilities 2017: $17,735Net Assets 2017: -$7,1882017Assets 2018: $930Liabilities 2018: $4,613Net Assets 2018: -$3,6832018Assets 2019: $2,112Liabilities 2019: $2,861Net Assets 2019: -$7492019Assets 2020: $27,165Liabilities 2020: $30,329Net Assets 2020: -$3,1642020Assets 2021: $203,729Liabilities 2021: $261,765Net Assets 2021: -$58,0362021Assets 2022: $117,108Liabilities 2022: $261,342Net Assets 2022: -$144,2342022Assets 2023: $113,299Liabilities 2023: $282,962Net Assets 2023: -$169,6632023Assets 2024: $120,349Liabilities 2024: $281,585Net Assets 2024: -$161,2362024

Highlighted filing

2020

Assets$27,165
Liabilities$30,329
Net Assets-$3,164
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$400K$200K$0-$200KRevenue 2015: $185,995Expenses 2015: $187,329Net Income 2015: -$1,3342015Revenue 2016: $195,323Expenses 2016: $202,595Net Income 2016: -$7,2722016Revenue 2017: $138,159Expenses 2017: $132,918Net Income 2017: $5,2412017Revenue 2018: $125,609Expenses 2018: $122,104Net Income 2018: $3,5052018Revenue 2019: $132,483Expenses 2019: $129,549Net Income 2019: $2,9342019Revenue 2020: $104,454Expenses 2020: $106,869Net Income 2020: -$2,4152020Revenue 2021: $182,078Expenses 2021: $236,950Net Income 2021: -$54,8722021Revenue 2022: $192,238Expenses 2022: $278,436Net Income 2022: -$86,1982022Revenue 2023: $281,236Expenses 2023: $306,665Net Income 2023: -$25,4292023Revenue 2024: $323,689Expenses 2024: $315,262Net Income 2024: $8,4272024

Highlighted filing

2020

Revenue$104,454
Expenses$106,869
Net Income-$2,415
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$104,454
Mission and Program Overview

Mission

To promote the education and health of those children and adults with special needs including, but not limited to diagnosis of autism, down syndrome, mental retardation, cerebral palsy, epilepsy, genetic disorders and severely emotionally disturbed. To provide instruction to help swimmers of all ages and abilities develop their swimming and water safety skills.

To promote the education and health

Program Services

DescriptionGrantsExpenses
TO PROVIDE CHILDREN, TEENS AND YOUNG ADULTS WITH DISABILITIES CUSTOMIZED INSTRUCTION IN THE SPORT OF SWIMMING IN ORDER TO DEVELOP AND ENHANCE THEIR STRENGHTS--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL FLAHERTYExecutive DirectorFT$17,500-$17,500
Filing and Contact Details

Filer

Filer Name
Swim With Heart
EIN
27-3650348
Address
3231 OCEAN PARK BLVD STE 111, SANTA MONICA, CA 90405

Signing Officer

Name
Michael Flaherty
Title
Exec Director
Phone
3106252974
Signed
2021-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Dg Bookkeeping & Tax Edge LLC
Address
4330 BURNS AVENUE UNIT 102, LOS ANGELES, CA 90029
Preparer
GERRY V FERNANDO CRTP PhD
Phone
8188606339
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 34Advertising 638Employee Meals 835Insurance - Liability & D & O 4,452Membership Dues 730Merchant Fee 1,657Office Expense 813Website Maintenance 141Travel & Meetings 1,471Donations 737Taxes & Licenses 371”

Description of other assets Part II line 24

“Category Beginning of Year End of YearLoan Receivable 455 21,066”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCredit Card Payable - AMEX 2,861 2,629SBA EIDL Loan Payable 0 27,700”

Raw XML Appendix134 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL FLAHERTY
IRS990EZ/BooksInCareOfDetail/PhoneNum03106252974
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03231 OCEAN PARK BLVD UNIT 111
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA MONICA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01593
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06069
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2415
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt021847
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02112
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027165
IRS990EZ/GrossReceiptsAmt0104454
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt064
IRS990EZ/LandAndBuildingsGrp/EOYAmt030
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt099454
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-749
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-3164
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-749
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-3164
IRS990EZ/OccupancyRentUtltsAndMaintAmt034263
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt017500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL FLAHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0455
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021066
IRS990EZ/OtherExpensesTotalAmt011879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE EDUCATION AND HEALTH
IRS990EZ/PrintingPublicationsPostageAmt09864
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE CHILDREN, TEENS AND YOUNG ADULTS WITH DISABILITIES CUSTOMIZED INSTRUCTION IN THE SPORT OF SWIMMING IN ORDER TO DEVELOP AND ENHANCE THEIR STRENGHTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029016
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02861
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030329
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0106869
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0104454
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.swimwithheart.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0132483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0125609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0138159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0195323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0696029
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0696029
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0132483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0138159
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0195323
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0696029
IRS990ScheduleA/TotalSupportAmt0696029
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 34Advertising 638Employee Meals 835Insurance - Liability & D & O 4,452Membership Dues 730Merchant Fee 1,657Office Expense 813Website Maintenance 141Travel & Meetings 1,471Donations 737Taxes & Licenses 371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLoan Receivable 455 21,066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearCredit Card Payable - AMEX 2,861 2,629SBA EIDL Loan Payable 0 27,700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL FLAHERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03106252974
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWIM WITH HEART
ReturnHeader/Filer/BusinessNameControlTxt0SWIM
ReturnHeader/Filer/EIN0273650348
ReturnHeader/Filer/USAddress/AddressLine1Txt03231 OCEAN PARK BLVD STE 111
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844156240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DG BOOKKEEPING & TAX EDGE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04330 BURNS AVENUE UNIT 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090029
ReturnHeader/PreparerPersonGrp/PhoneNum08188606339
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERRY V FERNANDO CRTP PhD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-13T20:09:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLAHERTY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,165
Liabilities
$30,329
Net assets
-$3,164
Revenue
$104,454
Expenses
$106,869
Net income
-$2,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$2.82$1.61$3.24$3.15$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.13$2.83$1.70$2.81$3.07$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.17$2.61$1.44$1.92$2.78$0.86
2021Detailed filing. Detailed filing data is available for this year.$2.04$2.62$0.58$1.82$2.37$0.55
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.30$0.03$1.04$1.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.03$0.01$1.32$1.30$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.05$0.04$1.26$1.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.11$0.18$0.07$1.38$1.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.14$0.12$1.95$2.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.13$0.05$1.86$1.87$0.01