Civic Intelligence

Swimming with a Mission Inc

EIN 81-4476050 • 501(c)3 • Bedford, NH

Profile

To help and honor veterans

1 Hardy Road 127Bedford, NH 03110

www.swimwithamission.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,656,551

Up $322,960 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,656,551

Up $322,960 (+24%) from 2023

Revenue

Up

$2,394,880

Up $273,757 (+13%) from 2023

Expenses

Up

$2,078,655

Up $217,554 (+12%) from 2023

Net Income

Up

$316,225

Up $56,203 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $26,862Liabilities 2017: $0Net Assets 2017: $26,8622017Assets 2018: $98,695Liabilities 2018: $20,000Net Assets 2018: $78,6952018Assets 2019: $104,249Liabilities 2019: $10,000Net Assets 2019: $94,2492019Assets 2020: $214,338Liabilities 2020: $0Net Assets 2020: $214,3382020Assets 2021: $1,000,015Liabilities 2021: $0Net Assets 2021: $1,000,0152021Assets 2022: $1,014,292Liabilities 2022: $0Net Assets 2022: $1,014,2922022Assets 2023: $1,333,591Liabilities 2023: $0Net Assets 2023: $1,333,5912023Assets 2024: $1,656,551Liabilities 2024: $0Net Assets 2024: $1,656,5512024

Highlighted filing

2024

Assets$1,656,551
Liabilities$0
Net Assets$1,656,551

Operations Trend

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

$6.0M$4.0M$2.0M$0Revenue 2017: $336,962Expenses 2017: $310,100Net Income 2017: $26,8622017Revenue 2018: $672,764Expenses 2018: $620,931Net Income 2018: $51,8332018Revenue 2019: $779,624Expenses 2019: $764,392Net Income 2019: $15,2322019Revenue 2020: $4,376,712Expenses 2020: $4,268,154Net Income 2020: $108,5582020Revenue 2021: $1,985,165Expenses 2021: $1,204,053Net Income 2021: $781,1122021Revenue 2022: $1,645,780Expenses 2022: $1,532,158Net Income 2022: $113,6222022Revenue 2023: $2,121,123Expenses 2023: $1,861,101Net Income 2023: $260,0222023Revenue 2024: $2,394,880Expenses 2024: $2,078,655Net Income 2024: $316,2252024

Highlighted filing

2024

Revenue$2,394,880
Expenses$2,078,655
Net Income$316,225

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.0
Gross Receipts
$3,022,906
Mission and Program Overview

Mission

To help and honor veterans

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$974,570$1,291,510▲ $316,940
Savings and Temporary Cash Investments$189,379$187,284▼ $2,095
Intangible Assets$113,750$98,750▼ $15,000
Cash and Non-Interest-Bearing Accounts$55,892$79,007▲ $23,115
Total Assets$1,333,591$1,656,551▲ $322,960
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,333,591$1,656,551▲ $322,960
Total Net Assets Fund Balance$1,333,591$1,656,551▲ $322,960
Total Liabilities and Net Assets / Fund Balance$1,333,591$1,656,551▲ $322,960
Compensation and Service Providers

Board Members and Trustees

NameTitle
Philip TaubChair & Co-f
Andy CrewsDirector
Angelo MazzellaDirector
Jeff HiattDirector
Kelly AyotteDirector
Mark AquilinoDirector
Sal DefrancoDirector
Steve TalaricoDirector
Todd WheatleyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,191,701
Program Service Revenue
$0
Investment Income
$90,317
Other Revenue
$112,862
Change in Net Assets
$316,225

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table5$36,000Fair Market Value
Food Inventory5$24,500Fair Market Value
Other Non Cash Contri Table6$17,905Fair Market Value
Total Noncash Contributions16$78,405-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,386,716
Revenue Not Reported on Financial Statements
$8,164
Revenue Not Reported on Form 990
$6,735
Total Revenue per Audited Statements
$2,393,451
Total Revenue per Form 990
$2,394,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,714,113
Salaries, Compensation, and Employee Benefits$232,906
Other Expenses$131,636
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,714,113--$1,714,113
Other Salaries and Wages$193,846--$193,846
Office Expenses$44,967--$44,967
Fees for Services Other$30,000--$30,000
Payroll Taxes$20,068--$20,068
Other Employee Benefits$18,992--$18,992
Depreciation Depletion$14,925$75-$15,000
Fees for Services Accounting-$10,210-$10,210
Insurance$10,147--$10,147
Fees for Service Investment Mgmnt Fees-$8,164-$8,164
Other Expenses$5,600--$5,600
Advertising$5,295--$5,295
Travel$2,253--$2,253
Total Functional Expenses$2,060,206$18,449$0$2,078,655

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,078,655
Expenses per Audited Statements$2,070,491
Total Expenses per Audited Statements$2,070,491
Expenses Not Reported on Financial Statements$8,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Navy Seal MuseumFort Pierce, FL501c3Operations$750,000
Operation Delta DogHollis, NH501c3Operations$186,500
Camp ResilienceGilford, NH501c3Operations$185,000
Northeast PassageDurham, NH501c3Operations$102,000
Hero PupsStratham, NH501c3Operations$80,000
Currier Museum of ArtManchester, NH501c3Operations$75,000
Veterans CountManchester, NH501c3Operations$50,000
Equine Immersion ProjectLyndeborough, NHGovtOperations$45,000
Harbor Homes IncNashua, NH501c3Operations$40,000
Liberty HouseManchester, NH501c3Operations$40,000
Met Foundation IncIndianapolis, IN501c3Operations$40,000
At Liberty ConnectionsSouthport, NC501c3Operations$25,000
Hidden BattlesLowell, MA501c3Operations$25,000
Warrior Health FoundationJupiter, FL501c3Operations$25,000
Azimuth Check FoundationBethlehem, NH501c3Operations$10,000
Homeland HeroesSalem, NH501c3Operations$10,000
Skeleton Crew AdventuresHouston, TX501c3Operations$10,000
Vouchers for VeteransRochester, NH501c3Operations$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$619,455
Fundraising Direct Expenses$487,721
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Swim With a Mis$2,811,156$619,455$255,044$364,411
Total Events$2,811,156$619,455$487,721$131,734
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reveiwed by the treasurer prior to filing.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policy is reviewed annually.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Swimming With a Mission Inc
EIN
81-4476050
Phone
6036284038
Address
1 HARDY ROAD 127, BEDFORD, NH 03110

Signing Officer

Name
Philip Taub
Title
Chair & Co-founder
Phone
6036284038
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Taub
Formed
2017
Legal Domicile
Nh
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
300

Preparer

Firm
Paolilli Jarek Hession & Pare LLC
Address
62 STARK STREET, MANCHESTER, NH 03101-1970
Preparer
Gerald F Paolilli CPA
Phone
6036695477
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16OPERATIONS

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