Civic Intelligence

Oaktree Sharks Swim Team

EIN 85-2516449 • 501(c)7 • San Jose, CA

Profile

Summer Swim Team for Children

1249 Dorchester LaneSan Jose, CA 95118

oaktreesharks.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

85th percentile

24%

Higher net margin than 85% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

98th percentile

235%

Faster asset growth than 98% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

47%

Faster revenue growth than 90% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,724

Up $15,234 (+235%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,724

Up $15,434 (+245%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$63,050

Up $20,083 (+47%) from 2023

Expenses

Up

$47,616

Up $4,716 (+11%) from 2023

Net Income

Up

$15,434

Up $15,367 (+22936%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$30K$20K$10K$0Assets 2021: $8,545Liabilities 2021: $930Net Assets 2021: $7,6152021Assets 2022: $6,298Liabilities 2022: $75Net Assets 2022: $6,2232022Assets 2023: $6,490Liabilities 2023: $200Net Assets 2023: $6,2902023Assets 2024: $21,724Net Assets 2024: $21,7242024

Highlighted filing

2024

Assets$21,724
Liabilities-
Net Assets$21,724
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2021: $18,841Expenses 2021: $11,226Net Income 2021: $7,6152021Revenue 2022: $32,727Expenses 2022: $34,119Net Income 2022: -$1,3922022Revenue 2023: $42,967Expenses 2023: $42,900Net Income 2023: $672023Revenue 2024: $63,050Expenses 2024: $47,616Net Income 2024: $15,4342024

Highlighted filing

2024

Revenue$63,050
Expenses$47,616
Net Income$15,434
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$21,724
Liabilities
-
Net assets
$21,724
Revenue
$63,050
Expenses
$47,616
Net income
$15,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.7$21.7$63.1$47.6$15.4
2023Detailed filing. Detailed filing data is available for this year.$6.49$0.20$6.29$43.0$42.9$0.07
2022Detailed filing. Detailed filing data is available for this year.$6.30$0.08$6.22$32.7$34.1$1.39
2021Detailed filing. Detailed filing data is available for this year.$8.55$0.93$7.62$18.8$11.2$7.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 25, 2025
Return Version
2024v5.0
Gross Receipts
$63,050
Mission and Program Overview

Mission

Summer Swim Team for Children

Program Services

DescriptionGrantsExpenses
501(c)7 Social and Recreational Summer Swim Team--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth WestgatePresidentPT$0--
Jennifer Siress-McCelleisTreasurerPT$0--
YingYing MastSecretary-$0--
Rommellyn FisherVice President-$0--
Filing and Contact Details

Filer

Filer Name
Oaktree Sharks Swim Team
EIN
85-2516449
Address
1249 Dorchester Lane, San Jose, CA 95118

Signing Officer

Name
Elizabeth Westgate
Title
President
Signed
2025-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Siress Group Inc
Address
1047 Lincoln Ave Suite 201, San Jose, CA 95125
Preparer
Jennifer Siress-McCelleis
Phone
4082942225
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $4592”

Other Expenses.1012

“Insurance $1628”

Other Expenses.1

“Events $2570”

Other Expenses.2

“Photography $1516”

Other Expenses.3

“Supplies $717”

Other Expenses.4

“Bank Fees $16”

Total Liabilities.1

“Payroll Taxes payable - Beginning $200 Payroll Taxes payable - Ending $0”

Raw XML Appendix117 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/PersonNm0Jennifer Siress-McCelleis
IRS990EZ/BooksInCareOfDetail/PhoneNum04082090047
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01281 Weathersfield Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06490
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021724
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015434
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06490
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021724
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt063050
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt063050
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021724
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06290
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021724
IRS990EZ/OccupancyRentUtltsAndMaintAmt010800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Westgate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Siress-McCelleis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2YingYing Mast
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rommellyn Fisher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011039
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Summer Swim Team for Children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0501(c)7 Social and Recreational Summer Swim Team
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025227
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0200
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047616
IRS990EZ/TotalRevenueAmt063050
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0Oaktreesharks.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $4592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Events $2570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Photography $1516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll Taxes payable - Beginning $200 Payroll Taxes payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Westgate
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oaktree Sharks Swim Team
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0852516449
ReturnHeader/Filer/USAddress/AddressLine1Txt01249 Dorchester Lane
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481287763
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Siress Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01047 Lincoln Ave Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum04082942225
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Siress-McCelleis
ReturnHeader/ReturnTs02025-02-26T16:02:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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