Civic Intelligence

Swim with Mike Foundation

990 • Fiscal year 2023 • EIN 85-4007132

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileSWIMWITHMIKE.ORG
PO Box 51000Pasadena, CA 91115

(626) 390-7675

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$9,109,229

Flat from 2023

Net Assets

Flat

$9,089,623

Flat from 2023

Liabilities

Flat

$19,606

Flat from 2023

Revenue And Expenses

Revenue

Flat

$1,527,952

Flat from 2023

Expenses

Flat

$1,069,880

Flat from 2023

Net Income

Flat

$458,072

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2020: $6,300,095Liabilities 2020: $0Net Assets 2020: $6,300,0952020Assets 2021: $8,897,922Liabilities 2021: $0Net Assets 2021: $8,897,9222021Assets 2022: $9,245,892Liabilities 2022: $9,958Net Assets 2022: $9,235,9342022Assets 2023: $9,109,229Liabilities 2023: $19,606Net Assets 2023: $9,089,6232023Assets 2023: $9,109,229Liabilities 2023: $19,606Net Assets 2023: $9,089,6232023Assets 2024: $10,392,276Liabilities 2024: $7,836Net Assets 2024: $10,384,4402024

Highlighted filing

2023

Assets$9,109,229
Liabilities$19,606
Net Assets$9,089,623
Open 2023 Filing

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2020: $6,307,254Expenses 2020: $7,159Net Income 2020: $6,300,0952020Revenue 2021: $3,399,976Expenses 2021: $802,148Net Income 2021: $2,597,8282021Revenue 2022: $1,395,397Expenses 2022: $1,057,385Net Income 2022: $338,0122022Revenue 2023: $1,527,952Expenses 2023: $1,069,880Net Income 2023: $458,0722023Revenue 2023: $1,527,952Expenses 2023: $1,069,880Net Income 2023: $458,0722023Revenue 2024: $1,581,692Expenses 2024: $1,235,065Net Income 2024: $346,6272024

Highlighted filing

2023

Revenue$1,527,952
Expenses$1,069,880
Net Income$458,072
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$1,570,496
Mission and Program Overview

Mission

Provide financial resources for advanced education that paves the way for physically challenged athletes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$7,702,639-
Investments in Publicly Traded Securities$5,960,724$0▼ $5,960,724
Cash and Non-Interest-Bearing Accounts$248,654$1,400,466▲ $1,151,812
Savings and Temporary Cash Investments$1,338,747$0▼ $1,338,747
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,552,125$9,109,229▲ $1,557,104
Other Assets Total$4,000$6,124▲ $2,124
Liabilities
Accounts Payable and Accrued Expenses$9,958$19,606▲ $9,648
Total Liabilities$9,958$19,606▲ $9,648
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,948,719$5,089,062▲ $140,343
Net Assets Without Donor Restrictions$2,593,448$4,000,561▲ $1,407,113
Total Net Assets Fund Balance$7,542,167$9,089,623▲ $1,547,456
Total Liabilities and Net Assets / Fund Balance$7,552,125$9,109,229▲ $1,557,104
Compensation and Service Providers

Employees

NameTitleBaseTotal
Ron OrrExecutive Director$74,713$74,713

Board Members and Trustees

NameTitle
Mike NyeholtChairman
Neil MacreadyPresident
Daryl HolmlundDirector
Fred UytengsuDirector
Greg HargraveDirector
Mara Hunter ReddenDirector
Natalie BuchozDirector
Nicholas EnriquezDirector
Jennifer JohnsonSecretary
Scot OblerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,338,098
Program Service Revenue
$0
Investment Income
$189,854
Other Revenue
$0
All Other Contributions
$1,338,098
Change in Net Assets
$458,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$592,950
Other Expenses$308,365
Salaries, Compensation, and Employee Benefits$168,565
Total Fundraising Expense$152,243
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$592,950--$592,950
Comp Disqual Persons$39,764-$54,088$93,852
Current Officers, Directors, Trustees, and Key Employees$65,613$9,100-$74,713
Fees for Service Investment Mgmnt Fees$26,723$15,695-$42,418
Occupancy$16,193$5,964$10,795$32,952
Fees for Services Accounting$1,108$26,160$556$27,824
Fees for Services Other$4,071-$16,093$20,164
Insurance$5,689$8,191$2,856$16,736
Travel$2,607$11,349-$13,956
Other Expenses$17,708$13,834$11,831$13,834
All Other Expenses$6,071$957$5,861$12,889
Office Expenses$624$6,376-$7,000
Advertising--$1,720$1,720
Total Functional Expenses$813,686$103,951$152,243$1,069,880
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Swim With Mike Foundation
EIN
85-4007132
Phone
6263907675
Address
PO BOX 51000, PASADENA, CA 91115

Signing Officer

Name
Neil Macready
Title
President
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil Macready
Formed
2020
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
James F Hundshamer CPA
Address
223 South Glendora Avenue Suite 101, Glendora, CA 91741
Preparer
James Hundshamer
Phone
6269631222
Raw XML AppendixShowing 400 of 458 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09958
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019606
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE FINANCIAL RESOURCES FOR ADVANCED EDUCATION THAT PAVES THE WAY FOR PHYSICALLY CHALLENGED ATHLETES
IRS990/AdvertisingGrp/FundraisingAmt01720
IRS990/AdvertisingGrp/TotalAmt01720
IRS990/AllOtherContributionsAmt01338098
IRS990/AllOtherExpensesGrp/FundraisingAmt05861
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0957
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06071
IRS990/AllOtherExpensesGrp/TotalAmt012889
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0RON ORR
IRS990/BooksInCareOfDetail/PhoneNum06263907675
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 51000
IRS990/BooksInCareOfDetail/USAddress/CityNm0PASADENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091115
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0248654
IRS990/CashNonInterestBearingGrp/EOYAmt01400466
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09100
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt065613
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt074713
IRS990/CompDisqualPersonsGrp/FundraisingAmt054088
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt039764
IRS990/CompDisqualPersonsGrp/TotalAmt093852
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01338098
IRS990/CYGrantsAndSimilarPaidAmt0592950
IRS990/CYInvestmentIncomeAmt0189854
IRS990/CYOtherExpensesAmt0308365
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0458072
IRS990/CYSalariesCompEmpBnftPaidAmt0168565
IRS990/CYTotalExpensesAmt01069880
IRS990/CYTotalFundraisingExpenseAmt0152243
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01527952
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SUPPORT SCHOLARSHIP RECIPIENTS AT UNIVERSITIES NATIONWIDE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04948719
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05089062
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0813686
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0556
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt026160
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01108
IRS990/FeesForServicesAccountingGrp/TotalAmt027824
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt016093
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04071
IRS990/FeesForServicesOtherGrp/TotalAmt020164
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt015695
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt026723
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt042418
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0RON ORR
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE NYEHOLT
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOT OBLER
IRS990/Form990PartVIISectionAGrp/PersonNm3NEIL MACREADY
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5NATALIE BUCHOZ
IRS990/Form990PartVIISectionAGrp/PersonNm6NICHOLAS ENRIQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm7GREG HARGRAVE
IRS990/Form990PartVIISectionAGrp/PersonNm8DARYL HOLMLUND
IRS990/Form990PartVIISectionAGrp/PersonNm9MARA HUNTER REDDEN
IRS990/Form990PartVIISectionAGrp/PersonNm10FRED UYTENGSU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt074713
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-2866
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0592950
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0592950
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039678
IRS990/GrossReceiptsAmt01570496
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt02856
IRS990/InsuranceGrp/ManagementAndGeneralAmt08191
IRS990/InsuranceGrp/ProgramServicesAmt05689
IRS990/InsuranceGrp/TotalAmt016736
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0192720
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0192720
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07702639
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05960724
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt042544
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FINANCIAL RESOURCES FOR ADVANCED EDUCATION THAT PAVES THE WAY FOR PHYSICALLY CHALLENGED ATHLETES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07542167
IRS990/NetAssetsOrFundBalancesEOYAmt09089623
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2866
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2866
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01089384
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02593448
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04000561
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt010795
IRS990/OccupancyGrp/ManagementAndGeneralAmt05964
IRS990/OccupancyGrp/ProgramServicesAmt016193
IRS990/OccupancyGrp/TotalAmt032952
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06376
IRS990/OfficeExpensesGrp/ProgramServicesAmt0624
IRS990/OfficeExpensesGrp/TotalAmt07000
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04000
IRS990/OtherAssetsTotalGrp/EOYAmt06124
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2COMPUER EXP
IRS990/OtherExpensesGrp/Desc3MERCHANT FEES
IRS990/OtherExpensesGrp/FundraisingAmt011521
IRS990/OtherExpensesGrp/FundraisingAmt136922
IRS990/OtherExpensesGrp/FundraisingAmt211831
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14405
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213834
IRS990/OtherExpensesGrp/ProgramServicesAmt034565
IRS990/OtherExpensesGrp/ProgramServicesAmt117708
IRS990/OtherExpensesGrp/TotalAmt048006
IRS990/OtherExpensesGrp/TotalAmt136922
IRS990/OtherExpensesGrp/TotalAmt233944
IRS990/OtherExpensesGrp/TotalAmt313834
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0NEIL MACREADY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01229177
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0166220
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0953314
IRS990/PYRevenuesLessExpensesAmt0338012
IRS990/PYSalariesCompEmpBnftPaidAmt0104071
IRS990/PYTotalExpensesAmt01057385
IRS990/PYTotalRevenueAmt01395397
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0458072
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01338747
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01338098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01229177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03046316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06410239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012023830
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0189854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0166220
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0353660
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0709734
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0189854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0166220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0353660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0709734
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt012023830
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01338098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01229177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03046316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06410239
IRS990ScheduleA/Total509Grp/TotalAmt012023830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01527952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01395397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03399976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06410239
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012733564
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/TotalBookValueSecuritiesAmt07702639
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07552125
IRS990/TotalAssetsEOYAmt09109229
IRS990/TotalAssetsGrp/BOYAmt07552125
IRS990/TotalAssetsGrp/EOYAmt09109229
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01338098
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0152243
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0103951
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0813686

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,109,229
Liabilities
$19,606
Net assets
$9,089,623
Revenue
$1,527,952
Expenses
$1,069,880
Net income
$458,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.01$10.4$1.58$1.24$0.35
2023Detailed filing. Detailed filing data is available for this year.$9.11$0.02$9.09$1.53$1.07$0.46
2023Detailed filing. Detailed filing data is available for this year.$9.11$0.02$9.09$1.53$1.07$0.46
2022Detailed filing. Detailed filing data is available for this year.$9.25$0.01$9.24$1.40$1.06$0.34
2021Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$3.40$0.80$2.60
2020Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$6.31$0.01$6.30