Civic Intelligence

Secure Water Alliance

990 • Fiscal year 2023 • EIN 93-1545129

Jan 01, 2023 to Dec 31, 2023 • Filed on Dec 04, 2024

Organization ProfileSECUREWATERALLIANCE.COM
201 N Harbor Blvd 206Fullerton, CA 92832

(909) 225-0095

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

53%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

95th percentile

$90,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 39.0% of source-year revenue.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

$121,359

No earlier filing loaded for comparison.

Net Assets

$121,259

No earlier filing loaded for comparison.

Liabilities

$100

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin96th percentile

Revenue

$230,595

No earlier filing loaded for comparison.

Expenses

$109,336

No earlier filing loaded for comparison.

Net Income

$121,259

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2023: $121,359Liabilities 2023: $100Net Assets 2023: $121,2592023Assets 2024: $57,336Net Assets 2024: $57,3362024

Highlighted filing

2023

Assets$121,359
Liabilities$100
Net Assets$121,259
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2023: $230,595Expenses 2023: $109,336Net Income 2023: $121,2592023Revenue 2024: $141,500Expenses 2024: $205,423Net Income 2024: -$63,9232024

Highlighted filing

2023

Revenue$230,595
Expenses$109,336
Net Income$121,259
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 4, 2024
Return Version
2023v5.1
Gross Receipts
$230,595
Mission and Program Overview

Mission

Swas purposes are to support smart water infrastructure that improves access to water for the people of southern california. Swa uses advocacy, communication, coalition-building, and other strategic approaches to build support for, and gain approval of, critically needed and well-planned water projects and systems.

SWAs purposes are to support smart water infrastructure that improves access to water for the people of Southern California. SWA uses advocacy, communication, coalition-building, and other strategic approaches to build support for, and gain approval of, critically needed and well-planned water projects and systems

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$121,359-
Loans From Officers Directors-$100-
Savings and Temporary Cash Investments-$0-
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 Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$121,359▲ $121,359
Other Assets Total-$0-
Liabilities
Total Liabilities$0$100▲ $100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$121,259-
Total Net Assets Fund Balance$0$121,259▲ $121,259
Total Liabilities and Net Assets / Fund Balance$0$121,359▲ $121,359
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard LambrosExecutive DirectorPT$90,000$90,000

Board Members and Trustees

NameTitle
Dave SoremPresident
Jeff MontejanoVice President
Ray BacaDirector
Scott SalandiDirector
Tracy HernandezDirector
Marci StanageSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$230,595
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$42,500
Change in Net Assets
$121,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$90,000
Other Expenses$19,336
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$90,000--$90,000
Advertising$7,500--$7,500
Fees for Services Other$7,290--$7,290
Fees for Services Legal$4,445--$4,445
Office Expenses-$86-$86
Other Expenses-$15-$15
Total Functional Expenses$109,235$101$0$109,336
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
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Richard LambrosEdManagement ServicesNo$90,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$100-
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
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
Yes
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, Part VI, Section B, Line 11B

“The 990 is reviewed by finance committee prior to filing.”

Form 990, Part VI, Section B, Line 15A

“The management services contract was reviewed, negotiated and approved by the independent members of the Board prior to implementation and distribution of payments”

Form 990, Part VI, Section C, Line 18

“The organizations Bylaws and filed 990s are available upon request”

Form 990, Part VI, Section C, Line 19

“The organizations Bylaws and filed 990s are available upon request”

Filing and Contact Details

Filer

Filer Name
Secure Water Alliance
EIN
93-1545129
Phone
9092250095
Address
201 N HARBOR BLVD 206, FULLERTON, CA 92832

Signing Officer

Name
Richard Lambros
Title
Executive Director
Signed
2024-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lambros
Formed
2023
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Stafford And Warren Cpas
Address
4041 MacArthur Blvd Suite 280, Newport Beach, CA 92660
Preparer
Roger Warren
Phone
9492501650
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0SECUREWATERALLIANCE.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LAMBROS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECURE WATER ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0931545129
ReturnHeader/Filer/PhoneNum09092250095
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 N HARBOR BLVD 206
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092832
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330783651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stafford And Warren Cpas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04041 MacArthur Blvd Suite 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09492501650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger Warren
ReturnHeader/ReturnTs02024-12-04T15:58:02-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$121,359
Liabilities
$100
Net assets
$121,259
Revenue
$230,595
Expenses
$109,336
Net income
$121,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.42$2.05$0.64
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$2.31$1.09$1.21