Civic Intelligence

Westgate Cabana Club

EIN 94-1626721 • 501(c)4 • San Jose, CA

Profile

Provide swimming pool, swim lessons, and swim team for the community

4750 Bucknall RoadSan Jose, CA 95130

www.westgatecabana.com

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

56th percentile

5.0%

Higher net margin than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

13%

Faster revenue growth than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$164,817

Up $62,057 (+60%) from 2023

Liabilities

Up

$5,319

Up $4,158 (+358%) from 2023

Net Assets

Up

$159,498

Up $57,899 (+57%) from 2023

Revenue

Up

$317,337

Up $2,167 (+0.7%) from 2023

Expenses

Down

$259,350

Down $40,187 (-13%) from 2023

Net Income

Up

$57,987

Up $42,354 (+271%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $85,842Liabilities 2011: $67,5962011Assets 2012: $95,081Liabilities 2012: $47,5372012Assets 2013: $88,647Liabilities 2013: $18,0422013Assets 2014: $78,033Liabilities 2014: $2,9042014Assets 2015: $78,116Liabilities 2015: $4842015Assets 2016: $118,943Liabilities 2016: $5052016Assets 2017: $132,294Liabilities 2017: $64Net Assets 2017: $132,2292017Assets 2018: $157,925Liabilities 2018: $661Net Assets 2018: $157,2642018Assets 2019: $187,386Liabilities 2019: $520Net Assets 2019: $186,8662019Assets 2020: $144,554Liabilities 2020: $3282020Assets 2021: $205,414Liabilities 2021: $562Net Assets 2021: $204,8522021Assets 2022: $85,945Liabilities 2022: $0Net Assets 2022: $85,9452022Assets 2023: $102,760Liabilities 2023: $1,161Net Assets 2023: $101,5992023Assets 2024: $164,817Liabilities 2024: $5,319Net Assets 2024: $159,4982024

Highlighted filing

2024

Assets$164,817
Liabilities$5,319
Net Assets$159,498

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $108,640Expenses 2011: $86,672Net Income 2011: $21,9682011Revenue 2012: $149,384Expenses 2012: $120,412Net Income 2012: $28,9722012Revenue 2013: $188,737Expenses 2013: $165,640Net Income 2013: $23,0972013Revenue 2014: $200,692Expenses 2014: $196,288Net Income 2014: $4,4042014Revenue 2015: $197,195Expenses 2015: $197,577Net Income 2015: -$3822015Revenue 2016: $210,641Expenses 2016: $170,896Net Income 2016: $39,7452016Revenue 2017: $212,112Expenses 2017: $198,161Net Income 2017: $13,9512017Revenue 2018: $211,834Expenses 2018: $187,324Net Income 2018: $24,5102018Revenue 2019: $200,492Expenses 2019: $171,210Net Income 2019: $29,2822019Revenue 2020: $59,880Expenses 2020: $102,620Net Income 2020: -$42,7402020Revenue 2021: $227,707Expenses 2021: $167,082Net Income 2021: $60,6252021Revenue 2022: $278,848Expenses 2022: $397,726Net Income 2022: -$118,8782022Revenue 2023: $315,170Expenses 2023: $299,537Net Income 2023: $15,6332023Revenue 2024: $317,337Expenses 2024: $259,350Net Income 2024: $57,9872024

Highlighted filing

2024

Revenue$317,337
Expenses$259,350
Net Income$57,987

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.05$1.59$3.17$2.59$0.58
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$3.15$3.00$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$2.79$3.98$1.19
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.05$2.28$1.67$0.61
2020Summary only. Only limited summary data is available for this year.$1.45$0.00$0.60$1.03$0.43
2019Summary only. Only limited summary data is available for this year.$1.87$0.01$1.87$2.00$1.71$0.29
2018Summary only. Only limited summary data is available for this year.$1.58$0.01$1.57$2.12$1.87$0.25
2017Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$2.12$1.98$0.14
2016Summary only. Only limited summary data is available for this year.$1.19$0.01$2.11$1.71$0.40
2015Summary only. Only limited summary data is available for this year.$0.78$0.00$1.97$1.98$0.00
2014Summary only. Only limited summary data is available for this year.$0.78$0.03$2.01$1.96$0.04
2013Summary only. Only limited summary data is available for this year.$0.89$0.18$1.89$1.66$0.23
2012Summary only. Only limited summary data is available for this year.$0.95$0.48$1.49$1.20$0.29
2011Summary only. Only limited summary data is available for this year.$0.86$0.68$1.09$0.87$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 22, 2025
Return Version
2024v5.0
Gross Receipts
$317,337
Mission and Program Overview

Mission

Provide swimming pool, swim lessons, and swim team for the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$102,760$164,817▲ $62,057
Rtn Earn Endowment Incm Other Fnds$101,599$159,498▲ $57,899
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$102,760$164,817▲ $62,057
Liabilities
Unsecured Notes Loans Payable$1,161$5,319▲ $4,158
Total Liabilities$1,161$5,319▲ $4,158
Net Assets / Fund Balance
Total Net Assets Fund Balance$101,599$159,498▲ $57,899
Total Liabilities and Net Assets / Fund Balance$102,760$164,817▲ $62,057
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kurt SchumacherPresident
Steve CorriveauAquatics Director
Chrissy HelmerCommunications Director
Delia GeeFacilities Director
Vikram KarathMembership Director
Randy ParkerPool Operations Director
Claudia SmithSwim Team Director
Ohad BenjaminTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$315,586
Investment Income
$1,751
Other Revenue
$0
Change in Net Assets
$57,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$131,278
Other Expenses$128,072
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$116,860--$116,860
Other Expenses$34,368$0$0$34,368
Occupancy$32,668--$32,668
Payroll Taxes$14,418--$14,418
Insurance$7,187--$7,187
Information Technology$6,196--$6,196
All Other Expenses$3,396--$3,396
Office Expenses$878--$878
Total Functional Expenses$259,350$0$0$259,350
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
Yes
Subject to proxy tax
Yes
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 A, Line 6

Membership based swim club who elect the governing body (Board of Directors)

Form 990, Part VI, Section A, Line 7A

Membership based swim club who elect the governing body (Board of Directors)

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

Reviewed in Board Meeting

Form 990, Part VI, Section C, Line 19

via website www.westgatecabana.com

Filing and Contact Details

Filer

Filer Name
Westgate Cabana Club
EIN
94-1626721
Phone
4083784181
Address
4750 Bucknall Road, San Jose, CA 95130

Signing Officer

Name
Kurt Schumacher
Title
President
Phone
5103640472
Signed
2025-03-22

Organization Details

Principal Officer
Kurt Schumacher
Formed
1964
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
34
Volunteers
12
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Maintenance and Repairs

Form 990, Part XI, Line 9

Reconciliation Discrepancies

Raw XML Appendix374 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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IRS990/AllOtherExpensesGrp/TotalAmt03396
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Kurt Schumacher
IRS990/BooksInCareOfDetail/PhoneNum05103640472
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04750 Bucknall Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Jose
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095130
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0102760
IRS990/CashNonInterestBearingGrp/EOYAmt0164817
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01751
IRS990/CYOtherExpensesAmt0128072
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0315586
IRS990/CYRevenuesLessExpensesAmt057987
IRS990/CYSalariesCompEmpBnftPaidAmt0131278
IRS990/CYTotalExpensesAmt0259350
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0317337
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Provided Swimming Pool for 220 families and their guests
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt034
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0205111
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72
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IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/PersonNm0Claudia Smith
IRS990/Form990PartVIISectionAGrp/PersonNm1Vikram Karath
IRS990/Form990PartVIISectionAGrp/PersonNm2Randy Parker
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IRS990/Form990PartVIISectionAGrp/PersonNm4Chrissy Helmer
IRS990/Form990PartVIISectionAGrp/PersonNm5Ohad Benjamin
IRS990/Form990PartVIISectionAGrp/PersonNm6Steve Corriveau
IRS990/Form990PartVIISectionAGrp/PersonNm7Delia Gee
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0Swim Team Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Membership Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Pool Operations Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Communications Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Aquatics Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Facilities Director
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership based swim club who elect the governing body (Board of Directors)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership based swim club who elect the governing body (Board of Directors)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reviewed in Board Meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3via website www.westgatecabana.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Maintenance and Repairs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reconciliation Discrepancies
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0102760
IRS990/TotalAssetsEOYAmt0164817
IRS990/TotalAssetsGrp/BOYAmt0102760
IRS990/TotalAssetsGrp/EOYAmt0164817
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0259350
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259350
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01161
IRS990/TotalLiabilitiesEOYAmt05319
IRS990/TotalLiabilitiesGrp/BOYAmt01161
IRS990/TotalLiabilitiesGrp/EOYAmt05319
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0101599
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0159498
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0259350
IRS990/TotalProgramServiceRevenueAmt0315586
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0317337
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0317337
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0102760
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0164817
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01161
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt05319
IRS990/USAddress/AddressLine1Txt02027 Elmgrove Lane
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095130
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.westgatecabana.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kurt Schumacher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05103640472
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTGATE CABANA CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0941626721
ReturnHeader/Filer/PhoneNum04083784181
ReturnHeader/Filer/USAddress/AddressLine1Txt04750 Bucknall Road
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-04-05T07:20:40-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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