Civic Intelligence

Swimarin

990EZ • Fiscal year 2023 • EIN 94-2793866

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 20, 2024

24 San Marino DriveSan Rafael, CA 94901

(415) 608-9908

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

55th percentile

5.7%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

21%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$42,562

Up $4,748 (+13%) from 2022

Net Assets

Up

$42,562

Up $4,748 (+13%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$83,038

Up $14,546 (+21%) from 2022

Expenses

Up

$78,290

Up $1,603 (+2.1%) from 2022

Net Income

Up

$4,748

Up $12,943 (+158%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $4,101Liabilities 2011: $02011Assets 2012: $14,252Liabilities 2012: $02012Assets 2013: $9,652Liabilities 2013: $02013Assets 2014: $18,580Liabilities 2014: $02014Assets 2015: $33,639Liabilities 2015: $02015Assets 2016: $39,793Liabilities 2016: $02016Assets 2017: $39,098Liabilities 2017: $02017Assets 2018: $47,604Liabilities 2018: $02018Assets 2019: $45,812Liabilities 2019: $02019Assets 2020: $28,302Liabilities 2020: $02020Assets 2021: $44,673Net Assets 2021: $44,6732021Assets 2022: $37,814Net Assets 2022: $37,8142022Assets 2023: $42,562Net Assets 2023: $42,5622023Assets 2024: $59,569Net Assets 2024: $59,5692024

Highlighted filing

2023

Assets$42,562
Liabilities-
Net Assets$42,562

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $47,714Expenses 2011: $56,528Net Income 2011: -$8,8142011Revenue 2012: $72,317Expenses 2012: $62,166Net Income 2012: $10,1512012Revenue 2013: $70,766Expenses 2013: $75,366Net Income 2013: -$4,6002013Revenue 2014: $71,315Expenses 2014: $62,387Net Income 2014: $8,9282014Revenue 2015: $73,307Expenses 2015: $58,248Net Income 2015: $15,0592015Revenue 2016: $71,898Expenses 2016: $65,744Net Income 2016: $6,1542016Revenue 2017: $73,692Expenses 2017: $74,387Net Income 2017: -$6952017Revenue 2018: $71,899Expenses 2018: $63,393Net Income 2018: $8,5062018Revenue 2019: $81,955Expenses 2019: $83,747Net Income 2019: -$1,7922019Revenue 2020: $31,491Expenses 2020: $49,001Net Income 2020: -$17,5102020Revenue 2021: $36,915Expenses 2021: $20,544Net Income 2021: $16,3712021Revenue 2022: $68,492Expenses 2022: $76,687Net Income 2022: -$8,1952022Revenue 2023: $83,038Expenses 2023: $78,290Net Income 2023: $4,7482023Revenue 2024: $113,886Expenses 2024: $96,879Net Income 2024: $17,0072024

Highlighted filing

2023

Revenue$83,038
Expenses$78,290
Net Income$4,748
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 20, 2024
Return Version
2023v4.0
Gross Receipts
$88,627
Mission and Program Overview

Mission

SWIM CLUB ORGANIZATION.

A fun, family and community based swim program.

Program Services

DescriptionGrantsExpenses
Swim lessons and competitions.-$77,327
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gail EshPresidentPT$0--
Matt EshPresidentPT$0--
Stephen RothTreasurer-$0--
Molly NuteSecretary-$0--
Evan SimsDirector-$0--
Ashley LyonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Swimarin
EIN
94-2793866
Phone
4156089908
Address
24 San Marino Drive, San Rafael, CA 94901

Signing Officer

Name
Stephen Roth
Title
Treasurer
Signed
2024-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Elizabeth K Steppe
Address
317 Morningside Dr SE, Albuquerque, NM 87108
Preparer
Elizabeth K Steppe CPA
Phone
5103750648
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1179

Other Expenses.1012

Insurance $3531

Other Expenses.1

Awards $2625

Other Expenses.2

Dues $1072

Other Expenses.3

Professional Development $719

Other Expenses.4

Bank Fees $684

Other Expenses.5

Payroll fees $615

Other Expenses.6

Software $208

Other Expenses.7

Website $62

Other Expenses.8

Recruiting $50

Other Expenses.9

Licenses $20

Raw XML Appendix191 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/PersonNm0Stephen Roth
IRS990EZ/BooksInCareOfDetail/PhoneNum04156089908
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024 San Marino Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Rafael
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042562
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07704
IRS990EZ/CostOfGoodsSoldAmt01990
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04748
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037814
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042562
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04050
IRS990EZ/GrossReceiptsAmt088627
IRS990EZ/GrossSalesOfInventoryAmt06040
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037814
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042562
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037814
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042562
IRS990EZ/OccupancyRentUtltsAndMaintAmt011721
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gail Esh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matt Esh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephen Roth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Molly Nute
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Evan Sims
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ashley Lyon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010765
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0A fun, family and community based swim program.
IRS990EZ/ProgramServiceRevenueAmt074878
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Swim lessons and competitions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt077327
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt055804
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03599
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3599
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt078290
IRS990EZ/TotalProgramServiceExpensesAmt077327
IRS990EZ/TotalRevenueAmt083038
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.swimarin.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0289251
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0308816
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068488
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036915
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085288
IRS990ScheduleA/Total509Grp/TotalAmt0308816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085288
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0308825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Awards $2625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $1072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Professional Development $719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Fees $684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll fees $615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Software $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website $62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Recruiting $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Licenses $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen Roth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swimarin
ReturnHeader/Filer/BusinessNameControlTxt0SWIM
ReturnHeader/Filer/EIN0942793866
ReturnHeader/Filer/PhoneNum04156089908
ReturnHeader/Filer/USAddress/AddressLine1Txt024 San Marino Drive
ReturnHeader/Filer/USAddress/CityNm0San Rafael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Elizabeth K Steppe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 Morningside Dr SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087108
ReturnHeader/PreparerPersonGrp/PhoneNum05103750648
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth K Steppe CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-20T15:34:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Roth
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings