Civic Intelligence

Montclair Swim Team Association Inc

EIN 94-3242365 • 501(c)3 • Berkeley, CA

Profile

The montclair swim team is a children's swim team offering training and competition.

P O Box 9251Berkeley, CA 94709

montclairswimteam.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

36th percentile

-4.8%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.9%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-41%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$146,505

Down $5,910 (-3.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$146,505

Down $5,910 (-3.9%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Down

$122,713

Down $85,725 (-41%) from 2023

Expenses

Down

$128,623

Down $18,848 (-13%) from 2023

Net Income

Down

-$5,910

Down $66,877 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$200K$150K$100K$50K$0Assets 2010: $41,282Liabilities 2010: $02010Assets 2011: $19,243Liabilities 2011: $02011Assets 2012: $28,207Liabilities 2012: $02012Assets 2013: $37,669Liabilities 2013: $02013Assets 2014: $57,391Net Assets 2014: $57,3912014Assets 2015: $65,156Net Assets 2015: $65,1562015Assets 2016: $84,895Net Assets 2016: $84,8952016Assets 2017: $110,295Liabilities 2017: $3,148Net Assets 2017: $107,1472017Assets 2018: $104,477Net Assets 2018: $104,4772018Assets 2019: $114,364Net Assets 2019: $114,3642019Assets 2020: $76,561Net Assets 2020: $76,5612020Assets 2021: $41,810Net Assets 2021: $41,8102021Assets 2022: $91,448Net Assets 2022: $91,4482022Assets 2023: $152,415Liabilities 2023: $0Net Assets 2023: $152,4152023Assets 2024: $146,505Net Assets 2024: $146,5052024

Highlighted filing

2024

Assets$146,505
Liabilities-
Net Assets$146,505
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $72,338Expenses 2010: $92,219Net Income 2010: -$19,8812010Revenue 2011: $60,654Expenses 2011: $83,970Net Income 2011: -$23,3162011Revenue 2012: $104,396Expenses 2012: $95,432Net Income 2012: $8,9642012Revenue 2013: $102,088Expenses 2013: $92,626Net Income 2013: $9,4622013Revenue 2014: $116,602Expenses 2014: $96,880Net Income 2014: $19,7222014Revenue 2015: $105,531Expenses 2015: $97,766Net Income 2015: $7,7652015Revenue 2016: $119,684Expenses 2016: $99,945Net Income 2016: $19,7392016Revenue 2017: $113,331Expenses 2017: $91,079Net Income 2017: $22,2522017Revenue 2018: $105,517Expenses 2018: $108,187Net Income 2018: -$2,6702018Revenue 2019: $112,896Expenses 2019: $103,009Net Income 2019: $9,8872019Revenue 2020: $53,913Expenses 2020: $91,716Net Income 2020: -$37,8032020Revenue 2021: $70,946Expenses 2021: $105,697Net Income 2021: -$34,7512021Revenue 2022: $113,050Expenses 2022: $113,129Net Income 2022: -$792022Revenue 2023: $208,438Expenses 2023: $147,471Net Income 2023: $60,9672023Revenue 2024: $122,713Expenses 2024: $128,623Net Income 2024: -$5,9102024

Highlighted filing

2024

Revenue$122,713
Expenses$128,623
Net Income-$5,910
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$146,505
Liabilities
-
Net assets
$146,505
Revenue
$122,713
Expenses
$128,623
Net income
-$5,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.23$1.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$2.08$1.47$0.61
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.13$1.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.71$1.06$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.54$0.92$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.13$1.03$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.06$1.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.07$1.13$0.91$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.20$1.00$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.06$0.98$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.17$0.97$0.20
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$1.02$0.93$0.09
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$1.04$0.95$0.09
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.61$0.84$0.23
2010Summary only. Only limited summary data is available for this year.$0.41$0.00$0.72$0.92$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$138,062
Mission and Program Overview

Mission

The montclair swim team is a children's swim team offering training and competition.

Program Services

DescriptionGrantsExpenses
THE MONTCLAIR SWIM TEAM PROVIDES TRAINING IN SWIMMING TO CHILDREN UNDER 13 YEARS OF AGE AS PART OF THE U.S. SWIMMING ASSOCIATION.-$115,763
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZENA HARVILLPresident-$0--
STEVE FUNGTreasurer-$0--
ANNE ESPINOZASecretary-$0--
BILL ADENCoachPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Swim Pentathalon/meets$18,868$18,868$9,821$9,047
Banquet$5,466$5,466$4,879$587
Total Events$24,334$24,334$14,700$9,634
Filing and Contact Details

Filer

Filer Name
Montclair Swim Team Association Inc
EIN
94-3242365
Phone
5105408867
Address
P O BOX 9251, BERKELEY, CA 94709

Signing Officer

Name
Steve Fung
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Lenhart & Medlin CPAs
Address
2255 Watt Avenue Suite 130, Sacramento, CA 95825
Preparer
Michael a Lenhart
Phone
9164873514
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3100”

Other Expenses.1005

“Travel $1904”

Other Expenses.1012

“Insurance $2432”

Other Expenses.1

“POOL RENTALS $34235”

Other Expenses.2

“Payroll processing fees $1588”

Other Expenses.3

“DUES $1440”

Other Expenses.4

“SOFTWARE $1429”

Other Expenses.5

“TEAM EQUIPMENT $1109”

Other Expenses.7

“FILING FEES $85”

Other Expenses.8

“REGISTRATION FEES $75”

Raw XML Appendix168 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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IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE FUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum04153082470
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 9251
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERKELEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094709
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0152415
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146505
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5910
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0825
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0152415
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0146505
IRS990EZ/FundraisingGrossIncomeAmt025388
IRS990EZ/GrossReceiptsAmt0138062
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0112674
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0152415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0146505
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0152415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0146505
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZENA HARVILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE FUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNE ESPINOZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BILL ADEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COACH
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MONTCLAIR SWIM TEAM IS A CHILDREN'S SWIM TEAM OFFERING TRAINING AND COMPETITION.
IRS990EZ/PrintingPublicationsPostageAmt0252
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MONTCLAIR SWIM TEAM PROVIDES TRAINING IN SWIMMING TO CHILDREN UNDER 13 YEARS OF AGE AS PART OF THE U.S. SWIMMING ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0115763
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt080149
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015349
IRS990EZ/SpecialEventsNetIncomeLossAmt010039
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0128623
IRS990EZ/TotalProgramServiceExpensesAmt0115763
IRS990EZ/TotalRevenueAmt0122713
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MONTCLAIRSWIMTEAM.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0218249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0117231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0111948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt050892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0610994
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0610994
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112674
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0117231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050892
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0610994
IRS990ScheduleA/TotalSupportAmt0610994
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SWIM PENTATHALON/MEETS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05466
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024334
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09634
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09821
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1904
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POOL RENTALS $34235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL PROCESSING FEES $1588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $1440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOFTWARE $1429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEAM EQUIPMENT $1109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FILING FEES $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REGISTRATION FEES $75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE FUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTCLAIR SWIM TEAM ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0943242365
ReturnHeader/Filer/PhoneNum05105408867
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9251
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094709
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680192603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lenhart & Medlin CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02255 Watt Avenue Suite 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164873514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A LENHART
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T10:42:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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