SWIMMING WITH A MISSION INC (EIN 814476050) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

PHILIP TAUB

Phone

6036284038

Tax Period

2023-01-01 to 2023-12-31

SWIMMING WITH A MISSION INC, founded in 2017, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 12% surplus.

Mission

TO HELP AND HONOR VETERANS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,973,923

Program Service Revenue $0

Investment Income $55,568

Other Revenue $91,632

TOTAL REVENUE $2,121,123

Expense Breakdown

Grants Paid $1,597,000

Salaries & Benefits $153,974

Fundraising Expenses $0

Program Expenses $1,845,186

Other Expenses $110,127

TOTAL EXPENSES $1,861,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,121,123	$1,645,780	+0.3%
Expenses	$1,861,101	$1,532,158	+0.2%
Net Income	$260,022	$113,622	+1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP TAUB	PRES/TREAS/S	20.00	Officer Director	$0	$0	$0
MARK AQUILINO	DIRECTOR	2.00	Director	$0	$0	$0
KELLY AYOTTE	DIRECTOR	2.00	Director	$0	$0	$0
RICK BRENNER	DIRECTOR	2.00	Director	$0	$0	$0
ANDY CREWS	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH GRAHAM	DIRECTOR	2.00	Director	$0	$0	$0
JEFF HIATT	DIRECTOR	2.00	Director	$0	$0	$0
ANGELO MAZZELLA	DIRECTOR	2.00	Director	$0	$0	$0
MARK PRESTIPINO	DIRECTOR	2.00	Director	$0	$0	$0
STEVE TALARICO	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,121,123	$1,861,101	$1,333,591	$260,022
2022	$1,645,780	$1,532,158	$1,014,292	$113,622
2021	$1,985,165	$1,204,053	$1,000,015	$781,112
2020	$4,376,712	$4,268,154	$214,338	$108,558
2019	$779,624	$764,392	$104,249	$15,232
2018	$672,764	$620,931	$98,695	$51,833

SWIMMING WITH A MISSION INC