Swim South Bay

EIN: 843045135 501(c)(3) Recreation & Sports

San Jose, CA

Total Revenue
$585,696
Total Expenses
$539,258
Total Assets
$85,022
Net Assets
$46,438
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CA
Principal Officer
Marisa Cozort
Tax Period
2024-01-01 to 2024-12-31

Swim South Bay, founded in 2019, is a small nonprofit in the Recreation & Sports sector that reported $586K in total revenue in fiscal year 2024. Expenses of $539K left a modest 8% surplus.

Mission

To operate a competitive swim club

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $585,696
Investment Income $0
Other Revenue $0
TOTAL REVENUE $585,696

Expense Breakdown

Grants Paid $0
Salaries & Benefits $379,472
Fundraising Expenses $0
Program Expenses $499,552
Other Expenses $159,786
TOTAL EXPENSES $539,258

Year-over-Year Comparison

2024 2023 Change
Revenue $585,696 N/A N/A
Expenses $539,258 N/A N/A
Net Income $46,438 N/A N/A
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

Sign In

Governance

Voting Members
3
Independent Members
N/A
Employees
34
Volunteers
N/A

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
3
$120,000
Total Directors
3
$120,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Marisa Cozort President 40.00
Officer Director
$120,000 $0 $120,000
Cecelia Perkins Treasurer 40.00
Officer Director
$0 $0 $0
Michelle McGovern Secretary 40.00
Officer 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 $585,696 $539,258 $85,022 $46,438
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare Swim South Bay with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.