Rudgear Estates Swim Team
Nonprofit profile at a glance
- EIN
- 352329312
- IRS 990-EZ coverage
- 2019–2021
- Forms available
- Form 990-EZ 2021
- Location
- Walnut Creek, CA, USA
- Phone
- 9259306500
- Rating
- 39
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Swimming & Other Water Recreation
Reported finances
- Revenue
- $114,461
- Expenses
- $99,438
- Assets
- $82,142
Source: IRS Form 990-EZ. Selected filing: tax year 2021. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- KAREN ABBOTT (PRESIDENT)
People named in this filing
- KAREN ABBOTT (PRESIDENT)
- SAMANTHA BALBONI (SECRETARY)
- DENESE WALSH (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Children's swim team - competitive and community activity and education
What it reported doing in 2021
Raised additional funds for swim meets and improvements to facility/equipment
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
REVIEW - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 1
- Transparency & Controls: 82
- Sustainability: 46
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 1.9%; rating input score 2
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 13.1%; rating input score 53; 53rd percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 46; 46th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 65; 65th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 13.2% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 26.7% per year; rating input score 100; 81st percentile among comparable filings
Details
- Where the money goes: 1.9% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2019 to 2021
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Mission deployment rate scored 2/100.
- Review — Sustainability: Operating margin scored 53/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.