South Valley Makos
Nonprofit profile at a glance
- EIN
- 862424965
- IRS 990-EZ coverage
- 2021–2021
- Forms available
- Form 990-EZ 2021
- Location
- San Martin, CA, USA
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Swimming & Other Water Recreation
Reported finances
- Revenue
- $73,270
- Expenses
- $35,718
- Assets
- $37,552
Source: IRS Form 990-EZ. Selected filing: tax year 2021. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Tara Cotton (Board President)
- Amy White (Vice President)
People named in this filing
- Tom Lebherz (Head Coach)
- Tara Cotton (Board President)
- Amy White (Vice President)
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
Yearroundcommunitycompetitiveswimteam.
What it reported doing in 2021
EncourageandfinanciallysupportswimmerswhoparticipateatsectionalandNationallevels
Operating model
- Revenue model
- Membership-supported. 75% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 86% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 68
- Transparency & Controls: 100
- Sustainability: 54
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 48.7%; rating input score 49
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 51.3%; rating input score 88; 88th percentile among comparable filings
- Total-asset coverage ratio: 1.05; rating input score 40; 40th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 25.2%; rating input score 8; 8th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 48.7% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $36K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 49/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
- High — Sustainability: Officer compensation ratio scored 8/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.