Swell Collective

Nonprofit profile at a glance

EIN
814648282
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024, Form 990-N 2019
Location
San Luis Rey, CA, USA
Phone
8083846227
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Media, Communications Organizations

Official website

Reported finances

Revenue
$195,161
Expenses
$235,682
Assets
$6,545
Liabilities
$76,302

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • EMILY GONZALES (BOARD MEMBER/CO-EXECUTIVE DIRECTOR)
  • MICA HASHIMOTO (BOARD MEMBER/CO-EXECUTIVE DIRECTOR)

People named in this filing

  • NINA CARTER (BOARD MEMBER)
  • MIKAYLA CLAYTON (BOARD MEMBER)
  • EMILY GONZALES (BOARD MEMBER/CO-EXECUTIVE DIRECTOR)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide leadership and collaboration education.

What it reported doing in 2024

Swell school - swell school offers transformational curriculum curated and created by intersectional change agents, thought leaders, and influencers spanning the disciplines of collaboration, technology and resilience. Our courses offer intentionally created and curated content from progressive influencers to amplify two (2) primary markets: 1) the learner participant - those emerging community organizers, activists or self-aware folks seeking to grow their knowledge and skills on topics relevant to their values and needs; and 2) the instructor - those veteran community organizers and progressive influencers who have experiential knowledge to share, but need guidance and coaching in transforming live trainings into curriculum for the online space.

Operating model

Revenue model
Donor-supported. 68% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 76% for direct work, and 24% for grants.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 100
  • Sustainability: 7
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.8%; rating input score 83
  • Program expense ratio: 68.5%; rating input score 69

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -20.8%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 0.03; rating input score 5; 5th percentile among comparable filings
  • Liabilities to assets ratio: 11.66; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 27.9%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: 22.6% per year; rating input score 100; 78th percentile among comparable filings
  • Revenue growth: 13.1% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: -44.5% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 82.8% of revenue deployed · 68.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $162K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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.

  • High — Sustainability: Operating margin scored 8/100.
  • High — Sustainability: Total-asset coverage ratio scored 5/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • High — Sustainability: Officer compensation ratio scored 12/100.