Woodbridge Swim Team
Nonprofit profile at a glance
- EIN
- 814551790
- IRS 990 coverage
- 2024–2024
- Forms available
- Form 990 2024, Form 990-EZ 2023
- Location
- Irvine, CA, USA
- Phone
- 7143194101
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Swimming & Other Water Recreation
Reported finances
- Revenue
- $227,917
- Expenses
- $182,420
- Assets
- $99,229
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Kimberley Ehrreich (President)
- Gavin Banks (Vice President)
People named in this filing
- Kimberley Ehrreich (President)
- Keith Hickson (Treasurer)
- Gavin Banks (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. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote a year round swim team program for children ages 3-16 living in the Woodbridge Village Association and surrounding communities.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% 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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.
Rating breakdown
- Financial Efficiency: 77
- Transparency & Controls: 80
- Accountability: 70
- Sustainability: 60
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.5%; rating input score 79
- Program expense ratio: 98.1%; rating input score 98
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 88.9%; rating input score 89; 5th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 20%; rating input score 74; 74th percentile among comparable filings
- Total-asset coverage ratio: 0.54; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.2% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: -4.2% per year; rating input score 0; 12th percentile among comparable filings
Details
- Where the money goes: 78.5% of revenue deployed · 98.1% of spending went to programs
- Governance: 4 of 4 board members independent · 2 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $179K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 16 of 17 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- 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.
- High — Accountability: Governance controls: 4 of 6 not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 26/100.