Nonprofit · EIN 84-3045135
SWIM SOUTH BAY
Tax-exempt · SAN JOSE, CA 95125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $630,038 | $639,892 | -$9,854 | $68,309 | $31,725 | $36,584 |
| December 31, 2024 | 990 | $585,696 | $539,258 | $46,438 | $85,022 | $38,584 | $46,438 |
| December 31, 2023 | 990-EZ | $0 | – | – | $0 | – | $0 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $630,038
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $134,000
- Other salaries and wages
- $226,883
- Salaries, compensation and benefits (total)
- $420,129
- Professional fundraising fees
- $0
- Legal fees
- $1,161
- Accounting fees
- $1,200
- Occupancy
- $55,800
- Travel
- $32,500
- Program services (functional)
- $573,393
- Management and general (functional)
- $66,499
Balance sheet and other
- Total assets, start of year
- $85,022
- Total assets, end of year
- $68,309
- Total liabilities, end of year
- $31,725
- Net assets, end of year
- $36,584
- Net assets without donor restrictions
- $36,584
- Gross receipts
- $630,038
- Employees
- 34
- Year formed
- 2019
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marisa Cozort | President Trustee or director, Officer | 40 | $130,000 |
| Cecelia Perkins | Treasurer Trustee or director, Officer | 40 | $0 |
| Michelle McGovern | Secretary Trustee or director, Officer | 40 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marisa Cozort | President Trustee or director, Officer | 40 | $120,000 |
| Cecelia Perkins | Treasurer Trustee or director, Officer | 40 | $0 |
| Michelle McGovern | Secretary Trustee or director, Officer | 40 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marisa Cozort | President | 0 | $0 |
| Cecelia Perkins | Treasurer | 0 | $0 |
| Michelle McGovern | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1583 PHANTOM AVE, SAN JOSE, CA 95125-5326
- Principal officer (990 for 2025)
- Marisa Cozort, 1583 Phantom Ave, San Jose, CA 95125
- Signed the 990
- Marisa Cozort, President
- Website
- swimsouthbay.org
- Return prepared by
- Kirk Walukiewicz CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 84-3045135 or by the name SWIM SOUTH BAY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To operate a competitive swim club
Program accomplishments
- Team and swimming events and trainingExpenses $573,393
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 84-3045135
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N67)
- Assets (IRS master file)
- $68,309
- Income (IRS master file)
- $630,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $630,038 | $639,892 | $68,309 | XML |
| 990 | December 2024 | $585,696 | $539,258 | $85,022 | XML |
| 990-EZ | December 2023 | $0 | $0 | $0 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-3045135).
Questions about SWIM SOUTH BAY
- What is the EIN of SWIM SOUTH BAY?
- The employer identification number (EIN) of SWIM SOUTH BAY is 84-3045135.
- Is SWIM SOUTH BAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to SWIM SOUTH BAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWIM SOUTH BAY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWIM SOUTH BAY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWIM SOUTH BAY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SWIM SOUTH BAY?
- The 990 for the year ended December 31, 2025 names Marisa Cozort.
- Who are the officers and directors of SWIM SOUTH BAY?
- The 990 for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $130,000 (Marisa Cozort, President).
- How much revenue does SWIM SOUTH BAY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $630,038, expenses of $639,892 and total assets of $68,309 at year end.
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All nonprofits in SAN JOSE · California · Recreation and sports