Nonprofit · EIN 85-2516449
OAKTREE SHARKS SWIM TEAM
Tax-exempt · SAN JOSE, CA 95118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $71,010 | $66,797 | $4,213 | $26,304 | $367 | $25,937 |
| December 31, 2024 | 990-EZ | $63,050 | $47,616 | $15,434 | $21,724 | – | $21,724 |
| December 31, 2023 | 990-EZ | $42,967 | $42,900 | $67 | $6,490 | $200 | $6,290 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $71,010
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $36,522
- Occupancy
- $10,800
- Other expenses
- $19,475
Balance sheet and other
- Total assets, start of year
- $21,724
- Total assets, end of year
- $26,304
- Total liabilities, end of year
- $367
- Net assets, end of year
- $25,937
- Cash, savings and investments
- $26,116
- Gross receipts
- $71,010
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Westgate | President | 10 | $0 |
| Theresa Opp | Treasurer | 10 | $0 |
| YingYing Mast | Secretary | 1 | $0 |
| Rommellyn Fisher | Vice President | 2 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Westgate | President | 10 | $0 |
| Jennifer Siress-McCelleis | Treasurer | 10 | $0 |
| YingYing Mast | Secretary | 1 | $0 |
| Rommellyn Fisher | Vice President | 2 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Westgate | President | 10 | $0 |
| Jennifer Siress-McCelleis | Treasurer | 10 | $0 |
| YingYing Mast | Secretary | 1 | $0 |
| Rommellyn Fisher | Vice President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1281 WEATHERSFIELD WAY, SAN JOSE, CA 95118-3555
- Signed the 990-EZ
- Elizabeth Westgate, President
- Website
- Oaktreesharks.com
- Return prepared by
- Siress Group Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 85-2516449 or by the name OAKTREE SHARKS SWIM TEAM.
- 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
Summer Swim Team for Children
Program accomplishments
- 501(c)7 Social and Recreational Summer Swim Team
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 85-2516449
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N67)
- Assets (IRS master file)
- $26,304
- Income (IRS master file)
- $71,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $71,010 | $66,797 | $26,304 | IRS |
| 990-EZ | December 2024 | $63,050 | $47,616 | $21,724 | XML |
| 990-EZ | December 2023 | $42,967 | $42,900 | $6,490 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
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 85-2516449).
Questions about OAKTREE SHARKS SWIM TEAM
- What is the EIN of OAKTREE SHARKS SWIM TEAM?
- The employer identification number (EIN) of OAKTREE SHARKS SWIM TEAM is 85-2516449.
- Is OAKTREE SHARKS SWIM TEAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 2021.
- Are donations to OAKTREE SHARKS SWIM TEAM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OAKTREE SHARKS SWIM TEAM 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 OAKTREE SHARKS SWIM TEAM 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 OAKTREE SHARKS SWIM TEAM last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of OAKTREE SHARKS SWIM TEAM?
- The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does OAKTREE SHARKS SWIM TEAM have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $71,010, expenses of $66,797 and total assets of $26,304 at year end.
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