Civic Intelligence

Swinging with Purpose Inc

EIN 46-4601044 • 501(c)3 • Orlando, FL

Profile

Through various golf and other fundraising venues, we provide support to grassroots organizations serving the needs of women, girls and children in our community. We carefully select annual beneficiaries through a formal grant application process.

6900 Tavistock Lakes Blvd Suite 400Orlando, FL 32827

www.swingingwithpurpose.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-91%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

23rd percentile

-33%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-21%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$123,650

Up $60,049 (+94%) from 2023

Liabilities

Up

$1,179

Up $788 (+202%) from 2023

Net Assets

Up

$122,471

Up $59,261 (+94%) from 2023

Revenue

Up

$172,324

Up $138,682 (+412%) from 2023

Expenses

Up

$113,063

Up $48,739 (+76%) from 2023

Net Income

Up

$59,261

Up $89,943 (+293%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2014: $4,581Liabilities 2014: $0Net Assets 2014: $4,5812014Assets 2015: $27,129Liabilities 2015: $0Net Assets 2015: $27,1292015Assets 2016: $41,623Liabilities 2016: $0Net Assets 2016: $41,6232016Assets 2017: $97,865Liabilities 2017: $0Net Assets 2017: $97,8652017Assets 2018: $165,472Liabilities 2018: $351Net Assets 2018: $165,1212018Assets 2019: $92,601Liabilities 2019: $719Net Assets 2019: $91,8822019Assets 2020: $122,938Liabilities 2020: $3,020Net Assets 2020: $119,9182020Assets 2021: $160,640Liabilities 2021: $66Net Assets 2021: $160,5742021Assets 2022: $94,496Liabilities 2022: $604Net Assets 2022: $93,8922022Assets 2023: $63,601Liabilities 2023: $391Net Assets 2023: $63,2102023Assets 2024: $123,650Liabilities 2024: $1,179Net Assets 2024: $122,4712024

Highlighted filing

2024

Assets$123,650
Liabilities$1,179
Net Assets$122,471

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $24,824Expenses 2014: $20,243Net Income 2014: $4,5812014Revenue 2015: $85,811Expenses 2015: $63,263Net Income 2015: $22,5482015Revenue 2016: $125,522Expenses 2016: $111,028Net Income 2016: $14,4942016Revenue 2017: $175,178Expenses 2017: $118,936Net Income 2017: $56,2422017Revenue 2018: $241,292Expenses 2018: $174,036Net Income 2018: $67,2562018Revenue 2019: $163,834Expenses 2019: $237,073Net Income 2019: -$73,2392019Revenue 2020: $163,985Expenses 2020: $135,949Net Income 2020: $28,0362020Revenue 2021: $138,019Expenses 2021: $97,363Net Income 2021: $40,6562021Revenue 2022: $42,587Expenses 2022: $109,269Net Income 2022: -$66,6822022Revenue 2023: $33,642Expenses 2023: $64,324Net Income 2023: -$30,6822023Revenue 2024: $172,324Expenses 2024: $113,063Net Income 2024: $59,2612024

Highlighted filing

2024

Revenue$172,324
Expenses$113,063
Net Income$59,261

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 15, 2025
Return Version
2024v5.1
Gross Receipts
$172,324
Mission and Program Overview

Mission

Through various golf and other fundraising venues, we provide support to grassroots organizations serving the needs of women, girls and children in our community. We carefully select annual beneficiaries through a formal grant application process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,601$123,650▲ $60,049
Cap Stk Tr Prin Current Funds$63,210$122,471▲ $59,261
Total Assets$63,601$123,650▲ $60,049
Liabilities
Accounts Payable and Accrued Expenses$391$1,179▲ $788
Total Liabilities$391$1,179▲ $788
Net Assets / Fund Balance
Total Net Assets Fund Balance$63,210$122,471▲ $59,261
Total Liabilities and Net Assets / Fund Balance$63,601$123,650▲ $60,049
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diana L Gould RileyPresident
Linda Thatcher EsqVice President
Hope PerezDirector
Jillian JohnsonDirector
Rose HarperDirector
Shasta AveryhardtDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$172,314
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$0
All Other Contributions
$12,838
Change in Net Assets
$59,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,259
Grants and Similar Amounts Paid$54,804
Total Fundraising Expense$43,605
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,804--$54,804
Office Expenses--$43,605$43,605
Advertising-$2,923-$2,923
Other Expenses-$2,576-$2,576
All Other Expenses-$856-$856
Insurance-$430-$430
Fees for Services Accounting-$125-$125
Total Functional Expenses$54,804$14,654$43,605$113,063
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
LM Venue----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

Govening body decisions are made by the board of directors.

Form 990 governing body review Part VI line 11

The governing body reviews the Form 990 at an annual meeting.

Conflict of interest policy compliance Part VI line 12C

Conflict of Interest Policies are included in the policies of the organization.

Governing documents etc available to public Part VI line 19

Governing Documents are available by request.

Part VI response or note to any other line in Part VI

Swinging With Purpose (SWP) held its inaugural fundraiser golf tournament in 2013 for the Shelter for Abused Women & Children in Naples, FL. Since then, we have provided in-kind and monetary support in excess of $1.4 million for numerous organizations that serve women, girls and children in Florida. The majority of those efforts were in the SWFL region. For more information on our impact, go to our website at https://www.swingingwithpurpose.org/our-impact. During 2023, SWP began its repositioning and introduction of use of the trademark license for SWFL and the introduction of SWP to the Orlando-Central FL area. During this year, there was minimal fundraising activity. It should also be noted that the Tournament Sponsor (Liberty Mutual Invitational) changed to Applied Underwriters Invitational (AUI) in 2023. The robust tournament sponsorship package (valued +$50,000) continues to help offset the expense of gifts and prizes and allows us to offer a first-class golf tournament experience with significantly reduced tournament expenses. Completing both transitions, SWP held the inaugural AUI tournament in the Orlando/Central FL area in February 2024 and will reenter the SWFL market in October 2024. The tournaments are now stabilized and part of the AUI Family of Charities. Hence, SWP is positioned to begin making a difference in both SWFL and Central Florida. SWP will also begin to introduce the trademark license opportunity to other areas of the country.

Filing and Contact Details

Filer

Filer Name
Swinging with Purpose Inc
EIN
46-4601044
In Care Of
% Diana L Gould Riley
Phone
3017067131
Address
6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827

Signing Officer

Name
Diana L Gould Riley
Title
President
Phone
3017067131
Signed
2025-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana L Gould Riley
Formed
2017
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
8

Preparer

Firm
JCK Accounting
Address
5625 Strand Blvd Suite 502, Naples, FL 34110
Preparer
Lee Gariepy
Phone
2394315198
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Fees and Dues 245Licensing 611

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fees and Dues 245Licensing 611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Swinging With Purpose (SWP) held its inaugural fundraiser golf tournament in 2013 for the Shelter for Abused Women & Children in Naples, FL. Since then, we have provided in-kind and monetary support in excess of $1.4 million for numerous organizations that serve women, girls and children in Florida. The majority of those efforts were in the SWFL region. For more information on our impact, go to our website at https://www.swingingwithpurpose.org/our-impact. During 2023, SWP began its repositioning and introduction of use of the trademark license for SWFL and the introduction of SWP to the Orlando-Central FL area. During this year, there was minimal fundraising activity. It should also be noted that the Tournament Sponsor (Liberty Mutual Invitational) changed to Applied Underwriters Invitational (AUI) in 2023. The robust tournament sponsorship package (valued +$50,000) continues to help offset the expense of gifts and prizes and allows us to offer a first-class golf tournament experience with significantly reduced tournament expenses. Completing both transitions, SWP held the inaugural AUI tournament in the Orlando/Central FL area in February 2024 and will reenter the SWFL market in October 2024. The tournaments are now stabilized and part of the AUI Family of Charities. Hence, SWP is positioned to begin making a difference in both SWFL and Central Florida. SWP will also begin to introduce the trademark license opportunity to other areas of the country.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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IRS990/TotalLiabilitiesGrp/BOYAmt0391
IRS990/TotalLiabilitiesGrp/EOYAmt01179
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt063210
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0122471
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054804
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172324
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt063601
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0123650
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06900 Tavistock Lakes Blvd Suite 400
IRS990/USAddress/CityNm0Orlando
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032827
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.swingingwithpurpose.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA L GOULD RILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03017067131
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swinging with Purpose Inc
ReturnHeader/Filer/BusinessNameControlTxt0SWIN
ReturnHeader/Filer/EIN0464601044
ReturnHeader/Filer/InCareOfNm0% Diana L Gould Riley
ReturnHeader/Filer/PhoneNum03017067131
ReturnHeader/Filer/USAddress/AddressLine1Txt06900 Tavistock Lakes Blvd Suite 400
ReturnHeader/Filer/USAddress/CityNm0Orlando
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032827
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223650553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JCK Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05625 Strand Blvd Suite 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034110
ReturnHeader/PreparerPersonGrp/PhoneNum02394315198
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE GARIEPY
ReturnHeader/ReturnTs02025-04-15T07:55:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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