Civic Intelligence

Swinging with Purpose Inc.

990 • Fiscal year 2020 • EIN 46-4601044

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 10, 2021

8891 Brighton Lane STE 103Bonita Springs, FL 34135

(301) 706-7131

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

33%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

0.1%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$122,938

Up $30,337 (+33%) from 2019

Net Assets

Up

$119,918

Up $28,036 (+31%) from 2019

Liabilities

Up

$3,020

Up $2,301 (+320%) from 2019

Revenue

Up

$163,985

Up $151 (+0.1%) from 2019

Expenses

Down

$135,949

Down $101,124 (-43%) from 2019

Net Income

Up

$28,036

Up $101,275 (+138%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$122,938
Liabilities$3,020
Net Assets$119,918

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$163,985
Expenses$135,949
Net Income$28,036
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 10, 2021
Return Version
2020v4.1
Gross Receipts
$163,985
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$92,601$122,938▲ $30,337
Cap Stk Tr Prin Current Funds$91,882$119,918▲ $28,036
Total Assets$92,601$122,938▲ $30,337
Liabilities
Accounts Payable and Accrued Expenses$719$3,020▲ $2,301
Total Liabilities$719$3,020▲ $2,301
Net Assets / Fund Balance
Total Net Assets Fund Balance$91,882$119,918▲ $28,036
Total Liabilities and Net Assets / Fund Balance$92,601$122,938▲ $30,337
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diana L Gould RileyPresident
Cheryl OllilaVice President
Rose HarperDirector
Kelly CoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$163,879
Program Service Revenue
$0
Investment Income
$106
Other Revenue
$0
All Other Contributions
$34,245
Change in Net Assets
$28,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,833
Other Expenses$24,116
Total Fundraising Expense$6,871
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,833--$111,833
Office Expenses-$2,808$6,871$9,679
Advertising-$4,337-$4,337
Other Expenses-$1,402-$1,402
All Other Expenses-$1,055-$1,055
Insurance-$403-$403
Total Functional Expenses$111,833$17,245$6,871$135,949
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 include 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

SWP began its golf related fundraising venue in 2013 for the Shelter for Abused Women & Children. Those efforts that included a golf tournament and various in-kind fundraising venues resulted in more than $80,000 in monetary and in-kind support to the organization. In 2014, SWP conducted fundraising efforts for PACE Center for Girls (Immokalee) where such monies were used to implement a fitness and nutrition program for the girls. Monetary and in-kind donations exceeded $70,000 for PACE Center for Girls for calendar year 2014. During these two (2) years of fundraising for the Shelter and PACE, SWP did not have its 501c3 designation. Upon reflecting on the impact we had on these organizations, we decided to form our own 501c3 organization so that our impact could be greater and more significant. We received the 501c3 approval in 2014 and since then we are able to broaden our reach into the community to impact these organizations through not only monetary support, but in-kind support when there are specific needs. It is also our goal to increase community awareness that these organizations exist. We are proud to say that we are fulfilling that mission on all fronts. Since our initial golf tournament in 2013, along with the other miscellaneous fundraising venues we have conducted, we have generated more than $1,000,000 in monetary and in-kind donations to many organizations in our community. Due to such growth, we formally implemented a grant application process where we annually accept and review applications. From those submissions, we select the beneficiaries who become the recipients of our fundraising efforts for the following calendar year. For 2020, we have selected several beneficiaries and expect to fulfill in excess of $100,000 in grants, as well as provide COVID-19 relief efforts to our beneficiaries, past and present, and the community at large. As a result of COVID-19, SWP fundraising efforts were reduced for 2020. Adjustments were made to the fulfillment of grants to the 2020 beneficiaries. Efforts were reassigned to providing COVID relief to the family of beneficiaries (past and present) during these difficult times. SWP will remain conservative in its commitments for 2021 pending the COVID challenges that remain with us.

Filing and Contact Details

Filer

Filer Name
Swinging with Purpose Inc
EIN
46-4601044
Address
8891 Brighton Lane STE 103, Bonita Springs, FL 34135

Signing Officer

Name
Diana L Gould Riley
Title
President
Phone
3017067131
Signed
2021-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana L Gould Riley
Formed
2017
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Jck Accounting
Address
5644 Tavilla Circle Unit 205, Naples, FL 34110
Preparer
Lee Gariepy
Phone
2394315198
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Being selected as one of the 80 national charities supported by Liberty Mutual has been a major accomplishment for SWP. With the Liberty Mutual Invitational (LMI) sponsorship benefitting Swinging With Purpose(tm) (SWP), we have increased the value and experience of the golf tournament for the players. The LMI provides a sponsorship package valued at $50,000 and reduces the SWP expenses and gives us an opportunity to increase the tournament fees. The tournament results provide a greater return (net after expenses) for our beneficiaries. The inaugural LMI golf tournament was held in May 2018. SWP also does miscellaneous fundraising venues to build a fund to support unforeseen needs and other smaller organizations during the year. As a result, we were able to provide miscellaneous support to organizations in need. These organizations may or may not have been within the family of 2019 beneficiaries. This was a lesson learned as a result of Hurricane Irma when we were able to step in and offer assistance from an emergency fund held by SWP.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing Documents are available by request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SWP began its golf related fundraising venue in 2013 for the Shelter for Abused Women & Children. Those efforts that included a golf tournament and various in-kind fundraising venues resulted in more than $80,000 in monetary and in-kind support to the organization. In 2014, SWP conducted fundraising efforts for PACE Center for Girls (Immokalee) where such monies were used to implement a fitness and nutrition program for the girls. Monetary and in-kind donations exceeded $70,000 for PACE Center for Girls for calendar year 2014. During these two (2) years of fundraising for the Shelter and PACE, SWP did not have its 501c3 designation. Upon reflecting on the impact we had on these organizations, we decided to form our own 501c3 organization so that our impact could be greater and more significant. We received the 501c3 approval in 2014 and since then we are able to broaden our reach into the community to impact these organizations through not only monetary support, but in-kind support when there are specific needs. It is also our goal to increase community awareness that these organizations exist. We are proud to say that we are fulfilling that mission on all fronts. Since our initial golf tournament in 2013, along with the other miscellaneous fundraising venues we have conducted, we have generated more than $1,000,000 in monetary and in-kind donations to many organizations in our community. Due to such growth, we formally implemented a grant application process where we annually accept and review applications. From those submissions, we select the beneficiaries who become the recipients of our fundraising efforts for the following calendar year. For 2020, we have selected several beneficiaries and expect to fulfill in excess of $100,000 in grants, as well as provide COVID-19 relief efforts to our beneficiaries, past and present, and the community at large. As a result of COVID-19, SWP fundraising efforts were reduced for 2020. Adjustments were made to the fulfillment of grants to the 2020 beneficiaries. Efforts were reassigned to providing COVID relief to the family of beneficiaries (past and present) during these difficult times. SWP will remain conservative in its commitments for 2021 pending the COVID challenges that remain with us.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt092601
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0122938
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.swingingwithpurpose.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana L Gould Riley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03017067131
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swinging with Purpose Inc
ReturnHeader/Filer/BusinessNameControlTxt0SWIN
ReturnHeader/Filer/EIN0464601044
ReturnHeader/Filer/USAddress/AddressLine1Txt08891 Brighton Lane STE 103
ReturnHeader/Filer/USAddress/CityNm0Bonita Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034135
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223650553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JCK ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05644 Tavilla Circle Unit 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034110
ReturnHeader/PreparerPersonGrp/PhoneNum02394315198
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE GARIEPY
ReturnHeader/ReturnTs02021-08-31T12:48:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Diana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gould Riley
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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