Civic Intelligence

Carrollwood Village Swim Assoc

EIN 59-1620925 • 501(c)3 • Tampa, FL

Profile

Youth & adult swim association

13985 Clubhouse DriveTampa, FL 33618

www.carrollwoodswimmimg.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-6.1%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$131,789

Down $18,746 (-12%) from 2024

Liabilities

Down

$260

Down $6,809 (-96%) from 2024

Net Assets

Down

$131,529

Down $11,937 (-8.3%) from 2024

Operations
Liabilities / Revenue64th percentileNet Margin35th percentile

Revenue

Up

$194,137

Up $26,248 (+16%) from 2024

Expenses

Up

$206,073

Up $29,950 (+17%) from 2024

Net Income

Down

-$11,936

Down $3,702 (-45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$200K$150K$100K$50K$0Assets 2011: $71,427Liabilities 2011: $2,804Net Assets 2011: $68,6232011Assets 2012: $77,337Liabilities 2012: $1,403Net Assets 2012: $75,9342012Assets 2013: $108,949Liabilities 2013: $1,485Net Assets 2013: $107,4642013Assets 2014: $133,252Liabilities 2014: $1,577Net Assets 2014: $131,6752014Assets 2015: $135,022Liabilities 2015: $5,943Net Assets 2015: $129,0792015Assets 2016: $140,735Liabilities 2016: $5,8662016Assets 2017: $167,395Liabilities 2017: $1,579Net Assets 2017: $165,8162017Assets 2018: $180,244Net Assets 2018: $180,2442018Assets 2019: $177,143Net Assets 2019: $177,1432019Assets 2020: $146,875Liabilities 2020: $14,600Net Assets 2020: $132,2752020Assets 2021: $173,774Liabilities 2021: $14,600Net Assets 2021: $159,1742021Assets 2022: $150,757Net Assets 2022: $150,7572022Assets 2023: $151,700Net Assets 2023: $151,7002023Assets 2024: $150,535Liabilities 2024: $7,069Net Assets 2024: $143,4662024Assets 2025: $131,789Liabilities 2025: $260Net Assets 2025: $131,5292025

Highlighted filing

2025

Assets$131,789
Liabilities$260
Net Assets$131,529
Open 2025 Filing

Operations Trend

Revenue Growth69th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $129,096Expenses 2011: $120,944Net Income 2011: $8,1522011Revenue 2012: $120,346Expenses 2012: $113,033Net Income 2012: $7,3132012Revenue 2013: $147,376Expenses 2013: $115,846Net Income 2013: $31,5302013Revenue 2014: $154,505Expenses 2014: $130,294Net Income 2014: $24,2112014Revenue 2015: $154,853Expenses 2015: $157,449Net Income 2015: -$2,5962015Revenue 2016: $160,520Expenses 2016: $154,730Net Income 2016: $5,7902016Revenue 2017: $187,910Expenses 2017: $156,963Net Income 2017: $30,9472017Revenue 2018: $176,033Expenses 2018: $161,548Net Income 2018: $14,4852018Revenue 2019: $161,391Expenses 2019: $164,493Net Income 2019: -$3,1022019Revenue 2020: $90,606Expenses 2020: $135,473Net Income 2020: -$44,8672020Revenue 2021: $148,157Expenses 2021: $121,258Net Income 2021: $26,8992021Revenue 2022: $168,588Expenses 2022: $177,005Net Income 2022: -$8,4172022Revenue 2023: $145,752Expenses 2023: $144,800Net Income 2023: $9522023Revenue 2024: $167,889Expenses 2024: $176,123Net Income 2024: -$8,2342024Revenue 2025: $194,137Expenses 2025: $206,073Net Income 2025: -$11,9362025

Highlighted filing

2025

Revenue$194,137
Expenses$206,073
Net Income-$11,936
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$131,789
Liabilities
$260
Net assets
$131,529
Revenue
$194,137
Expenses
$206,073
Net income
-$11,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.94$2.06$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.07$1.43$1.68$1.76$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.52$1.46$1.45$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.51$1.51$1.69$1.77$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.15$1.59$1.48$1.21$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.15$1.32$0.91$1.35$0.45
2019Detailed filing. Detailed filing data is available for this year.$1.77$1.77$1.61$1.64$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.80$1.80$1.76$1.62$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.66$1.88$1.57$0.31
2016Summary only. Only limited summary data is available for this year.$1.41$0.06$1.61$1.55$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.06$1.29$1.55$1.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.02$1.32$1.55$1.30$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.01$1.07$1.47$1.16$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.01$0.76$1.20$1.13$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.03$0.69$1.29$1.21$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 22, 2025
Return Version
2024v5.0
Gross Receipts
$197,456
Mission and Program Overview

Mission

Youth & adult swim association

Program Services

DescriptionGrantsExpenses
SWIM TEAM - YOUTH & ADULT PROGRAM DESIGNED TO ALLOW AREA YOUTH AND ADULTS THE OPPORTUNITY TO TRAIN AND COMPETE AGAINST OTHER TEAMS FROM ACCROSS THE STATE.-$206,073
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN LYNCHPresident-$0--
MARK ULMERVice Preside-$0--
SHELLEY WALZTreasurer-$0--
LAUREN MELNICKSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carrollwood Village Swim Assoc
EIN
59-1620925
Phone
8139611368
Address
13985 CLUBHOUSE DRIVE, TAMPA, FL 33618

Signing Officer

Name
Shelley Walz
Title
Treasurer
Phone
8139611368
Signed
2025-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Bishoff Associates Pllc
Address
13306 WINDING OAK CT STE B, TAMPA, FL 33612-3416
Preparer
Duane B Bishoff CPA
Phone
8133560400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Swim meet income swim meet expenses 50,072 expenses 3,474 8,526 1,379 awards & team spirit expe 3,472 awards banquet expense 1,415 coach registration fees 1,133 equipment expense 5,966 family fun night 4,062 miscellaneous expense 10 pcl expense 487 swim lesson expenses 5,919 payroll service expense 715 coaches expenses 2,817 senior expense 4,000 us swim expense 450 total 93,897”

Form 990-ez, Part II, Line 24

“Accounts receivable 36,623 36,623 total 36,623 36,623”

Form 990-ez, Part II, Line 26

“Chase credit card 7,069 0 payroll liabilities 0 260”

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08139611368
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAMPA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11936
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01430
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131529
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MORGAN LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK ULMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHELLEY WALZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt036623
IRS990EZ/OtherAssetsTotalDetail/EOYAmt036623
IRS990EZ/OtherExpensesTotalAmt093897
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0YOUTH & ADULT SWIM ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt0133501
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SWIM TEAM - YOUTH & ADULT PROGRAM DESIGNED TO ALLOW AREA YOUTH AND ADULTS THE OPPORTUNITY TO TRAIN AND COMPETE AGAINST OTHER TEAMS FROM ACCROSS THE STATE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0206073
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0206073
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CARROLLWOODSWIMMIMG.ORG
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IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98270
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0196997
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0846744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SWIM MEET INCOME SWIM MEET EXPENSES 50,072 EXPENSES 3,474 8,526 1,379 AWARDS & TEAM SPIRIT EXPE 3,472 AWARDS BANQUET EXPENSE 1,415 COACH REGISTRATION FEES 1,133 EQUIPMENT EXPENSE 5,966 FAMILY FUN NIGHT 4,062 MISCELLANEOUS EXPENSE 10 PCL EXPENSE 487 SWIM LESSON EXPENSES 5,919 PAYROLL SERVICE EXPENSE 715 COACHES EXPENSES 2,817 SENIOR EXPENSE 4,000 US SWIM EXPENSE 450 TOTAL 93,897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 36,623 36,623 TOTAL 36,623 36,623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHASE CREDIT CARD 7,069 0 PAYROLL LIABILITIES 0 260
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08139611368
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARROLLWOOD VILLAGE SWIM ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0591620925
ReturnHeader/Filer/PhoneNum08139611368
ReturnHeader/Filer/USAddress/AddressLine1Txt013985 CLUBHOUSE DRIVE
ReturnHeader/Filer/USAddress/CityNm0TAMPA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472567368
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336123416
ReturnHeader/PreparerPersonGrp/PhoneNum08133560400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE B BISHOFF CPA
ReturnHeader/ReturnTs02025-12-26T11:53:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits