Swinging with Purpose Inc (EIN 464601044) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

Diana L Gould Riley

Phone

3017067131

Tax Period

2024-01-01 to 2024-12-31

Swinging with Purpose Inc, founded in 2017, is a small nonprofit in the Unknown sector that reported $172K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 34% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $172,314

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $172,324

Expense Breakdown

Grants Paid $54,804

Salaries & Benefits $0

Fundraising Expenses $43,605

Program Expenses $54,804

Other Expenses $58,259

TOTAL EXPENSES $113,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,324	$171,909	+0.0%
Expenses	$113,063	$152,500	-0.3%
Net Income	$59,261	$19,409	+2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Thatcher Esq	Vice President	2.00	Director	$0	$0	$0
Rose Harper	Director	2.00	Director	$0	$0	$0
Hope Perez	Director	2.00	Director	$0	$0	$0
Shasta Averyhardt	Director	2.00	Director	$0	$0	$0
Jillian Johnson	Director	2.00	Director	$0	$0	$0
Diana L Gould Riley	President	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$172,324	$113,063	$123,650	$59,261
2023	$33,642	$64,324	$63,601	$-30,682
2022	$42,587	$109,269	$94,496	$-66,682
2021	$138,019	$97,363	$160,640	$40,656
2020	$163,985	$135,949	$122,938	$28,036
2019	$163,834	$237,073	$92,601	$-73,239
2018	$241,292	$174,036	$165,472	$67,256

Swinging with Purpose Inc