SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION (EIN 57-1212450)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-03-27
- IRS object ID
- 202540869349300609
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-27T09:28:04-04:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742332623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMSTRONG VAUGHAN & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 941 WEST BYRD BLVD STE 101 | AddressLine1Txt |
| City | UNIVERSAL CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571212450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST INDEPENDENT SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | DISTRICT EDUCATION FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2106223488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JAMES GATES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2106223488 | PhoneNum |
| Signature | 2025-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH F FRASER | PreparerPersonNm |
| PTIN | P00647739 | PTIN |
| Phone | 2106586229 | PhoneNum |
| Preparation | 2025-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JAMES GATES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $787,567 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWISD.NET/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE SOUTHWEST ISD EDUCATION FOUNDATION IS TO PROVIDE RESOURCES AND SERVE AS AMBASSADORS FOR THE PROGRAMS AND INITIATIVES THAT SUPPORT SOUTHWEST INDEPENDENT SCHOOL DISTRICT'S STRATEGIC PLAN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $131,210 | PYContributionsGrantsAmt |
| CY Contributions Grants | $169,938 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $160,225 | PYInvestmentIncomeAmt |
| CY Investment Income | $253,760 | CYInvestmentIncomeAmt |
| CY Other Revenue | -$37,669 | CYOtherRevenueAmt |
| PY Total Revenue | $291,435 | PYTotalRevenueAmt |
| CY Total Revenue | $386,029 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $173,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $158,818 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $875 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,394 | PYOtherExpensesAmt |
| CY Other Expenses | $78,069 | CYOtherExpensesAmt |
| PY Total Expenses | $223,194 | PYTotalExpensesAmt |
| CY Total Expenses | $236,887 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $68,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $149,142 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,597,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,121,667 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,597,450 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,121,667 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE SOUTHWEST ISD EDUCATION FOUNDATION IS TO PROVIDE RESOURCES AND SERVE AS AMBASSADORS FOR THE PROGRAMS AND INITIATIVES THAT SUPPORT SOUTHWEST INDEPENDENT SCHOOL DISTRICT'S STRATEGIC PLAN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $218,866 | ExpenseAmt |
| Grant | $158,818 | GrantAmt |
| Desc | PROVIDED RESOURCES AND SERVED AS AMBASSADORS FOR THE PROGRAMS AND INITIATIVES THAT SUPPORTED SOUTHWEST INDEPENDENT SCHOOL DISTRICT'S STRATEGIC PLAN. | Desc |
| Total Program Service Expenses | $218,866 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN CHOATE | PersonNm |
| Phone | 2106224300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| JENNY COLLIER | ||||||
| EXECUTIVE DI | Yes (X) | $0 | $0 | $0 | ||
| RYAN BERGMANN | ||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| DAVID ELLIS | ||||||
| MEMBER | $0 | $0 | $0 | 2.00 | Yes (X) | |
| JORGE FLORES | ||||||
| MEMBER | $0 | $0 | $0 | 2.00 | Yes (X) | |
| DR JAMES GATES | ||||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| CARLA MEDINA | ||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| JAMES NITSCHKE | ||||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| DANNY SMITH | ||||||
| MEMBER | $0 | $0 | $0 | 2.00 | Yes (X) | |
| HELEN SMITH | ||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| MARTHA SMITH | ||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| CHRISTOPHER SULLAWAY | ||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| TRAVIS VERSTUYFT | ||||||
| MEMBER | $0 | $0 | $0 | 2.00 | Yes (X) | |
| PRISCILLA VOMERO | ||||||
| MEMBER | $0 | $0 | $0 | 2.00 | Yes (X) | |
| DAN CHOATE | ||||||
| TREASURER | Yes (X) | $0 | $0 | $0 | 2.00 | Yes (X) |
| KYLE GATES | ||||||
| MEMBER | $0 | $0 | $0 | 2.00 | Yes (X) | |
| RAFAEL BEDOLLA | ||||||
| MEMBER | $0 | $0 | $0 | 2.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $117,390 | FundraisingAmt |
| All Other Contributions | $52,548 | AllOtherContributionsAmt |
| Total Contributions | $169,938 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,273 | TotalRevenueColumnAmt |
| Exclusion | $129,273 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $480,139 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $355,652 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $124,487 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,487 | TotalRevenueColumnAmt |
| Exclusion | $124,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,217 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $117,390 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $45,886 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,669 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $386,029 | TotalRevenueColumnAmt |
| Exclusion | $253,760 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,818 | TotalAmt |
| Program Services | $158,818 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,124 | TotalAmt |
| Management And General | $10,124 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,589 | TotalAmt |
| Program Services | $60,048 | ProgramServicesAmt |
| Management And General | $541 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099 | TotalAmt |
| Management And General | $1,072 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688 | TotalAmt |
| Management And General | $688 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786 | TotalAmt |
| Management And General | $2,786 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BANK CHARGES | $2,055 | $1,451 | $604 |
| MISCELLANEOUS | $728 | $484 | $244 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,887 | TotalAmt |
| Program Services | $218,866 | ProgramServicesAmt |
| Management And General | $17,146 | ManagementAndGeneralAmt |
| Fundraising | $875 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,255 | BOYAmt |
| EOY | $411,038 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $166,467 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,125 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,140,070 | BOYAmt |
| EOY | $4,544,162 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,597,450 | BOYAmt |
| EOY | $5,121,667 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,597,450 | BOYAmt |
| EOY | $5,121,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,597,450 | BOYAmt |
| EOY | $5,121,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,597,450 | BOYAmt |
| EOY | $5,121,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $149,142 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $375,075 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,938 | CurrentTaxYearAmt |
| Total | $568,650 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,938 | CurrentTaxYearAmt |
| Total | $568,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $568,650 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $253,760 | CurrentTaxYearAmt |
| Total | $1,308,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,877,138 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,217 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.28340 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | EXCLUDING INVESTMENT INCOME, THE FOUNDATION RECEIVES 100% OF ITS REVENUE FROM PUBLIC SUPPORT. THE BOARD OF THE ORGANIZATION MAINTAINS CONTINUOUS AND BONA FIDE INITIATIVES TO SOLICIT FUNDS FROM THE GENERAL PUBLIC, DISTRICT MEMBERS, OTHER PUBLIC CHARITIES, AND FROM GOVERNMENTAL, PUBLIC AND PRIVATE ENTITIES. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 17A | EXCLUDING INVESTMENT INCOME, THE FOUNDATION RECEIVES 100% OF ITS REVENUE FROM PUBLIC SUPPORT. THE BOARD OF THE ORGANIZATION MAINTAINS CONTINUOUS AND BONA FIDE INITIATIVES TO SOLICIT FUNDS FROM THE GENERAL PUBLIC, DISTRICT MEMBERS, OTHER PUBLIC CHARITIES, AND FROM GOVERNMENTAL, PUBLIC AND PRIVATE ENTITIES. |
| PART II, LINE 17B | EXCLUDING INVESTMENT INCOME, THE FOUNDATION RECEIVES 100% OF ITS REVENUE FROM PUBLIC SUPPORT. THE BOARD OF THE ORGANIZATION MAINTAINS CONTINUOUS AND BONA FIDE INITIATIVES TO SOLICIT FUNDS FROM THE GENERAL PUBLIC, DISTRICT MEMBERS, OTHER PUBLIC CHARITIES, AND FROM GOVERNMENTAL, PUBLIC AND PRIVATE ENTITIES. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,535,844 | BeginningYearBalanceAmt |
| Contributions | $480,139 | ContributionsAmt |
| Investment Earnings Or Losses | $666,778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $934,839 | OtherExpendituresAmt |
| Administrative Expenses | $37,293 | AdministrativeExpensesAmt |
| End Year Balance | $4,710,629 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,427,792 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $233,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $90,000 | OtherExpendituresAmt |
| Administrative Expenses | $35,370 | AdministrativeExpensesAmt |
| End Year Balance | $4,535,844 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,023,689 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$633,992 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $38,095 | AdministrativeExpensesAmt |
| End Year Balance | $4,427,792 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,403,417 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $657,520 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $37,248 | AdministrativeExpensesAmt |
| End Year Balance | $5,023,689 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,209,892 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $306,936 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| Administrative Expenses | $33,411 | AdministrativeExpensesAmt |
| End Year Balance | $4,403,417 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Rev Etc Audited Fincl Stmt | $761,104 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $375,075 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $375,075 | RevenueNotReportedAmt |
| Revenue Subtotal | $386,029 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $386,029 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $236,887 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $236,887 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $236,887 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $67,107 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,890 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,217 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,557 | OtherDirectExpensesEvent1Amt |
| Event2 | CASINO NIGHT | Event2Nm |
| Gross Receipts Event2 | $58,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $53,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,000 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $28,329 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $125,607 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $117,390 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,217 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,886 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $45,886 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,669 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST INDEPENDENT SCHOOL DISTR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $158,818 | CashGrantAmt |
| Purpose Of Grant | PROGRAMS/INITIATIVES | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE GRANT OR ASSISTANCE IS TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT SUCCESS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW PRIOR TO ITS FILING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Comments