2024-08-13T12:05:32-05:00 2022-08-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2021-09-01 742481167 SOUTHWEST KEY PROGRAMS INC SOUT 5124622181 6002 JAIN LN AUSTIN TX 78721 STEVEN BECKMAN CFO 5124622181 2024-08-09 1 KIRBY ROSS P00298143 4055949200 2021 2024-08-08 14:25:15Z X ANSELMO VILLARREAL 6002 JAIN LN AUSTIN TX 78721 787985674 0 X WWW.SOUTHWESTKEY.ORG X 1987 TX THE MISSION IS OPENING DOORS TO OPPORTUNITY, SO INDIVIDUALS CAN ACHIEVE THEIR DREAMS. 8 8 10879 143 0 2013871 584055238 759764531 0 0 2288366 460346 1974563 1410997 588318167 761635874 69985 80209 0 0 389553787 583191038 0 0 208045 155585443 190953135 545209215 774224382 43108952 -12588508 203106056 209079921 75119855 97893937 127986201 111185984 X THE MISSION IS OPENING DOORS TO OPPORTUNITY, SO INDIVIDUALS CAN ACHIEVE THEIR DREAMS. 0 0 672282676 -280834 FOR MORE THAN 20 YEARS, SOUTHWEST KEY PROGRAMS HAS BEEN AN INTEGRAL PARTNER IN THE U.S. RESPONSE TO THE IMMIGRATION CRISIS AT OUR SOUTHERN BORDER, SHELTERING IMMIGRANT CHILDREN UNDER 18 YEARS OF AGE WHO ARRIVE IN THIS COUNTRY WITHOUT A PARENT OR GUARDIAN AND UNIFYING THEM WITH THEIR PARENTS, RELATIVES, OR A SPONSOR. SOUTHWEST KEY'S UNACCOMPANIED MINOR (UM) SHELTERS ARE PART OF A FEDERAL SHELTER SYSTEM THAT WAS CREATED AS A RESULT OF THE 1997 FLORES SETTLEMENT AGREEMENT. OUR UM SHELTERS ARE FUNDED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. 87% OF THE CHILDREN IN OUR SHELTERS IN 2021-2021 CAME FROM THE NORTHERN TRIANGLE OF CENTRAL AMERICA, WHICH INCLUDES GUATEMALA, HONDURAS, AND EL SALVADOR. MOST OF THE CHILDREN WERE MALE, BETWEEN THE AGES OF 15-17, FLEEING THREATS OF GANG VIOLENCE IN THEIR HOME COUNTRIES. OTHERS WERE ESCAPING POVERTY, SEARCHING FOR REFUGE AFTER NATURAL DISASTERS, OR SEEKING UNIFICATION WITH FAMILY MEMBERS ALREADY IN THE U.S. WITHIN 24 HOURS OF A CHILD'S ARRIVAL AT A SOUTHWEST KEY FACILITY, OUR CASE MANAGERS BEGIN WORKING ON THE PROCESS OF UNIFICATION. FIRST, WE CONTACT THE CHILD'S FAMILY IN HIS OR HER HOME COUNTRY AND THEN REACH OUT TO THE CHILD'S CONTACTS AND PROSPECTIVE SPONSORS IN THE U.S. WHILE POTENTIAL SPONSORS ARE SCREENED, SOUTHWEST KEY PROVIDES CHILDREN WITH CARE THAT ALLOWS THEM TO THRIVE IN A SAFE, HOME-LIKE, AND NURTURING ENVIRONMENT. WITHIN 48 HOURS OF ENTERING OUR FACILITIES, ALL CHILDREN RECEIVE FULL MEDICAL EXAMINATIONS. THEY ARE ALSO SCREENED FOR INFECTIOUS DISEASES AND RECEIVE ALL CDC-RECOMMENDED IMMUNIZATIONS. SOUTHWEST KEY MEDICAL STAFF PROVIDE BASIC MEDICAL CARE 24 HOURS A DAY. CHILDREN WHO REQUIRE EXAMINATIONS BY SPECIALISTS OR HOSPITAL CARE ARE TRANSPORTED TO THE APPROPRIATE MEDICAL FACILITIES. IN ADDITION TO UNIFICATION, MEDICAL AND COUNSELING SERVICES, CHILDREN HAVE ACCESS TO LEGAL SERVICES, RELIGIOUS SERVICES, ACCULTURATION SERVICES, PHONE CALLS, MAIL SUPPLIES, AND POSTAGE. WE ALSO PROVIDE PERSONAL GROOMING AND HYGIENE SERVICES, SUCH AS HAIRCUTS, LAUNDRY, AND HOUSEKEEPING. YOUTH CAN CONNECT WITH SPONSORS OR FAMILY MEMBERS VIA PHONE AND VIDEO CALLS TO BUILD AND MAINTAIN RELATIONSHIPS WHILE IN OUR CARE. OUR PROGRAMS ARE DEVELOPED TO PROVIDE CHILDREN THE NECESSARY RESOURCES TO THRIVE WHILE IN OUR CARE. EDUCATION IS VITALLY IMPORTANT, SO WE PROVIDE SIX HOURS OF CLASSROOM EDUCATION FIVE DAYS A WEEK. WE ALSO UNDERSTAND HOW IMPORTANT RECREATION, AND PHYSICAL ACTIVITY IS TO ALL CHILDREN, SO THEY ARE GIVEN AMPLE TIME TO PLAY AND RELAX OUTSIDE. WHERE POSSIBLE, WE PROVIDE OPPORTUNITIES FOR ARTS, CRAFTS, MUSIC, ENTERTAINMENT, AND SPECIAL EVENTS. SOUTHWEST KEY'S IN-HOUSE COOKS PROVIDE THREE NUTRITIOUS MEALS AND TWO SNACKS EVERY DAY. 9/1/2021 TO 8/31/2022UM CHILDREN SERVED 44,616UM EMPLOYEES 9,329UM PROGRAMS 31 8765505 80209 SOUTHWEST KEY'S YOUTH AND FAMILY SERVICES PROGRAMS ARE BASED ON THE CORE PRINCIPLE THAT POSITIVE CHANGE CAN HAPPEN THOUGH THERAPEUTIC, EDUCATIONAL AND COMMUNITY-BASED PROGRAMS. OUR SERVICES ARE SHAPED BY EVIDENCE-BASED PRACTICES AND YOUTH AGENCY, ACCOMPLISHED THROUGH STAFF RAISED IN THE COMMUNITIES WE SERVE. BY PROVIDING ALTERNATIVES TO CHILDREN WHO ARE INVOLVED IN THE COURT SYSTEM, YOUTH AND FAMILY SERVICES ENABLES THEM TO STAY AT HOME WITH THEIR FAMILIES AND STAY INVOLVED IN THEIR COMMUNITIES. THROUGH YOUTH AND FAMILY SERVICES, YOUNG MEN AND WOMEN ARE PROVIDED WITH STRUCTURE AND SERVICES THAT PROMOTE POSITIVE BEHAVIORS AND EXPERIENCES. OUR CASE WORKERS PARTNER WITH FAMILIES TO ADDRESS INDIVIDUAL, FAMILY AND SOCIAL ISSUES, SUCH AS HELPING WITH THE TRANSITION BACK HOME FROM A CORRECTIONAL FACILITY OR INSTITUTION, ASSISTING PARENTS WITH EMPLOYMENT AND CHILDCARE, AND WORKING WITH SCHOOL STAFF TO MEET ACADEMIC OR PERSONAL NEEDS. OUR PROGRAMS TRACK THE PROGRESS YOUTH ARE MAKING WHILE HOLDING THEM ACCOUNTABLE FOR THEIR ACTIONS. THESE COMPONENTS WORK TOGETHER TO SET THE FOUNDATION FOR SUCCESS, NOW AND TOMORROW.OUR STAFF PARTNER WITH YOUTH, FAMILIES AND COMMUNITY PARTNERS TO ADDRESS INDIVIDUAL, FAMILY AND SOCIAL ISSUES, SUCH AS HELPING WITH THE TRANSITION BACK HOME FROM A CORRECTIONAL FACILITY OR INSTITUTION, ASSISTING PARENTS TO SUPPORT THEIR CHILDREN BY CONNECTING THEM TO OTHER COMMUNITY-BASED PARTNERS, NATURAL SUPPORTS AND OTHER FAMILY MEMBERS TO ASSIST WITH MEETING BASIC NEEDS, AND EMPOWERING YOUTH TO REACH GOALS TO BETTER THEIR CURRENT SITUATION. IN ADDITION, WE PROVIDE EDUCATION FOR YOUTH WHO HAVE BEEN EXPELLED FROM THEIR HOME CAMPUSES. OUR STAFF WORK WITH STUDENTS TO HELP THEM MEET ACADEMIC OR PERSONAL GOALS. YOUTH AND FAMILY SERVICES OFFERS EDUCATION, CASE MANAGEMENT, YOUTH DEVELOPMENT, MONITORING, AND BEHAVIORAL HEALTH SERVICES IN A VARIETY OF SETTINGS WITH THE GOAL OF KEEPING YOUTH AND FAMILIES TOGETHER, IN THEIR COMMUNITIES AND SCHOOLS. 9/1/2021 TO 8/31/2022YFS CHILDREN SERVED 4,143YFS EMPLOYEES 165YFS PROGRAMS 36 9/1/2021 TO 8/31/2022TOTAL CHILDREN SERVED 48,759TOTAL EMPLOYEES 9,494TOTAL PROGRAMS 67 681048181 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 0 1 187 0 1 10879 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 5125832516 6002 JAIN LANE AUSTIN TX 78721 CYNTHIA HINOJOSA BOARD MEMBER (APR 2021 - JUL 2022) 1.00 X 0 0 0 DAVID MARSHALL BOARD MEMBER 1.00 X 0 0 0 GEORGE KYPUROS BOARD MEMBER 1.00 X 0 0 0 JESUS CABRERA BOARD MEMBER (OCT 2019 - JAN 2023) 1.00 X 0 0 0 ROSA SANTIS BOARD MEMBER 1.00 X 0 0 0 CATALINA GRACIA BOARD SECRETARY 1.00 X X 0 0 0 CELINA ECHAZARETTA BOARD VICE CHAIR 1.00 X X 0 0 0 JUAN RUIZ BOARD TREASUER 1.00 X X 0 0 0 VICTOR GARZA INTERIM BOARD CHAIR 1.00 X X 0 0 0 ANDY HARPER CHIEF INFORMATION OFFICER 40.00 X 437902 0 28749 ANSELMO VILLARREAL PRESIDENT AND CHIEF EXECUTIVE OFFICER 40.00 X 996713 0 25638 CHRISTINA CANTU CHIEF OF STAFF 40.00 X 280985 0 26271 EFREN GARCIA CHIEF LEGAL AND COMPLIANCE OFFICER 40.00 X 431540 0 8649 ERIC MARIN CHIEF STRATEGY AND TRANSFORMATION OFFICER 40.00 X 835049 0 30439 GERALDO RIVERA CHIEF PROGRAM OFFICER 40.00 X 579642 0 33043 JOSE ARROYO-DAVILA CHIEF HUMAN RESOURCES AND ADMINISTRATIVE OFFICER 40.00 X 504720 0 31992 JOELLA BROOKS CHIEF OPERATIONS PROGRAM OFFICER 40.00 X 673593 0 35351 ROBERTO FLORES CHIEF FINANCIAL OFFICER 40.00 X 269364 0 3473 ALAN HODSON VP OF INFORMATION TECHNOLOGY 40.00 X 166047 0 15216 ALFREDO MUNIZ VP OF FINANCIAL BUDGETING AND PLANNING 40.00 X 303502 0 31932 EDWARD ISLEIB CONTROLLER 40.00 X 177725 0 15895 FRANK FELIX VP OF IMMIGRANT CHILD SERVICES 40.00 X 257431 0 16525 HECTOR ZUNIGA VP OF IMMIGRANT CHILD SERVICES 40.00 X 298556 0 27276 NEIL NOWLIN VP OF COMMUNICATIONS 40.00 X 299847 0 6615 VERONICA DELGADO-SAVAGE VICE PRESIDENT-YJ SERVICES 40.00 X 333212 0 30335 DEBRA MIX DIRECTOR OF PAYROLL 40.00 X 190721 0 18000 IRIS GONZALEZ SENIOR LEGAL COUNSEL 40.00 X 225807 0 1365 KRISTYN DERAFFELE ASSOCIATE VP OF HR 40.00 X 133830 0 18395 OLGA GARCIA ASSOCIATE VP OF IMMIGRANT CHILD SERVICES 40.00 X 176050 0 15753 SYLVIA RAPINI ASSOCIATE VP OF IMMIGRANT CHILD SERVICES 40.00 X 173998 0 17692 7746234 0 438604 79 0 1 0 FAVORITE HEALTHCARE STAFFING INC 7255 WEST 98TH TERRACE BLDG 5 SUITE OVERLAND PARK KS 66207 CONTRACT LABOR 23194754 DIVINE FAMILY CARE PLLC 832 ABRAHAMSON DR BROWNSVILLE TX 78526 PROFESSIONAL FEES 6630597 BAKER BOTTS LLP PO BOX 301251 DALLAS TX 75303 LEGAL/PROFESSIONAL FEES 3015789 HURON CONSULTING GROUP INC PO BOX 71223 CHICAGO IL 60607 CONSULTING 2163585 COPACABANA TRAVEL MANAGEMENT LLC 134 S CLAYTON ST STE 7 LAWRENCEVILLE GA 30046 TRAVEL - 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IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS ACTIVITIES. FOR THE FISCAL YEARS ENDED AUGUST 31, 2022 AND 2021, THE ORGANIZATION'S UNRELATED BUSINESS ACTIVITIES FOR TAX REPORTING PURPOSES INCLUDED INCOME OR LOSS FROM CERTAIN INVESTMENTS IN PARTNERSHIPS AND SIMILAR LEGAL ENTITIES. FOR THE YEAR ENDED AUGUST 31, 2022, SOUTHWEST KEY PROGRAM RECOGNIZED INCOME TAX EXPENSE OF $500,827. NO INCOME TAX INCOME OR EXPENSE WAS RECOGNIZED FOR YEAR ENDED AUGUST 31, 2021. THE ORGANIZATION GENERALLY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY FEDERAL AUTHORITIES FOR YEARS ENDED PRIOR TO AUGUST 31, 2018, AND STATE AUTHORITIES FOR YEARS ENDED PRIOR TO AUGUST 31, 2017. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2022, AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FILING OF THE YEAR 2020 FEDERAL TAX FORM 990 WAS SUBMITTED AFTER THE DEADLINE DATE OF JULY 15, 2022. THE YEAR 2021 AND 2020 FORM 990 WAS PREPARED BASED ON INTERNALLY PREPARED FINANCIAL STATEMENTS. AT THE TIME OF FILING THE YEAR 2021 AND 2020 FORM 990, BOTH FISCAL YEARS ENDED AUGUST 31, 2022, AND 2021 AUDIT REPORT HAD NOT BEEN ISSUED. AS SUCH, THE AMENDED RETURN WAS FILED FOR YEAR 2020 FORM 990. AN AMENDED RETURN WILL BE FILED FOR YEAR 2021 AFTER THE AUDIT. PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY INCOME NET WITH EXPENSES 838,592. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY INCOME NET WITH EXPENSES 838,592. SALES 135331 135183 148 135331 135183 148 148 1 LULAC COUNCIL #22325 2216 HASKELL ST AUSTIN TX 78702 371830319 501(C)(3) 10000 0 EL CONCILIO MEXICAN-AMERICAN LANDOWNERS DE EAST AUSTIN NON-PARTISAN COMMUNITY EVENTS 2022 CHCI (CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC) 1128 16TH STREET NW WASHINGTON DC 20036 521114225 501(C)(3) 15000 0 CHCI'S 45TH ANNUA AWADS GALA CHILDREN'S BEREAVEMENT CENTER OF RIO GRANDE VALLEY 2302 N 77 SUNSHINE STRIP STE 202 HARLINGEN TX 78550 843956044 501(C)(3) 15000 0 2022 MARIPOSA GALA LA CASA DE ESPERANZA INC 410 ARCADIAN AVENUE WAUKESHA WI 53186 391144446 501(C)(3) 10000 0 56TH ANNUAL GALA PRIMERA LLC 877 EMPIRE BLVD B8 BROOKLYN NY 11213 851938978 10000 0 CONTRIBUTING TO A FILM RELEASE PRIMERA" 4 1 EDUCATIONAL AWARDS 13 20209 PART 1, LINE 2: DEPENDING ON THE EDUCATION AWARD TYPE, ELIGIBLE STUDENT APPLICANTS ARE EVALUATED BASED ON CRITERIA INCLUDING GPA, SCHOLASTIC RIGOR AND ACHIEVEMENT, PERSONAL ACHIEVEMENT, PERSONAL AND HISTORICAL DISADVANTAGES AND INTELLECTUAL CURIOSITY. 1 X X X 0 0 0 0 0 0 0 0 0 ANSELMO VILLARREAL PRESIDENT AND CHIEF EXECUTIVE OFFICE 658785 0 144160 0 193768 0 24051 0 1587 0 1022351 0 0 0 ERIC MARIN CHIEF STRATEGY AND TRANSFORMATION OF 321584 0 64872 0 448593 0 26000 0 4439 0 865488 0 0 0 JOELLA BROOKS CHIEF OPERATIONS PROGRAM OFFICER 543991 0 108120 0 21482 0 26000 0 9351 0 708944 0 0 0 GERALDO RIVERA CHIEF PROGRAM OFFICER 474532 0 86496 0 18614 0 26000 0 7043 0 612685 0 0 0 JOSE ARROYO-DAVILA CHIEF HUMAN RESOURCES AND ADMINISTRA 406488 0 86546 0 11686 0 25169 0 6823 0 536712 0 0 0 ANDY HARPER CHIEF INFORMATION OFFICER 373957 0 63165 0 780 0 19500 0 9249 0 466651 0 0 0 EFREN GARCIA CHIEF LEGAL AND COMPLIANCE OFFICER 406522 0 21624 0 3394 0 0 0 8649 0 440189 0 0 0 VERONICA DELGADO-SAVAGE VICE PRESIDENT-YJ SERVICES 267542 0 54088 0 11582 0 23298 0 7037 0 363547 0 0 0 ALFREDO MUNIZ VP OF FINANCIAL BUDGETING AND PLANNI 168495 0 30775 0 104232 0 26000 0 5932 0 335434 0 0 0 HECTOR ZUNIGA VP OF IMMIGRANT CHILD SERVICES 149392 0 32251 0 116913 0 21106 0 6170 0 325832 0 0 0 CHRISTINA CANTU CHIEF OF STAFF 221862 0 48997 0 10126 0 19500 0 6771 0 307256 0 0 0 NEIL NOWLIN VP OF COMMUNICATIONS 59604 0 0 0 240243 0 5008 0 1607 0 306462 0 0 0 FRANK FELIX VP OF IMMIGRANT CHILD SERVICES 213811 0 43002 0 618 0 15409 0 1116 0 273956 0 0 0 ROBERTO FLORES CHIEF FINANCIAL OFFICER 243539 0 25000 0 825 0 0 0 3473 0 272837 0 0 0 IRIS GONZALEZ SENIOR LEGAL COUNSEL 82502 0 33000 0 110305 0 827 0 538 0 227172 0 0 0 DEBRA MIX DIRECTOR OF PAYROLL 157821 0 32250 0 650 0 11387 0 6613 0 208721 0 0 0 EDWARD ISLEIB CONTROLLER 150179 0 27000 0 546 0 10703 0 5192 0 193620 0 0 0 OLGA GARCIA ASSOCIATE VP OF IMMIGRANT CHILD SERV 140740 0 26796 0 8514 0 9109 0 6644 0 191803 0 0 0 SYLVIA RAPINI ASSOCIATE VP OF IMMIGRANT CHILD SERV 124984 0 36711 0 12303 0 11312 0 6380 0 191690 0 0 0 ALAN HODSON VP OF INFORMATION TECHNOLOGY 151637 0 10970 0 3440 0 8806 0 6410 0 181263 0 0 0 KRISTYN DERAFFELE ASSOCIATE VP OF HR 103525 0 30000 0 305 0 14228 0 4167 0 152225 0 0 0 PART 1, LINE 3: CONCERNING POLICIES AND PROCEDURES FOR DETERMINING COMPENSATION OF DISQUALIFIED PERSONS FOR THE CURRENT REPORTING YEAR, THE ORGANIZATION BELIEVES THAT IT SUBSTANTIALLY COMPLIED WITH THE IRS'S BEST PRACTICES. RENE OLIVERAS SECOND COUSIN OF JOSE E. ARROYO-DAVILA, CHIEF HR AND ADMIN OFFICER 57427 SALARY, RETIREMENT, AND FRINGE BENEFITS PAID BY THE ORGANIZATION 0 LORENA GUZMAN SISTER-IN-LAW OF HECTOR ZUNIGA, ASSOC. VP OF IMMIGRANT CHILDREN'S SERVICES 85238 SALARY, RETIREMENT, AND FRINGE BENEFITS PAID BY THE ORGANIZATION 0 ESMERALDA GUZMAN SISTER-IN-LAW OF HECTOR ZUNIGA, ASSOC. VP OF IMMIGRANT CHILDREN'S SERVICES 45099 SALARY, RETIREMENT, AND FRINGE BENEFITS PAID BY THE ORGANIZATION 0 ENEDELIA GUZMAN SISTER-IN-LAW OF HECTOR ZUNIGA, ASSOC. VP OF IMMIGRANT CHILDREN'S SERVICES 36735 SALARY, RETIREMENT, AND FRINGE BENEFITS PAID BY THE ORGANIZATION 0 X 15618 FMV 0 0 0 FORM 990 - AMENDED RETURN AFTER THE ORIGINAL 2021 FORM 990 FOR FYE 8/31/22 WAS FILED, THE FINAL AUDIT REPORT WAS ISSUED. THIS RETURN IS BEING AMENDED TO RECONCILE TO THE AUDIT REPORT. THE FOLLOWING CHANGES WERE MADE: PART VIII - LINE 12 (REVENUE) DECREASE $6,069,363 PART IX - LINE 25 (FUNCTIONAL EXPENSES) INCREASE $ 665,912 PART XI - LINE 10 (NET ASSETS) DECREASE $6,735,275 PART X - LINE 16 (TOTAL ASSETS) INCREASE $1,339,331 PART X - LINE 26 (TOTAL LIABILITIES) INCREASE $ 1,339,331 PART X - LINE 32 ( NET ASSETS) DECREASE $6,735,275 FORM 990, PART VI, SECTION A, LINE 4 THE SWK BOARD ACCEPTED AND APPROVED RECOMMENDED CHANGES TO THE BYLAWS ON APRIL 29, 2022. UPDATED CHANGES WERE APPROVED JULY 19, 2022. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE ORGANIZATION'S CFO AND GENERAL COUNSEL. AFTER SAID REVIEW, THE RETURN IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR ITS CONSIDERATION AND APPROVAL. AFTER APPROVAL, THE RETURN IS CIRCULATED TO THE BOARD OF DIRECTORS AND FILED TIMELY. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL OR PERSONAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. DETERMINATIONS REGARDING CONFLICT OF INTEREST INQUIRIES ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS OR THROUGH A WRITTEN REPORT PROVIDED BY THE CEO TO THE BOARD OF DIRECTORS. THE INTERESTED PARTY INVOLVED DOES NOT PARTICIPATE IN A DECISION RELATED TO THE POTENTIAL CONFLICT. IF A CONFLICT OF INTEREST EXISTS, A DETERMINATION WILL BE MADE REGARDING WHETHER A MORE ADVANTAGEOUS ARRANGEMENT IS POSSIBLE. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THEN IT IS DETERMINED BY A MAJORITY VOTE OF THE DISINTERESTED PERSON WHETHER THE CONFLICT OF INTERET IS FAIR AND IN THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES WIPFLI TO CONDUCT 3RD PARTY COMPENSATION ASSESSMENTS FOR THE CEO, EXECUTIVES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ADDITIONAL CAPITAL MADE TO MANGROVE 16 250,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. MANGROVE CELL 16 PC 1050 CONNECTICUT AVENUE NW 700 WASHINGTON DC 20036 CAPTIVE INSURANCE POLICY DC -244804 1526095 SOUTHWEST KEY PROGRAMS INC SWKP ST JOHNS LLC 13010 RESEARCH BLVD 104 AUSTIN TX 78750 824580748 INVESTMENT PARTNERSHIP TX SOUTHWEST KEY PROGRAMS INC EXCLUDED SEC 512 3032258 94471 0 0 0.95830 BUDA HOUSE INVESTORS LLC 13010 RESEARCH BLVD 104 AUSTIN TX 78750 830975536 INVESTMENT PARTNERSHIP TX SOUTHWEST KEY PROGRAMS INC EXCLUDED SEC 512 1999594 0 0 0.57140 SOUTHWEST KEY ENTERPRISES INC - 6002 JAIN LANE AUSTIN TX 78721 208958545 HOLDING COMPANY TX SOUTHWEST KEY PROGRAMS INC C 25460 3902775 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SOUTHWEST KEY ENTERPRISES LLC L 183302 FMV PART I, IDENTIFICATION OF DISREGARDED ENTITIES: NAME OF DISREGARDED ENTITY: MANGROVE CELL 16 PC PRIMARY ACTIVITY: CAPTIVE INSURANCE POLICY SCHEDULE R, PART IV: SOUTHWEST KEY ENTERPRISES, INC. IS A HOLDING COMPANY WHOSE DISREGARDED ENTITIES INCLUDE: SOUTHWEST KEY MAINTENANCE, LLC (26-0139649) SOUTHWEST KEY CAFE DEL SOL, LLC (26-0530306) SOUTHWEST KEY WORKFORCE DEVELOPMENT, LLC (27-0855414) SOUTHWEST KEY GREEN ENERGY & CONSTRUCTION, LLC (21-2310750) THE BLOOMING FLORIST, LLC (45-2136940)