SOUTHWEST ASSOCIATION OF STUDENT ASSISTANCE PROGRAMS INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST ASSOCIATION OF STUDENT ASSISTANCE PROGRAMS INC (EIN 74-1966579)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-03-22
IRS object ID
202210819349300421
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2022-03-22T11:18:12-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208021464PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PORTERFIELD & COMPANY CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 N COLLEGE AVE STE 215AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP727014381ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741966579EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWEST ASSOCIATION OF STUDENT ASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone9856302684PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11905 WEST THOMAS STREET STE D350AddressLine1Txt
CityHAMMONDCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY CARUSOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9856302684PhoneNum
Signature2022-03-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKIMBERLYPersonFirstNm
Person LastCARUSOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTOM G PORTERFIELDPreparerPersonNm
PTINP00320707PTIN
Phone8707413135PhoneNum
Preparation2022-03-17PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerKIMBERLY CARUSOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11905 WEST THOMAS STAddressLine1Txt
Address Line2STE D350AddressLine2Txt
CityHAMMONDCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70403ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$245,393GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateLALegalDomicileStateCd
Activity Or MissionEQUAL EDUCATION/ LEADERSHIP DEVELOPMENTActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$120PYContributionsGrantsAmt
CY Contributions Grants$28,160CYContributionsGrantsAmt
PY Program Service Revenue$117,179PYProgramServiceRevenueAmt
CY Program Service Revenue$213,480CYProgramServiceRevenueAmt
CY Investment Income$3CYInvestmentIncomeAmt
CY Other Revenue$3,750CYOtherRevenueAmt
PY Total Revenue$117,299PYTotalRevenueAmt
CY Total Revenue$245,393CYTotalRevenueAmt
PY Grants And Similar Paid$870PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,525CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$1,000PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$137,232PYOtherExpensesAmt
CY Other Expenses$92,132CYOtherExpensesAmt
PY Total Expenses$139,102PYTotalExpensesAmt
CY Total Expenses$112,657CYTotalExpensesAmt
PY Revenues Less Expenses-$21,803PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$132,736CYRevenuesLessExpensesAmt
Total Assets BOY$158,684TotalAssetsBOYAmt
Total Assets EOY$294,439TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$158,684NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$294,439NetAssetsOrFundBalancesEOYAmt
MissionEQUAL EDUCATION/ LEADERSHIP DEVELOPMENTMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$82,492ExpenseAmt
Grant$20,525GrantAmt
Revenue$213,480RevenueAmt
DescSWASAP'S PURPOSE IS TO ADVANCE AND DEFEND THE IDEAL OF EDUCATIONAL OPPORTUNITY FOR ALL TRIO ELIGIBLE INDIVIDUALS. SWASAP PROVIDES TO ITS MEMBERS THE GUIDANCE AND SUPPORT NEEDED TO FOSTER THOSE ACTIVITIES NECESSARY TO ENABLE THE TARGET POPULTAION TO PERSIST IN ACHEIVING THEIR EDUCATIONAL GOALS.Desc
Total Program Service Expenses$82,492TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKIMBERLY CARUSOPersonNm
Phone9856302684PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11905 WEST THOMAS STAddressLine1Txt
Address Line2STE D350AddressLine2Txt
CityHAMMONDCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70403ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KIMBERLY CARUSO
TREASURER5.00Yes (X)Yes (X)$0$0$0
CAROL GILLEY
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
RONDA MCLELLAND
PAST PRESIDE3.00Yes (X)Yes (X)$0$0$0
DARCIA SIMON
PRESIDENT EL3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$12,160MembershipDuesAmt
All Other Contributions$16,000AllOtherContributionsAmt
Total Contributions$28,160TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GENERAL REVENUE:CONFERENCE RE$194,140$194,140
GENERAL REVENUE:CONFERENCE RE$7,975$7,975
EXHIBITORS$4,200$4,200
TRIO TRAINING REGISTRATION 20$3,975$3,975
GENERAL REVENUE:STUDENT LEADE$3,190$3,190
FieldValueIRS element (for citing)
Total Program Service Revenue$213,480TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3TotalRevenueColumnAmt
Exclusion$3ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC REVENUEDesc
Total Revenue Column$3,750TotalRevenueColumnAmt
Related Or Exempt Func Income$3,750RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,750OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$245,393TotalRevenueColumnAmt
Related Or Exempt Func Income$217,230RelatedOrExemptFuncIncomeAmt
Exclusion$3ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$20,525TotalAmt
Program Services$20,525ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,019TotalAmt
Management And General$6,019ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,000TotalAmt
Program Services$4,000ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,197TotalAmt
Program Services$1,197ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,797TotalAmt
Management And General$5,797ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$50,954TotalAmt
Program Services$42,580ProgramServicesAmt
Management And General$8,374ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,351TotalAmt
Management And General$1,351ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
STATE ASSOCIATION SUPPORT$13,000$13,000
C VENT MERCHANT FEE$6,960$6,960
BANK CHARGES$1,418$1,418
MEMBERSHIP DUES COE$1,190$1,190

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$246TotalAmt
Management And General$246ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$112,657TotalAmt
Program Services$82,492ProgramServicesAmt
Management And General$30,165ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$158,684BOYAmt
EOY$294,439EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$158,684BOYAmt
EOY$294,439EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$158,684BOYAmt
EOY$294,439EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$158,684BOYAmt
EOY$294,439EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$158,684BOYAmt
EOY$294,439EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$132,736ReconcilationRevenueExpnssAmt
Prior Period Adjustments$3,019PriorPeriodAdjustmentsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,518CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,837CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,200CurrentTaxYearMinus1YearAmt
Current Tax Year$28,160CurrentTaxYearAmt
Total$79,295TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$216,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$285,834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$398,008CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,099CurrentTaxYearMinus1YearAmt
Current Tax Year$217,230CurrentTaxYearAmt
Total$1,230,882TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$230,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$300,352CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$416,845CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,299CurrentTaxYearMinus1YearAmt
Current Tax Year$245,390CurrentTaxYearAmt
Total$1,310,177TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,310,177PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$3CurrentTaxYearAmt
Total$3TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year$3CurrentTaxYearAmt
Total$3TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$230,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$300,352CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$416,845CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$117,299CurrentTaxYearMinus1YearAmt
Current Tax Year$245,393CurrentTaxYearAmt
Total$1,310,180TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeOPERATIONAL EXPENSES:SCHOGrantTypeTxt
Recipient29RecipientCnt
Cash Grant$20,525CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 6THE MEMBERS ARE INDIVIDUALS WHO WORK IN STUDENT ASSISTANCE OFFICES ON COLLEGE CAMPUSES.
FORM 990, PAGE 6, PART VI, LINE 11BCPA CONDUCTS AUDIT OF FINANCIAL RECORDS.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.

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