SOUTHWEST C A R E CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST C A R E CENTER (EIN 85-0397444)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-30
- IRS object ID
- 201330309349300098
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-01-30T16:36:49-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zlotnick Laws & Sandoval PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Calle Medico | AddressLine1 |
| City | Santa Fe | City |
| State | NM | State |
| ZIP Code | 87505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850397444 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST CARE CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 5059898200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 Harkle Road | AddressLine1 |
| City | Santa Fe | City |
| State | NM | State |
| ZIP Code | 87505 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeff Thomas | Name |
| Title | Executive Director | Title |
| Date Signed | 2013-01-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard D Sandoval | Name |
| Phone | 5059823894 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12183594 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | SOUTHWESTCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | To provide comprehensive care research, education, prevention and support services to people affected by HIV/AIDS and related conditions in New Mexico. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 59 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1824852 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1795477 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 673231 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 892065 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11489 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23453 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3727602 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4479835 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6237174 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7190830 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3155798 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3892760 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 249658 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2023792 | OtherExpensePriorYear |
| Other Expenses Current Year | 2184214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5179590 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6076974 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1057584 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1113856 | RevenuesLessExpensesCY |
| Total Assets BOY | 4041904 | TotalAssetsBOY |
| Total Assets EOY | 5051254 | TotalAssetsEOY |
| Total Liabilities BOY | 442509 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 562251 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3599395 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4489003 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide comprehensive care research, education, prevention and support services to people affected by HIV/AIDS and related conditions in New Mexico. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4759386 | Expense |
| Grants | 1760063 | Grants |
| Revenue | 883133 | Revenue |
| Description | Provides comprehensive care, research, education, prevention and support services to people affected by HIV/AIDS and related conditions in New Mexico | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 575831 | Expense |
| Revenue | 4315920 | Revenue |
| Description | The pharmacy department dispenses HIV and Non-HIV prescription drugs to its patients. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5335217 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 59 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jeff Thomas | NamePerson |
| Telephone Number | 5059898200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 Harkle Road Ste E | AddressLine1 |
| City | Santa Fe | City |
| State | NM | State |
| ZIP Code | 87505 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Keith Romero | |||||||
| Vice President | 0.00 | X | X | 0 | 0 | 0 | |
| Jill Cooper Udall | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dru Sherrod | |||||||
| Secretary/Treas | 1.00 | X | X | 0 | 0 | 0 | |
| Roxanne Shaw-Apple | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Will Halm | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Tracy Conner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| David Ginsberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard Martinez | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Al Lama | |||||||
| President | 1.50 | X | X | 0 | 0 | 0 | |
| Alicia Miller | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Wenoah Veikley | |||||||
| COO | 40.00 | X | 112577 | 0 | 0 | ||
| Trevor Hawkins M D | |||||||
| Med. Director | 40.00 | X | 292962 | 0 | 6578 | ||
| Jeff Thomas | |||||||
| Executive Direc | 45.00 | X | 153048 | 0 | 3131 | ||
| Warren Goldenberg | |||||||
| Nurse Practitioner | 40.00 | 107200 | 0 | 0 | X | ||
| Jaymison Arnold | |||||||
| Pharmacist | 40.00 | 143470 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 809257 | TotalReportableCompFromOrg |
| Total Other Compensation | 9709 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southpoint Builders | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 E Pine Extension | AddressLine1 |
| City | Santa Fe | City |
| State | NM | State |
| ZIP Code | 87508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Consturction | DescriptionOfServices |
| Compensation | 232053 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 1739462 | GovernmentGrants |
| All Other Contributions | 56015 | AllOtherContributions |
| Noncash Contributions | 3830 | NoncashContributions |
| Total Contributions | 1795477 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Service Income, net | 408425 | 408425 |
| Research | 474708 | 474708 |
| Other Program Revenue | 8932 | 8932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 892065 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27763 | TotalRevenueColumn |
| Exclusion | $27,763 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 59536 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 59536 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59536 | TotalRevenueColumn |
| Exclusion | $59,536 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4310 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -4310 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4310 | TotalRevenueColumn |
| Related Or Exempt Function Income | -4310 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 163406 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 59027 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104379 | TotalRevenueColumn |
| Exclusion | $104,379 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 9245347 | GrossSalesOfInventory |
| Cost Of Goods Sold | 4929427 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4315920 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4315920 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7190830 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5203675 | RelatedOrExemptFunctionIncome |
| Exclusion | $191,678 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809257 | Total |
| Program Services | 686819 | ProgramServices |
| Management And General | 107134 | ManagementAndGeneral |
| Fundraising | 15304 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2467820 | Total |
| Program Services | 2162589 | ProgramServices |
| Management And General | 206080 | ManagementAndGeneral |
| Fundraising | 99151 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367790 | Total |
| Program Services | 322032 | ProgramServices |
| Management And General | 32756 | ManagementAndGeneral |
| Fundraising | 13002 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247893 | Total |
| Program Services | 217314 | ProgramServices |
| Management And General | 21958 | ManagementAndGeneral |
| Fundraising | 8621 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13199 | Total |
| Management And General | 13199 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75043 | Total |
| Program Services | 65177 | ProgramServices |
| Management And General | 6354 | ManagementAndGeneral |
| Fundraising | 3512 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49007 | Total |
| Program Services | 42251 | ProgramServices |
| Management And General | 6247 | ManagementAndGeneral |
| Fundraising | 509 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79767 | Total |
| Program Services | 69278 | ProgramServices |
| Management And General | 6755 | ManagementAndGeneral |
| Fundraising | 3734 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178816 | Total |
| Program Services | 157181 | ProgramServices |
| Management And General | 1940 | ManagementAndGeneral |
| Fundraising | 19695 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84439 | Total |
| Program Services | 74278 | ProgramServices |
| Management And General | 3046 | ManagementAndGeneral |
| Fundraising | 7115 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -750 | Total |
| Program Services | -750 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65703 | Total |
| Program Services | 57064 | ProgramServices |
| Management And General | 5564 | ManagementAndGeneral |
| Fundraising | 3075 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34906 | Total |
| Program Services | 27206 | ProgramServices |
| Management And General | 7315 | ManagementAndGeneral |
| Fundraising | 385 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| research | 98721 | 98721 | ||
| AID & Comfort Program Expense | 161460 | 161460 | ||
| Contract service | 252283 | 240633 | 9236 | 2414 |
| Client Expenses | 315066 | 315066 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 776554 | Total |
| Program Services | 638898 | ProgramServices |
| Management And General | 64515 | ManagementAndGeneral |
| Fundraising | 73141 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6076974 | Total |
| Program Services | 5335217 | ProgramServices |
| Management And General | 492099 | ManagementAndGeneral |
| Fundraising | 249658 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 847194 | BOY |
| EOY | 363945 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709742 | BOY |
| EOY | 560154 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164080 | BOY |
| EOY | 134296 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35653 | BOY |
| EOY | 38290 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1906153 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 394054 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143005 | BOY |
| EOY | 1512099 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1055226 | BOY |
| EOY | 1936418 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372 | BOY |
| EOY | 353 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86632 | BOY |
| EOY | 505699 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4041904 | BOY |
| EOY | 5051254 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 439509 | BOY |
| EOY | 549751 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3000 | BOY |
| EOY | 12500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442509 | BOY |
| EOY | 562251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3573904 | BOY |
| EOY | 4489003 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25491 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3599395 | BOY |
| EOY | 4489003 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4041904 | BOY |
| EOY | 5051254 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1113856 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -224248 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3270463 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3034964 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3050300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1824852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1795477 | CurrentTaxYear |
| Total | 12976056 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 59536 | CurrentTaxYear |
| Total | 59536 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 753321 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2348140 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6937021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9219939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10137412 | CurrentTaxYear |
| Total | 29395833 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9450 | CurrentTaxYearMinus3Years |
| Total | 9450 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4023784 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5392554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9987321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11044791 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11992425 | CurrentTaxYear |
| Total | 42440875 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 42440875 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34621 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10701 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26039 | CurrentTaxYear |
| Total | 102566 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34621 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10701 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26039 | CurrentTaxYear |
| Total | 102566 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4058405 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5403255 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9995361 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11067956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12018464 | CurrentTaxYear |
| Total | 42543441 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99760 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98940 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00240 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00470 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10000 | OtherCostOrOtherBasis |
| Book Value | 10000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1896153 | OtherCostOrOtherBasis |
| Depreciation | 394054 | Depreciation |
| Book Value | 1502099 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1512099 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Gala donations | 17800 |
| Due from SW CARE Holding | 486315 |
| Due from bank | 2450 |
| Deposits | -866 |
| Apraisal |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 505699 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Rent expense paid to Holding Co. $94231 |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | COGS $4929427 Event Expenses $59027 Expenses related to the Holding Company $117327 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | COGS $4929427 Event Expenses $59027 Loss on disposal of assets $4310 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Transfer to holding company $ -219972 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | A & C Gala Revenue | NameOfEvent1 |
| Gross Receipts Event1 | 120556 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 120556 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 18827 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2731 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1855 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 35614 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Kentucky Derby | NameOfEvent2 |
| Gross Receipts Event2 | 34350 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 34350 | GrossRevenueEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 8500 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 8500 | GrossRevenueOtherEvents |
| Gross Receipts Total | 163406 | GrossReceiptsTotal |
| Gross Revenue Total Events | 163406 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 18827 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2731 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1855 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 35614 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 59027 | DirectExpenseSummaryEvents |
| Net Income Summary | 104379 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|
| Trevor Hawkins M D | ||
| 292962 | 6578 | 299540 |
| Jeff Thomas | ||
| 153048 | 3131 | 156179 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (27 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Utilities: Column (A) - Total = $26697; Column (B) - Program Services = $23230; Column (C) - Management & General = $2233; Column (D) - Fundraising = $1234 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Telephone & Internet: Column (A) - Total = $58818; Column (B) - Program Services = $51403; Column (C) - Management & General = $4775; Column (D) - Fundraising = $2640 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Staff development: Column (A) - Total = $38562; Column (B) - Program Services = $33805; Column (C) - Management & General = $3416; Column (D) - Fundraising = $1341 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Security: Column (A) - Total = $9956; Column (B) - Program Services = $8647; Column (C) - Management & General = $843; Column (D) - Fundraising = $466 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Repairs & maintenance: Column (A) - Total = $51781; Column (B) - Program Services = $44974; Column (C) - Management & General = $4383; Column (D) - Fundraising = $2424 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | property taxes: Column (A) - Total = $11103; Column (B) - Program Services = $10166; Column (C) - Management & General = $393; Column (D) - Fundraising = $544 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Printing and Publications: Column (A) - Total = $11592; Column (B) - Program Services = $10165; Column (C) - Management & General = $919; Column (D) - Fundraising = $508 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Prevention expenses: Column (A) - Total = $41424; Column (B) - Program Services = $41424; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Postage and Shipping: Column (A) - Total = $7910; Column (B) - Program Services = $6870; Column (C) - Management & General = $670; Column (D) - Fundraising = $370 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | pharmacy expense: Column (A) - Total = $72913; Column (B) - Program Services = $72913; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Payroll service fee: Column (A) - Total = $48846; Column (B) - Program Services = $42820; Column (C) - Management & General = $4327; Column (D) - Fundraising = $1699 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Miscellaneous expense: Column (A) - Total = $61582; Column (B) - Program Services = $39307; Column (C) - Management & General = $22275; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | medical supplies: Column (A) - Total = $63409; Column (B) - Program Services = $63409; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Meals & entertainment: Column (A) - Total = $42846; Column (B) - Program Services = $37213; Column (C) - Management & General = $3627; Column (D) - Fundraising = $2006 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | lab fees: Column (A) - Total = $19553; Column (B) - Program Services = $19553; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Janitorial: Column (A) - Total = $18880; Column (B) - Program Services = $16398; Column (C) - Management & General = $1598; Column (D) - Fundraising = $884 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Fundraising Expenses: Column (A) - Total = $45084; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $45084 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Dues & Subscriptions: Column (A) - Total = $47011; Column (B) - Program Services = $40830; Column (C) - Management & General = $3980; Column (D) - Fundraising = $2201 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Donations: Column (A) - Total = $10997; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $10997 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | continuing education: Column (A) - Total = $39754; Column (B) - Program Services = $33005; Column (C) - Management & General = $6604; Column (D) - Fundraising = $145 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | condo fees: Column (A) - Total = $12778; Column (B) - Program Services = $11098; Column (C) - Management & General = $1082; Column (D) - Fundraising = $598 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Board development: Column (A) - Total = $770; Column (B) - Program Services = $0; Column (C) - Management & General = $770; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Bank charges: Column (A) - Total = $2620; Column (B) - Program Services = $0; Column (C) - Management & General = $2620; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Bad Debt: Column (A) - Total = $31668; Column (B) - Program Services = $31668; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Made available upon request and pursuant to applicable state and federal statutory requirements. The NM Office of the Attorney General requires these documents be submitted and maintained on their website. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Board reviews compensation annually and will adjust based on either cost-of-living allowance and/or performance review |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Reviewed by Executive Director |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest CARE Holding Company | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 McKenzie St | AddressLine1 |
| City | Santa Fe | City |
| State | NM | State |
| ZIP Code | 87501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943434487 | EIN |
| Primary Activities | Hold Title to Real Estate | PrimaryActivities |
| Legal Domicile State | NM | LegalDomicileState |
| Exempt Code Section | 501(c)2 | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Southwest CARE Holding Company | ||
| q | 219972 | Property @ Cost |
| Southwest CARE Holding Company | ||
| j | 94231 | Market Rent |
Comments