SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION: Form 990, tax year 2011
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- Organization
- SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION (EIN 57-1212450)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-02-15
- IRS object ID
- 201330499349300623
- Schema version
- 2011v1.2
- 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 | 2013-02-15T13:41:59-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760689865 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALONZO BACARISSE IRVINE & PALMER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 NORTHWEST LOOP 410 SUITE 725 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782295308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571212450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST INDEPENDENT SCHOOL DISTRICT | BusinessNameLine1 |
| Business Name Line2 | EDUCATION FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2106223488 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782522647 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JAMES GATES | Name |
| Title | PRESIDENT | Title |
| Phone | 2106223488 | Phone |
| Date Signed | 2013-01-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | H L SCHWARTZMAN CPA | Name |
| PTIN | P00032172 | PTIN |
| Phone | 2103412581 | 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) |
|---|---|---|
| Name Of Principal Officer Person | DR JAMES GATES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78252 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 108821 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SWISD.NET/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT'S ACADEMIC AND PERSONAL SUCCESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 76898 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 48516 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9182 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12421 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 63853 | OtherRevenuePriorYear |
| Other Revenue Current Year | 47884 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 149933 | TotalRevenuePriorYear |
| Total Revenue Current Year | 108821 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 298672 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 202612 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11089 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21664 | OtherExpensePriorYear |
| Other Expenses Current Year | 32665 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 320336 | TotalExpensesPriorYear |
| Total Expenses Current Year | 235277 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -170403 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -126456 | RevenuesLessExpensesCY |
| Total Assets BOY | 3757798 | TotalAssetsBOY |
| Total Assets EOY | 3663256 | TotalAssetsEOY |
| Total Liabilities BOY | 48672 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3709126 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3663256 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE SOUTHWEST ISD EDUCATION FOUNDATION IS TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT ACADEMIC AND PERSONAL SUCCESS AND TO HELP ENSURE SOUTHWEST ISD GRADUATES WILL BE PREPARED TO BE PRODUCTIVE CITIZENS WHO UNDERSTAND THE IMPORTANCE OF CIVIC INVOLVEMENT FOR THE PRESERVATION OF FUTURE GENERATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 153900 | Expense |
| Grants | 153900 | Grants |
| Description | THE FOUNDATION PROVIDES ASSISTANCE BY SUPPORTING THE DEVELOPMENT OF THE SOUTHWEST ACADEMY. THE SOUTHWEST ACADEMY IS A PROGRAM FOR STUDENTS INTERESTED IN COMPLETING THEIR HIGH SCHOOL EDUCATION IN AN ENVIRONMENT THAT SUPPORTS AT-RISK STUDENTS. SOUTHWEST ACADEMY IS AN ACADEMIC COMMUNITY OF SUPPORT WHICH PROVIDES THE BEST EDUCATION FOR STUDENTS BY SEEKING A NON-TRADITIONAL HIGH SCHOOL BY DEVELOPING SUCCESSFUL LEARNERS WHO POSSESS POSITIVE SOCIAL SKILLS, ENCOURAGING STUDENTS TO STAY IN SCHOOL, PREPARING THEM FOR GRADUATION AND POST-SECONDARY SUCCESS, AND INSPIRING A PASSION FOR LIFE AND LEARNING. THE FOUNDATION ALSO PROVIDED ASSISTANCE TO THE SOUTHWEST INDEPENDENT SCHOOL DISTRICT THROUGH VARIOUS GRANTS INCLUDING A READING INITIATIVE, A MUSICAL BRIDGES PROGRAM, AND SPECIAL OLYMPICS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 48712 | Expense |
| Grants | 48712 | Grants |
| Description | THE FOUNDATION ASSISTED SOUTHWEST ISD STUDENTS BY PROVIDING GRANTS FOR TEACHERS TO IMPLEMENT INNOVATIVE CLASSROOM OPPORTUNITIES. THE FOUNDATION ALLOWS TEACHERS TO SUBMIT GRANTS THAT WILL ALLOW FOR MATERIALS TO BE PURCHASED TO ENHANCE THE CURRICULUM THROUGH INQUIRY BASED LEARNING, HANDS ON PROJECTS, SCIENCE EXPERIMENTS, AND TECHNOLOGY. THE FOUNDATION PROVIDED 24 TEACHERS IN THE SOUTHWEST INDEPENDENT SCHOOL DISTRICT WITH GRANTS DURING THE YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 202612 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANETTE BALL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2106224300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782522647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DR JAMES GATES | |||||
| PRESIDENT/CHAIRMAN | 2.00 | X | 0 | 0 | 0 |
| RUDY MOLLEDA | |||||
| VICE-PRESIDENT | 2.00 | X | 0 | 0 | 0 |
| EULLA KRUEGER | |||||
| VICE-PRESIDENT | 2.00 | X | 0 | 0 | 0 |
| HELEN KEATON | |||||
| VICE-PRESIDENT | 2.00 | X | 0 | 0 | 0 |
| STELLA MOLLEDA | |||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 |
| SHERRI DILLARD | |||||
| TREASURER | 2.00 | X | 0 | 0 | 0 |
| JEANETTE BALL | |||||
| EXECUTIVE DIRECTOR/MEMBER | 2.00 | X | 0 | 0 | 0 |
| ANNE-MARIE ESPINOZA | |||||
| DISTRICT REP/EXEC. MEMBER | 2.00 | X | 0 | 0 | 0 |
| SASKIA CARRERA-BOSQUEZ | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| MARTHA Q SMITH | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| HELEN KEATON | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| DR GEORGE T KNIGHT | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| KIRK KOHLER | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| BELINDA P SILLER | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| DANNY SMITH | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| FLORENDA BERNAL | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| MARY URESTI | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| BERTO GUERA JR | |||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 48516 | AllOtherContributions |
| Total Contributions | 48516 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12421 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12421 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 45084 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45084 | TotalRevenueColumn |
| Exclusion | $45,084 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2800 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2800 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2800 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108821 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15221 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $45,084 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202612 | Total |
| Program Services | 202612 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17601 | Total |
| Management And General | 17601 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2633 | Total |
| Management And General | 2070 | ManagementAndGeneral |
| Fundraising | 563 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1905 | Total |
| Management And General | 1905 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| EVENT EXPENSES | 10082 | 10082 |
| MATERIALS FOR FUNDRAISI | 444 | 444 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235277 | Total |
| Program Services | 202612 | ProgramServices |
| Management And General | 21576 | ManagementAndGeneral |
| Fundraising | 11089 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192952 | BOY |
| EOY | 518218 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000000 | BOY |
| EOY | 1500000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 650 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1564846 | BOY |
| EOY | 1644388 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3757798 | BOY |
| EOY | 3663256 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48672 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48672 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24280 | BOY |
| EOY | 2163256 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3684846 | BOY |
| EOY | 1500000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3709126 | BOY |
| EOY | 3663256 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3757798 | BOY |
| EOY | 3663256 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -126456 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 80586 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 4169352 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 161793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32658 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76898 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48516 | CurrentTaxYear |
| Total | 4489217 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4169352 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 161793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32658 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76898 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48516 | CurrentTaxYear |
| Total | 4489217 | 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 |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 4489217 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3157 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12220 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11212 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12421 | CurrentTaxYear |
| Total | 48192 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3157 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12220 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11212 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12421 | CurrentTaxYear |
| Total | 48192 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4172509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 174013 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43870 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 86080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60937 | CurrentTaxYear |
| Total | 4537409 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98940 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01060 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00800 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON EQUITY BONDS | 492154 | F |
| FIXED INCOME | 1152234 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1644388 | TotalOfBookValueSecurities |
| Total Revenue | 108821 | TotalRevenue |
| Total Expenses | 235277 | TotalExpenses |
| Excess Or Deficit For Year | -126456 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 80586 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 80586 | TotalAdjustments |
| Excess Or Deficit Per FS | -45870 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 189407 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 80586 | OtherRevenues |
| Revenue Not Rptd F990 | 80586 | RevenueNotRptdF990 |
| Revenue Subtotal | 108821 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 108821 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 235277 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 235277 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 235277 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XII, LINE 2D - OTHER ADJUSTMENTS: | Identifier |
| Explanation | UNREALIZED GAIN ON INVESTMENTS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 43934 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 43934 | GrossRevenueEvent1 |
| Name Of Event2 | PAVERS PROJECT | NameOfEvent2 |
| Gross Receipts Event2 | 1150 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 1150 | GrossRevenueEvent2 |
| Gross Receipts Total | 45084 | GrossReceiptsTotal |
| Gross Revenue Total Events | 45084 | GrossRevenueTotalEvents |
| Net Income Summary | 45084 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST INDEPENDENT SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11914 DRAGON LANE | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78252 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 202612 | AmountOfCashGrant |
| Purpose Of Grant | TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT SUCCESS | PurposeOfGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RUDY MOLLEDA (VICE PRESIDENT) AND STELLA MOLLEDA (SECRETARY) ARE HUSBAND AND WIFE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW BEFORE FILING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 80,586. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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