Civic Intelligence

Swbc Foundation

990PF • Fiscal year 2022 • EIN 20-0511684

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 16, 2023

Organization Profile
9311 San Pedro Ave Ste 600San Antonio, TX 78216

(210) 321-7213

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.03x

Higher debt load relative to assets than 38% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.12x

Higher debt load relative to revenue than 45% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

93rd percentile

76%

Higher net margin than 93% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

231%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$19,100,169

Up $3,892,554 (+26%) from 2021

Net Assets

Up

$18,515,124

Up $3,863,337 (+26%) from 2021

Liabilities

Up

$585,045

Up $29,217 (+5.3%) from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin93rd percentile

Revenue

Up

$5,034,568

Up $3,511,381 (+231%) from 2021

Expenses

Up

$1,201,257

Up $141,315 (+13%) from 2021

Net Income

Up

$3,833,311

Up $3,370,066 (+727%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $12,361,571Liabilities 2011: $02011Assets 2012: $12,864,548Liabilities 2012: $02012Assets 2013: $12,867,384Liabilities 2013: $02013Assets 2014: $13,274,791Liabilities 2014: $02014Assets 2015: $13,460,393Liabilities 2015: $02015Assets 2019: $15,059,461Liabilities 2019: $415,000Net Assets 2019: $14,644,4612019Assets 2020: $14,633,465Liabilities 2020: $444,923Net Assets 2020: $14,188,5422020Assets 2021: $15,207,615Liabilities 2021: $555,828Net Assets 2021: $14,651,7872021Assets 2022: $19,100,169Liabilities 2022: $585,045Net Assets 2022: $18,515,1242022Assets 2023: $18,543,556Liabilities 2023: $402,460Net Assets 2023: $18,141,0962023Assets 2024: $18,018,621Liabilities 2024: $0Net Assets 2024: $18,018,6212024

Highlighted filing

2022

Assets$19,100,169
Liabilities$585,045
Net Assets$18,515,124
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $886,563Expenses 2011: $908,710Net Income 2011: -$22,1472011Revenue 2012: $1,324,605Expenses 2012: $821,628Net Income 2012: $502,9772012Revenue 2013: $804,232Expenses 2013: $801,396Net Income 2013: $2,8362013Revenue 2014: $1,296,530Expenses 2014: $889,123Net Income 2014: $407,4072014Revenue 2015: $1,249,011Expenses 2015: $1,063,409Net Income 2015: $185,6022015Revenue 2019: $796,753Expenses 2019: $1,003,113Net Income 2019: -$206,3602019Revenue 2020: $553,428Expenses 2020: $1,009,347Net Income 2020: -$455,9192020Revenue 2021: $1,523,187Expenses 2021: $1,059,942Net Income 2021: $463,2452021Revenue 2022: $5,034,568Expenses 2022: $1,201,257Net Income 2022: $3,833,3112022Revenue 2023: $991,692Expenses 2023: $1,355,137Net Income 2023: -$363,4452023Revenue 2024: $1,085,132Expenses 2024: $1,207,549Net Income 2024: -$122,4172024

Highlighted filing

2022

Revenue$5,034,568
Expenses$1,201,257
Net Income$3,833,311
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 16, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES E AMATODirector-$0--
GARY L DUDLEYDirector-$0--
LISA W WILSONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Swbc Foundation
EIN
20-0511684
Phone
2103217213
Address
9311 SAN PEDRO AVE STE 600, SAN ANTONIO, TX 78216

Signing Officer

Name
Lisa W Wilson
Title
Director
Phone
2103217213
Signed
2023-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Southwest Business Corporation
Address
9311 SAN PEDRO AVE STE 600, SAN ANTONIO, TX 78216
Preparer
Lisa W Wilson
Phone
2103217213
Raw XML AppendixShowing 400 of 699 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt043045
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt022000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VI-B, QUESTION 1A(3)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART VI-B, QUESTION 1A(4)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VI-B, QUESTION 1A(3):SWBC FOUNDATION ACCEPTED SERVICES AND FACILITIES FROM SOUTHWEST BUSINESS CORPORATION,EIN 75-1553739, A DISQUALIFIED PERSON, DURING THE YEAR.HOWEVER, UNDER REGULATION 53.4941(D)-2(D)(3), A DISQUALIFIED PERSON FURNISHING GOODS, SERVICES, ORFACILITIES TO THE FOUNDATION WITHOUT CHARGE IS NOT AN ACT OF SELF-DEALING.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1PART VI-B, QUESTION 1A(4):SWBC FOUNDATION REIMBURSES SOUTHWEST BUSINESS CORPORATION, EIN 75-1553739, FOR THE COST OFACCOUNTING AND MANAGEMENT SERVICES, WHICH ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF SWBC FOUNDATION.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY #0850 INVESTMENT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY #9700 INVESTMENT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GS GANNETT WELSH INVESTMENT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GS LARGE CAP GROWTH INVESTMENT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GS LARGE CAP VALUE INVESTMENT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GS YACKTMAN INVESTMENT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GS PCS INVESTMENT ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FROST TRUST INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BANK OF AMERICA INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FIDELITY #0850 INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GS GANNETT WELSH INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GS LARGE CAP GROWTH INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GS LARGE CAP VALUE INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GS YACKTMAN INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GS PCS INVESTMENT LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FROST TRUST INVESTMENT LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19GS YACKTMAN INVESTMENT LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192022-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01470377
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-198229
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03833311
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt030026
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018515124
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014651787
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018515124
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01082536
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01082536
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01082536
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01108120
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025584
IRS990PF/DistributableAmountGrp/TotalTaxAmt025584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt017311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt042895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt017311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt025584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025584
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt042895
IRS990PF/FMVAssetsEOYAmt022054794
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0145828
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt065045
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt027895
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt084877
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt027895
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt027895
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0718038
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0663431
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0663431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02906287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03329307
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03187057
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011498413
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015079536
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018176411
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0410000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0520000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt014651787
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt018515124
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015207615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019100169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022054794
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0555828
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0585045
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015207615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019100169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014651787
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018515124
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022499906
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0971277
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021528629
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0337499
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01108120
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt022162407
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022499906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt212.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES E AMATO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GARY L DUDLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LISA W WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09311 SAN PEDRO AVE STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19311 SAN PEDRO AVE STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29311 SAN PEDRO AVE STE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd278216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0996824
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0996824
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA W WILSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09311 SAN PEDRO AVE STE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0782164459
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02103217213
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SWBC.COM
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORMS AND COPY OF ORGANIZATION EXEMPTION LETTER FROM IRS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LISA W WILSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02103217213
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09311 SAN PEDRO AVE STE 600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078216
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0ROLLING QUARTERLY DEADLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt69000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13100000

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,100,169
Liabilities
$585,045
Net assets
$18,515,124
Revenue
$5,034,568
Expenses
$1,201,257
Net income
$3,833,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.09$1.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$18.5$0.40$18.1$0.99$1.36$0.36
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.59$18.5$5.03$1.20$3.83
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.56$14.7$1.52$1.06$0.46
2020Detailed filing. Detailed filing data is available for this year.$14.6$0.44$14.2$0.55$1.01$0.46
2019Detailed filing. Detailed filing data is available for this year.$15.1$0.42$14.6$0.80$1.00$0.21
2015Summary only. Only limited summary data is available for this year.$13.5$0.00$1.25$1.06$0.19
2014Summary only. Only limited summary data is available for this year.$13.3$0.00$1.30$0.89$0.41
2013Summary only. Only limited summary data is available for this year.$12.9$0.00$0.80$0.80$0.00
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$1.32$0.82$0.50
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$0.89$0.91$0.02