Civic Intelligence

Southwestern Association of Episcopal Schools

EIN 23-7420269 • 501(c)3 • Canyon, TX

Profile

To lead, to nurture, and to unify episcopal schools in order to advance educational excellence within the faith community of the episcopal church.

1420 4th Avenue Ste 29Canyon, TX 79015-3700

www.swaes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.26x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$237,542

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-7.6%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,649,637

Up $188,313 (+13%) from 2024

Liabilities

Down

$237,415

Down $21,718 (-8.4%) from 2024

Net Assets

Up

$1,412,222

Up $210,031 (+17%) from 2024

Revenue

Down

$899,830

Down $73,832 (-7.6%) from 2024

Expenses

Up

$771,452

Up $54,422 (+7.6%) from 2024

Net Income

Down

$128,378

Down $128,254 (-50%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $427,475Liabilities 2011: $193,981Net Assets 2011: $233,4942011Assets 2012: $429,124Liabilities 2012: $103,595Net Assets 2012: $325,5292012Assets 2013: $599,855Liabilities 2013: $85,457Net Assets 2013: $514,3982013Assets 2014: $624,941Liabilities 2014: $83,522Net Assets 2014: $541,4192014Assets 2015: $799,629Liabilities 2015: $69,268Net Assets 2015: $730,3612015Assets 2016: $778,049Liabilities 2016: $106,982Net Assets 2016: $671,0672016Assets 2017: $942,515Liabilities 2017: $111,257Net Assets 2017: $831,2582017Assets 2018: $1,086,150Liabilities 2018: $132,705Net Assets 2018: $953,4452018Assets 2020: $1,131,328Liabilities 2020: $102,754Net Assets 2020: $1,028,5742020Assets 2021: $1,305,850Liabilities 2021: $152,137Net Assets 2021: $1,153,7132021Assets 2022: $1,045,776Liabilities 2022: $146,601Net Assets 2022: $899,1752022Assets 2023: $1,006,848Liabilities 2023: $117,362Net Assets 2023: $889,4862023Assets 2024: $1,461,324Liabilities 2024: $259,133Net Assets 2024: $1,202,1912024Assets 2025: $1,649,637Liabilities 2025: $237,415Net Assets 2025: $1,412,2222025

Highlighted filing

2025

Assets$1,649,637
Liabilities$237,415
Net Assets$1,412,222

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $409,8272011Expenses 2012: $475,4132012Expenses 2013: $499,9342013Revenue 2014: $698,987Expenses 2014: $710,162Net Income 2014: -$11,1752014Revenue 2015: $716,772Expenses 2015: $538,448Net Income 2015: $178,3242015Revenue 2016: $492,324Expenses 2016: $547,745Net Income 2016: -$55,4212016Revenue 2017: $600,311Expenses 2017: $507,458Net Income 2017: $92,8532017Revenue 2018: $700,207Expenses 2018: $651,458Net Income 2018: $48,7492018Revenue 2020: $778,509Expenses 2020: $659,125Net Income 2020: $119,3842020Revenue 2021: $509,397Expenses 2021: $531,621Net Income 2021: -$22,2242021Revenue 2022: $619,323Expenses 2022: $658,140Net Income 2022: -$38,8172022Revenue 2023: $573,953Expenses 2023: $637,522Net Income 2023: -$63,5692023Revenue 2024: $973,662Expenses 2024: $717,030Net Income 2024: $256,6322024Revenue 2025: $899,830Expenses 2025: $771,452Net Income 2025: $128,3782025

Highlighted filing

2025

Revenue$899,830
Expenses$771,452
Net Income$128,378

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.24$1.41$0.90$0.77$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.26$1.20$0.97$0.72$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.12$0.89$0.57$0.64$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.15$0.90$0.62$0.66$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.15$1.15$0.51$0.53$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.10$1.03$0.78$0.66$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.13$0.95$0.70$0.65$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.11$0.83$0.60$0.51$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.11$0.67$0.49$0.55$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.07$0.73$0.72$0.54$0.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.08$0.54$0.70$0.71$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.09$0.51$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.10$0.33$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.19$0.23$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$2,053,948
Mission and Program Overview

Mission

To lead, to nurture, and to unify episcopal schools in order to advance educational excellence within the faith community of the episcopal church.

Accreditation of episcopal schools in texas, oklahoma, arkansas, louisiana, and arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,210,430$1,401,330▲ $190,900
Savings and Temporary Cash Investments$104,920$132,339▲ $27,419
Cash and Non-Interest-Bearing Accounts$131,988$83,244▼ $48,744
Accounts Receivable$7,137$24,799▲ $17,662
Prepaid Expenses and Deferred Charges$6,849$7,925▲ $1,076
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,461,324$1,649,637▲ $188,313
Liabilities
Deferred Revenue$251,989$231,492▼ $20,497
Accounts Payable and Accrued Expenses$7,144$5,923▼ $1,221
Total Liabilities$259,133$237,415▼ $21,718
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$910,919$1,073,572▲ $162,653
Net Assets With Donor Restrictions$291,272$338,650▲ $47,378
Total Net Assets Fund Balance$1,202,191$1,412,222▲ $210,031
Total Liabilities and Net Assets / Fund Balance$1,461,324$1,649,637▲ $188,313

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,405-
Other Securities$1,401,330--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,210,696-▲ $215,939$10,000$1,416,635
2023$855,749$265,405▲ $99,542$10,000$1,210,696
2022$906,429$100,000▲ $74,032$220,000$860,461
2021$1,119,716$175,000▼ $138,287$250,000$906,429
2020$1,025,298$190,000▲ $196,418$292,000$1,119,716
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rob DevlinExecutive DirectorFT$237,542$237,542

Board Members and Trustees

NameTitle
Catherine ClarkPresident
Nathan SheldonVice-president
Carrie SteakleyDirector
Catherine BohotDirector
Chelsea CollinsDirector
Garhett WagersDirector
Jamie GriffinDirector
Matt RushDirector
Melissa GrubbDirector
Netra FizgeraldDirector
Page RaceDirector
Rev Scott BrownDirector
Thor KvandeDirector
Whitney DrennenDirector
Rick Kellogg JrFmr Treasurer,director
Emma WhitmanSecretary
Bryan DenneyTreasurer
The Rev Miles R Brandon IiVicar Chaplain
Revenue and Support

Revenue Composition

Contributions and Grants
$61,350
Program Service Revenue
$696,815
Investment Income
$141,665
Other Revenue
$0
All Other Contributions
$61,350
Change in Net Assets
$128,378

Audited Revenue Reconciliation

Revenue per Audited Statements
$899,830
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$81,654
Total Revenue per Audited Statements
$981,484
Total Revenue per Form 990
$899,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$547,206
Other Expenses$214,246
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$216,424$38,192-$254,616
Other Salaries and Wages$129,336$37,236-$166,572
Other Employee Benefits$81,693$17,582-$99,275
Conferences and Meetings$66,598$3,586-$70,184
Fees for Services Other$47,067--$47,067
Travel$28,375--$28,375
Office Expenses-$26,766-$26,766
Payroll Taxes$21,964$4,779-$26,743
Fees for Services Accounting-$19,550-$19,550
Insurance-$11,030-$11,030
Grants to Domestic Individuals$10,000--$10,000
Other Expenses$1,845$325-$325
Total Functional Expenses$612,406$159,046$0$771,452

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$771,452
Total Expenses per Audited Statements$771,452
Total Expenses per Form 990$771,452
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization has no committees authorized to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 was given to the organization's board of directors. The board members reviewed the return and approved it for filing with the irs.

Form 990, Part VI, Section B, Line 12C

Compliance with the policy is performed at an annual meeting where board members discuss and sign the appropriate form.

Form 990, Part VI, Section B, Line 15A

The finance committee prepares a budget that includes a list of salaries by title. The board of directors then discusses and approves the budget.

Form 990, Part VI, Section C, Line 19

The appropriate documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Southwestern Association of Episcopal
EIN
23-7420269
Phone
8066552400
Address
1420 4TH AVENUE STE 29, CANYON, TX 79015-3700

Signing Officer

Name
Rob Devlin
Title
Executive Director
Phone
8066552400
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Devlin
Formed
1957
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
3
Volunteers
0

Preparer

Firm
Brown Graham & Company Pc
Address
PO BOX 20210, AMARILLO, TX 79114-2210
Preparer
Salina D Mccormick CPA
Phone
8063558241
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -1.

Form 990, Pg 12, Part XII, Line 2C

Neither the oversight process nor the selection process has changed during the tax year.

Financial Statement Notes

PART X, LINE 2:

Saes evaluates any uncertain tax positions using the provisions of fasb asc 450, contingencies. Accordingly, a loss contingency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amounts of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. Saes does not believe that it has engaged in any activity that would result in an uncertain tax position.

Raw XML AppendixShowing 400 of 599 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ACCREDITATION OF EPISCOPAL SCHOOLS IN TEXAS, OKLAHOMA, ARKANSAS, LOUISIANA, AND ARIZONA.
IRS990/AllOtherContributionsAmt061350
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm2BRYAN DENNEY
IRS990/Form990PartVIISectionAGrp/PersonNm3THE REV MILES R BRANDON II
IRS990/Form990PartVIISectionAGrp/PersonNm4RICK KELLOGG JR
IRS990/Form990PartVIISectionAGrp/PersonNm5NETRA FIZGERALD
IRS990/Form990PartVIISectionAGrp/PersonNm6EMMA WHITMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHELSEA COLLINS
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IRS990/Form990PartVIISectionAGrp/PersonNm11JAMIE GRIFFIN
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IRS990/Form990PartVIISectionAGrp/PersonNm14CATHERINE BOHOT
IRS990/Form990PartVIISectionAGrp/PersonNm15MATT RUSH
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IRS990/Form990PartVIISectionAGrp/PersonNm17THOR KVANDE
IRS990/Form990PartVIISectionAGrp/PersonNm18ROB DEVLIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
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