Civic Intelligence

Southwest Open School

EIN 36-4824426 • 501(c)3 • Cortez, CO

Profile

To create a community of learners who utilitize expeditionary, experiential education in developing and nurturing high adademics, character, and health standards while honoring diversity and fostering self directed lifelong learning.

401 N Dolores RoadCortez, CO 81321

southwestopenschool.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.84x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

1.07x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$3,240,701

Down $602,141 (-16%) from 2024

Liabilities

Down

$2,706,127

Down $723,206 (-21%) from 2024

Net Assets

Up

$534,574

Up $121,065 (+29%) from 2024

Operations
Liabilities / Revenue88th percentileNet Margin51st percentile

Revenue

Up

$2,533,641

Up $292,064 (+13%) from 2024

Expenses

Up

$2,412,576

Up $230,128 (+11%) from 2024

Net Income

Up

$121,065

Up $61,936 (+105%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MAssets 2017: $3,990,370Liabilities 2017: $5,521,177Net Assets 2017: -$1,530,8072017Assets 2018: $3,375,663Liabilities 2018: $5,589,149Net Assets 2018: -$2,213,4862018Assets 2019: $2,822,841Liabilities 2019: $4,613,112Net Assets 2019: -$1,790,2712019Assets 2020: $2,542,364Liabilities 2020: $3,767,277Net Assets 2020: -$1,224,9132020Assets 2021: $2,872,947Liabilities 2021: $3,329,781Net Assets 2021: -$456,8342021Assets 2024: $3,842,842Liabilities 2024: $3,429,333Net Assets 2024: $413,5092024Assets 2025: $3,240,701Liabilities 2025: $2,706,127Net Assets 2025: $534,5742025

Highlighted filing

2025

Assets$3,240,701
Liabilities$2,706,127
Net Assets$534,574
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2017: $1,558,428Expenses 2017: $2,597,731Net Income 2017: -$1,039,3032017Revenue 2018: $1,533,477Expenses 2018: $2,088,566Net Income 2018: -$555,0892018Revenue 2019: $1,695,289Expenses 2019: $1,272,074Net Income 2019: $423,2152019Revenue 2020: $1,666,998Expenses 2020: $1,101,640Net Income 2020: $565,3582020Revenue 2021: $1,839,307Expenses 2021: $1,071,228Net Income 2021: $768,0792021Revenue 2024: $2,241,577Expenses 2024: $2,182,448Net Income 2024: $59,1292024Revenue 2025: $2,533,641Expenses 2025: $2,412,576Net Income 2025: $121,0652025

Highlighted filing

2025

Revenue$2,533,641
Expenses$2,412,576
Net Income$121,065
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,240,701
Liabilities
$2,706,127
Net assets
$534,574
Revenue
$2,533,641
Expenses
$2,412,576
Net income
$121,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.24$2.71$0.53$2.53$2.41$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.84$3.43$0.41$2.24$2.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.87$3.33$0.46$1.84$1.07$0.77
2020Detailed filing. Detailed filing data is available for this year.$2.54$3.77$1.22$1.67$1.10$0.57
2019Detailed filing. Detailed filing data is available for this year.$2.82$4.61$1.79$1.70$1.27$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.38$5.59$2.21$1.53$2.09$0.56
2017Detailed filing. Detailed filing data is available for this year.$3.99$5.52$1.53$1.56$2.60$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 26, 2025
Return Version
2024v5.2
Gross Receipts
$2,533,641
Mission and Program Overview

Mission

To create a community of learners who utilize experientail education in developing and nurturing high academic, character, and health standards and fostering self directed lifelong learning

Charter school in public education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,045,859$1,096,878▲ $51,019
Land, Buildings, and Equipment, Net$1,086,832$1,029,510▼ $57,322
Cash and Non-Interest-Bearing Accounts$477,360$528,365▲ $51,005
Accounts Receivable$5,867$149,611▲ $143,744
Total Assets$3,842,842$3,240,701▼ $602,141
Other Assets Total$1,226,924$436,337▼ $790,587
Liabilities
Other Liabilities$3,175,358$2,491,523▼ $683,835
Accounts Payable and Accrued Expenses$175,063$178,370▲ $3,307
Deferred Revenue$78,912$36,234▼ $42,678
Total Liabilities$3,429,333$2,706,127▼ $723,206
Net Assets / Fund Balance
Net Assets With Donor Restrictions$413,509$534,574▲ $121,065
Total Net Assets Fund Balance$413,509$534,574▲ $121,065
Total Liabilities and Net Assets / Fund Balance$3,842,842$3,240,701▼ $602,141

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$979,402$636,992$1,616,394
Equipment$50,108$53,520$103,628
Other Assets Org$17,761--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Eric CheeverPresident
Tia Ornellas CohenVice President
Josh StandardDirector
Amanda VodickaSecretary
Melissa HackettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$902,231
Program Service Revenue
$1,580,318
Investment Income
$51,092
Other Revenue
$0
All Other Contributions
$176,483
Change in Net Assets
$121,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,533,641
Total Revenue per Audited Statements
$2,533,641
Total Revenue per Form 990
$2,533,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,734,546
Other Expenses$678,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,165,144--$1,165,144
Other Employee Benefits$569,402--$569,402
Occupancy$110,211--$110,211
Depreciation Depletion$57,322--$57,322
Travel$20,654--$20,654
Other Expenses$3,994--$3,994
Total Functional Expenses$2,412,576$0$0$2,412,576

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,412,576
Total Expenses per Audited Statements$2,412,576
Total Expenses per Form 990$2,412,576
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$2,422,403
Net Pension Liability$42,980
Net Opeb Liability$26,140
Deferred Inflows of Resources Pension Items-
Deferred Inflows of Resources Opeb Items-
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
Yes
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 B, Line 11

“The form 990 is provided to the board of directors for review and approval prior to filing with the internal revenue service”

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

“Every member of the board of directors is required to disclose potential conflicts of interest and this is monitored on an ongoing basis”

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

“The compensation is initially determined by following the schools pay scale considering education and experience all compensation is approved by board of directors”

Form 990, Part VI, Section C, Line 19

“The school makes the governing documents conflict of interest policy and financial statements available on its website and is also available upon request”

Form 990, Part VI, Section B, Line 11

“The form 990 is provided to the board of directors for review prior to being filed with the internal revenue service”

Filing and Contact Details

Filer

Filer Name
Southwest Open School
EIN
36-4824426
Phone
9705651150
Address
401 N DOLORES ROAD, CORTEZ, CO 81321

Signing Officer

Name
Glenda Alexander
Title
Business Manager
Phone
9705651150
Signed
2025-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenda Alexander
Formed
2016
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
30

Preparer

Firm
Majors and Haley PC
Address
PO Box 1478, Cortez, CO 81321
Preparer
Chris L Majors CPA MT
Phone
9705659521
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2B

“The school is included in the montezuma county school district re1 as a component unit the charter was granted by the district and most funding comes from the district”

Raw XML Appendix388 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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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0418576
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt117761
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOWS OF RESOURCES PENSION ITEMS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED OUTFLOWS OF RESOURCES OPEB ITEMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02422403
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt142980
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt226140
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NET OPEB LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DEFERRED INFLOWS OF RESOURCES PENSION ITEMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DEFERRED INFLOWS OF RESOURCES OPEB ITEMS
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt02533641
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01029510
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0436337
IRS990ScheduleD/TotalExpensesPerForm990Amt02412576
IRS990ScheduleD/TotalLiabilityAmt02491523
IRS990ScheduleD/TotalRevenuePerForm990Amt02533641
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02533641
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02412576
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE CHARTER SCHOOL RECEIVES AN ALLOCATION PER FUNDED PUPIL FROM THE MONTEZUMA COUNTY SCHOOL DISTRICT RE1 PURSUANT TO STATE CHARTER SCHOOL STATUTES THE SCHOOL ALSO RECEIVES GRANT FROM THE COLORADO DEPARTMENT OF EDUCATION THAT FLOW THROUGH THE MONTEZUMA COUNTY SCHOOL DISTRICT RE1
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc06a
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND THIS IS MONITORED ON AN ONGOING BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION IS INITIALLY DETERMINED BY FOLLOWING THE SCHOOLS PAY SCALE CONSIDERING EDUCATION AND EXPERIENCE ALL COMPENSATION IS APPROVED BY BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL MAKES THE GOVERNING DOCUMENTS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND IS ALSO AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL IS INCLUDED IN THE MONTEZUMA COUNTY SCHOOL DISTRICT RE1 AS A COMPONENT UNIT THE CHARTER WAS GRANTED BY THE DISTRICT AND MOST FUNDING COMES FROM THE DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 11
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03842842
IRS990/TotalAssetsEOYAmt03240701
IRS990/TotalAssetsGrp/BOYAmt03842842
IRS990/TotalAssetsGrp/EOYAmt03240701
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0902231
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02412576
IRS990/TotalFunctionalExpensesGrp/TotalAmt02412576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03429333
IRS990/TotalLiabilitiesEOYAmt02706127
IRS990/TotalLiabilitiesGrp/BOYAmt03429333
IRS990/TotalLiabilitiesGrp/EOYAmt02706127
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0413509
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0534574
IRS990/TotalProgramServiceExpensesAmt02412576
IRS990/TotalProgramServiceRevenueAmt01580318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02533641
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03842842
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03240701
IRS990/TravelGrp/ProgramServicesAmt020654
IRS990/TravelGrp/TotalAmt020654
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0401 N DOLORES ROAD
IRS990/USAddress/CityNm0CORTEZ
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd081321
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0SOUTHWESTOPENSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENDA ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09705651150
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST OPEN SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0364824426
ReturnHeader/Filer/PhoneNum09705651150
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 N DOLORES ROAD
ReturnHeader/Filer/USAddress/CityNm0CORTEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081321
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841218104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Majors and Haley PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1478
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cortez
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081321
ReturnHeader/PreparerPersonGrp/PhoneNum09705659521
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris L Majors CPA MT
ReturnHeader/ReturnTs02026-01-20T02:34:44-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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