Civic Intelligence

Southwest Open School

990 • Fiscal year 2019 • EIN 36-4824426

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

Organization Profilesouthwestopenschool.org
PO Box DdCortez, CO 81321

(970) 565-1150

Siviq Scores

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

Liabilities / Assets

97th percentile

1.63x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

2.72x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$2,822,841

Down $552,822 (-16%) from 2018

Net Assets

Up

-$1,790,271

Up $423,215 (+19%) from 2018

Liabilities

Down

$4,613,112

Down $976,037 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin81st percentile

Revenue

Up

$1,695,289

Up $161,812 (+11%) from 2018

Expenses

Down

$1,272,074

Down $816,492 (-39%) from 2018

Net Income

Up

$423,215

Up $978,304 (+176%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$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

2019

Assets$2,822,841
Liabilities$4,613,112
Net Assets-$1,790,271
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$1,695,289
Expenses$1,272,074
Net Income$423,215
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.0
Gross Receipts
$1,695,289
Mission and Program Overview

Mission

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.

Charter school in public education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,248,976$1,199,816▼ $49,160
Land, Buildings, and Equipment, Net$611,896$691,816▲ $79,920
Accounts Receivable$34,675$62,432▲ $27,757
Total Assets$3,375,663$2,822,841▼ $552,822
Other Assets Total$1,480,116$868,777▼ $611,339
Liabilities
Other Liabilities$5,256,112$4,514,328▼ $741,784
Deferred Revenue$212,094--
Accounts Payable and Accrued Expenses$120,943$98,784▼ $22,159
Total Liabilities$5,589,149$4,613,112▼ $976,037
Net Assets / Fund Balance
Temporarily Rstr Net Assets$423,446$483,614▲ $60,168
Unrestricted Net Assets$-2,636,932$-2,273,885▲ $363,047
Total Net Assets Fund Balance$-2,213,486$-1,790,271▲ $423,215
Total Liabilities and Net Assets / Fund Balance$3,375,663$2,822,841▼ $552,822

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$691,816$388,130-
Other Assets Org$6,694--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
T HamiltonPresident
Steve SloanV President
Sean GanttDirector
M HarrisonSecretary
C HolkestadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$656,971
Program Service Revenue
$1,038,122
Investment Income
$196
Other Revenue
$0
All Other Contributions
$22,028
Change in Net Assets
$423,215

Audited Revenue Reconciliation

Revenue per Audited Statements
$423,215
Total Revenue per Audited Statements
$423,215
Total Revenue per Form 990
$423,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$669,086
Salaries, Compensation, and Employee Benefits$602,988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$674,121--$674,121
Other Employee Benefits$262,608--$262,608
Travel$35,906--$35,906
Depreciation Depletion$35,269--$35,269
Occupancy$28,840--$28,840
Insurance$14,092--$14,092
Other Expenses$10,730--$10,730
Payroll Taxes$8,798--$8,798
Fees for Services Accounting$5,500--$5,500
Pension Plan Contributions$-342,539--$-342,539
Total Functional Expenses$1,272,074$0$0$1,272,074

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,272,074
Total Expenses per Audited Statements$1,272,074
Total Expenses per Form 990$1,272,074
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Liability Pension$2,235,745
Deferred Inflows of Res Pension$2,156,374
Net Opeb Liability$111,662
Deferred Inflows of Res Opeb$10,547
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Section B Line 11

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

Part VI Section B Line 12C

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

Part VI Section B Line 15A

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

Part VI Section C Line 19

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

Filing and Contact Details

Filer

Filer Name
Southwest Open School
EIN
36-4824426
Phone
9705651150
Address
PO BOX DD, CORTEZ, CO 81321

Signing Officer

Name
Matt Keefauver
Title
Director
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Keefauver
Formed
2016
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
Employees
33

Preparer

Firm
Majors and Haley Pc
Address
PO BOX 1478, CORTEZ, CO 81321
Preparer
Lori H Haley CPA
Phone
9705659521
Supplemental Narrative

Additional Explanations

Part XII Line 2B

“The charter school is included on the montezuma re-1 school district audit as a component unit. The charter was granted by the district and most funding is from the district.”

Raw XML Appendix366 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0120943
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt098784
IRS990/AccountsReceivableGrp/BOYAmt034675
IRS990/AccountsReceivableGrp/EOYAmt062432
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CHARTER SCHOOL IN PUBLIC EDUCATION
IRS990/AllOtherContributionsAmt022028
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SOUTHWEST OPEN SCHOOL
IRS990/BooksInCareOfDetail/PhoneNum09705651150
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX DD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CORTEZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd081321
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01248976
IRS990/CashNonInterestBearingGrp/EOYAmt01199816
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0656971
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0196
IRS990/CYOtherExpensesAmt0669086
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01038122
IRS990/CYRevenuesLessExpensesAmt0423215
IRS990/CYSalariesCompEmpBnftPaidAmt0602988
IRS990/CYTotalExpensesAmt01272074
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01695289
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0212094
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt035269
IRS990/DepreciationDepletionGrp/TotalAmt035269
IRS990/Desc0THE SOUTHWEST OPEN SCHOOL IS A CHARTER SCHOOL THAT HAS A MISSION TO
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt033
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01272074
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05500
IRS990/FeesForServicesAccountingGrp/TotalAmt05500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0T HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE SLOAN
IRS990/Form990PartVIISectionAGrp/PersonNm2C HOLKESTAD
IRS990/Form990PartVIISectionAGrp/PersonNm3M HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm4SEAN GANTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1V PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0634943
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01695289
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt014092
IRS990/InsuranceGrp/TotalAmt014092
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0196
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0196
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0388130
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0611896
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0691816
IRS990/LandBldgEquipCostOrOtherBssAmt01079946
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-2213486
IRS990/NetAssetsOrFundBalancesEOYAmt0-1790271
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt028840
IRS990/OccupancyGrp/TotalAmt028840
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01480116
IRS990/OtherAssetsTotalGrp/EOYAmt0868777
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0262608
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0262608
IRS990/OtherExpensesGrp/Desc0INSTRUCTION AND STUDENTS
IRS990/OtherExpensesGrp/Desc1ADMIN AND BUSINESS
IRS990/OtherExpensesGrp/Desc2OPERATIONS AND MAINT
IRS990/OtherExpensesGrp/Desc3STUDENT TRANSPORTATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0431227
IRS990/OtherExpensesGrp/ProgramServicesAmt143318
IRS990/OtherExpensesGrp/ProgramServicesAmt264204
IRS990/OtherExpensesGrp/ProgramServicesAmt310730
IRS990/OtherExpensesGrp/TotalAmt0431227
IRS990/OtherExpensesGrp/TotalAmt143318
IRS990/OtherExpensesGrp/TotalAmt264204
IRS990/OtherExpensesGrp/TotalAmt310730
IRS990/OtherLiabilitiesGrp/BOYAmt05256112
IRS990/OtherLiabilitiesGrp/EOYAmt04514328
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0674121
IRS990/OtherSalariesAndWagesGrp/TotalAmt0674121
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt08798
IRS990/PayrollTaxesGrp/TotalAmt08798
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0-342539
IRS990/PensionPlanContributionsGrp/TotalAmt0-342539
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MATT KEEFAUVER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CHARTER ALLOCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01038122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01038122
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0543823
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0195
IRS990/PYOtherExpensesAmt0507654
IRS990/PYProgramServiceRevenueAmt0989459
IRS990/PYRevenuesLessExpensesAmt0-555089
IRS990/PYSalariesCompEmpBnftPaidAmt01580912
IRS990/PYTotalExpensesAmt02088566
IRS990/PYTotalRevenueAmt01533477
IRS990/ReconcilationRevenueExpnssAmt0423215
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0691816
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0388130
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01079946
IRS990ScheduleD/ExpensesSubtotalAmt01272074
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0862083
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16694
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOWS OF RESOURCES PENSION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED OUTFLOWS OF RESOURCES OPEB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02235745
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1111662
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22156374
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt310547
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET LIABILITY PENSION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET OPEB LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED INFLOWS OF RES PENSION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DEFERRED INFLOWS OF RES OPEB
IRS990ScheduleD/RevenueSubtotalAmt0423215
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0691816
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0868777
IRS990ScheduleD/TotalExpensesPerForm990Amt01272074
IRS990ScheduleD/TotalLiabilityAmt04514328
IRS990ScheduleD/TotalRevenuePerForm990Amt0423215
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0423215
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01272074
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
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 CORTEZ RE-1 SCHOOL DISTRICT. THE CHARTER SCHOOL ALSO RECEIVES GRANTS FROM THE COLO DEPT OF ED THAT FLOW THROUGH MONTEZUMA RE-1
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW COMMENT AND APPROVAL PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY MEMBER OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND THIS IS MONITORED ON A ONGOING BASIS BY MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION IS INITIALLY DETERMINED BY FOLLOWING THE SOUTHWEST OPEN SCHOOL PAY SCALE AND EDUCATION AND EXPERIENCE ALL COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CHARTER SCHOOL MAKES THE GOVERNING DOCUMENTS CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CHARTER SCHOOL IS INCLUDED ON THE MONTEZUMA RE-1 SCHOOL DISTRICT AUDIT AS A COMPONENT UNIT. THE CHARTER WAS GRANTED BY THE DISTRICT AND MOST FUNDING IS FROM THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION B LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION B LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION B LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 2B
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0423446
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0483614
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03375663
IRS990/TotalAssetsEOYAmt02822841
IRS990/TotalAssetsGrp/BOYAmt03375663
IRS990/TotalAssetsGrp/EOYAmt02822841
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0656971
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01272074
IRS990/TotalFunctionalExpensesGrp/TotalAmt01272074
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05589149
IRS990/TotalLiabilitiesEOYAmt04613112
IRS990/TotalLiabilitiesGrp/BOYAmt05589149
IRS990/TotalLiabilitiesGrp/EOYAmt04613112
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2213486
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1790271
IRS990/TotalOtherProgSrvcRevenueAmt01695289
IRS990/TotalProgramServiceExpensesAmt01272074
IRS990/TotalProgramServiceRevenueAmt01038122
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01038318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01695289
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03375663
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02822841
IRS990/TravelGrp/ProgramServicesAmt035906
IRS990/TravelGrp/TotalAmt035906
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-2636932
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-2273885
IRS990/USAddress/AddressLine1Txt0PO BOX DD
IRS990/USAddress/CityNm0CORTEZ
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd081321
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0southwestopenschool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT KEEFAUVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST OPEN SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0364824426
ReturnHeader/Filer/PhoneNum09705651150
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX DD
ReturnHeader/Filer/USAddress/CityNm0CORTEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081321
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09CE237B7FA5879F1DC8D90E2E79A8D631B8B4D17
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CBC9F3B6AD2CC9550BA86BEF87746DF8DAE4CF08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08431342019309i003660
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.123.195.133
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/PreparerPersonNm0LORI H HALEY CPA
ReturnHeader/ReturnTs02019-11-05T15:21:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,822,841
Liabilities
$4,613,112
Net assets
-$1,790,271
Revenue
$1,695,289
Expenses
$1,272,074
Net income
$423,215
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