Civic Intelligence

Southwest Open School

990 • Fiscal year 2020 • EIN 36-4824426

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 23, 2020

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

1.48x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

2.26x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-9.9%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-1.7%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$2,542,364

Down $280,477 (-9.9%) from 2019

Net Assets

Up

-$1,224,913

Up $565,358 (+32%) from 2019

Liabilities

Down

$3,767,277

Down $845,835 (-18%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin83rd percentile

Revenue

Down

$1,666,998

Down $28,291 (-1.7%) from 2019

Expenses

Down

$1,101,640

Down $170,434 (-13%) from 2019

Net Income

Up

$565,358

Up $142,143 (+34%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2020

Assets$2,542,364
Liabilities$3,767,277
Net Assets-$1,224,913
Open 2020 Filing

Operations Trend

Revenue Growth44th 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

2020

Revenue$1,666,998
Expenses$1,101,640
Net Income$565,358
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 23, 2020
Return Version
2019v5.1
Gross Receipts
$1,666,998
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$1,199,816$1,367,895▲ $168,079
Land, Buildings, and Equipment, Net$691,816$742,764▲ $50,948
Accounts Receivable$62,432$23,212▼ $39,220
Total Assets$2,822,841$2,542,364▼ $280,477
Other Assets Total$868,777$408,493▼ $460,284
Liabilities
Other Liabilities$4,514,328$3,578,825▼ $935,503
Accounts Payable and Accrued Expenses$98,784$116,072▲ $17,288
Deferred Revenue-$72,380-
Total Liabilities$4,613,112$3,767,277▼ $845,835
Net Assets / Fund Balance
Net Assets With Donor Restrictions$483,614$414,099▼ $69,515
Net Assets Without Donor Restrictions$-2,273,885$-1,639,012▲ $634,873
Total Net Assets Fund Balance$-1,790,271$-1,224,913▲ $565,358
Total Liabilities and Net Assets / Fund Balance$2,822,841$2,542,364▼ $280,477

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$742,764$425,548$1,168,312
Other Assets Org$5,952--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Rebecca GostlinPresident
Aubrie CookDirector
Corrin WolfDirector
Mark WingDirector
Richard FultonSecretary
Chris HolkestadTreasurer
Sean GantVice Presicent
Revenue and Support

Revenue Composition

Contributions and Grants
$567,456
Program Service Revenue
$1,099,351
Investment Income
$191
Other Revenue
$0
All Other Contributions
$34,067
Change in Net Assets
$565,358

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,666,998
Total Revenue per Audited Statements
$1,666,998
Total Revenue per Form 990
$1,666,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$579,118
Salaries, Compensation, and Employee Benefits$522,522
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$707,466--$707,466
Other Employee Benefits$282,829--$282,829
Travel$113,524--$113,524
Depreciation Depletion$37,418--$37,418
Occupancy$28,018--$28,018
Insurance$16,508--$16,508
Payroll Taxes$7,446--$7,446
Fees for Services Accounting$6,250--$6,250
Other Expenses$5,262--$5,262
Pension Plan Contributions$-475,219--$-475,219
Total Functional Expenses$1,101,640$0$0$1,101,640

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,101,640
Total Expenses per Audited Statements$1,101,640
Total Expenses per Form 990$1,101,640
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$1,766,632
Net Opeb Liability$1,695,260
Net Pension Liability$86,865
Deferred Inflows of Resources Pension Items$30,068
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 reveiw comment and approval prior to the return being filed with the internal revenue service.”

Form 990, 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.”

Form 990, 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.”

Form 990, Part VI, Section C, Line 19

“The charter school make the governing documents conflicts of interest policy and financial statement 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
2020-11-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Keefauver
Formed
2016
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
35

Preparer

Firm
Majors and Haley PC
Address
PO Box 1478, Cortez, CO 81321
Preparer
Lori H Haley CPA
Phone
9705659521
Supplemental Narrative

Additional Explanations

Form 990, 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.”

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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0425548
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01168312
IRS990ScheduleD/ExpensesSubtotalAmt01101640
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0402541
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15952
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOWS OF RESOURCES PENSION ITEMS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED OUTFLOWS OF RESOURCES OPEB ITEMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01766632
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt186865
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21695260
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt330068
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/RevenueSubtotalAmt01666998
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0742764
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0408493
IRS990ScheduleD/TotalExpensesPerForm990Amt01101640
IRS990ScheduleD/TotalLiabilityAmt03578825
IRS990ScheduleD/TotalRevenuePerForm990Amt01666998
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01666998
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01101640
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
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 RE-1 SCHOOL DISTRICT. THE CHARTER ALSO RECEIVES GRANTS FROM THE COLORADO DEPARTMENT OF EDUCATION THAT FLOW THROUGH MONTEZUMA COUNTY RE-1 SCHOOL DISTRICT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc06a
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVEIW 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 MAKE THE GOVERNING DOCUMENTS CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENT 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/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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0567456
IRS990/TotalEmployeeCnt035
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01101640
IRS990/TotalFunctionalExpensesGrp/TotalAmt01101640
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt01099351
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01666998
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02822841
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IRS990/TravelGrp/ProgramServicesAmt0113524
IRS990/TravelGrp/TotalAmt0113524
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX DD
IRS990/USAddress/CityNm0CORTEZ
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd081321
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0SOUTHWESTOPENSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT KEEFAUVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST OPEN SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0364824426
ReturnHeader/Filer/PhoneNum09705651150
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.123.195.133
ReturnHeader/FilingSecurityInformation/IPDt02020-11-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm021:15:43
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Majors and Haley PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1478

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,542,364
Liabilities
$3,767,277
Net assets
-$1,224,913
Revenue
$1,666,998
Expenses
$1,101,640
Net income
$565,358
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