Civic Intelligence

Southwest Open School

990 • Fiscal year 2025 • EIN 36-4824426

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 26, 2025

Organization ProfileSOUTHWESTOPENSCHOOL.ORG
401 N Dolores RoadCortez, CO 81321

(970) 565-1150

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.84x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

1.07x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

50th percentile

4.8%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

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

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

63rd percentile

13%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$3,240,701

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

Net Assets

Up

$534,574

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

Liabilities

Down

$2,706,127

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

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin50th 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

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

2025

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

2025

Revenue$2,533,641
Expenses$2,412,576
Net Income$121,065
Open 2025 Filing
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 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
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 Pay42nd percentile

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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0175063
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0178370
IRS990/AccountsReceivableGrp/BOYAmt05867
IRS990/AccountsReceivableGrp/EOYAmt0149611
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CHARTER SCHOOL IN PUBLIC EDUCATION
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0176483
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SOUTHWEST OPEN SCHOOL
IRS990/BooksInCareOfDetail/PhoneNum09705651150
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 N DOLORES ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CORTEZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd081321
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0477360
IRS990/CashNonInterestBearingGrp/EOYAmt0528365
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0902231
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt051092
IRS990/CYOtherExpensesAmt0678030
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01580318
IRS990/CYRevenuesLessExpensesAmt0121065
IRS990/CYSalariesCompEmpBnftPaidAmt01734546
IRS990/CYTotalExpensesAmt02412576
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02533641
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt078912
IRS990/DeferredRevenueGrp/EOYAmt036234
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt057322
IRS990/DepreciationDepletionGrp/TotalAmt057322
IRS990/Desc0A CHARTER SCHOOL THAT HAS A MISSION TO CREATE A COMMUNITY OF LEARNERS WHO UTILIZE EXPEDITIONARY, EXPERIENTIAL EDUCATION IN DEVELOPING AND NURTURING HIGH ADADEMICS, CHARACTER, AND HEALTH STANDARDS WHILE HONORING DIVERSITY AND FOSTERING SELF DIRECTED LIFELONG LEARNING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0413509
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0534574
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt030
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt02412576
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0005.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4002.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
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/PersonNm0ERIC CHEEVER
IRS990/Form990PartVIISectionAGrp/PersonNm1TIA ORNELLAS COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm2MELISSA HACKETT
IRS990/Form990PartVIISectionAGrp/PersonNm3AMANDA VODICKA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSH STANDARD
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/TitleTxt1VICE 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/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0725748
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02533641
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051092
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0633190
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01086832
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01029510
IRS990/LandBldgEquipCostOrOtherBssAmt01720022
IRS990/LegalDomicileStateCd0CO
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0413509
IRS990/NetAssetsOrFundBalancesEOYAmt0534574
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0110211
IRS990/OccupancyGrp/TotalAmt0110211
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01226924
IRS990/OtherAssetsTotalGrp/EOYAmt0436337
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0569402
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0569402
IRS990/OtherExpensesGrp/Desc0INSTRUCTION AND STUDENTS
IRS990/OtherExpensesGrp/Desc1ADMIN AND BUSINESS
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3TRANSPORTATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0313264
IRS990/OtherExpensesGrp/ProgramServicesAmt1134264
IRS990/OtherExpensesGrp/ProgramServicesAmt238321
IRS990/OtherExpensesGrp/ProgramServicesAmt33994
IRS990/OtherExpensesGrp/TotalAmt0313264
IRS990/OtherExpensesGrp/TotalAmt1134264
IRS990/OtherExpensesGrp/TotalAmt238321
IRS990/OtherExpensesGrp/TotalAmt33994
IRS990/OtherLiabilitiesGrp/BOYAmt03175358
IRS990/OtherLiabilitiesGrp/EOYAmt02491523
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01165144
IRS990/OtherSalariesAndWagesGrp/TotalAmt01165144
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GLENDA ALEXANDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CHARTER SCHOOL ALLOCATION
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01580318
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0863028
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02169
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0537188
IRS990/PYProgramServiceRevenueAmt01376380
IRS990/PYRevenuesLessExpensesAmt059129
IRS990/PYSalariesCompEmpBnftPaidAmt01645260
IRS990/PYTotalExpensesAmt02182448
IRS990/PYTotalRevenueAmt02241577
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0121065
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02533641
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01045859
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01096878
IRS990ScheduleA/SchoolInd0X
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/BookValueAmt0979402
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0636992
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01616394
IRS990ScheduleD/EquipmentGrp/BookValueAmt050108
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053520
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0103628
IRS990ScheduleD/ExpensesSubtotalAmt02412576
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
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
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 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
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • $1M-$5M nonprofits