Civic Intelligence

Philanthropy Southwest

990 • Fiscal year 2014 • EIN 51-0163529

Jan 01, 2014 to Dec 31, 2014

Organization ProfileWWW.PHILANTHROPYSOUTHWEST.ORG
Dallas, TX
Siviq Scores

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

Liabilities / Assets

55th percentile

0.07x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.07x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

10th percentile

-27%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

7th percentile

-24%

Faster asset growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

-0.1%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$819,005

Down $257,787 (-24%) from 2013

Net Assets

Down

$762,655

Down $278,637 (-27%) from 2013

Liabilities

Up

$56,350

Up $20,850 (+59%) from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin10th percentile

Revenue

Down

$832,158

Down $473 (-0.1%) from 2013

Expenses

Up

$1,056,148

Up $17,911 (+1.7%) from 2013

Net Income

Down

-$223,990

Down $18,384 (-8.9%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,160,273Liabilities 2010: $20,444Net Assets 2010: $1,139,8292010Assets 2011: $1,115,405Liabilities 2011: $13,175Net Assets 2011: $1,102,2302011Assets 2012: $1,285,506Liabilities 2012: $37,176Net Assets 2012: $1,248,3302012Assets 2013: $1,076,792Liabilities 2013: $35,500Net Assets 2013: $1,041,2922013Assets 2014: $819,005Liabilities 2014: $56,350Net Assets 2014: $762,6552014Assets 2015: $918,016Liabilities 2015: $99,272Net Assets 2015: $818,7442015Assets 2016: $1,034,700Liabilities 2016: $21,958Net Assets 2016: $1,012,7422016Assets 2017: $1,264,066Liabilities 2017: $31,628Net Assets 2017: $1,232,4382017Assets 2018: $1,302,099Liabilities 2018: $74,359Net Assets 2018: $1,227,7402018Assets 2019: $1,232,820Liabilities 2019: $35,151Net Assets 2019: $1,197,6692019Assets 2020: $1,542,008Liabilities 2020: $78,548Net Assets 2020: $1,463,4602020Assets 2021: $1,640,752Liabilities 2021: $238,951Net Assets 2021: $1,401,8012021Assets 2022: $2,268,165Liabilities 2022: $803,195Net Assets 2022: $1,464,9702022Assets 2023: $2,398,110Liabilities 2023: $495,862Net Assets 2023: $1,902,2482023Assets 2024: $2,671,388Liabilities 2024: $509,830Net Assets 2024: $2,161,5582024

Highlighted filing

2014

Assets$819,005
Liabilities$56,350
Net Assets$762,655
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $736,8162010Expenses 2011: $769,4992011Expenses 2012: $909,2652012Revenue 2013: $832,631Expenses 2013: $1,038,237Net Income 2013: -$205,6062013Revenue 2014: $832,158Expenses 2014: $1,056,148Net Income 2014: -$223,9902014Revenue 2015: $1,074,943Expenses 2015: $923,693Net Income 2015: $151,2502015Revenue 2016: $1,231,460Expenses 2016: $1,053,682Net Income 2016: $177,7782016Revenue 2017: $1,195,054Expenses 2017: $1,040,802Net Income 2017: $154,2522017Revenue 2018: $1,251,922Expenses 2018: $1,168,615Net Income 2018: $83,3072018Revenue 2019: $1,351,686Expenses 2019: $1,496,536Net Income 2019: -$144,8502019Revenue 2020: $1,376,122Expenses 2020: $1,164,146Net Income 2020: $211,9762020Revenue 2021: $1,479,190Expenses 2021: $1,652,991Net Income 2021: -$173,8012021Revenue 2022: $2,050,559Expenses 2022: $1,807,714Net Income 2022: $242,8452022Revenue 2023: $2,678,418Expenses 2023: $2,325,090Net Income 2023: $353,3282023Revenue 2024: $2,325,710Expenses 2024: $2,186,477Net Income 2024: $139,2332024

Highlighted filing

2014

Revenue$832,158
Expenses$1,056,148
Net Income-$223,990
Open 2014 Filing
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Mission and Program Overview

Mission

Philanthropy southwest provides a forum for grantmaking foundations, which encourages the exchange of information about the administration of giving programs as well as trends and needs in the southwest region. Specifically, the organization sponsors educational conferences, seminars, and workshops through its seven state membership region, distributes a newsletter and provides other publications promoting wise management practices to enhance foundations' ability to fulfill their philanthropic mission.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$819,005
Liabilities
$56,350
Net assets
$762,655
Revenue
$832,158
Expenses
$1,056,148
Net income
-$223,990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.51$2.16$2.33$2.19$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.50$1.90$2.68$2.33$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.80$1.46$2.05$1.81$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.24$1.40$1.48$1.65$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.08$1.46$1.38$1.16$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.04$1.20$1.35$1.50$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.07$1.23$1.25$1.17$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$1.20$1.04$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.01$1.23$1.05$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.10$0.82$1.07$0.92$0.15
2014Summary only. Only limited summary data is available for this year.$0.82$0.06$0.76$0.83$1.06$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.04$1.04$0.83$1.04$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.04$1.25$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.01$1.10$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.02$1.14$0.74