Civic Intelligence

Southwest Independent School District Education Foundation

EIN 57-1212450 • 501(c)3 • San Antonio, TX

Profile

The mission of the southwest isd education foundation is to provide resources and serve as ambassadors for the programs and initiatives that support southwest independent school district's strategic plan.

11914 Dragon LaneSan Antonio, TX 78252

www.swisd.net/FOUNDATION

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

39th percentile

0.6%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $5M-$10M 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

58th percentile

7.5%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Assets

Up

$5,317,875

Up $196,208 (+3.8%) from 2024

Liabilities

Up

$296

Up $296 from 2024

Net Assets

Up

$5,317,579

Up $195,912 (+3.8%) from 2024

Revenue

Up

$456,511

Up $70,482 (+18%) from 2024

Expenses

Up

$453,627

Up $216,740 (+91%) from 2024

Net Income

Down

$2,884

Down $146,258 (-98%) from 2024

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,757,798Liabilities 2011: $48,672Net Assets 2011: $3,709,1262011Assets 2012: $3,663,256Liabilities 2012: $0Net Assets 2012: $3,663,2562012Assets 2013: $3,759,777Liabilities 2013: $0Net Assets 2013: $3,759,7772013Assets 2014: $4,011,374Liabilities 2014: $0Net Assets 2014: $4,011,3742014Assets 2015: $3,987,175Liabilities 2015: $0Net Assets 2015: $3,987,1752015Assets 2016: $4,024,489Liabilities 2016: $0Net Assets 2016: $4,024,4892016Assets 2017: $6,106,839Liabilities 2017: $1,895,000Net Assets 2017: $4,211,8392017Assets 2018: $5,135,191Liabilities 2018: $796,793Net Assets 2018: $4,338,3982018Assets 2019: $4,339,968Liabilities 2019: $1,000Net Assets 2019: $4,338,9682019Assets 2020: $4,548,513Liabilities 2020: $0Net Assets 2020: $4,548,5132020Assets 2021: $5,119,790Liabilities 2021: $0Net Assets 2021: $5,119,7902021Assets 2022: $4,475,836Liabilities 2022: $19,824Net Assets 2022: $4,456,0122022Assets 2023: $4,597,450Liabilities 2023: $0Net Assets 2023: $4,597,4502023Assets 2024: $5,121,667Liabilities 2024: $0Net Assets 2024: $5,121,6672024Assets 2025: $5,317,875Liabilities 2025: $296Net Assets 2025: $5,317,5792025

Highlighted filing

2025

Assets$5,317,875
Liabilities$296
Net Assets$5,317,579

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $149,933Expenses 2011: $320,336Net Income 2011: -$170,4032011Expenses 2012: $235,2772012Expenses 2013: $153,2742013Revenue 2014: $188,031Expenses 2014: $97,200Net Income 2014: $90,8312014Revenue 2015: $267,204Expenses 2015: $161,139Net Income 2015: $106,0652015Revenue 2016: $353,158Expenses 2016: $240,795Net Income 2016: $112,3632016Revenue 2017: $223,957Expenses 2017: $242,697Net Income 2017: -$18,7402017Revenue 2018: $225,341Expenses 2018: $179,550Net Income 2018: $45,7912018Revenue 2019: $257,697Expenses 2019: $188,406Net Income 2019: $69,2912019Revenue 2020: $221,913Expenses 2020: $177,146Net Income 2020: $44,7672020Revenue 2021: $573,950Expenses 2021: $152,555Net Income 2021: $421,3952021Revenue 2022: $366,243Expenses 2022: $227,846Net Income 2022: $138,3972022Revenue 2023: $291,435Expenses 2023: $223,194Net Income 2023: $68,2412023Revenue 2024: $386,029Expenses 2024: $236,887Net Income 2024: $149,1422024Revenue 2025: $456,511Expenses 2025: $453,627Net Income 2025: $2,8842025

Highlighted filing

2025

Revenue$456,511
Expenses$453,627
Net Income$2,884

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.46$0.45$0.00
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.39$0.24$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.29$0.22$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.48$0.02$4.46$0.37$0.23$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$0.00$5.12$0.57$0.15$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.22$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.26$0.19$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.14$0.80$4.34$0.23$0.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$6.11$1.90$4.21$0.22$0.24$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.35$0.24$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.27$0.16$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.19$0.10$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.00$3.76$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$0.24
2011Summary only. Only limited summary data is available for this year.$3.76$0.05$3.71$0.15$0.32$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 22, 2026
Return Version
2024v5.0
Gross Receipts
$3,621,092
Mission and Program Overview

Mission

The mission of the southwest isd education foundation is to provide resources and serve as ambassadors for the programs and initiatives that support southwest independent school district's strategic plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,544,162$4,962,661▲ $418,499
Savings and Temporary Cash Investments$166,467$182,509▲ $16,042
Cash and Non-Interest-Bearing Accounts$411,038$172,705▼ $238,333
Total Assets$5,121,667$5,317,875▲ $196,208
Liabilities
Accounts Payable and Accrued Expenses-$296-
Total Liabilities$0$296▲ $296
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,121,667$5,317,579▲ $195,912
Total Net Assets Fund Balance$5,121,667$5,317,579▲ $195,912
Total Liabilities and Net Assets / Fund Balance$5,121,667$5,317,875▲ $196,208

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,710,629-▲ $473,054-$5,145,170
2023$4,535,844$480,139▲ $666,778$934,839$4,710,629
2022$4,427,792-▲ $233,422$90,000$4,535,844
2021$5,023,689-▼ $633,992-$4,427,792
2020$4,403,417-▲ $657,520-$5,023,689
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr James GatesPresident
Jenny CollierExecutive Di
Danny SmithMember
David EllisMember
Jorge FloresMember
Kyle GatesMember
Priscilla VomeroMember
Rafael BedollaMember
Travis VerstuyftMember
James NitschkeSecretary
Dan ChoateTreasurer
Carla MedinaVice Preside
Christopher SullawayVice Preside
Helen SmithVice Preside
Martha SmithVice Preside
Ryan BergmannVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$269,006
Program Service Revenue
$0
Investment Income
$241,514
Other Revenue
$-54,009
All Other Contributions
$72,506
Change in Net Assets
$2,884

Audited Revenue Reconciliation

Revenue per Audited Statements
$456,511
Revenue Not Reported on Form 990
$193,028
Total Revenue per Audited Statements
$649,539
Total Revenue per Form 990
$456,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$416,696
Other Expenses$36,931
Total Fundraising Expense$1,499
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$416,696--$416,696
Fees for Services Accounting-$13,909-$13,909
Information Technology-$5,646-$5,646
Advertising$3,888$524-$4,412
Office Expenses-$4,188-$4,188
Insurance-$2,572-$2,572
Other Expenses-$1,862$1,499$1,862
Total Functional Expenses$420,584$31,544$1,499$453,627

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$453,627
Total Expenses per Audited Statements$453,627
Total Expenses per Form 990$453,627
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Independent School DistrSan Antonio, TX-Programs/initiatives$416,696
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$56,167
Fundraising Gross Income$2,158
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$125,000-$33,894-
Golf Tournament$73,658$2,158$22,273$-20,115
Total Events$198,658$2,158$56,167$-54,009
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 is provided to the executive committee for their review prior to its filing.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Southwest Independent School
EIN
57-1212450
Phone
2106223488
Address
11914 DRAGON LANE, SAN ANTONIO, TX 78252

Signing Officer

Name
Dr James Gates
Title
President
Phone
2106223488
Signed
2026-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr James Gates
Formed
2004
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
22

Preparer

Firm
Armstrong Vaughan & Associates Pc
Address
941 WEST BYRD BLVD STE 101, UNIVERSAL CITY, TX 78148
Preparer
Deborah F Fraser
Phone
2106586229
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IRS990/MissionDesc0THE MISSION OF THE SOUTHWEST ISD EDUCATION FOUNDATION IS TO PROVIDE RESOURCES AND SERVE AS AMBASSADORS FOR THE PROGRAMS AND INITIATIVES THAT SUPPORT SOUTHWEST INDEPENDENT SCHOOL DISTRICT'S STRATEGIC PLAN.
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IRS990/PrincipalOfficerNm0DR JAMES GATES
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EXCLUDING INVESTMENT INCOME, THE FOUNDATION RECEIVES 100% OF ITS REVENUE FROM PUBLIC SUPPORT. THE BOARD OF THE ORGANIZATION MAINTAINS CONTINUOUS AND BONA FIDE INITIATIVES TO SOLICIT FUNDS FROM THE GENERAL PUBLIC, DISTRICT MEMBERS, OTHER PUBLIC CHARITIES, AND FROM GOVERNMENTAL, PUBLIC AND PRIVATE ENTITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17B
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0507638
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010375
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0169938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0131210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0121870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066312
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0758336
IRS990ScheduleA/TotalSupportAmt02027813
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04710629
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0666778
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0934839
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt035370
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04535844
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0233422
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt090000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt038095
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05023689
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
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IRS990ScheduleI/RecipientTable/CashGrantAmt0416696
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAMS/INITIATIVES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWEST INDEPENDENT SCHOOL DISTR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011914 DRAGON LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN ANTONIO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078252
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE GRANT OR ASSISTANCE IS TO PROVIDE RESOURCES FOR PROGRAMS AND INITIATIVES THAT WILL SUPPORT STUDENT SUCCESS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalContributionsAmt0269006
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01499
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031544
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0420584

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