Civic Intelligence

Southwest Independent School District Education Foundation

990 • Fiscal year 2018 • EIN 57-1212450

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 14, 2019

Organization ProfileWWW.SWISD.NET/FOUNDATION
11914 Dragon LaneSan Antonio, TX 78252

(210) 622-3488

Siviq Scores

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

Liabilities / Assets

50th percentile

0.16x

Higher debt load relative to assets than 50% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

3.54x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

6th percentile

-16%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

0.6%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$5,135,191

Down $971,648 (-16%) from 2017

Net Assets

Up

$4,338,398

Up $126,559 (+3.0%) from 2017

Liabilities

Down

$796,793

Down $1,098,207 (-58%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin78th percentile

Revenue

Up

$225,341

Up $1,384 (+0.6%) from 2017

Expenses

Down

$179,550

Down $63,147 (-26%) from 2017

Net Income

Up

$45,791

Up $64,531 (+344%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$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

2018

Assets$5,135,191
Liabilities$796,793
Net Assets$4,338,398
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

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

2018

Revenue$225,341
Expenses$179,550
Net Income$45,791
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 14, 2019
Return Version
2017v2.2
Gross Receipts
$2,885,279
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 Other Securities$3,927,034$4,016,416▲ $89,382
Pledges and Grants Receivable$1,000,000$700,000▼ $300,000
Savings and Temporary Cash Investments$478,940$416,211▼ $62,729
Accounts Receivable-$1,700-
Prepaid Expenses and Deferred Charges$864$864→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,106,839$5,135,191▼ $971,648
Other Assets Total$700,001$0▼ $700,001
Liabilities
Grants Payable$1,895,000$791,792▼ $1,103,208
Accounts Payable and Accrued Expenses-$5,000-
Other Liabilities-$1-
Total Liabilities$1,895,000$796,793▼ $1,098,207
Net Assets / Fund Balance
Unrestricted Net Assets$4,211,839$4,338,398▲ $126,559
Total Net Assets Fund Balance$4,211,839$4,338,398▲ $126,559
Total Liabilities and Net Assets / Fund Balance$6,106,839$5,135,191▼ $971,648
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Dr James GatesPresident
Carr HornbuckleVice President
Helen KeatonVice President
Lorianne Van De Walle-jamesVice President
Jesse GarciaExecutive Director
Ashley HaywoodMember
Brian BoblettMember
Brian HaywoodMember
Carrie DielMember
Curtis Rusty MedlinMember
Danny SmithMember
Jorge FloresMember
Lauro a GarzaMember
Martha SmithMember
Mike DielMember
Paul CamposMember
Zach TschirhartMember
Melissa Guillen Byler PeSecretary
Joann FeySwisd Liaison
Helen SmithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$76,148
Program Service Revenue
$0
Investment Income
$152,777
Other Revenue
$-3,584
All Other Contributions
$2,391
Change in Net Assets
$45,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$225,341
Revenue Not Reported on Form 990
$80,768
Total Revenue per Audited Statements
$306,109
Total Revenue per Form 990
$225,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,826
Other Expenses$83,724
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,826--$95,826
Fees for Service Investment Mgmnt Fees-$37,971-$37,971
Fees for Services Management-$35,000-$35,000
Fees for Services Accounting-$7,802-$7,802
Insurance-$1,094-$1,094
Other Expenses-$601-$601
Total Functional Expenses$95,826$83,724$0$179,550

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$179,550
Total Expenses per Audited Statements$179,550
Total Expenses per Form 990$179,550
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Independent Sch DisSan Antonio, TX-See Part Iv$95,826
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,902
Fundraising Gross Income$18,318
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$38,565$13,215$212$13,003
Golf Tournament$33,393$5,103$401$4,702
Total Events$71,958$18,318$21,902$-3,584
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“6 members are married, one of them being the Treasurer. Only 1 vote per couple is recognized.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy is provided to the executive committee for review before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

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

Signing Officer

Name
Dr James Gates
Title
President
Signed
2019-01-14
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Coleman Horton & Company Llp
Address
400 E NOPAL STREET, UVALDE, TX 78801-5305
Preparer
Derek Walker CPA
Phone
8302786276
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IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SWISD LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
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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/OtherExpensesGrp/Desc1BANK CHARGES
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IRS990ScheduleA/PublicOrganization170Ind0X

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,135,191
Liabilities
$796,793
Net assets
$4,338,398
Revenue
$225,341
Expenses
$179,550
Net income
$45,791
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits