Civic Intelligence

Southwest Institute For

EIN 74-2736338 • 501(c)3 • San Antonio, TX

Profile

Provide training and consulting

PO Box 701364San Antonio, TX 78270

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

8th percentile

-138%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$1,200

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 50.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-88%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,586 (-100%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $3,296 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$2,385

Down $17,135 (-88%) from 2014

Expenses

Down

$5,681

Down $13,791 (-71%) from 2014

Net Income

Down

-$3,296

Down $3,344 (-6967%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2011: $3,292Liabilities 2011: $383Net Assets 2011: $2,9092011Assets 2012: $3,493Liabilities 2012: $381Net Assets 2012: $3,1122012Assets 2013: $3,538Liabilities 2013: $290Net Assets 2013: $3,2482013Assets 2014: $3,586Liabilities 2014: $290Net Assets 2014: $3,2962014Assets 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities-
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$20K$10K$0-$10KRevenue 2011: $14,438Expenses 2011: $15,559Net Income 2011: -$1,1212011Revenue 2012: $17,084Expenses 2012: $16,881Net Income 2012: $2032012Revenue 2013: $19,079Expenses 2013: $18,943Net Income 2013: $1362013Revenue 2014: $19,520Expenses 2014: $19,472Net Income 2014: $482014Revenue 2015: $2,385Expenses 2015: $5,681Net Income 2015: -$3,2962015

Highlighted filing

2015

Revenue$2,385
Expenses$5,681
Net Income-$3,296
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$2,385
Expenses
$5,681
Net income
-$3,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$2.39$5.68$3.30
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.29$3.30$19.5$19.5$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.29$3.25$19.1$18.9$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.38$3.11$17.1$16.9$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.38$2.91$14.4$15.6$1.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 4, 2015
Return Version
2014v5.0
Gross Receipts
$2,385
Mission and Program Overview

Mission

Provide training and consulting

Program Services

DescriptionGrantsExpenses
SOUTHWEST INSTITUTE FOR EDUCATIONAL ADVANCEMENT PROVIDES MULTIDISCIPLINARY TRAINING OPPORTUNITIES TO EDUCATORS, CHILD CARE WORKERS, SOCIAL WORKERS AND PARENTS.$5,681-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA M THOMPSONExec Director-$1,200-$1,200
PAM FLORES DE FOOREPresident-$0--
JULIE HOOG VAN HORNSec/Treas-$0--
IAN M THOMPSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Institute for
EIN
74-2736338
Phone
2108855250
Address
PO BOX 701364, SAN ANTONIO, TX 78270

Signing Officer

Name
Donna Thompson
Title
Executive Director
Signed
2015-10-04
Discuss with paid preparer
Yes

Preparer

Firm
James D Odell CPA
Address
1850 Lockhill Selma 106, San Antonio, TX 78213
Preparer
James D Odell CPA
Phone
2103770272
Supplemental Narrative

Additional Explanations

Other Expenses.1

“TELEPHONE $897”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $290 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DONNA THOMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02108855250
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 701364
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03586
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3296
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01059
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02385
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03296
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAM FLORES DE FOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE HOOG VAN HORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IAN M THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONNA M THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXEC DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0897
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE TRAINING AND CONSULTING
IRS990EZ/ProgramServiceRevenueAmt02385
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOUTHWEST INSTITUTE FOR EDUCATIONAL ADVANCEMENT PROVIDES MULTIDISCIPLINARY TRAINING OPPORTUNITIES TO EDUCATORS, CHILD CARE WORKERS, SOCIAL WORKERS AND PARENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05681
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03725
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0290
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05681
IRS990EZ/TotalProgramServiceExpensesAmt05681
IRS990EZ/TotalRevenueAmt02385
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072516
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt072516
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt019079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014438
IRS990ScheduleA/Total509Grp/TotalAmt072516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt019520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt019079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014438
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072516
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0OFFICE EQUIPMENT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02015-06-08
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12015-06-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt11
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1N/A
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE $897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $290 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST INSTITUTE FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL ADVANCEMENT
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0742736338
ReturnHeader/Filer/PhoneNum02108855250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701364
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James D Odell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 Lockhill Selma 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078213
ReturnHeader/PreparerPersonGrp/PhoneNum02103770272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES D ODELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-05T14:44:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits