Civic Intelligence

Southwest Foundation

990EZ • Fiscal year 2019 • EIN 77-0336240

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 11, 2020

5555 Business Park SouthBakersfield, CA 93309

(661) 859-5723

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$74,045

Up $4,366 (+6.3%) from 2018

Net Assets

Up

$74,045

Up $4,366 (+6.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$141,753

Up $14,441 (+11%) from 2018

Expenses

Up

$137,387

Up $15,227 (+12%) from 2018

Net Income

Down

$4,366

Down $786 (-15%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $28,801Liabilities 2011: $0Net Assets 2011: $28,8012011Assets 2012: $76,469Net Assets 2012: $76,4692012Assets 2013: $75,649Net Assets 2013: $75,6492013Assets 2014: $60,865Net Assets 2014: $60,8652014Assets 2015: $73,442Net Assets 2015: $73,4422015Assets 2016: $87,895Net Assets 2016: $87,8952016Assets 2017: $64,527Net Assets 2017: $64,5272017Assets 2018: $69,679Net Assets 2018: $69,6792018Assets 2019: $74,045Net Assets 2019: $74,0452019Assets 2020: $86,720Net Assets 2020: $86,7202020Assets 2021: $80,840Net Assets 2021: $80,8402021Assets 2022: $78,329Net Assets 2022: $78,3292022Assets 2023: $43,034Liabilities 2023: $02023Assets 2024: $35,791Net Assets 2024: $35,7912024Assets 2025: $39,417Net Assets 2025: $39,4172025

Highlighted filing

2019

Assets$74,045
Liabilities-
Net Assets$74,045

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $110,9992011Revenue 2012: $178,002Expenses 2012: $130,334Net Income 2012: $47,6682012Revenue 2013: $130,722Expenses 2013: $131,542Net Income 2013: -$8202013Revenue 2014: $100,694Expenses 2014: $115,478Net Income 2014: -$14,7842014Revenue 2015: $127,291Expenses 2015: $114,714Net Income 2015: $12,5772015Revenue 2016: $159,419Expenses 2016: $144,966Net Income 2016: $14,4532016Revenue 2017: $185,687Expenses 2017: $209,055Net Income 2017: -$23,3682017Revenue 2018: $127,312Expenses 2018: $122,160Net Income 2018: $5,1522018Revenue 2019: $141,753Expenses 2019: $137,387Net Income 2019: $4,3662019Revenue 2020: $150,514Expenses 2020: $137,839Net Income 2020: $12,6752020Revenue 2021: $39,243Expenses 2021: $45,123Net Income 2021: -$5,8802021Revenue 2022: $159,170Expenses 2022: $161,681Net Income 2022: -$2,5112022Revenue 2023: $104,426Expenses 2023: $139,721Net Income 2023: -$35,2952023Revenue 2024: $113,275Expenses 2024: $120,518Net Income 2024: -$7,2432024Revenue 2025: $127,955Expenses 2025: $124,329Net Income 2025: $3,6262025

Highlighted filing

2019

Revenue$141,753
Expenses$137,387
Net Income$4,366
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 11, 2020
Return Version
2018v3.1
Gross Receipts
$141,753
Mission and Program Overview

Mission

To further the work of jesus christ through christian fellowship and charitablegiving to individuals and organizations.

Program Services

DescriptionGrantsExpenses
AN ANNUAL PRAYER BREAKFASTS AND RETREATS ARE CONDUCTED TO PROMOTE A BETTER WAY OF LIVING THROUGH JESUS CHRIST AMONG THE ATTENDEES.$135,271-
THE ORGANIZATION PROVIDES FUNDS TO VARIOUS CHARITABLE ORGANIZATIONS AND NEEDY INDIVIDUALS TO PROMOTE THE GOSPEL OF JESUS CHRIST AND BETTER LIVING THROUGH THE TEACHING OF JESUS CHRIST.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK DAVIESVice President-$0--
DOUG CARTERPresident-$0--
STEPHEN BOYLESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Foundation
EIN
77-0336240
Phone
6618595723
Address
5555 BUSINESS PARK SOUTH, BAKERSFIELD, CA 93309

Signing Officer

Name
Doug Carter
Title
President
Signed
2020-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Wren Kelly CPAs LLP
Address
10000 Stockdale Hwy Ste 150, Bakersfield, CA 93311
Preparer
Shawn P Kelly
Phone
6613255115
Supplemental Narrative

Additional Explanations

Other Expenses.1

PRAYER BREAKFASTS $60792

Other Expenses.2

WESTERN STATES $28240

Other Expenses.3

OFFICE LABOR $25134

Other Expenses.4

OTHER MINISTRIES $21164

Other Expenses.5

OFFICE $1497

Other Expenses.6

STATE TAX $60

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093309
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069679
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt043
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069679
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074045
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069679
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074045
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK DAVIES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136887
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER THE WORK OF JESUS CHRIST THROUGH CHRISTIAN FELLOWSHIP AND CHARITABLEGIVING TO INDIVIDUALS AND ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt027540
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AN ANNUAL PRAYER BREAKFASTS AND RETREATS ARE CONDUCTED TO PROMOTE A BETTER WAY OF LIVING THROUGH JESUS CHRIST AMONG THE ATTENDEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES FUNDS TO VARIOUS CHARITABLE ORGANIZATIONS AND NEEDY INDIVIDUALS TO PROMOTE THE GOSPEL OF JESUS CHRIST AND BETTER LIVING THROUGH THE TEACHING OF JESUS CHRIST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0135271
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137387
IRS990EZ/TotalProgramServiceExpensesAmt0135271
IRS990EZ/TotalRevenueAmt0141753
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0114170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102488
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0126936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0124438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0547954
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt058877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0122631
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0237
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0670585
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0185813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0133842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081952
IRS990ScheduleA/Total509Grp/TotalAmt0670585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0185862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0133899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt081996
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0670822
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRAYER BREAKFASTS $60792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WESTERN STATES $28240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE LABOR $25134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER MINISTRIES $21164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE $1497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STATE TAX $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0770336240
ReturnHeader/Filer/PhoneNum06618595723
ReturnHeader/Filer/USAddress/AddressLine1Txt05555 BUSINESS PARK SOUTH
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202909671
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wren Kelly CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010000 Stockdale Hwy Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093311
ReturnHeader/PreparerPersonGrp/PhoneNum06613255115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shawn P Kelly
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-11T15:49:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.39$0.39$1.28$1.24$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.13$1.21$0.07
2023Summary only. Only limited summary data is available for this year.$0.43$0.00$1.04$1.40$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$1.59$1.62$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.81$0.39$0.45$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.87$1.51$1.38$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.42$1.37$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.70$1.27$1.22$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.65$1.86$2.09$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.88$1.59$1.45$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.27$1.15$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.01$1.15$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$1.31$1.32$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$1.78$1.30$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$1.11