Civic Intelligence

Southwest Foundation

990EZ • Fiscal year 2024 • EIN 77-0336240

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 30, 2025

Organization ProfileN/A
PO Box 20937Bakersfield, CA 93390

(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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

31st percentile

-6.4%

Higher net margin than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-17%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

8.5%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,791

Down $7,243 (-17%) from 2023

Net Assets

$35,791

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Up

$113,275

Up $8,849 (+8.5%) from 2023

Expenses

Down

$120,518

Down $19,203 (-14%) from 2023

Net Income

Up

-$7,243

Up $28,052 (+79%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2024

Assets$35,791
Liabilities-
Net Assets$35,791
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

2024

Revenue$113,275
Expenses$120,518
Net Income-$7,243
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 30, 2025
Return Version
2023v6.0
Gross Receipts
$113,275
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.-$120,518
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
Top Officer Pay79th percentile

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
PO Box 20937, BAKERSFIELD, CA 93390

Signing Officer

Name
Doug Carter
Title
President
Signed
2025-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Shawn P Kelly CPA Inc
Address
2299 Spoonbill Ct, Avila Beach, CA 93424
Preparer
Shawn P Kelly
Phone
6615469901
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Prayer Breakfasts $69452”

Other Expenses.2

“Bakersfield Gives $31380”

Other Expenses.3

“Other MInistries $18418”

Other Expenses.4

“Western States $1193”

Other Expenses.5

“State Taxes and Fees $75”

Raw XML Appendix165 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/BOYAmt043034
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IRS990EZ/ContributionsGiftsGrantsEtcAmt046895
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7243
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043034
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035791
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0113275
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0205
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043034
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035791
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043034
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035791
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK DAVIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0120518
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER THE WORK OF JESUS CHRIST THROUGH CHRISTIAN FELLOWSHIP AND CHARITABLEGIVING TO INDIVIDUALS AND ORGANIZATIONS.
IRS990EZ/ProgramServiceRevenueAmt066175
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/ProgramServiceExpensesAmt0120518
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0120518
IRS990EZ/TotalProgramServiceExpensesAmt0120518
IRS990EZ/TotalRevenueAmt0113275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0107391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0129720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0362156
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt064555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0204105
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0367
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0566261
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0159116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0150470
IRS990ScheduleA/Total509Grp/TotalAmt0566261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0159170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039243
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0150514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0566628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prayer Breakfasts $69452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bakersfield Gives $31380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other MInistries $18418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Western States $1193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4State Taxes and Fees $75
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0770336240
ReturnHeader/Filer/PhoneNum06618595723
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 20937
ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093390
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020538000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shawn P Kelly CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02299 Spoonbill Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Avila Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093424
ReturnHeader/PreparerPersonGrp/PhoneNum06615469901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shawn P Kelly
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-30T15:58:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,791
Liabilities
-
Net assets
$35,791
Revenue
$113,275
Expenses
$120,518
Net income
-$7,243
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