Civic Intelligence

Southwestern Academy

EIN 95-2151023 • 501(c)3 • San Marino, CA

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Southwestern Academy

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Southwestern academy is a coeducational college preparatory boarding/day school, for grades 6 - 12, with two campuses - one in san marino, california, and the other in rimrock, arizona.

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2800 Monterey RdSan Marino, CA 91108

www.southwesternacademy.edu

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

1.21x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

16th percentile

-12%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$105,360

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

43rd percentile

2.9%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-1.1%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$23,021,440

Up $658,820 (+2.9%) from 2023

Liabilities

Up

$4,390,704

Up $571,856 (+15%) from 2023

Net Assets

Up

$18,630,736

Up $86,964 (+0.5%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin16th percentile

Revenue

Down

$3,618,528

Down $38,664 (-1.1%) from 2023

Expenses

Up

$4,061,362

Up $36,354 (+0.9%) from 2023

Net Income

Down

-$442,834

Down $75,018 (-20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$30M$20M$10M$0Assets 2011: $12,241,837Liabilities 2011: $0Net Assets 2011: $12,241,8372011Assets 2012: $12,998,272Liabilities 2012: $0Net Assets 2012: $12,998,2722012Assets 2013: $14,014,084Liabilities 2013: $0Net Assets 2013: $14,014,0842013Assets 2014: $14,921,907Liabilities 2014: $0Net Assets 2014: $14,921,9072014Assets 2015: $15,824,212Liabilities 2015: $0Net Assets 2015: $15,824,2122015Assets 2016: $17,136,068Liabilities 2016: $0Net Assets 2016: $17,136,0682016Assets 2017: $21,914,110Liabilities 2017: $4,934,356Net Assets 2017: $16,979,7542017Assets 2018: $21,841,833Liabilities 2018: $4,465,097Net Assets 2018: $17,376,7362018Assets 2019: $24,239,369Liabilities 2019: $3,755,318Net Assets 2019: $20,484,0512019Assets 2020: $24,823,103Liabilities 2020: $4,636,110Net Assets 2020: $20,186,9932020Assets 2021: $24,648,530Liabilities 2021: $4,173,832Net Assets 2021: $20,474,6982021Assets 2022: $22,116,238Liabilities 2022: $3,167,300Net Assets 2022: $18,948,9382022Assets 2023: $22,362,620Liabilities 2023: $3,818,848Net Assets 2023: $18,543,7722023Assets 2024: $23,021,440Liabilities 2024: $4,390,704Net Assets 2024: $18,630,7362024

Highlighted filing

2024

Assets$23,021,440
Liabilities$4,390,704
Net Assets$18,630,736
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,618,321Expenses 2011: $4,237,227Net Income 2011: $381,0942011Revenue 2012: $5,432,109Expenses 2012: $4,675,375Net Income 2012: $756,7342012Revenue 2013: $6,003,547Expenses 2013: $4,987,735Net Income 2013: $1,015,8122013Revenue 2014: $5,761,206Expenses 2014: $4,853,383Net Income 2014: $907,8232014Revenue 2015: $6,094,573Expenses 2015: $5,192,278Net Income 2015: $902,2952015Revenue 2016: $6,406,123Expenses 2016: $5,094,267Net Income 2016: $1,311,8562016Revenue 2017: $6,351,387Expenses 2017: $5,476,157Net Income 2017: $875,2302017Revenue 2018: $6,123,971Expenses 2018: $5,670,864Net Income 2018: $453,1072018Revenue 2019: $9,214,863Expenses 2019: $5,716,540Net Income 2019: $3,498,3232019Revenue 2020: $4,414,154Expenses 2020: $4,956,868Net Income 2020: -$542,7142020Revenue 2021: $3,127,258Expenses 2021: $3,729,411Net Income 2021: -$602,1532021Revenue 2022: $3,354,538Expenses 2022: $3,667,288Net Income 2022: -$312,7502022Revenue 2023: $3,657,192Expenses 2023: $4,025,008Net Income 2023: -$367,8162023Revenue 2024: $3,618,528Expenses 2024: $4,061,362Net Income 2024: -$442,8342024

Highlighted filing

2024

Revenue$3,618,528
Expenses$4,061,362
Net Income-$442,834
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$23,021,440
Liabilities
$4,390,704
Net assets
$18,630,736
Revenue
$3,618,528
Expenses
$4,061,362
Net income
-$442,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.0$4.39$18.6$3.62$4.06$0.44
2023Summary only. Only limited summary data is available for this year.$22.4$3.82$18.5$3.66$4.03$0.37
2022Summary only. Only limited summary data is available for this year.$22.1$3.17$18.9$3.35$3.67$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$4.17$20.5$3.13$3.73$0.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$4.64$20.2$4.41$4.96$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$3.76$20.5$9.21$5.72$3.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$4.47$17.4$6.12$5.67$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$4.93$17.0$6.35$5.48$0.88
2016Summary only. Only limited summary data is available for this year.$17.1$0.00$17.1$6.41$5.09$1.31
2015Summary only. Only limited summary data is available for this year.$15.8$0.00$15.8$6.09$5.19$0.90
2014Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$5.76$4.85$0.91
2013Summary only. Only limited summary data is available for this year.$14.0$0.00$14.0$6.00$4.99$1.02
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$13.0$5.43$4.68$0.76
2011Summary only. Only limited summary data is available for this year.$12.2$0.00$12.2$4.62$4.24$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 11, 2025
Return Version
2023v6.0
Gross Receipts
$3,618,528
Mission and Program Overview

Mission

Southwestern academy is a coeducational college preparatory boarding/day school, for grades 6 - 12, with two campuses - one in san marino, california, and the other in rimrock, arizona.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,189,175$14,061,127▼ $128,048
Investments in Publicly Traded Securities$7,621,625$8,350,741▲ $729,116
Cash and Non-Interest-Bearing Accounts$551,820$503,600▼ $48,220
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$22,362,620$23,021,440▲ $658,820
Other Assets Total-$105,972-
Liabilities
Deferred Revenue$2,856,817$2,692,904▼ $163,913
Unsecured Notes Loans Payable$837,354$1,607,236▲ $769,882
Accounts Payable and Accrued Expenses$105,370$78,332▼ $27,038
Other Liabilities$19,307$12,232▼ $7,075
Total Liabilities$3,818,848$4,390,704▲ $571,856
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,543,772$18,630,736▲ $86,964
Total Net Assets Fund Balance$18,543,772$18,630,736▲ $86,964
Total Liabilities and Net Assets / Fund Balance$22,362,620$23,021,440▲ $658,820

Asset Categories

AssetBook ValueDepreciationBasis
Land$8,162,875-$8,162,875
Leasehold Improvements$4,286,431$1,475,777$5,762,208
Buildings$1,451,231$1,679,527$3,130,758
Other Land Buildings$150,186$1,191,032$1,341,218
Equipment$10,404$437,253$447,657
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robin JarchowCEO/head of SchFT$105,360$105,360

Board Members and Trustees

NameTitle
Jon CrowleyChair
Thomas MaimoneVice Chair
Alan PierpointTrustee
Fatos RadoniqiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,006
Program Service Revenue
$3,163,232
Investment Income
$252,124
Other Revenue
$199,166
All Other Contributions
$4,006
Change in Net Assets
$-442,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,266,039
Other Expenses$1,795,323
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,760,748--$1,760,748
All Other Expenses$277,005--$277,005
Fees for Services Other$269,065--$269,065
Depreciation Depletion$245,152--$245,152
Insurance$212,280--$212,280
Other Employee Benefits$206,873--$206,873
Payroll Taxes$156,607--$156,607
Interest$112,282--$112,282
Current Officers, Directors, Trustees, and Key Employees$105,360--$105,360
Other Expenses$72,802--$72,802
Fees for Service Investment Mgmnt Fees$52,807--$52,807
Pension Plan Contributions$36,451--$36,451
Information Technology$28,352--$28,352
Fees for Services Accounting$19,454--$19,454
Office Expenses$18,780--$18,780
Fees for Services Legal$7,962--$7,962
Total Functional Expenses$4,061,362$0$0$4,061,362
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Accrued Credit Card Charges$9,654
Credit Cards Payable$2,578
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Reviewed by governing body prior to filing”

Form 990, Part VI, Section B, Line 15A

“Board of directors annualy reviews and approves salaries of all employees.”

Form 990, Part VI, Section C, Line 18

“Hard copy of return available in the business office on site for inspection.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southwestern Academy
EIN
95-2151023
Phone
6267995010
Address
2800 MONTEREY RD, SAN MARINO, CA 91108

Signing Officer

Name
Robin Jarchow
Title
CEO/head of Sch
Signed
2025-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Jarchow
Formed
1961
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
47
Volunteers
12

Preparer

Firm
Harvey & Parmelee LLP
Address
13215 Penn St Suite 101, Whittier, CA 90602
Preparer
Debi L Rhinehart
Phone
5626989891
Raw XML AppendixShowing 400 of 412 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.

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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01679527
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03130758
IRS990ScheduleD/EquipmentGrp/BookValueAmt010404
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0437253
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0447657
IRS990ScheduleD/LandGrp/BookValueAmt08162875
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08162875
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IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY GOVERNING BODY PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS ANNUALY REVIEWS AND APPROVES SALARIES OF ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HARD COPY OF RETURN AVAILABLE IN THE BUSINESS OFFICE ON SITE FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/TotalReportableCompFromOrgAmt0105360
IRS990/TotalRevenueGrp/ExclusionAmt0252124
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03362398
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03618528
IRS990/TotalVolunteersCnt012
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023021440
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0837354
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02800 MONTEREY RD
IRS990/USAddress/CityNm0SAN MARINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091108
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SOUTHWESTERNACADEMY.EDU
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN JARCHOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/HEAD OF SCH
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWESTERN ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0952151023
ReturnHeader/Filer/PhoneNum06267995010
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 MONTEREY RD
ReturnHeader/Filer/USAddress/CityNm0SAN MARINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952031505

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