Civic Intelligence

Southwest Friends Financial

EIN 95-6050314 • 501(c)3 • Yorba Linda, CA

Profile

Financial assistance to member churches

PO Box 213Yorba Linda, CA 92885

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-1.6%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,396,581

Down $7,579 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,396,581

Down $7,579 (-0.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Down

$116,988

Down $1,917 (-1.6%) from 2023

Expenses

Up

$57,815

Up $5,418 (+10%) from 2023

Net Income

Down

$59,173

Down $7,335 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,303,641Liabilities 2011: $0Net Assets 2011: $3,303,6412011Assets 2012: $3,342,577Liabilities 2012: $0Net Assets 2012: $3,342,5772012Assets 2013: $3,383,355Liabilities 2013: $0Net Assets 2013: $3,383,3552013Assets 2014: $3,473,755Liabilities 2014: $0Net Assets 2014: $3,473,7552014Assets 2015: $3,837,555Liabilities 2015: $250,001Net Assets 2015: $3,587,5542015Assets 2016: $3,561,360Liabilities 2016: $0Net Assets 2016: $3,561,3602016Assets 2017: $3,609,410Liabilities 2017: $0Net Assets 2017: $3,609,4102017Assets 2018: $3,618,167Liabilities 2018: $0Net Assets 2018: $3,618,1672018Assets 2019: $3,631,825Liabilities 2019: $0Net Assets 2019: $3,631,8252019Assets 2020: $3,399,438Liabilities 2020: $1Net Assets 2020: $3,399,4372020Assets 2021: $3,430,471Liabilities 2021: $0Net Assets 2021: $3,430,4712021Assets 2022: $3,403,047Liabilities 2022: $0Net Assets 2022: $3,403,0472022Assets 2023: $3,404,160Liabilities 2023: $0Net Assets 2023: $3,404,1602023Assets 2024: $3,396,581Liabilities 2024: $0Net Assets 2024: $3,396,5812024

Highlighted filing

2024

Assets$3,396,581
Liabilities$0
Net Assets$3,396,581
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $94,856Expenses 2011: $51,893Net Income 2011: $42,9632011Revenue 2012: $99,027Expenses 2012: $58,431Net Income 2012: $40,5962012Revenue 2013: $107,294Expenses 2013: $62,039Net Income 2013: $45,2552013Revenue 2014: $200,905Expenses 2014: $105,711Net Income 2014: $95,1942014Revenue 2015: $232,634Expenses 2015: $103,451Net Income 2015: $129,1832015Revenue 2016: $137,017Expenses 2016: $104,890Net Income 2016: $32,1272016Revenue 2017: $122,350Expenses 2017: $74,300Net Income 2017: $48,0502017Revenue 2018: $81,497Expenses 2018: $74,968Net Income 2018: $6,5292018Revenue 2019: $84,182Expenses 2019: $70,524Net Income 2019: $13,6582019Revenue 2020: -$144,540Expenses 2020: $74,847Net Income 2020: -$219,3872020Revenue 2021: $145,118Expenses 2021: $49,302Net Income 2021: $95,8162021Revenue 2022: $96,097Expenses 2022: $52,971Net Income 2022: $43,1262022Revenue 2023: $118,905Expenses 2023: $52,397Net Income 2023: $66,5082023Revenue 2024: $116,988Expenses 2024: $57,815Net Income 2024: $59,1732024

Highlighted filing

2024

Revenue$116,988
Expenses$57,815
Net Income$59,173
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,396,581
Liabilities
$0
Net assets
$3,396,581
Revenue
$116,988
Expenses
$57,815
Net income
$59,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.40$0.12$0.06$0.06
2023Summary only. Only limited summary data is available for this year.$3.40$0.00$3.40$0.12$0.05$0.07
2022Summary only. Only limited summary data is available for this year.$3.40$0.00$3.40$0.10$0.05$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.00$3.43$0.15$0.05$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.14$0.07$0.22
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.00$3.63$0.08$0.07$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.00$3.62$0.08$0.07$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.00$3.61$0.12$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.14$0.10$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.25$3.59$0.23$0.10$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.20$0.11$0.10
2013Summary only. Only limited summary data is available for this year.$3.38$0.00$3.38$0.11$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.10$0.06$0.04
2011Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$0.09$0.05$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$116,988
Mission and Program Overview

Mission

Financial assistance to member churches

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,339,708$3,330,989▼ $8,719
Investments in Publicly Traded Securities$2,020,118$2,263,523▲ $243,405
Cash and Non-Interest-Bearing Accounts$456,561$422,936▼ $33,625
Rtn Earn Endowment Incm Other Fnds$64,452$65,592▲ $1,140
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,404,160$3,396,581▼ $7,579
Other Assets Total$927,481$710,122▼ $217,359
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,404,160$3,396,581▼ $7,579
Total Liabilities and Net Assets / Fund Balance$3,404,160$3,396,581▼ $7,579
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Chris MorganChairman
Ann HablitzelTrustee
Mark HelmTrustee
Sue GirardAccountant
Randy BrownAdvisor
Jeff DavisSecretary
John DaciolasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,711
Investment Income
$88,277
Other Revenue
$0
Change in Net Assets
$59,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,815
Salaries, Compensation, and Employee Benefits$9,000
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$38,205--$38,205
Other Salaries and Wages-$9,000-$9,000
Grants to Domestic Orgs$5,000--$5,000
Insurance-$4,565-$4,565
Other Expenses-$180-$180
Total Functional Expenses$43,205$14,610$0$57,815
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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

“Form 990 and all attachments reviewed by subcommittee of the board prior to it's signiture and filing.”

Form 990, Part VI, Section B, Line 12C

“Annual reporting of any possible conflicts of interest and resolution by board.”

Form 990, Part VI, Section C, Line 19

“All documents, policies, and financial statements available to public by written request.”

Filing and Contact Details

Filer

Filer Name
Southwest Friends Financial
EIN
95-6050314
Phone
7147797662
Address
PO BOX 213, YORBA LINDA, CA 92885

Signing Officer

Name
John Daciolas
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Mckinney & Larsen Inc
Address
1251 S BEACH BLVD STE H, LA HABRA, CA 90631
Preparer
Gordon a Mckinney
Phone
5629430204
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Decrease in designated funds = -$66752”

Statement Note 1

“Part ii: statement of expenses beneficiaries arcadia friends church 36 whittier friends church 216 ramallah girls school 17 california friends home benevolence fund 622 evangelical friends women 0 friends church southwest yearly meeting: church health & growth 376 mission board 1,871 cym retirement living 1,432 gavitte memorial 4,681 ------ total beneficaries 9,251 ====== annuitants: living annuitants 0 ======”

Raw XML AppendixShowing 400 of 414 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FINANCIAL ASSISTANCE TO MEMBER CHURCHES
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SUE GIRARD
IRS990/BooksInCareOfDetail/PhoneNum07147797662
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020920 SHADOW OAK DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0YORBA LINDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092886
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03339708
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03330989
IRS990/CashNonInterestBearingGrp/BOYAmt0456561
IRS990/CashNonInterestBearingGrp/EOYAmt0422936
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt05000
IRS990/CYInvestmentIncomeAmt088277
IRS990/CYOtherExpensesAmt043815
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt028711
IRS990/CYRevenuesLessExpensesAmt059173
IRS990/CYSalariesCompEmpBnftPaidAmt09000
IRS990/CYTotalExpensesAmt057815
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0116988
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0BENEFICIARIES PAID PER TERMS OF TRUST AGREEMENTS $9,251BROKERAGE MANAGEMENT FOR ORGANIZATIONAL LENDING MAXIMIZATION $38,205GRANTS TO CHURCHES $65,000 ($5,000 OUT OF GENERAL FUND AND $60,000 OUT OF SPECIAL FUNDS)
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt043205
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt038205
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt038205
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt57.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRIS MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ANN HABLITZEL
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK HELM
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DACIOLAS
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm5SUE GIRARD
IRS990/Form990PartVIISectionAGrp/PersonNm6RANDY BROWN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5ACCOUNTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADVISOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt07519
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07519
IRS990/GrossReceiptsAmt0116988
IRS990/GroupExemptionNum01976
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04565
IRS990/InsuranceGrp/TotalAmt04565
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt080758
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080758
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02020118
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02263523
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FINANCIAL ASSISTANCE TO MEMBER CHURCHES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03404160
IRS990/NetAssetsOrFundBalancesEOYAmt03396581
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07519
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07519
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0927481
IRS990/OtherAssetsTotalGrp/EOYAmt0710122
IRS990/OtherChangesInNetAssetsAmt0-66752
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROMOTIONAL GIFTS
IRS990/OtherExpensesGrp/Desc1FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2180
IRS990/OtherExpensesGrp/TotalAmt0600
IRS990/OtherExpensesGrp/TotalAmt1265
IRS990/OtherExpensesGrp/TotalAmt2180
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09000
IRS990/OtherSalariesAndWagesGrp/TotalAmt09000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0REAL ESTATE LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028711
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028711
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt061135
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt033397
IRS990/PYProgramServiceRevenueAmt057770
IRS990/PYRevenuesLessExpensesAmt066508
IRS990/PYSalariesCompEmpBnftPaidAmt09000
IRS990/PYTotalExpensesAmt052397
IRS990/PYTotalRevenueAmt0118905
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt059173
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt064452
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt065592
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION SUPPORTS THE FINANCING OF CHURCH BUILDING AND EXPANSION PROJECTS FOR CHURCHES WITHIN THE FRIENDS SOUTHWEST DENOMINATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951830146
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FRIENDS CHURCH SOUTHWEST YEARLY MTG
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0710122
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 AND ALL ATTACHMENTS REVIEWED BY SUBCOMMITTEE OF THE BOARD PRIOR TO IT'S SIGNITURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REPORTING OF ANY POSSIBLE CONFLICTS OF INTEREST AND RESOLUTION BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC BY WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECREASE IN DESIGNATED FUNDS = -$66752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PART II: STATEMENT OF EXPENSES BENEFICIARIES ARCADIA FRIENDS CHURCH 36 WHITTIER FRIENDS CHURCH 216 RAMALLAH GIRLS SCHOOL 17 CALIFORNIA FRIENDS HOME BENEVOLENCE FUND 622 EVANGELICAL FRIENDS WOMEN 0 FRIENDS CHURCH SOUTHWEST YEARLY MEETING: CHURCH HEALTH & GROWTH 376 MISSION BOARD 1,871 CYM RETIREMENT LIVING 1,432 GAVITTE MEMORIAL 4,681 ------ TOTAL BENEFICARIES 9,251 ====== ANNUITANTS: LIVING ANNUITANTS 0 ======
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Statement Note 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FRIENDS CHURCH SOUTHWEST YEARLY MEETING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSOCIATION OF CHURCHES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0TYPE III
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt015915 RUSSELL STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WHITTIER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0906032533
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03404160
IRS990/TotalAssetsEOYAmt03396581
IRS990/TotalAssetsGrp/BOYAmt03404160
IRS990/TotalAssetsGrp/EOYAmt03396581
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014610
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043205
IRS990/TotalFunctionalExpensesGrp/TotalAmt057815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03404160
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03396581
IRS990/TotalProgramServiceExpensesAmt043205
IRS990/TotalProgramServiceRevenueAmt028711
IRS990/TotalRevenueGrp/ExclusionAmt088277
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028711
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116988
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03404160
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03396581
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 213
IRS990/USAddress/CityNm0YORBA LINDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0928850213
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN DACIOLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FRIENDS FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0956050314
ReturnHeader/Filer/PhoneNum07147797662
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 213
ReturnHeader/Filer/USAddress/CityNm0YORBA LINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092885

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 • $1M-$5M nonprofits