Civic Intelligence

Southwest Educational Foundation Inc

EIN 99-4156839 • 501(c)2 • Lubbock, TX

Profile

Southwest educational foundation inc exists to hold title to the property occupied by the epsilon phi chapter of the kappa sigma fraternity at texas tech university. This property currently includes the land, building and all contents located on 6 greek circle, lubbock, texas.

2734 82nd StLubbock, TX 79423

n/A

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

501(c)2 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

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

501(c)2 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

97%

Higher net margin than 90% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

$438,960

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$438,960

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue54th percentileNet Margin90th percentile

Revenue

$28,222

No earlier filing loaded for comparison.

Expenses

$946

No earlier filing loaded for comparison.

Net Income

$27,276

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2024: $438,960Liabilities 2024: $0Net Assets 2024: $438,9602024

Highlighted filing

2024

Assets$438,960
Liabilities$0
Net Assets$438,960
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Revenue 2024: $28,222Expenses 2024: $946Net Income 2024: $27,2762024

Highlighted filing

2024

Revenue$28,222
Expenses$946
Net Income$27,276
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$438,960
Liabilities
$0
Net assets
$438,960
Revenue
$28,222
Expenses
$946
Net income
$27,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.28$0.01$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 23, 2025
Return Version
2023v6.0
Gross Receipts
$61,593
Mission and Program Overview

Mission

Southwest educational foundation inc exists to hold title to the property occupied by the epsilon phi chapter of the kappa sigma fraternity at texas tech university. This property currently includes the land, building and all contents located on 6 greek circle, lubbock, texas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$438,960▲ $438,960
Land, Buildings, and Equipment, Net$0$352,343▲ $352,343
Savings and Temporary Cash Investments-$50,000-
Cash and Non-Interest-Bearing Accounts-$36,617-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$438,960▲ $438,960
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$438,960▲ $438,960
Total Liabilities and Net Assets / Fund Balance$0$438,960▲ $438,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$318,645$155,357$474,002
Land$33,698-$33,698
Other Land Buildings$0$4,992$4,992
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
William D DorseyChairman of the Board
Tracy EdwardsPresident
Anthony S LevatinoVice President
Gary D EdwardsVice President
Kevin MitchellVice President
Walt L CatheyVice President
Andrew R SegerDirector
Bob TateDirector
Brandon HallDirector
Donald E LambertDirector
Douglas D KennyDirector
Douglas M McreakenDirector
F Leroy BellDirector
Justin WalkerDirector
Larry AndersonDirector
Nathen J MceownDirector
Rowland WilsonDirector
Kyle LukertAssistant Secretary and Assistant Treasurer
Kory HooksSecretary
G Robert Tate JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,605
Program Service Revenue
$0
Investment Income
$4,188
Other Revenue
$19,429
All Other Contributions
$4,605
Change in Net Assets
$27,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$436
Total Functional Expenses$0$0$0$946
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 is provided to the board of directors for approval prior to filing with the irs.”

Form 990, Part VI, Section C, Line 18

“Form 1024 and form 990 are available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southwest Educational Foundation Inc
EIN
99-4156839
Phone
8067714000
Address
2734 82ND ST, LUBBOCK, TX 79423

Signing Officer

Name
Bob Tate
Title
Director
Phone
8067714000
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Tate
Formed
2010
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Emily Landry
Phone
8172599100
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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0438960
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0438960
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04605
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0946
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0438960
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04188
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028222
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0438960
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02734 82ND ST
IRS990/USAddress/CityNm0LUBBOCK
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079423
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB TATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08067714000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0994156839
ReturnHeader/Filer/PhoneNum08067714000
ReturnHeader/Filer/USAddress/AddressLine1Txt02734 82ND ST
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079423
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 TAYLOR STREET SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08172599100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY LANDRY
ReturnHeader/ReturnTs02025-05-05T16:07:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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