SOUTHWEST KEY PROGRAMS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST KEY PROGRAMS INC (EIN 74-2481167)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-07-13
- IRS object ID
- 202001959349300440
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T10:19:08-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742481167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST KEY PROGRAMS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5124622181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78721 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC MARIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5124622181 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY LOGAN | PreparerPersonNm |
| PTIN | P00677048 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.192.142.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-10 | IPDt |
| IP Tm | 10:05:51 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E7E0E5E43DCF795FC2D0E7EA97D58B532BF5A60 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOELLA BROOKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $469,087,649 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWKEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION IS OPENING DOORS TO OPPORTUNITY, SO INDIVIDUALS CAN ACHIEVE THEIR DREAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 10818 | TotalEmployeeCnt |
| Total Volunteers | 116 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $108,298 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $403,847,326 | PYContributionsGrantsAmt |
| CY Contributions Grants | $463,292,907 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,503,279 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,676,232 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,581,365 | PYOtherRevenueAmt |
| CY Other Revenue | $3,036,571 | CYOtherRevenueAmt |
| PY Total Revenue | $408,931,970 | PYTotalRevenueAmt |
| CY Total Revenue | $468,005,710 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $308,914 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,816,389 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $287,093,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $356,849,290 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $92,498 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $95,264,615 | PYOtherExpensesAmt |
| CY Other Expenses | $117,955,091 | CYOtherExpensesAmt |
| PY Total Expenses | $382,666,539 | PYTotalExpensesAmt |
| CY Total Expenses | $478,620,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,265,431 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,615,060 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $165,450,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,471,517 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,167,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,803,218 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,283,359 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,668,299 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION IS OPENING DOORS TO OPPORTUNITY, SO INDIVIDUALS CAN ACHIEVE THEIR DREAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $405,077,040 | ExpenseAmt |
| Desc | FOR MORE THAN 20 YEARS, SOUTHWEST KEY HAS BEEN AN INTEGRAL PARTNER IN THE U.S. RESPONSE TO THE IMMIGRATION CRISIS AT OUR SOUTHERN BORDER, SHELTERING IMMIGRANT CHILDREN UNDER 18 YEARS OF AGE WHO ARRIVE IN THIS COUNTRY WITHOUT A PARENT OR GUARDIAN AND REUNIFYING THEM WITH THEIR PARENTS, RELATIVES OR A SPONSOR. NINETY-FIVE PERCENT OF THE CHILDREN IN OUR SHELTERS IN 2018 CAME FROM THE NORTHERN TRIANGLE WHICH INCLUDES GUATEMALA, HONDURAS AND EL SALVADOR. MOST OF THE CHILDREN WERE MALES BETWEEN THE AGES OF 15-17, FLEEING VIOLENCE AND GANG THREATS IN THEIR HOME COUNTRIES. OTHERS WERE ESCAPING POVERTY OR SEEKING REUNIFICATION WITH FAMILY MEMBERS ALREADY IN THE U.S.WITHIN 24-HOURS OF A CHILD'S ARRIVAL AT A SWK FACILITY, OUR CASE MANAGERS BEGIN WORKING ON THE PROCESS OF REUNIFICATION. FIRST CONTACTING THE CHILD'S FAMILY IN HIS OR HER HOME COUNTRY AND THEN REACHING OUT TO THE CHILD'S CONTACT(S) AND PROSPECTIVE SPONSORS IN THE U.S. WHILE POTENTIAL SPONSORS ARE SCREENED, SWK PROVIDES CHILDREN WITH CARE THAT ALLOWS THEM TO THRIVE IN A SAFE, HOMELIKE, NURTURING ENVIRONMENT. AND WITHIN 48-HOURS OF ENTERING OUR FACILITIES, ALL CHILDREN RECEIVE FULL MEDICAL EXAMINATIONS. THEY ARE ALSO SCREENED FOR ANY INFECTIOUS DISEASES AND RECEIVE ALL CDC-RECOMMENDED IMMUNIZATIONS. SOUTHWEST KEY MEDICAL STAFF PROVIDE BASIC MEDICAL CARE 24 HOURS A DAY. CHILDREN WHO REQUIRE EXAMINATIONS BY SPECIALISTS OR HOSPITAL CARE ARE TRANSPORTED BY SWK TO THE APPROPRIATE MEDICAL FACILITIES.IN ADDITION TO REUNIFICATION, MEDICAL AND COUNSELING SERVICES, CHILDREN HAVE ACCESS TO LEGAL SERVICES, RELIGIOUS SERVICES, PHONE CALLS, MAIL SUPPLIES, POSTAGE AND ARE PROVIDED PERSONAL GROOMING AND HYGIENE SERVICES, SUCH AS HAIRCUTS, LAUNDRY AND HOUSEKEEPING. YOUTH HAVE THE OPPORTUNITY TO CONNECT WITH SPONSORS OR FAMILY MEMBERS VIA PHONE AND VIDEO CALLS TO BUILD RELATIONSHIPS WHILE IN OUR CARE.OUR PROGRAMS ARE DEVELOPED TO PROVIDE CHILDREN THE NECESSARY RESOURCES TO THRIVE WHILE IN OUR CARE. EDUCATION IS VITALLY IMPORTANT, SO WE PROVIDE 6 HOURS OF CLASSROOM EDUCATION 5-DAYS A WEEK. WE ALSO UNDERSTAND HOW IMPORTANT RECREATION AND PHYSICAL ACTIVITY IS TO ALL CHILDREN, SO THEY'RE GIVEN AMPLE TIME TO BE OUTSIDE AND PLAY. WHERE POSSIBLE, WE PROVIDE OPPORTUNITIES FOR ARTS AND CRAFTS, MUSIC AND ENTERTAINMENT, AND SPECIAL EVENTS. WE FOLLOW USDA GUIDELINES AND OUR IN-HOUSE COOKS PROVIDE THREE NUTRITIOUS MEALS AND THREE SNACKS EVERY DAY.SOUTHWEST KEY'S UNACCOMPANIED MINOR SHELTERS ARE PART OF A FEDERAL SHELTER SYSTEM THAT WAS CREATED AS A RESULT OF THE 1997 FLORES SETTLEMENT AGREEMENT. OUR PROGRAMS ARE FUNDED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES.9/1/2018 TO 8/31/2019UM CHILDREN SERVED 36,422UM EMPLOYEES 6,809UM PROGRAMS - 28 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,799,667 | ExpenseAmt |
| Grant | $3,816,389 | GrantAmt |
| Desc | SOUTHWEST KEY'S YOUTH JUSTICE PROGRAM IS BASED ON THE CORE PRINCIPLE THAT POSITIVE CHANGE CAN HAPPEN THOUGH THERAPEUTIC, EDUCATIONAL AND COMMUNITY-BASED PROGRAMS. OUR SERVICES ARE SHAPED BY EVIDENCE-BASED PRACTICES AND YOUTH VOICE, AND ACCOMPLISHED THROUGH STAFF THAT COME FROM THE COMMUNITIES WE SERVE. BY PROVIDING ALTERNATIVES TO CHILDREN WHO ARE INVOLVED IN THE COURT SYSTEM, YOUTH JUSTICE ENABLES THEM TO STAY AT HOME WITH THEIR FAMILIES AND INVOLVED IN THEIR COMMUNITIES.THROUGH YOUTH JUSTICE, YOUNG MEN AND WOMEN ARE PROVIDED WITH STRUCTURE AND SERVICES THAT PROMOTE POSITIVE BEHAVIORS AND EXPERIENCES. OUR CASE WORKERS PARTNER WITH FAMILIES TO ADDRESS INDIVIDUAL, FAMILY AND SOCIAL ISSUES, SUCH AS HELPING WITH THE TRANSITION BACK HOME FROM A CORRECTIONAL FACILITY OR INSTITUTION, ASSISTING PARENTS WITH EMPLOYMENT AND CHILDCARE, AND WORKING WITH SCHOOL STAFF TO MEET ACADEMIC AND PERSONAL NEEDS. OUR PROGRAMS TRACK THE PROGRESS YOUTH ARE MAKING WHILE HOLDING THEM ACCOUNTABLE FOR THEIR ACTIONS. THESE COMPONENTS WORK TOGETHER TO SET THE FOUNDATION FOR SUCCESS, NOW AND TOMORROW.9/1/2018 TO 8/31/2019YJ CHILDREN SERVED 6,942YJ EMPLOYEES 261YJ PROGRAMS - 419/1/2018 TO 8/31/2019TOTAL CHILDREN SERVED 64,077TOTAL EMPLOYEES (ACROSS ALL OF SWK, INCLUDING PROMESA AND WFS) 7,636TOTAL PROGRAMS (ACROSS ALL OF SWK, INCLUDING PROMESA AND WFS) 75 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $424,876,707 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 339 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10818 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC MARIN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125832516 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78721 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANSELMO VILLARREAL | ||||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROSA SANTIS | ||||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID MARSHALL JR | ||||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CATALINA GRACIA | ||||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| VICTOR GARZA | ||||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ORLANDO MARTINEZ | ||||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JUAN SANCHEZ | ||||||||||
| FMR PRESIDENT/CEO UNTIL 4/2/19 | 40.00 | $1,041,754 | $0 | $56,349 | Yes (X) | |||||
| MELODY CHUNG | ||||||||||
| FMR CFO UNTIL 02/22/19 | 40.00 | $869,697 | $0 | $56,344 | Yes (X) | |||||
| JOELLA BROOKS | ||||||||||
| INTERIM CEO | 40.00 | $392,748 | $0 | $59,085 | Yes (X) | |||||
| STEPHEN CALVERT | ||||||||||
| CHIEF LEGAL COUNSEL | 40.00 | $64,494 | $0 | $1,108 | Yes (X) | |||||
| ERIC MARIN | ||||||||||
| CFO SINCE 5/1/19 | 40.00 | $0 | $0 | $0 | Yes (X) | |||||
| ALEXIA RODRIGUEZ | ||||||||||
| FMR VP UM PROGRAMS UNTIL 7/12/19 | 40.00 | $424,799 | $0 | $55,362 | Yes (X) | |||||
| VERONICA DELGADO-SAVAGE | ||||||||||
| VP- YJ SERVICES | 40.00 | $409,993 | $0 | $56,325 | Yes (X) | |||||
| JENNIFER SANCHEZ | ||||||||||
| FMR VICE-PRESIDENT UNTIL 5/17/19 | 40.00 | $369,866 | $0 | $54,732 | Yes (X) | |||||
| GERALDO G RIVERA | ||||||||||
| VP - UM PROGRAMS | 40.00 | $216,062 | $0 | $32,936 | Yes (X) | |||||
| JOSE E ARROYO-DAVILA | ||||||||||
| ASSOCIATE VP OF HR | 40.00 | $188,759 | $0 | $20,704 | Yes (X) | |||||
| YVONNE CHOR | ||||||||||
| DIRECTOR OF FINANCE | 40.00 | $241,529 | $0 | $47,631 | Yes (X) | |||||
| ISABEL RODRIGUEZ | ||||||||||
| PROGRAM COORDINATOR | 40.00 | $177,334 | $0 | $35,886 | Yes (X) | |||||
| FRED MUNIZ | ||||||||||
| CONTROLLER | 40.00 | $177,061 | $0 | $39,309 | Yes (X) | |||||
| DR SALVADOR CAVAZOS | ||||||||||
| VP OF EDUCATION | 40.00 | $168,732 | $52,948 | $15,109 | Yes (X) | 40.00 | ||||
| ELIZABETH SCHEPEL | ||||||||||
| VP- PQI | 40.00 | $132,412 | $0 | $25,497 | Yes (X) | |||||
| RACHEL LUNA | ||||||||||
| FMR GENERAL COUNSEL UNTIL 7/27/18 | 40.00 | $170,398 | $0 | $32,446 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,045,638 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $52,948 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $588,823 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MANPOWER | |||||
| 29973 NETWORK PL | CHICAGO | IL | 60673 | CONTRACT LABOR | $1,406,029 |
| C&A BUILDERS | |||||
| 28960 LINE 12 RD | SAN BENITO | TX | 78586 | CONSTRUCTION | $1,342,176 |
| JCS MILITARY SUPPORT SERVICES INC | |||||
| PO BOX 884 | BRYN MAWR | PA | 19010 | SOCIAL SERVICES | $988,835 |
| MODIS INC | |||||
| DEPT CH 10682 | PALATINE | IL | 60055 | CONTRACT LABOR | $816,756 |
| ABSOLUTE SERVICES | |||||
| 2005 INDUSTRIAL DR | MCALLEN | TX | 78504 | SECURITY SERVICES | $460,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $293,050 | FundraisingAmt |
| Government Grants | $462,478,690 | GovernmentGrantsAmt |
| All Other Contributions | $521,167 | AllOtherContributionsAmt |
| Noncash Contributions | $39,387 | NoncashContributionsAmt |
| Total Contributions | $463,292,907 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,058,899 | TotalRevenueColumnAmt |
| Exclusion | $1,058,899 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,195,682 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,195,682 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,195,682 | TotalRevenueColumnAmt |
| Exclusion | $1,195,682 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,675,356 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,058,023 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $617,333 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $617,333 | TotalRevenueColumnAmt |
| Exclusion | $617,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,935 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $293,050 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $23,916 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,981 | TotalRevenueColumnAmt |
| Exclusion | -$1,981 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $1,345,755 | $1,345,755 |
| MANAGEMENT FEES | 900099 | $451,561 | $451,561 |
| INSURANCE PROCEEDS | 900099 | $45,554 | $45,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,842,870 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,005,710 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,842,870 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,869,933 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,653,027 | TotalAmt |
| Program Services | $3,653,027 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,362 | TotalAmt |
| Program Services | $163,362 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,673,217 | TotalAmt |
| Program Services | $4,347,710 | ProgramServicesAmt |
| Management And General | $324,665 | ManagementAndGeneralAmt |
| Fundraising | $842 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,686,435 | TotalAmt |
| Program Services | $270,439,051 | ProgramServicesAmt |
| Management And General | $20,195,035 | ManagementAndGeneralAmt |
| Fundraising | $52,349 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,298,760 | TotalAmt |
| Program Services | $31,976,760 | ProgramServicesAmt |
| Management And General | $5,314,229 | ManagementAndGeneralAmt |
| Fundraising | $7,771 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,190,878 | TotalAmt |
| Program Services | $22,595,381 | ProgramServicesAmt |
| Management And General | $1,591,260 | ManagementAndGeneralAmt |
| Fundraising | $4,237 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,373 | TotalAmt |
| Management And General | $525,373 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,346,972 | TotalAmt |
| Program Services | $1,908,786 | ProgramServicesAmt |
| Management And General | $4,438,186 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,245 | TotalAmt |
| Program Services | $120,848 | ProgramServicesAmt |
| Management And General | $31,397 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,028,158 | TotalAmt |
| Program Services | $3,186,567 | ProgramServicesAmt |
| Management And General | $1,841,112 | ManagementAndGeneralAmt |
| Fundraising | $479 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,923 | TotalAmt |
| Program Services | $1,701,588 | ProgramServicesAmt |
| Management And General | $919,332 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,347,014 | TotalAmt |
| Program Services | $38,192,705 | ProgramServicesAmt |
| Management And General | $1,153,318 | ManagementAndGeneralAmt |
| Fundraising | $991 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,804,792 | TotalAmt |
| Program Services | $6,904,265 | ProgramServicesAmt |
| Management And General | $1,899,346 | ManagementAndGeneralAmt |
| Fundraising | $1,181 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,367,530 | TotalAmt |
| Program Services | $1,487,934 | ProgramServicesAmt |
| Management And General | $879,006 | ManagementAndGeneralAmt |
| Fundraising | $590 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,986 | TotalAmt |
| Program Services | $116,716 | ProgramServicesAmt |
| Management And General | $12,270 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,811,049 | TotalAmt |
| Program Services | $3,541,314 | ProgramServicesAmt |
| Management And General | $1,269,187 | ManagementAndGeneralAmt |
| Fundraising | $548 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,329,739 | TotalAmt |
| Program Services | $2,132,960 | ProgramServicesAmt |
| Management And General | $196,779 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $25,075,681 | $15,214,256 | $9,838,023 | $23,402 |
| CONTRACT LABOR | $6,067,004 | $3,180,997 | $2,886,007 | |
| PARTICIPANT SUBSIDIES | $5,448,561 | $5,448,561 | ||
| HOUSEHOLD SUPPLIES | $4,808,069 | $4,807,590 | $479 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,092,995 | TotalAmt |
| Program Services | $3,756,329 | ProgramServicesAmt |
| Management And General | $336,561 | ManagementAndGeneralAmt |
| Fundraising | $105 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,620,770 | TotalAmt |
| Program Services | $424,876,707 | ProgramServicesAmt |
| Management And General | $53,651,565 | ManagementAndGeneralAmt |
| Fundraising | $92,498 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,857,591 | BOYAmt |
| EOY | $54,937,655 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,152,098 | BOYAmt |
| EOY | $25,194,311 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,683,951 | BOYAmt |
| EOY | $6,446,872 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,483,835 | BOYAmt |
| EOY | $3,403,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,798,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,289,985 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,914,749 | BOYAmt |
| EOY | $37,508,740 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,792,471 | BOYAmt |
| EOY | $6,363,626 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,566,164 | BOYAmt |
| EOY | $6,616,703 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,450,859 | BOYAmt |
| EOY | $140,471,517 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,950,094 | BOYAmt |
| EOY | $5,890,905 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,879 | BOYAmt |
| EOY | $279,038 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,806,527 | BOYAmt |
| EOY | $46,633,275 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,167,500 | BOYAmt |
| EOY | $52,803,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,948,321 | BOYAmt |
| EOY | $85,500,040 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,038 | BOYAmt |
| EOY | $2,168,259 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,283,359 | BOYAmt |
| EOY | $87,668,299 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,450,859 | BOYAmt |
| EOY | $140,471,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,615,060 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,932,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,900,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $315,121,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,847,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $463,292,907 | CurrentTaxYearAmt |
| Total | $1,582,094,911 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,932,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,900,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $315,121,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,847,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $463,292,907 | CurrentTaxYearAmt |
| Total | $1,582,094,911 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,582,094,911 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,133,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,746,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,911,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,254,581 | CurrentTaxYearAmt |
| Total | $8,047,051 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $121,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $440,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,979,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,391,309 | CurrentTaxYearAmt |
| Total | $3,932,785 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,594,074,747 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,900,600 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $525,373 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $525,373 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $424,876,707 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $425,402,080 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $525,373 | CurrentYearAmt |
| Total | $525,373 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINE 1, SECTION 501(H) LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | SOUTHWEST KEY ENGAGED THE SERVICES OF THIRD PARTIES TO ASSIST IN MONITORING LEGISLATION, ADDRESSING STATE REGULATORY AND LICENSING ISSUES, AND BUILDING STRONGER RELATIONSHIPS AND PARTNERSHIPS AT THE LOCAL, STATE, AND NATIONAL LEVELS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,544,721 | OtherCostOrOtherBasisAmt |
| Book Value | $9,544,721 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,852,097 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,988,011 | DepreciationAmt |
| Book Value | $20,864,086 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,537,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,668,967 | DepreciationAmt |
| Book Value | $1,868,110 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,617,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,664,368 | DepreciationAmt |
| Book Value | $1,952,956 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,247,506 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,968,639 | DepreciationAmt |
| Book Value | $3,278,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,508,740 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED SALARIES | $6,776,957 |
| ACCRUED VACATION EXPENSE | $833,776 |
| CAPITAL LEASE OBLIGATIONS | $950,057 |
| OTHER ACCRUED LIABILITIES | $13,724,013 |
| SELF-INSURANCE RESERVE | $24,348,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,633,275 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $468,424,992 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $381,431 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $23,916 | OtherRevenueAmt |
| Revenue Not Reported | $405,347 | RevenueNotReportedAmt |
| Revenue Subtotal | $468,019,645 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$13,935 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$13,935 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $468,005,710 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $475,937,052 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $381,431 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $23,916 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $405,347 | ExpensesNotReportedAmt |
| Expenses Subtotal | $475,531,705 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,089,065 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,089,065 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $478,620,770 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | SOUTHWEST KEY PROGRAMS, INC. IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS ACTIVITIES. FOR THE FISCAL YEARS ENDING AUGUST 31, 2019 AND 2018 THE ORGANIZATION'S UNRELATED BUSINESS ACTIVITIES FOR TAX REPORTING PURPOSES INCLUDED INCOME CREATED BY DISALLOWED PARKING FRINGE BENEFIT COSTS PER SECTION 512(A)(7) OF THE INTERNAL REVENUE CODE RESULTING FROM PASSAGE OF THE TAX CUTS AND JOBS ACT OF 2017. THE ORGANIZATION ALSO HAS UNRELATED BUSINESS ACTIVITIES RESULTING FROM INCOME OR LOSS FROM CERTAIN INVESTMENTS IN PARTNERSHIPS AND SIMILAR LEGAL ENTITIES. AS SUCH, SOUTHWEST KEY PROGRAMS RECOGNIZED INCOME TAX EXPENSE OF $335,581 AND $0 FOR THE YEARS ENDED AUGUST 31, 2019 AND 2018 RESPECTIVELY. INCOME TAX EXPENSE IS INCLUDED IN THE OTHER EXPENSE LINE ITEM IN THE STATEMENT OF FUNCTIONAL EXPENSES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF FUNDRAISING EXPENSE 23,916. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF GAIN ON DISPOSAL OF ASSETS -13,935. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF FUNDRAISING EXPENSE 23,916. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF GAIN ON DISPOSAL OF ASSETS -13,935. RELATED PARTY CONTRIBUTION 3,103,000. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $314,985 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $293,050 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,935 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $23,916 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $314,985 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $293,050 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,935 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,916 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,916 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,981 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROMESA PUBLIC SCHOOLS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 261609474 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,653,027 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATION AWARDS | GrantTypeTxt |
| Recipient | 125 | RecipientCnt |
| Cash Grant | $163,362 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SOUTHWEST KEY PROGRAMS, INC IS THE SOLE MEMBER OF PROMESA PUBLIC SCHOOLS, INC. SWK REGULARLY MONITORS ALL USE OF FUNDS BY PROMESA. DEPENDING ON THE EDUCATION AWARD TYPE ELIGIBLE STUDENT APPLICANTS ARE EVALUATED BASED ON CRITERIA INCLUDING GPA, SCHOLASTIC RIGOR AND ACHIEVEMENT, PERSONAL ACHIEVEMENT, PERSONAL AND HISTORICAL DISADVANTAGES AND INTELLECTUAL CURIOSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUAN SANCHEZ | ||||||||||||||
| FMR PRESIDENT/CEO UNTIL 4/2/19 | $783,936 | $0 | $159,000 | $0 | $98,818 | $0 | $50,125 | $0 | $6,224 | $0 | $1,098,103 | $0 | $0 | $0 |
| MELODY CHUNG | ||||||||||||||
| FMR CFO UNTIL 02/22/19 | $521,025 | $0 | $108,174 | $0 | $240,498 | $0 | $50,007 | $0 | $6,337 | $0 | $926,041 | $0 | $0 | $0 |
| JOELLA BROOKS | ||||||||||||||
| INTERIM CEO | $267,991 | $0 | $72,260 | $0 | $52,497 | $0 | $50,125 | $0 | $8,960 | $0 | $451,833 | $0 | $0 | $0 |
| ALEXIA RODRIGUEZ | ||||||||||||||
| FMR VP UM PROGRAMS UNTIL 7/12/19 | $317,800 | $0 | $64,800 | $0 | $42,199 | $0 | $48,500 | $0 | $6,862 | $0 | $480,161 | $0 | $0 | $0 |
| VERONICA DELGADO-SAVAGE | ||||||||||||||
| VP- YJ SERVICES | $267,565 | $0 | $83,562 | $0 | $58,866 | $0 | $50,125 | $0 | $6,200 | $0 | $466,318 | $0 | $0 | $0 |
| JENNIFER SANCHEZ | ||||||||||||||
| FMR VICE-PRESIDENT UNTIL 5/17/19 | $267,565 | $0 | $54,000 | $0 | $48,301 | $0 | $48,770 | $0 | $5,962 | $0 | $424,598 | $0 | $0 | $0 |
| GERALDO G RIVERA | ||||||||||||||
| VP - UM PROGRAMS | $172,018 | $0 | $33,100 | $0 | $10,944 | $0 | $27,285 | $0 | $5,651 | $0 | $248,998 | $0 | $0 | $0 |
| JOSE E ARROYO-DAVILA | ||||||||||||||
| ASSOCIATE VP OF HR | $155,144 | $0 | $32,700 | $0 | $915 | $0 | $15,383 | $0 | $5,321 | $0 | $209,463 | $0 | $0 | $0 |
| YVONNE CHOR | ||||||||||||||
| DIRECTOR OF FINANCE | $159,613 | $0 | $65,700 | $0 | $16,216 | $0 | $41,542 | $0 | $6,089 | $0 | $289,160 | $0 | $0 | $0 |
| ISABEL RODRIGUEZ | ||||||||||||||
| PROGRAM COORDINATOR | $165,790 | $0 | $0 | $0 | $11,544 | $0 | $28,176 | $0 | $7,710 | $0 | $213,220 | $0 | $0 | $0 |
| FRED MUNIZ | ||||||||||||||
| CONTROLLER | $122,314 | $0 | $41,100 | $0 | $13,647 | $0 | $30,951 | $0 | $8,358 | $0 | $216,370 | $0 | $0 | $0 |
| DR SALVADOR CAVAZOS | ||||||||||||||
| VP OF EDUCATION | $167,807 | $52,948 | $0 | $0 | $925 | $0 | $8,646 | $410 | $4,768 | $1,285 | $182,146 | $54,643 | $0 | $0 |
| ELIZABETH SCHEPEL | ||||||||||||||
| VP- PQI | $94,747 | $0 | $26,600 | $0 | $11,065 | $0 | $19,870 | $0 | $5,627 | $0 | $157,909 | $0 | $0 | $0 |
| RACHEL LUNA | ||||||||||||||
| FMR GENERAL COUNSEL UNTIL 7/27/18 | $111,685 | $0 | $38,600 | $0 | $20,113 | $0 | $29,260 | $0 | $3,186 | $0 | $202,844 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | GROSS-UP FOR FEDERAL TAXES OWED AS A RESULT OF A CASH VALUE LIFE INSURANCE RETIREMENT POLICY; OFFICERS AND KEY EMPLOYEES (7 INDIVIDUALS, SEE PART I, LINE 4B RESPONSES BELOW); TREATED AS TAXABLE COMPENSATION TO LISTED PERSONS. |
| PART I, LINE 3 | CONCERNING POLICIES AND PROCEDURES FOR DETERMINING COMPENSATION OF DISQUALIFIED PERSONS FOR THE CURRENT REPORTING YEAR, THE ORGANIZATION BELIEVES THAT IT SUBSTANTIALLY COMPLIED WITH THE IRS'S BEST PRACTICES. |
| PART I, LINE 4B | DR. JUAN SANCHEZ OTHER REPORTABLE COMPENSATION INCLUDES $79,500 RELATED TO A CASH VALUE LIFE INSURANCE RETIREMENT POLICY. THE INCOME INCLUDES THE INSURANCE PREMIUMS ALONG WITH THE TAX GROSS UP AND INTEREST ON THE INCOME DUE TO THE LIFE INSURANCE POLICY PREMIUMS WHICH HAS BEEN APPROVED BY THE SWK BOARD. MELODY CHUNG OTHER REPORTABLE COMPENSATION INCLUDES $55,106 RELATED TO A CASH VALUE LIFE INSURANCE RETIREMENT POLICY. THE INCOME INCLUDES THE INSURANCE PREMIUMS ALONG WITH THE TAX GROSS UP AND INTEREST ON THE INCOME DUE TO THE LIFE INSURANCE POLICY PREMIUMS WHICH HAS BEEN APPROVED BY THE SWK BOARD. RACHEL LUNA OTHER REPORTABLE COMPENSATION INCLUDES $19,300 RELATED TO A CASH VALUE LIFE INSURANCE RETIREMENT POLICY. THE INCOME INCLUDES THE INSURANCE PREMIUMS ALONG WITH THE TAX GROSS UP AND INTEREST ON THE INCOME DUE TO THE LIFE INSURANCE POLICY PREMIUMS WHICH HAS BEEN APPROVED BY THE SWK BOARD. ALEXIA RODRIGUEZ OTHER REPORTABLE COMPENSATION INCLUDES $32,400 RELATED TO A CASH VALUE LIFE INSURANCE RETIREMENT POLICY. THE INCOME INCLUDES THE INSURANCE PREMIUMS ALONG WITH THE TAX GROSS UP AND INTEREST ON THE INCOME DUE TO THE LIFE INSURANCE POLICY PREMIUMS WHICH HAS BEEN APPROVED BY THE SWK BOARD. JENNIFER SANCHEZ OTHER REPORTABLE COMPENSATION INCLUDES $27,000 RELATED TO A CASH VALUE LIFE INSURANCE RETIREMENT POLICY. THE INCOME INCLUDES THE INSURANCE PREMIUMS ALONG WITH THE TAX GROSS UP AND INTEREST ON THE INCOME DUE TO THE LIFE INSURANCE POLICY PREMIUMS WHICH HAS BEEN APPROVED BY THE SWK BOARD. JOELLA BROOKS OTHER REPORTABLE COMPENSATION INCLUDES $27,800 RELATED TO A CASH VALUE LIFE INSURANCE RETIREMENT POLICY. THE INCOME INCLUDES THE INSURANCE PREMIUMS ALONG WITH THE TAX GROSS UP AND INTEREST ON THE INCOME DUE TO THE LIFE INSURANCE POLICY PREMIUMS WHICH HAS BEEN APPROVED BY THE SWK BOARD. VERONICA DELGADO OTHER REPORTABLE COMPENSATION INCLUDES $27,000 RELATED TO A CASH VALUE LIFE INSURANCE RETIREMENT POLICY. THE INCOME INCLUDES THE INSURANCE PREMIUMS ALONG WITH THE TAX GROSS UP AND INTEREST ON THE INCOME DUE TO THE LIFE INSURANCE POLICY PREMIUMS WHICH HAS BEEN APPROVED BY THE SWK BOARD. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JUAN SANCHEZ | |||
| HUSBAND OF JENNIFER NELSON SANCHEZ, VICE PRESIDENT | $1,041,754 | SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION | 0 |
| JENNIFER NELSON SANCHEZ | |||
| WIFE OF JUAN SANCHEZ, CEO | $369,866 | SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION | 0 |
| ANTONIO SANCHEZ | |||
| BROTHER OF JUAN SANCHEZ, CEO | $79,698 | SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION | 0 |
| ROMEO RODRIGUEZ | |||
| FATHER OF ALEXIA RODRIGUEZ, VICE PRESIDENT | $64,529 | SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION | 0 |
| CONROE CHS LP | |||
| PARTNERSHIP MORE THAN 35% OWNED BY JUAN SANCHEZ, CEO AND MELODY CHUNG, CFO | $281,588 | RENTAL PAID BY THE ORGANIZATION | 0 |
| XIOMARA GROSS | |||
| DAUGHTER OF JUAN SANCHEZ, CEO | $58,729 | SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION | 0 |
| JOSE HECTOR CHIRINOS | |||
| BROTHER-IN-LAW OF JUAN SANCHEZ, CEO | $63,139 | SALARY, RETIREMENT AND FRINGE BY THE ORGANIZATION | 0 |
| RACHEL LUNA | |||
| OFFICER OF THE ORGANIZATION | $168,339 | REPAYMENT RELATED TO UNVESTED CASH VALUE LIFE INSURANCE RETIREMENT POLICY | 0 |
| JUAN SANCHEZ | |||
| OFFICER OF THE ORGANIZATION | $428,667 | REPAYMENT RELATED TO UNVESTED CASH VALUE LIFE INSURANCE RETIREMENT POLICY | 0 |
| JENNIFER NELSON SANCHEZ | |||
| KEY EMPLOYEE OF THE ORGANIZATION | $155,634 | REPAYMENT RELATED TO UNVESTED CASH VALUE LIFE INSURANCE RETIREMENT POLICY | 0 |
| MELODY CHUNG | |||
| OFFICER OF THE ORGANIZATION | $250,735 | REPAYMENT RELATED TO UNVESTED CASH VALUE LIFE INSURANCE RETIREMENT POLICY | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $33,894 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PRIZES FOR FUNDRAISING EVENT | Desc |
| Contribution | 50 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,493 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JUAN SANCHEZ(PRESIDENT/CEO) AND JENNIFER SANCHEZ(VICE PRESIDENT OF COMMUNITY ENGAGEMENT) ARE HUSBAND AND WIFE. JUAN SANCHEZ(PRESIDENT/CEO), JENNIFER SANCHEZ(VICE PRESIDENT OF COMMUNITY ENGAGEMENT), AND MELODY CHUNG(CFO) HAVE A BUSINESS RELATIONSHIP. DR. CAVAZOS, PROMESA'S SUPERINTENDENT, AND JUAN SANCHEZ (PRESIDENT/CEO), AND ANSELMO VILLARREAL, SOUTHWEST KEY BOARD MEMBER HAVE A BUSINESS RELATIONSHIP. JUAN SANCHEZ (PRESIDENT/CEO) AND ROSA SANTIS (BOARD VICE CHAIR) HAVE A BUSINESS RELATIONSHIP. BOTH PARTIES DISSOLVED THEIR BUSINESS RELATIONSHIP ON MAY 4, 2019. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS REVIEWED BY THE ORGANIZATION'S CFO AND GENERAL COUNSEL. AFTER SAID REVIEW, THE RETURN IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR ITS CONSIDERATION AND APPROVAL. AFTER APPROVAL, THE RETURN IS CIRCULATED TO THE BOARD OF DIRECTORS AND FILED TIMELY. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL OR PERSONAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. DETERMINATIONS REGARDING CONFLICT OF INTEREST INQUIRIES ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS OR THROUGH A WRITTEN REPORT PROVIDED BY THE CEO TO THE BOARD OF DIRECTORS. THE INTERESTED PARTY INVOLVED DOES NOT PARTICIPATE IN A DECISION RELATED TO THE POTENTIAL CONFLICT. IF A CONFLICT OF INTEREST EXISTS, A DETERMINATION WILL BE MADE REGARDING WHETHER A MORE ADVANTAGEOUS ARRANGEMENT IS POSSIBLE. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THEN IT IS DETERMINED BY A MAJORITY VOTE OF THE DISINTERESTED PERSON WHETHER THE CONFLICT OF INTEREST IS FAIR AND IN THE ORGANIZATION'S BEST INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES WIPFLI TO CONDUCT 3RD PARTY COMPENSATION ASSESSMENTS FOR THE CEO, EXECUTIVES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROMESA PUBLIC SCHOOLS INC FKA THE EAST AUSTIN ACADEMIA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261609474 | EIN |
| Primary Activities | CHARTER SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST KEY PROGRAMS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWKP ST JOHNS LLC | |||||||||||||
| 13010 RESEARCH BLVD 104 | AUSTIN | TX | 78750 | 824580748 | INVESTMENT PARTNERSHIP | TX | SOUTHWEST KEY PROGRAMS INC | EXCLUDED SEC 512 | -$32,719 | $2,267,281 | 0 | 0 | 0.95830 |
| BUDA HOUSE INVESTORS LLC | |||||||||||||
| 13010 RESEARCH BLVD 104 | AUSTIN | TX | 78750 | 830975536 | INVESTMENT PARTNERSHIP | TX | SOUTHWEST KEY PROGRAMS INC | EXCLUDED SEC 512 | -$406 | $1,999,594 | 0 | 0 | 0.57140 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST KEY ENTERPRISES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 JAIN LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208958545 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST KEY PROGRAMS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$37,559 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,838,246 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PROMESA PUBLIC SCHOOLS INC | ||
| J | $1,146,456 | FMV |
| SOUTHWEST KEY ENTERPRISES LLC | ||
| L | $325,724 | FMV |
| PROMESA PUBLIC SCHOOLS INC | ||
| L | $125,837 | FMV |
| PROMESA PUBLIC SCHOOLS INC | ||
| B | $3,653,027 | FMV |
| SOUTHWEST KEY ENTERPRISES LLC | ||
| M | $177,444 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | SOUTHWEST KEY ENTERPRISES, INC. IS A HOLDING COMPANY WHOSE DISREGARDED ENTITIES INCLUDE: SOUTHWEST KEY MAINTENANCE, LLC 26-0139649 SOUTHWEST KEY CAFE DEL SOL, LLC 26-0530306 SOUTHWEST KEY WORKFORCE DEVELOPMENT, LLC - 27-0855414 SOUTHWEST KEY PROPERTIES, LLC 61- 1535548 DATA AND EVALUATION SERVICES 20-3976396 SOUTHWEST KEY GREEN ENERGY & CONSTRUCTION, LLC 21-2310750 SOUTHWEST KEY YOUTH, FAMILY & TRANSPORTATION SERVICES, LLC 27-1348268 THE BLOOMING FLORIST, LLC 45-2136940 | ExplanationTxt |