SOUTHWEST FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FOUNDATION (EIN 77-0336240)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-17
- IRS object ID
- 201603229349200535
- Schema version
- 2015v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-17T16:38:53-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wren Kelly CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 Stockdale Hwy Ste 150 | AddressLine1Txt |
| City | Bakersfield | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770336240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6618595723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 BUSINESS PARK SOUTH | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG CARTER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shawn P Kelly | PreparerPersonNm |
| PTIN | P00524974 | PTIN |
| Phone | 6613255115 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $159,419 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $124,438 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $34,924 | ProgramServiceRevenueAmt |
| Investment Income | $57 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $159,419 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $144,466 | OtherExpensesTotalAmt |
| Total Expenses | $144,966 | TotalExpensesAmt |
| Excess Or Deficit For Year | $14,453 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $73,442 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,895 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,404 | BOYAmt |
| EOY | $87,857 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38 | BOYAmt |
| EOY | $38 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,442 | BOYAmt |
| EOY | $87,895 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,442 | BOYAmt |
| EOY | $87,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO FURTHER THE WORK OF JESUS CHRIST THROUGH CHRISTIAN FELLOWSHIP AND CHARITABLEGIVING TO INDIVIDUALS AND ORGANIZATIONS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| AN ANNUAL PRAYER BREAKFASTS AND RETREATS ARE CONDUCTED TO PROMOTE A BETTER WAY OF LIVING THROUGH JESUS CHRIST AMONG THE ATTENDEES. | $54,394 |
| THE ORGANIZATION PROVIDES FUNDS TO VARIOUS CHARITABLE ORGANIZATIONS AND NEEDY INDIVIDUALS TO PROMOTE THE GOSPEL OF JESUS CHRIST AND BETTER LIVING THROUGH THE TEACHING OF JESUS CHRIST. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $54,394 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RICK DAVIES | ||
| Vice President | 0 | $0 |
| DOUG CARTER | ||
| President | 0 | $0 |
| JOSEPH HANSON | ||
| Secretary | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG CARTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 BUSINESS PARK SOUTH 110 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6618595723 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $80,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,438 | CurrentTaxYearAmt |
| Total | $340,299 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,404 | CurrentTaxYearAmt |
| Total | $203,924 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,842 | CurrentTaxYearAmt |
| Total | $544,223 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $544,223 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57 | CurrentTaxYearAmt |
| Total | $255 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57 | CurrentTaxYearAmt |
| Total | $255 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $178,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,899 | CurrentTaxYearAmt |
| Total | $544,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99950 | PublicSupportPY509Pct |
| Investment Income CY | 0.00050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1 | PRAYER BREAKFASTS $88068 |
| Other Expenses.2 | WESTERN STATES $24946 |
| Other Expenses.3 | OTHER MINISTRIES $20429 |
| Other Expenses.4 | OFFICE LABOR $10217 |
| Other Expenses.5 | OFFICE $512 |
| Other Expenses.6 | BANK CHARGES $174 |
| Other Expenses.7 | STATE TAX $60 |
| Other Expenses.8 | LICENSES $60 |
| Other Assets.1002 | Furniture and Fixtures - Beginning $38 Furniture and Fixtures - Ending $38 |