SOUTHWEST FOUNDATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FOUNDATION (EIN 77-0336240)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-24
- IRS object ID
- 201242989349200219
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-24T10:22:33-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANNEN & POWELL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Kern St Ste B | AddressLine1 |
| City | Shafter | City |
| State | CA | State |
| ZIP Code | 932632131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770336240 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 6618595723 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 BUSINESS PARK SOUTH | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93309 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUG CARTER | Name |
| Title | President | Title |
| Date Signed | 2012-10-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIM POWELL EA CFP | Name |
| Phone | 6617463305 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 178002 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 177952 | ProgramServiceRevenue |
| Investment Income | 50 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 178002 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 500 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 175 | PrintingPublicationsPostage |
| Other Expenses Total | 129659 | OtherExpensesTotal |
| Total Expenses | 130334 | TotalExpenses |
| Excess Or Deficit For Year | 47668 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 28801 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 76469 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28763 | BOY |
| EOY | 76431 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38 | BOY |
| EOY | 38 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28801 | BOY |
| EOY | 76469 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28801 | BOY |
| EOY | 76469 | EOY |
| 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations |
|---|---|
| SCOTT WESTER - MINISTRY INVOLVES THE CONSTRUCTION OF HOUSING FOR FAMILIES IN THE COUNTRY OF MEXICO. | 27050 |
| 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. | 29762 |
| AN ANNUAL PRAYER BREAKFASTS AND RETREATS ARE CONDUCTED TO PROMOTE A BETTER WAY OF LIVING THROUGH JESUS CHRIST AMONG THE ATTENDEES. | 69195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 126007 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JOSEPH HANSON | ||||||
| 5555 BUSINESS PARK SOUTH 110 | BAKERSFIELD | CA | 93309 | Secretary | 0 | 0 |
| DOUG CARTER | ||||||
| 5555 BUSINESS PARK SOUTH 110 | BAKERSFIELD | CA | 93309 | President | 0 | 0 |
| RICK DAVIES | ||||||
| 5555 BUSINESS PARK SOUTH 110 | BAKERSFIELD | CA | 93309 | Vice President | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DOUG CARTER | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 BUSINESS PARK SOUTH 110 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6618595723 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4274 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 16470 | CurrentTaxYearMinus1Year |
| Total | 20744 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 151011 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117942 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156536 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78400 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177952 | CurrentTaxYear |
| Total | 681841 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117942 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156536 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 94870 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177952 | CurrentTaxYear |
| Total | 702585 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 702585 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1142 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50 | CurrentTaxYear |
| Total | 1989 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1142 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50 | CurrentTaxYear |
| Total | 1989 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156427 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 118566 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 94940 | CurrentTaxYearMinus1Year |
| Current Tax Year | 178002 | CurrentTaxYear |
| Total | 704574 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99720 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00280 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 24.1002 | Other Assets.1002 | Furniture and Fixtures - Beginning $38 Furniture and Fixtures - Ending $38 |
| Form 990-EZ, Part I, Line 16.7 | Other Expenses.7 | LICENSES $5 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | STATE TAX $35 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | BANK CHARGES $823 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | OTHER MINISTRIES $23550 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | WESTERN STATES $29762 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | PRAYER BREAKFASTS $69190 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $2274 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $4020 |