2026-06-22T09:22:31-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 80 E RIO SALADO PARKWAY SUITE 200 TEMPE AZ 85281 990 2025-01-01 850254477 UNITED STATES TENNIS ASSOCIATION SOUTHWEST SECTION INC USTA 4802892351 7010 E ACOMA DRIVE 201 SCOTTSDALE AZ 85254 ERIC MITCHELL CEO 4802892351 2026-06-17 1 JACQUELINE ECKMAN CPA P01300648 6022662248 2026-06-17 2025 2025-03-06 01:10:19Z ERIC MITCHELL 7010 E ACOMA DRIVE 201 SCOTTSDALE AZ 85254 3610905 0 X WWW.SOUTHWEST.USTA.COM X 1959 AZ GROWING TENNIS TO INSPIRE HEALTHIER PEOPLE AND COMMUNITIES EVERYWHERE. 11 11 21 122 0 0 1735932 1621810 1158279 1210996 147628 149772 33334 20841 3075173 3003419 225341 58378 0 0 1602102 1717604 0 0 70322 1163215 1340948 2990658 3116930 84515 -113511 3226921 3154013 790152 747518 2436769 2406495 X OUR MISSION IS TO PROMOTE AND DEVELOP THE GROWTH OF TENNIS IN THE SOUTHWEST 0 0 928637 1007601 ADULT AND SENIOR COMPETITION: LEAGUE PARTICIPATION DURING THE 2025 YEAR FOR UNIQUE PARTICIPANTS WAS 5824 INDIVIDUAL PLAYERS THROUGHOUT THE STATE OF ARIZONA, NEW MEXICO AND EL PASO TX. WE HAD A TOTAL OF 14,256 LEAGUE REGISTRATIONS FOR THE 2025 YEAR IN THOSE SAME AREAS. WE ALSO HELD 8 SECTION LEAGUE CHAMPIONSHIPS IN 2025, THE SOUTHWEST TRI-LEVEL INVITATIONAL IN JANUARY, 2025 IN PHOENIX AZ; SOUTHWEST 55 & OVER MIXED INVITATIONAL IN JANUARY 2025, THE SOUTHWEST 40 & OVER ADULT SECTIONAL IN ALBUQUERQUE, NM IN JUNE 2025 AND THE SOUTHWEST 18 & OVER ADULT SECTIONAL IN ALBUQUERQUE, NM IN AUGUST 2025 AND THE SOUTHWEST ADULT 55 & OVER SECTIONAL IN EL PASO, TX IN SEPTEMBER 2025 AND THE SOUTHWEST MIXED DOUBLES 40 & OVER AND 18 & OVER IN SURPRISE, AZ IN SEPTEMBER OF 2025 AND FINALLY THE SOUTHWEST ADULT 65 & OVER INVITATIONAL IN SURPRISE, AZ IN DECEMBER 2025. ALL AREAS RAN REGULAR USTA LEAGUE SEASONS SIMILAR TO 2024 THROUGHOUT THE CHAMPIONSHIP YEAR.ADULT TOURNAMENTS: 2025 SAW A SIGNIFICANT INCREASE IN ADULT TOURNAMENT PARTICIPATION COMPARED TO 2024. WE HAD AN INCREASE OF 25% IN OVERALL NUMBER OF TOURNAMENT REGISTRATIONS (9.2K VS 7.3K) AND A 45% INCREASE IN UNIQUE PLAYER REGISTRATIONS (5.5K VS 3.8K) OVER 2024. I LOOK FORWARD TO 2026 SHOWING A SLIGHT INCREASE TO OUR SUCCESSFUL 2025 PARTICIPATION. 878282 58378 41691 THE USTA SOUTHWEST COMMUNITY TENNIS DEPARTMENT WORKS TO EXPAND ACCESS TO TENNIS AND CREATE WELCOMING PATHWAYS FOR PLAYERS, COACHES, AND COMMUNITIES ACROSS THE SOUTHWEST SECTION. THROUGH PROGRAMS SUCH AS SCHOOL TENNIS, CAMPUS KIDS DAYS, NATIONAL JUNIOR TENNIS AND LEARNING (NJTL) CHAPTERS, JUNIOR TEAM TENNIS, TENNIS ON CAMPUS, ADULT SOCIAL PLAY, PROFESSIONAL CIRCUIT COMMUNITY OUTREACH, AND WHEELCHAIR AND ADAPTIVE TENNIS, THE DEPARTMENT SUPPORTS TENNIS PARTICIPATION AT EVERY STAGE OF A PLAYER'S JOURNEY.IN 2025, WE AIMED TO STRENGTHEN COMMUNITY-BASED PROGRAMMING, WITH A LONG-TERM GOAL OF BUILDING SUSTAINABLE, INCLUSIVE TENNIS OPPORTUNITIES THAT ENCOURAGE LIFELONG INVOLVEMENT IN THE SPORT. SUPPORT WAS PROVIDED THROUGH EDUCATION, EQUIPMENT, ADMINISTRATIVE ASSISTANCE, AND DIRECT FUNDING TO LOCAL ORGANIZATIONS.DURING THE YEAR, THE TENNIS ON CAMPUS PROGRAM SERVED EIGHT UNIVERSITIES AND ENGAGED AN ESTIMATED 550+ COLLEGE STUDENTS IN RECREATIONAL LEAGUE PLAY. MORE THAN $40,000 IN COMMUNITY PROGRAM GRANTS WERE DISTRIBUTED TO OVER 100 ORGANIZATIONS, EXPANDING LOCAL ACCESS TO TENNIS ACROSS DIVERSE POPULATIONS (FIGURES ESTIMATED). IN ADDITION, MULTIPLE COACHING WORKSHOPS AND PROVIDER APPRECIATION EVENTS SERVED AN ESTIMATED 100+ COACHES AND TENNIS PROVIDERS, STRENGTHENING THE QUALITY AND REACH OF COMMUNITY TENNIS PROGRAMMING THROUGHOUT THE SOUTHWEST SECTION. 343138 110584 JUNIOR COMPETITION AND PLAYER DEVELOPMENT: IN 2025, THERE WERE OVER 200 SANCTIONED JUNIOR EVENTS. THESE OFFERINGS ARE FOR ADVANCED, INTERMEDIATE, AND BEGINNER PLAYERS 5-18 YEARS OF AGE. WE PROVIDE PLAYING OPPORTUNITIES ALONG THE JUNIOR PATHWAY THAT MEET THE NEEDS AND ABILITIES OF ALL PLAYERS. WE CONTINUE TO PROVIDE MORE LOCAL PLAY OPPORTUNITIES ACROSS THE SECTION TO HAVE ENOUGH LOCAL COMPETITION OPPORTUNITIES TO NOT ENCOURAGE TRAVEL UNTIL PLAYERS ARE AT THE LEVEL TO DO SO. WE ALSO OFFERED EARLY DEVELOPMENT CAMPS FOR PLAYERS BETWEEN 7-10 YO THAT ARE WANTING TO DEVELOP THEIR SKILLS AND PROVIDE PARENT EDUCATION TO UNDERSTAND THE JUNIOR PATHWAY. OUR 2026 GOAL IS TO CONTINUE TO PROVIDE PLAY OPPORTUNITIES FOR ALL LEVELS AND EDUCATION FOR PARENTS, PLAYERS, AND PROVIDERS TO CONTINUE TO GROW AND DEVELOP. 3517 71961 3517 71961 2153574 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 82 0 1 21 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ERIC MITCHELL 4802892351 7010 E ACOMA DR STE 201 SCOTTSDALE AZ 85254 JANA PERPICH PRESIDENT 15.00 0.00 X X 0 0 0 ERIC LEGG VICE PRESIDENT 5.00 0.00 X X 0 0 0 CEEANN VAUGHAN TREASURER 5.00 0.00 X X 0 0 0 DEBBIE PIPPINS SECRETARY 5.00 0.00 X X 0 0 0 PAUL BURNS USTA DELEGATE 5.00 0.00 X X 0 0 0 AMY BADGER DIRECTOR AT LARGE 1.00 0.00 X 0 0 0 ARTURO FIERRO DIRECTOR AT LARGE 1.00 0.00 X 0 0 0 CHARLOTTE JOHNSON DIRECTOR AT LARGE 1.00 0.00 X 0 0 0 ENRIQUE ZARATE DIRECTOR AT LARGE 1.00 0.00 X 0 0 0 ALLISON BATES DIRECTOR AT LARGE 1.00 0.00 X 0 0 0 LAURA JACKSON DIRECTOR AT LARGE 1.00 0.00 X 0 0 0 ERIC MITCHELL CEO 39.00 1.00 X 142031 0 27098 142031 0 27098 1 0 1 0 0 178525 1443285 1621810 TENNIS LEAGUES 713990 978658 978658 SECTIONAL EVENTS 713990 125341 125341 COMMUNITY TENNIS EVENTS 713990 103037 103037 CONFERENCES 713990 3960 3960 1210996 141680 141680 615578 607486 8092 8092 8092 MISCELLANEOUS 713990 20841 20841 20841 3003419 1231837 0 149772 39859 39859 18519 18519 169129 16913 152216 1263785 978150 285635 25345 20473 4872 151769 120969 30800 107576 75937 31639 1337 1337 32149 32149 11280 11280 6960 4913 2047 49465 49465 34756 22851 11905 1204 850 354 71522 25358 46164 234199 34780 199419 839902 764266 5314 70322 171 171 38275 27018 11257 3844 2713 1131 DUES AND SUBSCRIPTIONS 14871 14871 EMPLOYEE RELATIONS 790 790 GENERAL EXPENSES 223 5 218 3116930 2153574 893034 70322 184071 255752 23490 23490 11699 4560 25197 0 1084895 600609 466322 484286 2511276 2383005 4866 2920 3226921 3154013 14125 22372 372155 349168 289646 263729 109167 109167 5059 3082 790152 747518 X 2436769 2356495 0 50000 2436769 2406495 3226921 3154013 -113511 83237 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 976967 561756 415211 32676 16084 16592 20959 20959 0 54293 1810 52483 484286 FINANCING LEASE LIABILITY 3082 3082 X 3075376 83237 83237 2992139 11280 11280 3003419 3105650 0 3105650 11280 11280 3116930 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUES AND GENERALLY IS NOT SUBJECT TO INCOME TAX. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZED NO LIABILITY FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025. 1 TENNIS CLUB OF ALBUQUERQUE 2901 INDIAN SCHOOL ROAD NE ALBUQUERQUE NM 87106 850126723 0 5000 N/A N/A MATCHING FUNDS FOR LIGHTING GRANT FROM USTA TENNIS VENUE SERVICES EQUIPMENT ASSISTANCE 25 11058 N/A N/A SCHOLARSHIP AND TRAVEL GRANTS 19 7461 N/A N/A PART I, LINE 2: RECIEPIENTS OF GRANTS FILL OUT ON ONLINE ACCOUNTABLITY FORM. RECEIPTS ARE REQUESTED WHEN DEEMED NECESSARY. X 0 0 0 0 0 0 0 0 0 ERIC MITCHELL CEO 142031 0 0 0 0 0 4261 0 22837 0 169129 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE USTA SOUTHWEST SECTION REVIEWED AND DETERMINED THE CEO'S COMPENSATION BASED ON A COMPENSATION SURVEY. THE COMPENSATION DECISION IS DOCUMENTED IN THE CEO'S PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. THE CEO OF THE USTA SOUTHWEST SECTION REVIEWED AND DETERMINED THE COMPENSATION OF KEY EMPLOYEES OF THE ORGANIZATION. THERE WAS A SURVEY STUDY DONE BY THE SECTIONS IN 2025. IT WAS SHARED WITH THE PRESIDENT BUT WAS INITIATED BY THE SECTION EXECUTIVE DIRECTORS. THE COMPENSATION DECISION IS DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS MADE UP OF MEMBERS OF THE USTA SOUTHWEST SECTION BOARD OF DIRECTORS. AUTHORITY IS TO SERVE AS A MANAGEMENT AND PERSONNEL COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 WE HAVE INDIVIDUAL MEMBERS AND ORGANIZATION MEMBERS. BYLAW AND BOARD SLATES ARE RATIFIED BY THE BOARD OF DIRECTORS. INDIVIDUAL MEMBERS AND ORGANIZATIONAL MEMBERS HAVE RIGHT TO SUBMIT AN ALTERNATE SLATE. ANY OTHER MATTER REQUIRED BY LAW OR DETERMINED BY THE BOARD TO BE PRESENTED TO THE VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS OF THE SWS SHALL BE ORGANIZATION MEMBERS DESIGNATED AS CLUBS, COMMUNITY TENNIS ASSOCIATIONS, PARKS & RECREATION, AND OTHER, AND SHALL EACH HAVE ONE VOTE. NON-VOTING MEMBERS SHALL BE INDIVIDUAL MEMBERS, SCHOOLS AND HONORARY MEMBERS WHO SHALL HAVE NO VOTE. VOTING RIGHTS SHALL BE DETERMINED BY THE USTA MEMBERSHIP REPORT DATED DECEMBER 31 OF THE IMMEDIATELY PRECEDING YEAR. THE VOTING MEMBERS SHALL VOTE ON ALL MATTERS AS PROVIDED IN THESE BYLAWS UNDER ART.VI, SEC 7 (RIGHT TO APPEAL A DECISION OF THE BOARD), ARTICLE VIII, SEC.1(G)) (RIGHT TO SUBMIT AN ALTERNATE SLATE), AND ART.XII, SEC. 2, (1) (EXCLUSIVE AUTHORITY TO AMEND BYLAW ART. VIII,SEC.1(A)(7)); AND ON ANY OTHER MATTER REQUIRED BY LAW OR DETERMINED BY THE BOARD TO BE PRESENTED TO THE VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE VOTING MEMBERS SHALL VOTE ON ALL MATTERS AS PROVIDED IN THESE BYLAWS UNDER ART.VI, SEC 7 (RIGHT TO APPEAL A DECISION OF THE BOARD), ARTICLE VIII, SEC.1(G)) (RIGHT TO SUBMIT AN ALTERNATE SLATE), AND ART.XII, SEC. 2, (1) (EXCLUSIVE AUTHORITY TO AMEND BYLAW ART. VIII,SEC.1(A)(7)); AND ON ANY OTHER MATTER REQUIRED BY LAW OR DETERMINED BY THE BOARD TO BE PRESENTED TO THE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE COMMITTEE WILL REVIEW THE 990 BEFORE IT IS FILED. A COPY OF THE FULL 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS/BOARD/EMPLOYEES ARE COVERED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL DISCLOSURE FORMS AND RECORD KEEPING OF ANY CONFLICTS IS KEPT BY THE OFFICE MANAGER AND REASONABLE CAUSE IS REPORTED BY THE BOARD, AUDIT COMMITTEE, OR EXECUTIVE DIRECTOR. ANY REPORTED CONFLICTS ARE REVIEWED. FOR MANAGEABLE CONFLICTS, THE INDIVIDUAL SHALL REMOVE HIMSELF/HERSELF FROM COMMITTEE MEETINGS OR ACTIONS WHERE HE/SHE COULD BE ENRICHED BY THE DECISION OF THE COMMITTEE AND/OR THE USTA SOUTHWEST SECTION. DISCIPLINARY ACTION MAY BE TAKEN AS DEEMED NECESSARY. IN INSTANCES WHERE A VOTE IS NOT CALLED FOR, A VOLUNTEER SHALL DISCLOSE A CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST TO THE BOARD OR AUDIT COMMITTEE AS SOON AS SUCH CONFLICT OF INTEREST IS KNOWN AND THE VOLUNTEER SHALL THEREAFTER REFRAIN FROM ANY ACTION THAT MAY AFFECT THE USTA SWS'S PARTICIPATION IN THE CONTRACT OR MATTER. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A VOLUNTEER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE VOLUNTEER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE VOLUNTEER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE VOLUNTEER'S RESPONSE AND MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE VOLUNTEER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE DISCIPLINARY ACTION MAY TAKE THE FORM OR ADMONISHMENT, WRITTEN REPRIMAND, REASSIGNMENT, SUSPENSION, REMOVAL, OR SUCH OTHER ACTION AS DEEMED APPROPRIATE. THE TYPE OF DISCIPLINARY ACTION TO BE TAKEN MUST BE DETERMINED IN RELATION TO THE SPECIFIC VIOLATION. THOSE RESPONSIBLE FOR RECOMMENDING AND TAKING DISCIPLINARY ACTION MUST APPLY JUDGMENT TO EACH CASE, CONSIDERING THE GENERAL OBJECTIVES FOR MEETING ANY REQUIREMENT WITHIN THIS POLICY, DETERRENCE OF SIMILAR OFFENSES BY OTHER VOLUNTEERS, AND MAINTENANCE OF A HIGH STANDARD OF CONDUCT AND PUBLIC CONFIDENCE. NO DISCIPLINARY ACTION WILL BE TAKEN AGAINST A VOLUNTEER WHO HAS RECEIVED WRITTEN APPROVAL FROM THE EXECUTIVE DIRECTOR OR CHAIR OF THE AUDIT COMMITTEE FOR THE ACTIVITY ALLEGED TO BE IN VIOLATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE USTA SOUTHWEST SECTION REVIEWED AND DETERMINED THE CEO'S COMPENSATION BASED ON A COMPENSATION SURVEY. THE COMPENSATION DECISION IS DOCUMENTED IN THE CEO'S PERSONNEL FILE. THE CEO OF THE USTA SOUTHWEST SECTION REVIEWED AND DETERMINED THE COMPENSATION OF KEY EMPLOYEES OF THE ORGANIZATION. THERE WAS A SURVEY STUDY DONE BY THE SECTIONS IN 2025. IT WAS SHARED WITH THE PRESIDENT BUT WAS INITIATED BY THE SECTION EXECUTIVE DIRECTORS. THE COMPENSATION DECISION IS DOCUMENTED IN THE EMPLOYEE'S PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 18 PHYSICAL COPY PROVIDED FOR PUBLIC INSPECTION ON SITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. SOUTHWEST TENNIS FOUNDATION 7010 E ACOMA DR 201 SCOTTSDALE AZ 85254 860799204 SCHOLARSHIPS AND GRANTS AZ 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0