Nonprofit · EIN 06-1615577
SOUTHWESTERN AHEC INC
Tax-exempt · SHELTON, CT 06484
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $616,424 | $651,463 | -$35,039 | $823,112 | $340,672 | $482,440 |
| September 30, 2024 | 990 | $1,390,248 | $1,328,385 | $61,863 | $816,137 | $298,658 | $517,479 |
| September 30, 2023 | 990 | $1,647,791 | $1,525,231 | $122,560 | $601,402 | $145,786 | $455,616 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $523,146
- of which government grants
- $486,855
- Program service revenue
- $89,856
- Investment income
- $3,422
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $106,424
- Other salaries and wages
- $269,469
- Salaries, compensation and benefits (total)
- $431,044
- Professional fundraising fees
- $0
- Accounting fees
- $48,900
- Occupancy
- $46,862
- Travel
- $4,873
- Depreciation
- $4,814
- Program services (functional)
- $580,813
- Management and general (functional)
- $70,650
Balance sheet and other
- Total assets, start of year
- $816,137
- Total assets, end of year
- $823,112
- Total liabilities, end of year
- $340,672
- Net assets, end of year
- $482,440
- Land, buildings and equipment
- $2,072
- Net assets without donor restrictions
- $482,440
- Gross receipts
- $616,424
- Employees
- 18
- Volunteers
- 5
- Year formed
- 2001
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FERNANDO MORALES | EXECUTIVE DI Officer | 40 | $75,401 | $21,423 |
| V MICHAEL SIMKO ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY LEHANY MPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY I LAWSON MPH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUMIT SHARMA MPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN SMITH MSW | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FERNANDO MORALES | EXECUTIVE DI Officer | 40 | $81,716 | $21,325 |
| V MICHAEL SIMKO ESQ | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| YERITZA VEGA MBA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY LEHANY MPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY I LAWSON MPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUMIT SHARMA MPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN SMITH MSW | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FERNANDO MORALES | EXECUTIVE DIRECTOR Trustee or director | 40 | $85,616 |
| MICHAEL SIMKO | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 |
| YERITZA VEGA | BOARD DIRECTOR Trustee or director | 1 | $0 |
| KAREN SMITH | TREASURER Trustee or director, Officer | 1 | $0 |
| MICHELLE RODGERS | BOARD DIRECTOR Trustee or director, Officer | 1 | $0 |
| SUMIT SHARMA | BOARD DIRECTOR Trustee or director | 1 | $0 |
| AMY LEHANY | BOARD DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5 RESEARCH DR STE 2 REAR, SHELTON, CT 06484-6288
- Principal officer (990 for 2024)
- FERNANDO MORALES, 5 RESEARCH DR 2ND FLOOR, SHELTON, CT 06484
- Signed the 990
- FERNANDO MORALES, EXECUTIVE DIRECTOR
- Phone
- (203) 372-5503
- Website
- HTTPS://SWCTAHEC.ORG/
- Return prepared by
- CARNEY ROY AND GERROL PC
Mission
THE MISSION OF THE ORGANIZATION IS TO OPEN DOORS TO BETTER HEALTH IN UNDERSERVED COMMUNTIES THROUGH EDUCATION, OUTREACH AND CAREERS.
Program accomplishments
- PUBLIC HEALTH: A VARIETY OF PUBLIC HEALTH PROGRAMS ARE DESIGNED TO PROVIDE COMMUNITY EDUCATION AND OUTREACH SERVICES TO FAMILIES IN THE FAIRFIELD COUNTY AREA. THE IMMUNIZATION ACTION PLAN PROGRAM WORKS WITH FAMILIES TO ENSURE THEIR CHILDREN WHO NEED TO BE IMMUNIZED ARE REFERRED TO PEDIATRICIANS. THEY ALSO ASSIST PEDIATRICIAN OFFICES AND OTHER CARE PROVIDERS TO COMPLY WITH STATE REGULATIONS AND MAINTAIN THE CONNECTICUT IMMUNIZATION INFORMATION SYSTEM (CT-WIZ) WITH UP-TO- DATE DATA.Expenses $174,541
- WORK FORCE DEVELOPMENT: A VARIETY OF EDUCATIONAL PROGRAMS ARE DESIGNED AND IMPLEMENTED TO MEET THE NEEDS FOR PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION OF HEALTH AND HUMAN SERVICE PROVIDERS. COMMUNITY HEALTH WORKERS (CHWS) AS AN EMERGING WORKFORCE ARE TRAINED ON CORE COMPETENCIES IN OR ORDER TO BETTER SERVE UNDERSERVED COMMUNITIES. COMMUNITY-BASED EXPERIENTIAL TRAINING (CBET) SUPPORT TEAMS OF HEALTH PROFESSION STUDENTS AND CONNECT THEM WITH SPECIFIC POPULATION TO BETTER UNDERSTAND SOCIAL DETERMINANTS OF HEALTH (SDOH) AND HOW THIS AFFECTS THE HEALTH AND WELL-BEING OF UNDERSERVED COMMUNITIES. HEALTH CAREER AWARENESS IS DELIVERED TO STUDENTS IN FROM JUNIOR HIGH TO HIGH SCHOOLS TO ENCOURAGE AND DEVELOP AN INTEREST IN SEEKING A HEALTH CAREER AS AN OPPORTUNITY TO BRING BACK TO THEIR COMMUNITY.Expenses $406,272 · revenue $89,856
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 06-1615577
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $823,112
- Income (IRS master file)
- $616,424
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $616,424 | $651,463 | $823,112 | XML |
| 990 | September 2024 | $1,390,248 | $1,328,385 | $816,137 | XML |
| 990 | September 2023 | $1,647,791 | $1,525,231 | $601,402 | XML |
| 990 | September 2022 | $1,289,063 | $1,251,641 | $442,599 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1615577).
Questions about SOUTHWESTERN AHEC INC
- What is the EIN of SOUTHWESTERN AHEC INC?
- The employer identification number (EIN) of SOUTHWESTERN AHEC INC is 06-1615577.
- Is SOUTHWESTERN AHEC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SOUTHWESTERN AHEC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN AHEC INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWESTERN AHEC INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWESTERN AHEC INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SOUTHWESTERN AHEC INC?
- The 990 for the year ended September 30, 2025 names FERNANDO MORALES.
- Who are the officers and directors of SOUTHWESTERN AHEC INC?
- The 990 for the year ended September 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $75,401 (FERNANDO MORALES, EXECUTIVE DI).
- How much revenue does SOUTHWESTERN AHEC INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $616,424, expenses of $651,463 and total assets of $823,112 at year end.
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