Nonprofit · EIN 16-1207512
SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION
Tax-exempt · ROCHESTER, NY 14608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $387,200 | $397,373 | -$10,173 | $203,838 | $57,279 | $146,559 |
| September 30, 2024 | 990 | $359,883 | $502,821 | -$142,938 | $227,695 | $61,673 | $166,022 |
| September 30, 2023 | 990 | $532,853 | $600,822 | -$67,969 | $340,947 | $55,018 | $285,929 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $347,488
- of which government grants
- $172,172
- Program service revenue
- $3,281
- Investment income
- $13,090
- Net rental income
- $21,850
- Other revenue
- $23,341
Expenses
- Grants and similar amounts paid
- $20,876
- Compensation of officers, directors and key employees
- $50,000
- Other salaries and wages
- $139,933
- Salaries, compensation and benefits (total)
- $212,926
- Professional fundraising fees
- $0
- Legal fees
- $9,008
- Accounting fees
- $29,825
- Occupancy
- $36,822
- Travel
- $921
- Depreciation
- $12,417
- Program services (functional)
- $268,561
- Management and general (functional)
- $128,812
Balance sheet and other
- Total assets, start of year
- $227,695
- Total assets, end of year
- $203,838
- Total liabilities, end of year
- $57,279
- Net assets, end of year
- $146,559
- Land, buildings and equipment
- $164,733
- Net assets without donor restrictions
- $87,780
- Net assets with donor restrictions
- $58,779
- Gross receipts
- $387,200
- Employees
- 7
- Volunteers
- 10
- Year formed
- 1981
- State of legal domicile
- NY
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 |
|---|---|---|---|
| Patricia Jackson | Executive Director Officer | 40 | $50,000 |
| Brendan Francis | Member Trustee or director | 2 | $0 |
| Randolph Geeter | Member Trustee or director | 1.8 | $0 |
| Pastor Gail Berkes | Member Trustee or director | 0.7 | $0 |
| Woodrow Hammond | President Trustee or director, Officer | 17.3 | $0 |
| Carol Kendrick | Interim Vice President Trustee or director, Officer | 4.8 | $0 |
| Paul Flagg | Member Trustee or director | 1.1 | $0 |
| Sister Marsha Allen | Member Trustee or director | 0.3 | $0 |
990 for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patricia Jackson | Executive Director Officer | 40 | $53,654 |
| Brendan Francis Started 2024 | Member Trustee or director, Officer | 1 | $0 |
| Randolph Geeter Started 2023 | Member Trustee or director | 1 | $0 |
| Pastor Gail Berkes Started 2023 | Member Trustee or director, Officer | 1 | $0 |
| Woodrow Hammond | President Trustee or director, Officer | 5 | $0 |
| Carol Kendrick | Interim Vice President Trustee or director | 3.3 | $0 |
| Paul Flagg Started 2023 | Member Trustee or director | 1 | $0 |
| Sister Marsha Allen | Member Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cassandra Small 622-72522 | Executive Director Officer | 40 | $28,612 |
| Tiffany Owens Left 62122 | Executive Director Officer | 35 | $28,346 |
| Patricia Jackson Began 72522 | Executive Director Officer | 40 | $18,173 |
| Rev Fannie Ethridge-Reeves | Secretary Trustee or director, Officer | 1 | $0 |
| Anthony Cowart | Member Trustee or director | 1 | $0 |
| Tymothi Howard | Vice President Trustee or director, Officer | 1.4 | $0 |
| Woodrow Hammond | President Trustee or director, Officer | 5 | $0 |
| Carol Constantine | Member Trustee or director | 3.3 | $0 |
| Sister Marsha Allen | Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10 CADY ST, ROCHESTER, NY 14608-2322
- Principal officer (990 for 2024)
- Patricia Jackson, 10 Cady Street, ROCHESTER, NY 14608
- Signed the 990
- Patricia Jackson, Executive Director
- Phone
- (585) 436-3090
- Website
- www.swanonline.org
- Return prepared by
- Heveron & Company CPAs PLLC
Mission
SWAN is a neighborhood association that is dedicated to improving the quality of life for the residents and families in the SouthWest community.
Program accomplishments
- Senior Nutrition Program: SWAN provides to our community seniors ages 60+ daily lunches, socialization, shopping trips, field trips, cultural events, exercise classes, BINGO, arts/crafts. This program is supported with $45,292 in government grant contributions found on the form 990, Page 9, Part VIII line 1(h).Expenses $57,870 · revenue $3,281
- SWAN is a social care Navigator (SCN) connecting individuals on Medicaid to services within the Finger Lakes Region. It is designed by the NYS Office of Insurance Programs to provide or arrange for the provision of health-related social needs services to Medicaid members in the Finger Lakes Region. Those services/needs include food, insecurity, housing, instability, unemployment, and lack of reliable transportation.This program is supported with $57,747 in contributions from United Way found on the form 990, Page 9, Part VIII line 1(a).Expenses $49,199 · grants $20,876
- Preservation Program. Community organizing, assist low-income homeowners with minorrepairs to their homes. Work with community organizations on many community events.This program is supported with $65,845 in government grant and ESL grant contributions found on the form 990, Page 9, Part VIII line 1(h).Expenses $104,848
- OTHER PROGRAMS: The Settlement House Program provides additional support and services to our seniors, youth and families in the SouthWest Community. These programs are supported with $16,251 in government grant contributions found on 990, Page 9, Part VIII line 1(h).Expenses $56,644 · revenue $21,850
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 16-1207512
- 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
- 1994
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P200)
- Assets (IRS master file)
- $203,838
- Income (IRS master file)
- $387,200
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $387,200 | $397,373 | $203,838 | XML |
| 990 | September 2024 | $359,883 | $502,821 | $227,695 | XML |
| 990 | September 2023 | $532,853 | $600,822 | $340,947 | XML |
| 990 | September 2022 | $979,430 | $832,222 | $478,887 | 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 16-1207512).
Questions about SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION
- What is the EIN of SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION?
- The employer identification number (EIN) of SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION is 16-1207512.
- Is SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION 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 SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION 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 SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION?
- The 990 for the year ended September 30, 2025 names Patricia Jackson.
- Who are the officers and directors of SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $50,000 (Patricia Jackson, Executive Director).
- How much revenue does SOUTHWEST AREA NEIGHBORHOOD ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $387,200, expenses of $397,373 and total assets of $203,838 at year end.
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