Nonprofit · EIN 23-7102696
INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST
Tax-exempt · DALLAS, TX 75204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,543,622 | $1,481,934 | $61,688 | $2,082,341 | $135,705 | $1,946,636 |
| June 30, 2024 | 990 | $1,493,913 | $1,321,835 | $172,078 | $2,560,684 | $675,736 | $1,884,948 |
| June 30, 2023 | 990 | $1,355,286 | $1,339,018 | $16,268 | $2,233,911 | $521,041 | $1,712,870 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,483,181
- Investment income
- $60,441
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $385,389
- Other salaries and wages
- $301,388
- Salaries, compensation and benefits (total)
- $824,811
- Professional fundraising fees
- $0
- Accounting fees
- $17,338
- Occupancy
- $14,660
- Travel
- $27,848
- Depreciation
- $15,146
- Program services (functional)
- $1,048,681
- Management and general (functional)
- $433,253
Balance sheet and other
- Total assets, start of year
- $2,560,684
- Total assets, end of year
- $2,082,341
- Total liabilities, end of year
- $135,705
- Net assets, end of year
- $1,946,636
- Land, buildings and equipment
- $36,195
- Net assets without donor restrictions
- $1,946,636
- Gross receipts
- $1,543,622
- Employees
- 7
- Volunteers
- 180
- Year formed
- 1955
- State of legal domicile
- TX
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT GRIGGS | EXECUTIVE DIRECTOR Officer | 40 | $318,124 | $39,402 |
| ADAM VALENSTEIN | ACCREDITATION DIRECTOR Highest-paid employee | 40 | $107,304 | $19,909 |
| KATIE LETO | FINANCE DIRECTOR Officer | 4 | $18,450 | $0 |
| MARK CARLETON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM FIELD-MARVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAM FRAGOMENI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER GUNNIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CATHY HUBBARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MAURA JOYCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUNNY HUCKABY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AARON FETROW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE MCLEOD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN SHELDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EMMA WHITMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT GRIGGS | EXECUTIVE DIRECTOR Officer | 40 | $303,241 | $39,611 |
| ADAM VALENSTEIN | ACCREDIATION DIRECTOR Highest-paid employee | 40 | $100,663 | $18,683 |
| KATIE LETO | FINANCE DIRECTOR Officer | 4 | $16,350 | $0 |
| MARK CARLETON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KIM FIELD-MARVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAM FRAGOMENI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER GUNNIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHY HUBBARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MAURA JOYCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BLAIR LOWRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MESHEA MATTHEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE MCLEOD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN SHELDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EMMA WHITMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT GRIGGS | EXECUTIVE DIRECTOR Officer | 40 | $303,241 | $38,919 |
| KATIE LETO | FINANCE DIRECTOR Officer | 4 | $16,350 | $0 |
| MARK CARLETON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KIM FIELD-MARVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAM FRAGOMENI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER GUNNIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHY HUBBARD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MAURA JOYCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BLAIR LOWRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MESHEA MATTHEWS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE MCLEOD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN SHELDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EMMA WHITMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2626 COLE AVE STE 300, DALLAS, TX 75204-1094
- Principal officer (990 for 2024)
- SCOTT GRIGGS, 2626 COLE AVENUE SUITE 300, DALLAS, TX 75204
- Signed the 990
- SCOTT GRIGGS, EXECUTIVE DIRECTOR
- Phone
- (432) 684-9550
- Website
- WWW.ISASW.ORG
- Return prepared by
- RSM US LLP
Mission
BY PROMOTING THE HIGHEST STANDARDS OF EDUCATIONAL EXCELLENCE AND A SPIRIT OF CONTINUOUS GROWTH, ISAS CHALLENGES AND INSPIRES OUR MEMBER SCHOOLS AS THEY PREPARE STUDENTS FOR PURPOSEFUL AND CONSTRUCTIVE LIVES.
Program accomplishments
- INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS) PROMOTES THE HIGHEST PROFESSIONAL AND ETHICAL STANDARDS OF EDUCATIONAL EXCELLENCE FOR INDEPENDENT SCHOOLS IN THE REGION AND RECOGNIZES BY FORMAL ONGOING ACCREDITATION THOSE SCHOOLS WHICH DEMONSTRATE ADHERENCE TO ITS STANDARDS. ISAS REGULARLY REPORTS ON THE EVALUATION OF MEMBER SCHOOLS AND ON THE ACCREDITATION PROCESS TO STATE COMMISSIONS WHICH HAVE BEEN DELEGATED RESPONSIBILITY FOR INDEPENDENT SCHOOLS WHICH MEET THE STANDARDS OF THE ASSOCIATION ON A CONTINUING BASIS. MEMBER SCHOOLS PROGRESS THROUGH A TEN-YEAR EVALUATION CYCLE. THIS WAS ACCOMPLISHED FOR ELEVEN MEMBER SCHOOLS DURING THE YEAR WITH ONGOING EVALUATION REQUIRED FROM INTERIM REPORTING BY NINE OTHER SCHOOLS. TWO NEW SCHOOLS QUALIFIED FOR MEMBERSHIP IN THE 2024-2025 SCHOOL YEAR. ISAS REPORTED ON MEMBER SCHOOLS TO STATE EDUCATION DEPARTMENTS AS REQUIRED AND SERVED ON COMMISSIONS REPORTING TO STATE EDUCATION DEPARTMENTS IN OTHER STATES AND A NATIONAL ORGANIZATION OF PEER ASSOCIATIONS, THE INTERNATIONAL COUNCIL ADVANCING INDEPENDENT SCHOOL ACCREDITATION.Expenses $316,079 · revenue $950,975
- INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST (ISAS) IDENTIFIES, PRESENTS, AND PROMOTES PROGRAMS AND OPPORTUNITIES FOR THE PROFESSIONAL DEVELOPMENT OF ISAS TEACHERS, ADMINISTRATORS, AND STAFF OF MEMBER SCHOOLS. THE ISAS STAFF REVIEWS THESE PROGRAMS AND EVALUATES PARTICIPATION AND OUTCOMES, MAKING SUGGESTIONS FOR NEW OFFERINGS AND IMPROVEMENTS TO EXISTING CONFERENCES. ISAS CONDUCTED TWO HEADS OF SCHOOL MEETINGS WITH PROFESSIONAL DEVELOPMENT OFFERINGS, AN ADMINISTRATIVE ASSISTANTS CONFERENCE, AN INSTITUTE FOR BEGINNING TEACHERS, A CONFERENCE FOR SCHOOL BUSINESS OFFICERS, A CONFERENCE FOR BOARD CHAIRS OF MEMBER SCHOOLS, A DIVISION HEAD CONFERENCE, A TECHNOLOGY DIRECTORS' CONFERENCE, AN ADMISSIONS CONFERENCE AND AN ART DIRECTORS CONFERENCE.Expenses $732,602 · revenue $532,206
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7102696
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20B)
- Assets (IRS master file)
- $2,082,341
- Income (IRS master file)
- $1,543,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,543,622 | $1,481,934 | $2,082,341 | XML |
| 990 | June 2024 | $1,493,913 | $1,321,835 | $2,560,684 | XML |
| 990 | June 2023 | $1,355,286 | $1,339,018 | $2,233,911 | XML |
| 990 | June 2022 | $1,293,764 | $1,209,236 | $2,338,016 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 23-7102696).
Questions about INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST
- What is the EIN of INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST?
- The employer identification number (EIN) of INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST is 23-7102696.
- Is INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST 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 INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST?
- The 990 for the year ended June 30, 2025 names SCOTT GRIGGS.
- Who are the officers and directors of INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST?
- The 990 for the year ended June 30, 2025 lists 14 people; 3 received compensation from the organization, the highest $318,124 (SCOTT GRIGGS, EXECUTIVE DIRECTOR).
- How much revenue does INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,543,622, expenses of $1,481,934 and total assets of $2,082,341 at year end.
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