Nonprofit · EIN 26-1503592
SOUTHWESTERN FOUNDATION
Tax-exempt · EVANSVILLE, IN 47713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $71,008 | $29,489 | $41,519 | $324,532 | $1,642 | $322,890 |
| June 30, 2024 | 990-EZ | $108,089 | $17,528 | $90,561 | $287,760 | $6,389 | $281,371 |
| June 30, 2023 | 990-EZ | $83,616 | $18,916 | $64,700 | $192,592 | $1,782 | $190,810 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $61,164
- Investment income
- $8,702
- Net income from fundraising events
- $1,142
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $22,700
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $1,261
- Other expenses
- $5,528
Balance sheet and other
- Total assets, start of year
- $287,760
- Total assets, end of year
- $324,532
- Total liabilities, end of year
- $1,642
- Net assets, end of year
- $322,890
- Cash, savings and investments
- $322,413
- Gross receipts
- $124,569
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Berry | Chairperson | 0.5 | $0 |
| Alex Berry | Vice Chairperson | 0.5 | $0 |
| Shelah Powers | Treasurer/Secretary | 0.5 | $0 |
| Erika Taylor | Board Member | 0.5 | $0 |
| Kathy Schoettlin | Board Member | 0.5 | $0 |
| Nina Schultheis | Board Member | 0.5 | $0 |
| Ellora Daily | Board Member | 0.5 | $0 |
| Amy Johnson | Board Member | 0.5 | $0 |
| Kathy Berry | Board Member | 0.5 | $0 |
| Judy Griffin | Board Member | 0.5 | $0 |
| Shellie Kyle | Board Member | 0.5 | $0 |
| Mark Powers | Board Member | 0.5 | $0 |
| Heather E Hertel | Ex-Officio Board Member | 0.5 | $0 |
| Ann B Calvert | Chief Financial Officer | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Berry | Chairperson | 0.5 | $0 |
| Alex Berry | Vice Chairperson | 0.5 | $0 |
| Shelah Powers | Treasurer/Secretary term began 9/14/23 | 0.5 | $0 |
| Kathy Schoettlin | Treasurer through 9/14/23 | 0.5 | $0 |
| Kathy Berry | Secretary through 9/14/23 | 0.5 | $0 |
| Morgan Cloum | Board Member | 0.5 | $0 |
| Judy Griffin | Board Member | 0.5 | $0 |
| Shellie Kyle | Board Member | 0.5 | $0 |
| Mark Powers | Board Member | 0.5 | $0 |
| Erika Taylor | Board Member | 0.5 | $0 |
| Nina Schultheis | Board Member | 0.5 | $0 |
| Heather E Hertel | Ex-Officio Board Member | 0.5 | $0 |
| Ann B Calvert | Chief Financial Officer | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Berry | Chairperson | 0.5 | $0 |
| Alex Berry | Vice Chairperson | 0.5 | $0 |
| Kathy Berry | Secretary | 0.5 | $0 |
| Kathy Schoettlin | Treasurer | 0.5 | $0 |
| Susan McDowell Riley | Board Member (7/1/22-9/8/22) | 0.5 | $0 |
| Shellie Kyle | Board Member | 0.5 | $0 |
| Erika Taylor | Board Member | 0.5 | $0 |
| Nina Schultheis | Board Member | 0.5 | $0 |
| Morgan Cloum | Board Member (1/26/23-6/30/23) | 0.5 | $0 |
| Judy Griffin | Board Member (11/8/22-6/30/23) | 0.5 | $0 |
| Shelah Powers | Board Member | 0.5 | $0 |
| Heather E Hertel | Ex-Officio Board Member | 0.5 | $0 |
| Ann B Calvert | Chief Financial Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 415 MULBERRY ST, EVANSVILLE, IN 47713-1230
- In care of
- % JOHN K BROWNING
- Signed the 990-EZ
- Heather E Hertel, Chief Executive Officer
- Phone
- (812) 436-4231
Mission
SUPPORT THE MISSIONS OF SOUTHWESTERN BEHAVIORAL HEALTHCARE, INC. AND HILLCREST WASHINGTON YOUTH HOME, INC. (SUPPORTED ORGANIZATIONS) THROUGH FUNDRAISING, GRANT WRITING AND AWARENESS ACTIVITIES.
Program accomplishments
- Community Needs - The organization grants assistance directly to individuals receiving services from the supported organizations for personal needs that are impactful to their lives.grants $9,463
- The organization grants assistance to the supported organizations for purchases that will directly enhance the service experience and remove barriers for individuals receiving services from the supported organizations.grants $13,237
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 26-1503592
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $324,532
- Income (IRS master file)
- $124,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $71,008 | $29,489 | $324,532 | IRS |
| 990-EZ | June 2024 | $108,089 | $17,528 | $287,760 | IRS |
| 990-EZ | June 2023 | $83,616 | $18,916 | $192,592 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 26-1503592).
Questions about SOUTHWESTERN FOUNDATION
- What is the EIN of SOUTHWESTERN FOUNDATION?
- The employer identification number (EIN) of SOUTHWESTERN FOUNDATION is 26-1503592.
- Is SOUTHWESTERN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SOUTHWESTERN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SOUTHWESTERN FOUNDATION 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 FOUNDATION 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 SOUTHWESTERN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of SOUTHWESTERN FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SOUTHWESTERN FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $71,008, expenses of $29,489 and total assets of $324,532 at year end.
Other nonprofits in EVANSVILLE
- DEACONESS HOSPITAL INC EIN 35-0593390 · last filed 990 for 2025
- DEACONESS HEALTH SYSTEM INC EIN 35-1532889 · last filed 990 for 2025
- DEACONESS CLINIC INC EIN 26-3083364 · last filed 990 for 2025
- DEACONESS SPECIALTY PHYSICIANS INC EIN 82-4503095 · last filed 990 for 2025
- DEACONESS ILLINOIS SPECIALTY CLINIC INC EIN 92-0904755 · last filed 990 for 2025
- EASTER SEALS REHABILITATION CENTER INC EIN 35-1087526 · last filed 990 for 2025
- DEACONESS HEALTH KENTUCKY INC EIN 83-0966826 · last filed 990 for 2025
- DEACONESS ILLINOIS CLINIC INC EIN 92-0574205 · last filed 990 for 2025