Nonprofit · EIN 51-0163529
PHILANTHROPY SOUTHWEST
Tax-exempt · DALLAS, TX 75247
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,325,710 | $2,186,477 | $139,233 | $2,671,388 | $509,830 | $2,161,558 |
| December 31, 2023 | 990 | $2,678,418 | $2,325,090 | $353,328 | $2,398,110 | $495,862 | $1,902,248 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,554,047
- Membership dues
- $696,869
- Program service revenue
- $724,407
- Investment income
- $47,256
- Net gain from sales of assets
- -$17,796
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $12,150
- Compensation of officers, directors and key employees
- $260,960
- Other salaries and wages
- $506,963
- Salaries, compensation and benefits (total)
- $901,397
- Professional fundraising fees
- $0
- Legal fees
- $1,200
- Accounting fees
- $54,999
- Occupancy
- $44,249
- Travel
- $101,469
- Depreciation
- $10,057
- Program services (functional)
- $1,572,006
- Management and general (functional)
- $264,401
- Fundraising (functional)
- $350,070
Balance sheet and other
- Total assets, start of year
- $2,398,110
- Total assets, end of year
- $2,671,388
- Total liabilities, end of year
- $509,830
- Net assets, end of year
- $2,161,558
- Land, buildings and equipment
- $21,260
- Publicly traded securities
- $1,989,080
- Net assets without donor restrictions
- $1,948,708
- Net assets with donor restrictions
- $212,850
- Gross receipts
- $2,498,723
- Employees
- 6
- Volunteers
- 60
- Year formed
- 1975
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANTHONY FUNDARO | PRESIDENT/CEO Officer | 40 | $203,426 | $57,534 |
| MALLORY DRIGGERS | EXECUTIVE VICE PRESIDENT Highest-paid employee | 40 | $140,087 | $12,161 |
| FELICIA CHASE GOODMAN | CHAIR/BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| KATIE ROBBINS | TREASURER/BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL MARTINEZ | SECRETARY/BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| TERESA ROSE | INCOMING CHAIR/BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| KATIE ALFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KELLEY BARNES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT BURNS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AUSTIN DICKSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STACEY EASTERLING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER GOETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HEATHER HOCKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRIAN JOSEPH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RONALD LEWIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACEY STEWART | BOARD MEMBER Trustee or director | 1 | $0 |
| SHELLEY SWEATT | BOARD MEMBER Trustee or director | 1 | $0 |
| ABEL WURMNEST | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANTHONY FUNDARO | PRESIDENT/CEO Officer | 40 | $206,033 | $56,838 |
| AL JAMES | VICE PRESIDENT Highest-paid employee | 40 | $107,408 | $23,232 |
| MALLORY DRIGGERS | EXECUTIVE VICE PRESIDENT Highest-paid employee | 40 | $104,842 | $16,873 |
| MATTHEW RANDAZZO | CHAIR/BOARD MEMBER - THRU 8/2023 Trustee or director, Officer | 2 | $0 | $0 |
| FELICIA CHASE GOODMAN | CHAIR/BOARD MEMBER - AS OF 9/2023 Trustee or director, Officer | 2 | $0 | $0 |
| JO CARCEDO | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BONNIE GONZALEZ | SECRETARY/BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| KATIE ROBBINS | TREASURER/BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| KATIE ALFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KELLEY BARNES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STACEY EASTERLING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHLEEN M GIBSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RONALD LEWIS | BOARD MEMBER - AS OF 7/2023 Trustee or director | 1 | $0 | $0 |
| MICHAEL MARTINEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TERESA ROSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACEY STEWART | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHELLEY SWEATT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ABEL WURMNEST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 PEGASUS PARK DRIVE SUITE 706, DALLAS, TX 75247-6203
- Principal officer (990 for 2024)
- ANTHONY J FUNDARO, 3000 PEGASUS PARK DRIVE 706, DALLAS, TX 752476204
- Signed the 990
- ANTHONY J FUNDARO, PRESIDENT & CEO
- Phone
- (214) 740-1787
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
FOSTER MEANINGFUL PHILANTHROPY AND TRUSTED RELATIONSHIPS THAT IMPACT THE SOUTHWEST REGION'S PEOPLE, COMMUNITIES, AND MOST PRESSING ISSUES.PHILANTHROPY SOUTHWEST (PSW) MEMBERSHIP IS ABOUT VALUABLE CONNECTIONS AND LEADING-EDGE LEARNING THAT RESULT IN STRONGER PHILANTHROPY, BOTH WITHIN YOUR FOUNDATION AND ACROSS OUR REGION. THE CHALLENGES THAT PEOPLE AND COMMUNITIES IN OUR REGION FACE ARE MANY AND UNIQUE, AND AT PSW WE BELIEVE THAT PHILANTHROPY, WHEN DONE WELL, CAN BE A HUGE PART OF THE SOLUTION. THAT'S WHY WE BRING TOGETHER MANY OF THE MOST TALENTED, PASSIONATE, AND DIVERSE PHILANTHROPIC LEADERS IN THE REGION, TO LEARN FROM EACH OTHER AND HELP EACH OTHER GROW. OUR MEMBERS TELL US THAT WHAT THEY VALUE MOST ABOUT PSW IS RELATIONSHIPS, PROFESSIONAL LEARNING, FOCUS ON THE SOUTHWEST, ADVOCACY, INNOVATION, AND DIVERSITY.
Program accomplishments
- IN-PERSON ANNUAL CONFERENCE: 562 INDIVIDUALS ATTENDED THE 76TH ANNUAL CONFERENCE IN SANTA FE, NM, INCLUDING MEMBERS, NON-MEMBERS, SPOUSE/GUEST REGISTRANTS, AND SPEAKERS. THE CONFERENCE INCLUDED FOUR PLENARY SESSIONS AND 40 BREAKOUT SESSIONS, NETWORKING EVENTS, SITE VISITS, PRE-CONFERENCE SESSIONS, THE CELEBRATION OF PHILANTHROPY DINNER, AND CEO/ED BREAKFAST. NEW TO THE CONFERENCE THIS YEAR WERE MASTER CLASS SESSIONS BOTH PRE-CONFERENCE AND DURING THE CONFERENCE. CEU CREDITS WERE OFFERED FOR SOME SESSIONS. OTHER THAN MEMBER DUES, THIS IS THE PRIMARY PROGRAM EVENT FOR PSW.Expenses $920,756 · revenue $594,750
- ONGOING MEMBER SERVICES:PSW IS COMMITTED TO CONNECTED, IMPACTFUL PHILANTHROPY BY PROVIDING RESPONSIVE AND TIMELY SERVICES, RESOURCES AND EDUCATIONAL PROGRAMMING TO ITS MEMBERS. TO THAT END PSW PROVIDED: LEADERSHIP DEVELOPMENT OPPORTUNITIES, PROFESSIONAL DEVELOPMENT, ONLINE EDUCATIONAL EXCHANGE COMMITTED TO MEMBER PROFESSIONAL DEVELOPMENT DYNAMIC AND TAILORED LEARNING EXPERIENCES, CONNECTION OPPORTUNITIES, ONE SOUTHWESTERN VOICE TO PROMOTE & DEFEND PHILANTHROPY EFFECTIVELY, SECTOR RESOURCES AND DISCOUNTS, NEWSLETTERS, LEGISLATIVE UPDATES, RESEARCH STUDIES - DEMOGRAPHIC, RURAL, URBAN.Expenses $367,386 · grants $12,150 · revenue $75,847
- EDUCATIONAL SEMINARS: PSW OFFERS A NUMBER OF EDUCATIONAL AND PROFESSIONAL LEARNING OPPORTUNITIES ON A VARIETY OF TOPICS DESIGNED TO ASSIST ITS MEMBERS WITH ALL ASPECTS OF OPERATING CHARITABLE ORGANIZATIONS EFFICIENTLY, EFFECTIVELY, AND WITHIN THE LEGAL FRAMEWORK OF THE INTERNAL REVENUE CODE AS WELL AS THE STATUTES OF THEIR RESPECTIVE STATES. OFFERINGS INCLUDED THE FOLLOWING: UNIVERSITY OF TEXAS LAW SCHOOL NONPROFIT ORGANIZATIONS INSTITUTE: OVER 250 PEOPLE ATTENDED THIS PROGRAM LED BY NATIONAL EXPERTS FROM PRIVATE FOUNDATIONS, NONPROFIT ORGANIZATIONS, LAW, FINANCE AND GOVERNMENTAL ENTITIES. TOPICS INCLUDED DISCUSSIONS ON TAX, LEGISLATIVE, AND GOVERNANCE ISSUES AFFECTING PRIVATE FOUNDATIONS AND NONPROFIT ORGANIZATIONS. OTHER SESSION TOPICS INCLUDED DATA PROTECTION, CRISIS MANAGEMENT, RISK MANAGEMENT, GRANTMAKING, INVESTMENTS, COMPLIANCE AND REPORTING.PSW ON THE ROAD EVENTS: HELD IN 3 LOCATIONS, WITH MORE THAN 75 ATTENDEES - LAS VEGAS, NV, PHOENIX, AZ, AND TULSA, OK.THE WAYFARER LEADERSHIP PROGRAM: OFFERED AGAIN THIS YEAR; AN INTENSIVE YEAR-LONG LEADERSHIP TRAINING INVOLVING ONE-ON-ONE COACHING, SELF-DEVELOPMENT, AND THREE- OR FOUR-DAY REFLECTION RETREATS HELD AT DIFFERENT LOCATIONS.Expenses $283,864 · revenue $53,810
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0163529
- 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
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00C)
- Assets (IRS master file)
- $2,671,388
- Income (IRS master file)
- $2,498,723
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,325,710 | $2,186,477 | $2,671,388 | XML |
| 990 | December 2023 | $2,678,418 | $2,325,090 | $2,398,110 | XML |
| 990 | December 2022 | $2,050,559 | $1,807,714 | $2,268,165 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 51-0163529).
Questions about PHILANTHROPY SOUTHWEST
- What is the EIN of PHILANTHROPY SOUTHWEST?
- The employer identification number (EIN) of PHILANTHROPY SOUTHWEST is 51-0163529.
- Is PHILANTHROPY SOUTHWEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to PHILANTHROPY SOUTHWEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHILANTHROPY 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 PHILANTHROPY SOUTHWEST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILANTHROPY SOUTHWEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PHILANTHROPY SOUTHWEST?
- The 990 for the year ended December 31, 2024 names ANTHONY J FUNDARO.
- Who are the officers and directors of PHILANTHROPY SOUTHWEST?
- The 990 for the year ended December 31, 2024 lists 18 people; 2 received compensation from the organization, the highest $203,426 (ANTHONY FUNDARO, PRESIDENT/CEO).
- How much revenue does PHILANTHROPY SOUTHWEST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,325,710, expenses of $2,186,477 and total assets of $2,671,388 at year end.
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