Nonprofit · EIN 57-1212450
SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78252
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $456,511 | $453,627 | $2,884 | $5,317,875 | $296 | $5,317,579 |
| August 31, 2024 | 990 | $386,029 | $236,887 | $149,142 | $5,121,667 | $0 | $5,121,667 |
| August 31, 2023 | 990 | $291,435 | $223,194 | $68,241 | $4,597,450 | $0 | $4,597,450 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $269,006
- Program service revenue
- $0
- Investment income
- $241,514
- Net gain from sales of assets
- $138,033
- Net income from fundraising events
- -$54,009
- Other revenue
- -$54,009
Expenses
- Grants and similar amounts paid
- $416,696
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,909
- Program services (functional)
- $420,584
- Management and general (functional)
- $31,544
- Fundraising (functional)
- $1,499
Balance sheet and other
- Total assets, start of year
- $5,121,667
- Total assets, end of year
- $5,317,875
- Total liabilities, end of year
- $296
- Net assets, end of year
- $5,317,579
- Publicly traded securities
- $4,962,661
- Net assets without donor restrictions
- $5,317,579
- Gross receipts
- $3,621,092
- Employees
- 0
- Volunteers
- 22
- Year formed
- 2004
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY COLLIER | EXECUTIVE DI Officer | – | $0 |
| RYAN BERGMANN | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| DAVID ELLIS | MEMBER Trustee or director | 2 | $0 |
| JORGE FLORES | MEMBER Trustee or director | 2 | $0 |
| DR JAMES GATES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CARLA MEDINA | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| JAMES NITSCHKE | SECRETARY Trustee or director, Officer | 2 | $0 |
| DANNY SMITH | MEMBER Trustee or director | 2 | $0 |
| HELEN SMITH | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| MARTHA SMITH | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| CHRISTOPHER SULLAWAY | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| TRAVIS VERSTUYFT | MEMBER Trustee or director | 2 | $0 |
| PRISCILLA VOMERO | MEMBER Trustee or director | 2 | $0 |
| DAN CHOATE | TREASURER Trustee or director, Officer | 2 | $0 |
| KYLE GATES | MEMBER Trustee or director | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAFAEL BEDOLLA | MEMBER Trustee or director | 2 | $0 |
990 for the year ended August 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNY COLLIER | EXECUTIVE DI Officer | – | $0 |
| RYAN BERGMANN | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| DAVID ELLIS | MEMBER Trustee or director | 2 | $0 |
| JORGE FLORES | MEMBER Trustee or director | 2 | $0 |
| DR JAMES GATES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CARLA MEDINA | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| JAMES NITSCHKE | SECRETARY Trustee or director, Officer | 2 | $0 |
| DANNY SMITH | MEMBER Trustee or director | 2 | $0 |
| HELEN SMITH | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| MARTHA SMITH | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| CHRISTOPHER SULLAWAY | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| TRAVIS VERSTUYFT | MEMBER Trustee or director | 2 | $0 |
| PRISCILLA VOMERO | MEMBER Trustee or director | 2 | $0 |
| DAN CHOATE | TREASURER Trustee or director, Officer | 2 | $0 |
| KYLE GATES | MEMBER Trustee or director | 2 | $0 |
| RAFAEL BEDOLLA | MEMBER Trustee or director | 2 | $0 |
990 for the year ended August 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JAMES GATES | President Trustee or director | 2 | $0 |
| DAN CHOATE | MEMBER Trustee or director | 2 | $0 |
| CARR HORNBUCKLE | Treasurer Trustee or director | 2 | $0 |
| RYAN BERGMAN | Vice President Trustee or director | 2 | $0 |
| JORGE FLORES | MEMBER Trustee or director | 2 | $0 |
| DAVID ELLIS | Member Trustee or director | 2 | $0 |
| MELISSA GUILLEN BYLER PE | MEMBER Trustee or director | 2 | $0 |
| CARRIE DIEL | MEMBER Trustee or director | 2 | $0 |
| JENNY COLLIER | Executive Dir. Trustee or director | 2 | $0 |
| DANNY SMITH | MEMBER Trustee or director | 2 | $0 |
| HELEN SMITH | Vice President Trustee or director | 2 | $0 |
| MARTHA SMITH | Vice President Trustee or director | 2 | $0 |
| CARLA MEDINA | MEMBER Trustee or director | 2 | $0 |
| PRISCILLA VOMERO | MEMBER Trustee or director | 2 | $0 |
| MIKE DIEL | MEMBER Trustee or director | 2 | $0 |
| JAMES NITSCHKE | Secretary Trustee or director | 2 | $0 |
| ALEX GONZALES | MEMBER Trustee or director | 2 | $0 |
| TRAVIS VERSTUYFT | MEMBER Trustee or director | 2 | $0 |
| CHRISTOPHER SULLAWAY | MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 11914 DRAGON LN, SAN ANTONIO, TX 78252-2612
- In care of
- % JEANETTE BALL
- Principal officer (990 for 2024)
- DR JAMES GATES, 11914 DRAGON LANE, SAN ANTONIO, TX 78252
- Signed the 990
- DR JAMES GATES, PRESIDENT
- Phone
- (210) 622-3488
- Website
- WWW.SWISD.NET/FOUNDATION
- Return prepared by
- ARMSTRONG VAUGHAN & ASSOCIATES PC
Mission
THE MISSION OF THE SOUTHWEST ISD EDUCATION FOUNDATION IS TO PROVIDE RESOURCES AND SERVE AS AMBASSADORS FOR THE PROGRAMS AND INITIATIVES THAT SUPPORT SOUTHWEST INDEPENDENT SCHOOL DISTRICT'S STRATEGIC PLAN.
Program accomplishments
- PROVIDED RESOURCES AND SERVED AS AMBASSADORS FOR THE PROGRAMS AND INITIATIVES THAT SUPPORTED SOUTHWEST INDEPENDENT SCHOOL DISTRICT'S STRATEGIC PLAN.Expenses $420,584 · grants $416,696
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 57-1212450
- 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
- 2004
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $5,317,875
- Income (IRS master file)
- $3,621,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $456,511 | $453,627 | $5,317,875 | XML |
| 990 | August 2024 | $386,029 | $236,887 | $5,121,667 | XML |
| 990 | August 2023 | $291,435 | $223,194 | $4,597,450 | XML |
| 990 | August 2022 | $366,243 | $227,846 | $4,475,836 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 57-1212450).
Questions about SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION
- What is the EIN of SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION?
- The employer identification number (EIN) of SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION is 57-1212450.
- Is SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION 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 SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION?
- The 990 for the year ended August 31, 2025 names DR JAMES GATES.
- Who are the officers and directors of SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION?
- The 990 for the year ended August 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $456,511, expenses of $453,627 and total assets of $5,317,875 at year end.
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