Nonprofit · EIN 76-0243244
SOUTHWESTERN FINANCE ASSOCIATION
Also known as DEPT OF FINANCE
Tax-exempt · ROGERS, AR 72758
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $123,328 | $120,506 | $2,822 | $190,175 | $1,680 | $188,495 |
| June 30, 2024 | 990-EZ | $112,824 | $158,978 | -$46,154 | $179,261 | $0 | $179,261 |
| June 30, 2023 | 990-EZ | $68,899 | $57,632 | $11,267 | $225,415 | $0 | $225,415 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,740
- Membership dues
- $34,430
- Program service revenue
- $72,154
- Investment income
- $5,004
Expenses
- Grants and similar amounts paid
- $22,755
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $91,901
- Printing, publications and postage
- $5,850
- Program services (functional)
- $120,505
Balance sheet and other
- Total assets, start of year
- $185,673
- Total assets, end of year
- $190,175
- Total liabilities, end of year
- $1,680
- Net assets, end of year
- $188,495
- Cash, savings and investments
- $189,175
- Gross receipts
- $123,328
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 |
|---|---|---|---|
| Laura Gonzalez Alana | Immediate Past President | 1 | $0 |
| Nacasius Ujah | President | 1 | $0 |
| John Adams | Vice President - Local | 1 | $0 |
| Andrew Lynch | Executive Director | 5 | $0 |
| Jennifer Brodmann | Vice President - Program | 10 | $0 |
| Reza Houston | Vice President - Program Elect | 1 | $0 |
| Yuka Nishikawa | Director | 1 | $0 |
| Vivek Pandey | Director | 1 | $0 |
| Seth Hoelscher | Director | 1 | $0 |
| Collins Okafor | Director | 1 | $0 |
| Jeff Whitworth | Director | 1 | $0 |
| Renee Oyotode Epse Adebile | Director | 1 | $0 |
| Ran Lu-Andrews | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew Lynch | President | 1 | $0 |
| Laura Gonzalez Alana | Immediate past president | 1 | $0 |
| William Hudson | Prior past president | 0 | $0 |
| James Philpot | Executive Director | 5 | $0 |
| Nacasius Ujah | VP-Program | 10 | $0 |
| Jennifer Brodmann | VP-Program elect | 1 | $0 |
| Collins Okafor | VP Local | 1 | $0 |
| Reza Houston | Director | 0.5 | $0 |
| Subramanian Iyer | Director | 0.5 | $0 |
| David Stowe | Director | 0.5 | $0 |
| Jeff Whitworth | Director | 0.5 | $0 |
| Seth Hoelscher | Director | 0.5 | $0 |
| Yuka Nishikawa | Director | 0.5 | $0 |
| Vivek Pandey | Director | 0.5 | $0 |
| Ran Lu-Andrews | Director | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laura Gonzalez | President | 2 | $0 |
| Andrew Lynch | Vice President Program | 10 | $0 |
| James Philpot | Executive Director | 5 | $0 |
| Nacasius Ujah | Vice President Program Elect | 5 | $0 |
| Subraminian Iyer | Director | 7 | $0 |
| Jennifer Brodmann | Director | 1 | $0 |
| Yuka Nishikawa | Director | 2 | $0 |
| Vivek Pandey | Director | 1 | $0 |
| Seongsu Kim | Director | 1 | $0 |
| Reza Houston | Director | 1 | $0 |
| David Stowe | Director | 1 | $0 |
| Jeff Whitworth | Director | 1 | $0 |
| William Hudson | Immediate past president | 2 | $0 |
| Ivelina Pavlova-Stout | Past president | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2702 S 24TH ST, ROGERS, AR 72758-6142
- In care of
- % KARYN NEUHAUSER
- Signed the 990-EZ
- Andrew Lynch, Executive Director
- Phone
- (573) 823-1545
- Website
- www.swfinance.org
Mission
Annual conference at which academic research papers are presented
Program accomplishments
- Competitive research paper awards given to recognize outstanding papers presented at the conferenceExpenses $6,255
- Provide opportunities for members (including students) to network and discuss teaching and researchExpenses $97,750
- Travel support for doctoral students to attend conference and present papersExpenses $16,500
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
- 76-0243244
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $190,175
- Income (IRS master file)
- $123,328
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $123,328 | $120,506 | $190,175 | XML |
| 990-EZ | June 2024 | $112,824 | $158,978 | $179,261 | XML |
| 990-EZ | June 2023 | $68,899 | $57,632 | $225,415 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | 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 76-0243244).
Questions about SOUTHWESTERN FINANCE ASSOCIATION
- What is the EIN of SOUTHWESTERN FINANCE ASSOCIATION?
- The employer identification number (EIN) of SOUTHWESTERN FINANCE ASSOCIATION is 76-0243244.
- Is SOUTHWESTERN FINANCE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SOUTHWESTERN FINANCE ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN FINANCE 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 SOUTHWESTERN FINANCE ASSOCIATION 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 FINANCE ASSOCIATION 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 FINANCE ASSOCIATION?
- The 990-EZ for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SOUTHWESTERN FINANCE ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $123,328, expenses of $120,506 and total assets of $190,175 at year end.
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