Nonprofit · EIN 99-4156839
SOUTHWEST EDUCATIONAL FOUNDATION INC
Tax-exempt · LUBBOCK, TX 79423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,651 | $6,468 | -$2,817 | $418,989 | $0 | $418,989 |
| June 30, 2024 | 990 | $28,222 | $946 | $27,276 | $438,960 | $0 | $438,960 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,420
- Program service revenue
- $0
- Investment income
- $1,764
- Net rental income
- -$1,533
- Other revenue
- -$1,533
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,060
- Program services (functional)
- $6,468
Balance sheet and other
- Total assets, start of year
- $438,960
- Total assets, end of year
- $418,989
- Total liabilities, end of year
- $0
- Net assets, end of year
- $418,989
- Land, buildings and equipment
- $340,189
- Gross receipts
- $59,884
- Employees
- 0
- Year formed
- 2010
- 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 |
|---|---|---|---|
| BRANDON HALL | DIRECTOR Trustee or director | 0 | $0 |
| DOUGLAS MCREAKEN | DIRECTOR Trustee or director | 0 | $0 |
| NATHEN J MCEWON | DIRECTOR Trustee or director | 0 | $0 |
| ANDREW R SEGER | DIRECTOR Trustee or director | 0 | $0 |
| JW LARRY ANDERSON | ADVISORY DIRECTOR Trustee or director | 0 | $0 |
| LEROY BELL | ADVISORY DIRECTOR Trustee or director | 0 | $0 |
| DONALD E LAMBERT | ADVISORY DIRECOTR Trustee or director | 0 | $0 |
| ROWLAND WILSON | ADVISORY DIRECTOR Trustee or director | 0 | $0 |
| TRAVIS VARGO | ADVISORY DIRECTOR Trustee or director | 0 | $0 |
| JUSTIN WALKER | ADVISORY DIRECTOR Trustee or director | 0 | $0 |
| TRACY EDWARDS | PRESIDENT Officer | 0 | $0 |
| WILLIAM D DORSEY | CHAIRMAN OF THE BOARD Officer | 0 | $0 |
| BOB TATE | TREASURER Officer | 0 | $0 |
| WALT L CATHEY | DIRECTOR Officer | 0 | $0 |
| GARY D EDWARDS | VICE PRESIDENT Officer | 0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KORY HOOKS | DIRECTOR Officer | 0 | $0 |
| KEVIN MITCHELL | VICE PRESIDENT Officer | 0 | $0 |
| ANTHONY S LEVATINO | PAST VICE PRESIDENT Officer | 0 | $0 |
| KYLE LUKERT | ASSISTANT SECRETARY Officer | 0 | $0 |
| BILL R WOMBLE | GENERAL COUNSEL Officer | 0 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM D DORSEY | CHAIRMAN OF THE BOARD Trustee or director | 1 | $0 |
| TRACY EDWARDS | PRESIDENT Trustee or director | 1 | $0 |
| KEVIN MITCHELL | VICE PRESIDENT Trustee or director | 1 | $0 |
| WALT L CATHEY | VICE PRESIDENT Trustee or director | 1 | $0 |
| GARY D EDWARDS | VICE PRESIDENT Trustee or director | 1 | $0 |
| ANTHONY S LEVATINO | VICE PRESIDENT Trustee or director | 1 | $0 |
| KORY HOOKS | SECRETARY Trustee or director | 1 | $0 |
| G ROBERT TATE JR | TREASURER Trustee or director | 1 | $0 |
| KYLE LUKERT | ASSISTANT SECRETARY AND ASSISTANT TREASURER Trustee or director | 1 | $0 |
| DOUGLAS D KENNY | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN WALKER | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS M MCREAKEN | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW R SEGER | DIRECTOR Trustee or director | 1 | $0 |
| NATHEN J MCEOWN | DIRECTOR Trustee or director | 1 | $0 |
| BRANDON HALL | DIRECTOR Trustee or director | 1 | $0 |
| ROWLAND WILSON | DIRECTOR Trustee or director | 1 | $0 |
| DONALD E LAMBERT | DIRECTOR Trustee or director | 1 | $0 |
| F LEROY BELL | DIRECTOR Trustee or director | 1 | $0 |
| BOB TATE | DIRECTOR Trustee or director | 1 | $0 |
| LARRY ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2734 82ND ST, LUBBOCK, TX 79423-1428
- In care of
- % BOB TATE
- Signed the 990
- BOB TATE, TREASURER
- Return prepared by
- Jerry Hill CPA PLLC
Mission
THE PROPERTY OCCUPIED BY THE EPSILON PHI CHAPTER OF THE KAPPA SIGMA FRATERNITY AT TEXAS TECH UNIVERSITY. THIS PROPERTY CURRENTLY INCLUDES THE LAND, BUILDING AND ALL CONTENTS LOCATED ON 6 GREEK CIRCLE, LUBBOCK, TEXAS.
Program accomplishments
- THE PROPERTY OCCUPIED BY THE EPSILON PHI CHAPTER OF THE KAPPA SIGMA FRATERNITY AT TEXAS TECH UNIVERSITY. THIS PROPERTY CURRENTLY INCLUDES THE LAND, BUILDING AND ALL CONTENTS LOCATED ON 6 GREEK CIRCLE, LUBBOCK, TEXAS.Expenses $6,468
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
- 99-4156839
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 2025
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L99)
- Assets (IRS master file)
- $418,989
- Income (IRS master file)
- $59,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,651 | $6,468 | $418,989 | IRS |
| 990 | June 2024 | $28,222 | $946 | $438,960 | 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 99-4156839).
Questions about SOUTHWEST EDUCATIONAL FOUNDATION INC
- What is the EIN of SOUTHWEST EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of SOUTHWEST EDUCATIONAL FOUNDATION INC is 99-4156839.
- Is SOUTHWEST EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2025.
- Are donations to SOUTHWEST EDUCATIONAL FOUNDATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST EDUCATIONAL FOUNDATION INC 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 EDUCATIONAL FOUNDATION INC 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 SOUTHWEST EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SOUTHWEST EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,651, expenses of $6,468 and total assets of $418,989 at year end.
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