Skip to content
Nonprofiteer
← SOUTHWEST DEVELOPMENTAL SERVICES INC

Form 990 for tax year 2024

Filed by SOUTHWEST DEVELOPMENTAL SERVICES INC.

Totals

Total revenue
$2,208,049
Total expenses
$1,921,670
Contributions and grants received
$1,841,258
Grants paid
$0
Program service revenue
$194,141
Investment income
$45,733
Other revenue
$126,917
Total assets, end of year
$1,078,552
Total liabilities, end of year
$407,245
Net assets or fund balances, end of year
$671,307
Program services expenses (Part IX)
$1,400,486
Management and general expenses
$521,184
Fundraising expenses
$0
Program service expenses (Part III)
$1,400,486

Program services were 72.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $12,000

  • 1e · Government grants (contributions)

    $1,829,258

  • 2a · Program service revenue: HCBS REVENUES

    total $116,860 · related or exempt $116,860

  • 2b · Program service revenue: MANAGEMENT AND ACCTG FEES

    total $77,281 · related or exempt $77,281

  • 3 · Investment income

    total $45,795 · excluded $45,795

  • 7b · Less cost or other basis and sales expenses

    other assets $62

  • 7c · Gain or loss

    other assets -$62

  • 7d · Net gain or loss

    total -$62 · related or exempt -$62

  • 11a · Other revenue: EARNINGS (LOSS) OF HUD SUBS.

    total $120,767 · related or exempt $120,767

  • 11b · Other revenue: OTHER REVENUE

    total $6,150 · related or exempt $6,150

  • 11e · Other revenue, total

    $126,917

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $229,350 · program services $145,659 · management and general $83,691

  • 7 · Other salaries and wages

    total $564,256 · program services $358,356 · management and general $205,900

  • 8 · Pension plan contributions

    total $37,258 · program services $27,824 · management and general $9,434

  • 9 · Other employee benefits

    total $145,177 · program services $108,418 · management and general $36,759

  • 10 · Payroll taxes

    total $60,635 · program services $38,628 · management and general $22,007

  • 11b · Fees: legal

    total $6,225 · program services $4,324 · management and general $1,901

  • 11c · Fees: accounting

    total $25,440 · program services $17,671 · management and general $7,769

  • 12 · Advertising and promotion

    total $937 · program services $937

  • 13 · Office expenses

    total $50,194 · program services $27,314 · management and general $22,880

  • 14 · Information technology

    total $44,239 · program services $20,826 · management and general $23,413

  • 16 · Occupancy

    total $96,486 · program services $60,103 · management and general $36,383

  • 17 · Travel

    total $37,516 · program services $23,696 · management and general $13,820

  • 22 · Depreciation, depletion and amortization

    total $65,555 · program services $32,778 · management and general $32,777

  • 23 · Insurance

    total $28,686 · program services $20,260 · management and general $8,426

  • 24a · Other expenses: PAYMENTS TO SUBRECIPIENTS

    total $500,936 · program services $500,936

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $12,408 · program services $4,100 · management and general $8,308

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $9,179 · program services $4,456 · management and general $4,723

  • 24d · Other expenses: BANK CHARGES

    total $2,939 · program services $1,704 · management and general $1,235

  • 24e · All other expenses

    total $4,254 · program services $2,496 · management and general $1,758

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,332 · end of year $10,250

  • 2 · Savings and temporary cash investments

    beginning of year $1,221,817 · end of year $604,022

  • 4 · Accounts receivable

    beginning of year $62,514 · end of year $857,631

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,222 · end of year $25,196

  • 10a · Land, buildings and equipment: cost or other basis

    $795,616

  • 10b · Land, buildings and equipment: accumulated depreciation

    $606,039

  • 10c · Land, buildings and equipment, net

    beginning of year $224,714 · end of year $189,577

  • 15 · Other assets

    beginning of year -$683,802 · end of year -$608,124

  • 17 · Accounts payable and accrued expenses

    beginning of year $177,171 · end of year $98,867

  • 25 · Other liabilities

    beginning of year $296,698 · end of year $308,378

  • 27 · Net assets without donor restrictions

    beginning of year $384,928 · end of year $671,307

Mission and programs · 2024

Mission

TO PROVIDE RESIDENTIAL AND SUPPORT SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN AN EFFORT THAT THEY MIGHT BECOME MORE SELF-SUPPORTING.

  • SUPPORT - PROVIDES SUPPORT TO MENTALLY AND/OR DEVELOPMENTALLY DISABLED THROUGH THE ADMINISTRATION OF CDDO GRANTS AND COUNTY MONIES.

    Expenses $1,302,175 · Revenue $116,860

  • HOUSING - PROVIDE MANAGEMENT SERVICES FOR HOUSING PROJECTS WHICH PROVIDE HOUSING FOR MENTALLY AND/OR DEVELOPMENTALLY DISABLED.

    Expenses $98,311 · Revenue $77,281

As filed on the 2024 return.

Listed in Part VII

  • Steven Sandoval

    PRESIDENT/CE

    Total calculated
    $129,501
    From this org
    $123,509
    From related orgs
    $0
    Other
    $5,992
    Hours/week
    30 + 10 related

  • Craig Wikoff

    CFO

    Total calculated
    $111,082
    From this org
    $105,841
    From related orgs
    $0
    Other
    $5,241
    Hours/week
    30 + 10 related

  • Mark Hinde

    PRESIDENT

    Total calculated
    $148,504
    From this org
    $143,298
    From related orgs
    $0
    Other
    $5,206

    Schedule J breakdown matched by us

    Base
    $143,298
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,206
    Nontaxable benefits
    not reported
    Filer's total
    $148,504

  • Nancy Weeks

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Mike Lewis

    VICE CHAIRMA

    Total calculated
    $0
    Hours/week
    2

  • Barb Esfeld

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mitchell Foster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellen Kershner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dot Leiker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Leitheiser

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    2

  • Liz Oldham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donna Pelton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Zachary Schultz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Sharp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Traci Shellenberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.0
Source object
202523089349301577

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.