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Nonprofiteer
← SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER

Form 990 for tax year 2025

Filed by SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER.

Totals

Total revenue
$26,697,989
Total expenses
$23,515,216
Contributions and grants received
$7,577,124
Grants paid
$169,185
Program service revenue
$18,852,691
Investment income
$764,810
Other revenue
-$496,636
Total assets, end of year
$40,554,100
Total liabilities, end of year
$4,158,849
Net assets or fund balances, end of year
$36,395,251
Program services expenses (Part IX)
$17,331,613
Management and general expenses
$4,309,902
Fundraising expenses
$1,873,701
Program service expenses (Part III)
$17,331,613

Program services were 73.7% 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.

  • 1c · Fundraising events

    $2,257,193

  • 1e · Government grants (contributions)

    $1,540,744

  • 1f · All other contributions, gifts and grants

    $3,779,187

  • 1g · Noncash contributions included above

    $427,274

  • 2a · Program service revenue: CLINICAL SERVICES

    total $16,209,938 · related or exempt $16,209,938

  • 2b · Program service revenue: RESEARCH

    total $1,069,516 · related or exempt $1,069,516

  • 2c · Program service revenue: TRANSITION ACADEMY

    total $979,015 · related or exempt $979,015

  • 2d · Program service revenue: COMMUNITY SCHOOL

    total $544,439 · related or exempt $544,439

  • 2e · Program service revenue: OTHER PROGRAM REVENUE

    total $49,783 · related or exempt $49,783

  • 3 · Investment income

    total $577,539 · excluded $577,539

  • 7a · Gross sales of assets other than inventory

    securities $343,348

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

    securities $156,077

  • 7c · Gain or loss

    securities $187,271

  • 7d · Net gain or loss

    total $187,271 · excluded $187,271

  • 8a · Fundraising events: gross income

    $193,225

  • 8a · Fundraising events: contributions included on line 1c

    $2,257,193

  • 8b · Fundraising events: direct expenses

    $700,018

  • 8c · Net income from fundraising events

    total -$506,793 · excluded -$506,793

  • 9a · Gaming: gross income

    $9,427

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $9,427 · excluded $9,427

  • 10a · Gross sales of inventory

    $6,330

  • 10b · Cost of goods sold

    $5,600

  • 10c · Net income from sales of inventory

    total $730 · related or exempt $730

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $169,185 · program services $169,185

  • 5 · Compensation of officers, directors and key employees

    total $1,459,502 · program services $421,664 · management and general $701,330 · fundraising $336,508

  • 7 · Other salaries and wages

    total $13,627,284 · program services $11,203,599 · management and general $1,747,764 · fundraising $675,921

  • 8 · Pension plan contributions

    total $228,919 · program services $147,058 · management and general $81,861

  • 9 · Other employee benefits

    total $1,496,084 · program services $1,152,099 · management and general $285,585 · fundraising $58,400

  • 10 · Payroll taxes

    total $1,096,364 · program services $860,975 · management and general $165,725 · fundraising $69,664

  • 11b · Fees: legal

    total $16,589 · program services $1,641 · management and general $14,948

  • 11c · Fees: accounting

    total $36,711 · management and general $36,711

  • 11d · Fees: lobbying

    total $15,000 · management and general $15,000

  • 11e · Fees: professional fundraising services

    total $101,843 · fundraising $101,843

  • 11f · Fees: investment management

    total $45,275 · management and general $45,275

  • 11g · Fees: other

    total $649,780 · program services $281,620 · management and general $295,172 · fundraising $72,988

  • 12 · Advertising and promotion

    total $62,839 · program services $28,772 · management and general $1,868 · fundraising $32,199

  • 13 · Office expenses

    total $71,812 · program services $9,677 · management and general $5,779 · fundraising $56,356

  • 16 · Occupancy

    total $889,218 · program services $760,371 · management and general $68,505 · fundraising $60,342

  • 17 · Travel

    total $220,934 · program services $158,437 · management and general $39,710 · fundraising $22,787

  • 20 · Interest

    total $118,085 · management and general $118,085

  • 22 · Depreciation, depletion and amortization

    total $790,162 · program services $724,347 · management and general $47,960 · fundraising $17,855

  • 23 · Insurance

    total $173,174 · program services $111,303 · management and general $49,504 · fundraising $12,367

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $996,212 · program services $774,251 · management and general $101,079 · fundraising $120,882

  • 24b · Other expenses: OTHER OPERATIONAL SERVI

    total $489,943 · program services $146,843 · management and general $329,268 · fundraising $13,832

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $390,800 · program services $228,463 · management and general $122,160 · fundraising $40,177

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $220,500 · program services $84,908 · fundraising $135,592

  • 24e · All other expenses

    total $149,001 · program services $66,400 · management and general $36,613 · fundraising $45,988

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,231,290 · end of year $2,046,554

  • 2 · Savings and temporary cash investments

    beginning of year $3,998,586 · end of year $9,482,395

  • 3 · Pledges and grants receivable

    beginning of year $7,372,264 · end of year $5,950,061

  • 4 · Accounts receivable

    beginning of year $2,849,425 · end of year $1,291,269

  • 9 · Prepaid expenses and deferred charges

    beginning of year $434,787 · end of year $373,094

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

    $18,462,956

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

    $6,233,291

  • 10c · Land, buildings and equipment, net

    beginning of year $12,897,831 · end of year $12,229,665

  • 11 · Investments: publicly traded securities

    beginning of year $7,447,425 · end of year $8,540,462

  • 12 · Investments: other securities

    beginning of year $470,459 · end of year $506,196

  • 15 · Other assets

    beginning of year $260,952 · end of year $134,404

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,720,803 · end of year $1,465,329

  • 19 · Deferred revenue

    beginning of year $440,611 · end of year $108,623

  • 23 · Secured mortgages and notes payable

    beginning of year $2,754,570 · end of year $2,449,557

  • 25 · Other liabilities

    beginning of year $424,705 · end of year $135,340

  • 27 · Net assets without donor restrictions

    beginning of year $13,085,722 · end of year $22,155,773

  • 28 · Net assets with donor restrictions

    beginning of year $19,536,608 · end of year $14,239,478

Mission and programs · 2025

Mission

THE SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER (SARRC) IS A NONPROFIT, COMMUNITY-BASED ORGANIZATION DEDICATED TO AUTISM RESEARCH, EDUCATION AND OUTREACH FOR INDIVIDUALS WITH AUTISM AND THEIR FAMILIES.

Activities or mission (Part I)

TO ADVANCE RESEARCH AND PROVIDE A LIFETIME OF SUPPORT FOR INDIVIDUALS WITH AUTISM & THEIR FAMILIES.

  • CLINICAL SERVICES: FOLLOWING A FAMILY-CENTERED APPROACH, SARRC IS FOCUSED ON ASSISTING FAMILIES ON THEIR JOURNEY ONCE A CHILD IS DIAGNOSED WITH ASD (AUTISM SPECTRUM DISORDER). SARRC'S CLINICAL MODEL IS GROUNDED IN APPLIED BEHAVIOR ANALYSIS WITH A PARTICULAR FOCUS ON NATURALISTIC BEHAVIORAL INTERVENTIONS IN INCLUSIVE ENVIRONMENTS (E.G.AT HOME, IN SCHOOL, ON THE JOB AND IN THE COMMUNITY). EACH OF OUR PROGRAMS, CLASSES AND TRAININGS ARE GUIDED BY BEST-PRACTICE MODELS; THE MOST CURRENT AVAILABLE SCIENCE; IMPROVING QUALITY OF LIFE AND PRODUCING MEANINGFUL OUTCOMES; AND THE INDIVIDUALIZED NEEDS OF THE CHILDREN, TEENS, ADULTS AND FAMILIES WE SERVE. IN 2025, SARRC PROVIDED NEARLY 155,000 CLINICAL INTERVENTION HOURS SUPPORTING NEARLY 830 INDIVIDUALS WITH AUTISM AND THEIR FAMILIES.

    Expenses $13,448,122 · Revenue $16,209,938

  • RESEARCH: TO ADVANCE AUTISM RESEARCH, SARRC INITIATES AND COLLABORATES IN LARGE-SCALE STUDIES TO FIND ANSWERS TO PRESSING QUESTIONS FACED BY INDIVIDUALS WITH ASD AND THEIR FAMILIES. SARRC'S CUTTING-EDGE RESEARCH IS FOCUSED ON IMPROVING SCREENING AND DIAGNOSIS FOR AUTISM, ENHANCING BEHAVIORAL AND PHARMACEUTICAL TREATMENTS FOR AUTISM, AND EDUCATING PROFESSIONALS IN ORDER TO INCREASE THEIR CAPACITY TO SERVE THE AUTISM COMMUNITY. GUIDED BY A HIGHLY SKILLED AND DEDICATED TEAM, SARRC'S RESEARCH PROGRAM CONTINUES TO EXPAND INNOVATION THROUGH GROUNDBREAKING STUDIES. IN 2025 ALONE, 315 INDIVIDUALS PARTICIPATED IN A SARRC RESEARCH STUDY.

    Expenses $2,450,803 · Grants $169,185 · Revenue $1,069,516

  • TRANSITION ACADEMY: THE FIRST PLACE AZ TRANSITION ACADEMY, OPERATED BY SARRC, IS A TWO-YEAR, INTENSIVE, COMMUNITY-BASED PROGRAM DESIGNED TO PREPARE YOUNG ADULTS WITH AUTISM FOR INDEPENDENT LIVING. THROUGH AN EXCLUSIVE PARTNERSHIP WITH FIRST PLACE AZ AND THE CENTER, STUDENTS LIVE IN THEIR OWN APARTMENTS WITHIN A MULTIGENERATIONAL COMMUNITY WHILE BUILDING THE PRACTICAL LIFE, EMPLOYMENT AND SOCIAL SKILLS NEEDED FOR ADULTHOOD. THIS INNOVATIVE PARTNERSHIP EQUIPS YOUNG ADULTS WITH THE CONFIDENCE, EXPERIENCE AND SUPPORT TO LEAD MORE INDEPENDENT, MEANINGFUL LIVES.

    Expenses $838,466 · Revenue $979,015

  • Expenses $594,222 · Revenue $594,952

As filed on the 2025 return.

Listed in Part VII

  • Chadwick Campbell

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Paige Rothermel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Amir Nizam

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ryan Ewing

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jason Lattin

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Marc Isaacs

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gregory Bernosky

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Charlie Markle

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Scott Wallace

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pearl Chang Esau

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Julie Alpert

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Leslie Barakat

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Anthony Herro

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Baker

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jon Hulburd

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rekha Athreya

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lukas Grabiec

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amy Pawlowski

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daniel Openden

    PRESIDENT & CEO

    Total calculated
    $429,163
    From this org
    $353,913
    From related orgs
    $0
    Other
    $75,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,412
    Bonus
    $15,501
    Other
    $0
    Deferred
    $57,746
    Nontaxable benefits
    $17,504
    Filer's total
    $429,163

  • Brian Shaw

    VP OF FINANCE

    Total calculated
    $218,723
    From this org
    $186,795
    From related orgs
    $0
    Other
    $31,928
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,795
    Bonus
    $0
    Other
    $0
    Deferred
    $14,424
    Nontaxable benefits
    $17,504
    Filer's total
    $218,723

  • Christopher Smith

    CHIEF SCIENCE OFFICER

    Total calculated
    $228,951
    From this org
    $200,618
    From related orgs
    $0
    Other
    $28,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,618
    Bonus
    $0
    Other
    $0
    Deferred
    $16,064
    Nontaxable benefits
    $12,269
    Filer's total
    $228,951

  • Jennifer Burwell

    VP OF OPERATIONS

    Total calculated
    $195,068
    From this org
    $167,240
    From related orgs
    $0
    Other
    $27,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,240
    Bonus
    $0
    Other
    $0
    Deferred
    $13,518
    Nontaxable benefits
    $14,310
    Filer's total
    $195,068

  • Maureen Jorden

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $194,883
    From this org
    $172,557
    From related orgs
    $0
    Other
    $22,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,557
    Bonus
    $0
    Other
    $0
    Deferred
    $13,731
    Nontaxable benefits
    $8,595
    Filer's total
    $194,883

  • Rachel Anderson

    CHIEF CLINICAL OFFICER

    Total calculated
    $192,715
    From this org
    $169,972
    From related orgs
    $0
    Other
    $22,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,972
    Bonus
    $0
    Other
    $0
    Deferred
    $13,860
    Nontaxable benefits
    $8,883
    Filer's total
    $192,715

  • Alexis Boglio

    DIRECTOR OF CLIENT EXPERIE

    Total calculated
    $121,021
    From this org
    $110,036
    From related orgs
    $0
    Other
    $10,985
    Hours/week
    40

  • Summer Boyd

    LICENSED PSYCHOLOGIST

    Total calculated
    $139,556
    From this org
    $127,576
    From related orgs
    $0
    Other
    $11,980
    Hours/week
    40

  • Nicole James

    DIRECTOR OF RESEARCH

    Total calculated
    $138,230
    From this org
    $125,970
    From related orgs
    $0
    Other
    $12,260
    Hours/week
    40

  • Wade Newhouse

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $123,345
    From this org
    $110,440
    From related orgs
    $0
    Other
    $12,905
    Hours/week
    40

  • Beatriz Orr

    DIRECTOR OF CLINICAL SERVICES

    Total calculated
    $122,982
    From this org
    $107,772
    From related orgs
    $0
    Other
    $15,210
    Hours/week
    40

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 4B
THE ORGANIZATION ADOPTED A 457F PLAN WHERE ALL OFFICERS AND KEY EMPLOYEES (PRESIDENT & CEO, CHIEF SCIENCE OFFICER, VP OF OPERATIONS, CHIEF DEVELOPMENT OFFICER, CHIEF CLINICAL OFFICER AND VP OF FINANCE) PARTICIPATE IN THIS PLAN. ANNUAL CONTRIBUTIONS BASED ON PERFORMANCE ARE MADE TO THE PLAN AND 25% OF THE ANNUAL CONTRIBUTION VESTS PER YEAR. DURING THE YEAR ENDED DECEMBER 31, 2025, THE ORGANIZATION RECORDED CONTRIBUTION EXPENSE IN THE AMOUNT OF $92,600 FOR THE OFFICERS AND KEY EMPLOYEES.

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

Provenance

Return type
form_990
Tax year
2025
Filed
11 September 2026
IRS schema version
2025v4.2
Source object
202622609349300127

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