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Nonprofiteer
← SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER

Form 990 for tax year 2023

Filed by SOUTHWEST AUTISM RESEARCH AND RESOURCE CENTER.

Totals

Total revenue
$23,394,092
Total expenses
$18,045,018
Contributions and grants received
$10,211,519
Grants paid
$123,535
Program service revenue
$13,270,824
Investment income
$232,905
Other revenue
-$321,156
Total assets, end of year
$30,925,198
Total liabilities, end of year
$3,469,460
Net assets or fund balances, end of year
$27,455,738
Program services expenses (Part IX)
$13,424,869
Management and general expenses
$3,279,483
Fundraising expenses
$1,340,666
Program service expenses (Part III)
$13,424,869

Program services were 74.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTINE WILKINSON PHD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHADWICK CAMPBELL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE KING

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SCOTT WALLACE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CHARLIE MARKLE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREGORY BERNOSKY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JASON LATTIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JULIE ALPERT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIM SHEPARD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LORRIE HOCHULI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARC ISAACS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAIGE ROTHERMEL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PEARL CHANG ESAU

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PEARL WOODRING

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DENISE RESNIK

    EMERITUS MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GARY JABURG

    EMERITUS MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HOWARD SOBELMAN

    EMERITUS MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NEIL BALTER

    EMERITUS MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANIEL OPENDEN

    PRESIDENT & CEO

    Total calculated
    $342,870
    From this org
    $302,074
    From related orgs
    $0
    Other
    $40,796
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,074
    Bonus
    $10,000
    Other
    $0
    Deferred
    $28,165
    Nontaxable benefits
    $12,631
    Filer's total
    $342,870

  • CHRISTOPHER SMITH

    CHIEF SCIENCE OFFICER

    Total calculated
    $200,382
    From this org
    $182,247
    From related orgs
    $0
    Other
    $18,135
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,247
    Bonus
    $0
    Other
    $0
    Deferred
    $5,809
    Nontaxable benefits
    $12,326
    Filer's total
    $200,382

  • JENNIFER BURWELL

    VP OF OPERATIONS

    Total calculated
    $110,714
    From this org
    $99,491
    From related orgs
    $0
    Other
    $11,223
    Hours/week
    40

  • AMY KENZER

    COO (THRU APRIL 2023)

    Total calculated
    $77,813
    From this org
    $71,395
    From related orgs
    $0
    Other
    $6,418
    Hours/week
    40

  • MAUREEN JORDEN

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $129,137
    From this org
    $117,004
    From related orgs
    $0
    Other
    $12,133
    Hours/week
    30

  • RACHEL ANDERSON

    CHIEF CLINICAL OFFICER

    Total calculated
    $157,146
    From this org
    $144,029
    From related orgs
    $0
    Other
    $13,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,029
    Bonus
    $0
    Other
    $0
    Deferred
    $4,480
    Nontaxable benefits
    $8,637
    Filer's total
    $157,146

  • PAIGE RAETZ

    SR DIRECTOR OF CLIENT EXPERIENCE

    Total calculated
    $134,787
    From this org
    $113,576
    From related orgs
    $0
    Other
    $21,211
    Hours/week
    40

  • BRIAN SHAW

    DIRECTOR OF FINANCE

    Total calculated
    $146,853
    From this org
    $125,495
    From related orgs
    $0
    Other
    $21,358
    Hours/week
    40

  • SUMMER BOYD

    LICENSED PSYCHOLOGIST

    Total calculated
    $109,858
    From this org
    $100,787
    From related orgs
    $0
    Other
    $9,071
    Hours/week
    40

  • NICOLE JAMES

    DIRECTOR OF RESEARCH

    Total calculated
    $123,616
    From this org
    $111,869
    From related orgs
    $0
    Other
    $11,747
    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 · Compensation survey or study
  • 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 CENTER ADOPTED A 457F PLAN FOR THE CEO. ANNUAL CONTRIBUTIONS IN AN AMOUNT EQUAL TO TEN PERCENT OF THE CEO'S TOTAL COMPENSATION FOR THE PRIOR PLAN YEAR ARE MADE TO THE PLAN AND 25% OF THE ANNUAL CONTRIBUTION VESTS PER YEAR. DURING THE YEAR ENDED DECEMBER 31, 2023, THE CENTER RECORDED CONTRIBUTION EXPENSE IN THE AMOUNT OF $30,400 FOR THE CEO.

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
2023
Filed
26 August 2024
IRS schema version
2023v5.1
Source object
202442549349301009

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