Form 990 for tax year 2023

Filed by SOUTHWESTERN COMMUNITY SERVICES INC.

Totals

Total revenue: $20,952,839
Total expenses: $19,539,287
Contributions and grants received: $16,225,878
Grants paid: $7,638,627
Program service revenue: $3,088,471
Investment income: $19,807
Other revenue: $1,618,683
Total assets, end of year: $18,140,971
Total liabilities, end of year: $5,736,914
Net assets or fund balances, end of year: $12,404,057
Program services expenses (Part IX): $17,208,547
Management and general expenses: $2,330,740
Fundraising expenses: $0
Program service expenses (Part III): $17,208,547

Program services were 88.1% 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

$34,390
1f · All other contributions, gifts and grants

$16,191,488
2a · Program service revenue: PROGRAM SERVICE FEE

total $3,006,706 · related or exempt $3,006,706
2b · Program service revenue: TENANT RENT

total $81,765 · related or exempt $81,765
3 · Investment income

total $19,807 · related or exempt $19,807
8a · Fundraising events: gross income

$1,875
8a · Fundraising events: contributions included on line 1c

$34,390
8b · Fundraising events: direct expenses

$1,875
8c · Net income from fundraising events

total $0
11a · Other revenue: GAIN ON INVESTMENT IN LIMITED PAR

total $1,517,397 · related or exempt $1,517,397
11b · Other revenue: MISCELLANEOUS

total $101,286 · related or exempt $101,286
11e · Other revenue, total

$1,618,683

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $7,638,627 · program services $7,638,627
5 · Compensation of officers, directors and key employees

total $331,475 · management and general $331,475
6 · Compensation of disqualified persons

total $5,508,640 · program services $4,871,886 · management and general $636,754
8 · Pension plan contributions

total $383,492 · program services $297,625 · management and general $85,867
9 · Other employee benefits

total $1,376,689 · program services $1,118,398 · management and general $258,291
10 · Payroll taxes

total $454,776 · program services $381,922 · management and general $72,854
12 · Advertising and promotion

total $30,579 · program services $26,177 · management and general $4,402
13 · Office expenses

total $114,363 · program services $94,083 · management and general $20,280
16 · Occupancy

total $619,341 · program services $462,821 · management and general $156,520
17 · Travel

total $158,990 · program services $152,930 · management and general $6,060
19 · Conferences, conventions and meetings

total $48,778 · program services $31,093 · management and general $17,685
20 · Interest

total $117,337 · program services $10,600 · management and general $106,737
22 · Depreciation, depletion and amortization

total $322,565 · program services $155,158 · management and general $167,407
23 · Insurance

total $83,422 · program services $83,422
24a · Other expenses: CONTRACTUAL

total $1,578,149 · program services $1,504,944 · management and general $73,205
24b · Other expenses: OTHER DIRECT PROGRAM CO

total $611,047 · program services $230,387 · management and general $380,660
24c · Other expenses: VEHICLE

total $139,149 · program services $136,686 · management and general $2,463
24d · Other expenses: MISCELLANEOUS

total $21,868 · program services $11,788 · management and general $10,080

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $2,108,930 · end of year $1,895,706
4 · Accounts receivable

beginning of year $2,240,082 · end of year $1,767,400
9 · Prepaid expenses and deferred charges

beginning of year $86,653 · end of year $133,194
10a · Land, buildings and equipment: cost or other basis

$9,302,618
10b · Land, buildings and equipment: accumulated depreciation

$3,545,901
10c · Land, buildings and equipment, net

beginning of year $6,139,935 · end of year $5,756,717
15 · Other assets

beginning of year $7,193,822 · end of year $8,587,954
17 · Accounts payable and accrued expenses

beginning of year $179,469 · end of year $275,742
19 · Deferred revenue

beginning of year $1,246,787 · end of year $297,427
23 · Secured mortgages and notes payable

beginning of year $5,159,656 · end of year $4,870,843
25 · Other liabilities

beginning of year $389,875 · end of year $292,902
27 · Net assets without donor restrictions

beginning of year $10,670,243 · end of year $12,269,705
28 · Net assets with donor restrictions

beginning of year $123,392 · end of year $134,352

Mission and programs · 2023

Mission

SCS STRIVES TO EMPOWER LOW INCOME PEOPLE AND FAMILIES. WITH DIGNIGTY AND RESPECT, SCS WILL PROVIDE DIRECT ASSISTANCE, REDUCE STRESSORS, AND ADVOCATE FOR SUCH PERSONS AND FAMILIES AS THEY LIFT THEMSELVES TOWARD SELF-SUFFICIENCY.

Activities or mission (Part I)

SOUTHWESTERN COMMUNITY SERVICES, INC. STRIVES TO EMPOWER LOW INCOME PEOPLE AND FAMILIES. WITH DIGNITY AND RESPECT, SOUTHWESTERN COMMUNITY SERVICES, INC. PROVIDES DIRECT ASSISTANCE, REDUCE STRESSORS, AND ADOCATES FOR SUCH PERSONS AND FAMILES AS THEY LIFT THEMSELVES TOWARD SELF-SUFFICIENCY.

ANTI-POVERTY AND SELF-HELP PROGRAMS FOR THE POOR AND ELDERLY.

Expenses $17,208,547 · Grants $7,638,627 · Revenue $4,726,961

As filed on the 2023 return.

Listed in Part VII

Kevin WattersonKEVIN WATTERSON

CHAIRPERSON

Total calculated

$0

Hours/week

2
Dominic PerkinsDOMINIC PERKINS

TREASURER/SECRETARY

Total calculated

$0

Hours/week

2
David EdkinsDAVID EDKINS

VICE CHAIRPERSON

Total calculated

$0

Hours/week

2
Mary Lou HufflingMARY LOU HUFFLING

DIRECTOR

Total calculated

$0

Hours/week

0
Anne BeattieANNE BEATTIE

DIRECTOR

Total calculated

$0

Hours/week

1
Jay KahnJAY KAHN

DIRECTOR

Total calculated

$0

Hours/week

1
Derek FerlandDEREK FERLAND

DIRECTOR

Total calculated

$0

Hours/week

1
Kerry Belknap MorrisKERRY BELKNAP MORRIS

DIRECTOR

Total calculated

$0

Hours/week

2
Ron NasonRON NASON

DIRECTOR

Total calculated

$0

Hours/week

1
Heather CameronHEATHER CAMERON

DIRECTOR

Total calculated

$0

Hours/week

1
Andy BohannonANDY BOHANNON

DIRECTOR

Total calculated

$0

Hours/week

1
Liz EmersonLIZ EMERSON

DIRECTOR

Total calculated

$0

Hours/week

1
Margaret FreemanMARGARET FREEMAN

CHIEF FINANCIAL OFFICER

Total calculated

$151,899

From this org

$116,692

From related orgs

$0

Other

$35,207

Hours/week

40

Schedule J breakdown matched by us

Base

$116,692

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$35,207

Filer's total

$151,899
Beth DanielsBETH DANIELS

CHIEF EXECUTIVE OFFICER

Total calculated

$159,300

From this org

$133,918

From related orgs

$0

Other

$25,382

Hours/week

40

Schedule J breakdown matched by us

Base

$133,918

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$25,382

Filer's total

$159,300
Bagdat CaglarBAGDAT CAGLAR

EMPLOYEE

Total calculated

$134,694

From this org

$100,206

From related orgs

$0

Other

$34,488

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

None.

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.

SCS MANAGEMENT CORPORATION

501(C)(3) · OPERATE REAL ESTATE PROPERTY FOR SOUTHWESTERN COMMUNITY SERVICES, INC. · NH · controlled entity

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

DREWSVILLE CARRIAGE HOUSE ASSOCIATES LP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99% owned · share of income $277,587 · general or managing partner

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
KEENE EAST SIDE SENIOR HOUSING ASSOCIATES LIMITED PARTNERSHIP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.9% owned · share of income $11,676 · share of assets $1,371,881

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
TROY SENIOR HOUSING ASSOCIATES LIMITED PARTNERSHIP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.9% owned · share of income -$23,535 · share of assets $797,230

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
WINCHESTER SENIOR HOUSING ASSOCIATES LP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.99% owned · share of income $43,656 · share of assets $1,124,082

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
SWANZEY HOUSING ASSOCIATES LP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.99% owned · share of income -$72,991 · share of assets $904,125

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
SNOW BROOK MEADOW VILLAGE HOUSING ASSOCIATES LP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.99% owned · share of income -$46,909 · share of assets $967,182

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
KEENE HIGHLAND HOUSING ASSOCIATES LP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.99% owned · share of income -$128,820 · share of assets $2,595,701

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
WARWICK MEADOW HOUSING ASSOCIATES LIMITED PARTNERSHIP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.99% owned · share of income -$55,113 · share of assets $1,186,553

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC
RAILROAD SQUARE SENIOR HOUSING LP

RENTS · PROVIDE HOUSING TO LOW INCOME PEOPLE · NH · 99.9% owned · share of assets $2,813,461

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

SCS HOUSING INC

C · PROVIDE HOUSING FOR THE ELDERLY AND LOW INCOME POEPLE · NH · 100% owned · share of income -$25,710 · share of assets $1,234,834 · controlled entity

Directly controlled by SOUTHWESTERN COMMUNITY SERVICES INC

Provenance

Return type: form_990
Tax year: 2023
Filed: 19 February 2025
IRS schema version: 2023v6.0
Source object: 202520529349300632

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