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SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION

EIN 95-6050314 YORBA LINDA, CA

Browse the largest nonprofits in California

Revenue 2024
$116,988
Expenses 2024
$57,815

Program services were 74.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
X110
Classification
7000
Street
PO BOX 213

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of EVANGELICAL FRIENDS CHURCH SOUTHWEST (EIN 95-1831046). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Mission and programs · 2024

Mission

FINANCIAL ASSISTANCE TO MEMBER CHURCHES

  • BENEFICIARIES PAID PER TERMS OF TRUST AGREEMENTS $9,251BROKERAGE MANAGEMENT FOR ORGANIZATIONAL LENDING MAXIMIZATION $38,205GRANTS TO CHURCHES $65,000 ($5,000 OUT OF GENERAL FUND AND $60,000 OUT OF SPECIAL FUNDS)

    Expenses $43,205

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Chris Morgan

    Chairman

    Total calculated
    $0
    Hours/week
    1.25
  • Ann Hablitzel

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Helm

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • John Daciolas

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5
  • Jeff Davis

    Secretary

    Total calculated
    $0
    Hours/week
    1.25
  • Sue Girard

    ACCOUNTANT

    Total calculated
    $0
    Hours/week
    7
  • Randy Brown

    ADVISOR

    Total calculated
    $0
    Hours/week
    5

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $116,988
    Expenses
    $57,815
    Contributions
    $0
    Grants paid
    $5,000
  • 2023
    Revenue
    $118,905
    Expenses
    $52,397
    Contributions
    $0
    Grants paid
    $10,000
  • 2022
    Revenue
    $96,097
    Expenses
    $52,971
    Contributions
    $0
    Grants paid
    $5,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $145,118
    Expenses
    $49,302
    Assets (EOY)
    $3,430,471
  • 2020 · 990

    Revenue
    -$144,540
    Expenses
    $74,847
    Assets (EOY)
    $3,399,438
  • 2019 · 990

    Revenue
    $84,182
    Expenses
    $70,524
    Assets (EOY)
    $3,631,825
  • 2018 · 990

    Revenue
    $81,497
    Expenses
    $74,968
    Assets (EOY)
    $3,618,167
  • 2017 · 990

    Revenue
    $122,350
    Expenses
    $74,300
    Assets (EOY)
    $3,609,410
  • 2016 · 990

    Revenue
    $137,017
    Expenses
    $104,890
    Assets (EOY)
    $3,561,360
  • 2015 · 990

    Revenue
    $232,634
    Expenses
    $103,451
    Assets (EOY)
    $3,837,555
  • 2014 · 990

    Revenue
    $200,905
    Expenses
    $105,711
    Assets (EOY)
    $3,473,755

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • FRIENDS CHURCH SOUTHWEST YEARLY MEETING

    501 (C)(3) · ASSOCIATION OF CHURCHES · CA

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.