2024-01-29T17:11:56-06:00 2023-06-30 751386677 BROWN GRAHAM & COMPANY PC PO BOX 20210 AMARILLO TX 791142210 990 2022-07-01 237420269 SOUTHWESTERN ASSOCIATION OF EPISCOPAL SCHOOLS SOUT 8066552400 1420 4TH AVENUE STE 29 CANYON TX 790153700 ROB DEVLIN EXECUTIVE DIRECTOR 8066552400 2023-12-20 1 ROB DEVLIN 999009999 1 AUBREY L CYPERT CPA P01055956 8063558241 2023-12-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROB DEVLIN 1420 4TH AVENUE CANYON TX 79015 703072 0 X WWW.SWAES.ORG X 1957 TX ACCREDITATION OF EPISCOPAL SCHOOLS IN TEXAS, OKLAHOMA, ARKANSAS, LOUISIANA, AND ARIZONA. 19 19 5 0 0 0 756 13900 541108 539773 77459 20280 0 0 619323 573953 0 0 0 0 390191 430307 0 0 0 267949 207215 658140 637522 -38817 -63569 1045776 1006848 146601 117362 899175 889486 TO LEAD, TO NURTURE, AND TO UNIFY EPISCOPAL SCHOOLS IN ORDER TO ADVANCE EDUCATIONAL EXCELLENCE WITHIN THE FAITH COMMUNITY OF THE EPISCOPAL CHURCH. 0 0 472939 521131 TO PROMOTE HIGH STANDARDS OF EDUCATION AMONG APPROXIMATELY 101 MEMBER SCHOOLS THROUGH MEMBERSHIP, ACCREDITATION, POLICIES, WORKSHOPS, MEETINGS, AND PUBLICATIONS. 472939 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 0 0 X PAT BLEVINS 8066552400 1420 4TH AVENUE SUITE 29 CANYON TX 79015 X CATHERINE CLARK PRESIDENT 1.00 X X 0 0 0 NATHAN SHELDON VICE-PRESIDENT 1.00 X X 0 0 0 BRYAN DENNEY TREASURER 1.00 X X 0 0 0 KRISTY NELSON SECRETARY 1.00 X X 0 0 0 THE REV MILES R BRANDON II VICAR CHAPLAIN 1.00 X X 0 0 0 RICK KELLOGG JR FMR TREASURER,DIRECTOR 1.00 X 0 0 0 NETRA FIZGERALD DIRECTOR 1.00 X 0 0 0 BETH LAWRENCE DIRECTOR 1.00 X 0 0 0 BRENDAN SULLIVAN DIRECTOR 1.00 X 0 0 0 EMMA WHITMAN DIRECTOR 1.00 X 0 0 0 JOHN MORVANT DIRECTOR 1.00 X 0 0 0 JULIE MCLEOD DIRECTOR 1.00 X 0 0 0 CHELSEA COLLINS DIRECTOR 1.00 X 0 0 0 MELISSA GRUBB DIRECTOR 1.00 X 0 0 0 CHRIS GUNNIN DIRECTOR 1.00 X 0 0 0 REV SCOTT BROWN DIRECTOR 1.00 X 0 0 0 CARRIE STEAKLEY DIRECTOR 1.00 X 0 0 0 JAMIE GRIFFIN DIRECTOR 1.00 X 0 0 0 ROB DEVLIN EXECUTIVE DIRECTOR 40.00 X 240000 0 0 240000 0 0 1 0 1 0 0 13900 13900 MEMBERSHIP DUES 900099 385484 385484 ACCREDITATION FEES 900099 52131 52131 CONFERENCE FEES 900099 50325 50325 CONSULTATION INCOME 900099 30020 30020 21813 21813 539773 38922 38922 110477 129119 -18642 -18642 -18642 573953 521131 0 38922 240000 204000 36000 101674 68837 32837 63488 40613 22875 25145 20028 5117 7611 7611 17325 17325 57442 57442 23443 23443 21460 21460 56658 49616 7042 10609 10609 MEMBERSHIPS & SUBSCRIPT 9770 9770 BAD DEBT 1724 1724 DISCRETIONARY FUND 1173 1173 637522 472939 164583 0 123004 133233 20419 8856 8502 6965 2490 6198 3405 3405 0 0 891361 851596 1045776 1006848 24061 6406 122540 110956 146601 117362 X 645441 615122 253734 274364 899175 889486 1045776 1006848 -63569 53880 0 X X 0 1 X 1 0 X 3080 203566 2210 756 13900 223512 446111 523233 458115 541108 539773 2508340 449191 726799 460325 541864 553673 2731852 11700 11700 0 11700 11700 2720152 44666 37899 32890 48662 38922 203039 44666 37899 32890 48662 38922 203039 493857 764698 493215 590526 592595 2934891 0.92680 0.94050 0.06920 0.05950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 906429 100000 74032 220000 860461 1119716 175000 -138287 250000 906429 1025298 190000 196418 292000 1119716 918367 343297 38634 275000 1025298 992726 50495 93491 218345 918367 0.68120 0.23240 0.08640 0 0 3405 3405 0 0 WELLS FARGO MUTUAL FUNDS 851596 F 851596 X 627833 53880 53880 573953 0 573953 637522 0 637522 0 637522 PART X, LINE 2: SAES EVALUATES ANY UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF FASB ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNTS OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. SAES DOES NOT BELIEVE THAT IT HAS ENGAGED IN ANY ACTIVITY THAT WOULD RESULT IN AN UNCERTAIN TAX POSITION. X 0 0 0 0 0 0 0 0 0 ROB DEVLIN EXECUTIVE DIRECTOR 240000 0 0 0 0 0 0 0 0 0 240000 0 0 0 PART I, LINE 3 BOARD APPROVES ALL SALARIES AND RAISES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS GIVEN TO THE ORGANIZATION'S BOARD OF DIRECTORS. THE BOARD MEMBERS REVIEWED THE RETURN AND APPROVED IT FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICY IS PERFORMED AT AN ANNUAL MEETING WHERE BOARD MEMBERS DISCUSS AND SIGN THE APPROPRIATE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE FINANCE COMMITTEE PREPARES A BUDGET THAT INCLUDES A LIST OF SALARIES BY TITLE. THE BOARD OF DIRECTORS THEN DISCUSSES AND APPROVES THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE APPROPRIATE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PG 12, PART XII, LINE 2C NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE TAX YEAR.