Nonprofit · EIN 95-6050314
SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION
Tax-exempt · YORBA LINDA, CA 92885
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $559,248 | $78,278 | $480,970 | $3,803,337 | $0 | $3,803,337 |
| December 31, 2024 | 990 | $116,988 | $57,815 | $59,173 | $3,396,581 | $0 | $3,396,581 |
| December 31, 2023 | 990 | $118,905 | $52,397 | $66,508 | $3,404,160 | $0 | $3,404,160 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $34,734
- Investment income
- $524,514
- Net gain from sales of assets
- $449,120
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $9,000
- Salaries, compensation and benefits (total)
- $9,000
- Professional fundraising fees
- $0
- Program services (functional)
- $65,766
- Management and general (functional)
- $12,512
Balance sheet and other
- Total assets, start of year
- $3,396,582
- Total assets, end of year
- $3,803,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,803,337
- Publicly traded securities
- $2,734,848
- Gross receipts
- $559,248
- Employees
- 0
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON MAESTAS | Secretary Trustee or director | 1.25 | $0 |
| AMY BROOKMAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MARK HEIM | BOARD MEMBER Trustee or director, Officer | 0.5 | $0 |
| JOHN DACIOLAS | Treasurer Trustee or director, Officer | 1.25 | $0 |
| WES HAUGEN | BOARD MEMBER Trustee or director, Officer | 0.5 | $0 |
| SUE GIRARD | ACCOUNTANT | 7 | $0 |
| RANDY BROWN | ADVISOR | 5 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS MORGAN | Chairman Trustee or director | 1.25 | $0 |
| ANN HABLITZEL | Trustee Trustee or director | 0.5 | $0 |
| MARK HELM | Trustee Trustee or director, Officer | 0.5 | $0 |
| JOHN DACIOLAS | Treasurer Trustee or director, Officer | 0.5 | $0 |
| JEFF DAVIS | Secretary Trustee or director, Officer | 1.25 | $0 |
| SUE GIRARD | ACCOUNTANT | 7 | $0 |
| RANDY BROWN | ADVISOR | 5 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS MORGAN | Chairman Trustee or director | 1.25 | $0 |
| ANN HABLITZEL | Trustee Trustee or director | 0.5 | $0 |
| MARK HELM | Trustee Trustee or director, Officer | 0.5 | $0 |
| JOHN DACIOLAS | Treasurer Trustee or director, Officer | 0.5 | $0 |
| JEFF DAVIS | Secretary Trustee or director, Officer | 1.25 | $0 |
| SUE GIRARD | ACCOUNTANT | 7 | $0 |
| RANDY BROWN | ADVISOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 213, YORBA LINDA, CA 92885-0213
- Signed the 990
- JOHN DACIOLAS, Treasurer
- Phone
- (714) 779-7662
- Return prepared by
- MCKINNEY & LARSEN INC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6050314 or by the name SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
FINANCIAL ASSISTANCE TO MEMBER CHURCHES
Program accomplishments
- BENEFICIARIES PAID PER TERMS OF TRUST AGREEMENTS $75,214BROKERAGE MANAGEMENT FOR ORGANIZATIONAL LENDING MAXIMIZATION $35,766GRANTS TO CHURCHES $30,000Expenses $65,766
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6050314
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X110)
- Group exemption
- 1976: EVANGELICAL FRIENDS CHURCH SOUTHWEST
- Assets (IRS master file)
- $3,803,337
- Income (IRS master file)
- $559,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $559,248 | $78,278 | $3,803,337 | IRS |
| 990 | December 2024 | $116,988 | $57,815 | $3,396,581 | IRS |
| 990 | December 2023 | $118,905 | $52,397 | $3,404,160 | XML |
| 990 | December 2022 | $96,097 | $52,971 | $3,403,047 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6050314).
Questions about SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION
- What is the EIN of SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION?
- The employer identification number (EIN) of SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION is 95-6050314.
- Is SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Which annual return does SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST FRIENDS FINANCIAL DEVELOPMENT CORPORATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $559,248, expenses of $78,278 and total assets of $3,803,337 at year end.
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