Southwest Area Neighborhood Association
Public records show a registered, tax-exempt organization in good standing.
Points to look into
- It reported loans to or from officers, directors or other insiders.
These come from the organization's own tax return. There may be a good explanation; ask the charity.
What it says it does
SWAN is a neighborhood association that is dedicated to improving the quality of life for the residents and families in the SouthWest community.
- Income
- $387,200
- Spending
- $397,373
- Spent on programs
- 68%
- Reserves
- -2.3 months of spending
- Largest source of income
- donations and private grants, 45%
- Employees
- 7
- Volunteers
- 10
- Highest pay
- $50,000, executive director
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 54 out of 100. Higher than 21% of charities in its peer group (human services, $250k to $1m).
Reserves
0 of 35Spendable reserves are negative: it owes or has committed more than it holds.
Debt
16 of 20It owes 28% of what it owns.
Living within its means
8 of 15Spending exceeded income by 3% of income.
Income trend
15 of 15Income rose 8% on the year before.
Spending floor
15 of 1568% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Good: 82 out of 100. Higher than 65% of charities in its peer group (human services, $250k to $1m).
Independent board
25 of 257 of 7 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
12 of 15Its accounts were reviewed or compiled by an independent accountant, but not audited.
No reported misuse
0 of 10Reports at least one of: diversion of assets, excess benefits, loans to insiders.
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $57,870 spent. Senior Nutrition Program: SWAN provides to our community seniors ages 60+ daily lunches, socialization, shopping trips, field trips, cultural events, exercise classes, BINGO, arts/crafts. This program is supported with $45,292 in government grant contributions found on the form 990, Page 9, Part VIII line 1(h).
- $49,199 spent. SWAN is a social care Navigator (SCN) connecting individuals on Medicaid to services within the Finger Lakes Region. It is designed by the NYS Office of Insurance Programs to provide or arrange for the provision of health-related social needs services to Medicaid members in the Finger Lakes Region. Those services/needs include food, insecurity, housing, instability, unemployment, and lack of reliable transportation.This program is supported with $57,747 in contributions from United Way found on the form 990, Page 9, Part VIII line 1(a).
- $104,848 spent. Preservation Program. Community organizing, assist low-income homeowners with minorrepairs to their homes. Work with community organizations on many community events.This program is supported with $65,845 in government grant and ESL grant contributions found on the form 990, Page 9, Part VIII line 1(h).
- $56,644 spent. OTHER PROGRAMS: The Settlement House Program provides additional support and services to our seniors, youth and families in the SouthWest Community. These programs are supported with $16,251 in government grant contributions found on 990, Page 9, Part VIII line 1(h).
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending September 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since April 1994.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.