Southwestern School Foundation for Educational Excellence
Public records show a registered, tax-exempt organization in good standing.
What it says it does
NONE
- Income
- $84,928
- Spending
- $56,613
- Spent on programs
- 100%
- Reserves
- 57.9 months of spending
- Largest source of income
- donations and private grants, 67%
- Employees
- 0
- Volunteers
- 0
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Strong: 90 out of 100. Higher than 67% of charities in its peer group (education, under $250k).
Reserves
35 of 35Spendable reserves would cover 57.9 months of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
15 of 15Income exceeded spending by 33% of income.
Income trend
5 of 15Income fell 16% on the year before.
Spending floor
15 of 15100% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Weak: 38 out of 100. Higher than 14% of charities in its peer group (education, under $250k).
Independent board
5 of 250 of 14 voting board members are independent.
Conflict of interest policy
0 of 15Reports no written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
0 of 7Reports no 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.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 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)
- $8,113 spent. ORGANIZATION WILL PROVIDE ENRICHMENT FOR SOUTHWESTERN CUSD'S CURRICULUM THROUGH FUNDING ACTIVITIES PROMOTING HIGH QUALITY INSTRUCTION ALONG WITH FUNDING FOR MATERIALS, EQUIPMENT, FACILITIES, AND STAFF DEVELOPMENT THROUGH USE OF MINI-GRANTS
- ORGANIZATION WILL SUPPORT INNOVATIVE EDUCATIONAL ACTIVITIES TO BENEFIT AND CHALLENGE STUDENTS TO ATTAIN HIGHER LEVELS OF EDUCATIONAL EXCELLENCE BY PROVIDING SCHOLARSHIPS FROM FUNDS GENERATED FROM ANNUAL BANQUET.
- $48,500 spent. ORGANIZATION WILL WORK TO PROVIDE SCHOLARSHIPS FOR STUDENTS SCHOLARSHIPS WILL PROVIDE A CHALLENGE TO STUDENTS TO ENCOURAGE THEM TO GIVE THEIR BEST EFFORT IN ALL OF THEIR ACADEMIC ENDEAVORS
- ORGANIZATION WILL SPEND FUNDS ON IMPROVEMENT OF ACADEMIC AND ATHLETIC FACILITIES OF THE SCHOOL PROPERTIES
Source: Form 990 for the year ending June 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 September 7, 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 September 30, 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 September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2026.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since November 2001.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 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 October 7, 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.