Southwest Social Services Programs INC FY2021 filing

Miami, FLUnknown exempt organization EIN 59-2102294Revenue $3.5M in FY2021

On file with the IRSsouthwestsocial.org4981 Sw 74th CT · Miami, FL

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Provide meals and supportive services to the elderly.

92¢ of each $1 spent went to programs.
$116K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $80K a year · 4% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$116K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $808K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$804K
64% of total assets
Fine: liabilities are 64% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.5M
+15% vs prior year
Spent
$3.5M
To programs
92%
Net assets
$446K
By yearFY2020–FY2025
Revenue
$3.5M
FY2021▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.0M
FY2021$3.5M
FY2022$2.3M
FY2023$2.1M
FY2024$1.9M
FY2025$351K
Expenses
$3.5M
FY2021▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.1M
FY2021$3.5M
FY2022$2.4M
FY2023$2.4M
FY2024$2.1M
FY2025$224K
Net assets
$446K
FY2021▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$460K
FY2021$446K
FY2022$375K
FY2023$98K
FY2024−$127K
FY2025$0

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $3.2M Management & general 8% · $290K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $116K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Former Exec Director
$74,295Pt VII · Sec A
Exective Director
$41,964Pt VII · Sec A
$0Pt VII · Sec A
Vice-President
$0Pt VII · Sec A
Secretary / Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mario Menendez$133,187$156,316$156,606$120,851$41,964—
Maria C Penedo—————$133,713
Maria Penedo————$74,295—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Feeds and supports elderly individuals.

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Provided by the organization

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1 program · $3.2M · in their own filed words · FY2020
01

The agency has provided nutrition, education, socialization activities, transportation as well as other supportive services to the elderly population of Miami, FL, Miami-Dade County for more than 40 years.

$3.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$808K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.5M
Ln 12
Gifts and grantsLn 1h$3.5M
Investment incomeLn 3$9
Money outPt IX
$3.5M
Ln 25
Programscol B$3.2M
Managementcol C$290K
Owns and owesPt X
$446K
net assets · Ln 32
Cash and savingsLn 1–2$911K
Total assetsLn 16$1.2M
LiabilitiesLn 26$804K
PeoplePt VI, VII
8
listed · VII A
PaidVII A2
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.5M
Government grantsLn 1e$3.4M
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$9
Total revenueLn 12$3.5M
Assets in detailPt X, end of year
CashLn 1$911K
Cash and savings togetherLn 1–2$911K
Land, buildings, equipmentLn 10c$112K
Total assetsLn 16$1.2M
LiabilitiesLn 26$804K
Net assetsLn 32$446K
OperationsPt I, VI
EmployeesI 515
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$264K$911K
Land, buildings, equipmentLn 10c$258K$112K
Total assetsLn 16$924K$1.2M
LiabilitiesLn 26$463K$804K
Net assetsLn 32$460K$446K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$106K$90K$16K
Other salaries and wagesLn 7$368K$334K$35K
Other employee benefitsLn 9$82K$59K$23K
Payroll taxesLn 10$35K$31K$4K
Legal feesLn 11b$21K$21K
Accounting feesLn 11c$30K$30K
Other fees for servicesLn 11g$26K$25K$802
Office expensesLn 13$34K$34K
Information technologyLn 14$12K$12K
OccupancyLn 16$43K$43K
TravelLn 17$891$891
Depreciation, depletion and amortizationLn 22$37K$37K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$2.6M$2.6M$0$0
All other expensesLn 24e$47K$47K
Total functional expensesLn 25$3.5M$3.2M$290K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $351K$224K$127K$0 990 PDF
FY2024 $1.9M$2.1M−$225K−$127K 990 PDF
FY2023 $2.1M$2.4M−$277K$98K 990 PDF
FY2022 $2.3M$2.4M−$71K$375K 990 PDF
FY2021 Viewing $3.5M$3.5M−$15K$446K 990 PDF
FY2020 $3.0M$3.1M−$20K$460K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $3,494,247 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,036,483$3,494,238
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $17$9
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $3,036,500$3,494,247
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $935,206$591,546
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,121,417$2,917,233
I-18 Total expensesPrior year $3,056,623$3,508,779
I-19 Revenue less expensesPrior year −$20,123−$14,532
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,494,247 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$3,447,086
VIII-1f All other contributions, gifts and grants$47,152
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$3,494,238
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $9$9
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $9$3,494,247
Part IX · Statement of functional expenses $3,508,779 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $90,398 · Management $15,952$106,350
IX-7 Other salaries and wagesPrograms $333,862 · Management $34,589$368,451
IX-9 Other employee benefitsPrograms $58,656 · Management $23,210$81,866
IX-10 Payroll taxesPrograms $31,100 · Management $3,779$34,879
IX-11b Legal feesManagement $20,959$20,959
IX-11c Accounting feesManagement $30,227$30,227
IX-11g Other fees for servicesPrograms $24,788 · Management $802$25,590
IX-13 Office expensesManagement $34,423$34,423
IX-14 Information technologyManagement $12,087$12,087
IX-16 OccupancyManagement $43,279$43,279
IX-17 TravelPrograms $891$891
IX-22 Depreciation, depletion and amortizationPrograms $37,002$37,002
IX-23 InsuranceManagement $23,223$23,223
IX-24 Other expenses (24a–d)Programs $2,642,400 · Management $0 · Fundraising $0$2,642,400
IX-24e All other expensesManagement $47,152$47,152
IX-25 Total functional expensesPrograms $3,219,097 · Management $289,682 · Fundraising $0$3,508,779
Part X · Balance sheet $1,249,446 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $264,064$910,821
X-3 Pledges and grants receivableStart of year $400,469$223,200
X-9 Prepaid expenses and deferred chargesStart of year $1,001$3,786
X-10c Land, buildings and equipment, netStart of year $258,156$111,639
X-16 Total assetsStart of year $923,690$1,249,446
X-17 Accounts payable and accrued expensesStart of year $416,111$650,352
X-24 Unsecured notes and loans payable$153,193
X-25 Other liabilities$0
X-26 Total liabilitiesStart of year $463,257$803,545
X-27 Net assets without donor restrictionsStart of year $460,433$445,901
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $460,433$445,901
X-33 Total liabilities and net assetsStart of year $923,690$1,249,446
Part XI · Reconciliation of net assets $445,901 net assets at year end
XI-1 Total revenue$3,494,247
XI-2 Total expenses$3,508,779
XI-3 Revenue less expenses−$14,532
XI-4 Net assets at start of year$460,433
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$445,901

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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