SWCI envisions a world where envisions a world where people with disabilities and those who are aging are respected included members of their communities, making their own choices, directing the supports and services they need to live well in the community, and giving back to the community through their strengths.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Run by 18 volunteers and 24 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
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
3 of 5
filings with a surplus
Average surplus $15K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$70K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $22K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$256K
57% of total assets
Fine: liabilities are 57% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
+3% vs prior year
Spent
$1.3M
To programs
82%
Net assets
$195K
By yearFY2021–FY2025
Revenue
$1.2M
FY2025▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.2M
FY2022$1.1M
FY2023$1.1M
FY2024$1.2M
FY2025$1.2M
Expenses
$1.3M
FY2025▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2021$1.1M
FY2022$1.1M
FY2023$1.1M
FY2024$1.2M
FY2025$1.3M
Net assets
$195K
FY2025▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2021$116K
FY2022$90K
FY2023$155K
FY2024$224K
FY2025$195K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1991.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $1.0M Management & general 18% · $226K

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

5 people listed on the 990; $70K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Dir.
$69,724Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kelsey Bell’s $70K as Executive Dir. is at the 12th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Kelsey Bell$69,724$64,887$57,692$16,154—
Martha Mason———$34,349$54,849

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.

See Southwest Center for Independence executive salaries →

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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

Empowers people with disabilities and seniors to live independently and contribute to their communities.

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Provided by the organization

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3 programs · $912K · in their own filed words · FY2024
01

The Independent Living program is our principle service. As a certified Center for Independent Living, we provide supports and services to help people become more independent and more included. We work together on the issues people bring us, from finding housing to making friends or starting a business.

$572Kprogram expense
02

The Veteran-Directed Care program aims to provide in home services and supports to Veterans living in our 5-county catchment area. This program is funded through a contract with the Albuquerque VA.

$269Kprogram expense
03

Southwest Rides is our transportation service, providing accessible driver-assisted door-to-door transportation for people with disabilities, those who are aging, and Veterans, to medical appointments, the food bank, and other places. We provided 2,567 rides this fiscal year.

$71Kprogram 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 · FY2025
Total grants receivedfrom 1 funder$22K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$74K
Other incomeLn 4–11$9K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.0M
Managementcol C$226K
Owns and owesPt X
$195K
net assets · Ln 32
Cash and savingsLn 1–2$63K
Total assetsLn 16$451K
LiabilitiesLn 26$256K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$1.1M
Fees for servicesLn 2g$74K
Other incomeLn 4–11$9K
Gains on assetsLn 7$0
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$63K
SavingsLn 2$0
Cash and savings togetherLn 1–2$63K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$62K
Other assetsLn 15$77K
Total assetsLn 16$451K
LiabilitiesLn 26$256K
Net assetsLn 32$195K
OperationsPt I, VI
EmployeesI 524
VolunteersI 618
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 FY25End FY25
Cash and savingsLn 1–2$48K$63K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$89K$62K
Total assetsLn 16$391K$451K
LiabilitiesLn 26$168K$256K
Net assetsLn 32$224K$195K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$72K$42K$30K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$570K$487K$83K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$57K$47K$10K
Payroll taxesLn 10$60K$50K$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$67K$67K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$227K$227K
Advertising and promotionLn 12$217$124$93
Office expensesLn 13$3K$3K$431
Information technologyLn 14$2K$2K$333
RoyaltiesLn 15$0
OccupancyLn 16$63K$53K$10K
TravelLn 17$2K$1K$398
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$308$308
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$27K$25K$2K
InsuranceLn 23$5K$4K$999
Other expenses (24a–d)Ln 24$79K$74K$6K
All other expensesLn 24e$18K$12K$7K
Total functional expensesLn 25$1.3M$1.0M$226K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.2M$1.3M−$28K$195K 990 PDF
FY2024 $1.2M$1.2M$7K$224K 990 PDF
FY2023 $1.1M$1.1M$65K$155K 990 PDF
FY2022 $1.1M$1.1M−$26K$90K 990 PDF
FY2021 $1.2M$1.1M$56K$116K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,225,058 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,091,995$1,141,845
I-9 Program service revenuePrior year $92,016$74,383
I-10 Investment income$0
I-11 Other revenuePrior year $169$8,830
I-12 Total revenuePrior year $1,184,180$1,225,058
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $731,489$758,795
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $445,489$494,577
I-18 Total expensesPrior year $1,176,978$1,253,372
I-19 Revenue less expensesPrior year $7,202−$28,314
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
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 $1,225,058 across 11 lines filed
VIII-1e Government grants$1,110,758
VIII-1f All other contributions, gifts and grants$31,087
VIII-1h Total contributions, gifts and grants$1,141,845
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $74,383$74,383
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,830$8,830
VIII-12 Total revenueRelated to mission $83,213$1,225,058
Part IX · Statement of functional expenses $1,253,372 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $41,684 · Management $29,947$71,631
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $487,423 · Management $82,938$570,361
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $47,138 · Management $9,552$56,690
IX-10 Payroll taxesPrograms $49,865 · Management $10,248$60,113
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $66,705$66,705
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $227,499$227,499
IX-12 Advertising and promotionPrograms $124 · Management $93$217
IX-13 Office expensesPrograms $2,869 · Management $431$3,300
IX-14 Information technologyPrograms $1,673 · Management $333$2,006
IX-15 Royalties$0
IX-16 OccupancyPrograms $53,131 · Management $10,168$63,299
IX-17 TravelPrograms $1,476 · Management $398$1,874
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $308$308
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $25,058 · Management $1,600$26,658
IX-23 InsurancePrograms $3,996 · Management $999$4,995
IX-24 Other expenses (24a–d)Programs $73,673 · Management $5,559$79,232
IX-24e All other expensesPrograms $11,716 · Management $6,768$18,484
IX-25 Total functional expensesPrograms $1,027,325 · Management $226,047 · Fundraising $0$1,253,372
Part X · Balance sheet $451,338 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $47,577$62,840
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $243,496$239,171
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $11,505$10,215
X-10c Land, buildings and equipment, netStart of year $88,735$62,077
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$77,035
X-16 Total assetsStart of year $391,313$451,338
X-17 Accounts payable and accrued expensesStart of year $167,263$178,702
X-25 Other liabilities$77,420
X-26 Total liabilitiesStart of year $167,783$256,122
X-27 Net assets without donor restrictionsStart of year $170,030$141,716
X-28 Net assets with donor restrictionsStart of year $53,500$53,500
X-32 Total net assets or fund balancesStart of year $223,530$195,216
X-33 Total liabilities and net assetsStart of year $391,313$451,338
Part XI · Reconciliation of net assets $195,216 net assets at year end
XI-1 Total revenue$1,225,058
XI-2 Total expenses$1,253,372
XI-3 Revenue less expenses−$28,314
XI-4 Net assets at start of year$223,530
XI-10 Net assets at end of year$195,216

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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