Southwest Human Development Incorporated: Nonprofit Profile, Financials & Form 990 (EIN 86-0407179)

Revenue by fiscal year
FY2021	$86.4M
FY2022	$65.2M
FY2023	$71.4M
FY2024	$84.9M
FY2025	$72.2M

Expenses by fiscal year
FY2021	$64.0M
FY2022	$63.5M
FY2023	$65.5M
FY2024	$86.1M
FY2025	$77.5M

Net assets by fiscal year
FY2021	$48.5M
FY2022	$46.1M
FY2023	$53.4M
FY2024	$53.7M
FY2025	$49.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1983.

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

Where the money goes

85 cents of each dollar spent went to programs.

85%

14%

Program services 85% · $65.6M Management & general 14% · $10.9M Fundraising 1% · $968K

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

30 people listed on the 990; $1.2M 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

Ginger Ward

CEO

$241,294Pt VII · Sec A

Michelle Luna-Kepner

Vice President of Human Resources

$175,899Pt VII · Sec A

Jeanette Ramos

CFO

$174,440Pt VII · Sec A

Jacob Adams

Chief Development Officer

$169,470Pt VII · Sec A

Alison Steier

Co-Director Mental Health Services

$167,676Pt VII · Sec A

Otto Reemelin

CIO

$158,819Pt VII · Sec A

Douglas Albrecht

Co-Director Mental Health Services

$157,780Pt VII · Sec A

Tina Gounder

Director

$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021
Ginger Ward	$241,294	$238,999	$229,615	$209,635	$190,594
Mindy Zapata	—	$210,660	$176,204	$172,101	$166,291
Jeanette Ramos	$174,440	$176,588	$157,252	$148,198	$140,193
Michelle Luna-Kepner	$175,899	$166,133	—	—	—
Otto Reemelin	$158,819	$170,419	$134,727	—	—
Jacob Adams	$169,470	—	—	—	—
Alison Steier	$167,676	$168,085	$151,743	$141,388	$137,365
Alan Taylor	—	$161,294	$152,583	$146,754	$137,345

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

Provides resources and support to ensure Arizona children have a strong foundation for a successful future.

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Provided by the organization

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3 programs · $52.8M · in their own filed words · FY2024

01

Head Start and Early Head Start

The programs work with income-eligible families to provide a variety of educational, health, dental, nutritional and social service resources. Head start provides children with high-quality preschool education, along with health screenings, social services and parent training.

$21.3Mprogram expense

02

Professional Development and Training and Literacy

Southwest human development offers nationally recognized education and training programs to professionals and organizations working with young children across arizona, the U.S. And internationally. The agency is committed to training that is interactive and applicable to everyday work with children and families.

$20.6Mprogram expense

03

Family Support Services and Child Welfare

Southwest human development offers an array of education and support services to help parents and caregivers as they raise their children. We believe that all caregivers have the desire to improve their parenting skills, while promoting positive parent-child interactions, enhancing their child's health and development, and increasing…

$10.9Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid

Grants received · FY2025

Easter Seals INCFY2025$84K

W R Berkley Corporation Charitable FoundationFY2025$1K

Total grants receivedfrom 2 funders$85K

Grants paid · 15 grants · $578K · 2020–2024

Unitemized GrantFY2024$89,579

Unitemized GrantFY2024$66,449

Unitemized GrantFY2024$8,539

Unitemized GrantFY2023$56,043

Unitemized GrantFY2023$40,425

Unitemized GrantFY2023$12,649

Unitemized GrantFY2022$44,263

Unitemized GrantFY2022$14,657

Unitemized GrantFY2022$4,701

Unitemized GrantFY2021$25,296

Unitemized GrantFY2021$15,769

Unitemized GrantFY2021$3,875

Unitemized GrantFY2020$114,925

Unitemized GrantFY2020$46,160

Unitemized GrantFY2020$34,932

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$72.2M

Ln 12

Gifts and grantsLn 1h$68.8M

Fees for servicesLn 2g$1.7M

Investment incomeLn 3$1.7M

Money outPt IX

$77.5M

Ln 25

Programscol B$65.6M

Managementcol C$10.9M

Fundraisingcol D$968K

Owns and owesPt X

$49.7M

net assets · Ln 32

Cash and savingsLn 1–2$3.9M

Total assetsLn 16$61.5M

LiabilitiesLn 26$11.8M

PeoplePt VI, VII

30

listed · VII A

PaidVII A7

Voting boardVI 1a22

IndependentVI 1b22

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$68.8M

Government grantsLn 1e$64.5M

Noncash giftsLn 1g$21K

Fundraising eventsLn 1c$225K

Fees for servicesLn 2g$1.7M

Investment incomeLn 3$1.7M

Other incomeLn 4–11$28K

Gains on assetsLn 7$545K

Total revenueLn 12$72.2M

Assets in detailPt X, end of year

CashLn 1$3.8M

SavingsLn 2$87K

Cash and savings togetherLn 1–2$3.9M

InvestmentsLn 11–13$35.1M

Land, buildings, equipmentLn 10c$11.6M

Other assetsLn 15$3.1M

Total assetsLn 16$61.5M

LiabilitiesLn 26$11.8M

Net assetsLn 32$49.7M

OperationsPt I, VI

EmployeesI 51,084

VolunteersI 61,328

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$9.3M	$3.9M
InvestmentsLn 11–13	$34.2M	$35.1M
Land, buildings, equipmentLn 10c	$12.4M	$11.6M
Total assetsLn 16	$68.8M	$61.5M
LiabilitiesLn 26	$15.1M	$11.8M
Net assetsLn 32	$53.7M	$49.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$165K	$165K
Pay of current officers, directors and key staffLn 5	$479K		$479K
Other salaries and wagesLn 7	$40.2M	$36.1M	$3.7M	$478K
Pension plan contributionsLn 8	$1.5M	$1.3M	$168K	$17K
Other employee benefitsLn 9	$6.4M	$5.9M	$437K	$54K
Payroll taxesLn 10	$3.0M	$2.6M	$297K	$36K
Legal feesLn 11b	$29K		$29K
Accounting feesLn 11c	$60K		$60K
Investment management feesLn 11f	$93K		$93K
Other fees for servicesLn 11g	$11.9M	$11.0M	$911K	$43K
Advertising and promotionLn 12	$472K	$231K	$132K	$108K
Office expensesLn 13	$3.2M	$2.6M	$494K	$54K
Information technologyLn 14	$2.0M	$344K	$1.6M	$4K
OccupancyLn 16	$2.0M	$924K	$1.1M
TravelLn 17	$991K	$933K	$55K	$4K
Depreciation, depletion and amortizationLn 22	$1.4M	$875K	$507K
InsuranceLn 23	$317K		$314K	$3K
Other expenses (24a–d)Ln 24	$2.9M	$2.5M	$447K	$3K
All other expensesLn 24e	$291K	$64K	$63K	$164K
Total functional expensesLn 25	$77.5M	$65.6M	$10.9M	$968K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$72.2M	$77.5M	−$5.3M	$49.7M	990 PDF
FY2024	$84.9M	$86.1M	−$1.2M	$53.7M	990 PDF
FY2023	$71.4M	$65.5M	$6.0M	$53.4M	990 PDF
FY2022	$65.2M	$63.5M	$1.7M	$46.1M	990 PDF
FY2021	$86.4M	$64.0M	$22.4M	$48.5M	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 J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $72,178,986 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $82,204,495$68,783,936

I-9 Program service revenuePrior year $1,740,025$1,692,488

I-10 Investment incomePrior year $964,355$1,674,289

I-11 Other revenuePrior year −$25,616$28,273

I-12 Total revenuePrior year $84,883,259$72,178,986

I-13 Grants and similar amounts paidPrior year $109,117$164,567

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $53,698,930$51,580,152

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $32,274,403$25,705,846

I-18 Total expensesPrior year $86,082,450$77,450,565

I-19 Revenue less expensesPrior year −$1,199,191−$5,271,579

Part VI · Governance 22 of 22 board members independent, no flags

VI-1a Voting members of the governing body22

VI-1b Independent voting members22

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 $72,178,986 across 12 lines filed

Lines not itemized here account for −$1,556 of total revenue; see the IRS return.

VIII-1c Fundraising events$225,494

VIII-1e Government grants$64,460,378

VIII-1f All other contributions, gifts and grants$4,098,064

VIII-1g Noncash contributions (included above)$20,646

VIII-1h Total contributions, gifts and grants$68,783,936

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,692,488$1,692,488

VIII-3 Investment incomeExcluded from tax $1,129,113$1,129,113

VIII-5 RoyaltiesExcluded from tax $550$550

VIII-7 Net gain or loss on sales of assetsExcluded from tax $545,176$545,176

VIII-8 Net income from fundraising eventsExcluded from tax −$89,875−$89,875

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $119,154$119,154

VIII-12 Total revenueRelated to mission $1,692,488 · Unrelated business $0 · Excluded from tax $1,702,562$72,178,986

Part IX · Statement of functional expenses $77,450,565 across 19 lines filed

IX-2 Grants to domestic individualsPrograms $164,567$164,567

IX-5 Pay of current officers, directors and key staffManagement $478,763$478,763

IX-7 Other salaries and wagesPrograms $36,054,517 · Management $3,681,063 · Fundraising $478,177$40,213,757

IX-8 Pension plan contributionsPrograms $1,315,386 · Management $167,663 · Fundraising $16,858$1,499,907

IX-9 Other employee benefitsPrograms $5,920,706 · Management $437,002 · Fundraising $54,187$6,411,895

IX-10 Payroll taxesPrograms $2,642,940 · Management $296,981 · Fundraising $35,909$2,975,830

IX-11b Legal feesManagement $28,872$28,872

IX-11c Accounting feesManagement $59,630$59,630

IX-11f Investment management feesManagement $92,752$92,752

IX-11g Other fees for servicesPrograms $10,964,885 · Management $910,560 · Fundraising $42,541$11,917,986

IX-12 Advertising and promotionPrograms $231,244 · Management $132,117 · Fundraising $108,358$471,719

IX-13 Office expensesPrograms $2,639,973 · Management $494,198 · Fundraising $54,126$3,188,297

IX-14 Information technologyPrograms $344,414 · Management $1,642,602 · Fundraising $4,015$1,991,031

IX-16 OccupancyPrograms $923,929 · Management $1,103,130$2,027,059

IX-17 TravelPrograms $932,935 · Management $54,959 · Fundraising $3,582$991,476

IX-22 Depreciation, depletion and amortizationPrograms $874,601 · Management $507,253$1,381,854

IX-23 InsuranceManagement $314,481 · Fundraising $2,663$317,144

IX-24 Other expenses (24a–d)Programs $2,496,186 · Management $447,435 · Fundraising $3,489$2,947,110

IX-24e All other expensesPrograms $63,963 · Management $63,021 · Fundraising $163,932$290,916

IX-25 Total functional expensesPrograms $65,570,246 · Management $10,912,482 · Fundraising $967,837$77,450,565

Part X · Balance sheet $61,473,788 assets, 18 lines filed

X-1 Cash, non-interest-bearingStart of year $9,183,962$3,837,789

X-2 Savings and temporary cash investmentsStart of year $80,466$87,348

X-3 Pledges and grants receivableStart of year $244,744$174,165

X-4 Accounts receivableStart of year $8,372,209$7,089,059

X-9 Prepaid expenses and deferred chargesStart of year $658,271$614,791

X-10c Land, buildings and equipment, netStart of year $12,404,403$11,552,783

X-11 Publicly traded securitiesStart of year $26,220,961$27,228,904

X-13 Program-related investmentsStart of year $7,951,614$7,830,747

X-15 Other assetsStart of year $3,697,558$3,058,202

X-16 Total assetsStart of year $68,814,188$61,473,788

X-17 Accounts payable and accrued expensesStart of year $7,330,809$7,254,070

X-19 Deferred revenueStart of year $834,625$460,108

X-25 Other liabilitiesStart of year $6,972,155$4,093,129

X-26 Total liabilitiesStart of year $15,137,589$11,807,307

X-27 Net assets without donor restrictionsStart of year $50,653,737$46,985,712

X-28 Net assets with donor restrictionsStart of year $3,022,862$2,680,769

X-32 Total net assets or fund balancesStart of year $53,676,599$49,666,481

X-33 Total liabilities and net assetsStart of year $68,814,188$61,473,788

Part XI · Reconciliation of net assets $49,666,481 net assets at year end

XI-1 Total revenue$72,178,986

XI-2 Total expenses$77,450,565

XI-3 Revenue less expenses−$5,271,579

XI-4 Net assets at start of year$53,676,599

XI-5 Net unrealized gains (losses) on investments$1,382,328

XI-9 Other changes in net assets−$120,867

XI-10 Net assets at end of year$49,666,481

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

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