PHILANTHROPY SOUTHWEST Charity Report

Public IRS 990 nonprofit record

PHILANTHROPY SOUTHWEST

EIN 51-0163529 · Philanthropy, Voluntarism & Grantmaking Foundations (T00C)

What they do

FOSTER MEANINGFUL PHILANTHROPY and TRUSTED RELATIONSHIPS THAT IMPACT THE SOUTHWEST REGIONS PEOPLE, COMMUNITIES, and MOST PRESSING ISSUES.PHILANTHROPY SOUTHWEST (PSW) MEMBERSHIP is ABOUT VALUABLE CONNECTIONS and LEADING-EDGE LEARNING THAT RESULT IN STRONGER PHILANTHROPY, BOTH WITHIN YOUR FOUNDATION and ACROSS OUR REGION. THE CHALLENGES THAT PEOPLE and COMMUNITIES IN OUR REGION FACE ARE MANY and UNIQUE, and AT PSW WE BELIEVE THAT PHILANTHROPY, WHEN DONE WELL, CAN BE A HUGE PART of THE SOLUTION. THATS WHY WE BRING TOGETHER MANY of THE MOST TALENTED, PASSIONATE, and DIVERSE PHILANTHROPIC LEADERS IN THE REGION, to LEARN FROM EACH OTHER and HELP EACH OTHER GROW. OUR MEMBERS TELL US THAT WHAT THEY VALUE MOST ABOUT PSW is RELATIONSHIPS, PROFESSIONAL LEARNING, FOCUS ON THE SOUTHWEST, ADVOCACY, INNOVATION, and DIVERSITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

67.59%of revenue went to mission work71.9% of expenses · Program services

15.05%of revenue went to fundraising16.0% of expenses

$94.01spent for every $100 of revenueRevenue covered expenses this year.

11.37%of revenue went to management and office costs12.1% of expenses

$1.22in assets for every $1 spent this yearSome assets cannot be spent right away.

66.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $260,960 for ANTHONY FUNDARO (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,325,710

Mission workProgram services$1,572,00667.59% of revenue71.9% of expenses

ManagementOffice and general costs$264,40111.37% of revenue12.1% of expenses

FundraisingAsking for donations$350,07015.05% of revenue16.0% of expenses

Revenue left after expensesReported annual surplus$139,2335.99% of revenueShown in gray on the chart

Total expenses$2,186,47794.01% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 71.9% mission · 12.1% management · 16.0% fundraisingTotal expenses: 94.01% of revenue

2023Expense mix: 76.5% mission · 14.8% management · 8.7% fundraisingTotal expenses: 86.81% of revenue

2022Expense mix: 69.8% mission · 22.8% management · 7.4% fundraisingTotal expenses: 88.16% of revenue

2021Expense mix: 70.3% mission · 19.4% management · 10.3% fundraisingTotal expenses: 111.75% of revenue

2020Expense mix: 63.9% mission · 23.2% management · 12.9% fundraisingTotal expenses: 84.60% of revenue

2019Expense mix: 69.8% mission · 22.0% management · 8.2% fundraisingTotal expenses: 110.72% of revenue

2018Expense mix: 62.0% mission · 36.4% management · 1.5% fundraisingTotal expenses: 93.35% of revenue

2017Expense mix: 65.3% mission · 33.3% management · 1.5% fundraisingTotal expenses: 87.09% of revenue

Money in and money out

Revenue$2,325,710

Expenses$2,186,477

Annual surplus $139,233 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,572,006 · 71.9% of expenses

Management and office costs$264,401 · 12.1% of expenses

Fundraising$350,070 · 16.0% of expenses

See all reported dollar amounts

Revenue$2,325,710

Expenses$2,186,477

Assets$2,671,388

Income$2,498,723

Contributions$1,554,047

Mission work (program services)$1,572,006

Fundraising$350,070

Management and general$264,401

Stocks and bonds$1,989,080

Accounting fees$54,999

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ANTHONY FUNDAROPRESIDENT/CEO · 40 hrs/week $260,960Base $203,426 · Other $57,534

MALLORY DRIGGERSEXECUTIVE VICE PRESIDENT · 40 hrs/week $152,248Base $140,087 · Other $12,161

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

ANTHONY FUNDAROPRESIDENT/CEO

MALLORY DRIGGERSEXECUTIVE VICE PRESIDENT

TRACEY STEWARTBOARD MEMBER

ABEL WURMNESTBOARD MEMBER

TERESA ROSEINCOMING CHAIR/BOARD MEMBER

STACEY EASTERLINGBOARD MEMBER

SHELLEY SWEATTBOARD MEMBER

RONALD LEWISBOARD MEMBER

ROBERT BURNSBOARD MEMBER

MICHAEL MARTINEZSECRETARY/BOARD MEMBER

KELLEY BARNESBOARD MEMBER

KATIE ROBBINSTREASURER/BOARD MEMBER

KATIE ALFORDBOARD MEMBER

HEATHER HOCKERBOARD MEMBER

FELICIA CHASE GOODMANCHAIR/BOARD MEMBER

CHRISTOPHER GOETTBOARD MEMBER

BRIAN JOSEPHBOARD MEMBER

AUSTIN DICKSONBOARD MEMBER

About this charity

Recognized since: January 1976
Location: 3000 PEGASUS PARK DRIVE 706, DALLAS, TX 752476204
County: Dallas
In care of: ANTHONY J FUNDARO
Primary officer: ANTHONY J FUNDARO, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@philanthropysouthwest.org Phone(214) 740-1787

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T00C)