Civic Intelligence

Secured Finance Network Southwest

EIN 45-3360841 • 501(c)6 • Prosper, TX

Profile

To encourage, foster and promote the interests of those having a common interest in the commerce, business, trade, or profession of the corporate lending industry through professional development opportunities, publications, research, conferences, chapters and networking groups.

PO Box 1205Prosper, TX 75078-1205

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-74%

Higher net margin than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-20%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-57%

Faster revenue growth than 10% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$55,747

Down $14,021 (-20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$55,747

Down $14,021 (-20%) from 2020

Operations
Liabilities / Revenue51st percentileNet Margin9th percentile

Revenue

Down

$19,048

Down $24,749 (-57%) from 2020

Expenses

Down

$33,069

Down $54,570 (-62%) from 2020

Net Income

Up

-$14,021

Up $29,821 (+68%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2018: $57,833Liabilities 2018: $0Net Assets 2018: $57,8332018Assets 2019: $114,266Liabilities 2019: $0Net Assets 2019: $114,2662019Assets 2020: $69,768Liabilities 2020: $0Net Assets 2020: $69,7682020Assets 2021: $55,747Liabilities 2021: $0Net Assets 2021: $55,7472021

Highlighted filing

2021

Assets$55,747
Liabilities$0
Net Assets$55,747
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $128,284Expenses 2018: $101,293Net Income 2018: $26,9912018Revenue 2019: $116,490Expenses 2019: $55,935Net Income 2019: $60,5552019Revenue 2020: $43,797Expenses 2020: $87,639Net Income 2020: -$43,8422020Revenue 2021: $19,048Expenses 2021: $33,069Net Income 2021: -$14,0212021

Highlighted filing

2021

Revenue$19,048
Expenses$33,069
Net Income-$14,021
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,747
Liabilities
$0
Net assets
$55,747
Revenue
$19,048
Expenses
$33,069
Net income
-$14,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.19$0.33$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.44$0.88$0.44
2019Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$1.16$0.56$0.61
2018Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$1.28$1.01$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 15, 2022
Return Version
2021v4.2
Gross Receipts
$19,048
Mission and Program Overview

Mission

To encourage, foster and promote the interests of those having a common interest in the commerce, business, trade, or profession of the corporate lending industry through professional development opportunities, publications, research, conferences, chapters and networking groups.

Program Services

DescriptionGrantsExpenses
FACILITATING AND SPONSORING PROGRAMS THAT PROVIDE MEMBERS WITH EDUCATIONAL AND NETWORKING OPPORTUNITIES.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN FISHERPresident-$0--
KALGI GANATRATreasury/Secretary-$0--
AMY PATTONTreasury/Secretary (Part Year)-$0--
ELLEN SMITHImmediate Past President-$0--
TONY BANKSDirector-$0--
JOSEPH ACOSTADirector-$0--
DREW JAKUBEKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Secured Finance Network Southwest
EIN
45-3360841
Phone
2144031832
Address
PO BOX 1205, PROSPER, TX 75078-1205

Signing Officer

Name
Bryan Fischer
Title
Vice President
Phone
2144031832
Signed
2022-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
225 S 6TH ST 2300, MINNEAPOLIS, MN 55402
Preparer
Lawrence H Mohr CPA
Phone
6128764500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: miscellaneous. Amount: 786. Description: information technology. Amount: 5,686. Description: event fees. Amount: 10,495. Total to form 990-ez, line 16: 16,967.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: undeposited funds. Beg. Of year amount: 4,305. End of year amount: 4,305.”

Raw XML Appendix137 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02144031832
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013605 BROWNFIELD LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065463
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051442
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14021
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016102
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069768
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055747
IRS990EZ/GrossReceiptsAmt019048
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02830
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069768
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055747
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069768
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055747
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRYAN FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KALGI GANATRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY PATTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELLEN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TONY BANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSEPH ACOSTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DREW JAKUBEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURY/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURY/SECRETARY (PART YEAR)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04305
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04305
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016967
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE, FOSTER AND PROMOTE THE INTERESTS OF THOSE HAVING A COMMON INTEREST IN THE COMMERCE, BUSINESS, TRADE, OR PROFESSION OF THE CORPORATE LENDING INDUSTRY THROUGH PROFESSIONAL DEVELOPMENT OPPORTUNITIES, PUBLICATIONS, RESEARCH, CONFERENCES, CHAPTERS AND NETWORKING GROUPS.
IRS990EZ/ProgramServiceRevenueAmt016218
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FACILITATING AND SPONSORING PROGRAMS THAT PROVIDE MEMBERS WITH EDUCATIONAL AND NETWORKING OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt033069
IRS990EZ/TotalRevenueAmt019048
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS. AMOUNT: 786. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 5,686. DESCRIPTION: EVENT FEES. AMOUNT: 10,495. TOTAL TO FORM 990-EZ, LINE 16: 16,967.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNDEPOSITED FUNDS. BEG. OF YEAR AMOUNT: 4,305. END OF YEAR AMOUNT: 4,305.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02144031832
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SECURED FINANCE NETWORK SOUTHWEST
ReturnHeader/Filer/BusinessNameControlTxt0SECU
ReturnHeader/Filer/EIN0453360841
ReturnHeader/Filer/PhoneNum02144031832
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1205
ReturnHeader/Filer/USAddress/CityNm0PROSPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750781205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S 6TH ST 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06128764500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE H MOHR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-15T13:01:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISCHER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.