Civic Intelligence

Southwest Mortgagee Advisory

EIN 73-1715244 • 501(c)6 • Dallas, TX

Profile

To provide a forum for real estate professionals to meet and address current issues within the profession.

5949 Sherry Lane Suite 1500Dallas, TX 75225

swaconline.org

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 2024

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

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

Asset Growth

98th percentile

142%

Faster asset growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$102,650

Up $60,284 (+142%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$102,650

Up $60,284 (+142%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin81st percentile

Revenue

Up

$290,730

Up $76,405 (+36%) from 2023

Expenses

Down

$230,446

Down $4,043 (-1.7%) from 2023

Net Income

Up

$60,284

Up $80,448 (+399%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$150K$100K$50K$0Assets 2012: $29,648Net Assets 2012: $29,6482012Assets 2013: $48,373Net Assets 2013: $48,3732013Assets 2014: $71,423Liabilities 2014: $02014Assets 2015: $65,729Net Assets 2015: $65,7292015Assets 2016: $71,190Net Assets 2016: $71,1902016Assets 2017: $49,023Liabilities 2017: $02017Assets 2018: $63,566Net Assets 2018: $63,5662018Assets 2019: $93,211Net Assets 2019: $93,2112019Assets 2020: $89,277Net Assets 2020: $89,2772020Assets 2021: $85,232Net Assets 2021: $85,2322021Assets 2022: $62,530Net Assets 2022: $62,5302022Assets 2023: $42,366Liabilities 2023: $0Net Assets 2023: $42,3662023Assets 2024: $102,650Liabilities 2024: $0Net Assets 2024: $102,6502024

Highlighted filing

2024

Assets$102,650
Liabilities$0
Net Assets$102,650
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $81,553Expenses 2012: $59,504Net Income 2012: $22,0492012Revenue 2013: $55,375Expenses 2013: $36,650Net Income 2013: $18,7252013Revenue 2014: $78,923Expenses 2014: $55,873Net Income 2014: $23,0502014Revenue 2015: $168,675Expenses 2015: $174,369Net Income 2015: -$5,6942015Revenue 2016: $95,825Expenses 2016: $90,364Net Income 2016: $5,4612016Revenue 2017: $96,175Expenses 2017: $118,342Net Income 2017: -$22,1672017Revenue 2018: $159,260Expenses 2018: $144,717Net Income 2018: $14,5432018Revenue 2019: $171,002Expenses 2019: $141,357Net Income 2019: $29,6452019Revenue 2020: $225Expenses 2020: $4,159Net Income 2020: -$3,9342020Revenue 2021: $1,925Expenses 2021: $5,970Net Income 2021: -$4,0452021Revenue 2022: $180,035Expenses 2022: $202,737Net Income 2022: -$22,7022022Revenue 2023: $214,325Expenses 2023: $234,489Net Income 2023: -$20,1642023Revenue 2024: $290,730Expenses 2024: $230,446Net Income 2024: $60,2842024

Highlighted filing

2024

Revenue$290,730
Expenses$230,446
Net Income$60,284
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$102,650
Liabilities
$0
Net assets
$102,650
Revenue
$290,730
Expenses
$230,446
Net income
$60,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$2.91$2.30$0.60
2023Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$2.14$2.34$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$1.80$2.03$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.00$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.71$1.41$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.64$1.59$1.45$0.15
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$0.96$1.18$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.96$0.90$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.69$1.74$0.06
2014Summary only. Only limited summary data is available for this year.$0.71$0.00$0.79$0.56$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.55$0.37$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.82$0.60$0.22
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 7, 2022
Return Version
2021v4.0
Gross Receipts
$1,925
Mission and Program Overview

Mission

To provide a forum for real estate professionals to meet and address current issues within the profession.

Program Services

DescriptionGrantsExpenses
HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.-$1,000
HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL MONTEZPresident-$0--
TIM NUNUNImm. Past Pr-$0--
CHAD RICKSPast Preside-$0--
DALE BREMTreasurer-$0--
BRYANT SCOGINVice Preside-$0--
MICHAEL BACKMANSecretary-$0--
JENNIFER MASSEYMember At La-$0--
BRUCE MINCHEYMember At La-$0--
BRIAN ROBERTSONMember At La-$0--
PATRICK WEIMANMember At La-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Mortgagee Advisory
EIN
73-1715244
Phone
9724582900
Address
5949 SHERRY LANE SUITE 1500, DALLAS, TX 75225

Signing Officer

Name
Dale Brem
Title
Treasurer
Phone
4692481231
Signed
2022-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Pineider Ford & Associates Pllc
Address
2241 E CONTINENTAL BLVD STE 140, SOUTHLAKE, TX 76092-9782
Preparer
Paul J Pineider
Phone
8174103700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 1,000 bank fees 17 supplies 649 website 3,779 total 5,445”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,450 1,450 total 1,450 1,450”

Form 990-ez, Part III

“To provide a forum for real estate professionals to meet and address current issues within the profession.”

Form 990-ez, Part III, Line 31

“Hosted events for members allowing them to discuss current issues within the profession.”

Raw XML Appendix132 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SOUTHWEST MORTGAGEE ADVISORY
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0SOUTHWEST MORTGAGEE ADVISORY
IRS990EZ/BooksInCareOfDetail/PhoneNum04692782292
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05949 SHERRY LANE SUITE 1500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt05949 SHERRY LANE SUITE 1500
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075252
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087827
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083782
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01925
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4045
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089277
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085232
IRS990EZ/GrossReceiptsAmt01925
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089277
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085232
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089277
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085232
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL MONTEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM NUNUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHAD RICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DALE BREM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYANT SCOGIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL BACKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER MASSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRUCE MINCHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIAN ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PATRICK WEIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1IMM. PAST PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01450
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01450
IRS990EZ/OtherExpensesTotalAmt05445
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A FORUM FOR REAL ESTATE PROFESSIONALS TO MEET AND ADDRESS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05970
IRS990EZ/TotalProgramServiceExpensesAmt01000
IRS990EZ/TotalRevenueAmt01925
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SWACONLINE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 1,000 BANK FEES 17 SUPPLIES 649 WEBSITE 3,779 TOTAL 5,445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,450 1,450 TOTAL 1,450 1,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE A FORUM FOR REAL ESTATE PROFESSIONALS TO MEET AND ADDRESS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOSTED EVENTS FOR MEMBERS ALLOWING THEM TO DISCUSS CURRENT ISSUES WITHIN THE PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE BREM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04692481231
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST MORTGAGEE ADVISORY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0731715244
ReturnHeader/Filer/PhoneNum09724582900
ReturnHeader/Filer/USAddress/AddressLine1Txt05949 SHERRY LANE SUITE 1500
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263376450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINEIDER FORD & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02241 E CONTINENTAL BLVD STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760929782
ReturnHeader/PreparerPersonGrp/PhoneNum08174103700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J PINEIDER
ReturnHeader/ReturnTs02022-06-09T12:39:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DALE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BREM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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