Civic Intelligence

Southwest Benefits Association

EIN 74-1499890 • 501(c)6 • Dallas, TX

Profile

The purpose of the association is to interchange information, advance knowledge and education, and foster sound principles, procedures, and practices in the field of employee pension and welfare benefit plans.

10260 North Central Expwy Ste 285Dallas, TX 75231

www.swba.org

Siviq Scores

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

Liabilities / Assets

98th percentile

2.99x

Higher debt load relative to assets than 98% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.69x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

66th percentile

8.7%

Higher net margin than 66% 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 2022

Asset Growth

47th percentile

-2.2%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$100,308

Down $2,250 (-2.2%) from 2023

Liabilities

Down

$299,952

Down $40,048 (-12%) from 2023

Net Assets

Up

-$199,644

Up $37,798 (+16%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin66th percentile

Revenue

Up

$433,780

Up $95,434 (+28%) from 2023

Expenses

Down

$395,982

Down $19,441 (-4.7%) from 2023

Net Income

Up

$37,798

Up $114,875 (+149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$400K$200K$0-$200K-$400KAssets 2011: $98,488Liabilities 2011: $0Net Assets 2011: $98,4882011Assets 2012: $119,627Liabilities 2012: $0Net Assets 2012: $119,6272012Assets 2013: $144,009Liabilities 2013: $0Net Assets 2013: $144,0092013Assets 2014: $144,733Liabilities 2014: $0Net Assets 2014: $144,7332014Assets 2015: $187,713Liabilities 2015: $0Net Assets 2015: $187,7132015Assets 2016: $146,722Liabilities 2016: $0Net Assets 2016: $146,7222016Assets 2017: $91,377Liabilities 2017: $0Net Assets 2017: $91,3772017Assets 2018: $96,530Liabilities 2018: $0Net Assets 2018: $96,5302018Assets 2019: $126,663Liabilities 2019: $40,000Net Assets 2019: $86,6632019Assets 2020: $64,490Liabilities 2020: $40,000Net Assets 2020: $24,4902020Assets 2021: $90,955Liabilities 2021: $140,000Net Assets 2021: -$49,0452021Assets 2022: $79,635Liabilities 2022: $240,000Net Assets 2022: -$160,3652022Assets 2023: $102,558Liabilities 2023: $340,000Net Assets 2023: -$237,4422023Assets 2024: $100,308Liabilities 2024: $299,952Net Assets 2024: -$199,6442024

Highlighted filing

2024

Assets$100,308
Liabilities$299,952
Net Assets-$199,644
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $397,2202011Revenue 2012: $427,265Expenses 2012: $406,126Net Income 2012: $21,1392012Revenue 2013: $453,473Expenses 2013: $429,091Net Income 2013: $24,3822013Revenue 2014: $514,794Expenses 2014: $514,070Net Income 2014: $7242014Revenue 2015: $417,729Expenses 2015: $374,749Net Income 2015: $42,9802015Revenue 2016: $448,952Expenses 2016: $489,943Net Income 2016: -$40,9912016Revenue 2017: $435,385Expenses 2017: $490,730Net Income 2017: -$55,3452017Revenue 2018: $506,046Expenses 2018: $500,893Net Income 2018: $5,1532018Revenue 2019: $464,998Expenses 2019: $474,865Net Income 2019: -$9,8672019Revenue 2020: $224,093Expenses 2020: $286,266Net Income 2020: -$62,1732020Revenue 2021: $135,606Expenses 2021: $209,141Net Income 2021: -$73,5352021Revenue 2022: $273,601Expenses 2022: $384,921Net Income 2022: -$111,3202022Revenue 2023: $338,346Expenses 2023: $415,423Net Income 2023: -$77,0772023Revenue 2024: $433,780Expenses 2024: $395,982Net Income 2024: $37,7982024

Highlighted filing

2024

Revenue$433,780
Expenses$395,982
Net Income$37,798
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
$100,308
Liabilities
$299,952
Net assets
-$199,644
Revenue
$433,780
Expenses
$395,982
Net income
$37,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$3.00$2.00$4.34$3.96$0.38
2023Summary only. Only limited summary data is available for this year.$1.03$3.40$2.37$3.38$4.15$0.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$2.40$1.60$2.74$3.85$1.11
2021Summary only. Only limited summary data is available for this year.$0.91$1.40$0.49$1.36$2.09$0.74
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.40$0.24$2.24$2.86$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.40$0.87$4.65$4.75$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$5.06$5.01$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$4.35$4.91$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$4.49$4.90$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$4.18$3.75$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$5.15$5.14$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$4.53$4.29$0.24
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$4.27$4.06$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$3.97
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$273,601
Mission and Program Overview

Mission

The purpose of the association is to interchange information, advance knowledge and education, and foster sound principles, procedures, and practices in the field of employee pension and welfare benefit plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$85,503$74,183▼ $11,320
Savings and Temporary Cash Investments$5,452$5,452→ $0
Total Assets$90,955$79,635▼ $11,320
Liabilities
Other Liabilities$140,000$240,000▲ $100,000
Total Liabilities$140,000$240,000▲ $100,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-49,045$-160,365▼ $111,320
Total Net Assets Fund Balance$-49,045$-160,365▼ $111,320
Total Liabilities and Net Assets / Fund Balance$90,955$79,635▼ $11,320
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Geoff ZenickPast President
Courtney StroopePresident
Jeremy ColbyPresident Elect
Alison SulenticDirector
Andy TyndallDirector
Ann KirbyDirector
Barbie PearsonDirector
Brad OxfordDirector
Christi HensonDirector
Coker RoswellDirector
Judy BurdgDirector
Kerri FranzDirector
Lisa CummingsDirector
Mary Ann RootDirector
Michelle BeckfordDirector
Rhonda WilsonDirector
Sharon PhilpottDirector
Susan SaegerDirector
Teah CorleyDirector
Marianne FazenExecutive Director
Becky HallSecretary
Jason MotterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$141,670
Program Service Revenue
$131,930
Investment Income
$1
Other Revenue
$0
All Other Contributions
$86,995
Change in Net Assets
$-111,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$384,921
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$165,073
Fees for Services Management---$141,523
Office Expenses---$32,800
Fees for Services Other---$12,650
Travel---$7,356
Information Technology---$6,209
Advertising---$6,169
Other Expenses$619$4,864-$4,864
Insurance---$4,523
Interest---$1,885
Fees for Services Accounting---$1,250
Total Functional Expenses$0$0$0$384,921
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Swba Foundation$140,000
Loan From Swm$100,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Southwest benefits association contracts directly with the association management company southwest management, llc to perform all administrative duties for the organization. As a part of the arrangement, southwest management, llc provides all overhead requirements including office space and computer services.”

Form 990 governing body review Part VI line 11

“The 990 is reviewed by the organizations executive director and shared with the audit and budget committee. After all questions are answered, the 990 is signed by the executive director.”

Conflict of interest policy compliance Part VI line 12C

“Any director, principle officer, or member of a committee with governing board delegated powers is required to disclose any potential conflicts of interest. The board has established guidelines set forth in the conflict of interest policy in addressing, determining, and resolving any such conflicts.”

Governing documents etc available to public Part VI line 19

“The bylaws are available online to the public. The financial statements and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Southwest Benefits Association
EIN
74-1499890
Address
10260 NORTH CENTRAL EXPWY STE 285, DALLAS, TX 75231

Signing Officer

Name
Marianne Fazen
Title
Executive Direc
Phone
2143823035
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
0

Preparer

Firm
Jennifer S Hill CPA PC
Address
105 Saint Marys Street Ste 100, Rockwall, TX 75087
Preparer
Jennifer S Hill
Phone
9722705452
Raw XML AppendixShowing 400 of 440 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
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IRS990/AdvertisingGrp/TotalAmt06169
IRS990/AllOtherContributionsAmt086995
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARIANNE FAZEN
IRS990/BooksInCareOfDetail/PhoneNum02143823035
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010260 NORTH CENTRAL EXPWY
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075231
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IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0141670
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt0384921
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IRS990/CYTotalRevenueAmt0273601
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IRS990/DeductibleArtContributionInd0false
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IRS990/DescribedInSection501c3Ind0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/ExpenseAmt0351378
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IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/FeesForServicesManagementGrp/TotalAmt0141523
IRS990/FeesForServicesOtherGrp/TotalAmt012650
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
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IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHWEST BENEFITS ASSOCIATION CONTRACTS DIRECTLY WITH THE ASSOCIATION MANAGEMENT COMPANY SOUTHWEST MANAGEMENT, LLC TO PERFORM ALL ADMINISTRATIVE DUTIES FOR THE ORGANIZATION. AS A PART OF THE ARRANGEMENT, SOUTHWEST MANAGEMENT, LLC PROVIDES ALL OVERHEAD REQUIREMENTS INCLUDING OFFICE SPACE AND COMPUTER SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE ORGANIZATIONS EXECUTIVE DIRECTOR AND SHARED WITH THE AUDIT AND BUDGET COMMITTEE. AFTER ALL QUESTIONS ARE ANSWERED, THE 990 IS SIGNED BY THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY DIRECTOR, PRINCIPLE OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE BOARD HAS ESTABLISHED GUIDELINES SET FORTH IN THE CONFLICT OF INTEREST POLICY IN ADDRESSING, DETERMINING, AND RESOLVING ANY SUCH CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BYLAWS ARE AVAILABLE ONLINE TO THE PUBLIC. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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