Civic Intelligence

Southwest Benefits Association

990 • Fiscal year 2013 • EIN 74-1499890

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 09, 2014

Organization ProfileWWW.SWBA.ORG
11520 North Central Expressway75243

(214) 382-3035

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

58th percentile

5.4%

Higher net margin than 58% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

60th percentile

6.1%

Faster revenue growth than 60% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$144,009

Up $24,382 (+20%) from 2012

Net Assets

Up

$144,009

Up $24,382 (+20%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin58th percentile

Revenue

Up

$453,473

Up $26,208 (+6.1%) from 2012

Expenses

Up

$429,091

Up $22,965 (+5.7%) from 2012

Net Income

Up

$24,382

Up $3,243 (+15%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$144,009
Liabilities$0
Net Assets$144,009
Open 2013 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$453,473
Expenses$429,091
Net Income$24,382
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 9, 2014
Return Version
2013v3.1
Gross Receipts
$453,473
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$103,967$128,340▲ $24,373
Savings and Temporary Cash Investments$15,660$15,669▲ $9
Total Assets$119,627$144,009▲ $24,382
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$119,627$144,009▲ $24,382
Total Net Assets Fund Balance$119,627$144,009▲ $24,382
Total Liabilities and Net Assets / Fund Balance$119,627$144,009▲ $24,382
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Carolyn ShellumPresident
Ted HoldenPresident Elect
David KeysDirector
Ed OleksiakDirector
Elizabeth CommonDirector
Eric SmithDirector
Henry TalaveraDirector
Marshall CobbDirector
Mildred HaptonstallDirector
Patrick HajovskyDirector
Robyn BayneDirector
Scott WintonDirector
Teresa DuhonDirector
Theresa GrochowskyDirector
Thomas PohlmannDirector
Tyneeta MorrisDirector
Marianne FazenExecutive Director
Ed FinkSecretary
Shelly FisherTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest ManagementMgmt Fees-$224,650
Revenue and Support

Revenue Composition

Contributions and Grants
$208,923
Program Service Revenue
$244,530
Investment Income
$20
Other Revenue
$0
All Other Contributions
$74,100
Change in Net Assets
$24,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$429,091
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
Fees for Services Management---$224,650
Conferences and Meetings---$143,041
Office Expenses---$26,195
Other Expenses$13,018--$13,018
Information Technology---$6,302
Travel---$5,151
Insurance---$3,024
Fees for Services Accounting---$3,005
Occupancy---$300
Total Functional Expenses$0$0$0$429,091
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 organization's 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 dierctor, 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

EIN
74-1499890

Signing Officer

Name
Shelly Fisher
Title
Treasurer
Phone
2143823035
Signed
2014-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Shellum
Formed
1990
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Preparer
Jennifer S Hill
Phone
9722705452
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CAROLYN SHELLUM
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0244530
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0197747
IRS990/PYInvestmentIncomeAmt018
IRS990/PYOtherExpensesAmt0406126
IRS990/PYProgramServiceRevenueAmt0229500
IRS990/PYRevenuesLessExpensesAmt021139
IRS990/PYTotalExpensesAmt0406126
IRS990/PYTotalRevenueAmt0427265
IRS990/ReconcilationRevenueExpnssAmt024382
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015660
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015669
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 ORGANIZATION'S 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 DIERCTOR, 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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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0II
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode075243
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0453473
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0144009
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0119627
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0144009
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt018
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IRS990/WebsiteAddressTxt0WWW.SWBA.ORG
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,009
Liabilities
$0
Net assets
$144,009
Revenue
$453,473
Expenses
$429,091
Net income
$24,382
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • <$500k nonprofits