Civic Intelligence

Southwest Benefits Association

990 • Fiscal year 2021 • EIN 74-1499890

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 15, 2022

Organization ProfileWWW.SWBA.ORG
10260 North Central Expwy Ste 285Dallas, TX 75231

(214) 382-3035

Siviq Scores

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

Liabilities / Assets

98th percentile

1.54x

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

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

Liabilities / Revenue

97th percentile

1.03x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

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

Asset Growth

84th percentile

41%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets98th percentile

Assets

Flat

$90,955

Flat from 2021

Net Assets

Flat

-$49,045

Flat from 2021

Liabilities

Flat

$140,000

Flat from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin8th percentile

Revenue

Flat

$135,606

Flat from 2021

Expenses

Flat

$209,141

Flat from 2021

Net Income

Flat

-$73,535

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th 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 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

2021

Assets$90,955
Liabilities$140,000
Net Assets-$49,045
Open 2021 Filing

Operations Trend

Revenue Growth15th 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 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

2021

Revenue$135,606
Expenses$209,141
Net Income-$73,535
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 15, 2022
Return Version
2021v4.2
Gross Receipts
$135,606
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$59,038$85,503▲ $26,465
Savings and Temporary Cash Investments$5,452$5,452→ $0
Total Assets$64,490$90,955▲ $26,465
Liabilities
Other Liabilities$40,000$140,000▲ $100,000
Total Liabilities$40,000$140,000▲ $100,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,490$-49,045▼ $73,535
Total Net Assets Fund Balance$24,490$-49,045▼ $73,535
Total Liabilities and Net Assets / Fund Balance$64,490$90,955▲ $26,465
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Rance BussPast President
Geoff ZenickPresident
Courtney StroopePresident Elect
Alison SulenticDirector
Ann KirbyDirector
Brian NaiserDirector
Christopher BeineckeDirector
Clare BaarlaerDirector
Crystal YarbroughDirector
David PostDirector
Janet DelgadoDirector
Jason MotterDirector
Jim BrownDirector
Kimberly BowenDirector
Lauren BumpDirector
Richard BrownDirector
Robert PeschDirector
Stefan SmithDirector
Susan SaegerDirector
Marianne FazenExecutive Director
Becky HallSecretary
Jeremy ColbyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest ManagementMgmt Fees11520 N CENTRAL EXPWY201, Dallas, TX 75243$149,816
Revenue and Support

Revenue Composition

Contributions and Grants
$77,370
Program Service Revenue
$58,235
Investment Income
$1
Other Revenue
$0
All Other Contributions
$27,000
Change in Net Assets
$-73,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,141
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---$149,816
Conferences and Meetings---$20,738
Office Expenses---$11,274
Advertising---$6,000
Information Technology---$4,900
All Other Expenses---$4,514
Insurance---$4,313
Other Expenses$1,999$3,482-$3,482
Fees for Services Accounting---$1,250
Travel---$777
Total Functional Expenses$0$0$0$209,141
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
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
2022-09-15
Discuss with paid preparer
Yes

Organization Details

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

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 454 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt06000
IRS990/AllOtherContributionsAmt027000
IRS990/AllOtherExpensesGrp/TotalAmt04514
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
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt059038
IRS990/CashNonInterestBearingGrp/EOYAmt085503
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt020738
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0149816
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt011520 N CENTRAL EXPWY201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd075243
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0SOUTHWEST MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc0MGMT FEES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt077370
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt0209141
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt058235
IRS990/CYRevenuesLessExpensesAmt0-73535
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0209141
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0135606
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/ExpenseAmt0186595
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/FeesForServicesManagementGrp/TotalAmt0149816
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0KIMBERLY BOWEN
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTOPHER BEINECKE
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3LAUREN BUMP
IRS990/Form990PartVIISectionAGrp/PersonNm4ANN KIRBY
IRS990/Form990PartVIISectionAGrp/PersonNm5STEFAN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6ALISON SULENTIC
IRS990/Form990PartVIISectionAGrp/PersonNm7JASON MOTTER
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN SAEGER
IRS990/Form990PartVIISectionAGrp/PersonNm9CLARE BAARLAER
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT PESCH
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID POST
IRS990/Form990PartVIISectionAGrp/PersonNm13CRYSTAL YARBROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm14BRIAN NAISER
IRS990/Form990PartVIISectionAGrp/PersonNm15JANET DELGADO
IRS990/Form990PartVIISectionAGrp/PersonNm16GEOFF ZENICK
IRS990/Form990PartVIISectionAGrp/PersonNm17RANCE BUSS
IRS990/Form990PartVIISectionAGrp/PersonNm18JEREMY COLBY
IRS990/Form990PartVIISectionAGrp/PersonNm19COURTNEY STROOPE
IRS990/Form990PartVIISectionAGrp/PersonNm20BECKY HALL
IRS990/Form990PartVIISectionAGrp/PersonNm21MARIANNE FAZEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
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/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0135606
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt04900
IRS990/InsuranceGrp/TotalAmt04313
IRS990/InvestmentIncomeGrp/ExclusionAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt050370
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt024490
IRS990/NetAssetsOrFundBalancesEOYAmt0-49045
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt024490
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-49045
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt011274
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AWARDS
IRS990/OtherExpensesGrp/Desc1CONTINUING EDUCATION
IRS990/OtherExpensesGrp/Desc2CONFERENCE APPS
IRS990/OtherExpensesGrp/Desc3BOARD MEETINGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03482
IRS990/OtherExpensesGrp/ProgramServicesAmt0100
IRS990/OtherExpensesGrp/ProgramServicesAmt1-22
IRS990/OtherExpensesGrp/ProgramServicesAmt21999
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt1-22
IRS990/OtherExpensesGrp/TotalAmt21999
IRS990/OtherExpensesGrp/TotalAmt33482
IRS990/OtherLiabilitiesGrp/BOYAmt040000
IRS990/OtherLiabilitiesGrp/EOYAmt0140000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt058235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt058235
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0137725
IRS990/PYInvestmentIncomeAmt028
IRS990/PYOtherExpensesAmt0286266
IRS990/PYProgramServiceRevenueAmt086340
IRS990/PYRevenuesLessExpensesAmt0-62173
IRS990/PYTotalExpensesAmt0286266
IRS990/PYTotalRevenueAmt0224093
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-73535
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05452
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05452
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0140000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN FROM SWBA FOUNDATION
IRS990ScheduleD/TotalLiabilityAmt0140000
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 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST BENEFITS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752374330
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011520 N CENTRAL EXPWY STE 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd075243
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt064490
IRS990/TotalAssetsEOYAmt090955
IRS990/TotalAssetsGrp/BOYAmt064490
IRS990/TotalAssetsGrp/EOYAmt090955
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt077370
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0209141
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040000
IRS990/TotalLiabilitiesEOYAmt0140000
IRS990/TotalLiabilitiesGrp/BOYAmt040000
IRS990/TotalLiabilitiesGrp/EOYAmt0140000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt024490
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-49045

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$90,955
Liabilities
$140,000
Net assets
-$49,045
Revenue
$135,606
Expenses
$209,141
Net income
-$73,535
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
2021Detailed filing. Detailed filing data is available for this year.$0.91$1.40$0.49$1.36$2.09$0.74
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