Civic Intelligence

South West Transit Association

EIN 74-2150101 • 501(c)6 • Baton Rouge, LA

Profile

Provide a community of education, communication, and advocacy in which members can strengthen their ability to provide public transportation services and products.

1913 Country Club DrBaton Rouge, LA 70808

www.swta.org

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

85th percentile

22%

Higher net margin than 85% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

86%

Faster asset growth than 97% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$353,566

Up $163,783 (+86%) from 2023

Liabilities

Down

$6,123

Down $23,533 (-79%) from 2023

Net Assets

Up

$347,443

Up $187,316 (+117%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin85th percentile

Revenue

Up

$845,897

Up $127,660 (+18%) from 2023

Expenses

Down

$658,581

Down $115,650 (-15%) from 2023

Net Income

Up

$187,316

Up $243,310 (+435%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$400K$300K$200K$100K$0Assets 2011: $252,131Liabilities 2011: $549Net Assets 2011: $251,5822011Assets 2012: $311,973Liabilities 2012: $0Net Assets 2012: $311,9732012Assets 2013: $301,696Liabilities 2013: $0Net Assets 2013: $301,6962013Assets 2014: $326,992Liabilities 2014: $4,535Net Assets 2014: $322,4572014Assets 2015: $326,759Liabilities 2015: $341Net Assets 2015: $326,4182015Assets 2016: $323,961Liabilities 2016: $585Net Assets 2016: $323,3762016Assets 2017: $298,583Liabilities 2017: $13,568Net Assets 2017: $285,0152017Assets 2018: $304,888Liabilities 2018: $4,343Net Assets 2018: $300,5452018Assets 2019: $345,584Liabilities 2019: $6,414Net Assets 2019: $339,1702019Assets 2020: $334,555Liabilities 2020: $4,371Net Assets 2020: $330,1842020Assets 2021: $282,006Liabilities 2021: $4,796Net Assets 2021: $277,2102021Assets 2022: $220,154Liabilities 2022: $4,033Net Assets 2022: $216,1212022Assets 2023: $189,783Liabilities 2023: $29,656Net Assets 2023: $160,1272023Assets 2024: $353,566Liabilities 2024: $6,123Net Assets 2024: $347,4432024

Highlighted filing

2024

Assets$353,566
Liabilities$6,123
Net Assets$347,443
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $451,514Expenses 2011: $399,710Net Income 2011: $51,8042011Expenses 2012: $463,7252012Expenses 2013: $454,0462013Revenue 2014: $493,654Expenses 2014: $472,893Net Income 2014: $20,7612014Revenue 2015: $452,351Expenses 2015: $448,390Net Income 2015: $3,9612015Revenue 2016: $421,418Expenses 2016: $397,476Net Income 2016: $23,9422016Revenue 2017: $428,647Expenses 2017: $467,008Net Income 2017: -$38,3612017Revenue 2018: $523,556Expenses 2018: $508,032Net Income 2018: $15,5242018Revenue 2019: $596,354Expenses 2019: $557,729Net Income 2019: $38,6252019Revenue 2020: $499,180Expenses 2020: $508,166Net Income 2020: -$8,9862020Revenue 2021: $321,475Expenses 2021: $374,449Net Income 2021: -$52,9742021Revenue 2022: $687,389Expenses 2022: $748,478Net Income 2022: -$61,0892022Revenue 2023: $718,237Expenses 2023: $774,231Net Income 2023: -$55,9942023Revenue 2024: $845,897Expenses 2024: $658,581Net Income 2024: $187,3162024

Highlighted filing

2024

Revenue$845,897
Expenses$658,581
Net Income$187,316
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,566
Liabilities
$6,123
Net assets
$347,443
Revenue
$845,897
Expenses
$658,581
Net income
$187,316
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.54$0.06$3.47$8.46$6.59$1.87
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.30$1.60$7.18$7.74$0.56
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.04$2.16$6.87$7.48$0.61
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.05$2.77$3.21$3.74$0.53
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.04$3.30$4.99$5.08$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.46$0.06$3.39$5.96$5.58$0.39
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.04$3.01$5.24$5.08$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.14$2.85$4.29$4.67$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.01$3.23$4.21$3.97$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.26$4.52$4.48$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.05$3.22$4.94$4.73$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$4.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$4.64
2011Summary only. Only limited summary data is available for this year.$2.52$0.01$2.52$4.52$4.00$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$845,897
Mission and Program Overview

Mission

Provide a community of education, communication, and advocacy in which members can strengthen their ability to provide public transportation services and products.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$178,429$222,384▲ $43,955
Cash and Non-Interest-Bearing Accounts$1,877$124,293▲ $122,416
Intangible Assets$5,855$4,328▼ $1,527
Land, Buildings, and Equipment, Net$3,622$2,561▼ $1,061
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$189,783$353,566▲ $163,783
Other Assets Total-$0-
Liabilities
Other Liabilities$29,656$6,123▼ $23,533
Total Liabilities$29,656$6,123▼ $23,533
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$160,127$347,443▲ $187,316
Total Net Assets Fund Balance$160,127$347,443▲ $187,316
Total Liabilities and Net Assets / Fund Balance$189,783$353,566▲ $163,783

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,561$3,434$5,995
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kendra McgeadyChair
Dinero WashingtonPast Chair
Chris MandrellVice President
Adam WaddellDirector
Craig CloudDirector
Dawn BlockDirector
Deborah BachDirector
Emily GuillDirector
Jessica Mefford-millerDirector
Liz CarterDirector
Maria TyneDirector
Mike MitchellDirector
Re Tuck DuncanDirector
Ryan LandersDirector
Shah N RemtullaDirector
Shannon BorstDirector
Vicente HuertaDirector
Heather DalmolinSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$156,075
Program Service Revenue
$677,544
Investment Income
$5,154
Other Revenue
$7,124
All Other Contributions
$156,075
Change in Net Assets
$187,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$443,084
Salaries, Compensation, and Employee Benefits$215,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$239,817
Other Salaries and Wages---$188,077
Travel---$48,510
Other Employee Benefits---$17,250
Other Expenses---$13,744
Office Expenses---$13,020
Fees for Services Other---$11,093
Payroll Taxes---$10,170
Insurance---$5,871
All Other Expenses---$5,578
Depreciation Depletion---$2,588
Total Functional Expenses$0$0$0$658,581
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$6,123
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 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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The association president reviews form 990 before signing. No other review is done”

Form 990, Part VI, Section B, Line 12C

“Annually each board of director member is required to sign the conflict of interest policy”

Form 990, Part VI, Section C, Line 19

“SOME DOCUMENTS ARE AVAILABLE ON SWTA'S WEB SITE (i.e. BY-LAWS, ETHICAL CONDUCT POLICY, ETC.). ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
South West Transit Association
EIN
74-2150101
Phone
6153906863
Address
1913 Country Club Dr, Baton Rouge, LA 70808

Signing Officer

Name
Kendra Mcgeady
Title
Chair
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kendra Mcgeady
Formed
1980
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
3

Preparer

Firm
Ywrd Pc
Address
611 S Clay, Ennis, TX 75119
Preparer
Joyce T Reeve CPA
Phone
9728782611
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
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IRS990/FormationYr01980
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE A COMMUNITY OF EDUCATION, COMMUNICATION, AND ADVOCACY IN WHICH MEMBERS CAN STRENGTHEN THEIR ABILITY TO PROVIDE PUBLIC TRANSPORTATION SERVICES AND PRODUCTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt013020
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
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IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR - GENERAL
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2CREDIT CARD/BANK CHARGES-SWTA
IRS990/OtherExpensesGrp/Desc3TELEPHONE
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IRS990/OtherExpensesGrp/TotalAmt126043
IRS990/OtherExpensesGrp/TotalAmt214374
IRS990/OtherExpensesGrp/TotalAmt313744
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IRS990/PrincipalOfficerNm0KENDRA MCGEADY
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IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2REG FEES:SEMINARS/MTGS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1314644
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06123
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
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IRS990ScheduleD/TotalLiabilityAmt06123
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION PRESIDENT REVIEWS FORM 990 BEFORE SIGNING. NO OTHER REVIEW IS DONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY EACH BOARD OF DIRECTOR MEMBER IS REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOME DOCUMENTS ARE AVAILABLE ON SWTA'S WEB SITE (i.e. BY-LAWS, ETHICAL CONDUCT POLICY, ETC.). ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceRevenueAmt0677544
IRS990/TotalRevenueGrp/ExclusionAmt05154

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