Civic Intelligence

South West Transit Association

990 • Fiscal year 2014 • EIN 74-2150101

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 17, 2015

361 Ironstone Rd76028

(615) 390-6863

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.01x

Higher debt load relative to revenue than 55% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

54th percentile

4.2%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

8.4%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

3.0%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Up

$326,992

Up $25,296 (+8.4%) from 2013

Net Assets

Up

$322,457

Up $20,761 (+6.9%) from 2013

Liabilities

Up

$4,535

Up $4,535 from 2013

Revenue

$493,654

No earlier filing loaded for comparison.

Expenses

Up

$472,893

Up $18,847 (+4.2%) from 2013

Net Income

$20,761

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$326,992
Liabilities$4,535
Net Assets$322,457

Operations Trend

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

2014

Revenue$493,654
Expenses$472,893
Net Income$20,761
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$494,994
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
Rtn Earn Endowment Incm Other Fnds$301,696$322,457▲ $20,761
Savings and Temporary Cash Investments$210,708$273,878▲ $63,170
Cash and Non-Interest-Bearing Accounts$58,701$31,426▼ $27,275
Intangible Assets$23,149$18,189▼ $4,960
Accounts Receivable$5,453$0▼ $5,453
Land, Buildings, and Equipment, Net$3,685$3,499▼ $186
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$301,696$326,992▲ $25,296
Other Assets Total-$0-
Liabilities
Other Liabilities-$4,535-
Total Liabilities$0$4,535▲ $4,535
Net Assets / Fund Balance
Total Net Assets Fund Balance$301,696$322,457▲ $20,761
Total Liabilities and Net Assets / Fund Balance$301,696$326,992▲ $25,296

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,499$2,445$5,944
Other Land Buildings-$572$572
Compensation and Service Providers

Board Members and Trustees

NameTitle
R E Tuck DuncanPresident
Ken SavageVice President
Steve BantaVice President
Amber BlakeDirector
Debbie McglassonDirector
Dinero WashingtonDirector
Eric GleasonDirector
Huelon HarrisonDirector
Jeannie McmillanDirector
Jeff ArndtDirector
Joel GardnerDirector
John HendricksonDirector
Jon BulthuisDirector
Katrina HeinekingDirector
Robert MowatDirector
Ryan LarsenDirector
Will JonesDirector
Richard RuddellImmdt Past Pres
Sarah CookSect/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,250
Program Service Revenue
$414,664
Investment Income
$382
Other Revenue
$5,358
All Other Contributions
$73,250
Change in Net Assets
$20,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$343,884
Salaries, Compensation, and Employee Benefits$129,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$232,448
Other Salaries and Wages---$120,037
Travel---$34,380
Fees for Services Other---$27,825
Occupancy---$10,638
Payroll Taxes---$8,972
Depreciation Depletion---$6,155
All Other Expenses---$3,457
Other Expenses---$1,345
Office Expenses---$501
Total Functional Expenses$0$0$0$472,893
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,340
Fundraising Gross Income$375
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
Bank Overdraft$3,935
Payroll Liabilities$598
Rounding$2
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually each board of director memeber is required to sign the conflict of interest policy

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

EIN
74-2150101
Phone
6153906863

Signing Officer

Name
Ken Savage
Title
President
Signed
2015-02-17
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
TX
Voting Board Members
19
Independent Board Members
19
Employees
2

Preparer

Preparer
Glen D Wilson
Phone
9728782611
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMDT PAST PRES
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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/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
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IRS990/FundraisingGrossIncomeAmt0375
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0494994
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt023149
IRS990/IntangibleAssetsGrp/EOYAmt018189
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0382
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0382
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03017
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03685
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03499
IRS990/LandBldgEquipCostOrOtherBssAmt06516
IRS990/LegalDomicileStateCd0TX
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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
IRS990/NetAssetsOrFundBalancesBOYAmt0301696
IRS990/NetAssetsOrFundBalancesEOYAmt0322457
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-965
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt010638
IRS990/OfficeExpensesGrp/TotalAmt0501
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1CREDIT CARD/BANK CHARGES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt015524
IRS990/OtherExpensesGrp/TotalAmt18115
IRS990/OtherExpensesGrp/TotalAmt23496
IRS990/OtherExpensesGrp/TotalAmt31345
IRS990/OtherLiabilitiesGrp/EOYAmt04535
IRS990/OtherRevenueMiscGrp/BusinessCd0516110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06323
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06323
IRS990/OtherRevenueTotalAmt06323
IRS990/OtherSalariesAndWagesGrp/TotalAmt0120037
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt08972
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/BusinessCd2519100
IRS990/ProgramServiceRevenueGrp/Desc0FEES: EXHIBITS
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2REG FEES:SEMINARS/MTGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1200209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2171587
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1200209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2171587
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt052400
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0502
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0347126
IRS990/PYOtherRevenueAmt02868
IRS990/PYProgramServiceRevenueAmt0387999
IRS990/PYRevenuesLessExpensesAmt0-10277
IRS990/PYSalariesCompEmpBnftPaidAmt0106920
IRS990/PYTotalExpensesAmt0454046
IRS990/PYTotalRevenueAmt0443769
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt020761
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0301696
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0322457
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0210708
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0273878
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03499
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02445
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05944
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0572
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0572
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03935
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1598
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BANK OVERDRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03499
IRS990ScheduleD/TotalLiabilityAmt04535
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 MEMEBER 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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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