Civic Intelligence

South West Transit Association

990 • Fiscal year 2020 • EIN 74-2150101

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 05, 2021

1913 Country Club DrBaton Rouge, LA 70808

(615) 390-6863

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.01x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

41st percentile

-1.8%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-16%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$334,555

Down $11,029 (-3.2%) from 2019

Net Assets

Down

$330,184

Down $8,986 (-2.6%) from 2019

Liabilities

Down

$4,371

Down $2,043 (-32%) from 2019

Revenue

Down

$499,180

Down $97,174 (-16%) from 2019

Expenses

Down

$508,166

Down $49,563 (-8.9%) from 2019

Net Income

Down

-$8,986

Down $47,611 (-123%) from 2019

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

2020

Assets$334,555
Liabilities$4,371
Net Assets$330,184

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

2020

Revenue$499,180
Expenses$508,166
Net Income-$8,986
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 5, 2021
Return Version
2019v5.0
Gross Receipts
$499,180
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$339,170$330,184▼ $8,986
Savings and Temporary Cash Investments$288,696$276,233▼ $12,463
Cash and Non-Interest-Bearing Accounts$54,057$55,815▲ $1,758
Land, Buildings, and Equipment, Net$1,999$2,507▲ $508
Accounts Receivable$832$0▼ $832
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$345,584$334,555▼ $11,029
Other Assets Total-$0-
Liabilities
Other Liabilities$6,414$4,371▼ $2,043
Total Liabilities$6,414$4,371▼ $2,043
Net Assets / Fund Balance
Total Net Assets Fund Balance$339,170$330,184▼ $8,986
Total Liabilities and Net Assets / Fund Balance$345,584$334,555▼ $11,029

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,507$7,664$10,171
Other Land Buildings-$572$572
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joel GardnerChair
Jeff AmdtPast Chair
Dinero WashingtonVice Chair
Adam WaddellDirector
Greg NationDirector
Joe HardinDirector
Jorge Cruz-aledoDirector
Joshua PowersDirector
Laquita ThornleyDirector
Mitchell WolfeDirector
Re Tuck DuncanDirector
Richard MaxwellDirector
Shelly KregerDirector
Trisha NolenDirector
Chris BridgesAdministrator
Bill DevilleCEO
Dawn BlockCoordinator
Kendra McgeadySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$97,300
Program Service Revenue
$394,684
Investment Income
$641
Other Revenue
$6,555
All Other Contributions
$97,300
Change in Net Assets
$-8,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,597
Salaries, Compensation, and Employee Benefits$205,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$171,537
Conferences and Meetings---$169,526
Travel---$38,592
Other Employee Benefits---$19,200
Payroll Taxes---$14,832
Office Expenses---$13,780
Fees for Services Other---$7,831
Other Expenses---$5,410
Insurance---$4,473
All Other Expenses---$3,084
Depreciation Depletion---$696
Total Functional Expenses$0$0$0$508,166
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$4,370
Rounding$1
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
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 member 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

Filer Name
South West Transit Association
EIN
74-2150101
Phone
6153906863
Address
1913 COUNTRY CLUB DR, BATON ROUGE, LA 70808

Signing Officer

Name
Joel Gardner
Title
Chair
Signed
2021-02-05
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
18

Preparer

Firm
Ywrd Pc
Address
611 S Clay, Ennis, TX 75119
Preparer
Oscar Salinas CPA
Phone
9728782611
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt04473
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0641
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0641
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08236
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01999
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02507
IRS990/LandBldgEquipCostOrOtherBssAmt010743
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
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/NetAssetsOrFundBalancesBOYAmt0339170
IRS990/NetAssetsOrFundBalancesEOYAmt0330184
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt013780
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019200
IRS990/OtherExpensesGrp/Desc0CONTRACT LABOR - GENERAL
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2CREDIT CARD/BANK CHARGES-SWTA
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt038346
IRS990/OtherExpensesGrp/TotalAmt114820
IRS990/OtherExpensesGrp/TotalAmt26039
IRS990/OtherExpensesGrp/TotalAmt35410
IRS990/OtherLiabilitiesGrp/BOYAmt06414
IRS990/OtherLiabilitiesGrp/EOYAmt04371
IRS990/OtherRevenueMiscGrp/BusinessCd0516110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0300
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06255
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06555
IRS990/OtherRevenueTotalAmt06555
IRS990/OtherSalariesAndWagesGrp/TotalAmt0171537
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt014832
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/RelatedOrExemptFuncIncomeAmt059800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1228537
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2106347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1228537
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2106347
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0113900
IRS990/PYInvestmentIncomeAmt0204
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0332101
IRS990/PYOtherRevenueAmt053666
IRS990/PYProgramServiceRevenueAmt0428584
IRS990/PYRevenuesLessExpensesAmt038625
IRS990/PYSalariesCompEmpBnftPaidAmt0225628
IRS990/PYTotalExpensesAmt0557729
IRS990/PYTotalRevenueAmt0596354
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-8986
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0499180
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0339170
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0330184
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0288696
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0276233
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02507
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07664
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010171
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0572
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0572
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04370
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02507
IRS990ScheduleD/TotalLiabilityAmt04371
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, 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0345584
IRS990/TotalAssetsEOYAmt0334555
IRS990/TotalAssetsGrp/BOYAmt0345584
IRS990/TotalAssetsGrp/EOYAmt0334555
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt097300
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0508166
IRS990/TotalGrossUBIAmt00

Document Assets

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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