Civic Intelligence

Promotional Products Association Southwest

EIN 75-2055402 • 501(c)6 • McKinney, TX

Profile

The purpose of the association is to support the general welfare of the specialty advertising industry in the southwest region of the united states by providing services, such as industry education, statistical standards, and research programs, to improve its service to the public, to disseminate information about the industry, to support promotional products association international, and to engage in such other lawful trade association activities as the board of directors may determine.

2686 Briar TrailMcKinney, TX 75069

www.ppasw.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

55th percentile

3.2%

Higher net margin than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.0%

Faster asset growth than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-28%

Faster revenue growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$69,496

Up $3,927 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$69,496

Up $3,927 (+6.0%) from 2023

Revenue

Down

$122,846

Down $46,745 (-28%) from 2023

Expenses

Down

$118,919

Down $9,731 (-7.6%) from 2023

Net Income

Down

$3,927

Down $37,014 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $89,083Liabilities 2011: $02011Assets 2012: $95,092Liabilities 2012: $02012Assets 2013: $104,584Net Assets 2013: $104,5842013Assets 2014: $113,721Liabilities 2014: $42Net Assets 2014: $113,6792014Assets 2015: $111,386Liabilities 2015: $738Net Assets 2015: $110,6482015Assets 2016: $98,890Liabilities 2016: $6,883Net Assets 2016: $92,0072016Assets 2017: $76,450Liabilities 2017: $95Net Assets 2017: $76,3552017Assets 2018: $49,008Liabilities 2018: $516Net Assets 2018: $48,4922018Assets 2019: $37,373Net Assets 2019: $37,3732019Assets 2020: $26,404Net Assets 2020: $26,4042020Assets 2021: $26,790Net Assets 2021: $26,7902021Assets 2022: $24,627Net Assets 2022: $24,6272022Assets 2023: $65,569Liabilities 2023: $0Net Assets 2023: $65,5692023Assets 2024: $69,496Liabilities 2024: $0Net Assets 2024: $69,4962024

Highlighted filing

2024

Assets$69,496
Liabilities$0
Net Assets$69,496

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $82,328Expenses 2011: $78,502Net Income 2011: $3,8262011Revenue 2012: $77,583Expenses 2012: $71,574Net Income 2012: $6,0092012Revenue 2013: $78,530Expenses 2013: $69,038Net Income 2013: $9,4922013Revenue 2014: $89,396Expenses 2014: $80,301Net Income 2014: $9,0952014Revenue 2015: $96,712Expenses 2015: $99,743Net Income 2015: -$3,0312015Revenue 2016: $71,203Expenses 2016: $89,844Net Income 2016: -$18,6412016Revenue 2017: $56,126Expenses 2017: $71,778Net Income 2017: -$15,6522017Revenue 2018: $44,646Expenses 2018: $72,509Net Income 2018: -$27,8632018Revenue 2019: $69,119Expenses 2019: $79,972Net Income 2019: -$10,8532019Revenue 2020: $34,676Expenses 2020: $45,645Net Income 2020: -$10,9692020Revenue 2021: $55,634Expenses 2021: $55,248Net Income 2021: $3862021Revenue 2022: $79,507Expenses 2022: $81,670Net Income 2022: -$2,1632022Revenue 2023: $169,591Expenses 2023: $128,650Net Income 2023: $40,9412023Revenue 2024: $122,846Expenses 2024: $118,919Net Income 2024: $3,9272024

Highlighted filing

2024

Revenue$122,846
Expenses$118,919
Net Income$3,927

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.23$1.19$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.70$1.29$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.80$0.82$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.56$0.55$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.35$0.46$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.69$0.80$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.45$0.73$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.56$0.72$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.07$0.92$0.71$0.90$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.11$0.97$1.00$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.89$0.80$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.79$0.69$0.09
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.78$0.72$0.06
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.82$0.79$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$144,966
Mission and Program Overview

Mission

The purpose of the association is to support the general welfare of the speialty advertising industry in the southwest region of the United States by providing services, such as industry education, statistical standards, and research programs, to improve its service to the public, to disseminate information about the industry, to support Promotional Products Association International, and to engage in such other lawful trade association activities as the board of directors may determine.

See Schedule O

Program Services

DescriptionGrantsExpenses
See Schedule O-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Parker StephensImmediate Past President-$0--
Chad RizzoPresident-$0--
Sarah UnruhVice President-$0--
Tommy LewisSecretarytreasurer-$0--
Taylor AndersonDirector-$0--
Megan HernandezDirector-$0--
Colton CrockerDirector-$0--
Mike HicksDirector-$0--
Monica ScottDirector-$0--
Amy MazurDirector-$0--
Charmaine PoteetDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournam$17,476$17,476$779$16,697
Total Events$17,476$17,476$22,120$-4,644
Filing and Contact Details

Filer

Filer Name
Promotional Products Association Southwest
EIN
75-2055402
In Care Of
% Tommy Lewis
Phone
2142056431
Address
2686 Briar Trail, McKinney, TX 75069

Signing Officer

Name
Tommy Lewis
Title
SecretaryTreasurer
Phone
2142056431
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cerrato CPA LLC
Address
1800 Altacrest Drive, Grapevine, TX 76051
Preparer
Robert Mclean
Phone
7344172418
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountAvertising and Promotion 120Office Expense 6,925Travel 3,229Insurance 4,978Event Expenses 58,671Bank and CC Fees 3,667Professional Development 300Quick Book 1,181Dues and Subs 2,128Misc 2

General explanation attachment

Part III - Organizations Primary Exempt PurposeThe purpose of the association is to support the general welfare of the specialty advertising industry in the North Texas, Oklahoma, Arkansas & New Mexico regions of the United States by providing services, such as industry education, tradeshows, statistical standards, and research programs, to improve its service to the public, to disseminate information about the industry, and to engage in such other lawful trade association activities as the board of directors may determine... Part III, Line 28 - Statement of Program Service AccomplishmentsThe purpose of the association is to support the general welfare of the specialty advertising industry in the North Texas, Oklahoma, Arkansas & New Mexico regions of the United States by providing services, such as industry education, tradeshows, statistical standards, and research programs, to improve its service to the public, to disseminate information about the industry, and to engage in such other lawful trade association activities as the board of directors may determine.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part III - Organizations Primary Exempt PurposeThe purpose of the association is to support the general welfare of the specialty advertising industry in the North Texas, Oklahoma, Arkansas & New Mexico regions of the United States by providing services, such as industry education, tradeshows, statistical standards, and research programs, to improve its service to the public, to disseminate information about the industry, and to engage in such other lawful trade association activities as the board of directors may determine... Part III, Line 28 - Statement of Program Service AccomplishmentsThe purpose of the association is to support the general welfare of the specialty advertising industry in the North Texas, Oklahoma, Arkansas & New Mexico regions of the United States by providing services, such as industry education, tradeshows, statistical standards, and research programs, to improve its service to the public, to disseminate information about the industry, and to engage in such other lawful trade association activities as the board of directors may determine.
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