Civic Intelligence

The Southwest Benefits Foundation

EIN 75-2374330 • 501(c)3 • Dallas, TX

Profile

The primary exempt purpose is to support educational activities of the southwest benefits association through the production of educational seminars in the areas of pension and welfare benefit plans.

10260 North Central Expwy Ste 285Dallas, TX 75231
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.7%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$374,267

Up $9,817 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$374,267

Up $9,817 (+2.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin58th percentile

Revenue

Up

$153,700

Up $23,174 (+18%) from 2023

Expenses

Up

$143,883

Up $87,137 (+154%) from 2023

Net Income

Down

$9,817

Down $63,963 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2011: $139,498Liabilities 2011: $0Net Assets 2011: $139,4982011Assets 2012: $130,169Liabilities 2012: $0Net Assets 2012: $130,1692012Assets 2013: $130,546Liabilities 2013: $0Net Assets 2013: $130,5462013Assets 2014: $166,850Liabilities 2014: $0Net Assets 2014: $166,8502014Assets 2015: $157,196Liabilities 2015: $0Net Assets 2015: $157,1962015Assets 2016: $175,155Liabilities 2016: $0Net Assets 2016: $175,1552016Assets 2017: $184,411Liabilities 2017: $0Net Assets 2017: $184,4112017Assets 2018: $139,808Liabilities 2018: $0Net Assets 2018: $139,8082018Assets 2019: $208,228Liabilities 2019: $0Net Assets 2019: $208,2282019Assets 2020: $229,712Liabilities 2020: $0Net Assets 2020: $229,7122020Assets 2021: $201,253Liabilities 2021: $0Net Assets 2021: $201,2532021Assets 2022: $290,670Liabilities 2022: $0Net Assets 2022: $290,6702022Assets 2023: $364,450Liabilities 2023: $0Net Assets 2023: $364,4502023Assets 2024: $374,267Liabilities 2024: $0Net Assets 2024: $374,2672024

Highlighted filing

2024

Assets$374,267
Liabilities$0
Net Assets$374,267
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $216,4522011Expenses 2012: $148,5992012Revenue 2013: $123,547Expenses 2013: $123,170Net Income 2013: $3772013Revenue 2014: $140,822Expenses 2014: $104,518Net Income 2014: $36,3042014Revenue 2015: $159,932Expenses 2015: $169,586Net Income 2015: -$9,6542015Revenue 2016: $140,852Expenses 2016: $122,893Net Income 2016: $17,9592016Revenue 2017: $140,175Expenses 2017: $130,919Net Income 2017: $9,2562017Revenue 2018: $139,671Expenses 2018: $184,274Net Income 2018: -$44,6032018Revenue 2019: $114,755Expenses 2019: $46,335Net Income 2019: $68,4202019Revenue 2020: $34,998Expenses 2020: $13,514Net Income 2020: $21,4842020Revenue 2021: $53,676Expenses 2021: $82,135Net Income 2021: -$28,4592021Revenue 2022: $178,566Expenses 2022: $89,149Net Income 2022: $89,4172022Revenue 2023: $130,526Expenses 2023: $56,746Net Income 2023: $73,7802023Revenue 2024: $153,700Expenses 2024: $143,883Net Income 2024: $9,8172024

Highlighted filing

2024

Revenue$153,700
Expenses$143,883
Net Income$9,817
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$374,267
Liabilities
$0
Net assets
$374,267
Revenue
$153,700
Expenses
$143,883
Net income
$9,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$1.54$1.44$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$1.31$0.57$0.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$1.79$0.89$0.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.54$0.82$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.35$0.14$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$1.15$0.46$0.68
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$1.40$1.84$0.45
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$1.40$1.31$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$1.41$1.23$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.60$1.70$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.41$1.05$0.36
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$1.24$1.23$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$1.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$2.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$178,566
Mission and Program Overview

Mission

The primary exempt purpose is to support educational activities of the southwest benefits association through the production of educational seminars in the areas of pension and welfare benefit plans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$53,463$142,879▲ $89,416
Savings and Temporary Cash Investments$7,790$7,791▲ $1
Total Assets$201,253$290,670▲ $89,417
Other Assets Total$140,000$140,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$201,253$290,670▲ $89,417
Total Net Assets Fund Balance$201,253$290,670▲ $89,417
Total Liabilities and Net Assets / Fund Balance$201,253$290,670▲ $89,417

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$140,000--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Geoff ZenickPast President
Courtney StroopePresident
Jeremy ColbyPresident Elect
Alison SulenticDirector
Ann KirbyDirector
Barbi PearsonDirector
Brad OxfordDirector
Christi HensonDirector
Coker RoswellDirector
Judy BurdgDirector
Kerri FranzDirector
Lisa CummingsDirector
Mary Ann RootDirector
Michelle BeckfordDirector
Rhonda WilsonDirector
Sharon PhilpottDirector
Susan SaegerDirector
Teah CorleyDirector
Marianne FazenExecutive Director
Becky HallSecretary
Jason MotterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$169,505
Program Service Revenue
$9,060
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$89,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,149
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$85,760--$85,760
Advertising$1,500--$1,500
Fees for Services Accounting$1,250--$1,250
Office Expenses-$639-$639
Total Functional Expenses$88,510$639$0$89,149
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
Lobbying activity
No
Subject to proxy tax
No
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 foundation contracts directly with the association management company southwest management llc to perform all administrative duties for the organization. As 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, principal officer, or member of 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, financial statements, and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Southwest Benefits Foundation
EIN
75-2374330
Address
10260 NORTH CENTRAL EXPWY STE 285, DALLAS, TX 75231

Signing Officer

Name
Marianne Fazen
Title
Executive Direc
Phone
2143823035
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
25

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 461 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PRIMARY EXEMPT PURPOSE IS TO SUPPORT EDUCATIONAL ACTIVITIES OF THE SOUTHWEST BENEFITS ASSOCIATION THROUGH THE PRODUCTION OF EDUCATIONAL SEMINARS IN THE AREAS OF PENSION AND WELFARE BENEFIT PLANS.
IRS990/AdvertisingGrp/ProgramServicesAmt01500
IRS990/AdvertisingGrp/TotalAmt01500
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IRS990/BooksInCareOfDetail/PhoneNum02143823035
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010260 NORTH CENTRAL EXPWY
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075231
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt053463
IRS990/CashNonInterestBearingGrp/EOYAmt0142879
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0169505
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt089149
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09060
IRS990/CYRevenuesLessExpensesAmt089417
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt089149
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0178566
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0IRS FALL TECHNICAL CONFERENCE, PLAN SKILLS WORKSHOP,ANNUAL CONFERENCE,BENEFITS FORUM - APPOXIMATELY 900 - 1000 PEOPLE ATTENDED THESE CONFERENCES SPONSORED WITH IRS EP/EO DALLAS KEY DISTRICT AND OTHERS.
IRS990/DescribedInSection501c3Ind0true
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt088510
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01250
IRS990/FeesForServicesAccountingGrp/TotalAmt01250
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt085760
IRS990/FeesForServicesManagementGrp/TotalAmt085760
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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/TitleTxt15PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT ELECT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHWEST BENEFITS FOUNDATION CONTRACTS DIRECTLY WITH THE ASSOCIATION MANAGEMENT COMPANY SOUTHWEST MANAGEMENT LLC TO PERFORM ALL ADMINISTRATIVE DUTIES FOR THE ORGANIZATION. AS 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, PRINCIPAL OFFICER, OR MEMBER OF 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, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC 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
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