Civic Intelligence

The Southwest Benefits Foundation

990 • Fiscal year 2014 • EIN 75-2374330

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
11520 North Central ExpresswayDallas, TX 75243

(214) 382-3035

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$166,850

Up $36,304 (+28%) from 2013

Net Assets

Up

$166,850

Up $36,304 (+28%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$140,822

Up $17,275 (+14%) from 2013

Expenses

Down

$104,518

Down $18,652 (-15%) from 2013

Net Income

Up

$36,304

Up $35,927 (+9530%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2014

Assets$166,850
Liabilities$0
Net Assets$166,850
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

2014

Revenue$140,822
Expenses$104,518
Net Income$36,304
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$140,822
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$62,589$98,855▲ $36,266
Savings and Temporary Cash Investments$67,957$67,995▲ $38
Total Assets$130,546$166,850▲ $36,304
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$130,546$166,850▲ $36,304
Total Net Assets Fund Balance$130,546$166,850▲ $36,304
Total Liabilities and Net Assets / Fund Balance$130,546$166,850▲ $36,304
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Scott WintonPast President
Carolyn ShellumPresident
Ted HoldenPresident Elect
David KeysDirector
Ed OleksiakDirector
Elizabeth CommonDirector
Eric SmithDirector
Henry TalaveraDirector
Lauren ButlerDirector
Marshall CobbDirector
Mildred HaptonstallDirector
Patrick HajovskyDirector
Robyn BayneDirector
Russell Chapman EsqDirector
Teresa DuhonDirector
Theresa GrochowskyDirector
Thomas PohlmannDirector
Tyneeta MorrisDirector
Marianne FazenExecutive Director
Ed FinkSecretary
Shelly FisherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,010
Program Service Revenue
$15,765
Investment Income
$47
Other Revenue
$0
All Other Contributions
$124,710
Change in Net Assets
$36,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,518
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
Conferences and Meetings$33,143--$33,143
Office Expenses-$31,903-$31,903
Fees for Services Management$21,763--$21,763
Insurance-$3,119-$3,119
Information Technology$1,301--$1,301
Fees for Services Accounting$1,250--$1,250
Other Expenses$400$1,434-$400
Fees for Services Other-$288-$288
Travel$282--$282
Total Functional Expenses$67,774$36,744$0$104,518
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Marianne Fazen Owner Sw ManagementExecutive DirectorManagement Fees Paid to Southwest ManagementNo$21,763
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 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 organization's 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
11520 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75243

Signing Officer

Name
Marianne Fazen
Title
Executive Direc
Phone
2143823035
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Shellum
Formed
1991
Legal Domicile
TX
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Albright Hill and Sumpter PC
Address
105 Saint Marys St Suite 100, Rockwall, TX 75087
Preparer
Jennifer S Hill
Phone
9722705452
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE 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.
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IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3STORAGE
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IRS990/OtherExpensesGrp/ProgramServicesAmt1180
IRS990/OtherExpensesGrp/ProgramServicesAmt2400
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IRS990/OtherExpensesGrp/TotalAmt11434
IRS990/OtherExpensesGrp/TotalAmt2180
IRS990/OtherExpensesGrp/TotalAmt3400
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CAROLYN SHELLUM
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015765
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098475
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt097
IRS990/PYOtherExpensesAmt0123170
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt067957
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067995
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501C6
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWEST BENEFIT ASSOCIATION
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IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARIANNE FAZEN OWNER SW MANAGEMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt021763
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES PAID TO SOUTHWEST MANAGEMENT
IRS990/ScheduleORequiredInd0true
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 ORGANIZATION'S 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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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST BENEFITS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741499890
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011520 N CENTRAL EXPWY 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd075243
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,850
Liabilities
$0
Net assets
$166,850
Revenue
$140,822
Expenses
$104,518
Net income
$36,304
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
Peer Organizations

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