Civic Intelligence

The Southwest Benefits Foundation

990 • Fiscal year 2015 • EIN 75-2374330

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 05, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

28th percentile

-6.0%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$157,196

Down $9,654 (-5.8%) from 2014

Net Assets

Down

$157,196

Down $9,654 (-5.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin28th percentile

Revenue

Up

$159,932

Up $19,110 (+14%) from 2014

Expenses

Up

$169,586

Up $65,068 (+62%) from 2014

Net Income

Down

-$9,654

Down $45,958 (-127%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2015

Assets$157,196
Liabilities$0
Net Assets$157,196
Open 2015 Filing

Operations Trend

Revenue Growth67th 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

2015

Revenue$159,932
Expenses$169,586
Net Income-$9,654
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 5, 2016
Return Version
2015v2.1
Gross Receipts
$159,932
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$98,855$89,169▼ $9,686
Savings and Temporary Cash Investments$67,995$68,027▲ $32
Total Assets$166,850$157,196▼ $9,654
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$166,850$157,196▼ $9,654
Total Net Assets Fund Balance$166,850$157,196▼ $9,654
Total Liabilities and Net Assets / Fund Balance$166,850$157,196▼ $9,654
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Ed FinkPast President
Teresa DuhonPresident
Robyn BaynePresident Elect
Ashley StokesDirector
Clifton GilletteDirector
Clint CarltonDirector
Eric DysonDirector
Erica SwettDirector
Gena PerryDirector
Gwendolyn BryantDirector
Janet LaneDirector
Jessica MchargueDirector
Judy BircherDirector
Lori OliphantDirector
Mark BodronDirector
Michael MareshDirector
Richard BrownDirector
Shannon SchaulDirector
Vicki JonesDirector
Marianne FazenExecutive Director
Faye GodwinSecretary
Brandon LongTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Management LLCManagement Service11520 CENTRAL EXPWY, Dallas, TX 75243$102,589
Revenue and Support

Revenue Composition

Contributions and Grants
$133,768
Program Service Revenue
$26,125
Investment Income
$39
Other Revenue
$0
All Other Contributions
$133,768
Change in Net Assets
$-9,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,586
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$96,100--$96,100
Conferences and Meetings$27,987--$27,987
Office Expenses-$27,869-$27,869
Insurance-$3,352-$3,352
Fees for Services Accounting$1,250--$1,250
Travel$917--$917
Information Technology$676--$676
All Other Expenses$300--$300
Fees for Services Other-$119-$119
Other Expenses$9,752$36-$36
Total Functional Expenses$136,982$32,604$0$169,586
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$96,100
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 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
11520 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75243

Signing Officer

Name
Marianne Fazen
Title
Executive Direc
Phone
2143823035
Signed
2016-10-05
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
TX
Voting Board Members
21
Independent Board Members
21
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/TitleTxt0PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
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/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
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IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BOARD MEETINGS
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARIANNE FAZEN OWNER SW MANAGEMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXECUTIVE DIRECTOR
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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 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.

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,196
Liabilities
$0
Net assets
$157,196
Revenue
$159,932
Expenses
$169,586
Net income
-$9,654
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits