Civic Intelligence

The Southwest Benefits Foundation

990 • Fiscal year 2019 • EIN 75-2374330

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 01, 2020

Organization Profile
10260 North Central ExpwyDallas, TX 75231

(214) 382-3035

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$208,228

Up $68,420 (+49%) from 2018

Net Assets

Up

$208,228

Up $68,420 (+49%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Down

$114,755

Down $24,916 (-18%) from 2018

Expenses

Down

$46,335

Down $137,939 (-75%) from 2018

Net Income

Up

$68,420

Up $113,023 (+253%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$208,228
Liabilities$0
Net Assets$208,228
Open 2019 Filing

Operations Trend

Revenue Growth26th 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

2019

Revenue$114,755
Expenses$46,335
Net Income$68,420
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 1, 2020
Return Version
2019v5.1
Gross Receipts
$114,755
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$71,217$106,299▲ $35,082
Savings and Temporary Cash Investments$68,591$61,929▼ $6,662
Total Assets$139,808$208,228▲ $68,420
Other Assets Total-$40,000-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$139,808$208,228▲ $68,420
Total Net Assets Fund Balance$139,808$208,228▲ $68,420
Total Liabilities and Net Assets / Fund Balance$139,808$208,228▲ $68,420

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$40,000--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Robert BaynePast President
Brandon LongPresident
Ashley StokesPresident Elect
Aaron S MooreDirector
Clint CarltonDirector
Cory FittsDirector
Cristina JenningsDirector
Dara WanzerDirector
Geoff ZenickDirector
Janice GuymerDirector
Judy BircherDirector
Kyle HughesDirector
Mark MillerDirector
Melanie KroekerDirector
Michael MareshDirector
Patti HedgpethDirector
Quincy QuinlanDirector
Rance BussDirector
Shannon SchaulDirector
Marianne FazenExecutive Director
Richard BrownSecretary
Janet LaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,940
Program Service Revenue
$17,690
Investment Income
$1,125
Other Revenue
$0
All Other Contributions
$95,940
Change in Net Assets
$68,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,335
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$40,664--$40,664
Conferences and Meetings$3,900--$3,900
Fees for Services Legal$1,250--$1,250
Other Expenses-$626-$626
Office Expenses-$-105-$-105
Total Functional Expenses$45,814$521$0$46,335
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
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
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, DALLAS, TX 75231

Signing Officer

Name
Marianne Fazen
Title
Executive Direc
Phone
2143823035
Signed
2020-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Stokes
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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE 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/PrincipalOfficerNm0ASHLEY STOKES
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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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741499890
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011520 N CENTRAL EXPWY 201

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,228
Liabilities
$0
Net assets
$208,228
Revenue
$114,755
Expenses
$46,335
Net income
$68,420
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
2019Detailed filing. Detailed filing data is available for this year.$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