Civic Intelligence

Southwestern Finance Association

EIN 76-0243244 • 501(c)3 • Rogers, AR

Rogers, AR
Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

51st percentile

2.3%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

64th percentile

6.1%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

9.3%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$190,175

Up $10,914 (+6.1%) from 2024

Liabilities

Up

$1,680

Up $1,680 from 2024

Net Assets

$188,495

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue71st percentileNet Margin51st percentile

Revenue

Up

$123,328

Up $10,504 (+9.3%) from 2024

Expenses

Down

$120,506

Down $38,472 (-24%) from 2024

Net Income

Up

$2,822

Up $48,976 (+106%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2011: $53,117Liabilities 2011: $02011Assets 2012: $38,198Liabilities 2012: $02012Assets 2013: $31,122Liabilities 2013: $02013Assets 2014: $43,465Liabilities 2014: $02014Assets 2015: $63,487Liabilities 2015: $02015Assets 2016: $84,393Liabilities 2016: $02016Assets 2017: $109,459Liabilities 2017: $02017Assets 2018: $130,495Liabilities 2018: $02018Assets 2019: $152,074Liabilities 2019: $02019Assets 2020: $177,281Liabilities 2020: $02020Assets 2021: $184,604Net Assets 2021: $184,6042021Assets 2022: $214,148Net Assets 2022: $214,1482022Assets 2023: $225,415Liabilities 2023: $02023Assets 2024: $179,261Liabilities 2024: $02024Assets 2025: $190,175Liabilities 2025: $1,680Net Assets 2025: $188,4952025

Highlighted filing

2025

Assets$190,175
Liabilities$1,680
Net Assets$188,495
Open 2025 Filing

Operations Trend

Revenue Growth63rd percentile

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

$200K$100K$0-$100KRevenue 2011: $33,289Expenses 2011: $47,381Net Income 2011: -$14,0922011Revenue 2012: $31,621Expenses 2012: $48,399Net Income 2012: -$16,7782012Revenue 2013: $32,204Expenses 2013: $39,280Net Income 2013: -$7,0762013Revenue 2014: $40,629Expenses 2014: $28,286Net Income 2014: $12,3432014Revenue 2015: $57,825Expenses 2015: $37,803Net Income 2015: $20,0222015Revenue 2016: $41,172Expenses 2016: $20,267Net Income 2016: $20,9052016Revenue 2017: $46,390Expenses 2017: $21,324Net Income 2017: $25,0662017Revenue 2018: $51,607Expenses 2018: $30,572Net Income 2018: $21,0352018Revenue 2019: $62,234Expenses 2019: $40,655Net Income 2019: $21,5792019Revenue 2020: $57,709Expenses 2020: $32,502Net Income 2020: $25,2072020Revenue 2021: $37,608Expenses 2021: $30,285Net Income 2021: $7,3232021Revenue 2022: $68,867Expenses 2022: $39,323Net Income 2022: $29,5442022Revenue 2023: $68,899Expenses 2023: $57,632Net Income 2023: $11,2672023Revenue 2024: $112,824Expenses 2024: $158,978Net Income 2024: -$46,1542024Revenue 2025: $123,328Expenses 2025: $120,506Net Income 2025: $2,8222025

Highlighted filing

2025

Revenue$123,328
Expenses$120,506
Net Income$2,822
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$190,175
Liabilities
$1,680
Net assets
$188,495
Revenue
$123,328
Expenses
$120,506
Net income
$2,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.02$1.88$1.23$1.21$0.03
2024Summary only. Only limited summary data is available for this year.$1.79$0.00$1.13$1.59$0.46
2023Summary only. Only limited summary data is available for this year.$2.25$0.00$0.69$0.58$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$2.14$0.69$0.39$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$1.85$0.38$0.30$0.07
2020Summary only. Only limited summary data is available for this year.$1.77$0.00$0.58$0.33$0.25
2019Summary only. Only limited summary data is available for this year.$1.52$0.00$0.62$0.41$0.22
2018Summary only. Only limited summary data is available for this year.$1.30$0.00$0.52$0.31$0.21
2017Summary only. Only limited summary data is available for this year.$1.09$0.00$0.46$0.21$0.25
2016Summary only. Only limited summary data is available for this year.$0.84$0.00$0.41$0.20$0.21
2015Summary only. Only limited summary data is available for this year.$0.63$0.00$0.58$0.38$0.20
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.41$0.28$0.12
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.32$0.39$0.07
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.32$0.48$0.17
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.33$0.47$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.0
Gross Receipts
$123,328
Mission and Program Overview

Mission

Annual conference where academic research is presented.

Annual conference at which academic research papers are presented

Program Services

DescriptionGrantsExpenses
Provide opportunities for members (including students) to network and discuss teaching and research-$97,750
Travel support for doctoral students to attend conference and present papers$0$16,500
Competitive research paper awards given to recognize outstanding papers presented at the conference-$6,255
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura Gonzalez AlanaImmediate Past President-$0--
Nacasius UjahPresident-$0--
John AdamsVice President - Local-$0--
Andrew LynchExecutive DirectorPT$0--
Jennifer BrodmannVice President - ProgramPT$0--
Reza HoustonVice President - Program Elect-$0--
Yuka NishikawaDirector-$0--
Vivek PandeyDirector-$0--
Seth HoelscherDirector-$0--
Collins OkaforDirector-$0--
Jeff WhitworthDirector-$0--
Renee Oyotode Epse AdebileDirector-$0--
Ran Lu-AndrewsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southwestern Finance Association
EIN
76-0243244
Phone
5738231545
Address
2702 S 24th Street, Rogers, AR 72758

Signing Officer

Name
Andrew Lynch
Title
Executive Director
Phone
5738231545
Signed
2025-10-13
Supplemental Narrative

Additional Explanations

Part II, Line 24

“Deposits at hotels for future conferences.”

Part II, Line 26

“Outstanding credit card debt”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Andrew Lynch
IRS990EZ/BooksInCareOfDetail/PhoneNum05738231545
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02702 S 24th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rogers
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd072758
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0179261
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0189175
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt011740
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02822
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt091901
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0190175
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022755
IRS990EZ/GrossReceiptsAmt0123328
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt05004
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034430
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0185673
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0188495
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0185673
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0188495
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Gonzalez Alana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nacasius Ujah
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrew Lynch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Brodmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Reza Houston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Yuka Nishikawa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Vivek Pandey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Seth Hoelscher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Collins Okafor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jeff Whitworth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Renee Oyotode Epse Adebile
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Ran Lu-Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President - Local
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President - Program
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President - Program Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06412
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Annual conference at which academic research papers are presented
IRS990EZ/PrintingPublicationsPostageAmt05850
IRS990EZ/ProgramServiceRevenueAmt072154
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Competitive research paper awards given to recognize outstanding papers presented at the conference
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide opportunities for members (including students) to network and discuss teaching and research
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Travel support for doctoral students to attend conference and present papers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06255
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt197750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01680
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120506
IRS990EZ/TotalProgramServiceExpensesAmt0120505
IRS990EZ/TotalRevenueAmt0123328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.swfinance.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt091900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0108319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0275607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09516
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96660
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0275607
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt091900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0108319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037608
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0275607
IRS990ScheduleA/TotalSupportAmt0285123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Deposits at hotels for future conferences.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Outstanding credit card debt
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Lynch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05738231545
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWESTERN FINANCE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0760243244
ReturnHeader/Filer/PhoneNum05738231545
ReturnHeader/Filer/USAddress/AddressLine1Txt02702 S 24th Street
ReturnHeader/Filer/USAddress/CityNm0Rogers
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072758
ReturnHeader/ReturnTs02025-10-13T22:38:36Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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