Civic Intelligence

Southwest Alliance for Excellence

EIN 86-0617604 • 501(c)3 • Phoenix, AZ

Profile

To empower organizations to pursue performance excellence, improve outcomes and contribute to the economic strength of their community and state.

Refreshing map…

4022 E Greenway Rd Ste 11 Pmb 318Phoenix, AZ 85032

www.swae.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

10th percentile

-91%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

89th percentile

$12,250

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 87.5% of source-year revenue.

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

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

88th percentile

66%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$0

Down $101,779 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

Up

$13,994

Up $8,896 (+174%) from 2023

Expenses

Down

$26,785

Down $4,809 (-15%) from 2023

Net Income

Up

-$12,791

Up $13,705 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $147,598Liabilities 2011: $93,6562011Assets 2012: $211,495Liabilities 2012: $99,6152012Assets 2013: $193,861Liabilities 2013: $84,4562013Assets 2014: $164,426Liabilities 2014: $61,0242014Assets 2015: $141,218Liabilities 2015: $53,2922015Assets 2016: $127,520Liabilities 2016: $61,9112016Assets 2017: $101,562Liabilities 2017: $48,2352017Assets 2018: $105,959Liabilities 2018: $56,2152018Assets 2019: $98,209Liabilities 2019: $40,288Net Assets 2019: $57,9212019Assets 2020: $90,262Liabilities 2020: $36,329Net Assets 2020: $53,9332020Assets 2021: $101,157Liabilities 2021: $29Net Assets 2021: $101,1282021Assets 2022: $127,442Liabilities 2022: $0Net Assets 2022: $127,4422022Assets 2023: $101,779Liabilities 2023: $8332023Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $155,620Expenses 2011: $109,808Net Income 2011: $45,8122011Revenue 2012: $190,907Expenses 2012: $132,968Net Income 2012: $57,9392012Revenue 2013: $138,738Expenses 2013: $141,214Net Income 2013: -$2,4762013Revenue 2014: $159,924Expenses 2014: $165,927Net Income 2014: -$6,0032014Revenue 2015: $131,213Expenses 2015: $146,689Net Income 2015: -$15,4762015Revenue 2016: $148,512Expenses 2016: $170,828Net Income 2016: -$22,3162016Revenue 2017: $176,274Expenses 2017: $188,556Net Income 2017: -$12,2822017Revenue 2018: $141,757Expenses 2018: $145,340Net Income 2018: -$3,5832018Revenue 2019: $146,309Expenses 2019: $138,132Net Income 2019: $8,1772019Revenue 2020: $67,549Expenses 2020: $71,537Net Income 2020: -$3,9882020Revenue 2021: $60,882Expenses 2021: $13,687Net Income 2021: $47,1952021Revenue 2022: $42,084Expenses 2022: $15,770Net Income 2022: $26,3142022Revenue 2023: $5,098Expenses 2023: $31,594Net Income 2023: -$26,4962023Revenue 2025: $13,994Expenses 2025: $26,785Net Income 2025: -$12,7912025

Highlighted filing

2025

Revenue$13,994
Expenses$26,785
Net Income-$12,791

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.14$0.27$0.13
2023Summary only. Only limited summary data is available for this year.$1.02$0.01$0.05$0.32$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.42$0.16$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.61$0.14$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.36$0.54$0.68$0.72$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.40$0.58$1.46$1.38$0.08
2018Summary only. Only limited summary data is available for this year.$1.06$0.56$1.42$1.45$0.04
2017Summary only. Only limited summary data is available for this year.$1.02$0.48$1.76$1.89$0.12
2016Summary only. Only limited summary data is available for this year.$1.28$0.62$1.49$1.71$0.22
2015Summary only. Only limited summary data is available for this year.$1.41$0.53$1.31$1.47$0.15
2014Summary only. Only limited summary data is available for this year.$1.64$0.61$1.60$1.66$0.06
2013Summary only. Only limited summary data is available for this year.$1.94$0.84$1.39$1.41$0.02
2012Summary only. Only limited summary data is available for this year.$2.11$1.00$1.91$1.33$0.58
2011Summary only. Only limited summary data is available for this year.$1.48$0.94$1.56$1.10$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Sep 5, 2025
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$13,994
Mission and Program Overview

Mission

Providing educational programs

To pursue performance excellence, improve outcomes and contribute to the economic strength of their community and state.

Program Services

DescriptionGrantsExpenses
CONFERENCE AND WORKSHOPS PROVIDING TRAINING OPPORTUNITIES TO ALL SECTORS OF BUSINESS INCLUDING GOVERNMENTAL DEPARTMENTS AND OTHER ORGANIZATIONS. THESE OFFERINGS ARE DESIGNED TO HELP BUSINESSES ACHIEVE OPERATIONAL IMPROVEMENTS.-$26,785
PERFORMANCE EXCELLENCE PROGRAM PROVIDES COMPANIES AND GOVERNMENTAL ORGANIZATIONS A FORUM FOR LEARNING AND SHARING PRINCIPLES RELATED TO THE BALDRIGE NATIONAL PROGRAM. THIS INCLUDES THE PERFORMANCE EXCELLENCE PROGRAM.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MITCHELLExecutive DiPT$12,250-$12,250
SUSAN HAYERDirector-$0--
DENNIS STAMBAUGHSecretary-$0--
BRENDA PARNELLDirector-$0--
DAVID PROVENCHERChair-$0--
DAVID ROGERSVice-Preside-$0--
STEVE SHANERTreasurer-$0--
CYNDI LAURINDirector-$0--
RICK LANGLEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Alliance for Excellence
EIN
86-0617604
Phone
4808745815
Address
4022 E GREENWAY RD STE 11 PMB 318, PHOENIX, AZ 85032

Signing Officer

Name
David Provencher
Title
Chair
Phone
6512702452
Signed
2025-11-05

Preparer

Firm
Waverly Business Services
Address
6856 LOOP RD, DAYTON, OH 45459
Preparer
Erin Alderson Ea
Phone
6148906620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Reimbursed expenses 451 total 451

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 1,350 office 65 travel 704 bank charges 60 dues & subscriptions 1,411 licenses & permits 20 merchant fees 1,274 miscellaneous 96 telephone 39 training 820 website 1,502 total 7,341

Form 990-ez, Part I, Line 20

Transfer to new entity -27,834

Form 990-ez, Part II, Line 24

Accounts receivable 150 0 inventory 17 0 total 167 0

Form 990-ez, Part II, Line 26

Credit card 76 0 payroll liabilities 466 0

Form 990-ez, Part III

To pursue performance excellence, improve outcomes and contribute to the economic strength of their community and state.

Form 990-ez, Part III, Line 29

Performance excellence program provides companies and governmental organizations a forum for learning and sharing principles related to the baldrige national program. This includes the performance excellence program.

Raw XML Appendix210 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RICK LANGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0167
IRS990EZ/OtherChangesInNetAssetsAmt0-27834
IRS990EZ/OtherExpensesTotalAmt07341
IRS990EZ/OtherRevenueTotalAmt0451
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PURSUE PERFORMANCE EXCELLENCE, IMPROVE OUTCOMES AND CONTRIBUTE TO THE ECONOMIC STRENGTH OF THEIR COMMUNITY AND STATE.
IRS990EZ/PrintingPublicationsPostageAmt0215
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PERFORMANCE EXCELLENCE PROGRAM PROVIDES COMPANIES AND GOVERNMENTAL ORGANIZATIONS A FORUM FOR LEARNING AND SHARING PRINCIPLES RELATED TO THE BALDRIGE NATIONAL PROGRAM. THIS INCLUDES THE PERFORMANCE EXCELLENCE PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026785
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IRS990EZ/SalariesOtherCompEmplBnftAmt013363
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026785
IRS990EZ/TotalProgramServiceExpensesAmt026785
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SWAE.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0643
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013542
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016217
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0469
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
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IRS990ScheduleN/BondsOutstandingInd0false
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IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0false
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ALL ASSETS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-09-05
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0ROCKY MOUNTAIN PERFORMANCE EXCELLEN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 4263
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0GREENWOOD VILLAGE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMBURSED EXPENSES 451 TOTAL 451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 1,350 OFFICE 65 TRAVEL 704 BANK CHARGES 60 DUES & SUBSCRIPTIONS 1,411 LICENSES & PERMITS 20 MERCHANT FEES 1,274 MISCELLANEOUS 96 TELEPHONE 39 TRAINING 820 WEBSITE 1,502 TOTAL 7,341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO NEW ENTITY -27,834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 150 0 INVENTORY 17 0 TOTAL 167 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD 76 0 PAYROLL LIABILITIES 466 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PURSUE PERFORMANCE EXCELLENCE, IMPROVE OUTCOMES AND CONTRIBUTE TO THE ECONOMIC STRENGTH OF THEIR COMMUNITY AND STATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PERFORMANCE EXCELLENCE PROGRAM PROVIDES COMPANIES AND GOVERNMENTAL ORGANIZATIONS A FORUM FOR LEARNING AND SHARING PRINCIPLES RELATED TO THE BALDRIGE NATIONAL PROGRAM. THIS INCLUDES THE PERFORMANCE EXCELLENCE PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PROVENCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06512702452
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST ALLIANCE FOR EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0860617604
ReturnHeader/Filer/PhoneNum04808745815
ReturnHeader/Filer/USAddress/AddressLine1Txt04022 E GREENWAY RD STE 11 PMB 318
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994503147
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAVERLY BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06856 LOOP RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045459
ReturnHeader/PreparerPersonGrp/PhoneNum06148906620
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN ALDERSON EA
ReturnHeader/ReturnTs02025-11-07T10:32:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-09-05
ReturnHeader/TaxYr02024

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