2024-11-12T15:25:33-05:00 2023-12-31 200104286 Jennifer S Hill CPA PC 105 Saint Marys Street Ste 100 Rockwall TX 75087 990 2023-01-01 741499890 SOUTHWEST BENEFITS ASSOCIATION SOUT 10260 NORTH CENTRAL EXPWY STE 285 DALLAS TX 75231 MARIANNE FAZEN EXECUTIVE DIREC 2143823035 2024-11-12 true true Jennifer S Hill P00236976 9722705452 2024-11-12 2023 2024-10-15 13:58:12Z 338346 false X WWW.SWBA.ORG X 1990 TX THE PURPOSE OF THE ASSOCIATION IS TO INTERCHANGE INFORMATION, ADVANCE KNOWLEDGE AND EDUCATION, AND FOSTER SOUND PRINCIPLES, PROCEDURES, AND PRACTICES IN THE FIELD OF EMPLOYEE PENSION AND WELFARE BENEFIT PLANS. 21 21 0 0 0 141670 193105 131930 145240 1 1 0 273601 338346 0 0 0 0 0 384921 415423 384921 415423 -111320 -77077 79635 102558 240000 340000 -160365 -237442 THE PURPOSE OF THE ASSOCIATION IS TO INTERCHANGE INFORMATION, ADVANCE KNOWLEDGE AND EDUCATION, AND FOSTER SOUND PRINCIPLES, PROCEDURES, AND PRACTICES IN THE FIELD OF EMPLOYEE PENSION AND WELFARE BENEFIT PLANS. false false 377270 THE PURPOSE OF THE ASSOCIATION IS TO INTERCHANGE INFORMATION, ADVANCE KNOWLEDGE AND EDUCATION, AND FOSTER SOUND PRINCIPLES, PROCEDURES AND PRACTICES IN THE FIELD OF EMPLOYEE PENSION AND WELFARE. 377270 false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 false 0 false false false false false false false false false false false false false false false X 21 21 false true false false false false false true true false false true true true true false false false false false X MARIANNE FAZEN 2143823035 10260 NORTH CENTRAL EXPWY DALLAS TX 75231 X RHONDA WILSON DIRECTOR 0.10 0.00 X 0 0 0 ANDY TYNDALL DIRECTOR 0.10 0.00 X 0 0 0 MARY ANN ROOT DIRECTOR 0.10 0.00 X 0 0 0 BRAD OXFORD DIRECTOR 0.10 0.00 X 0 0 0 SHARON PHILPOTT DIRECTOR 0.10 0.00 X 0 0 0 CHRIS BERRY DIRECTOR 0.10 0.00 X 0 0 0 LYNETTE FLECK DIRECTOR 0.01 0.00 X 0 0 0 LISA TURNER DIRECTOR 0.10 0.00 X 0 0 0 JERRY KOWALCHIK DORECTOR 0.10 0.00 X 0 0 0 LAURA FERGUSON DIRECTOR 0.10 0.00 X 0 0 0 TEAH CORLEY DIRECTOR 0.10 0.00 X 0 0 0 LISA CUMMINGS DIRECTOR 0.10 0.00 X 0 0 0 MICHELLE BECKFORD DIRECTOR 0.10 0.00 X 0 0 0 JUDY BURDG DIRECTOR 0.10 0.00 X 0 0 0 CHRISTI HENSON DIRECTOR 0.10 0.00 X 0 0 0 KERRI FRANZ DIRECTOR 0.10 0.00 X 0 0 0 JEREMY COLBY PRESIDENT 0.10 0.00 X X 0 0 0 COURTNEY STROOPE PAST PRESIDENT 0.10 0.00 X X 0 0 0 JASON MOTTER PRESIDENT ELECT 0.10 0.00 X X 0 0 0 BARBIE PEARSON TREASURER 0.10 0.00 X X 0 0 0 COKER ROSWELL SECRETARY 0.10 0.00 X X 0 0 0 MARIANNE FAZEN EXECUTIVE DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 false false false 50295 142810 193105 CONFERENCE REGISTRATION 900099 145240 145240 145240 1 1 338346 145240 0 1 138948 1250 3250 4500 48065 7700 11257 111992 2000 4925 WEBINAR 1423 1423 EVENT MANAGEMENT FEES 73778 73778 DUES & SUBSCRIPTIONS 6335 6335 415423 0 0 0 X 74183 97105 5452 5453 79635 102558 240000 340000 240000 340000 X -160365 -237442 -160365 -237442 79635 102558 -77077 0 X false false false LOAN FROM SWBA FOUNDATION 240000 LOAN FROM SWM 100000 340000 Management duties delegation Part VI line 3 SOUTHWEST BENEFITS ASSOCIATION CONTRACTS DIRECTLY WITH THE ASSOCIATION MANAGEMENT COMPANY SOUTHWEST MANAGEMENT, LLC TO PERFORM ALL ADMINISTRATIVE DUTIES FOR THE ORGANIZATION. AS A 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, PRINCIPLE OFFICER, OR MEMBER OF A 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 ARE AVAILABLE ONLINE TO THE PUBLIC. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. SOUTHWEST BENEFITS FOUNDATION 11520 N CENTRAL EXPWY STE 201 DALLAS TX 75243 752374330 SUPPORT TX 501C3 N/A true