Nonprofit · EIN 74-1499890
SOUTHWEST BENEFITS ASSOCIATION
Tax-exempt · DALLAS, TX 75231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $433,780 | $395,982 | $37,798 | $100,308 | $299,952 | -$199,644 |
| December 31, 2023 | 990 | $338,346 | $415,423 | -$77,077 | $102,558 | $340,000 | -$237,442 |
| December 31, 2021 | 990 | $135,606 | $209,141 | -$73,535 | $90,955 | $140,000 | -$49,045 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $247,735
- Membership dues
- $47,275
- Program service revenue
- $186,045
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,250
- Travel
- $6,378
Balance sheet and other
- Total assets, start of year
- $102,558
- Total assets, end of year
- $100,308
- Total liabilities, end of year
- $299,952
- Net assets, end of year
- -$199,644
- Net assets without donor restrictions
- -$199,644
- Gross receipts
- $433,780
- Employees
- 0
- Year formed
- 1990
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEREMY COLBY | PAST PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JASON MOTTER | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| MICHELLE BECKFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| TEAH CORLEY | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRISTI HENSON | DIRECTOR Trustee or director | 0.1 | $0 |
| BRAD OXFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| SHARON PHILPOTT | DIRECTOR Trustee or director | 0.1 | $0 |
| JERRY KOWALCHIK | DORECTOR Trustee or director | 0.1 | $0 |
| LAURA FERGUSON | DIRECTOR Trustee or director | 0.1 | $0 |
| LISA TURNER | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRIS BERRY | DIRECTOR Trustee or director | 0.1 | $0 |
| LYNETTE FLECK | DIRECTOR Trustee or director | 0.01 | $0 |
| BARBIE PEARSON | PRESIDENT ELECT Trustee or director, Officer | 0.1 | $0 |
| ANDY TYNDALL | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| KIRK BUCHANAN | DIRECTOR Trustee or director | 0.1 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW BURGHARDT | DIRECTOR Trustee or director | 0.1 | $0 |
| DEENISE GUERRA | DIRECTOR Trustee or director | 0.1 | $0 |
| SUSAN LEVAN | DIRECTOR Trustee or director | 0.1 | $0 |
| JOHN LIVINGSTON | DIRECTOR Trustee or director | 0.1 | $0 |
| JERRY MCGUIRE | DIRECTOR Trustee or director | 0.1 | $0 |
| MARIANNE FAZEN | EXECUTIVE DIRECTOR Key employee | 1 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RHONDA WILSON | DIRECTOR Trustee or director | 0.1 | $0 |
| ANDY TYNDALL | DIRECTOR Trustee or director | 0.1 | $0 |
| MARY ANN ROOT | DIRECTOR Trustee or director | 0.1 | $0 |
| BRAD OXFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| SHARON PHILPOTT | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRIS BERRY | DIRECTOR Trustee or director | 0.1 | $0 |
| LYNETTE FLECK | DIRECTOR Trustee or director | 0.01 | $0 |
| LISA TURNER | DIRECTOR Trustee or director | 0.1 | $0 |
| JERRY KOWALCHIK | DORECTOR Trustee or director | 0.1 | $0 |
| LAURA FERGUSON | DIRECTOR Trustee or director | 0.1 | $0 |
| TEAH CORLEY | DIRECTOR Trustee or director | 0.1 | $0 |
| LISA CUMMINGS | DIRECTOR Trustee or director | 0.1 | $0 |
| MICHELLE BECKFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| JUDY BURDG | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRISTI HENSON | DIRECTOR Trustee or director | 0.1 | $0 |
| KERRI FRANZ | DIRECTOR Trustee or director | 0.1 | $0 |
| JEREMY COLBY | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| COURTNEY STROOPE | PAST PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JASON MOTTER | PRESIDENT ELECT Trustee or director, Officer | 0.1 | $0 |
| BARBIE PEARSON | TREASURER Trustee or director, Officer | 0.1 | $0 |
| COKER ROSWELL | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| MARIANNE FAZEN | EXECUTIVE DIRECTOR Key employee | 1 | $0 |
990 for the year ended December 31, 2021: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY BOWEN | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRISTOPHER BEINECKE | DIRECTOR Trustee or director | 0.1 | $0 |
| JIM BROWN | DIRECTOR Trustee or director | 0.1 | $0 |
| LAUREN BUMP | DIRECTOR Trustee or director | 0.1 | $0 |
| ANN KIRBY | DIRECTOR Trustee or director | 0.1 | $0 |
| STEFAN SMITH | DIRECTOR Trustee or director | 0.1 | $0 |
| ALISON SULENTIC | DIRECTOR Trustee or director | 0.1 | $0 |
| JASON MOTTER | DIRECTOR Trustee or director | 0.1 | $0 |
| SUSAN SAEGER | DIRECTOR Trustee or director | 0.1 | $0 |
| CLARE BAARLAER | DIRECTOR Trustee or director | 0.1 | $0 |
| ROBERT PESCH | DIRECTOR Trustee or director | 0.1 | $0 |
| RICHARD BROWN | DIRECTOR Trustee or director | 0.1 | $0 |
| DAVID POST | DIRECTOR Trustee or director | 0.1 | $0 |
| CRYSTAL YARBROUGH | DIRECTOR Trustee or director | 0.1 | $0 |
| BRIAN NAISER | DIRECTOR Trustee or director | 0.1 | $0 |
| JANET DELGADO | DIRECTOR Trustee or director | 0.1 | $0 |
| GEOFF ZENICK | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| RANCE BUSS | PAST PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JEREMY COLBY | TREASURER Trustee or director, Officer | 0.1 | $0 |
| COURTNEY STROOPE | PRESIDENT ELECT Trustee or director, Officer | 0.1 | $0 |
| BECKY HALL | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| MARIANNE FAZEN | EXECUTIVE DIRECTOR Key employee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10260 N CENTRAL EXPY STE 285, DALLAS, TX 75231-3469
- In care of
- % MARIANNE FAZEN
- Signed the 990
- MARIANNE FAZEN, EXECUTIVE DIRECTOR
- Phone
- (214) 382-3035
- Website
- WWW.SWBA.ORG
- Return prepared by
- Jennifer S Hill CPA PC
Mission
SWBA IS DESIGNED TO FOSTER RELATIONSHIPS AND SUPPORT THE EDUCATIONAL GROWTH OF PROFESSIONALS IN EMPLOYEE BENEFITS. THROUGH EDUCATIONAL CONFERENCES/WORKSHOPS, MEMBERS DISCUSS ISSUES CONFRONTING PROFESSIONALS IN THE FIELD OF EMPLOYEE BENEFITS.
Program accomplishments
- DESIGNED TO FOSTER RELATIONSHIPS AND SUPPORT THE EDUCATIONAL GROWTH OF PROFESSIONALS IN EMPLOYEE BENEFITS.SWBA THROUGH AN ON-GOING SCHEDULE OF PROFESSIONAL EDUCATIONAL CONFERENCES AND WORKSHOPS, PROVIDES ITS MEMBERS THE OPPORTUNITY FOR DISCUSSION OF A WIDE RANGE OF ISSUES CONFRONTING PROFESSIONALS IN THE COMPLEX FIELD OF EMPLOYEE BENEFITS.Expenses $350,683
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1499890
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $100,308
- Income (IRS master file)
- $433,780
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $433,780 | $395,982 | $100,308 | XML |
| 990 | December 2023 | $338,346 | $415,423 | $102,558 | XML |
| 990 | December 2022 | $273,601 | $384,921 | $79,635 | IRS |
| 990 | December 2021 | $135,606 | $209,141 | $90,955 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1499890).
Questions about SOUTHWEST BENEFITS ASSOCIATION
- What is the EIN of SOUTHWEST BENEFITS ASSOCIATION?
- The employer identification number (EIN) of SOUTHWEST BENEFITS ASSOCIATION is 74-1499890.
- Is SOUTHWEST BENEFITS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1985.
- Are donations to SOUTHWEST BENEFITS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST BENEFITS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWEST BENEFITS ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST BENEFITS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of SOUTHWEST BENEFITS ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST BENEFITS ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $433,780, expenses of $395,982 and total assets of $100,308 at year end.
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