Nonprofit · EIN 75-2374330
SOUTHWEST BENEFITS FOUNDATION
Tax-exempt · DALLAS, TX 75231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $153,700 | $143,883 | $9,817 | $374,267 | $0 | $374,267 |
| December 31, 2023 | 990 | $130,526 | $56,746 | $73,780 | $364,450 | $0 | $364,450 |
| December 31, 2021 | 990 | $53,676 | $82,135 | -$28,459 | $201,253 | $0 | $201,253 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $145,175
- Membership dues
- $175
- Program service revenue
- $8,525
- 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
- $2,035
- Program services (functional)
- $143,252
- Management and general (functional)
- $631
Balance sheet and other
- Total assets, start of year
- $364,450
- Total assets, end of year
- $374,267
- Total liabilities, end of year
- $0
- Net assets, end of year
- $374,267
- Net assets without donor restrictions
- $374,267
- Gross receipts
- $153,700
- Employees
- 0
- Year formed
- 1991
- 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 |
| CHRISTI HENSON | DIRECTOR Trustee or director | 0.1 | $0 |
| BRAD OXFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| TEAH CORLEY | DIRECTOR Trustee or director | 0.1 | $0 |
| BARBIE PEARSON | PRESIDENT ELECT Trustee or director, Officer | 0.1 | $0 |
| ANDY TYNDALL | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| SHARON PHILPOTT | DIRECTOR Trustee or director | 0.1 | $0 |
| MICHELLE BECKFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| JERRY KOWALCHIK | DIRECTOR Trustee or director | 0.1 | $0 |
| LAURA FERGUSON | DIRECTOR Trustee or director | 0.01 | $0 |
| LISA TURNER | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRIS BERRY | DIRECTOR Trustee or director | 0.01 | $0 |
| LYNETTE FLECK | DIRECTOR Trustee or director | 0.01 | $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 |
| DENISE GUERRA | DIRECTOR Trustee or director | 0.1 | $0 |
| SUZANNE LEVAN | DIRECTOR Trustee or director | 0.1 | $0 |
| JOHN LIVINGSTON | DIRECTOR Trustee or director | 0.1 | $0 |
| JEFF 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 |
|---|---|---|---|
| JUDY BURDG | DIRECTOR Trustee or director | 0.1 | $0 |
| MICHELLE BECKFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| SHARON PHILPOTT | 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 |
| CHRIS BERRY | DIRECTOR Trustee or director | 0.01 | $0 |
| LYNETTE FLECK | DIRECTOR Trustee or director | 0.01 | $0 |
| LISA TURNER | DIRECTOR Trustee or director | 0.1 | $0 |
| JERRY KOWALCHIK | DIRECTOR Trustee or director | 0.1 | $0 |
| LAURA FERGUSON | DIRECTOR Trustee or director | 0.01 | $0 |
| RHONDA WILSON | DIRECTOR Trustee or director | 0.1 | $0 |
| KERRI FRANZ | DIRECTOR Trustee or director | 0.1 | $0 |
| BRAD OXFORD | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRISTI HENSON | DIRECTOR Trustee or director | 0.1 | $0 |
| LISA CUMMINGS | DIRECTOR Trustee or director | 0.1 | $0 |
| TEAH CORLEY | 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 |
| COKER ROSWELL | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| BARBIE PEARSON | TREASURER 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 |
|---|---|---|---|
| ROBERT PESCH | DIRECTOR Trustee or director | 0.1 | $0 |
| STEFAN SMITH | DIRECTOR Trustee or director | 0.1 | $0 |
| JANET DELGADO | DIRECTOR Trustee or director | 0.1 | $0 |
| BRIAN NAISER | DIRECTOR Trustee or director | 0.1 | $0 |
| CRYSTAL YARBROUGH | DIRECTOR Trustee or director | 0.1 | $0 |
| SUSAN SAEGER | DIRECTOR Trustee or director | 0.1 | $0 |
| ALISON SULENTIC | DIRECTOR Trustee or director | 0.1 | $0 |
| ANN KIRBY | DIRECTOR Trustee or director | 0.1 | $0 |
| JASON MOTTER | DIRECTOR Trustee or director | 0.1 | $0 |
| LAUREN BUMP | DIRECTOR Trustee or director | 0.1 | $0 |
| RICHARD BROWN | DIRECTOR Trustee or director | 0.1 | $0 |
| JIM BROWN | DIRECTOR Trustee or director | 0.1 | $0 |
| CLARE BAARLAER | DIRECTOR Trustee or director | 0.1 | $0 |
| KIMBERLY BOWEN | DIRECTOR Trustee or director | 0.1 | $0 |
| CHRISTOPHER BEINECKE | 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 |
| BECKY HALL | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| COURTNEY STROOPE | PRESIDENT ELECT Trustee or director, Officer | 0.1 | $0 |
| DAVID POST | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JEREMY COLBY | TREASURER Trustee or director, Officer | 0.1 | $0 |
| MARIANNE FAZEN | EXECUTIVE DIRECTOR Key employee | 0 | $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
- Return prepared by
- Jennifer S Hill CPA PC
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.
Program accomplishments
- IRS FALL TECHNICAL CONFERENCE, PLAN SKILLS WORKSHOP,ANNUAL CONFERENCE,BENEFITS FORUM - APPOXIMATELY 900 - 1000 PEOPLE ATTENDED THESE CONFERENCES SPONSORED WITH IRS EP/EO DALLAS KEY DISTRICT AND OTHERS.Expenses $143,252
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
- 75-2374330
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $374,267
- Income (IRS master file)
- $153,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $153,700 | $143,883 | $374,267 | XML |
| 990 | December 2023 | $130,526 | $56,746 | $364,450 | XML |
| 990 | December 2022 | $178,566 | $89,149 | $290,670 | IRS |
| 990 | December 2021 | $53,676 | $82,135 | $201,253 | 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 75-2374330).
Questions about SOUTHWEST BENEFITS FOUNDATION
- What is the EIN of SOUTHWEST BENEFITS FOUNDATION?
- The employer identification number (EIN) of SOUTHWEST BENEFITS FOUNDATION is 75-2374330.
- Is SOUTHWEST BENEFITS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SOUTHWEST BENEFITS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SOUTHWEST BENEFITS FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST BENEFITS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $153,700, expenses of $143,883 and total assets of $374,267 at year end.
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