Nonprofit · EIN 75-6012126
SOUTHWEST HEALTH BENEFITS FUND
Tax-exempt · HOUSTON, TX 77017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,464,846 | $3,672,120 | $1,792,726 | $10,871,864 | $2,063,894 | $8,807,970 |
| December 31, 2023 | 990 | $2,497,707 | $1,767,269 | $730,438 | $9,095,133 | $676,715 | $8,418,418 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,860,137
- Investment income
- $375,386
- Other revenue
- $229,323
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,291,300
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $32,993
- Accounting fees
- $33,180
Balance sheet and other
- Total assets, start of year
- $9,095,133
- Total assets, end of year
- $10,871,864
- Total liabilities, end of year
- $2,063,894
- Net assets, end of year
- $8,807,970
- Publicly traded securities
- $9,210,179
- Net assets without donor restrictions
- $8,807,970
- Gross receipts
- $5,464,846
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1952
- 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 |
|---|---|---|---|
| Rick Sutphin | Management Trustee Trustee or director | 1 | $0 |
| Monroe Norrid | Labor Trustee Trustee or director | 1 | $0 |
| Kris Comeaux | Labor Trustee Trustee or director | 1 | $0 |
| Durward Fleming | Labor Trustee Trustee or director | 1 | $0 |
| William G McCraw | Management Trustee Trustee or director | 1 | $0 |
| Thomas Kleinmann | Labor Trustee Trustee or director | 1 | $0 |
| Lacy Wolf | Labor Trustee Trustee or director | 1 | $0 |
| Diana McClaferty | Management Trustee Trustee or director | 1 | $0 |
| Glenn Miles | Labor Trustee Trustee or director | 1 | $0 |
| Rufus Floyd | Labor Trustee Trustee or director | 1 | $0 |
| Teresa Payne | Labor Trustee Trustee or director | 1 | $0 |
| Chad Davis | Labor Trustee Alt Trustee or director | 1 | $0 |
| Paul Little | Management Trustee Trustee or director | 1 | $0 |
| Jeramy McCoy | Labor Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rick Sutphin | Management Trustee Trustee or director | 1 | $0 |
| Monroe Norrid | Labor Trustee Trustee or director | 1 | $0 |
| Kris Comeaux | Labor Trustee Trustee or director | 1 | $0 |
| Durward Fleming | Labor Trustee Trustee or director | 1 | $0 |
| William G McCraw | Management Trustee Trustee or director | 1 | $0 |
| Thomas Kleinmann | Labor Trustee Trustee or director | 1 | $0 |
| Lacy Wolf | Labor Trustee Trustee or director | 1 | $0 |
| Diana McClaferty | Management Trustee Trustee or director | 1 | $0 |
| Glenn Miles | Labor Trustee Trustee or director | 1 | $0 |
| Rufus Floyd | Labor Trustee Trustee or director | 1 | $0 |
| Teresa Payne | Labor Trustee Trustee or director | 1 | $0 |
| Chad Davis | Labor Trustee Alt Trustee or director | 1 | $0 |
| Paul Little | Management Trustee Trustee or director | 1 | $0 |
| Jeramy McCoy | Labor Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8441 GULF FWY STE 304, HOUSTON, TX 77017-5066
- Principal officer (990 for 2024)
- Robert Grein, 8441 Gulf Freeway 304, Houston, TX 77017
- Signed the 990
- Robert Grein, Trustee
- Phone
- (713) 643-9300
- Website
- www.swhbf.com
- Return prepared by
- Needles & Associates LLC
Mission
Provide health and welfare benefits to eligible participants.
Program accomplishments
- Provide health and welfare benefits to eligible participants.
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
- 75-6012126
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,871,864
- Income (IRS master file)
- $5,464,846
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,464,846 | $3,672,120 | $10,871,864 | XML |
| 990 | December 2023 | $2,497,707 | $1,767,269 | $9,095,133 | XML |
| 990 | December 2022 | $4,885,198 | $1,823,583 | $8,031,285 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 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 75-6012126).
Questions about SOUTHWEST HEALTH BENEFITS FUND
- What is the EIN of SOUTHWEST HEALTH BENEFITS FUND?
- The employer identification number (EIN) of SOUTHWEST HEALTH BENEFITS FUND is 75-6012126.
- Is SOUTHWEST HEALTH BENEFITS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to SOUTHWEST HEALTH BENEFITS FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST HEALTH BENEFITS FUND 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 HEALTH BENEFITS FUND 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 HEALTH BENEFITS FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHWEST HEALTH BENEFITS FUND?
- The 990 for the year ended December 31, 2024 names Robert Grein.
- Who are the officers and directors of SOUTHWEST HEALTH BENEFITS FUND?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST HEALTH BENEFITS FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,464,846, expenses of $3,672,120 and total assets of $10,871,864 at year end.
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