Totals
- Total revenue
- $130,526
- Total expenses
- $56,746
- Contributions and grants received
- $121,700
- Grants paid
- $0
- Program service revenue
- $8,825
- Investment income
- $1
- Other revenue
- $0
- Total assets, end of year
- $364,450
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $364,450
- Program services expenses (Part IX)
- $56,276
- Management and general expenses
- $470
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $56,276
Program services were 99.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$121,700
-
2a · Program service revenue: CONFERENCE REGISTRATION
total $8,825 · related or exempt $8,825
-
3 · Investment income
total $1 · excluded $1
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $1,250 · program services $1,250
-
11g · Fees: other
total $10,750 · program services $10,750
-
12 · Advertising and promotion
total $1,500 · program services $1,500
-
13 · Office expenses
total $470 · management and general $470
-
17 · Travel
total $31 · program services $31
-
19 · Conferences, conventions and meetings
total $25,548 · program services $25,548
-
24a · Other expenses: EVENT MANAGEMENT FEES
total $17,197 · program services $17,197
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $142,879 · end of year $116,658
-
2 · Savings and temporary cash investments
beginning of year $7,791 · end of year $7,792
-
15 · Other assets
beginning of year $140,000 · end of year $240,000
-
27 · Net assets without donor restrictions
beginning of year $290,670 · end of year $364,450
Mission and programs · 2023
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.
-
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 $56,276
As filed on the 2023 return.
Listed in Part VII
-
Judy BurdgJUDY BURDG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Michelle BeckfordMICHELLE BECKFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Sharon PhilpottSHARON PHILPOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Andy TyndallANDY TYNDALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Mary Ann RootMARY ANN ROOT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Chris BerryCHRIS BERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
Lynette FleckLYNETTE FLECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
Lisa TurnerLISA TURNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Jerry KowalchikJERRY KOWALCHIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Laura FergusonLAURA FERGUSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.01
-
Rhonda WilsonRHONDA WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Kerri FranzKERRI FRANZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Brad OxfordBRAD OXFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Christi HensonCHRISTI HENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Lisa CummingsLISA CUMMINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Teah CorleyTEAH CORLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Jeremy ColbyJEREMY COLBY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1
-
Courtney StroopeCOURTNEY STROOPE
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1
-
Jason MotterJASON MOTTER
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 0.1
-
Coker RoswellCOKER ROSWELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1
-
Barbie PearsonBARBIE PEARSON
TREASURER
- Total calculated
- $0
- Hours/week
- 0.1
-
Marianne FazenMARIANNE FAZEN
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SOUTHWEST BENEFITS ASSOCIATION
501C6 · EDUCATION · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443179349306704
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