Totals
- Total revenue
- $153,700
- Total expenses
- $143,883
- Contributions and grants received
- $145,175
- Grants paid
- $0
- Program service revenue
- $8,525
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $374,267
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $374,267
- Program services expenses (Part IX)
- $143,252
- Management and general expenses
- $631
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $143,252
Program services were 99.6% 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.
-
1b · Membership dues
$175
-
1f · All other contributions, gifts and grants
$145,000
-
2a · Program service revenue: CONFERENCE REGISTRATION
total $8,525 · related or exempt $8,525
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $1,250 · program services $1,250
-
12 · Advertising and promotion
total $1,500 · program services $1,500
-
13 · Office expenses
total $631 · management and general $631
-
17 · Travel
total $2,035 · program services $2,035
-
19 · Conferences, conventions and meetings
total $133,673 · program services $133,673
-
24a · Other expenses: SUPPLIESSIGNSBANNERS
total $4,794 · program services $4,794
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $116,658 · end of year $106,475
-
2 · Savings and temporary cash investments
beginning of year $7,792 · end of year $7,792
-
15 · Other assets
beginning of year $240,000 · end of year $260,000
-
27 · Net assets without donor restrictions
beginning of year $364,450 · end of year $374,267
Mission and programs · 2024
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 $143,252
As filed on the 2024 return.
Listed in Part VII
-
Jeremy ColbyJEREMY COLBY
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1
-
Jason MotterJASON MOTTER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.1
-
Christi HensonCHRISTI HENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Brad OxfordBRAD OXFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Teah CorleyTEAH CORLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Barbie PearsonBARBIE PEARSON
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 0.1
-
Andy TyndallANDY TYNDALL
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.1
-
Sharon PhilpottSHARON PHILPOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Michelle BeckfordMICHELLE BECKFORD
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
-
Lisa TurnerLISA TURNER
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
-
Kirk BuchananKIRK BUCHANAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Matthew BurghardtMATTHEW BURGHARDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Denise GuerraDENISE GUERRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Suzanne LevanSUZANNE LEVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
John LivingstonJOHN LIVINGSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Jeff McGuireJEFF MCGUIRE
DIRECTOR
- 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
- 2024
- Filed
- 12 May 2025
- IRS schema version
- 2024v5.2
- Source object
- 202502809349300615
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