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Nonprofiteer
← SOUTHWEST BENEFITS FOUNDATION

Form 990 for tax year 2022

Filed by SOUTHWEST BENEFITS FOUNDATION.

Totals

Total revenue
$178,566
Total expenses
$89,149
Contributions and grants received
$169,505
Grants paid
$0
Program service revenue
$9,060
Investment income
$1
Other revenue
$0
Total assets, end of year
$290,670
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$290,670
Program services expenses (Part IX)
$88,510
Management and general expenses
$639
Fundraising expenses
$0
Program service expenses (Part III)
$88,510

Program services were 99.3% 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.

  • 1e · Government grants (contributions)

    $169,505

  • 2a · Program service revenue: CONFERENCE REGISTRATION

    total $9,060 · related or exempt $9,060

  • 3 · Investment income

    total $1 · excluded $1

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $85,760 · program services $85,760

  • 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 $639 · management and general $639

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,463 · end of year $142,879

  • 2 · Savings and temporary cash investments

    beginning of year $7,790 · end of year $7,791

  • 15 · Other assets

    beginning of year $140,000 · end of year $140,000

  • 27 · Net assets without donor restrictions

    beginning of year $201,253 · end of year $290,670

Mission and programs · 2022

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 $88,510

As filed on the 2022 return.

Listed in Part VII

  • Barbi Pearson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Rhonda Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Lisa Cummings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kerri Franz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Teah Corley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Judy Burdg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Michelle Beckford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Coker Roswell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Mary Ann Root

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Sharon Philpott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Susan Saeger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Ann Kirby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Alison Sulentic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Brad Oxford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Christi Henson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Geoff Zenick

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1

  • Becky Hall

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1

  • Courtney Stroope

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1

  • Jason Motter

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1

  • Jeremy Colby

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    0.1

  • Marianne 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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343179349304904

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