- Revenue 2024
- $153,700
- Expenses 2024
- $143,883
Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 2000
- Street
- 10260 N CENTRAL EXPY STE 285
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
6 other organizations in the IRS Business Master File list the same street address. matched by us
This address is a suite or unit (STE 285). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
DFW BUSINESS GROUP ON HEALTH
EIN 75-1924594
-
NATIONAL ASSOCIATION OF WORKSITE HEALTH CENTERS
EIN 45-2567442
-
NORTH TEXAS COMPENSATION ASSOCIATION INC
EIN 75-2518757
-
SOUTHWEST BENEFITS ASSOCIATION
EIN 74-1499890
-
TEXAS BUSINESS GROUP ON HEALTH
EIN 76-0382872
-
TEXAS TOTAL REWARDS ALLIANCE
EIN 27-4463394
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $153,700
- Expenses
- $143,883
- Contributions
- $145,175
- Grants paid
- $0
-
2023
- Revenue
- $130,526
- Expenses
- $56,746
- Contributions
- $121,700
- Grants paid
- $0
-
2022
- Revenue
- $178,566
- Expenses
- $89,149
- Contributions
- $169,505
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $53,676
- Expenses
- $82,135
- Assets (EOY)
- $201,253
-
2020 · 990
- Revenue
- $34,998
- Expenses
- $13,514
- Assets (EOY)
- $229,712
-
2019 · 990
- Revenue
- $114,755
- Expenses
- $46,335
- Assets (EOY)
- $208,228
-
2018 · 990
- Revenue
- $139,671
- Expenses
- $184,274
- Assets (EOY)
- $139,808
-
2017 · 990
- Revenue
- $140,175
- Expenses
- $130,919
- Assets (EOY)
- $184,411
-
2016 · 990
- Revenue
- $140,852
- Expenses
- $122,893
- Assets (EOY)
- $175,155
-
2015 · 990
- Revenue
- $159,932
- Expenses
- $169,586
- Assets (EOY)
- $157,196
-
2014 · 990
- Revenue
- $140,822
- Expenses
- $104,518
- Assets (EOY)
- $166,850
-
2013 · 990
- Revenue
- $123,547
- Expenses
- $123,170
- Assets (EOY)
- $130,546
-
2012 · 990
- Revenue
- not reported
- Expenses
- $148,599
- Assets (EOY)
- $130,169
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
SOUTHWEST BENEFITS ASSOCIATION
501C6 · EDUCATION · TX
Declared as related by
-
SOUTHWEST BENEFITS ASSOCIATION
On its 2024 return as a controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 11 November 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.