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SOUTHWEST BENEFITS FOUNDATION

EIN 75-2374330 DALLAS, TX

Browse the largest nonprofits in Texas

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.

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 Colby

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1
  • Jason Motter

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1
  • Christi Henson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Brad Oxford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Teah Corley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Barbie Pearson

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    0.1
  • Andy Tyndall

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1
  • Sharon Philpott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Michelle Beckford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Jerry Kowalchik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Laura Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.01
  • Lisa Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Chris Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.01
  • Lynette Fleck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.01
  • Kirk Buchanan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Matthew Burghardt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Denise Guerra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Suzanne Levan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • John Livingston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Jeff McGuire

    DIRECTOR

    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. 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

Declared as related by

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.