Skip to content
Nonprofiteer
← All organizations

SOUTHWEST BENEFITS ASSOCIATION

EIN 74-1499890 DALLAS, TX

Browse the largest nonprofits in Texas

Revenue 2024
$433,780
Expenses 2024
$395,982

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
06
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

SWBA IS DESIGNED TO FOSTER RELATIONSHIPS AND SUPPORT THE EDUCATIONAL GROWTH OF PROFESSIONALS IN EMPLOYEE BENEFITS. THROUGH EDUCATIONAL CONFERENCES/WORKSHOPS, MEMBERS DISCUSS ISSUES CONFRONTING PROFESSIONALS IN THE FIELD OF EMPLOYEE BENEFITS.

  • DESIGNED TO FOSTER RELATIONSHIPS AND SUPPORT THE EDUCATIONAL GROWTH OF PROFESSIONALS IN EMPLOYEE BENEFITS.SWBA THROUGH AN ON-GOING SCHEDULE OF PROFESSIONAL EDUCATIONAL CONFERENCES AND WORKSHOPS, PROVIDES ITS MEMBERS THE OPPORTUNITY FOR DISCUSSION OF A WIDE RANGE OF ISSUES CONFRONTING PROFESSIONALS IN THE COMPLEX FIELD OF EMPLOYEE BENEFITS.

    Expenses $350,683

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
  • Michelle Beckford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Teah Corley

    DIRECTOR

    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
  • Sharon Philpott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Jerry Kowalchik

    DORECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Laura Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Lisa Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Chris Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Lynette Fleck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.01
  • Barbie Pearson

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    0.1
  • Andy Tyndall

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1
  • Kirk Buchanan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Matthew Burghardt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Deenise Guerra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Susan Levan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • John Livingston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1
  • Jerry 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
    $433,780
    Expenses
    $395,982
    Contributions
    $247,735
    Grants paid
    $0
  • 2023
    Revenue
    $338,346
    Expenses
    $415,423
    Contributions
    $193,105
    Grants paid
    $0
  • 2022
    Revenue
    $273,601
    Expenses
    $384,921
    Contributions
    $141,670
    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
    $135,606
    Expenses
    $209,141
    Assets (EOY)
    $90,955
  • 2020 · 990

    Revenue
    $224,093
    Expenses
    $286,266
    Assets (EOY)
    $64,490
  • 2019 · 990

    Revenue
    $464,998
    Expenses
    $474,865
    Assets (EOY)
    $126,663
  • 2018 · 990

    Revenue
    $506,046
    Expenses
    $500,893
    Assets (EOY)
    $96,530
  • 2017 · 990

    Revenue
    $435,385
    Expenses
    $490,730
    Assets (EOY)
    $91,377
  • 2016 · 990

    Revenue
    $448,952
    Expenses
    $489,943
    Assets (EOY)
    $146,722
  • 2015 · 990

    Revenue
    $417,729
    Expenses
    $374,749
    Assets (EOY)
    $187,713
  • 2014 · 990

    Revenue
    $514,794
    Expenses
    $514,070
    Assets (EOY)
    $144,733
  • 2013 · 990

    Revenue
    $453,473
    Expenses
    $429,091
    Assets (EOY)
    $144,009
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $406,126
    Assets (EOY)
    $119,627

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

Not present in the most recent drop.

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.