Southwest Benefits Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 741499890 ✦ Dallas, TX ✦ Designated as a 501(c)(6)

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Overview

What is Southwest Benefits Association?

Southwest Benefits Association is a nonprofit organization situated in Dallas, Texas, specifically at 10260 North Central Expressway STE 285. Its primary objective is to facilitate the exchange of information, promote knowledge and education, and encourage sound principles, procedures, and practices in the field of employee pension and welfare benefits. By doing so, it aims to improve the overall landscape of employee pension and welfare benefit plans. The Association serves as a platform for professionals in this field to collaborate, learn, and implement best practices.


Official website here: www.swba.org

Is Southwest Benefits Association legitimate?

Southwest Benefits Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Southwest Benefits Association submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.swba.org

What is the mission statement of Southwest Benefits Association?

The Southwest Benefits Association's mission is centered around promoting information exchange, enhancing knowledge, and fostering sound principles in the field of employee pension and welfare benefit plans. The organization aims to advance education and establish robust procedures and practices in this specific sector. By doing so, they strive to contribute positively to the industry, ultimately benefiting both employers and their employees.


Official website here: www.swba.org

What is the revenue of Southwest Benefits Association?

Southwest Benefits Association's revenue in 2023 was $338,346.


Official website here: www.swba.org

Who are the executives of Southwest Benefits Association and what are their salaries?

Here are 22 key members and their salaries:


Rhonda Wilson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andy Tyndall (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mary Ann Root (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brad Oxford (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sharon Philpott (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Berry (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lynette Fleck (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lisa Turner (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jerry Kowalchik (Dorector)
  • Compensation: $0
  • Related: $0
  • Other: $0
Laura Ferguson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Teah Corley (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lisa Cummings (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Beckford (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Judy Burdg (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christi Henson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kerri Franz (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeremy Colby (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Courtney Stroope (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Motter (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barbie Pearson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Coker Roswell (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marianne Fazen (Executive Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.swba.org

Where can I find the form 990 for Southwest Benefits Association?

Southwest Benefits Association's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.swba.org

Learn more at the official website: www.swba.org

Mission Statement of Southwest Benefits Association

Southwest Benefits Association, as an organization, is dedicated to promoting information exchange, enhancing knowledge, and fostering sound principles, procedures, and practices in the field of employee pension and welfare benefit plans. The association strives to advance the understanding and application of these concepts, contributing to a more informed and effective management of such plans. By fostering these principles, Southwest Benefits Association aims to set a high standard for the industry, ensuring that employers and employees benefit from well-structured and well-managed pension and welfare benefit plans.

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Impact




October, 2024

Southwest Benefits Association significantly enhances the landscape of employee pension and welfare benefit plans through strategic knowledge sharing and education. By facilitating the interchange of information among industry professionals, the organization promotes sound principles and best practices in the field. This focus on advancing knowledge not only elevates professional standards but also ensures that employees across various sectors receive fair and effective benefits.

Located in Dallas, Texas, the association plays a critical role in fostering a community of informed practitioners who are equipped to navigate the complexities of benefit plans. This commitment to education and the exchange of ideas contributes to improved outcomes for employees, employers, and the overall community, driving positive change in the way benefits are structured and administered.




This information is meant to be a general summary of Southwest Benefits Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$338,346 (2023)
Expenses
$415,423 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $1
  • Program Service Revenue: $145,240
  • Gross Receipts: $338,346

Assets and Liabilities:

  • Total Assets: $79,635
  • Total Liabilities: $240,000
  • Net Assets: -$160,365

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

CONFERENCE REGISTRATION

Revenue

$145,240

Organization Details

Founding Year

1990

Principal Officer

Jeremy Colby

NTEE Category

Code: S40 - Community improvement

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