Overview
What is The Southwest Benefits Foundation?
The Southwest Benefits Foundation is a nonprofit organization based in Dallas, Texas. Situated at 10260 North Central Expressway STE 285, this organization primarily focuses on supporting educational activities related to pension and welfare benefit plans. They achieve this goal by organizing educational seminars, with an average attendance of 900-1000 individuals. These conferences are often sponsored in collaboration with the IRS EP/EO Dallas Key District and other entities. The Southwest Benefits Foundation strives to contribute to the field of pension and welfare benefits, fostering growth and knowledge within the sector.
What are the reviews and ratings of this charity?
Charity Navigator Rating: 80%, Three-Star out of Four Star rating.
The Southwest Benefits Foundation has received a solid rating of 80%, reflecting strong accountability and financial health. This score is solely based on its performance in the Accountability & Finance sector, indicating a robust structure in these areas. The organization boasts a fully independent board, with 21 members, which demonstrates its commitment to governance and ethical practices.
The foundation has effectively maintained a clean record regarding asset diversion and has put in place a conflict of interest policy, receiving full marks in these categories. Additionally, they document board meeting minutes, further showcasing transparency. Their program expense ratio is impressive at 97.81%, highlighting the efficient allocation of resources toward their mission.
However, while the foundation excels in financial aspects, there are no ratings or insights provided on other potential impact metrics, such as effectiveness or community feedback. This lack of broader performance data may limit a complete understanding of their overall impact.
This AI summary has been generated from information found on Charity Navigator.
Is The Southwest Benefits Foundation legitimate?
The Southwest Benefits Foundation is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Southwest Benefits Foundation 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.
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What is the mission statement of The Southwest Benefits Foundation?
The Southwest Benefits Foundation's primary mission is to support educational activities. It achieves this objective by organizing educational seminars in the fields of pension and welfare benefit plans. The organization serves to enhance the knowledge and skills of individuals in these areas by hosting conferences such as the IRS Fall Technical Conference, Plan Skills Workshop, Annual Conference, and Benefits Forum. These events attract approximately 900-1000 attendees, including representatives from the IRS EP/EO Dallas Key District and other entities.
Who is the CEO of The Southwest Benefits Foundation?
Marianne Fazen is the Executive Director of The Southwest Benefits Foundation.
What is the revenue of The Southwest Benefits Foundation?
The Southwest Benefits Foundation's revenue in 2022 was $178,566.
Who are the executives of The Southwest Benefits Foundation and what are their salaries?
There 25 volunteers at The Southwest Benefits Foundation.
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Where can I find the form 990 for The Southwest Benefits Foundation?
The Southwest Benefits Foundation's most recent form 990 was submitted in 2022 and can be accessed here.
Mission Statement of The Southwest Benefits Foundation
The Southwest Benefits Foundation, a nonprofit organization, is primarily devoted to supporting the educational activities of the Southwest Benefits Association. It achieves this goal by organizing educational seminars in the fields of pension and welfare benefit plans. The foundation's mission is to serve as a platform for learning and growth, providing opportunities for individuals to expand their knowledge and understanding in these specific areas. Through the production of conferences such as the IRS Fall Technical Conference, Plan Skills Workshop, Annual Conference, and Benefits Forum, the foundation has attracted an average of 900-1000 attendees. These events, sponsored in collaboration with the IRS EP/EO Dallas Key District and others, contribute to the development and advancement of professionals in the pension and welfare benefit plans sector.
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Impact
October, 2024
The Southwest Benefits Foundation significantly enhances the knowledge and skills of professionals in the pension and welfare benefits sectors through a variety of educational events. By organizing seminars such as the IRS Fall Technical Conference, Plan Skills Workshop, Annual Conference, and Benefits Forum, it serves a vital role in fostering professional development and facilitating networking among industry experts.
With approximately 900 to 1,000 attendees at these conferences, the Foundation creates a platform for sharing insights, best practices, and the latest regulatory updates. This engagement not only empowers individuals but also strengthens the overall industry by promoting informed decision-making and effective management of benefit plans. The foundation's commitment to education helps ensure that professionals remain up-to-date with evolving standards and practices, thereby enhancing the sustainability and effectiveness of pension and welfare programs.
This information is meant to be a general summary of The Southwest Benefits Foundation. 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $1
- Program Service Revenue: $9,060
- Gross Receipts: $178,566
Assets and Liabilities:
- Total Assets: $290,670
- Total Liabilities: $0
- Net Assets: $290,670
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CONFERENCE REGISTRATION
Revenue
$9,060
Organization Details
Founding Year
1991
Principal Officer
Marianne Fazen
Main Address
10260 NORTH CENTRAL EXPWY STE 285, DALLAS, TX, 75231
NTEE Category
Code: T31 - Philanthropy
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