THE SOUTHWEST BENEFITS FOUNDATION (EIN 752374330) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Phone

2143823035

Tax Period

2024-01-01 to 2024-12-31

THE SOUTHWEST BENEFITS FOUNDATION, founded in 1991, is a small nonprofit that reported $154K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $144K left a modest 6% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $145,175

Program Service Revenue $8,525

Investment Income $0

Other Revenue $0

TOTAL REVENUE $153,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,252

Other Expenses $143,883

TOTAL EXPENSES $143,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,700	$130,526	+0.2%
Expenses	$143,883	$56,746	+1.5%
Net Income	$9,817	$73,780	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY COLBY	PAST PRESIDENT	0.10	Officer Director	$0	$0	$0
JASON MOTTER	PRESIDENT	0.10	Officer Director	$0	$0	$0
CHRISTI HENSON	DIRECTOR	0.10	Director	$0	$0	$0
BRAD OXFORD	DIRECTOR	0.10	Director	$0	$0	$0
TEAH CORLEY	DIRECTOR	0.10	Director	$0	$0	$0
BARBIE PEARSON	PRESIDENT ELECT	0.10	Officer Director	$0	$0	$0
ANDY TYNDALL	SECRETARY	0.10	Officer Director	$0	$0	$0
SHARON PHILPOTT	DIRECTOR	0.10	Director	$0	$0	$0
MICHELLE BECKFORD	DIRECTOR	0.10	Director	$0	$0	$0
JERRY KOWALCHIK	DIRECTOR	0.10	Director	$0	$0	$0
LAURA FERGUSON	DIRECTOR	0.01	Director	$0	$0	$0
LISA TURNER	DIRECTOR	0.10	Director	$0	$0	$0
CHRIS BERRY	DIRECTOR	0.01	Director	$0	$0	$0
LYNETTE FLECK	DIRECTOR	0.01	Director	$0	$0	$0
KIRK BUCHANAN	DIRECTOR	0.10	Director	$0	$0	$0
MATTHEW BURGHARDT	DIRECTOR	0.10	Director	$0	$0	$0
DENISE GUERRA	DIRECTOR	0.10	Director	$0	$0	$0
SUZANNE LEVAN	DIRECTOR	0.10	Director	$0	$0	$0
JOHN LIVINGSTON	DIRECTOR	0.10	Director	$0	$0	$0
JEFF MCGUIRE	DIRECTOR	0.10	Director	$0	$0	$0
MARIANNE FAZEN	EXECUTIVE DIRECTOR	1.00	Key Emp	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$153,700	$143,883	$374,267	$9,817
2023	$130,526	$56,746	$364,450	$73,780
2022	$178,566	$89,149	$290,670	$89,417
2021	$53,676	$82,135	$201,253	$-28,459
2020	$34,998	$13,514	$229,712	$21,484
2019	$114,755	$46,335	$208,228	$68,420
2018	$139,671	$184,274	$139,808	$-44,603

THE SOUTHWEST BENEFITS FOUNDATION