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SOUTHWEST ALLIANCE FOR EXCELLENCE

PHOENIX, AZ · EIN 860617604 · Form 990EZ · FY2022 · Micro (<$100K) · www.swae.org
revenue
$42K
expenses
$16K
net assets
$127K
employees
filing since
2020
mission · from form 990

TO EMPOWER ORGANIZATIONS TO PURSUE PERFORMANCE EXCELLENCE, IMPROVE OUTCOMES AND CONTRIBUTE TO THE ECONOMIC STRENGTH OF THEIR COMMUNITY AND STATE.

profile · synthesized from sources

SOUTHWEST ALLIANCE FOR EXCELLENCE (SWAE) is a nonprofit organization that supports organizational excellence through peer review and evaluation. It convenes experienced professionals as examiners to assess and recognize high-performing organizations, primarily in the Southwest region. The organization emphasizes leadership development, quality improvement, and knowledge sharing across sectors.

named programs · 2 · from sources

what they call their work

Board of Examiners
Volunteer panel of quality and performance excellence experts who evaluate applicant organizations for recognition and provide feedback to support improvement
Examiner Recognition Program
Honors outstanding examiners annually, including Lead Examiner of the Year, Examiner of the Year, and Rookie Examiner of the Year awards
activities · 7

what they do

direct service · 4
  • Low-Cost Organizational Assessment and Feedback Services Performance Excellence Evaluation
    Provides assessment and feedback services to organizations, including tailored, actionable, and objective feedback and consultation, offered at a low cost to support performance improvement.
  • Performance Excellence Application Evaluation Performance Excellence Evaluation
    Reviews applications from organizations and communities seeking performance excellence, using the Baldrige Excellence Framework to evaluate and score submissions, and develops tailored feedback and consultation as part of a formal assessment process.
  • Performance Excellence Application Review and Evaluation Performance Excellence Evaluation
    Reviews applications from organizations and communities seeking performance excellence, develops scoring and feedback, and conducts virtual, hybrid, or in-person site visits lasting from half a day to five days as part of the evaluation process.
  • Site Visit Evaluation for Applicants Performance Excellence Evaluation
    Conducts virtual, hybrid, or in-person site visits lasting from half a day to five days as part of the performance excellence application evaluation process to validate and assess organizational practices.
capacity building · 3
  • Capacity Building through Baldrige Framework Training and Regional Alliance Development
    Participates in examiner training to evaluate applications using the Baldrige Excellence Framework and merged with Quality New Mexico and Rocky Mountain Performance Excellence to form a regional Baldrige-based nonprofit alliance that strengthens organizational performance capacity.
  • Examiner Training and Capacity Development Performance Excellence Evaluation
    Trains and develops examiners to evaluate performance excellence applications using the Baldrige Excellence Framework, including ongoing participation in training and mentorship programs to build evaluation capacity.
  • Regional Alliance Development
    Merged with Quality New Mexico (QNM) and Rocky Mountain Performance Excellence (RMPEx) to form a regional nonprofit alliance focused on advancing performance excellence through the Baldrige Framework.
strategies · 4

how they think

Theories of action extracted from this org's own source material. Click any approach shared with other orgs to see the full field.

  • Baldrige Performance Excellence Framework Adoption Baldrige-based framework unique to this org
    Uses the Baldrige Performance Excellence Framework as a core methodology to assess organizational performance, guide operational improvements, and coach organizations and communities in developing a Culture of Excellence.
  • Baldrige-based Performance Excellence Framework baldrige_excellence_framework unique to this org
    The organization utilizes the Baldrige Performance Excellence Framework as a foundational tool to assess organizational performance, guide improvement, and foster a culture of excellence. This framework is applied through coaching, training, and a business accelerator program to help organizations optimize operations and achieve recognition in organizational excellence.
  • Promotion of Self-Assessment Tools Baldrige Excellence Builder unique to this org
    Encourages the use of the Baldrige Excellence Builder tool to enable organizations to conduct self-assessments of their operations and performance, complementing SWAE's formal evaluation processes.
  • Support for Organizational Excellence Recognition performance excellence unique to this org
    Enables organizations to achieve recognition in performance excellence by providing resources, a streamlined application process, and governance through the Board of Overseers to maintain program integrity.
financials · form 990EZ · fy2022

the money

revenue
Total revenue$42K
Contributions & grants$25K59%
Program service revenue$9K21%
Investment income$30%
Other revenue$121
expenses
Total expenses$16K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$1K
Grants paid out
balance sheet
Total assets$127K
Cash
Investments
Liabilities
Net assets$127K
3 years on record · 2020–2022 · YoY revenue -30.9%
leadership · form 990 part vii · fy2022

who runs it

board members · 7
  • BRENDA PARNELL — DIRECTOR
  • DENISE HICKS — DIRECTOR
  • DENNIS STAMBAUGH — DIRECTOR
  • DERRICK JOHNSON — DIRECTOR
  • POLLY WALKER — DIRECTOR
  • ROBERT MITCHELL — EXECUTIVE DIRECTOR
  • WAYNE BROWN — DIRECTOR
relationships · 74

who they work with

  • AHCCCS Partner — Provided a Mentor (Gloria Diaz) in 2014.
  • ASQ Golden Spike, UT Section Partner — Listed as a local ASQ section partner.
  • ASQ Las Vegas, Nevada Section Partner — Listed as a local ASQ section partner.
  • ASQ Northern Nevada Section Partner — Listed as a local ASQ section partner.
  • ASQ Phoenix, AZ Section Partner — Listed as a local ASQ section partner.
  • ASQ Salt Lake, UT Section Partner — Listed as a local ASQ section partner.
  • ASQ Tucson, AZ Section Partner — Listed as a local ASQ section partner.
  • Accumen Partner — Provided a Lead Examiner (Derrick Johnson) in 2016.
  • Adventist Health Bakersfield Partner — Provided an Examiner (Fadi Abu Sneineh) in 2019.
  • American Electric Power Co Partner — Provided Lead Examiners (Michael Belter) in 2012 and 2010.
  • Andell Associates Partner — Provided a Lead Examiner (Jonathon Andell) in 2010.
  • Arizona State Retirement System Partner — Provided Examiners (Katie Daigneault, Ryan Guerra, Jenna Golab, Jeremiah Scott, Leah Wagner, Lisa King) and a Lead Examiner (Jeremiah Scott) in various years.
  • Arrowhead Hospital Partner — Provided Examiners (Frank Molinaro, Patrick Smith, Beth Ward) in 2013 and 2012.
  • Avnet Partner — Provided an Examiner (Tom Buchanan) in 2011.
  • Baldrige Excellence Builder tool Partner — Refers organizations to the Baldrige Excellence Builder tool for self-assessment.
  • Baldrige Foundation Institute for Performance Excellence Partner — Co-created a business accelerator program focused on the Baldrige Performance Excellence Framework.
  • Baldrige Performance Excellence Framework Partner — Uses the Baldrige Performance Excellence Framework to coach organizations.
  • Banner Health Partner — Multiple representatives from Banner Health serve on the Board of Overseers.
  • Banner Health Partner — Provided Examiners (Courtney Ophaug, Brandi Conner, Tom Snyder, Russell Little, Natalie Biedron, Karen Foss, Jill Howard, Mary Ellen Bucco, Martina Hobbs, Cindy Gruben, Randy Mahrt) and Mentors (Erica Gibbons, Jill Howard, Courtney Ophaug) and Lead Examiners (Alex Lowery, Candice Vaughan, Mary Ellen Bucco) in various years.
  • Banner Thunderbird Medical Center Partner — Organization whose employee participated as a SWAE examiner and provided a testimonial.
  • Bouchard Quality Management Partner — Provided Mentors (Frank Bouchard) in various years.
  • California Public Retirement System Partner — Provided an Examiner (David Miller) in 2023.
  • Cancer Treatment Centers of America Partner — Provided an Examiner (Nadine Isom) in 2013.
  • Cardiovascular Consultants, Ltd Partner — Provided Examiners (Diane Bennett, Christina Suarez) in 2012.
  • Central Arizona College Partner — Provided an Examiner (Hugo Steincamp) in 2019 and 2018.
  • City of Henderson Partner — Organization whose employee participated as a SWAE examiner and provided a testimonial.
  • City of Henderson Partner — Provided Examiners (Kip Edwards, Mayra Castro, Paul Stepaniuk, Wendy Anderson, Christopher Barnes, Adam Blackmore, Rosa Reynolds, Jayne Mazurkiewicz, Mary Beth DiGiovanni, Polly Walker, Stephanie Koslowski) and a Lead Examiner (Polly Walker) in various years.
  • City of Mesa Partner — Multiple representatives from the City of Mesa serve on the Board of Overseers.
  • City of Mesa Partner — Provided a Mentor (Amanda Freeman) in 2022, a Lead Examiner (Amanda Freeman) in 2018 and 2015, and an Examiner (Amanda Freeman) in 2016.
  • Community Hospital Partner — Provided an Examiner (Jonathan Reiners) in 2023.
+ 44 more