SOUTHWEST ALLIANCE FOR EXCELLENCE

PHOENIX, AZ · EIN 860617604 · Form 990EZ · FY2022 · Micro (<$100K) · www.swae.org

revenue

$42K

expenses

$16K

net assets

$127K

employees

—

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 · 3 groups

what they do

Baldrige Performance Excellence Assessment 6 activities
- Evaluating Organizational Performance for Excellence
  
  Reviews applications from organizations and communities using the Baldrige Excellence Framework, develops scoring and feedback, and conducts site visits to assess performance excellence.
- Examiner Training and Capacity Development
  
  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.
- Examiner Training and Development
  
  Participates in and provides training for examiners to evaluate applications based on the Baldrige Excellence Framework, including recognizing individuals for their contributions as examiners and mentors.
- Performance Excellence Application 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
  
  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
  
  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.
Organizational Assessment & Leadership Consulting 1 activity
- Low-Cost Organizational Assessment and Feedback Services
  
  Provides assessment and feedback services to organizations, including tailored, actionable, and objective feedback and consultation, offered at a low cost to support performance improvement.
Uncategorized 3 activities
- 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.
- 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.
- Regional Alliance for Performance Excellence
  
  Merged with Quality New Mexico (QNM) and Rocky Mountain Performance Excellence (RMPEx) to form a regional Baldrige-based nonprofit alliance.

financials · form 990EZ · fy2022

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.

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