SOUTHWEST RESEARCH INSTITUTE Charity Report

Public IRS 990 nonprofit record

SOUTHWEST RESEARCH INSTITUTE

EIN 74-1070544 · Science & Technology (U990)

What they do

Southwest Reseach Institute(SwRI) Exists to Benefit Government, Industry & The Public By Conducting Innovative Applied & Basic Research; Developing/transferring Technology; Establishing, Maintaining & Operating Research Facilities; & Providing A Challenging and Rewarding Work Environment to Fulfill Its Scientific, Charitable, Testing for Public Safety, Literary and Educational Purposes.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders39 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

81.31%of revenue went to mission work84.4% of expenses · Program services

$91.19spent for every $100 of revenueRevenue covered expenses this year.

15.01%of revenue went to management and office costs15.6% of expenses

$1.31in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,718,720 for ADAM HAMILTON (PRESIDENT/CEO/DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$926,409,362

Mission workProgram services$753,294,79281.31% of revenue84.4% of expenses

ManagementOffice and general costs$139,086,93115.01% of revenue15.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$34,027,6393.67% of revenueShown in gray on the chart

Total expenses$892,381,72396.33% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 84.4% mission · 15.6% management · 0.0% fundraisingTotal expenses: 96.33% of revenue

2022Expense mix: 84.2% mission · 15.8% management · 0.0% fundraisingTotal expenses: 94.88% of revenue

2021Expense mix: 84.1% mission · 15.9% management · 0.0% fundraisingTotal expenses: 95.21% of revenue

2020Expense mix: 84.3% mission · 15.7% management · 0.0% fundraisingTotal expenses: 93.23% of revenue

2019Expense mix: 84.3% mission · 15.7% management · 0.0% fundraisingTotal expenses: 93.54% of revenue

2018Expense mix: 85.4% mission · 14.6% management · 0.0% fundraisingTotal expenses: 94.01% of revenue

2017Expense mix: 83.6% mission · 16.4% management · 0.0% fundraisingTotal expenses: 94.90% of revenue

2016Expense mix: 83.5% mission · 16.5% management · 0.0% fundraisingTotal expenses: 100.56% of revenue

Money in and money out

Revenue$978,595,721

Expenses$892,381,723

Annual surplus $86,213,998 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$753,294,792 · 84.4% of expenses

Management and office costs$139,086,931 · 15.6% of expenses

See all reported dollar amounts

Revenue$978,595,721

Expenses$892,381,723

Assets$1,171,739,703

Income$979,169,504

Contributions$405,403

Mission work (program services)$753,294,792

Grants given$2,260,830

Average grant$57,970

Management and general$139,086,931

Accounting fees$402,154

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ADAM HAMILTONPRESIDENT/CEO/DIRECTOR · 40 hrs/week $1,718,720Base $1,661,889 · Other $56,831

WALTER D DOWNING JREXEC VP/COO/DIRECTOR · 40 hrs/week $1,079,454Base $1,020,498 · Other $58,956

JAMES L BURCHSENIOR VICE PRESIDENT · 40 hrs/week $792,880Base $735,215 · Other $57,665

BETH ANN RAFFERTYCFO/SECRETARY/VP-FINANCE · 40 hrs/week $647,781Base $593,011 · Other $54,770

SOL A STERNASSOCIATE VICE PRESIDENT · 40 hrs/week $624,772Base $568,462 · Other $56,310

C NILS SMITHVICE PRESIDENT · 40 hrs/week $587,988Base $522,984 · Other $65,004

SCOTT J BOLTONASSOCIATE VICE PRESIDENT · 40 hrs/week $582,867Base $510,829 · Other $72,038

ROBIN CANUPVICE PRESIDENT · 40 hrs/week $568,293Base $502,992 · Other $65,301

STEVEN D MARTYVICE PRESIDENT · 40 hrs/week $558,116Base $499,729 · Other $58,387

STEVEN W DELLENBACKVICE PRESIDENT · 40 hrs/week $542,153Base $482,465 · Other $59,688

DANIEL W STEWARTVICE PRESIDENT · 40 hrs/week $530,757Base $465,826 · Other $64,931

MONICA R TROLLINGERGENERAL COUNSEL · 40 hrs/week $525,503Base $458,288 · Other $67,215

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (39)

ADAM HAMILTONPRESIDENT/CEO/DIRECTOR

WALTER D DOWNING JREXEC VP/COO/DIRECTOR

JAMES L BURCHSENIOR VICE PRESIDENT

BETH ANN RAFFERTYCFO/SECRETARY/VP-FINANCE

SOL A STERNASSOCIATE VICE PRESIDENT

C NILS SMITHVICE PRESIDENT

SCOTT J BOLTONASSOCIATE VICE PRESIDENT

ROBIN CANUPVICE PRESIDENT

STEVEN D MARTYVICE PRESIDENT

STEVEN W DELLENBACKVICE PRESIDENT

DANIEL W STEWARTVICE PRESIDENT

MONICA R TROLLINGERGENERAL COUNSEL

STEPHAN A FUSELIEREXECUTIVE DIRECTOR

MICHAEL K MCLELLANDVICE PRESIDENT

ANTHONY MAGAROVICE PRESIDENT

HAROLD F LEVINSONPROGRAM DIRECTOR

BEN H THACKERVICE PRESIDENT

PAUL EASLEYVICE PRESIDENT

JIM R KEYSVICE PRESIDENT

BRIAN J SCHIMMOLLERPRESIDENT-SIGNATURE SCIENCE

JOE A MCDONOUGHVICE PRESIDENT

J DAN BATES-SEE SCH J PART IIIDIRECTOR/FORMER PRES- RET.

JOSE NAVARROVICE PRESIDENT (BEGIN 12/07/2023)

DELIA AGUILARTREASURER & ASST. CORP SECRETARY

LINDA BOEHME- RET 5323FORMER TREASURER

BYRL B BROCKMANASSISTANT TREASURER

SAM G DAWSONDIRECTOR - CHAIR (2023)

JAN NEWTONDIRECTOR - CHAIR (2024)

PHILLIP D GREENDIRECTOR

PHILLIP J PFEIFFERDIRECTOR

MILTON B LEE IIDIRECTOR

WAYNE S ALEXANDERDIRECTOR

KIMBERLY S LUBELDIRECTOR - VICE CHAIR (2024)

MARY ANN RANKINDIRECTOR (ENDED 12/31/2023)

EUGENE L AMESDIRECTOR

RICARDO ROMODIRECTOR (ENDED 12/31/2023)

ROBERT G NEWMANDIRECTOR (BEGIN 01/01/2024)

ESPERANZA HOPE ANDRADEDIRECTOR (BEGIN 01/01/2024)

DAVID S ZACHRYDIRECTOR

About this charity

Recognized since: January 2006
Location: 6220 CULEBRA RD, SAN ANTONIO, TX 78238-5166
County: Bexar
In care of: Beth Ann Rafferty
Primary officer: Beth Ann Rafferty, CFO & Vice President, Finance

How to reach them

WebsiteVisit the charity’s website Phone(210) 522-2077

Filing and classification

Latest tax year: 2023
Tax period began: September 30, 2023
Return type: 990
Tax preparer: ERNST & YOUNG US LLP
NTEE classification: Science & Technology (U990)
Grant-giving organization: Yes