SOUTHWESTERN MEDICAL FOUNDATION Charity Report

Public IRS 990 nonprofit record

SOUTHWESTERN MEDICAL FOUNDATION

EIN 75-0945939 · Education (B110)

What they do

SOUTHWESTERN MEDICAL FOUNDATION (THE "FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NON-PROFIT CORPORATION, COMMITTED to THE DEVELOPMENT and IMPROVEMENT of MEDICAL EDUCATION, MEDICAL RESEARCH and PATIENT CARE IN THE NORTH TEXAS COMMUNITY and THROUGHOUT THE WORLD. IN 1943, THE FOUNDATION ESTABLISHED SOUTHWESTERN MEDICAL COLLEGE, NOW KNOWN AS THE UNIVERSITY of TEXAS SOUTHWESTERN MEDICAL CENTER (THE "CENTER"). THE FOUNDATION CONTINUES to RAISE and MANAGE PRIVATE PHILANTHROPIC DOLLARS PRIMARILY for CONTINUED SUPPORT of THE CENTER THROUGH GRANTS and SCHOLARSHIPS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.20 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 2024The charity has a recent tax report to read.

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

They name their leaders95 people are listed in the latest report.

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

Money made simple

27.24%of revenue went to mission work90.2% of expenses · Program services

1.02%of revenue went to fundraising3.4% of expenses

$30.21spent for every $100 of revenueRevenue covered expenses this year.

1.95%of revenue went to management and office costs6.5% of expenses

$23.34in assets for every $1 spent this yearSome assets cannot be spent right away.

31.4%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 $490,343 for MICHAEL MCMAHAN (PRESIDENT AND CEO). 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 2024

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$183,069,250

Mission workProgram services$49,875,77427.24% of revenue90.2% of expenses

ManagementOffice and general costs$3,569,0841.95% of revenue6.5% of expenses

FundraisingAsking for donations$1,860,1671.02% of revenue3.4% of expenses

Revenue left after expensesReported annual surplus$127,764,22569.79% of revenueShown in gray on the chart

Total expenses$55,305,02530.21% 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

2024CurrentExpense mix: 90.2% mission · 6.5% management · 3.4% fundraisingTotal expenses: 30.21% of revenue

2023Expense mix: 88.4% mission · 8.3% management · 3.3% fundraisingTotal expenses: 71.23% of revenue

2022Expense mix: 93.9% mission · 4.3% management · 1.8% fundraisingTotal expenses: 102.54% of revenue

2021Expense mix: 91.6% mission · 5.7% management · 2.6% fundraisingTotal expenses: 41.01% of revenue

2020Expense mix: 90.2% mission · 6.4% management · 3.4% fundraisingTotal expenses: 130.95% of revenue

2019Expense mix: 87.5% mission · 8.6% management · 3.9% fundraisingTotal expenses: 65.93% of revenue

2018Expense mix: 89.8% mission · 7.1% management · 3.1% fundraisingTotal expenses: 43.47% of revenue

2017Expense mix: 88.1% mission · 7.4% management · 4.5% fundraisingTotal expenses: 53.97% of revenue

Money in and money out

Revenue$183,069,250

Expenses$55,305,025

Annual surplus $127,764,225 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)$49,875,774 · 90.2% of expenses

Management and office costs$3,569,084 · 6.5% of expenses

Fundraising$1,860,167 · 3.4% of expenses

See all reported dollar amounts

Revenue$183,069,250

Expenses$55,305,025

Assets$1,290,642,191

Income$399,168,699

Contributions$57,558,864

Mission work (program services)$49,875,774

Fundraising$1,860,167

Grants given$352,854,144

Average grant$531,407

Management and general$3,569,084

Stocks and bonds$513,762,007

Accounting fees$150,178

Investing fees$844,808

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

MICHAEL MCMAHANPRESIDENT AND CEO · 40 hrs/week $490,343Base $441,583 · Other $48,760

SARAH FLETCHERCHIEF FINANCIAL OFFICER · 40 hrs/week $290,063Base $263,000 · Other $27,063

TRAE HOLMESSENIOR DIRECTOR OF ACCOUNT · 40 hrs/week $196,272Base $165,278 · Other $30,994

STEPHANIE VIDIKANSENIOR DIRECTOR OF OPERATIONS · 40 hrs/week $176,999Base $148,350 · Other $28,649

EMILY DAVISCORPORATE SECRETARY · 40 hrs/week $176,850Base $150,040 · Other $26,810

BRITTANY LEBLINGDIRECTOR OF COMMUNICATIONS · 40 hrs/week $152,230Base $136,062 · Other $16,168

BLAKE EVANSDIRECTOR OF DONOR RELATIONS · 40 hrs/week $133,950Base $110,920 · Other $23,030

RAPHAEL FOSTERSENIOR FINANCIAL ANALYST AND TREASURY MANAGER · 40 hrs/week $131,777Base $108,304 · Other $23,473

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 (95)

MICHAEL MCMAHANPRESIDENT AND CEO

SARAH FLETCHERCHIEF FINANCIAL OFFICER

TRAE HOLMESSENIOR DIRECTOR OF ACCOUNT

STEPHANIE VIDIKANSENIOR DIRECTOR OF OPERATIONS

EMILY DAVISCORPORATE SECRETARY

BRITTANY LEBLINGDIRECTOR OF COMMUNICATIONS

BLAKE EVANSDIRECTOR OF DONOR RELATIONS

RAPHAEL FOSTERSENIOR FINANCIAL ANALYST AND TREASURY MANAGER

MATTHEW S RAMSEYTRUSTEE

MARVIN J STONE MDTRUSTEE

MARSHALL PAYNETRUSTEE

MCHENRY T TICHENOR JRTRUSTEE

MARK D GIBSONTRUSTEE

MARK ZALETRUSTEE

MARK LANGDALETRUSTEE

MARGARET VONDER HOYATRUSTEE

MANDY GINSBERGTRUSTEE

LIZ ARMSTRONGTRUSTEE

LYDIA H NOVAKOVTRUSTEE

LUCY BILLINGSLEYTRUSTEE

NICOLE G SMALLTRUSTEE

LINDA PITTS CUSTARDTRUSTEE

LINDA P EVANSTRUSTEE

LINDA KAOTRUSTEE

LELAND R BURKTRUSTEE

KIT TENNISON MONCRIEFTRUSTEE

KIP TINDELLTRUSTEE

KIM J ASKEWTRUSTEE

KENNETH A HERSHTRUSTEE

ROBERT H DEDMAN JRTRUSTEE

TUCKER S BRIDWELLTRUSTEE

TODD WILLIAMSTRUSTEE

TODD LEMKINTRUSTEE

TIMOTHY P COSTELLOTRUSTEE

SHONN BROWNTRUSTEE

SARAH K MILLERTRUSTEE

SAM L SUSSERTRUSTEE

ROD C JONESTRUSTEE

ROBERT W JORDANTRUSTEE

MICHAEL L KAHNTRUSTEE

ROBERT B ROWLINGTRUSTEE

RANDY BOWMANTRUSTEE

RANDY BESTTRUSTEE

PILAR TABERNERO HENRYTRUSTEE

PETER D BRUNDAGETRUSTEE

PETE CHILLIANTRUSTEE

NITA P CLARKTRUSTEE

KATIE H ROBBINSTRUSTEE

NANCY CAIN MARCUS PHDTRUSTEE

CHARMAINE TANGTRUSTEE

DAVID T SEATONTRUSTEE

DAVID R CORRIGANTRUSTEE

DAVID O BROWNTRUSTEE

DAVID C HALEYTRUSTEE

DAVID B MILLERTRUSTEE

DANIEL K PODOLSKY MDTRUSTEE

DANIEL G ROUTMANTRUSTEE

CURT FARMERTRUSTEE

CONNIE ONEILLTRUSTEE

CHRIS KLEINERTTRUSTEE

CHERYL D ALSTONTRUSTEE

DAWN ZIERKTRUSTEE

CHARLES W MATTHEWSTRUSTEE

CATHERINE M ROSETRUSTEE

CATE FORDTRUSTEE

CARTER MONTGOMERYTRUSTEE

CAREN KLINETRUSTEE

BRIAN SCHULTZTRUSTEE

BONNIE BASS SMITHTRUSTEE

BOB JORDANTRUSTEE

ANDERSEN C FISHERTRUSTEE

AMY MCKNIGHTTRUSTEE

JAN HART BLACKTRUSTEE

KAY BAILEY HUTCHISONTRUSTEE

ALFREDA B NORMANTRUSTEE

KATHY CROWTRUSTEE

KATHLEEN J WUTRUSTEE

JOYCE LACERTETRUSTEE

JOAN BUCHANAN HILLTRUSTEE

JERRY V SMITHTRUSTEE

JERE W THOMPSON JRCHAIRMAN OF THE BOARD

JENNIFER SCRIPPSTRUSTEE

JENNIFER CHANDLERTRUSTEE

JEANNE L PHILLIPSTRUSTEE

KELVIN A BAGGETT MDTRUSTEE

JAMES R HUFFINESTRUSTEE

JAMES KEYESTRUSTEE

JACOB JONESTRUSTEE

JACK B LOWE JRTRUSTEE

J ROBERT BROWNTRUSTEE

J RAY NIXON JRTRUSTEE

IMRAN KHANTRUSTEE

HOLLAND P GARYTRUSTEE

HILL A FEINBERGTRUSTEE

DENNIS WONGTRUSTEE

About this charity

Recognized since: January 1940
Location: 3889 MAPLE AVE STE 100, DALLAS, TX 75219-3914
County: Dallas
In care of: % SOUT
Primary officer: MICHAEL MCMAHAN, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(214) 351-6143

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WHITLEY PENN LLP
NTEE classification: Education (B110)
Grant-giving organization: Yes