Form 990 for tax year 2024
Filed by SOUTHWESTERN MEDICAL FOUNDATION.
Totals
- Total revenue
- $183,069,250
- Total expenses
- $55,305,025
- Contributions and grants received
- $57,558,864
- Grants paid
- $48,528,987
- Program services expenses (Part IX)
- $49,875,774
- Management and general expenses
- $3,569,084
- Fundraising expenses
- $1,860,167
- Program service expenses (Part III)
- $49,875,774
Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JERE W THOMPSON JR
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 0.25
-
CHERYL D ALSTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
LIZ ARMSTRONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KIM J ASKEW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KELVIN A BAGGETT MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
RANDY BEST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
LUCY BILLINGSLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JAN HART BLACK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
RANDY BOWMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
TUCKER S BRIDWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DAVID O BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
J ROBERT BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
SHONN BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
PETER D BRUNDAGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
LELAND R BURK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JENNIFER CHANDLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
PETE CHILLIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
NITA P CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DAVID R CORRIGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
TIMOTHY P COSTELLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KATHY CROW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
LINDA PITTS CUSTARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
ROBERT H DEDMAN JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
LINDA P EVANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CURT FARMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
HILL A FEINBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
ANDERSEN C FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CATE FORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
HOLLAND P GARY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MARK D GIBSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MANDY GINSBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DAVID C HALEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
PILAR TABERNERO HENRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KENNETH A HERSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JOAN BUCHANAN HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JAMES R HUFFINES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KAY BAILEY HUTCHISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JACOB JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
ROD C JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
BOB JORDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
ROBERT W JORDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MICHAEL L KAHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
LINDA KAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JAMES KEYES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
IMRAN KHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CHRIS KLEINERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CAREN KLINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JOYCE LACERTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MARK LANGDALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
TODD LEMKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JACK B LOWE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
NANCY CAIN MARCUS PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CHARLES W MATTHEWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
AMY MCKNIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DAVID B MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
SARAH K MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KIT TENNISON MONCRIEF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CARTER MONTGOMERY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
J RAY NIXON JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
ALFREDA B NORMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
LYDIA H NOVAKOV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CONNIE O'NEILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MARSHALL PAYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JEANNE L PHILLIPS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DANIEL K PODOLSKY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MATTHEW S RAMSEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KATIE H ROBBINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CATHERINE M ROSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DANIEL G ROUTMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
ROBERT B ROWLING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
BRIAN SCHULTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JENNIFER SCRIPPS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DAVID T SEATON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
NICOLE G SMALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
BONNIE BASS SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
JERRY V SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MARVIN J STONE MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
SAM L SUSSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
CHARMAINE TANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MCHENRY T TICHENOR JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KIP TINDELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MARGARET VONDER HOYA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
TODD WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DENNIS WONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
KATHLEEN J WU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MARK ZALE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
DAWN ZIERK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
MICHAEL MCMAHAN
PRESIDENT AND CEO
- Total calculated
- $490,343
- From this org
- $441,583
- From related orgs
- $0
- Other
- $48,760
- Hours/week
- 40 + 0.25 related
Schedule J breakdown matched by us
- Base
- $441,583
- Bonus
- $0
- Other
- $0
- Deferred
- $34,500
- Nontaxable benefits
- $14,260
- Filer's total
- $490,343
-
SARAH FLETCHER
CHIEF FINANCIAL OFFICER
- Total calculated
- $290,063
- From this org
- $263,000
- From related orgs
- $0
- Other
- $27,063
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,000
- Bonus
- $0
- Other
- $0
- Deferred
- $26,300
- Nontaxable benefits
- $763
- Filer's total
- $290,063
-
EMILY DAVIS
CORPORATE SECRETARY
- Total calculated
- $176,850
- From this org
- $150,040
- From related orgs
- $0
- Other
- $26,810
- Hours/week
- 40 + 0.25 related
Schedule J breakdown matched by us
- Base
- $150,040
- Bonus
- $0
- Other
- $0
- Deferred
- $15,100
- Nontaxable benefits
- $11,710
- Filer's total
- $176,850
-
TRAE HOLMES
SENIOR DIRECTOR OF ACCOUNT
- Total calculated
- $196,272
- From this org
- $165,278
- From related orgs
- $0
- Other
- $30,994
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,278
- Bonus
- $0
- Other
- $0
- Deferred
- $17,250
- Nontaxable benefits
- $13,744
- Filer's total
- $196,272
-
STEPHANIE VIDIKAN
SENIOR DIRECTOR OF OPERATIONS
- Total calculated
- $176,999
- From this org
- $148,350
- From related orgs
- $0
- Other
- $28,649
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,350
- Bonus
- $0
- Other
- $0
- Deferred
- $14,950
- Nontaxable benefits
- $13,699
- Filer's total
- $176,999
-
BRITTANY LEBLING
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $152,230
- From this org
- $136,062
- From related orgs
- $0
- Other
- $16,168
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,062
- Bonus
- $0
- Other
- $0
- Deferred
- $1,650
- Nontaxable benefits
- $14,518
- Filer's total
- $152,230
-
BLAKE EVANS
DIRECTOR OF DONOR RELATIONS
- Total calculated
- $133,950
- From this org
- $110,920
- From related orgs
- $0
- Other
- $23,030
- Hours/week
- 40
-
RAPHAEL FOSTER
SENIOR FINANCIAL ANALYST AND TREASURY MANAGER
- Total calculated
- $131,777
- From this org
- $108,304
- From related orgs
- $0
- Other
- $23,473
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$17,475,561
SUMMER 2024 SEMI-ANNUAL 4.5% DISTRIBUTIONS
-
$17,345,872
SPRING 2024 SEMI-ANNUAL 4.5% DISTRIBUTIONS
-
$2,127,101
TO SUPPORT KEY ACTIVITIES AT UT SOUTHWESTERN MEDICAL SCHOOL
-
CANCER PREVENTION INITIATIVE INC
$1,595,000
CANCER PREVENTION INITIATIVE
-
$1,380,000
TO SUPPORT INITIATIVES OF THE PETER O'DONNELL, JR. BRAIN INSTITUTE
-
$1,000,040
TO SUPPORT THE HAROLD C. SIMMONS COMPREHENSIVE CANCER CENTER
-
$677,048
MARY R. SANER ENDOWMENT FUND ANNUAL 4% DISTRIBUTION TO BE APPLIED TO OUTSTANDING HOSPITAL BILLS FOR INDIGENT ELDERLY PATIENTS
-
$572,440
TO SUPPORT THE O'DONNELL BRAIN INSTITUTE
-
$537,996
TO SUPPORT VARIOUS INITIATIVES AT UTSW
-
$500,000
TO SUPPORT THE EXPANSION OF AN OPERATING ROOM "BLACK BOX"
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDE FUNDS TO SUPPORT THE CHARITABLE ACTIVITIES OF SW MEDICAL FOUNDATION · TX
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503219349310845
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.