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Nonprofiteer
← TOM SLICK MEMORIAL FOR SOUTHWEST RESEARCH INSTITUTE

Form 990 for tax year 2023

Filed by TOM SLICK MEMORIAL FOR SOUTHWEST RESEARCH INSTITUTE.

Totals

Total revenue
$162,347
Total expenses
$162,347
Contributions and grants received
$0
Grants paid
$152,760
Program service revenue
$0
Investment income
$0
Other revenue
$162,347
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$152,760
Management and general expenses
$9,587
Fundraising expenses
$0
Program service expenses (Part III)
$152,760

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 5 · Royalties

    total $162,347 · excluded $162,347

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $152,760 · program services $152,760

  • 23 · Insurance

    total $429 · management and general $429

  • 24a · Other expenses: Ad Valorem Tax

    total $9,158 · management and general $9,158

Mission and programs · 2023

Mission

The purpose of the Trust is to devote and apply the property of the Trust and the income derived therefrom exclusively for the scientific or educational purposes of the Southwest Research Institute within the State of Texas. See Schedule OThe Trust is organized and at all times hereafter shall be operated exclusively for the benefit of the Institute and the Trust shall be supervised in connection with the Institute.

Activities or mission (Part I)

Support for Southwest Research Institute's Scientific & Educational Purposes

  • Cash Distributed to Southwest Research Institute for scientific and educational purposes of the Institute. The Institute's mission is to benefit Government, Industry, and the Public through innovative science & technology.

    Expenses $152,760 · Grants $152,760

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Adam Hamilton

    Trustee

    Total calculated
    $1,718,720
    From this org
    $0
    From related orgs
    $1,661,889
    Other
    $56,831
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,081,105 related
    Bonus
    $0 + $548,000 related
    Other
    $0 + $32,784 related
    Deferred
    $0 + $33,096 related
    Nontaxable benefits
    $0 + $23,735 related
    Filer's total
    $0 + $1,718,720 related

  • Walter D Downing Jr

    Trustee

    Total calculated
    $1,079,454
    From this org
    $0
    From related orgs
    $1,020,498
    Other
    $58,956
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $729,049 related
    Bonus
    $0 + $239,875 related
    Other
    $0 + $51,574 related
    Deferred
    $0 + $33,096 related
    Nontaxable benefits
    $0 + $25,860 related
    Filer's total
    $0 + $1,079,454 related

  • J Dan Bates

    Trustee

    Total calculated
    $341,231
    From this org
    $0
    From related orgs
    $341,231
    Other
    $0
    Hours/week
    0.1 + 2 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $341,231 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $341,231 related

  • David S Zachry

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • Wayne S Alexander

    Trustee

    Total calculated
    $39,000
    From this org
    $0
    From related orgs
    $39,000
    Other
    $0
    Hours/week
    0.1 + 2 related

  • Eugene L Ames

    Trustee

    Total calculated
    $36,000
    From this org
    $0
    From related orgs
    $36,000
    Other
    $0
    Hours/week
    0.1 + 2 related

  • Milton B Lee II

    Trustee

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.1 + 3 related

  • Phillip J Pfeiffer

    Trustee

    Total calculated
    $40,750
    From this org
    $0
    From related orgs
    $40,750
    Other
    $0
    Hours/week
    0.1 + 3 related

  • Mary Ann Rankin

    Trustee (End 12/31/2023)

    Total calculated
    $36,000
    From this org
    $0
    From related orgs
    $36,000
    Other
    $0
    Hours/week
    0.1 + 1 related

  • Ricardo Romo

    Trustee (End 12/31/2023)

    Total calculated
    $16,000
    From this org
    $0
    From related orgs
    $16,000
    Other
    $0
    Hours/week
    0.1 + 1 related

  • Sam G Dawson

    Trustee

    Total calculated
    $61,750
    From this org
    $0
    From related orgs
    $61,750
    Other
    $0
    Hours/week
    0.1 + 2 related

  • Phillip D Green

    Trustee

    Total calculated
    $41,000
    From this org
    $0
    From related orgs
    $41,000
    Other
    $0
    Hours/week
    0.1 + 3 related

  • Kimberly S Lubel

    Trustee

    Total calculated
    $37,000
    From this org
    $0
    From related orgs
    $37,000
    Other
    $0
    Hours/week
    0.1 + 3 related

  • Jan Newton

    Trustee

    Total calculated
    $42,500
    From this org
    $0
    From related orgs
    $42,500
    Other
    $0
    Hours/week
    0.1 + 4 related

  • Esperanza Andrade

    Trustee (Begin 01/01/2024)

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • Robert G Newman

    Trustee (Begin 01/01/2024)

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

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, and on a Form 990-PF Part VIII's — 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4b
Also referencing Form 990, Part VII, Sec. A., Col. (E) and Schedule J, Part II, Col. (B) regarding J. Dan Bates. Southwest Research Institute, a related organization, has a noncontributory defined benefit pension plan, which is a grandfathered 457 plan, that was granted to Institute officers who were employed as of April 30, 1981. Benefits are provided through a group annuity contract. The last active participant, J. Dan Bates, retired in September, 2014. He will receive a monthly benefit for his lifetime, with a twenty-year guarantee. The actual benefit paid in 2023 was $301,981. Additionally, he received Director's Fees of $39,250.
Part I, Line 7
The Institute has Officer and Executive Incentive Compensation Plans which are subject to oversight by the Compensation Committee and the Board of Directors. The plans are based on the Institute's mission and use both strategic and operational performance metrics as the basis for annual nonfixed payments, if any. All amounts paid under the incentive plans are reviewed and approved by the Board Compensation Committee. Amounts paid during calendar year 2023 are shown on Sch. J, Part II, Col. (B)(ii).

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202532269349302913

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