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Nonprofiteer
← SOUTHWEST RESEARCH INSTITUTE

Form 990 for tax year 2024

Filed by SOUTHWEST RESEARCH INSTITUTE.

Totals

Total revenue
$978,595,721
Total expenses
$935,178,709
Contributions and grants received
$182,788
Grants paid
$640,152
Program services expenses (Part IX)
$790,790,766
Management and general expenses
$144,387,943
Fundraising expenses
$0
Program service expenses (Part III)
$790,790,766

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Adam Hamilton

    Pres./CEO/Dir.

    Total calculated
    $1,799,081
    From this org
    $1,739,762
    From related orgs
    $0
    Other
    $59,319
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $1,124,600
    Bonus
    $581,878
    Other
    $33,284
    Deferred
    $34,578
    Nontaxable benefits
    $24,741
    Filer's total
    $1,799,081

  • Walter D Downing Jr

    Exec.VP/COO/Dir

    Total calculated
    $1,090,879
    From this org
    $1,028,204
    From related orgs
    $0
    Other
    $62,675
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $749,264
    Bonus
    $225,893
    Other
    $53,047
    Deferred
    $34,578
    Nontaxable benefits
    $28,097
    Filer's total
    $1,090,879

  • James L Burch

    Sr. Vice Pres.

    Total calculated
    $795,913
    From this org
    $735,603
    From related orgs
    $0
    Other
    $60,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $599,268
    Bonus
    $104,601
    Other
    $31,734
    Deferred
    $34,578
    Nontaxable benefits
    $25,732
    Filer's total
    $795,913

  • Robin Canup

    Vice President

    Total calculated
    $682,503
    From this org
    $613,053
    From related orgs
    $0
    Other
    $69,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $486,178
    Bonus
    $96,288
    Other
    $30,587
    Deferred
    $34,578
    Nontaxable benefits
    $34,872
    Filer's total
    $682,503

  • Beth Ann Rafferty

    CFO/Sec/VP-Fin.

    Total calculated
    $681,618
    From this org
    $623,828
    From related orgs
    $0
    Other
    $57,790
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $471,290
    Bonus
    $119,473
    Other
    $33,065
    Deferred
    $34,578
    Nontaxable benefits
    $23,212
    Filer's total
    $681,618

  • Sol A Stern

    Associate VP

    Total calculated
    $643,701
    From this org
    $595,146
    From related orgs
    $0
    Other
    $48,555
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $554,958
    Bonus
    not reported
    Other
    $40,188
    Deferred
    $34,578
    Nontaxable benefits
    $13,977
    Filer's total
    $643,701

  • C Nils Smith

    Vice President

    Total calculated
    $609,445
    From this org
    $541,304
    From related orgs
    $0
    Other
    $68,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $419,213
    Bonus
    $112,892
    Other
    $9,199
    Deferred
    $34,578
    Nontaxable benefits
    $33,563
    Filer's total
    $609,445

  • Scott J Bolton

    Associate V.P.

    Total calculated
    $605,280
    From this org
    $529,110
    From related orgs
    $0
    Other
    $76,170
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $511,922
    Bonus
    not reported
    Other
    $17,188
    Deferred
    $34,578
    Nontaxable benefits
    $41,592
    Filer's total
    $605,280

  • Steven D Marty

    Vice President

    Total calculated
    $568,843
    From this org
    $507,283
    From related orgs
    $0
    Other
    $61,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $415,493
    Bonus
    $84,798
    Other
    $6,992
    Deferred
    $34,578
    Nontaxable benefits
    $26,982
    Filer's total
    $568,843

  • Michael K McLelland

    Vice President

    Total calculated
    $566,215
    From this org
    $506,483
    From related orgs
    $0
    Other
    $59,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,684
    Bonus
    $80,652
    Other
    $9,147
    Deferred
    $34,578
    Nontaxable benefits
    $25,154
    Filer's total
    $566,215

  • Monica R Trollinger

    General Counsel

    Total calculated
    $561,223
    From this org
    $490,842
    From related orgs
    $0
    Other
    $70,381
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $377,564
    Bonus
    $96,120
    Other
    $17,158
    Deferred
    $34,578
    Nontaxable benefits
    $35,803
    Filer's total
    $561,223

  • Steven W Dellenback

    Vice President

    Total calculated
    $559,699
    From this org
    $497,212
    From related orgs
    $0
    Other
    $62,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,626
    Bonus
    $94,350
    Other
    $15,236
    Deferred
    $34,578
    Nontaxable benefits
    $27,909
    Filer's total
    $559,699

  • Daniel W Stewart

    Vice President

    Total calculated
    $549,758
    From this org
    $481,692
    From related orgs
    $0
    Other
    $68,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,754
    Bonus
    $87,123
    Other
    $8,815
    Deferred
    $34,578
    Nontaxable benefits
    $33,488
    Filer's total
    $549,758

  • Stephan A Fuselier

    Executive Director

    Total calculated
    $525,008
    From this org
    $487,875
    From related orgs
    $0
    Other
    $37,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $448,430
    Bonus
    not reported
    Other
    $39,445
    Deferred
    $34,578
    Nontaxable benefits
    $2,555
    Filer's total
    $525,008

  • Anthony Magaro

    Vice President

    Total calculated
    $487,984
    From this org
    $426,178
    From related orgs
    $0
    Other
    $61,806
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,586
    Bonus
    $78,800
    Other
    $41,792
    Deferred
    $34,077
    Nontaxable benefits
    $27,729
    Filer's total
    $487,984

  • Harold F Levison

    Program Director

    Total calculated
    $475,053
    From this org
    $417,175
    From related orgs
    $0
    Other
    $57,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $402,463
    Bonus
    not reported
    Other
    $14,712
    Deferred
    $34,578
    Nontaxable benefits
    $23,300
    Filer's total
    $475,053

  • Jim R Keys

    Vice President

    Total calculated
    $470,298
    From this org
    $423,012
    From related orgs
    $0
    Other
    $47,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,095
    Bonus
    $78,750
    Other
    $31,167
    Deferred
    $34,053
    Nontaxable benefits
    $13,233
    Filer's total
    $470,298

  • Ben H Thacker

    Vice President

    Total calculated
    $449,687
    From this org
    $391,113
    From related orgs
    $0
    Other
    $58,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,588
    Bonus
    $65,520
    Other
    $31,005
    Deferred
    $32,667
    Nontaxable benefits
    $25,907
    Filer's total
    $449,687

  • Joe A McDonough

    Vice President

    Total calculated
    $435,218
    From this org
    $369,806
    From related orgs
    $0
    Other
    $65,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,488
    Bonus
    $62,920
    Other
    $8,398
    Deferred
    $30,922
    Nontaxable benefits
    $34,490
    Filer's total
    $435,218

  • Paul Easley

    Vice President

    Total calculated
    $430,743
    From this org
    $375,831
    From related orgs
    $0
    Other
    $54,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,854
    Bonus
    $63,047
    Other
    $11,930
    Deferred
    $30,646
    Nontaxable benefits
    $24,266
    Filer's total
    $430,743

  • Brian J Schimmoller

    Pres/CEO SSLLC

    Total calculated
    $384,164
    From this org
    $370,716
    From related orgs
    $0
    Other
    $13,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,396
    Bonus
    not reported
    Other
    $320
    Deferred
    not reported
    Nontaxable benefits
    $13,448
    Filer's total
    $384,164

  • Delia Aguilar

    Treas./Asst.Sec

    Total calculated
    $373,546
    From this org
    $330,310
    From related orgs
    $0
    Other
    $43,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,166
    Bonus
    $28,457
    Other
    $30,687
    Deferred
    $29,498
    Nontaxable benefits
    $13,738
    Filer's total
    $373,546

  • Jose Navarro

    VP until 12/24

    Total calculated
    $358,836
    From this org
    $296,109
    From related orgs
    $0
    Other
    $62,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,478
    Bonus
    not reported
    Other
    $8,631
    Deferred
    $29,463
    Nontaxable benefits
    $33,264
    Filer's total
    $358,836

  • J Dan Bates-See Sch J Part II

    Director

    Total calculated
    $344,731
    From this org
    $344,731
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.1 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $344,731
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $344,731

  • Byrl B Brockman

    Asst. Treasurer

    Total calculated
    $328,504
    From this org
    $268,031
    From related orgs
    $0
    Other
    $60,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,602
    Bonus
    $24,135
    Other
    $4,294
    Deferred
    $24,507
    Nontaxable benefits
    $35,966
    Filer's total
    $328,504

  • Jan Newton

    Director-Chair

    Total calculated
    $73,250
    From this org
    $73,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 0.1 related

  • Milton B Lee II

    Director

    Total calculated
    $47,500
    From this org
    $47,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 0.1 related

  • Phillip J Pfeiffer

    Director

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 0.1 related

  • Phillip D Green

    Director

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 0.1 related

  • Kimberly S Lubel

    Director-ViceCh

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 0.1 related

  • Wayne S Alexander

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.1 related

  • Eugene L Ames

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.1 related

  • Sam G Dawson

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.1 related

  • Esperanza Hope Andrade

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.1 related

  • Robert G Newman

    Director

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.1 related

  • Ricardo Romo

    Former Director

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $20,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $20,000

  • David S Zachry

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.1 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 — 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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 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
  • 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 1a: Relevant information in regards to selections on 1a.
First class or charter travel: The Institute's travel policy generally does not permit first class or charter travel. There are a small number of exceptions for approved medical accomodations or other business required special circumstances.Tax indemnification and gross-up payments: SwRI provided additional cash compensation (reported on the W-2 and Schedule J) to partially offset the economic impact of a grandfathered taxable benefit to one officer. This represents .24% of total officer compensation.Health or social club dues/fees: SwRI reimburses the membership cost for one officer at a social club. The personal portion is included in compensation and any charges related to personal use are paid by the officer.
Part I, Line 7: Non-Fixed payments not listed above
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. Incentive compensation is paid to other employees, including one of the five highest compensated employees, as determined by internal management. Amounts paid during calendar year 2024 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.

  • ESSAR Recreation Association

    501(C)(4) · Improve the morale and welfare of member · TX · controlled entity

    Directly controlled by Southwest Research Institute

  • Tom Slick Memorial Trust for SwRI

    501(C)(3) · Support for Southwest Research Institute · TX · controlled entity

    Directly controlled by Southwest Research Institute

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.2
Source object
202622249349301527

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