SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT
EIN 74-1966423 SAN ANTONIO, TX
- Revenue 2024
- $39,508,700
- Expenses 2024
- $39,445,524
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 09
- Classification
- 1000
- Street
- 6220 CULEBRA RD
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
The plan is a self-funded plan that provides health care benefits (medical and dental) to active employees of Southwest Research Institute and other eligible persons.
Activities or mission (Part I)
Provide health care benefits to members & eligible persons
-
Medical and dental benefits for approximately 3,000 members and their dependents.
Expenses $39,445,524 · Revenue $39,283,345
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Adam Hamilton
President
- Total calculated
- $1,783,365
- From this org
- $0
- From related orgs
- $1,739,762
- Other
- $43,603
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $1,147,600 related
- Bonus
- not reported + $581,878 related
- Other
- not reported + $10,284 related
- Deferred
- not reported + $34,578 related
- Nontaxable benefits
- not reported + $9,025 related
- Filer's total
- not reported + $1,783,365 related
-
WD Downing
Director
- Total calculated
- $1,075,094
- From this org
- $0
- From related orgs
- $1,028,204
- Other
- $46,890
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $772,264 related
- Bonus
- not reported + $225,893 related
- Other
- not reported + $30,047 related
- Deferred
- not reported + $34,578 related
- Nontaxable benefits
- not reported + $12,312 related
- Filer's total
- not reported + $1,075,094 related
-
Beth Ann Rafferty
V.P. Finance
- Total calculated
- $667,388
- From this org
- $0
- From related orgs
- $623,828
- Other
- $43,560
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $494,290 related
- Bonus
- not reported + $119,473 related
- Other
- not reported + $10,065 related
- Deferred
- not reported + $34,578 related
- Nontaxable benefits
- not reported + $8,982 related
- Filer's total
- not reported + $667,388 related
-
Delia Aguilar
Treasurer
- Total calculated
- $364,537
- From this org
- $0
- From related orgs
- $330,310
- Other
- $34,227
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $294,166 related
- Bonus
- not reported + $28,457 related
- Other
- not reported + $7,687 related
- Deferred
- not reported + $29,498 related
- Nontaxable benefits
- not reported + $4,729 related
- Filer's total
- not reported + $364,537 related
-
JD Bates
Director
- Total calculated
- $344,731
- From this org
- $0
- From related orgs
- $344,731
- Other
- $0
- Hours/week
- 0.1 + 2 related
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported + $344,731 related
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $344,731 related
-
Bryl B Brockman
Asst. Treasurer
- Total calculated
- $306,443
- From this org
- $0
- From related orgs
- $268,031
- Other
- $38,412
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $239,602 related
- Bonus
- not reported + $24,135 related
- Other
- not reported + $4,294 related
- Deferred
- not reported + $24,507 related
- Nontaxable benefits
- not reported + $13,905 related
- Filer's total
- not reported + $306,443 related
-
Jan L Newton
Chair
- Total calculated
- $73,250
- From this org
- $0
- From related orgs
- $73,250
- Other
- $0
- Hours/week
- 0.1 + 4 related
-
Milton B Lee II
Director
- Total calculated
- $47,500
- From this org
- $0
- From related orgs
- $47,500
- Other
- $0
- Hours/week
- 0.1 + 3 related
-
Philip D Green
Director
- Total calculated
- $45,000
- From this org
- $0
- From related orgs
- $45,000
- Other
- $0
- Hours/week
- 0.1 + 3 related
-
Philip J Pfeiffer
Director
- Total calculated
- $45,000
- From this org
- $0
- From related orgs
- $45,000
- Other
- $0
- Hours/week
- 0.1 + 3 related
-
Kimberly Lubel
Vice Chair
- Total calculated
- $45,000
- From this org
- $0
- From related orgs
- $45,000
- Other
- $0
- Hours/week
- 0.1 + 3 related
-
Sam G Dawson
Director
- Total calculated
- $40,000
- From this org
- $0
- From related orgs
- $40,000
- Other
- $0
- Hours/week
- 0.1 + 2 related
-
Wayne S Alexander
Director
- Total calculated
- $40,000
- From this org
- $0
- From related orgs
- $40,000
- Other
- $0
- Hours/week
- 0.1 + 2 related
-
Eugene L Ames
Director
- Total calculated
- $40,000
- From this org
- $0
- From related orgs
- $40,000
- Other
- $0
- Hours/week
- 0.1 + 2 related
-
Esperanza Hope Andrade
Director
- Total calculated
- $40,000
- From this org
- $0
- From related orgs
- $40,000
- Other
- $0
- Hours/week
- 0.1 + 2 related
-
Robert G Newman
Director
- Total calculated
- $40,000
- From this org
- $0
- From related orgs
- $40,000
- Other
- $0
- Hours/week
- 0.1 + 2 related
-
Ricardo Romo
Former Board Member
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $20,000 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $20,000 related
-
Frost National Bank
Instl. Trustee
- Total calculated
- $18,372
- From this org
- $18,372
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
David S Zachry
Director
- 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $39,508,700
- Expenses
- $39,445,524
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $35,094,908
- Expenses
- $34,962,270
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $33,302,240
- Expenses
- $32,779,376
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $33,783,488
- Expenses
- $33,143,430
- Assets (EOY)
- $3,754,586
-
2020 · 990
- Revenue
- $26,203,343
- Expenses
- $25,904,171
- Assets (EOY)
- $3,514,528
-
2019 · 990
- Revenue
- $27,472,898
- Expenses
- $27,115,364
- Assets (EOY)
- $2,815,356
-
2018 · 990
- Revenue
- $22,400,137
- Expenses
- $22,622,534
- Assets (EOY)
- $2,457,822
-
2017 · 990
- Revenue
- $27,814,406
- Expenses
- $27,845,724
- Assets (EOY)
- $2,680,219
-
2016 · 990
- Revenue
- $29,599,392
- Expenses
- $29,538,081
- Assets (EOY)
- $2,711,537
-
2015 · 990
- Revenue
- $29,472,441
- Expenses
- $29,266,020
- Assets (EOY)
- $2,650,226
-
2014 · 990
- Revenue
- $28,591,346
- Expenses
- $28,548,979
- Assets (EOY)
- $2,443,805
-
2013 · 990
- Revenue
- $30,206,441
- Expenses
- $30,179,640
- Assets (EOY)
- $2,401,438
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(c)(3) · Scientific Research · TX
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.