Skip to content
Nonprofiteer
← All organizations

SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT

EIN 74-1966423 SAN ANTONIO, TX

Largest nonprofits in Texas

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

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.