SOUTHWEST RESEARCH INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST RESEARCH INSTITUTE (EIN 74-1070544)
- Tax period
- 2024-09-28 to 2025-09-26
- Filed
- 2026-08-12
- IRS object ID
- 202622249349301527
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T11:54:02-07:00 | ReturnTs |
| Tax Period End | 2025-09-26 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 Houston Street | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-28 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741070544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2105222077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6220 Culebra Road | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Ann Rafferty | PersonNm |
| Person Title | CFO & VP of Finance | PersonTitleTxt |
| Signature | 2026-08-12 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melva Scott | PreparerPersonNm |
| PTIN | P01207335 | PTIN |
| Phone | 8173351900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beth Ann Rafferty | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6220 Culebra Road | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $979,169,504 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.swri.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Benefiting government, industry & the public through innovative science & technology. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 3529 | TotalEmployeeCnt |
| Total Gross UBI | $71,059,787 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,308,826 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $405,403 | PYContributionsGrantsAmt |
| CY Contributions Grants | $182,788 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $914,546,152 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $967,808,948 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,254,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,096,879 | CYInvestmentIncomeAmt |
| PY Other Revenue | $203,337 | PYOtherRevenueAmt |
| CY Other Revenue | $507,106 | CYOtherRevenueAmt |
| PY Total Revenue | $926,409,362 | PYTotalRevenueAmt |
| CY Total Revenue | $978,595,721 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $609,612 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $640,152 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $451,047,184 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $479,802,286 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $440,724,927 | PYOtherExpensesAmt |
| CY Other Expenses | $454,736,271 | CYOtherExpensesAmt |
| PY Total Expenses | $892,381,723 | PYTotalExpensesAmt |
| CY Total Expenses | $935,178,709 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $34,027,639 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,417,012 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,124,893,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,171,739,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $302,307,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $290,553,935 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $822,586,232 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $881,185,768 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Southwest Reseach Institute(SwRI) exists to benefit government, industry & the public by conducting innovative applied & basic research; developing/transferring technology; establishing, maintaining & operating research facilities; & providing a challenging and rewarding work environment to fulfill its scientific, charitable, testing for public safety, literary and educational purposes. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $790,790,766 | ExpenseAmt |
| Grant | $640,152 | GrantAmt |
| Revenue | $967,529,645 | RevenueAmt |
| Desc | Southwest Research Institute exists to benefit government, industry and the public by conducting innovative applied and basic research developing/transferring technology; establishing, maintaining and operating research facilities; and providing a challenging and rewarding work environment to fulfill its scientific, charitable, testing for public safety, literary and educational purposes. During fiscal year 2025, research yielded 376 papers published, 507 technical presentations, 21 technical podcasts, 58 webinars, and 36 streaming technical media presentations, as well as 26 U.S. patent awards, 29 U.S. patent applications filed, and 42 invention disclosures submitted. Areas of research and development included chemistry and chemical engineering, fire safety technology, automotive engineering, powertrain engineering, emissions, space systems, planetary science, fuels and lubricants, intelligent systems, applied power, applied physics, space science, defense and intelligence solutions, material science, structural mechanical engineering, and solar system science and exploration. The 2025 Annual Report is available at https://www.swri.org/newsroom/annual-report/2025/2025-annual-report. Additional information regarding federal government technical programs is available by searching for Southwest Research Institute's single audit at http://harvester.census.gov/facdissem/. As a nonprofit research and development organization, SwRI invests in innovation, using our robust internal research and development (IR&D) program to expand and enhance our expertise and encourage our staff's professional growth. In 2025, SwRI initiated 140 IR&D new projects, investing more than $13 million in internal research, including quick-look and focused research programs. IR&D fulfills the Institute's objective of conducting innovative activities for the benefit of industry, the government and humankind. Through internal research, we increase our technical capabilities, expand our reputation as a leader in science and technology, and invest in technology our clients may need in the future. The program also allows engineers and scientists to grow in their technical fields by providing freedom to explore innovative and unproven concepts. Internal Research Projects for 2025 are described at https://www.swri.org/newsroom/annual-report/2025/2025-annual-report. | Desc |
| Total Program Service Expenses | $790,790,766 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 808 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3529 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Ann Rafferty | PersonNm |
| Phone | 2106845111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6220 Culebra Road | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782385166 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Adam Hamilton | |||||||
| Pres./CEO/Dir. | 40.00 | 0.10 | Yes (X) | Yes (X) | $1,739,762 | $0 | $59,319 |
| Walter D Downing Jr | |||||||
| Exec.VP/COO/Dir | 40.00 | 0.10 | Yes (X) | Yes (X) | $1,028,204 | $0 | $62,675 |
| James L Burch | |||||||
| Sr. Vice Pres. | 40.00 | 0.00 | Yes (X) | $735,603 | $0 | $60,310 | |
| Robin Canup | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $613,053 | $0 | $69,450 | |
| Beth Ann Rafferty | |||||||
| CFO/Sec/VP-Fin. | 40.00 | 0.00 | Yes (X) | $623,828 | $0 | $57,790 | |
| Sol A Stern | |||||||
| Associate VP | 40.00 | 0.00 | $595,146 | $0 | $48,555 | ||
| C Nils Smith | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $541,304 | $0 | $68,141 | |
| Scott J Bolton | |||||||
| Associate V.P. | 40.00 | 0.00 | $529,110 | $0 | $76,170 | ||
| Steven D Marty | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $507,283 | $0 | $61,560 | |
| Michael K McLelland | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $506,483 | $0 | $59,732 | |
| Monica R Trollinger | |||||||
| General Counsel | 40.00 | 0.00 | Yes (X) | $490,842 | $0 | $70,381 | |
| Steven W Dellenback | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $497,212 | $0 | $62,487 | |
| Daniel W Stewart | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $481,692 | $0 | $68,066 | |
| Stephan A Fuselier | |||||||
| Executive Director | 40.00 | 0.00 | $487,875 | $0 | $37,133 | ||
| Anthony Magaro | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $426,178 | $0 | $61,806 | |
| Harold F Levison | |||||||
| Program Director | 40.00 | 0.00 | $417,175 | $0 | $57,878 | ||
| Jim R Keys | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $423,012 | $0 | $47,286 | |
| Ben H Thacker | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $391,113 | $0 | $58,574 | |
| Joe A McDonough | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $369,806 | $0 | $65,412 | |
| Paul Easley | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $375,831 | $0 | $54,912 | |
| Brian J Schimmoller | |||||||
| Pres/CEO SSLLC | 40.00 | 0.00 | $370,716 | $0 | $13,448 | ||
| Delia Aguilar | |||||||
| Treas./Asst.Sec | 40.00 | 0.00 | Yes (X) | $330,310 | $0 | $43,236 | |
| Jose Navarro | |||||||
| VP until 12/24 | 40.00 | 0.00 | Yes (X) | $296,109 | $0 | $62,727 | |
| J Dan Bates-See Sch J Part II | |||||||
| Director | 2.00 | 0.10 | Yes (X) | $344,731 | $0 | $0 | |
| Byrl B Brockman | |||||||
| Asst. Treasurer | 40.00 | 0.00 | Yes (X) | $268,031 | $0 | $60,473 | |
| Jan Newton | |||||||
| Director-Chair | 4.00 | 0.10 | Yes (X) | $73,250 | $0 | $0 | |
| Milton B Lee II | |||||||
| Director | 3.00 | 0.10 | Yes (X) | $47,500 | $0 | $0 | |
| Phillip J Pfeiffer | |||||||
| Director | 3.00 | 0.10 | Yes (X) | $45,000 | $0 | $0 | |
| Phillip D Green | |||||||
| Director | 3.00 | 0.10 | Yes (X) | $45,000 | $0 | $0 | |
| Kimberly S Lubel | |||||||
| Director-ViceCh | 3.00 | 0.10 | Yes (X) | $45,000 | $0 | $0 | |
| Wayne S Alexander | |||||||
| Director | 2.00 | 0.10 | Yes (X) | $40,000 | $0 | $0 | |
| Eugene L Ames | |||||||
| Director | 2.00 | 0.10 | Yes (X) | $40,000 | $0 | $0 | |
| Sam G Dawson | |||||||
| Director | 2.00 | 0.10 | Yes (X) | $40,000 | $0 | $0 | |
| Esperanza Hope Andrade | |||||||
| Director | 2.00 | 0.10 | Yes (X) | $40,000 | $0 | $0 | |
| Robert G Newman | |||||||
| Director | 2.00 | 0.10 | Yes (X) | $40,000 | $0 | $0 | |
| Ricardo Romo | |||||||
| Former Director | 0.00 | 0.00 | $20,000 | $0 | $0 | ||
| David S Zachry | |||||||
| Director | 2.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,866,159 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $1,387,521 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1287 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Millennium Space Systems | |||||
| 2265 E El Segundo Blvd | El Segundo | CA | 90245 | R&D Services | $16,781,600 |
| Keller-Martin Construction Inc | |||||
| 4930 Enterprise Dr | San Antonio | TX | 78249 | Construction | $12,630,174 |
| Sabreliner Aviation LLC | |||||
| 6 Trautman Indusrial Ct | Ste Genevieve | MO | 63670 | Engineering | $11,813,267 |
| Barlett Cocke General Contractors | |||||
| 8706 Lockway St | San Antonio | TX | 78217 | Construction | $11,633,033 |
| Swinerton Builders | |||||
| 6890 West 52nd Ave | Arvada | CO | 80002 | Construction | $10,421,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 567 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $182,778 | RelatedOrganizationsAmt |
| All Other Contributions | $10 | AllOtherContributionsAmt |
| Total Contributions | $182,788 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Research & Development | 541700 | $914,510,637 | $843,422,781 | $71,087,856 |
| Signature Science | 541700 | $53,298,311 | $53,298,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $967,808,948 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,404,251 | TotalRevenueColumnAmt |
| Exclusion | $10,404,251 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400,050 | TotalRevenueColumnAmt |
| Exclusion | $400,050 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $331,963 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $224,907 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $107,056 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,056 | TotalRevenueColumnAmt |
| Exclusion | $107,056 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $41,504 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $348,876 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$307,372 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$307,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$279,303 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$28,069 | UnrelatedBusinessRevenueAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $978,595,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $896,441,789 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $71,059,787 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,911,357 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,152 | TotalAmt |
| Program Services | $577,152 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,000 | TotalAmt |
| Program Services | $63,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,690,111 | TotalAmt |
| Program Services | $6,227,410 | ProgramServicesAmt |
| Management And General | $6,462,701 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,048 | TotalAmt |
| Program Services | $625,717 | ProgramServicesAmt |
| Management And General | $207,331 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,631,003 | TotalAmt |
| Program Services | $307,216,977 | ProgramServicesAmt |
| Management And General | $59,414,026 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,270,622 | TotalAmt |
| Program Services | $24,788,470 | ProgramServicesAmt |
| Management And General | $4,482,152 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,104,966 | TotalAmt |
| Program Services | $35,034,659 | ProgramServicesAmt |
| Management And General | $9,070,307 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,272,536 | TotalAmt |
| Program Services | $22,359,563 | ProgramServicesAmt |
| Management And General | $3,912,973 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,059,362 | TotalAmt |
| Management And General | $3,059,362 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,462 | TotalAmt |
| Management And General | $404,462 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,272 | TotalAmt |
| Management And General | $538,272 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,067 | TotalAmt |
| Management And General | $522,067 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,239,905 | TotalAmt |
| Program Services | $18,355,649 | ProgramServicesAmt |
| Management And General | $5,884,256 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,904,242 | TotalAmt |
| Program Services | $1,334,933 | ProgramServicesAmt |
| Management And General | $569,309 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,202,280 | TotalAmt |
| Program Services | $11,059,811 | ProgramServicesAmt |
| Management And General | $13,142,469 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,409,171 | TotalAmt |
| Program Services | $5,538,391 | ProgramServicesAmt |
| Management And General | $870,780 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,454 | TotalAmt |
| Management And General | $524,454 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,780 | TotalAmt |
| Management And General | $18,780 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,029,897 | TotalAmt |
| Program Services | $17,001,751 | ProgramServicesAmt |
| Management And General | $22,028,146 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Project Cost- Non Labor | $304,309,066 | $304,309,066 | |
| Purchased Service | $41,793,945 | $30,348,350 | $11,445,595 |
| Equipment Maintenance | $4,344,448 | $4,288,811 | $55,637 |
| Income Tax | $1,774,864 | $1,774,864 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,661,056 | TotalAmt |
| Program Services | $1,661,056 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,178,709 | TotalAmt |
| Program Services | $790,790,766 | ProgramServicesAmt |
| Management And General | $144,387,943 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,388 | BOYAmt |
| EOY | $208,376 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,174,971 | BOYAmt |
| EOY | $184,124,738 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,753,391 | BOYAmt |
| EOY | $224,810,827 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,747,785 | BOYAmt |
| EOY | $11,025,801 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,864,818 | BOYAmt |
| EOY | $10,303,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,134,756,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $545,073,307 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,165,034 | BOYAmt |
| EOY | $589,683,352 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,255,257 | BOYAmt |
| EOY | $3,633,397 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,401,871 | BOYAmt |
| EOY | $147,949,438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,893,515 | BOYAmt |
| EOY | $1,171,739,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,790,228 | BOYAmt |
| EOY | $238,878,475 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,517,055 | BOYAmt |
| EOY | $51,675,460 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,307,283 | BOYAmt |
| EOY | $290,553,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,586,232 | BOYAmt |
| EOY | $881,185,768 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,586,232 | BOYAmt |
| EOY | $881,185,768 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,893,515 | BOYAmt |
| EOY | $1,171,739,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $43,417,012 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,248,386 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$65,862 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $414,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,788 | CurrentTaxYearAmt |
| Total | $1,480,350 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $726,300,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $739,249,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $784,921,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $846,614,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $896,721,092 | CurrentTaxYearAmt |
| Total | $3,993,806,693 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,000 | CurrentTaxYearAmt |
| Total | $500,000 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $726,633,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $739,763,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $785,266,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $847,119,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $897,003,880 | CurrentTaxYearAmt |
| Total | $3,995,787,043 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $339,957 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,778 | CurrentTaxYearAmt |
| Total | $1,051,336 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,201,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237,381,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $240,909,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,974,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,358,222 | CurrentTaxYearAmt |
| Total | $1,220,825,506 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,383,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237,721,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $241,104,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,126,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,541,000 | CurrentTaxYearAmt |
| Total | $1,221,876,842 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,773,910,201 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,886,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,616,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,037,489 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,916,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,136,264 | CurrentTaxYearAmt |
| Total | $58,593,807 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,552,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,671,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,977,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,983,973 | CurrentTaxYearAmt |
| Total | $13,185,951 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,886,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,169,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,708,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,894,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,120,237 | CurrentTaxYearAmt |
| Total | $71,779,758 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $748,519,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $744,933,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $797,974,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $863,014,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $913,124,117 | CurrentTaxYearAmt |
| Total | $4,067,566,801 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69940 | PublicSupportPY509Pct |
| Investment Income CY | 0.01760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01700 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $538,272 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $538,272 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $790,252,494 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $790,790,766 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $699,880 | CurrentYearMinus3Amt |
| Current Year Minus2 | $649,748 | CurrentYearMinus2Amt |
| Current Year Minus1 | $685,237 | CurrentYearMinus1Amt |
| Current Year | $538,272 | CurrentYearAmt |
| Total | $2,573,137 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,804,628 | OtherCostOrOtherBasisAmt |
| Book Value | $29,804,628 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $670,458,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,192,584 | DepreciationAmt |
| Book Value | $321,265,837 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,892,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,782,840 | DepreciationAmt |
| Book Value | $27,109,186 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $321,939,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $192,097,883 | DepreciationAmt |
| Book Value | $129,841,319 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,662,382 | OtherCostOrOtherBasisAmt |
| Book Value | $81,662,382 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $589,683,352 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Compensation Investments | $16,529,876 |
| Deferred Income Tax | $396,599 |
| Long-term Investments | $92,910,301 |
| Pension Asset | $221,640 |
| Postretirement Medical Benefits Fund | $37,891,022 |
| Tianjin SwARC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $147,949,438 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation Plan Obligation | $16,529,876 |
| Postretirement Medical Benefits Obligat | $35,145,583 |
| Rounding | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,675,460 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | From Southwest Research Institute consolidated financial statements (collectively, the Institute) that include the filing organization:Management has evaluated their material tax positions, which include such matters as the tax exempt status of the entity and various positions relative to potential sources of unrelated business income. As of September 26, 2025 and September 27, 2024, there were no uncertain tax benefits identified and recorded as a liability. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 1 | 3 | Program Services | Marketing and project coordina | $401,120 |
| East Asia and the Pacific | 1 | 45 | Program Services | Investment | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 48 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Subtotal Spent | $401,120 | SubtotalSpentAmt |
| Total Spent | $401,120 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3f - Method of Accounting | FormAndLineReferenceDesc |
| Explanation | Part I, line 3, Col (f)- Accrual Method | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ESSAR Recreation Association | ||||||||
| 6220 Culebra Rd | San Antonio | TX | 78238 | 741490851 | 501(c)(4) | $53,352 | $0 | General Support |
| Meals on Wheels San Antonio | ||||||||
| 2718 Danbury St | San Antonio | TX | 78217 | 741948646 | 501(c)(3) | $9,000 | $0 | General Support |
| Texas A&M University | ||||||||
| 6000 TAMU | College Station | TX | 77843 | 746000531 | Govt | $9,000 | $0 | General Support |
| Texas Biomedical Forum | ||||||||
| PO Box 6648 | San Antonio | TX | 78209 | 237080207 | 501(c)(3) | $10,000 | $0 | General Support |
| The University of Texas at Sa | ||||||||
| One UTSA Circle | San Antonio | TX | 78249 | 741717115 | Govt | $17,000 | $0 | General Support |
| United Way | ||||||||
| PO Box 898 | San Antonio | TX | 78230 | 741272381 | 501(c)(3) | $396,000 | $0 | General Support |
| University of Texas at Austin | ||||||||
| 110 Inner Campus Dr Stop K53 | Austin | TX | 78712 | 746000203 | Govt | $20,000 | $0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships through SwRI | 7 | $35,000 |
| Scholarships through CCSA | 16 | $28,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The assistance amounts listed are provided to the entities as donations in accordance with the applicable stated purposes of Southwest Research Institute. Grants are provided to tax-exempt organizations for general support purposes. Southwest Research Institute sponsors the Martin Goland Program which is monitored by Scholarship Management Services. Additional scholarships are provided through the Community of Churches for Social Action (CCSA). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Adam Hamilton | ||||||
| Pres./CEO/Dir. | $1,124,600 | $581,878 | $33,284 | $34,578 | $24,741 | $1,799,081 |
| Anthony Magaro | ||||||
| Vice President | $305,586 | $78,800 | $41,792 | $34,077 | $27,729 | $487,984 |
| Ben H Thacker | ||||||
| Vice President | $294,588 | $65,520 | $31,005 | $32,667 | $25,907 | $449,687 |
| Beth Ann Rafferty | ||||||
| CFO/Sec/VP-Fin. | $471,290 | $119,473 | $33,065 | $34,578 | $23,212 | $681,618 |
| Brian J Schimmoller | ||||||
| Pres/CEO SSLLC | $370,396 | $320 | $13,448 | $384,164 | ||
| Byrl B Brockman | ||||||
| Asst. Treasurer | $239,602 | $24,135 | $4,294 | $24,507 | $35,966 | $328,504 |
| C Nils Smith | ||||||
| Vice President | $419,213 | $112,892 | $9,199 | $34,578 | $33,563 | $609,445 |
| Daniel W Stewart | ||||||
| Vice President | $385,754 | $87,123 | $8,815 | $34,578 | $33,488 | $549,758 |
| Delia Aguilar | ||||||
| Treas./Asst.Sec | $271,166 | $28,457 | $30,687 | $29,498 | $13,738 | $373,546 |
| Harold F Levison | ||||||
| Program Director | $402,463 | $14,712 | $34,578 | $23,300 | $475,053 | |
| J Dan Bates-See Sch J Part II | ||||||
| Director | $344,731 | $344,731 | ||||
| James L Burch | ||||||
| Sr. Vice Pres. | $599,268 | $104,601 | $31,734 | $34,578 | $25,732 | $795,913 |
| Jim R Keys | ||||||
| Vice President | $313,095 | $78,750 | $31,167 | $34,053 | $13,233 | $470,298 |
| Joe A McDonough | ||||||
| Vice President | $298,488 | $62,920 | $8,398 | $30,922 | $34,490 | $435,218 |
| Jose Navarro | ||||||
| VP until 12/24 | $287,478 | $8,631 | $29,463 | $33,264 | $358,836 | |
| Michael K McLelland | ||||||
| Vice President | $416,684 | $80,652 | $9,147 | $34,578 | $25,154 | $566,215 |
| Monica R Trollinger | ||||||
| General Counsel | $377,564 | $96,120 | $17,158 | $34,578 | $35,803 | $561,223 |
| Paul Easley | ||||||
| Vice President | $300,854 | $63,047 | $11,930 | $30,646 | $24,266 | $430,743 |
| Ricardo Romo | ||||||
| Former Director | $20,000 | $20,000 | ||||
| Robin Canup | ||||||
| Vice President | $486,178 | $96,288 | $30,587 | $34,578 | $34,872 | $682,503 |
| Scott J Bolton | ||||||
| Associate V.P. | $511,922 | $17,188 | $34,578 | $41,592 | $605,280 | |
| Sol A Stern | ||||||
| Associate VP | $554,958 | $40,188 | $34,578 | $13,977 | $643,701 | |
| Stephan A Fuselier | ||||||
| Executive Director | $448,430 | $39,445 | $34,578 | $2,555 | $525,008 | |
| Steven D Marty | ||||||
| Vice President | $415,493 | $84,798 | $6,992 | $34,578 | $26,982 | $568,843 |
| Steven W Dellenback | ||||||
| Vice President | $387,626 | $94,350 | $15,236 | $34,578 | $27,909 | $559,699 |
| Walter D Downing Jr | ||||||
| Exec.VP/COO/Dir | $749,264 | $225,893 | $53,047 | $34,578 | $28,097 | $1,090,879 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Heather Bates | |||
| Family Member | $207,331 | Employment | false |
| Julia Fey | |||
| Family Member | $131,855 | Employment | false |
| Carter Schmitz | |||
| Family Member | $57,941 | Employment | false |
| William Rafferty | |||
| Family Member | $271,521 | Employment | false |
| Paul Easley II | |||
| Family Member | $111,568 | Employment | false |
| Zachary Hamilton | |||
| Family Member | $65,560 | Employment | false |
| Cynthia Dellenback | |||
| Independent Cont | $95,775 | Independent | false |
| Kristi Magaro | |||
| Family Member | $130,754 | Employment | false |
| Anthony John Magaro | |||
| Family Member | $116,443 | Employment | false |
| Pelin C Keys | |||
| Family Member | $100,346 | Employment | false |
| Olivia Schmitz | |||
| Family Member | $98,839 | Employment | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Col (b) Relationship between interested person and the organization:1.Heather Bates- Family member of J. Dan Bates, Director/Former President2.Julia Fey- Family member of Walter D. Downing Jr., Exec. V.P., COO and Director3.Carter Schmitz - Family member of Adam Hamilton, President, CEO and Director4.William Rafferty - Family member of Beth Ann Rafferty, CFO, Secretary, VP-Finance5.Paul Easley, II - Family member of Paul Easley, Vice President6.Zachary Hamilton - Family member of Adam Hamilton, President, CEO and Director7.Cynthia Dellenback - Family member of Steven W. Dellenback, Vice President8.Kristi Magaro - Family member of Anthony Magaro, Vice President9.Anthony John Magaro - Family member of Anthony Magaro, Vice President10.Pelin C. Keys - Family member of Jim R. Keys, Vice President11.Olivia Schmitz- Family member of Adam Hamilton, President, CEO and DirectorCol (d) Description of transaction:Employment - Amount of transaction includes gross wages and employer provided retirement and fringe benefits. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Sam G. Dawson (Director), Esperanza "Hope Andrade (Director), and Phillip D. Green (Director)- Business Relationship. |
| Form 990, Part VI, Section B, Line 11b | A summary of Form 990 was reviewed with the Audit Committee of the Board of Directors. Schedule J compensation data was reviewed with the Compensation Committee. A copy of the completed Form 990, including all schedules, was electronically provided to all board members prior to filing. |
| Form 990, Part VI, Section B, Line 12c | Directors and Officers of the organization are obligated under the conflict of interest policy to report all conflicts, to disclose all interests that could arise to conflicts, and all covered family and business relationships when completing the required annual disclosure questionnaire. The General Counsel's Office monitors the conflict of interest policy and reviews the annual disclosure questionnaires. Potential conflicts of interest are reviewed by the non-interested directors or committee members. Failure to disclose a conflict of interest will result in appropriate disciplinary and corrective action as determined by the Board or committee. |
| Form 990, Part VI, Section B, Line 15a | Determination of Compensation:SwRI's strategy is to provide compensation that is fair, reasonable, and consistent with compensation paid for similar work in relevant labor areas and with compensation paid by Institute competitors in the markets for scientific research and development (R&D) and other technical services.The principal compensation authority is vested with the Board of Directors; however, the President of the Institute retains the authority to determine how various programs will be structured and administered subject to the oversight of the Compensation Committee of the Board of Directors.The Committee uses reputable compensation survey data, gathered annually, to compare the compensation of Officers to peer groups, within the relevant market segments, targeting an appropriate percentile corresponding to performance both for the year in question, and considering longer-term performance trends for total compensation. This review shall include comparative analysis of compensation paid by the Institute to compensation paid by local, sector, and national applied research and development organizations of similar size, both for profit and nonprofit organizations. The Committee engages the services of an external compensation advisor when conducting such comparability studies.Compensation Committee Review and Approval:The Board of Director delegates to the Committee the responsibility, in consultation with the President to review, approve and inform the Board of Directors of the changes in annual compensation and benefits for all Officers, except the President and Executive Vice President. The Committee will review the performance of the President and Executive Vice President and make a recommendation to the Board of Director for the total compensation for both of these officers. Adequate documentation is created contemporaneously and maintained to substantiate the basis for the Committee's and the Board of Directors' determination of total compensation for the President and all other Officers. |
| Form 990, Part VI, Section B, Line 15b | See Response for 15a. |
| Form 990, Part VI, Section C, Line 19 | The organization's governing documents, conflict of interest policy and financial statements are available to the public upon written request to the organization's Treasurer. |
| Form 990, Part XI, Line 9 | Change in Obligation for post-retirement benefit (net) = -$65862 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Signature Science LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8329 N Mopac Blvd | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900041499 | EIN |
| Primary Activities | Scientific Research and Development | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $53,308,311 | TotalIncomeAmt |
| End Of Year Assets | $30,564,196 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Research Institute | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ESSAR Recreation Association | ||||||||||
| 6220 Culebra Road | San Antonio | TX | 78238 | 741490851 | Improve the morale and welfare of member | TX | 501(C)(4) | Southwest Research Institute | Yes (true) | |
| Tom Slick Memorial Trust for SwRI | ||||||||||
| 6220 Culebra Road | San Antonio | TX | 78238 | 237225476 | Support for Southwest Research Institute | TX | 501(C)(3) | Southwest Research Institute | Yes (true) | Line 12a, Type I |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tianjun SwARC Automotive Research Lab Co | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Catarc ETL Bldg Tianshanlukou Cheng | AddressLine1Txt |
| City | Tianjin | CityNm |
| Province Or State | Hedong District | ProvinceOrStateNm |
| Country | CH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 000000000 | EIN |
| Primary Activities | Research and Development | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CH | LegalDomicileForeignCountryCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $552,377 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,744,069 | ShareOfEOYAssetsAmt |
| Ownership | 0.50000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ESSAR Recreation Association | ||
| n | $4,906,757 | Asset Book Valu |
| Tom Slick Memorial Trust for SwRI | ||
| c | $182,778 | GL Trans Amt |
| Tianjun SwARC Automotive Research Lab Co | ||
| s | $3,555,459 | GL Trans Amt |
Comments