AUMdb

Southwest Research Institute

EIN 741070544 · 501(c)(3) · Public charity · San Antonio, TX · recognized 2006

Assets
$1.1B
Revenue
$926M
Expenses
$892M
Investment income
$11.3M

Form 990 fiscal year ended 09/27/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Millennium Space Systems R&d services $19,089,549
Keller Martin Construction Construction $10,508,722
Sabreliner Aviation Llc Engineering $9,278,920
Actalent Inc Staffing agency $6,888,387
Chevron Phillips Chemical Fuel provider $6,868,426

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Adam Hamilton President/ceo/director $1,661,889 $56,831
Walter D Downing Jr Exec vp/coo/director $1,020,498 $58,956
James L Burch Senior vice president $735,215 $57,665
Beth Ann Rafferty Cfo/secretary/vp-finance $593,011 $54,770
Sol A Stern Associate vice president $568,462 $56,310
C Nils Smith Vice president $522,984 $65,004
Scott J Bolton Associate vice president $510,829 $72,038
Robin Canup Vice president $502,992 $65,301
Steven D Marty Vice president $499,729 $58,387
Steven W Dellenback Vice president $482,465 $59,688
Daniel W Stewart Vice president $465,826 $64,931
Monica R Trollinger General counsel $458,288 $67,215
Stephan A Fuselier Executive director $457,963 $35,487
Michael K Mc Lelland Vice president $412,233 $57,084
Anthony Magaro Vice president $401,279 $57,880
Ben H Thacker Vice president $394,772 $55,193
Harold F Levinson Program director $390,009 $65,149
Brian J Schimmoller President-signature science $370,742 $21,872
Paul Easley Vice president $365,864 $52,924
Jim R Keys Vice president $360,666 $44,043
J Dan Bates See Sch J Part Iii Director/former pres- ret. $341,231 $0
Delia Aguilar Treasurer & asst. corp secretary $283,098 $40,333
Joe A Mc Donough Vice president $280,860 $61,900
Jose Navarro Vice president (begin 12/07/2023) $268,191 $58,120
Linda Boehme Ret 5323 Former treasurer $259,151 $43,211
Byrl B Brockman Assistant treasurer $228,777 $57,549
Sam G Dawson Director - chair (2023) $61,750 $0
Jan Newton Director - chair (2024) $42,500 $0
Phillip D Green Director $41,000 $0
Phillip J Pfeiffer Director $40,750 $0
Milton B Lee Ii Director $40,000 $0
Wayne S Alexander Director $39,000 $0
Kimberly S Lubel Director - vice chair (2024) $37,000 $0
Eugene L Ames Director $36,000 $0
Mary Ann Rankin Director (ended 12/31/2023) $36,000 $0
Ricardo Romo Director (ended 12/31/2023) $16,000 $0
Robert G Newman Director (begin 01/01/2024) $0 $0
Esperanza Hope Andrade Director (begin 01/01/2024) $0 $0
David S Zachry Director $0 $0