Civic Intelligence

Tom Slick Memorial Trust for Sw Foundation for Research and Education

EIN 23-7225475 • 501(c)3 • San Antonio, TX

Profile

The Tom Slick Trust is an income trust that supports Texas Biomedical Research Institute.

PO Box 760549San Antonio, TX 78245

www.txbiomed.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-181%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

55th percentile

6.4%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

33rd percentile

-0.1%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$16,190,649

Up $414,430 (+2.6%) from 2023

Liabilities

Down

$0

Down $12,984 (-100%) from 2023

Net Assets

Up

$16,190,649

Up $427,414 (+2.7%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin2nd percentile

Revenue

Up

$642,657

Up $155,459 (+32%) from 2023

Expenses

Up

$1,805,442

Up $355,431 (+25%) from 2023

Net Income

Down

-$1,162,785

Down $199,972 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $19,080,193Liabilities 2010: $0Net Assets 2010: $19,080,1932010Assets 2011: $19,181,369Liabilities 2011: $0Net Assets 2011: $19,181,3692011Assets 2012: $20,935,516Liabilities 2012: $0Net Assets 2012: $20,935,5162012Assets 2013: $23,205,946Liabilities 2013: $0Net Assets 2013: $23,205,9462013Assets 2014: $23,605,676Liabilities 2014: $0Net Assets 2014: $23,605,6762014Assets 2015: $22,596,285Liabilities 2015: $758Net Assets 2015: $22,595,5272015Assets 2016: $17,316,252Liabilities 2016: $3,175Net Assets 2016: $17,313,0772016Assets 2017: $19,000,475Liabilities 2017: $634Net Assets 2017: $18,999,8412017Assets 2018: $16,264,800Liabilities 2018: $0Net Assets 2018: $16,264,8002018Assets 2019: $17,522,441Liabilities 2019: $0Net Assets 2019: $17,522,4412019Assets 2020: $17,454,974Liabilities 2020: $0Net Assets 2020: $17,454,9742020Assets 2021: $17,909,573Liabilities 2021: $0Net Assets 2021: $17,909,5732021Assets 2022: $14,292,512Liabilities 2022: $0Net Assets 2022: $14,292,5122022Assets 2023: $15,776,219Liabilities 2023: $12,984Net Assets 2023: $15,763,2352023Assets 2024: $16,190,649Liabilities 2024: $0Net Assets 2024: $16,190,6492024

Highlighted filing

2024

Assets$16,190,649
Liabilities$0
Net Assets$16,190,649
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,968,5542010Expenses 2011: $1,985,2522011Expenses 2012: $1,687,0822012Revenue 2013: $1,877,256Expenses 2013: $1,738,419Net Income 2013: $138,8372013Revenue 2014: $1,783,213Expenses 2014: $1,617,012Net Income 2014: $166,2012014Revenue 2015: $1,052,688Expenses 2015: $1,239,919Net Income 2015: -$187,2312015Revenue 2016: $702,348Expenses 2016: $1,034,366Net Income 2016: -$332,0182016Revenue 2017: $879,242Expenses 2017: $1,785,675Net Income 2017: -$906,4332017Revenue 2018: $890,622Expenses 2018: $1,890,363Net Income 2018: -$999,7412018Revenue 2019: $529,472Expenses 2019: $1,671,685Net Income 2019: -$1,142,2132019Revenue 2020: $476,771Expenses 2020: $1,636,308Net Income 2020: -$1,159,5372020Revenue 2021: $1,063,800Expenses 2021: $1,469,005Net Income 2021: -$405,2052021Revenue 2022: $644,114Expenses 2022: $1,614,235Net Income 2022: -$970,1212022Revenue 2023: $487,198Expenses 2023: $1,450,011Net Income 2023: -$962,8132023Revenue 2024: $642,657Expenses 2024: $1,805,442Net Income 2024: -$1,162,7852024

Highlighted filing

2024

Revenue$642,657
Expenses$1,805,442
Net Income-$1,162,785
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,190,649
Liabilities
$0
Net assets
$16,190,649
Revenue
$642,657
Expenses
$1,805,442
Net income
-$1,162,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.00$16.2$0.64$1.81$1.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.01$15.8$0.49$1.45$0.96
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.00$14.3$0.64$1.61$0.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$1.06$1.47$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$0.48$1.64$1.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$0.53$1.67$1.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.00$16.3$0.89$1.89$1.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.00$19.0$0.88$1.79$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$0.70$1.03$0.33
2015Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.05$1.24$0.19
2014Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$1.78$1.62$0.17
2013Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.88$1.74$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$0.00$20.9$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.00$19.2$1.99
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$1.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$642,657
Mission and Program Overview

Mission

The tom slick trust is an income trust that supports texas biomedical research institute.

The tom slick memorial trust exists only to provide support to texas biomedical research institute, formerly known as southwest foundation for research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,497$25,303▼ $11,194
Intangible Assets$11,719$11,719→ $0
Accounts Receivable$6,144$0▼ $6,144
Total Assets$15,776,219$16,190,649▲ $414,430
Other Assets Total$15,721,859$16,153,627▲ $431,768
Liabilities
Accounts Payable and Accrued Expenses$12,984$0▼ $12,984
Total Liabilities$12,984$0▼ $12,984
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,929,047$10,929,047→ $0
Net Assets Without Donor Restrictions$4,834,188$5,261,602▲ $427,414
Total Net Assets Fund Balance$15,763,235$16,190,649▲ $427,414
Total Liabilities and Net Assets / Fund Balance$15,776,219$16,190,649▲ $414,430

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$16,153,627--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$15,721,859$108,186▲ $1,773,356-$16,156,378
2023$14,241,108$95,290▲ $2,491,129-$15,721,859
2022$17,868,155$145,420▼ $2,623,230-$14,241,108
2021$17,425,500$98,412▲ $1,521,068-$17,868,155
2020$17,502,597$52,847▲ $1,335,000-$17,425,500
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Mr David Q Bates JrTrustee$98,346$98,346

Board Members and Trustees

NameTitle
Mr Craig BoyanChairman
Dr Larry SchlesingerPresident, CEO
Dr James Jamo RubinVice Chairman
Dr C Collins Andy Anderson IiiTrustee
Dr Craig FrancesTrustee
Dr Dacia NapierTrustee
Dr George Peoples JrTrustee
Dr Mitchell KronenbergTrustee
Mr Al RajwaniTrustee
Mr Charles Chuck Urschel SlickTrustee
Mr Dan MillerTrustee
Mr David BohneTrustee
Mr Henry CisnerosTrustee
Mr Jeff SinnottTrustee
Mr Joe Straus IiiTrustee
Mr John B ZachryTrustee
Mr John C KerrTrustee
Mr John CowellTrustee
Mr Lane RiggsTrustee
Mr Lewis J Lew Moorman IvTrustee
Mr Rex AminiTrustee
Mr Robert M Bobby CavenderTrustee
Mrs Abigail G KampmannTrustee
Mrs Ashley HixonTrustee
Mrs Carolyn H LabattTrustee
Mrs Corinna RichterTrustee
Mrs Jenna Saucedo-herreraTrustee
Mrs Marsha M ShieldsTrustee
Mrs Sheryl SculleyTrustee
Ms Allison ZellerTrustee
Mr Bruce EdwardsExecutive VP, CFO
Mr James B Jamie Smith JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$203,899
Other Revenue
$438,758
Change in Net Assets
$-1,162,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,724,990
Other Expenses$80,452
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,724,990--$1,724,990
Royalties-$29,979-$29,979
Fees for Service Investment Mgmnt Fees-$19,143-$19,143
Occupancy-$17,978-$17,978
Office Expenses-$13,352-$13,352
Total Functional Expenses$1,724,990$80,452$0$1,805,442
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas Biomedical Research InstituteSan Antonio, TX501(c)(3)TO SUPPORT TEXAS BIOMEDICAL'S MISSION OF IMPROVING THE HEALTH OF THE GLOBAL COMMUNITY THROUGH INNOVATIVE BIOMEDICAL RESEARCH.$1,724,990
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“*mr. Rex amini (trustee) has a business relationship with mr. John c. Kerr (trustee). *mr. James b. (jamie) smith, jr. (trustee) is vice chair-texas at dykema. Texas biomed has a business relationship with dykema. *mr. Joe straus iii (trustee) has a business relationship with mr. John b. Zachry (trustee). *mr. John cowell (trustee) has a business relationship with mr. Lewis j. (lew) moorman iv (trustee).”

Form 990, Part VI, Section B, Line 11B

“After thorough review and approval of the form 990 by the audit committee, the form was transmitted electronically to all members of the board of trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Staff gathers and reviews the required conflict of interest disclosure forms from all board members, officers, and key employees. The audit and compliance committee is made aware of any disclosures and initiates any required follow-up.”

Form 990, Part VI, Section B, Line 15

“The executive committee reviews and approves executive compensation. At the executive committee meeting where the budget is discussed, the committee also determines any changes in compensation for the upcoming year for officers. They are provided with information from salary surveys and the performance evaluations of these staff, where appropriate.”

Form 990, Part VI, Section C, Line 19

“The form 990 and other organizational documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Tom Slick Memorial Trust for Sw
EIN
23-7225475
Phone
2102589400
Address
PO BOX 760549, SAN ANTONIO, TX 78245

Signing Officer

Name
Mr Bruce Edwards
Title
Executive VP, CFO
Phone
2102589400
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Bruce Edwards
Formed
1972
Legal Domicile
TX
Voting Board Members
31
Independent Board Members
30
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The financial statements were audited on a consolidated basis. The audit committee assumes responsibility for oversight of the audit of the organization's financial statements and selection of an independent accountant. This process has not changed from prior year.”

Financial Statement Notes

PART V, LINE 4:

“Earnings on the endowment funds are used to further support texas biomedical research institute.”

PART X, LINE 2:

“Management has analyzed the tax positions taken by the tom slick memorial trust and has concluded that, as of december 31, 2024, there are no uncertain positions taken or expected to be taken. The tom slick memorial trust has recognized no interest or penalties related to uncertain tax positions. The tom slick memorial trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 696 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012984
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt06144
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TOM SLICK MEMORIAL TRUST EXISTS ONLY TO PROVIDE SUPPORT TO TEXAS BIOMEDICAL RESEARCH INSTITUTE, FORMERLY KNOWN AS SOUTHWEST FOUNDATION FOR RESEARCH AND EDUCATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/ConsolidatedAuditFinclStmtInd01
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IRS990/CYOtherRevenueAmt0438758
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IRS990/CYRevenuesLessExpensesAmt0-1162785
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IRS990/CYTotalExpensesAmt01805442
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IRS990/Desc0THE TOM SLICK TRUST HOLDS OIL AND GAS PROPERTIES AND VARIOUS INVESTMENT SECURITIES. THE INCOME FROM THESE INVESTMENTS IS USED EXCLUSIVELY TO SUPPORT THE TEXAS BIOMEDICAL RESEARCH INSTITUTE AND ITS CHARITABLE MISSION. MINIMAL EXPENSES ARE INCURRED BY THE TRUST PRIOR TO MAKING MONTHLY DISTRIBUTIONS.
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3274493
IRS990/Form990PartVIISectionAGrp/PersonNm0DR JAMES JAMO RUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm1DR C COLLINS ANDY ANDERSON III
IRS990/Form990PartVIISectionAGrp/PersonNm2MR JAMES B JAMIE SMITH JR
IRS990/Form990PartVIISectionAGrp/PersonNm3MR REX AMINI
IRS990/Form990PartVIISectionAGrp/PersonNm4MR DAVID Q BATES JR
IRS990/Form990PartVIISectionAGrp/PersonNm5MR DAVID BOHNE
IRS990/Form990PartVIISectionAGrp/PersonNm6MR CRAIG BOYAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MR ROBERT M BOBBY CAVENDER
IRS990/Form990PartVIISectionAGrp/PersonNm8MR HENRY CISNEROS
IRS990/Form990PartVIISectionAGrp/PersonNm9MR JOHN COWELL
IRS990/Form990PartVIISectionAGrp/PersonNm10DR CRAIG FRANCES
IRS990/Form990PartVIISectionAGrp/PersonNm11MRS ASHLEY HIXON
IRS990/Form990PartVIISectionAGrp/PersonNm12MRS ABIGAIL G KAMPMANN
IRS990/Form990PartVIISectionAGrp/PersonNm13MR JOHN C KERR
IRS990/Form990PartVIISectionAGrp/PersonNm14DR MITCHELL KRONENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm15MRS CAROLYN H LABATT
IRS990/Form990PartVIISectionAGrp/PersonNm16MR DAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17MR LEWIS J LEW MOORMAN IV
IRS990/Form990PartVIISectionAGrp/PersonNm18DR DACIA NAPIER
IRS990/Form990PartVIISectionAGrp/PersonNm19DR GEORGE PEOPLES JR
IRS990/Form990PartVIISectionAGrp/PersonNm20MR AL RAJWANI
IRS990/Form990PartVIISectionAGrp/PersonNm21MRS CORINNA RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm22MRS JENNA SAUCEDO-HERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm23MR JEFF SINNOTT
IRS990/Form990PartVIISectionAGrp/PersonNm24MR LANE RIGGS
IRS990/Form990PartVIISectionAGrp/PersonNm25MRS SHERYL SCULLEY
IRS990/Form990PartVIISectionAGrp/PersonNm26MRS MARSHA M SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm27MR CHARLES CHUCK URSCHEL SLICK
IRS990/Form990PartVIISectionAGrp/PersonNm28MR JOE STRAUS III
IRS990/Form990PartVIISectionAGrp/PersonNm29MR JOHN B ZACHRY
IRS990/Form990PartVIISectionAGrp/PersonNm30MS ALLISON ZELLER
IRS990/Form990PartVIISectionAGrp/PersonNm31DR LARRY SCHLESINGER
IRS990/Form990PartVIISectionAGrp/PersonNm32MR BRUCE EDWARDS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31PRESIDENT, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt32EXECUTIVE VP, CFO
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IRS990/MissionDesc0THE TOM SLICK TRUST IS AN INCOME TRUST THAT SUPPORTS TEXAS BIOMEDICAL RESEARCH INSTITUTE.
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