Civic Intelligence

Tom Slick Memorial Trust for Swri

EIN 23-7225476 • 501(c)3 • San Antonio, TX

Profile

The purposes of the Trust is to devote and apply the property of the Trust and the income derived therefrom exclusively for the scientific or educational purposes of the Southwest Research Institute within the State of Texas. The Trust is organized and at all times hereafter shall be operated exclusively for the benefit of the Institute and the Trust shall be supervised in connection with the Institute.

6220 Culebra RdSan Antonio, TX 78238-5166

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

0.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$1,718,720

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 1058.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-21%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Flat

$0

Flat from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin46th percentile

Revenue

Down

$162,347

Down $184,607 (-53%) from 2022

Expenses

Down

$162,347

Down $184,607 (-53%) from 2022

Net Income

Flat

$0

Flat from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$800K$600K$400K$200K$0Revenue 2014: $720,954Expenses 2014: $720,954Net Income 2014: $02014Revenue 2015: $420,258Expenses 2015: $420,258Net Income 2015: $02015Revenue 2016: $233,164Expenses 2016: $233,164Net Income 2016: $02016Revenue 2017: $255,050Expenses 2017: $255,050Net Income 2017: $02017Revenue 2018: $268,298Expenses 2018: $268,298Net Income 2018: $02018Revenue 2020: $139,324Expenses 2020: $139,324Net Income 2020: $02020Revenue 2022: $346,954Expenses 2022: $346,954Net Income 2022: $02022Revenue 2024: $162,347Expenses 2024: $162,347Net Income 2024: $02024

Highlighted filing

2024

Revenue$162,347
Expenses$162,347
Net Income$0
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
$0
Liabilities
$0
Net assets
$0
Revenue
$162,347
Expenses
$162,347
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.62$1.62$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$3.47$3.47$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.39$1.39$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.68$2.68$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.55$2.55$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.33$2.33$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.20$4.20$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.21$7.21$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 30, 2023 to Sep 27, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$162,347
Mission and Program Overview

Mission

The purposes of the Trust is to devote and apply the property of the Trust and the income derived therefrom exclusively for the scientific or educational purposes of the Southwest Research Institute within the State of Texas. The Trust is organized and at all times hereafter shall be operated exclusively for the benefit of the Institute and the Trust shall be supervised in connection with the Institute.

Support for Southwest Research Institute's Scientific & Educational Purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
Sam G DawsonTrustee$61,750$61,750
Jan NewtonTrustee$42,500$42,500
Phillip D GreenTrustee$41,000$41,000
Phillip J PfeifferTrustee$40,750$40,750
Milton B Lee IITrustee$40,000$40,000
Wayne S AlexanderTrustee$39,000$39,000
Kimberly S LubelTrustee$37,000$37,000
Eugene L AmesTrustee$36,000$36,000
Mary Ann RankinTrustee (End 12/31/2023)$36,000$36,000
Ricardo RomoTrustee (End 12/31/2023)$16,000$16,000

Board Members and Trustees

NameTitle
Adam HamiltonTrustee
David S ZachryTrustee
J Dan BatesTrustee
Walter D Downing JrTrustee
Esperanza AndradeTrustee (Begin 01/01/2024)
Robert G NewmanTrustee (Begin 01/01/2024)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$162,347
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$152,760
Other Expenses$9,587
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$152,760--$152,760
Other Expenses-$9,158-$9,158
Insurance-$429-$429
Total Functional Expenses$152,760$9,587$0$162,347
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Research InstituteSan Antonio, TX501(c)3To be used for scientific or educational purposes$152,760
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
No
Other officer compensation reviewed
No
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

“Sam G. Dawson, Director and Phillip D. Green, Director- Business Relationship.”

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

“The governing body of the organization and of its single beneficiary are the same individuals. These individuals have approved that all funds received by the organization are paid over to the beneficiary upon receipt. The Form 990 is reviewed by the beneficiary's financial officers and General Counsel. A copy of the final Form 990, including all schedules, is electronically provided to all Board members prior to filing.”

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

“Trustees of the organization are obligated under the conflict of interest policy to disclose all conflict of interest situations and to disclose all family and business relationships annually when completing the 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 C, line 19

“The Governing Documents, the Conflict of Interest Policy and Financial Statements are available to the public upon the request of a member of the public.”

Filing and Contact Details

Filer

Filer Name
Tom Slick Memorial Trust for Swri
EIN
23-7225476
Phone
2106845111
Address
6220 Culebra Rd, San Antonio, TX 78238-5166

Signing Officer

Name
Adam Hamilton
Title
Trustee, Agent and Attorney-in-Fact
Phone
2106845111
Signed
2025-08-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Adam Hamilton
Formed
1972
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
425 HOUSTON STREET STE 600, FORT WORTH, TX 76102
Preparer
Jodi Rosser
Phone
8173351900
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“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 27, 2024 and September 29, 2023, there were no uncertain tax benefits identified and recorded as a liability.”

Raw XML AppendixShowing 400 of 500 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.

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IRS990/ReportOtherLiabilitiesInd00
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0162347
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0152760
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWEST RESEARCH INSTITUTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0152760
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0From 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 27, 2024 and September 29, 2023, there were no uncertain tax benefits identified and recorded as a liability.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleI/RecipientTable/CashGrantAmt0152760
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To be used for scientific or educational purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Southwest Research Institute
IRS990ScheduleI/RecipientTable/RecipientEIN0741070544
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06220 Culebra Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Antonio
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0782385166
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Funds are used at the direction of the Southwest Research Institute Board of Directors for scientific research and development activities.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0548000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt1239875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt01081105
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1729049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt133096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023735
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt032784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt151574
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2341231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Adam Hamilton
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Walter D Downing Jr
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2J Dan Bates
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01718720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt11079454
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2341231
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Also referencing Form 990, Part VII, Sec. A., Col. (E) and Schedule J, Part II, Col. (B) regarding J. Dan Bates. Southwest Research Institute, a related organization, has a noncontributory defined benefit pension plan, which is a grandfathered 457 plan, that was granted to Institute officers who were employed as of April 30, 1981. Benefits are provided through a group annuity contract. The last active participant, J. Dan Bates, retired in September, 2014. He will receive a monthly benefit for his lifetime, with a twenty-year guarantee. The actual benefit paid in 2023 was $301,981. Additionally, he received Director's Fees of $39,250.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1The 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. Amounts paid during calendar year 2023 are shown on Sch. J, Part II, Col. (B)(ii).
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 4b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sam G. Dawson, Director and Phillip D. Green, Director- Business Relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body of the organization and of its single beneficiary are the same individuals. These individuals have approved that all funds received by the organization are paid over to the beneficiary upon receipt. The Form 990 is reviewed by the beneficiary's financial officers and General Counsel. A copy of the final Form 990, including all schedules, is electronically provided to all Board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustees of the organization are obligated under the conflict of interest policy to disclose all conflict of interest situations and to disclose all family and business relationships annually when completing the 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Governing Documents, the Conflict of Interest Policy and Financial Statements are available to the public upon the request of a member of the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Southwest Research Institute
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741070544
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX

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