SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT (EIN 74-1966423)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349314410
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:13:13-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741966423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Research Institute Voluntary | BusinessNameLine1Txt |
| Business Name Line2 | Employees' Beneficiary Association | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH ANN RAFFERTY | PersonNm |
| Person Title | V.P. Finance | PersonTitleTxt |
| Phone | 2106845111 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Beth Ann Rafferty | PrincipalOfficerNm |
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 | $35,094,908 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Provide health care benefits to members & eligible persons | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,280,710 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,980,133 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,530 | PYInvestmentIncomeAmt |
| CY Investment Income | $114,775 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $33,302,240 | PYTotalRevenueAmt |
| CY Total Revenue | $35,094,908 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $32,763,695 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $34,944,557 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,681 | PYOtherExpensesAmt |
| CY Other Expenses | $17,713 | CYOtherExpensesAmt |
| PY Total Expenses | $32,779,376 | PYTotalExpensesAmt |
| CY Total Expenses | $34,962,270 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $522,864 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $132,638 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,277,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,410,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,277,450 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,410,088 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The plan is a self-funded plan that provides health care benefits (medical and dental) to active employees of Southwest Research Institute and other eligible persons. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,962,270 | ExpenseAmt |
| Revenue | $34,980,133 | RevenueAmt |
| Desc | Medical and dental benefits for approximately 3,000 members and their dependents. | Desc |
| Total Program Service Expenses | $34,962,270 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beth Ann Rafferty | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2106845111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6220 Culebra Rd | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782385166 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Adam Hamilton | ||||||||
| President | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,661,889 | $56,831 | |
| WD Downing | ||||||||
| Director | 1.00 | 40.00 | Yes (X) | $0 | $1,020,498 | $58,956 | ||
| JD Bates | ||||||||
| Director/Former Officer | 0.10 | 3.00 | Yes (X) | $0 | $341,231 | $0 | ||
| Milton B Lee II | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $40,000 | $0 | ||
| Phillip J Pfeiffer | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $40,750 | $0 | ||
| Ricardo Romo | ||||||||
| Director | 0.10 | 2.00 | Yes (X) | $0 | $16,000 | $0 | ||
| Wayne S Alexander | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $39,000 | $0 | ||
| Jan L Newton | ||||||||
| Vice Chairman | 0.10 | 3.00 | Yes (X) | $0 | $42,500 | $0 | ||
| Eugene L Ames | ||||||||
| Director | 0.10 | 2.00 | Yes (X) | $0 | $36,000 | $0 | ||
| Phillip D Green | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $41,000 | $0 | ||
| Sam G Dawson | ||||||||
| Chairman | 0.10 | 3.00 | Yes (X) | $0 | $61,750 | $0 | ||
| Mary Ann Rankin | ||||||||
| Director | 0.10 | 2.00 | Yes (X) | $0 | $36,000 | $0 | ||
| Kimberly Lubel | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $37,000 | $0 | ||
| David S Zachry | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Frost National Bank | ||||||||
| Institutional Trustee | 1.00 | $17,713 | $0 | $0 | Yes (X) | |||
| B A Rafferty | ||||||||
| VP Finance | 3.00 | 40.00 | Yes (X) | $0 | $593,011 | $54,770 | ||
| Linda Boehme | ||||||||
| Treasurer 1/1/2023-5/2/2023 | 1.00 | 40.00 | Yes (X) | $0 | $259,151 | $43,211 | ||
| Delia Aguilar | ||||||||
| Treasurer 05/3/2023-12/31/2023 | 1.00 | 40.00 | Yes (X) | $0 | $283,098 | $40,333 | ||
| Byrl B Brockman | ||||||||
| Assistant Treasurer | 3.00 | 40.00 | Yes (X) | $0 | $228,777 | $57,549 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,713 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,777,655 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $311,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer Contributions | 525100 | $21,861,172 | $21,861,172 |
| Employee Contributions | 525100 | $12,636,964 | $12,636,964 |
| Cobra Contributions | 525100 | $481,997 | $481,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,980,133 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,775 | TotalRevenueColumnAmt |
| Exclusion | $114,775 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,094,908 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,980,133 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,775 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,944,557 | TotalAmt |
| Program Services | $34,944,557 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Trustee Fees | Desc |
| Total | $17,713 | TotalAmt |
| Program Services | $17,713 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,962,270 | TotalAmt |
| Program Services | $34,962,270 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,450 | BOYAmt |
| EOY | $4,410,088 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,450 | BOYAmt |
| EOY | $4,410,088 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,450 | BOYAmt |
| EOY | $4,410,088 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,450 | BOYAmt |
| EOY | $4,410,088 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,450 | BOYAmt |
| EOY | $4,410,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $132,638 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,094,908 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,094,908 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,094,908 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,962,270 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,962,270 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,962,270 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Southwest Research Institute Voluntary Employees' Beneficiary Association does not have any uncertain tax positions under ASC 740 "Income Tax" | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Adam Hamilton | ||||||||||||||
| President | $0 | $1,081,105 | $0 | $548,000 | $0 | $32,784 | $0 | $33,096 | $0 | $23,735 | $0 | $1,718,720 | $0 | $0 |
| WD Downing | ||||||||||||||
| Director | $0 | $729,049 | $0 | $239,875 | $0 | $51,574 | $0 | $33,096 | $0 | $25,860 | $0 | $1,079,454 | $0 | $0 |
| B A Rafferty | ||||||||||||||
| VP Finance | $0 | $448,389 | $0 | $114,602 | $0 | $30,020 | $0 | $33,096 | $0 | $21,674 | $0 | $647,781 | $0 | $0 |
| JD Bates | ||||||||||||||
| Director/Former Officer | $0 | $0 | $0 | $0 | $0 | $341,231 | $0 | $0 | $0 | $0 | $0 | $341,231 | $0 | $0 |
| Delia Aguilar | ||||||||||||||
| Treasurer 05/3/2023-12/31/2023 | $0 | $253,211 | $0 | $0 | $0 | $29,887 | $0 | $27,585 | $0 | $12,748 | $0 | $323,431 | $0 | $0 |
| Linda Boehme | ||||||||||||||
| Treasurer 1/1/2023-5/2/2023 | $0 | $184,166 | $0 | $50,598 | $0 | $24,387 | $0 | $18,221 | $0 | $24,990 | $0 | $302,362 | $0 | $0 |
| Byrl B Brockman | ||||||||||||||
| Assistant Treasurer | $0 | $224,494 | $0 | $0 | $0 | $4,283 | $0 | $22,994 | $0 | $34,555 | $0 | $286,326 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | Also referencing Form 990, Part VII, Sec. A., Col. (D) and Schedule J, Part II, Col. (B) regarding J. Dan Bates. Southwest Research Insititue (The 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 actural benefit paid in 2023 was $301,981. Additionally, he received Director's Fees of $39,250. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | Although control of the property and affairs of the organization is vested in the Board of Directors, the officers have been delegated the authority to manage the affairs of the organization. The Form 990 is provided to the officers of the organization 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 of Southwest Research Institute 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 and financial statements are available to the public upon the request of a member of the public. |
| Form 990, Part XII Line 1 | The organization uses the modified cash basis of accounting. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Research Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6220 Culebra Rd | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782385166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741070544 | EIN |
| Primary Activities | Scientific Research | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $21,861,172 | InvolvedAmt |
| Method Of Amount Determination | Employer contributions to VEBA | MethodOfAmountDeterminationTxt |