SOUTHWEST RESEARCH INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST RESEARCH INSTITUTE (EIN 74-1070544)
- Tax period
- 2013-09-28 to 2014-09-26
- Filed
- 2015-08-17
- IRS object ID
- 201502299349303380
- Schema version
- 2013v4.0
- 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 K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T14:28:13-05:00 | ReturnTs |
| Tax Period End | 2014-09-26 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-28 | 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 | BusinessNameLine1 |
| 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 | PO Drawer 28510 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782280510 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Ann Rafferty | PersonNm |
| Person Title | CFO & Vice President, Finance | PersonTitleTxt |
| Phone | 2106845111 | PhoneNum |
| Signature | 2015-08-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | PO Drawer 28510 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782280510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $529,095,142 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 11 | VotingMembersIndependentCnt |
| Total Employee | 3273 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $66,298,086 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,321,172 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $802,062 | PYContributionsGrantsAmt |
| CY Contributions Grants | $926,776 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $567,957,802 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $526,628,215 | CYProgramServiceRevenueAmt |
| PY Investment Income | $442,625 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,034,679 | CYInvestmentIncomeAmt |
| PY Other Revenue | $436,106 | PYOtherRevenueAmt |
| CY Other Revenue | $442,740 | CYOtherRevenueAmt |
| PY Total Revenue | $569,638,595 | PYTotalRevenueAmt |
| CY Total Revenue | $529,032,410 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $360,182 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $403,177 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $177,353,451 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $278,064,947 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $362,023,866 | PYOtherExpensesAmt |
| CY Other Expenses | $247,965,577 | CYOtherExpensesAmt |
| PY Total Expenses | $539,737,499 | PYTotalExpensesAmt |
| CY Total Expenses | $526,433,701 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $29,901,096 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,598,709 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $644,855,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $651,171,673 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $162,448,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $163,458,713 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $482,407,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $487,712,960 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $450,754,695 | ExpenseAmt |
| Grant | $403,177 | GrantAmt |
| Revenue | $460,330,129 | 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.Scientific Research and Development directly related services are described at our website: www.swri.org. Additional information regarding federal government technical programs is available at http://harvester.census.gov/sac/ | Desc |
| Total Program Service Expenses | $450,754,695 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 671 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3273 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2106845111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6220 Culebra Road | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78228 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Wayne S Alexander | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $32,000 | $0 | $0 | |||
| Eugene L Ames | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $31,000 | $0 | $0 | |||
| Richard W Calvert | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $28,500 | $0 | $0 | |||
| A Baker Duncan | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $29,000 | $0 | $0 | |||
| Roger R Hemminghaus | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $34,000 | $0 | $0 | |||
| Milton B Lee II | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $31,000 | $0 | $0 | |||
| Phillip J Pfeiffer | |||||||||
| Chairman | 1.00 | 0.10 | Yes (X) | $48,250 | $0 | $0 | |||
| Mary Ann Rankin | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $32,000 | $0 | $0 | |||
| John B Roberts | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $30,500 | $0 | $0 | |||
| Ricardo Romo | |||||||||
| Vice Chairman | 1.00 | 0.10 | Yes (X) | $28,250 | $0 | $0 | |||
| Curtis Vaughan Jr | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $2,500 | $0 | $0 | |||
| David S Zachry | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| John C Korbell | |||||||||
| Director | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| J Dan Bates | |||||||||
| President | 40.00 | 0.10 | Yes (X) | $1,147,634 | $0 | $134,864 | Yes (X) | ||
| Walter D Downing Jr | |||||||||
| Executive Vice President | 40.00 | 0.10 | Yes (X) | $692,022 | $0 | $44,463 | Yes (X) | ||
| Beth Ann Rafferty | |||||||||
| Chief Financial Officer | 40.00 | $362,779 | $0 | $51,268 | Yes (X) | ||||
| Amos E Holt | |||||||||
| Vice President | 40.00 | $104,434 | $0 | $4,014 | Yes (X) | ||||
| John W McLeod | |||||||||
| V.P. & General Counsel | 40.00 | $388,928 | $0 | $45,963 | Yes (X) | ||||
| Robert P Griffith Jr | |||||||||
| Vice President | 40.00 | $271,829 | $0 | $26,934 | Yes (X) | ||||
| Richard D Somers | |||||||||
| Vice President | 40.00 | $417,099 | $0 | $50,827 | Yes (X) | ||||
| Edward D Moore | |||||||||
| Vice President | 40.00 | $331,696 | $0 | $42,053 | Yes (X) | ||||
| Bob Keys | |||||||||
| Vice President | 40.00 | $240,711 | $0 | $14,574 | Yes (X) | ||||
| Susan B Crumrine | |||||||||
| Vice President | 40.00 | $329,247 | $0 | $49,756 | Yes (X) | ||||
| Michael MacNaughton | |||||||||
| Vice President | 40.00 | $459,866 | $0 | $28,784 | Yes (X) | ||||
| Bruce B Bykowski | |||||||||
| Vice President | 40.00 | $323,649 | $0 | $45,739 | Yes (X) | ||||
| Steven D Marty | |||||||||
| Vice President | 40.00 | $281,743 | $0 | $42,466 | Yes (X) | ||||
| Wesley C Patrick | |||||||||
| Vice President | 40.00 | $431,392 | $0 | $41,953 | Yes (X) | ||||
| Danny M Deffenbaugh | |||||||||
| Vice President | 40.00 | $336,546 | $0 | $41,882 | Yes (X) | ||||
| C Nils Smith | |||||||||
| Vice President | 40.00 | $252,389 | $0 | $49,556 | Yes (X) | ||||
| James L Burch | |||||||||
| Vice President | 40.00 | $536,874 | $0 | $45,522 | Yes (X) | ||||
| Linda Boehme | |||||||||
| Treasurer | 40.00 | $176,280 | $0 | $32,850 | Yes (X) | ||||
| Paul Easley | |||||||||
| Vice President | 40.00 | $217,482 | $0 | $44,728 | Yes (X) | ||||
| Mary Massey | |||||||||
| Vice President | 40.00 | $273,949 | $0 | $35,505 | Yes (X) | ||||
| Scott J Bolton | |||||||||
| Associate Vice President | 40.00 | $345,145 | $0 | $51,887 | Yes (X) | ||||
| David J McComas | |||||||||
| Asst. Vice President | 40.00 | $346,330 | $0 | $54,102 | Yes (X) | ||||
| Sol A Stern | |||||||||
| Associate Vice President | 40.00 | $370,522 | $0 | $52,435 | Yes (X) | ||||
| Adam Hamilton | |||||||||
| President-Related Organization | 1.00 | 40.00 | $0 | $355,795 | $7,650 | Yes (X) | |||
| William M Thompson | |||||||||
| V.P.- Related Organization | 1.00 | 40.00 | $0 | $292,815 | $7,650 | Yes (X) | |||
| Katharine C Golas | |||||||||
| Vice President | 24.00 | $233,304 | $0 | $2,069 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,198,850 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $648,610 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,049,494 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 528 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| University of New Hamphire | |||||
| 51 College Road | Durham | NH | 03824 | R&D Services | $6,587,464 |
| Johns Hopkins University | |||||
| 111000 John Hopkins | Laurel | MD | 20723 | R&D Services | $4,641,530 |
| University of Colorado | |||||
| Campus Box 572 | Boulder | CO | 80309 | R&D Services | $2,897,467 |
| Sierra Nevada | |||||
| 444 Salomon Circle | Sparks | NV | 89436 | R&D Services | $2,783,939 |
| Surrey Satellite | |||||
| 345 Inverness Dr | Englewood | CO | 80112 | R&D Services | $2,310,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $677,133 | RelatedOrganizationsAmt |
| All Other Contributions | $249,643 | AllOtherContributionsAmt |
| Noncash Contributions | $249,643 | NoncashContributionsAmt |
| Total Contributions | $926,776 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Research & Development | 541700 | $526,578,040 | $460,279,954 | $66,298,086 |
| Signature Science | 541700 | $50,175 | $50,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $526,628,215 | TotalProgramServiceRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,034,679 | TotalRevenueColumnAmt |
| Exclusion | $1,034,679 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363,051 | TotalRevenueColumnAmt |
| Exclusion | $363,051 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $142,421 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,732 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $79,689 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,689 | TotalRevenueColumnAmt |
| Exclusion | $79,689 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $529,032,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $460,330,129 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $66,298,086 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,477,419 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,177 | TotalAmt |
| Program Services | $403,177 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,842,189 | TotalAmt |
| Program Services | $4,185,808 | ProgramServicesAmt |
| Management And General | $3,656,381 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,694,522 | TotalAmt |
| Program Services | $175,182,970 | ProgramServicesAmt |
| Management And General | $30,511,552 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,361,278 | TotalAmt |
| Program Services | $15,314,964 | ProgramServicesAmt |
| Management And General | $3,046,314 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,423,679 | TotalAmt |
| Program Services | $25,005,053 | ProgramServicesAmt |
| Management And General | $6,418,626 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,743,279 | TotalAmt |
| Program Services | $12,380,442 | ProgramServicesAmt |
| Management And General | $2,362,837 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,694 | TotalAmt |
| Management And General | $1,506,694 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,576 | TotalAmt |
| Management And General | $102,576 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,590 | TotalAmt |
| Management And General | $231,590 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,375,978 | TotalAmt |
| Program Services | $11,362,288 | ProgramServicesAmt |
| Management And General | $3,013,690 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,344,523 | TotalAmt |
| Program Services | $1,752,894 | ProgramServicesAmt |
| Management And General | $591,629 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,833,559 | TotalAmt |
| Program Services | $8,768,449 | ProgramServicesAmt |
| Management And General | $5,065,110 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,323,271 | TotalAmt |
| Program Services | $4,667,819 | ProgramServicesAmt |
| Management And General | $655,452 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,633 | TotalAmt |
| Management And General | $454,633 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,539 | TotalAmt |
| Management And General | $523,539 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,404,930 | TotalAmt |
| Program Services | $10,472,346 | ProgramServicesAmt |
| Management And General | $15,932,584 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,553 | TotalAmt |
| Management And General | $1,857,553 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Project cost-non labor | $163,569,436 | $163,569,436 | |
| Purchased Services | $13,528,907 | $14,117,886 | -$588,979 |
| Equipment Rental | $2,094,104 | $1,835,656 | $258,448 |
| Internal Research | $1,196,046 | $1,196,046 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,238 | TotalAmt |
| Program Services | $539,461 | ProgramServicesAmt |
| Management And General | $78,777 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,433,701 | TotalAmt |
| Program Services | $450,754,695 | ProgramServicesAmt |
| Management And General | $75,679,006 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,762 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,702,211 | BOYAmt |
| EOY | $100,771,370 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,484,514 | BOYAmt |
| EOY | $107,256,198 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,976,989 | BOYAmt |
| EOY | $8,681,761 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,356,343 | BOYAmt |
| EOY | $11,534,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $607,376,316 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $313,377,639 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,056,636 | BOYAmt |
| EOY | $293,998,677 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,265,498 | BOYAmt |
| EOY | $118,929,333 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,855,953 | BOYAmt |
| EOY | $651,171,673 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,370,820 | BOYAmt |
| EOY | $102,476,783 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,077,210 | BOYAmt |
| EOY | $50,981,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,448,030 | BOYAmt |
| EOY | $163,458,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,407,923 | BOYAmt |
| EOY | $487,712,960 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,407,923 | BOYAmt |
| EOY | $487,712,960 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,855,953 | BOYAmt |
| EOY | $651,171,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,598,709 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,706,328 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $911,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $961,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,031,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $802,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $926,776 | CurrentTaxYearAmt |
| Total | $4,632,791 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $483,247,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $514,842,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $505,230,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,070,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $526,578,040 | CurrentTaxYearAmt |
| Total | $2,540,969,970 | 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 | $484,259,704 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $515,903,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $506,361,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,972,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $527,604,816 | CurrentTaxYearAmt |
| Total | $2,546,102,761 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $911,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $959,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $864,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $752,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $677,133 | CurrentTaxYearAmt |
| Total | $4,164,812 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,201,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,799,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,457,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,455,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,879,029 | CurrentTaxYearAmt |
| Total | $756,793,013 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,113,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $186,758,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,322,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,207,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,556,162 | CurrentTaxYearAmt |
| Total | $760,957,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,785,144,936 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,134,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$203,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,032,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $878,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,477,419 | CurrentTaxYearAmt |
| Total | $6,319,673 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,682,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,646,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,102,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $636,383 | CurrentTaxYearMinus1YearAmt |
| Total | $8,067,669 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,817,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,443,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,134,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,515,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,477,419 | CurrentTaxYearAmt |
| Total | $14,387,342 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $491,077,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $517,346,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509,496,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,488,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529,082,235 | CurrentTaxYearAmt |
| Total | $2,560,490,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.69720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.67210 | PublicSupportPY509Pct |
| Investment Income CY | 0.00560 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00610 | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $231,590 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $231,590 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $450,523,105 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $450,754,695 | 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 |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
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 | $442,690 | CurrentYearMinus3Amt |
| Current Year Minus2 | $489,200 | CurrentYearMinus2Amt |
| Current Year Minus1 | $357,424 | CurrentYearMinus1Amt |
| Current Year | $231,590 | CurrentYearAmt |
| Total | $1,520,904 | 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 | $8,746,796 | OtherCostOrOtherBasisAmt |
| Book Value | $8,746,796 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $420,323,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,010,001 | DepreciationAmt |
| Book Value | $246,313,181 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,151,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $916,392 | DepreciationAmt |
| Book Value | $234,872 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,265,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,093,510 | DepreciationAmt |
| Book Value | $36,171,945 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,889,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,357,736 | DepreciationAmt |
| Book Value | $2,531,883 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $293,998,677 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Tianjin SwARC Investment | $1,512,096 |
| Investment in Signature Science | $7,462,257 |
| Post Retirement Medical Fund | $56,245,228 |
| Bond Redemption Fund | $10,000,000 |
| Deferred Tax Asset | $2,525,641 |
| Other Assets | $7,140,175 |
| Long Term Investments | $34,043,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $118,929,333 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Post Retirement Medical Benefits Obligation | $43,092,646 |
| Pension Obligations | $749,109 |
| Deferred Compensation Obligation | $7,140,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,981,930 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Southwest Research Institute does not have any uncertain tax positions under ASC 740 "Income Taxes". | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 4 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Marketing and project coordination for SwRI's Research and Development efforts. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $560,864 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $560,864 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $560,864 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | Accrual Method | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ESSAR Recreation Association | |||||||
| 6220 Culebra Road | San Antonio | TX | 78228 | 741490851 | 501(c)(4) | $34,670 | General Support |
| University of Texas at Austin | |||||||
| 1 University Drive | Austin | TX | 78712 | 746000203 | 501(c)(3) | $17,600 | General Support |
| University of Texas at San Antonio | |||||||
| 6900 N Loop 1604 | San Antonio | TX | 78249 | 741717115 | 501(c)(3) | $10,000 | General Support |
| United Way of San Antonio | |||||||
| 700 South Alamo | San Antonio | TX | 78293 | 741272381 | 501(c)(3) | $182,350 | General Support |
| Haven for Hope of Bexar County | |||||||
| P O Box 781609 | San Antonio | TX | 78278 | 208075412 | 501(c)(3) | $5,000 | General Support |
| St Mary's University of San Antonio | |||||||
| 1 Camino Santa Maria | San Antonio | TX | 78228 | 741143128 | 501(c)(3) | $5,000 | General Support |
| Junior Achielvement of South Texas | |||||||
| 403 East Ramsey Suite 201 | San Antonio | TX | 78216 | 742061852 | 501(c)(3) | $20,000 | General Support |
| Trinity University | |||||||
| One Trinity Place 49 | San Antonio | TX | 782127200 | 741109633 | 501(c)(3) | $5,000 | General Support |
| Good Samaritan Community | |||||||
| 1600 Saltillo St | San Antonio | TX | 78207 | 741117340 | 501(c)(3) | $5,000 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The assistance amounts listed are provided to the entities as donations in accordance with the applicable stated purposes of Southwest Research Institute. | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J Dan Bates | ||||||||||||||
| President | $890,599 | $0 | $123,104 | $0 | $133,931 | $0 | $118,161 | $0 | $16,703 | $0 | $1,282,498 | $0 | $0 | $0 |
| Walter D Downing Jr | ||||||||||||||
| Executive Vice President | $540,785 | $0 | $76,428 | $0 | $74,809 | $0 | $25,776 | $0 | $18,687 | $0 | $736,485 | $0 | $0 | $0 |
| Beth Ann Rafferty | ||||||||||||||
| Chief Financial Officer | $286,729 | $0 | $45,279 | $0 | $30,771 | $0 | $25,776 | $0 | $25,492 | $0 | $414,047 | $0 | $0 | $0 |
| John W McLeod | ||||||||||||||
| V.P. & General Counsel | $321,525 | $0 | $43,436 | $0 | $23,967 | $0 | $25,776 | $0 | $20,187 | $0 | $434,891 | $0 | $0 | $0 |
| Robert P Griffith Jr | ||||||||||||||
| Vice President | $146,784 | $0 | $40,657 | $0 | $84,388 | $0 | $17,161 | $0 | $9,773 | $0 | $298,763 | $0 | $0 | $0 |
| Richard D Somers | ||||||||||||||
| Vice President | $329,060 | $0 | $46,876 | $0 | $41,163 | $0 | $25,776 | $0 | $25,051 | $0 | $467,926 | $0 | $0 | $0 |
| Edward D Moore | ||||||||||||||
| Vice President | $269,831 | $0 | $33,860 | $0 | $28,005 | $0 | $25,776 | $0 | $16,277 | $0 | $373,749 | $0 | $0 | $0 |
| Bob Keys | ||||||||||||||
| Vice President | $135,813 | $0 | $53,700 | $0 | $51,198 | $0 | $13,836 | $0 | $738 | $0 | $255,285 | $0 | $0 | $0 |
| Susan B Crumrine | ||||||||||||||
| Vice President | $256,256 | $0 | $45,332 | $0 | $27,659 | $0 | $25,776 | $0 | $23,980 | $0 | $379,003 | $0 | $0 | $0 |
| Michael MacNaughton | ||||||||||||||
| Vice President | $347,939 | $0 | $57,273 | $0 | $54,654 | $0 | $25,776 | $0 | $3,008 | $0 | $488,650 | $0 | $0 | $0 |
| Bruce B Bykowski | ||||||||||||||
| Vice President | $256,978 | $0 | $37,398 | $0 | $29,273 | $0 | $25,776 | $0 | $19,963 | $0 | $369,388 | $0 | $0 | $0 |
| Steven D Marty | ||||||||||||||
| Vice President | $230,977 | $0 | $28,906 | $0 | $21,860 | $0 | $25,776 | $0 | $16,690 | $0 | $324,209 | $0 | $0 | $0 |
| Wesley C Patrick | ||||||||||||||
| Vice President | $342,748 | $0 | $45,757 | $0 | $42,887 | $0 | $25,776 | $0 | $16,177 | $0 | $473,345 | $0 | $0 | $0 |
| Danny M Deffenbaugh | ||||||||||||||
| Vice President | $278,125 | $0 | $45,488 | $0 | $12,933 | $0 | $25,776 | $0 | $16,106 | $0 | $378,428 | $0 | $0 | $0 |
| C Nils Smith | ||||||||||||||
| Vice President | $234,704 | $0 | $12,928 | $0 | $4,757 | $0 | $24,639 | $0 | $24,917 | $0 | $301,945 | $0 | $0 | $0 |
| James L Burch | ||||||||||||||
| Vice President | $370,515 | $0 | $43,212 | $0 | $123,147 | $0 | $25,776 | $0 | $19,746 | $0 | $582,396 | $0 | $0 | $0 |
| Linda Boehme | ||||||||||||||
| Treasurer | $171,751 | $0 | $0 | $0 | $4,529 | $0 | $17,220 | $0 | $15,630 | $0 | $209,130 | $0 | $0 | $0 |
| Paul Easley | ||||||||||||||
| Vice President | $208,000 | $0 | $0 | $0 | $9,482 | $0 | $21,473 | $0 | $23,255 | $0 | $262,210 | $0 | $0 | $0 |
| Mary Massey | ||||||||||||||
| Vice President | $249,817 | $0 | $0 | $0 | $24,132 | $0 | $25,776 | $0 | $9,729 | $0 | $309,454 | $0 | $0 | $0 |
| Scott J Bolton | ||||||||||||||
| Associate Vice President | $338,062 | $0 | $0 | $0 | $7,083 | $0 | $25,776 | $0 | $26,111 | $0 | $397,032 | $0 | $0 | $0 |
| David J McComas | ||||||||||||||
| Asst. Vice President | $321,649 | $0 | $0 | $0 | $24,681 | $0 | $25,776 | $0 | $28,326 | $0 | $400,432 | $0 | $0 | $0 |
| Sol A Stern | ||||||||||||||
| Associate Vice President | $353,658 | $0 | $0 | $0 | $16,864 | $0 | $25,776 | $0 | $26,659 | $0 | $422,957 | $0 | $0 | $0 |
| Adam Hamilton | ||||||||||||||
| President-Related Organization | $0 | $276,598 | $0 | $66,000 | $0 | $13,197 | $0 | $7,650 | $0 | $0 | $0 | $363,445 | $0 | $0 |
| William M Thompson | ||||||||||||||
| V.P.- Related Organization | $0 | $231,712 | $0 | $53,000 | $0 | $8,103 | $0 | $7,650 | $0 | $0 | $0 | $300,465 | $0 | $0 |
| Katharine C Golas | ||||||||||||||
| Vice President | $0 | $0 | $0 | $0 | $233,304 | $0 | $1,308 | $0 | $761 | $0 | $235,373 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Institute's travel policy generally does not permit first class travel. There are a small number of exceptions for approved medical conditions 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 less than .1% of total officer compensation. Health or social club dues/fees: SwRI pays the membership cost for two officers at two social clubs. These memberships are used primarily for business meetings. Any personal charges are paid by the officers. |
| Part I, Lines 4a-b | The Institute had a funded noncontributory defined benefit pension plan (Group Annuity Plan). The Institute's Group Annuity Plan was granted to Institute officers that were employed as of March 30, 1981. Remaining Plan member: J. Dan Bates, $92,385. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| City of Tatum Industrial Development Corp | |||||||
| A | 752841079 | 2005-06-17 | $10,000,000 | CONSTRUCTION OF BUILDING 238- LABORATORY AND OFFICE SPACE | 0 | 0 | 0 |
| City of Tatum Industrial Development Corp | |||||||
| B | 752841079 | 2006-01-17 | $10,000,000 | CONSTRUCTION OF BUILDING 238- LABORATORY AND OFFICE SPACE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $10,000,000 | 2006 | 0 | 0 | Yes (1) | Yes (1) |
| B | $10,000,000 | $10,000,000 | 2006 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America N | |||||||||||||
| A | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | A | 10.000000000000 | 0 | 0 | 0 | 0 | 0 |
| Bank of America N | |||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | A | 10.000000000000 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Heather Bates | |||
| Family member of Dan Bates,President | $90,950 | Employment | 0 |
| Deborah Deffenbaugh | |||
| Family member of Danny M. Deffenbaugh, Vice President | $78,519 | Employment | 0 |
| Julia Fey | |||
| Family member of Walter D. Downing Jr., Executive Vice President | $42,788 | Employment | 0 |
| (no name) | |||
| 0 | |||
| James Keys | |||
| Family member of Bob Keys, Vice President | $205,950 | Employment | 0 |
| David O'Neal | |||
| Family member of Bruce B. Bykowski, Vice President | $47,924 | Employment | 0 |
| William Rafferty | |||
| Family member of Beth Ann Rafferty, Chief Fiancial Officer | $133,082 | Employment | 0 |
| Paul Easley II | |||
| Family member of Paul Easley, Vice President | $43,298 | Employment | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | R&D EQUIPMENT | 1 | $125,823 | FAIR MARKET VALUE |
| Yes (X) | R&D EQUIPMENT | 1 | $60,577 | FAIR MARKET VALUE |
| Yes (X) | R&D EQUIPMENT | 1 | $23,000 | FAIR MARKET VALUE |
| Yes (X) | R&D EQUIPMENT | 1 | $23,000 | FAIR MARKET VALUE |
| Yes (X) | R&D EQUIPMENT | 1 | $17,243 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | 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 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. |
| Form 990, Part VI, Section B, line 15 | 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 Committe 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 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: | NET GAIN ON DERIVATIVE INSTRUMENT 559,857. DECREASE OBLIGATION FOR GROUP ANNUITY(NET) 63,270. INCREASED OBLIGATION FOR PMBP (NET) -2,406,013. NET UNREALIZED GAIN OF PRMB 4,212,666. FIT credit 1,335,310. Aquisition of remaining portion of Signature Science, LLC -1,058,762. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Signature Science LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8329 N Mopac Blvd | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900041499 | EIN |
| Primary Activities | Scientific Research and Development | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $50,175 | TotalIncomeAmt |
| End Of Year Assets | $1,512,096 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Research Institute | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| ESSAR Recreation Association | |||||||||
| 6220 Culebra Road | San Antonio | TX | 78228 | 741490851 | Improve the morale and welfare of members | TX | 501(c)(4) | 0 | |
| Tom Slick Memorial Trust for SwRI | |||||||||
| 6220 Culebra Road | San Antonio | TX | 78228 | 237225476 | Support for Southwest Research Institute's scientific & educational purposes | TX | 501(c)(3) | 0 | 11a |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Signature Science LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8329 N Mopac Blvd | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900041499 | EIN |
| Primary Activities | Scientific Research and Development | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southwest Research Institute | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related Income | PredominantIncomeTypeTxt |
| Share Of Total Income | -$28,185 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,545,854 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.86470 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ESSAR Recreation Association | ||
| B | $34,670 | GL Transaction Amt |
| Tom Slick Memorial Trust for SwRI | ||
| C | $677,133 | GL Transaction Amt |
| ESSAR Recreation Association | ||
| N | $5,592,801 | Asset Book Value |
| ESSAR Recreation Association | ||
| R | $43,614 | GL Transaction Amt |
| Signature Science LLC | ||
| L | $1,809,968 | GL Transaction Amt |
| Signature Science LLC | ||
| M | $3,674,572 | GL Transaction Amt |