Southwest Research Institute
Donations deductibleRevenue
$978.6m
year to 26 September 2025
Expenses
$935.2m
year to 26 September 2025
Total assets
$1.17bn
$290.6m liabilities
Net assets
$881.2m
assets less liabilities
Directors and trustees
16
7.4y av
Staff
3,529
employees, year to 26 September 2025
Chair observed
≥6 yrs
Jan Newton
Left since last filing
0
no seats appear to have opened
Southwest Research Institute's network
16 people8 organisationsi16 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (30) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Jan Newton Chair | Director - Chair (2024) | 2019 | 7 yrs |
| Sam G Dawson Chair | Director - Chair (2023) | 2018 | 8 yrs |
| Adam Hamilton | President/CEO/Director | 2018 | 8 yrs |
| David S Zachry | Director | 2018 | 8 yrs |
| Esperanza Hope Andrade | Director (Begin 01/01/2024) | 2024 | 2 yrs |
| Eugene L Ames | Director | 2018 | 8 yrs |
| J Dan Bates-See Sch J Part III | Director/Former Pres- Ret. | 2019 | 7 yrs |
| Kimberly S Lubel | Director - Vice Chair (2024) | 2019 | 7 yrs |
| Mary Ann Rankin | Director (Ended 12/31/2023) | 2018 | 8 yrs |
| Milton B Lee II | Director | 2018 | 8 yrs |
| Phillip D Green | Director | 2019 | 7 yrs |
| Phillip J Pfeiffer | Director | 2018 | 8 yrs |
| Ricardo Romo | Director (Ended 12/31/2023) | 2018 | 8 yrs |
| Robert G Newman | Director (Begin 01/01/2024) | 2024 | 2 yrs |
| Walter D Downing Jr | Exec VP/COO/Director | 2018 | 8 yrs |
| Wayne S Alexander | Director | 2018 | 8 yrs |
Officers and senior leadership
33 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Anthony Magaro | Vice President (Eff. Dec. 2018) | since 2019 |
| Ben H Thacker | Vice President | since 2022 |
| Beth Ann Rafferty | Chief Financial Officer | since 2018 |
| Brian J Schimmoller | President-Signature Science | since 2023 |
| Byrl B Brockman | Assistant Treasurer | since 2023 |
| C Nils Smith | Vice President | since 2018 |
| Daniel W Stewart | Vice President | since 2018 |
| Danny M Deffenbaugh | Vice President | since 2018 |
| Delia Aguilar | Treasurer & Asst. Corp Secretary | since 2023 |
| Harold F Levinson | Program Director | since 2023 |
| James L Burch | Vice President | since 2018 |
| Jim R Keys | Vice President | since 2022 |
| Joe A McDonough | Vice President | since 2023 |
| John W McLeod | V.P. & Gen. Counsel (Ret. Feb 2018) | 2018 |
| Jose Navarro | Vice President (Begin 12/07/2023) | 2024 |
| Kenneth H Bennett Jr | Vice President | since 2018 |
| Linda Boehme | Treasurer | since 2018 |
| Mary Massey | Vice President | since 2018 |
| Michael A Re | Director- Signature Science | 2022 |
| Michael A Regester | Vice President-Signature Science | 2021 |
| Michael E Regester | V.P.Administration-Signatu | 2018 |
| Michael K McLelland | Vice President | since 2023 |
| Michael Macnaughton | Vice President | since 2018 |
| Monica R Trollinger | General Counsel (Eff. Feb 2018) | since 2018 |
| Paul Easley | Vice President | since 2018 |
| Robin Canup | Vice President | since 2023 |
| Robin Mihran | Assistant Vice President | since 2019 |
| Scott J Bolton | Associate Vice President | since 2018 |
| Sol A Stern | Associate Vice President | since 2018 |
| Stephan A Fuselier | Executive Director | since 2018 |
| Steven D Marty | Vice President | since 2018 |
| Steven W Dellenback | Vice President | since 2018 |
| William M Thompson | President-Signature Science | since 2018 |
Pay and hours
year to 26 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Adam Hamilton | Pres./CEO/Dir. | 40 | $1.7m | $59k | |
| Walter D Downing Jr | Exec.VP/COO/Dir | 40 | $1m | $63k | |
| James L Burch | Sr. Vice Pres. | 40 | $736k | $60k | |
| Beth Ann Rafferty | CFO/Sec/VP-Fin. | 40 | $624k | $58k | |
| Robin Canup | Vice President | 40 | $613k | $69k | |
| Sol A Stern | Associate VP | 40 | $595k | $49k | |
| C Nils Smith | Vice President | 40 | $541k | $68k | |
| Scott J Bolton | Associate V.P. | 40 | $529k | $76k | |
| Steven D Marty | Vice President | 40 | $507k | $62k | |
| Michael K McLelland | Vice President | 40 | $506k | $60k | |
| Steven W Dellenback | Vice President | 40 | $497k | $62k | |
| Monica R Trollinger | General Counsel | 40 | $491k | $70k | |
| Stephan A Fuselier | Executive Director | 40 | $488k | $37k | |
| Daniel W Stewart | Vice President | 40 | $482k | $68k | |
| Anthony Magaro | Vice President | 40 | $426k | $62k | |
| Jim R Keys | Vice President | 40 | $423k | $47k | |
| Harold F Levison | Program Director | 40 | $417k | $58k | |
| Ben H Thacker | Vice President | 40 | $391k | $59k | |
| Paul Easley | Vice President | 40 | $376k | $55k | |
| Brian J Schimmoller | Pres/CEO SSLLC | 40 | $371k | $13k | |
| Joe A McDonough | Vice President | 40 | $370k | $65k | |
| J Dan Bates-See Sch J Part II | Director | 2 | $345k | ||
| Delia Aguilar | Treas./Asst.Sec | 40 | $330k | $43k | |
| Jose Navarro | VP until 12/24 | 40 | $296k | $63k | |
| Byrl B Brockman | Asst. Treasurer | 40 | $268k | $60k | |
| Jan Newton | Director-Chair | 4 | $73k | ||
| Milton B Lee II | Director | 3 | $48k | ||
| Phillip J Pfeiffer | Director | 3 | $45k | ||
| Phillip D Green | Director | 3 | $45k | ||
| Kimberly S Lubel | Director-ViceCh | 3 | $45k | ||
| Wayne S Alexander | Director | 2 | $40k | ||
| Eugene L Ames | Director | 2 | $40k | ||
| Sam G Dawson | Director | 2 | $40k | ||
| Esperanza Hope Andrade | Director | 2 | $40k | ||
| Robert G Newman | Director | 2 | $40k | ||
| Ricardo Romo | Former Director | 0 | $20k | ||
| David S Zachry | Director | 2 | $0 |
About
- Legal name
- Southwest Research Institute
- EIN
- 741070544
- Address
- 6220 Culebra Rd, San Antonio, TX, 78238-5166
- State
- Texas
- Mission
- Southwest Reseach Institute(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. (as filed on the Form 990)
- Activity (NTEE)
- U990 Science and technology research
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Science & Technology
- Size band
- 9 (IRS master file code)
- Formed
- 1966
- IRS ruling date
- 1 March 2006
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedImprove the morale and welfare of memberESSAR Recreation AssociationRelatedSupport for Southwest Research InstituteTom Slick Memorial Trust for SwRI
Longest observed on the filings
≥8years on the filingsSam G Dawson
≥8years on the filingsAdam Hamilton
≥8years on the filingsDavid S Zachry
≥8years on the filingsEugene L Ames
Latest return
year to 26 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 26 September 2025. US dollars, as filed.- Total assets
- $1.17bn
- Total liabilities
- $290.6m
- Net assets or fund balances
- $881.2m
- Contributions and grants received
- $183k
- Program service revenue
- $967.8m
- Grants and similar paid out
- $640k
- Employees
- 3,529
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $926.4m | $892.4m | $34m |
As filed on the IRS Form 990. US dollars.
Grants paid
7 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| United Way | General Support | $396k |
| ESSAR Recreation Association | General Support | $53k |
| University of Texas at Austin | General Support | $20k |
| The University of Texas at Sa | General Support | $17k |
| Texas Biomedical Forum | General Support | $10k |
| Meals on Wheels San Antonio | General Support | $9k |
| Texas A&M University | General Support | $9k |
State registration
3 entitiesiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Southwest Research Institute likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- nonprofit corporation
- Status
- Good Standing
- Formed
- 10 February 1995
- Registered agent
- C T Corporation System (city and state not held)
This register does not publish officers or directors.
Southwest Research Institute likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Oregon Secretary of State, active business entities (data.oregon.gov tckn-sxa6). Licence not stated. Data last fetched 18 October 2026.
- State
- Oregon
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 16 February 2017
- Registered agent
- C T Corporation System (city and state not held)
Southwest Research Institute likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 13 October 1966
- Registered agent
- Not stated
This register does not publish officers or directors.