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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1B
+10.3% YoY
Annual Giving
$530K
+18.3% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$66K
+33.1% YoY
About Southwest Research Institute
Based on IRS filings
Southwest Research Institute is a nonprofit organization focused on Science & Technology, based in SAN ANTONIO, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1B in total assets. In 2024, it awarded 8 grants totaling $530K. Net investment income was $11.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,124,893,515 | $1,020,250,704 | $937,978,813 |
| Revenue | $926,409,362 | $855,635,746 | $800,924,085 |
| Expenses | $892,381,723 | $811,796,809 | $762,558,422 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $11,254,470 | $10,536,036 | $2,256,559 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include United Way ($357,000), ESSAR Recreation Association ($48,762), West Point Association of Graduates ($44,600).
| Recipient | Purpose | Amount |
|---|---|---|
| Communities of Churches for Social Action San Antonio, TX | General Support | $28,000 |
| ESSAR Recreation Association San Antonio, TX | General Support | $48,762 |
| Texas Biomedical Forum San Antonio, TX | General Support | $17,000 |
| The University of Texas at San Antonio San Antonio, TX | General Support | $10,000 |
| United Way San Antonio, TX | General Support | $357,000 |
| West Point Association of Graduates West Point, NY | General Support | $44,600 |
| University Corporation for Atmospheric Research Boulder, CO | General Support | $10,000 |
| Texas Academy of Medicine Engineering Science & Technology Austin, TX | General Support | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Adam Hamilton | President/CEO/Director | 40 | $1,661,889 |
| Walter D Downing Jr | Exec VP/COO/Director | 40 | $1,020,498 |
| J Dan Bates-See Sch J Part III | Director/Former Pres- Ret. | 2 | $341,231 |
| Milton B Lee II | Director | 3 | $40,000 |
| Phillip J Pfeiffer | Director | 3 | $40,750 |
| Ricardo Romo | Director (Ended 12/31/2023) | 1 | $16,000 |
| Wayne S Alexander | Director | 2 | $39,000 |
| Jan Newton | Director - Chair (2024) | 4 | $42,500 |
| Eugene L Ames | Director | 2 | $36,000 |
| Phillip D Green | Director | 3 | $41,000 |
| Sam G Dawson | Director - Chair (2023) | 2 | $61,750 |
| Mary Ann Rankin | Director (Ended 12/31/2023) | 1 | $36,000 |
| Kimberly S Lubel | Director - Vice Chair (2024) | 3 | $37,000 |
| David S Zachry | Director | 2 | — |
| Esperanza Hope Andrade | Director (Begin 01/01/2024) | 2 | — |
| Robert G Newman | Director (Begin 01/01/2024) | 2 | — |
| James L Burch | Senior Vice President | 40 | $735,215 |
| Beth Ann Rafferty | CFO/Secretary/VP-Finance | 40 | $593,011 |
| Steven D Marty | Vice President | 40 | $499,729 |
| Daniel W Stewart | Vice President | 40 | $465,826 |
| C Nils Smith | Vice President | 40 | $522,984 |
| Robin Canup | Vice President | 40 | $502,992 |
| Steven W Dellenback | Vice President | 40 | $482,465 |
| Paul Easley | Vice President | 40 | $365,864 |
| Monica R Trollinger | General Counsel | 40 | $458,288 |
| Anthony Magaro | Vice President | 40 | $401,279 |
| Jim R Keys | Vice President | 40 | $360,666 |
| Ben H Thacker | Vice President | 40 | $394,772 |
| Delia Aguilar | Treasurer & Asst. Corp Secretary | 40 | $283,098 |
| Byrl B Brockman | Assistant Treasurer | 40 | $228,777 |
| Joe A McDonough | Vice President | 40 | $280,860 |
| Michael K McLelland | Vice President | 40 | $412,233 |
| Jose Navarro | Vice President (Begin 12/07/2023) | 40 | $268,191 |
| Sol A Stern | Associate Vice President | 40 | $568,462 |
| Scott J Bolton | Associate Vice President | 40 | $510,829 |
| Stephan A Fuselier | Executive Director | 40 | $457,963 |
| Harold F Levinson | Program Director | 40 | $390,009 |
| Brian J Schimmoller | President-Signature Science | 40 | $370,742 |
| Linda Boehme- Ret 5323 | Former Treasurer | 40 | $259,151 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Southwest Research Institute?
Southwest Research Institute is a nonprofit organization focused on Science & Technology, based in SAN ANTONIO, TX. It holds $1.1B in total assets as of 2024.
How large is Southwest Research Institute?
As of 2024, Southwest Research Institute holds $1.1B in total assets with $926.4M in annual revenue. It awarded 8 grants totaling $530K in 2024.
Where does Southwest Research Institute operate?
Southwest Research Institute has awarded grants in Colorado, New York, Ohio, Texas.
What size grants does Southwest Research Institute award?
In 2024, Southwest Research Institute awarded 8 grants totaling $530K — an average of about $66K per grant, based on its IRS Form 990 filings.
What is Southwest Research Institute's EIN?
Southwest Research Institute's EIN (Employer Identification Number) is 74-1070544. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Southwest Research Institute's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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