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Nonprofit · EIN 74-1966423

SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT

Tax-exempt · SAN ANTONIO, TX 78238

Financials

$35.1M$35M2023$39.5M$39.4M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$39,508,700$39,445,524$63,176$4,573,264$100,000$4,473,264
December 31, 2023990$35,094,908$34,962,270$132,638$4,410,088$0$4,410,088
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$39,283,345
Investment income
$225,355
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$39,427,152
Compensation of officers, directors and key employees
$18,372
Salaries, compensation and benefits (total)
$18,372
Professional fundraising fees
$0
Program services (functional)
$39,445,524

Balance sheet and other

Total assets, start of year
$4,410,088
Total assets, end of year
$4,573,264
Total liabilities, end of year
$100,000
Net assets, end of year
$4,473,264
Gross receipts
$39,508,700
Employees
0
Year formed
1978
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Adam HamiltonPresident
Trustee or director, Officer
1$0$1,739,762$43,603
WD DowningDirector
Trustee or director
1$0$1,028,204$46,890
Beth Ann RaffertyV.P. Finance
Officer
3$0$623,828$43,560
Delia AguilarTreasurer
Officer
1$0$330,310$34,227
JD BatesDirector
Trustee or director
0.1$0$344,731$0
Bryl B BrockmanAsst. Treasurer
Officer
3$0$268,031$38,412
Jan L NewtonChair
Trustee or director
0.1$0$73,250$0
Milton B Lee IIDirector
Trustee or director
0.1$0$47,500$0
Philip D GreenDirector
Trustee or director
0.1$0$45,000$0
Philip J PfeifferDirector
Trustee or director
0.1$0$45,000$0
Kimberly LubelVice Chair
Trustee or director
0.1$0$45,000$0
Sam G DawsonDirector
Trustee or director
0.1$0$40,000$0
Wayne S AlexanderDirector
Trustee or director
0.1$0$40,000$0
Eugene L AmesDirector
Trustee or director
0.1$0$40,000$0
Esperanza Hope AndradeDirector
Trustee or director
0.1$0$40,000$0
4 more people on this return
NameTitleHours / weekCompensationFrom related orgs
Robert G NewmanDirector
Trustee or director
0.1$0$40,000
Ricardo RomoFormer Board Member0$0$20,000
Frost National BankInstl. Trustee
Institutional trustee
1$18,372$0
David S ZachryDirector
Trustee or director
0.1$0$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Adam HamiltonPresident
Trustee or director, Officer
1$0$1,661,889$56,831
WD DowningDirector
Trustee or director
1$0$1,020,498$58,956
B A RaffertyVP Finance
Officer
3$0$593,011$54,770
JD BatesDirector/Former Officer
Trustee or director
0.1$0$341,231$0
Delia AguilarTreasurer 05/3/2023-12/31/2023
Officer
1$0$283,098$40,333
Linda BoehmeTreasurer 1/1/2023-5/2/2023
Officer
1$0$259,151$43,211
Byrl B BrockmanAssistant Treasurer
Officer
3$0$228,777$57,549
Sam G DawsonChairman
Trustee or director
0.1$0$61,750$0
Jan L NewtonVice Chairman
Trustee or director
0.1$0$42,500$0
Phillip D GreenDirector
Trustee or director
0.1$0$41,000$0
Phillip J PfeifferDirector
Trustee or director
0.1$0$40,750$0
Milton B Lee IIDirector
Trustee or director
0.1$0$40,000$0
Wayne S AlexanderDirector
Trustee or director
0.1$0$39,000$0
Kimberly LubelDirector
Trustee or director
0.1$0$37,000$0
Eugene L AmesDirector
Trustee or director
0.1$0$36,000$0
Mary Ann RankinDirector
Trustee or director
0.1$0$36,000$0
Frost National BankInstitutional Trustee
Institutional trustee
1$17,713$0$0
Ricardo RomoDirector
Trustee or director
0.1$0$16,000$0
David S ZachryDirector
Trustee or director
0.1$0$0$0

Address and contacts

Address (IRS master file)
6220 CULEBRA RD, SAN ANTONIO, TX 78238-5166
Principal officer (990 for 2024)
Beth Ann Rafferty, 6220 Culebra Road, San Antonio, TX 782385166
Signed the 990
Beth Ann Rafferty, V.P. Finance
Phone
(210) 684-5111

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.

990 for the year ended December 31, 2024

Program accomplishments

  • Medical and dental benefits for approximately 3,000 members and their dependents.
    Expenses $39,445,524 · revenue $39,283,345

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
74-1966423
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1978
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,573,264
Income (IRS master file)
$39,508,700

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$39,508,700$39,445,524$4,573,264IRS
990December 2023$35,094,908$34,962,270$4,410,088XML
990December 2022$33,302,240$32,779,376$4,277,450IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1966423).

Questions about SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT

What is the EIN of SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT?
The employer identification number (EIN) of SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT is 74-1966423.
Is SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1978.
Are donations to SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT?
The 990 for the year ended December 31, 2024 names Beth Ann Rafferty.
Who are the officers and directors of SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT?
The 990 for the year ended December 31, 2024 lists 19 people; 1 received compensation from the organization.
How much revenue does SOUTHWEST RESEARCH INSTITUTE VOLUNTARY EES BENEFICIARY ASSOCIAT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $39,508,700, expenses of $39,445,524 and total assets of $4,573,264 at year end.

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