Nonprofit · EIN 75-0945939
SOUTHWESTERN MEDICAL FOUNDATION
Tax-exempt · DALLAS, TX 75219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $183,069,250 | $55,305,025 | $127,764,225 | $1,290,642,191 | $11,373,178 | $1,279,269,013 |
| December 31, 2023 | 990 | $72,790,697 | $51,850,614 | $20,940,083 | $1,199,963,212 | $11,269,527 | $1,188,693,685 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $57,558,864
- Program service revenue
- $0
- Investment income
- $120,709,255
- Royalties
- $864,390
- Net gain from sales of assets
- $109,978,564
- Net income from fundraising events
- -$108,138
- Other revenue
- $4,801,131
Expenses
- Grants and similar amounts paid
- $48,528,987
- Compensation of officers, directors and key employees
- $957,256
- Other salaries and wages
- $1,259,667
- Salaries, compensation and benefits (total)
- $2,599,684
- Professional fundraising fees
- $0
- Legal fees
- $189,829
- Accounting fees
- $150,178
- Occupancy
- $702,485
- Travel
- $1,299
- Depreciation
- $96,905
- Program services (functional)
- $49,875,774
- Management and general (functional)
- $3,569,084
- Fundraising (functional)
- $1,860,167
Balance sheet and other
- Total assets, start of year
- $1,199,963,212
- Total assets, end of year
- $1,290,642,191
- Total liabilities, end of year
- $11,373,178
- Net assets, end of year
- $1,279,269,013
- Land, buildings and equipment
- $1,183,520
- Publicly traded securities
- $513,762,007
- Net assets without donor restrictions
- $65,362,424
- Net assets with donor restrictions
- $1,213,906,589
- Gross unrelated business income
- $4,306,653
- Gross receipts
- $399,168,699
- Employees
- 17
- Volunteers
- 0
- Year formed
- 1939
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL MCMAHAN | PRESIDENT AND CEO Officer | 40 | $441,583 | $48,760 |
| SARAH FLETCHER | CHIEF FINANCIAL OFFICER Officer | 40 | $263,000 | $27,063 |
| TRAE HOLMES | SENIOR DIRECTOR OF ACCOUNT Highest-paid employee | 40 | $165,278 | $30,994 |
| STEPHANIE VIDIKAN | SENIOR DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $148,350 | $28,649 |
| EMILY DAVIS | CORPORATE SECRETARY Officer | 40 | $150,040 | $26,810 |
| BRITTANY LEBLING | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $136,062 | $16,168 |
| BLAKE EVANS | DIRECTOR OF DONOR RELATIONS Highest-paid employee | 40 | $110,920 | $23,030 |
| RAPHAEL FOSTER | SENIOR FINANCIAL ANALYST AND TREASURY MANAGER Highest-paid employee | 40 | $108,304 | $23,473 |
| JERE W THOMPSON JR | CHAIRMAN OF THE BOARD Trustee or director, Officer | 0.25 | $0 | $0 |
| CHERYL D ALSTON | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LIZ ARMSTRONG | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KIM J ASKEW | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KELVIN A BAGGETT MD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| RANDY BEST | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LUCY BILLINGSLEY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
80 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAN HART BLACK | TRUSTEE Trustee or director | 0.25 | $0 |
| RANDY BOWMAN | TRUSTEE Trustee or director | 0.25 | $0 |
| TUCKER S BRIDWELL | TRUSTEE Trustee or director | 0.25 | $0 |
| DAVID O BROWN | TRUSTEE Trustee or director | 0.25 | $0 |
| J ROBERT BROWN | TRUSTEE Trustee or director | 0.25 | $0 |
| SHONN BROWN | TRUSTEE Trustee or director | 0.25 | $0 |
| PETER D BRUNDAGE | TRUSTEE Trustee or director | 0.25 | $0 |
| LELAND R BURK | TRUSTEE Trustee or director | 0.25 | $0 |
| JENNIFER CHANDLER | TRUSTEE Trustee or director | 0.25 | $0 |
| PETE CHILLIAN | TRUSTEE Trustee or director | 0.25 | $0 |
| NITA P CLARK | TRUSTEE Trustee or director | 0.25 | $0 |
| DAVID R CORRIGAN | TRUSTEE Trustee or director | 0.25 | $0 |
| TIMOTHY P COSTELLO | TRUSTEE Trustee or director | 0.25 | $0 |
| KATHY CROW | TRUSTEE Trustee or director | 0.25 | $0 |
| LINDA PITTS CUSTARD | TRUSTEE Trustee or director | 0.25 | $0 |
| ROBERT H DEDMAN JR | TRUSTEE Trustee or director | 0.25 | $0 |
| LINDA P EVANS | TRUSTEE Trustee or director | 0.25 | $0 |
| CURT FARMER | TRUSTEE Trustee or director | 0.25 | $0 |
| HILL A FEINBERG | TRUSTEE Trustee or director | 0.25 | $0 |
| ANDERSEN C FISHER | TRUSTEE Trustee or director | 0.25 | $0 |
| CATE FORD | TRUSTEE Trustee or director | 0.25 | $0 |
| HOLLAND P GARY | TRUSTEE Trustee or director | 0.25 | $0 |
| MARK D GIBSON | TRUSTEE Trustee or director | 0.25 | $0 |
| MANDY GINSBERG | TRUSTEE Trustee or director | 0.25 | $0 |
| DAVID C HALEY | TRUSTEE Trustee or director | 0.25 | $0 |
| PILAR TABERNERO HENRY | TRUSTEE Trustee or director | 0.25 | $0 |
| KENNETH A HERSH | TRUSTEE Trustee or director | 0.25 | $0 |
| JOAN BUCHANAN HILL | TRUSTEE Trustee or director | 0.25 | $0 |
| JAMES R HUFFINES | TRUSTEE Trustee or director | 0.25 | $0 |
| KAY BAILEY HUTCHISON | TRUSTEE Trustee or director | 0.25 | $0 |
| JACOB JONES | TRUSTEE Trustee or director | 0.25 | $0 |
| ROD C JONES | TRUSTEE Trustee or director | 0.25 | $0 |
| BOB JORDAN | TRUSTEE Trustee or director | 0.25 | $0 |
| ROBERT W JORDAN | TRUSTEE Trustee or director | 0.25 | $0 |
| MICHAEL L KAHN | TRUSTEE Trustee or director | 0.25 | $0 |
| LINDA KAO | TRUSTEE Trustee or director | 0.25 | $0 |
| JAMES KEYES | TRUSTEE Trustee or director | 0.25 | $0 |
| IMRAN KHAN | TRUSTEE Trustee or director | 0.25 | $0 |
| CHRIS KLEINERT | TRUSTEE Trustee or director | 0.25 | $0 |
| CAREN KLINE | TRUSTEE Trustee or director | 0.25 | $0 |
| JOYCE LACERTE | TRUSTEE Trustee or director | 0.25 | $0 |
| MARK LANGDALE | TRUSTEE Trustee or director | 0.25 | $0 |
| TODD LEMKIN | TRUSTEE Trustee or director | 0.25 | $0 |
| JACK B LOWE JR | TRUSTEE Trustee or director | 0.25 | $0 |
| NANCY CAIN MARCUS PHD | TRUSTEE Trustee or director | 0.25 | $0 |
| CHARLES W MATTHEWS | TRUSTEE Trustee or director | 0.25 | $0 |
| AMY MCKNIGHT | TRUSTEE Trustee or director | 0.25 | $0 |
| DAVID B MILLER | TRUSTEE Trustee or director | 0.25 | $0 |
| SARAH K MILLER | TRUSTEE Trustee or director | 0.25 | $0 |
| KIT TENNISON MONCRIEF | TRUSTEE Trustee or director | 0.25 | $0 |
| CARTER MONTGOMERY | TRUSTEE Trustee or director | 0.25 | $0 |
| J RAY NIXON JR | TRUSTEE Trustee or director | 0.25 | $0 |
| ALFREDA B NORMAN | TRUSTEE Trustee or director | 0.25 | $0 |
| LYDIA H NOVAKOV | TRUSTEE Trustee or director | 0.25 | $0 |
| CONNIE O'NEILL | TRUSTEE Trustee or director | 0.25 | $0 |
| MARSHALL PAYNE | TRUSTEE Trustee or director | 0.25 | $0 |
| JEANNE L PHILLIPS | TRUSTEE Trustee or director | 0.25 | $0 |
| DANIEL K PODOLSKY MD | TRUSTEE Trustee or director | 0.25 | $0 |
| MATTHEW S RAMSEY | TRUSTEE Trustee or director | 0.25 | $0 |
| KATIE H ROBBINS | TRUSTEE Trustee or director | 0.25 | $0 |
| CATHERINE M ROSE | TRUSTEE Trustee or director | 0.25 | $0 |
| DANIEL G ROUTMAN | TRUSTEE Trustee or director | 0.25 | $0 |
| ROBERT B ROWLING | TRUSTEE Trustee or director | 0.25 | $0 |
| BRIAN SCHULTZ | TRUSTEE Trustee or director | 0.25 | $0 |
| JENNIFER SCRIPPS | TRUSTEE Trustee or director | 0.25 | $0 |
| DAVID T SEATON | TRUSTEE Trustee or director | 0.25 | $0 |
| NICOLE G SMALL | TRUSTEE Trustee or director | 0.25 | $0 |
| BONNIE BASS SMITH | TRUSTEE Trustee or director | 0.25 | $0 |
| JERRY V SMITH | TRUSTEE Trustee or director | 0.25 | $0 |
| MARVIN J STONE MD | TRUSTEE Trustee or director | 0.25 | $0 |
| SAM L SUSSER | TRUSTEE Trustee or director | 0.25 | $0 |
| CHARMAINE TANG | TRUSTEE Trustee or director | 0.25 | $0 |
| MCHENRY T TICHENOR JR | TRUSTEE Trustee or director | 0.25 | $0 |
| KIP TINDELL | TRUSTEE Trustee or director | 0.25 | $0 |
| MARGARET VONDER HOYA | TRUSTEE Trustee or director | 0.25 | $0 |
| TODD WILLIAMS | TRUSTEE Trustee or director | 0.25 | $0 |
| DENNIS WONG | TRUSTEE Trustee or director | 0.25 | $0 |
| KATHLEEN J WU | TRUSTEE Trustee or director | 0.25 | $0 |
| MARK ZALE | TRUSTEE Trustee or director | 0.25 | $0 |
| DAWN ZIERK | TRUSTEE Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 97 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN GIBSON | PRESIDENT AND CEO - PARTIAL YEAR Trustee or director, Officer | 40 | $696,312 | $9,020 |
| MICHAEL MCMAHAN | PRESIDENT AND CEO - PARTIAL YEAR Trustee or director, Officer | 40 | $316,811 | $23,416 |
| KAY SCHLANKEY | SR VICE PRESIDENT & CFO Officer | 40 | $273,713 | $28,897 |
| TRAE HOLMES | SENIOR DIRECTOR OF ACCOUNTING Highest-paid employee | 40 | $148,593 | $25,199 |
| STEPHANIE VIDIKAN | DIRECTOR OF PROJECT MANAGE Highest-paid employee | 40 | $133,517 | $24,961 |
| BRITTANY LEBLING | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $130,535 | $18,308 |
| EMILY DAVIS | CORPORATE SECRETARY Officer | 40 | $122,869 | $21,998 |
| REPHAEL FOSTER | SENIOR FINANCIAL ANALYST & TREASURY MANAGER Highest-paid employee | 40 | $100,275 | $21,695 |
| SARAH FLETCHER | CHIEF FINANCIAL OFFICER Officer | 40 | $21,667 | $0 |
| JERE W THOMPSON JR | CHAIRMAN OF THE BOARD Trustee or director, Officer | 0.25 | $0 | $0 |
| CHERYL D ALSTON | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CHARLES ANDERSON | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KIM J ASKEW | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KELVIN A BAGGETT MD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| RANDY BEST | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LUCY BILLINGSLEY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JAN HART BLACK | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| RANDY BOWMAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| TUCKER S BRIDWELL | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DAVID O BROWN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| J ROBERT BROWN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| SHONN BROWN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| PETER D BRUNDAGE | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LELAND R BURK | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| PETE CHILLIAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| NITA P CLARK | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DAVID R CORRIGAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| TIMOTHY P COSTELLO | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LINDA PITTS CUSTARD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| ROBERT H DEDMAN JR | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LINDA P EVANS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| HILL A FEINBERG | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| ANDERSEN C FISHER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| RICHARD W FISHER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CATE FORD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| HOLLAND P GARY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MARK D GIBSON | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| NANCY S HALBREICH | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DAVID C HALEY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| PILAR TABERNERO HENRY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KENNETH A HERSH | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JOAN BUCHANAN HILL | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| J HALE HOAK | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| RICHARD E HOFFMAN MD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JAMES R HUFFINES | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| ROD C JONES | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| BOB JORDAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| AMB ROBERT W JORDAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MICHAEL L KAHN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LINDA KAO | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| GARY C KELLY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JAMES KEYES | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| IMRAN KHAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CHRIS KLEINERT | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JOYCE LACERTE | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MARK LANGDALE | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| SAMUEL D LOUGHLIN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JACK B LOWE JR | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| S TODD MACLIN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| NANCY CAIN MARCUS PHD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CHARLES W MATTHEWS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| AMY MCKNIGHT | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DAVID B MILLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| SARAH K MILLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KIT TENNISON MONCRIEF | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CARTER MONTGOMERY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| J RAY NIXON JR | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| ALFREDA B NORMAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LYDIA H NOVAKOV | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CONNIE O'NEILL | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MARSHALL PAYNE | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JEANNE L PHILLIPS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DANIEL K PODOLSKY MD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| RICHARD R POLLOCK | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MATTHEW S RAMSEY | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KATIE H ROBBINS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CATHERINE M ROSE | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DANIEL G ROUTMAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| ROBERT B ROWLING | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| STEVEN S SCHIFF | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| BRIAN SCHULTZ | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JENNIFER SCRIPPS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DAVID T SEATON | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| NICOLE G SMALL | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| BONNIE BASS SMITH | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| JERRY V SMITH | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MARVIN J STONE MD | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| SAM L SUSSER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MCHENRY T TICHENOR JR | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KIP TINDELL | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| LISA TROUTT | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MARGARET VONDER HOYA | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KELCY L WARREN | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| TODD WILLIAMS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KATHLEEN J WU | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MARK ZALE | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| DAWN ZIERK | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3889 MAPLE AVE STE 100, DALLAS, TX 75219-3914
- In care of
- % SOUT
- Principal officer (990 for 2024)
- MICHAEL MCMAHAN, 3889 MAPLE AVENUE 100, DALLAS, TX 75219
- Signed the 990
- MICHAEL MCMAHAN, PRESIDENT
- Phone
- (214) 351-6143
- Website
- WWW.SWMEDICAL.ORG
- Return prepared by
- WHITLEY PENN LLP
Mission
SOUTHWESTERN MEDICAL FOUNDATION (THE "FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NON-PROFIT CORPORATION, COMMITTED TO THE DEVELOPMENT AND IMPROVEMENT OF MEDICAL EDUCATION, MEDICAL RESEARCH AND PATIENT CARE IN THE NORTH TEXAS COMMUNITY AND THROUGHOUT THE WORLD. IN 1943, THE FOUNDATION ESTABLISHED SOUTHWESTERN MEDICAL COLLEGE, NOW KNOWN AS THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER (THE "CENTER"). THE FOUNDATION CONTINUES TO RAISE AND MANAGE PRIVATE PHILANTHROPIC DOLLARS PRIMARILY FOR CONTINUED SUPPORT OF THE CENTER THROUGH GRANTS AND SCHOLARSHIPS.
Program accomplishments
- SOUTHWESTERN MEDICAL FOUNDATION ("FOUNDATION") WAS ORGANIZED IN 1939 AS A TEXAS NONPROFIT CORPORATION. THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AS A CHARITABLE ORGANIZATION.PROGRAMS SUPPORTED BY THE FOUNDATION ARE PRIMARILY BENEFITTING UT SOUTHWESTERN MEDICAL CENTER AS A LEADING BIOMEDICAL INSTITUTION IN EDUCATION, RESEARCH AND PATIENT CARE, AND ITS PRINCIPAL AFFILIATED INSTITUTIONS. THE FOUNDATION ALSO PROVIDES SUPPORT TO OTHER EXEMPT CIVIC AND MEDICAL ORGANIZATIONS, AND PROVIDES SCHOLARSHIP AWARDS TO MEDICAL STUDENTS AND OTHER HEALTH CARE PROVIDERS. THE FOUNDATION SPONSORS INFORMATIONAL LECTURES THAT FEATURE EXPERT SPEAKERS IN VARIOUS FIELDS. THE FOUNDATION EARNS NO INCOME FROM THESE LECTURES.Expenses $49,875,774 · grants $48,528,987
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-0945939
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1940
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $1,290,642,191
- Income (IRS master file)
- $399,168,699
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $183,069,250 | $55,305,025 | $1,290,642,191 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $72,790,697 | $51,850,614 | $1,199,963,212 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $79,182,549 | $81,194,379 | $1,123,003,167 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 75-0945939).
Questions about SOUTHWESTERN MEDICAL FOUNDATION
- What is the EIN of SOUTHWESTERN MEDICAL FOUNDATION?
- The employer identification number (EIN) of SOUTHWESTERN MEDICAL FOUNDATION is 75-0945939.
- Is SOUTHWESTERN MEDICAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
- Are donations to SOUTHWESTERN MEDICAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN MEDICAL FOUNDATION 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 SOUTHWESTERN MEDICAL FOUNDATION 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 SOUTHWESTERN MEDICAL FOUNDATION 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 SOUTHWESTERN MEDICAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names MICHAEL MCMAHAN.
- Who are the officers and directors of SOUTHWESTERN MEDICAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 95 people; 8 received compensation from the organization, the highest $441,583 (MICHAEL MCMAHAN, PRESIDENT AND CEO).
- How much revenue does SOUTHWESTERN MEDICAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $183,069,250, expenses of $55,305,025 and total assets of $1,290,642,191 at year end.
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- HOCKADAY SCHOOL EIN 75-0800650 · last filed 990 for 2025
- THE GEORGE W BUSH FOUNDATION EIN 20-4119317 · last filed 990 for 2024