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Southwest Research Institute

  • San Antonio, TX
  • Tax-exempt since March 2006
  • EIN: 74-1070544

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Science and Technology Research Institutes, Services N.E.C. (NTEE)

Donations to this organization are tax deductible.

Details

According to its Sept. 2023 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$856M (2023)

Expenses
$812M (2023)

Total Assets
$1.02B (2023)

Total Liabilities
$256M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$855,635,746
Expenses
$811,796,809
Net Income
$43,838,937
Net Assets
$764,707,026
Notable Sources of Revenue Percent of Total Revenue
Contributions $244,879
0.0%
Program Services $844,279,718
98.7%
Investment Income $10,462,376
1.2%
Bond Proceeds $0
Royalties $427,619
0.0%
Rental Property Income $147,494
0.0%
Net Fundraising $0
Sales of Assets $73,660
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,549,125
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $316,441,912
39.0%
Assets/Debt
Total Assets $1,020,250,704
Total Liabilities $255,543,678
Net Assets $764,707,026
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President And Ceo) $1,648,848 $0 $52,903
Walter D Downing Jr (Exec. Vice Pres. And Coo) $988,403 $0 $54,707
James L Burch (Vice President) $730,139 $0 $53,746
Beth Ann Rafferty (Cfo And Secretary) $574,117 $0 $51,294
Sol A Stern (Associate Vice President) $555,071 $0 $54,903
C Nils Smith (Vice President) $508,116 $0 $60,422
Scott J Bolton (Associate Vice President) $492,643 $0 $64,668
Robin Canup (Assistant Vice President) $481,210 $0 $59,833
Steven D Marty (Vice President) $477,775 $0 $54,253
Steven W Dellenback (Vice President) $459,293 $0 $55,554
Daniel W Stewart (Vice President) $452,526 $0 $60,350
Stephan A Fuselier (Executive Director) $441,549 $0 $32,993
Monica R Trollinger (General Counsel) $419,911 $0 $62,501
Michael K Mc Lelland (Vice President) $399,663 $0 $53,151
Brian J Schimmoller (President Signature Science) $381,905 $0 $19,004
Harold F Levinson (Program Director) $372,936 $0 $62,585
Michael Mac Naughton (Former Vice President Ret. 9/30/22) $369,095 $0 $27,639
Anthony Magaro (Vice President) $368,098 $0 $55,371
Paul Easley (Vice President) $350,515 $0 $51,271
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.) $341,231 $0 $0
Jim R Keys (Vice President) $306,637 $0 $42,374
Ben H Thacker (Vice President) $304,719 $0 $53,237
Linda Boehme (Treasurer) $290,497 $0 $50,168
Delia Aguilar (Treasurer) $266,074 $0 $37,168
Joe A Mc Donough (Vice President) $231,237 $0 $54,722
See filing for compensation of 15 other people →
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990
Filed on Aug. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$800,924,085
Expenses
$762,558,422
Net Income
$38,365,663
Net Assets
$708,232,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $414,259
0.1%
Program Services $797,848,446
99.6%
Investment Income $2,212,091
0.3%
Bond Proceeds $0
Royalties $177,551
0.0%
Rental Property Income $227,270
0.0%
Net Fundraising $0
Sales of Assets $44,468
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,508,700
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $293,911,757
38.5%
Assets/Debt
Total Assets $937,978,813
Total Liabilities $229,746,522
Net Assets $708,232,291
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President And Ceo) $1,366,648 $0 $56,391
Walter D Downing Jr (Exec. Vice Pres. And Coo) $995,339 $0 $52,281
James L Burch (Vice President) $712,274 $0 $58,154
Beth Ann Rafferty (Cfo And Secretary) $520,082 $0 $48,052
Sol A Stern (Associate Vice President) $518,056 $0 $54,032
William M Thompson (President Signature Science) $489,591 $0 $29,981
Mary Massey (Vice President) $476,744 $0 $42,964
C Nils Smith (Vice President) $467,899 $0 $57,660
Scott J Bolton (Associate Vice President) $466,018 $0 $63,026
Steven D Marty (Vice President) $448,929 $0 $52,018
Robin Mihran (Assistant Vice President) $443,945 $0 $57,166
Michael A Re (Director Signature Science) $442,342 $0 $32,359
Steven W Dellenback (Vice President) $426,956 $0 $53,046
Danny M Deffenbaugh (Former V.P. Eff. Sept 2021) $395,994 $0 $43,140
Michael Mac Naughton (Vice President) $380,470 $0 $43,946
Monica R Trollinger (General Counsel) $377,062 $0 $59,774
Daniel W Stewart (Vice President) $359,579 $0 $57,591
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.) $342,481 $0 $0
Paul Easley (Vice President) $336,361 $0 $48,740
Anthony Magaro (Vice President) $329,118 $0 $51,759
Kenneth H Bennett Jr (Vice President) $308,087 $0 $31,221
Wesley C Patrick (Former V.P. Eff. Feb.2017) $305,515 $0 $52,159
Jim R Keys (Vice President) $282,735 $0 $39,332
Linda Boehme (Treasurer) $275,276 $0 $47,290
Ben H Thacker (Vice President) $255,938 $0 $47,025
See filing for compensation of 12 other people →
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990
Filed on Aug. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$748,313,333
Expenses
$697,628,143
Net Income
$50,685,190
Net Assets
$681,426,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $233,021
0.0%
Program Services $726,300,444
97.1%
Investment Income $21,462,811
2.9%
Bond Proceeds $0
Royalties $177,547
0.0%
Rental Property Income $139,510
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,126,264
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $279,769,297
40.1%
Assets/Debt
Total Assets $894,584,988
Total Liabilities $213,158,979
Net Assets $681,426,009
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President And Ceo) $1,253,141 $0 $58,632
Walter D Downing Jr (Exec. Vice Pres. And Coo) $888,379 $0 $51,650
James L Burch (Vice President) $643,545 $0 $55,287
Beth Ann Rafferty (Cfo And Secretary) $506,711 $0 $48,205
Sol A Stern (Associate Vice President) $498,183 $0 $59,483
Steven D Marty (Vice President) $469,292 $0 $50,934
Scott J Bolton (Associate Vice President) $452,570 $0 $59,745
William M Thompson (President Signature Science) $450,374 $0 $29,656
Mary Massey (Vice President) $448,487 $0 $46,460
Danny M Deffenbaugh (Vice President) $439,083 $0 $48,570
Michael A Regester (Vice President Signature Science) $436,089 $0 $26,459
Daniel W Stewart (Vice President) $432,136 $0 $56,828
C Nils Smith (Vice President) $425,223 $0 $56,917
Robin Mihran (Assistant Vice President) $418,704 $0 $55,392
Steven W Dellenback (Vice President) $399,176 $0 $52,536
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.) $370,911 $0 $0
Michael Mac Naughton (Vice President) $359,515 $0 $31,951
Paul Easley (Vice President) $311,513 $0 $47,586
Monica R Trollinger (General Counsel) $294,728 $0 $56,493
Wesley C Patrick (Former V.P. Eff. Feb.2017) $294,684 $0 $51,477
Kenneth H Bennett Jr (Vice President) $285,033 $0 $28,987
Anthony Magaro (Vice President) $270,377 $0 $46,514
Linda Boehme (Treasurer) $267,197 $0 $44,872
Wayne S Alexander (Chairman) $69,250 $0 $0
John C Korbell (Director) $44,750 $0 $0
See filing for compensation of 10 other people →
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990
Filed on Aug. 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$706,134,413
Expenses
$660,523,194
Net Income
$45,611,219
Net Assets
$628,889,441
Notable Sources of Revenue Percent of Total Revenue
Contributions $194,590
0.0%
Program Services $696,215,996
98.6%
Investment Income $9,030,556
1.3%
Bond Proceeds $0
Royalties $576,587
0.1%
Rental Property Income $116,684
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,538,200
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $270,637,382
41.0%
Assets/Debt
Total Assets $820,589,755
Total Liabilities $191,700,314
Net Assets $628,889,441
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President And Ceo) $1,175,392 $0 $56,372
Walter D Downing Jr (Exec. Vice Pres. And Coo) $859,951 $0 $49,894
James L Burch (Vice President) $629,585 $0 $54,787
Beth Ann Rafferty (Cfo And Secretary) $493,537 $0 $46,667
Sol A Stern (Associate Vice President) $479,504 $0 $62,667
Steven D Marty (Vice President) $440,185 $0 $49,411
Scott J Bolton (Associate Vice President) $438,218 $0 $56,080
William M Thompson (President Signature Scienc) $430,395 $0 $25,472
Danny M Deffenbaugh (Vice President) $423,420 $0 $46,604
Mary Massey (Vice President) $410,283 $0 $44,538
Daniel W Stewart (Vice President) $408,385 $0 $54,518
C Nils Smith (Vice President) $407,324 $0 $54,608
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.) $405,533 $0 $0
Robin Mihran (Assistant Vice President) $391,184 $0 $54,053
Steven W Dellenback (Vice President) $383,658 $0 $50,757
Stephan A Fuselier (Executive Director) $380,409 $0 $30,451
Michael Mac Naughton (Vice President) $348,839 $0 $31,453
Paul Easley (Vice President) $303,125 $0 $45,509
Monica R Trollinger (General Counsel) $292,673 $0 $52,958
Wesley C Patrick (Former V.P. Eff. Feb.2017) $287,020 $0 $47,300
Kenneth H Bennett Jr (Vice President) $284,213 $0 $30,283
Linda Boehme (Treasurer) $249,241 $0 $42,423
Anthony Magaro (Vice President) $222,221 $0 $43,747
Milton B Lee Ii (Director) $35,500 $0 $0
John C Korbell (Director) $34,500 $0 $0
See filing for compensation of 11 other people →
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990
Filed on Aug. 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$685,545,163
Expenses
$644,457,235
Net Income
$41,087,928
Net Assets
$591,480,511
Notable Sources of Revenue Percent of Total Revenue
Contributions $575,375
0.1%
Program Services $677,831,360
98.9%
Investment Income $6,850,749
1.0%
Bond Proceeds $0
Royalties $212,059
0.0%
Rental Property Income $75,620
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,920,362
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $247,699,063
38.4%
Assets/Debt
Total Assets $761,804,112
Total Liabilities $170,323,601
Net Assets $591,480,511
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President) $883,356 $0 $55,202
Walter D Downing Jr (Executive Vice Pres.) $673,574 $0 $48,892
James L Burch (Vice President) $557,017 $0 $53,834
William M Thompson (President Signature Science) $431,073 $0 $30,735
Scott J Bolton (Associate Vice President) $424,916 $0 $55,541
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.) $406,058 $0 $0
Sol A Stern (Associate Vice President) $382,889 $0 $59,677
Beth Ann Rafferty (Chief Financial Officer) $379,582 $0 $46,182
Stephan A Fuselier (Executive Director) $365,910 $0 $29,986
Steven D Marty (Vice President) $358,202 $0 $48,246
Danny M Deffenbaugh (Vice President) $355,926 $0 $40,838
Daniel W Stewart (Vice President) $340,462 $0 $53,332
C Nils Smith (Vice President) $339,695 $0 $53,331
Mary Massey (Vice President) $338,929 $0 $43,992
Robin Mihran (Assistant Vice President) $335,962 $0 $57,678
Michael Mac Naughton (Vice President) $313,055 $0 $30,967
Steven W Dellenback (Vice President) $307,410 $0 $54,552
Wesley C Patrick (Former V.P. (Eff. Feb. 2017)) $279,567 $0 $46,931
Paul Easley (Vice President) $256,344 $0 $44,338
Kenneth H Bennett Jr (Vice President) $241,960 $0 $29,348
Linda Boehme (Treasurer) $209,894 $0 $41,038
Anthony Magaro (Vice President (Eff. Dec. 2018)) $205,590 $0 $41,402
Monica R Trollinger (General Counsel) $187,360 $0 $46,516
Milton B Lee Ii (Director) $36,500 $0 $0
Ricardo Romo (Director) $32,000 $0 $0
See filing for compensation of 11 other people →
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990
Filed on Aug. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$591,154,625
Expenses
$561,010,323
Net Income
$30,144,302
Net Assets
$557,983,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $260,176
0.0%
Program Services $587,141,075
99.3%
Investment Income $3,240,812
0.5%
Bond Proceeds $0
Royalties $449,578
0.1%
Rental Property Income $62,984
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,766,671
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $227,721,972
40.6%
Assets/Debt
Total Assets $720,619,580
Total Liabilities $162,636,266
Net Assets $557,983,314
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President) $922,617 $0 $55,962
Walter D Downing Jr (Executive Vice Pres.) $705,849 $0 $48,552
James L Burch (Vice President) $551,746 $0 $52,389
Scott J Bolton (Associate Vice President) $412,679 $0 $44,333
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.) $407,742 $0 $0
John W Mc Leod (V.P. & Gen. Counsel (Ret. Feb 2018)) $381,767 $0 $49,926
Danny M Deffenbaugh (Vice President) $380,789 $0 $36,821
Sol A Stern (Associate Vice President) $376,557 $0 $58,480
Beth Ann Rafferty (Chief Financial Officer) $373,904 $0 $45,777
Stephan A Fuselier (Executive Director) $355,265 $0 $29,751
Steven D Marty (Vice President) $346,566 $0 $48,755
Michael E Regester (V.P.Administration Signatu) $344,002 $0 $35,213
William M Thompson (President Signature Scienc) $337,035 $0 $44,315
Mary Massey (Vice President) $328,328 $0 $43,504
Michael Mac Naughton (Vice President) $313,689 $0 $30,441
C Nils Smith (Vice President) $303,905 $0 $53,937
Wesley C Patrick (Former Vice President (Eff. Feb 2017)) $297,954 $0 $47,037
Daniel W Stewart (Vice President) $294,626 $0 $53,940
Steven W Dellenback (Vice President) $288,350 $0 $58,449
Paul Easley (Vice President) $255,823 $0 $45,846
Kenneth H Bennett Jr (Vice President) $243,050 $0 $28,282
Linda Boehme (Treasurer) $210,467 $0 $41,451
Monica R Trollinger (General Counsel (Eff. Feb 2018)) $144,640 $0 $43,133
Milton B Lee Ii (Chairman) $55,750 $0 $0
Roger R Hemminghaus (Director) $36,000 $0 $0
See filing for compensation of 8 other people →
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990
Filed on Aug. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$537,518,663
Expenses
$540,523,084
Net Income
-$3,004,421
Net Assets
$519,574,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $285,729
0.1%
Program Services $534,794,304
99.5%
Investment Income $2,058,886
0.4%
Bond Proceeds $0
Royalties $320,156
0.1%
Rental Property Income $59,588
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,670,701
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $219,845,692
40.7%
Assets/Debt
Total Assets $665,862,060
Total Liabilities $146,287,345
Net Assets $519,574,715
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President) $936,755 $0 $55,432
Walter D Downing Jr (Executive Vice Pres.) $773,291 $0 $47,558
James L Burch (Vice President) $583,178 $0 $50,140
Michael Mac Naughton (Vice President) $483,742 $0 $30,130
Wesley C Patrick (Vice President) $455,015 $0 $46,176
John W Mc Leod (V.P. & General Counsel) $411,598 $0 $48,879
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.) $408,400 $0 $0
Scott J Bolton (Associate Vice President) $406,791 $0 $43,473
Beth Ann Rafferty (Chief Financial Officer) $405,685 $0 $45,178
Danny M Deffenbaugh (Vice President) $389,810 $0 $36,172
William M Thompson (President Signature Scienc) $384,999 $0 $30,852
Sol A Stern (Associate Vice President) $368,437 $0 $56,990
Mary Massey (Vice President) $353,222 $0 $39,381
Stephan A Fuselier (Executive Director) $351,742 $0 $29,557
Steven D Marty (Vice President) $349,032 $0 $47,696
Michael E Regester (V.P.Administration Signatu) $339,294 $0 $24,495
C Nils Smith (Vice President) $320,007 $0 $52,712
Daniel W Stewart (Vice President) $314,209 $0 $52,723
Paul Easley (Vice President) $277,163 $0 $44,575
Steven W Dellenback (Vice President) $272,516 $0 $57,124
Kenneth H Bennett Jr (Vice President) $248,245 $0 $50,940
Linda Boehme (Treasurer) $229,099 $0 $41,237
Susan B Crumrine (Vice President Ret. April 2016) $208,180 $0 $16,816
Milton B Lee Ii (Chairman) $60,250 $0 $0
Roger R Hemminghaus (Director) $37,000 $0 $0
See filing for compensation of 8 other people →
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990
Filed on Aug. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$571,886,928
Expenses
$570,069,462
Net Income
$1,817,466
Net Assets
$507,930,088
Notable Sources of Revenue Percent of Total Revenue
Contributions $247,725
0.0%
Program Services $569,749,564
99.6%
Investment Income $1,371,235
0.2%
Bond Proceeds $0
Royalties $462,949
0.1%
Rental Property Income $55,455
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,402,940
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $227,498,027
39.9%
Assets/Debt
Total Assets $674,813,781
Total Liabilities $166,883,693
Net Assets $507,930,088
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Adam Hamilton (President) $817,179 $0 $53,556
Walter D Downing Jr (Executive Vice Pres.) $711,923 $0 $48,902
James L Burch (Vice President) $566,922 $0 $49,370
Michael Mac Naughton (Vice President) $457,675 $0 $30,065
Wesley C Patrick (Vice President) $428,762 $0 $45,254
William M Thompson (President Signature Science) $424,447 $0 $30,299
John W Mc Leod (V.P. & General Counsel) $394,347 $0 $48,107
Scott J Bolton (Associate Vice President) $386,898 $0 $42,602
Beth Ann Rafferty (Chief Financial Officer) $385,403 $0 $44,087
David J Mc Comas (Asst. Vice President) $381,006 $0 $54,392
Michael E Regester (V.P.Administration Signature Science) $376,128 $0 $11,603
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret. Sept 2014) $375,354 $0 $0
Danny M Deffenbaugh (Vice President) $355,580 $0 $35,952
Sol A Stern (Associate Vice President) $349,213 $0 $55,506
Mary Massey (Vice President) $343,240 $0 $38,666
Susan B Crumrine (Vice President Ret. April 2016) $337,052 $0 $50,865
C Nils Smith (Vice President) $303,059 $0 $51,273
Steven D Marty (Vice President) $300,341 $0 $46,870
Paul Easley (Vice President) $271,664 $0 $44,448
Daniel W Stewart (Vice President) $260,578 $0 $51,167
Steven W Dellenback (Vice President) $245,186 $0 $54,141
Kenneth H Bennett Jr (Vice President) $245,119 $0 $49,843
Linda Boehme (Treasurer) $218,699 $0 $39,362
Bruce B Bykowski Ret May 2015 (Former Vice President) $209,182 $0 $21,269
Ricardo Romo (Director) $63,250 $0 $0
See filing for compensation of 9 other people →
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Document Links

990
Filed on Aug. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$602,085,449
Expenses
$574,714,984
Net Income
$27,370,465
Net Assets
$503,506,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $423,449
0.1%
Program Services $600,331,270
99.7%
Investment Income $1,166,753
0.2%
Bond Proceeds $0
Royalties $81,575
0.0%
Rental Property Income $82,402
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,993,091
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $219,485,636
38.2%
Assets/Debt
Total Assets $673,835,352
Total Liabilities $170,328,925
Net Assets $503,506,427
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Dan Bates See Sch J Part Iii (Director/Former Pres Ret.9 25 14) $5,726,741 $0 $39,061
Walter D Downing Jr (Executive Vice Pres.) $715,174 $0 $45,754
James L Burch (Vice President) $564,383 $0 $47,794
Michael Mac Naughton (Vice President) $466,221 $0 $29,428
Wesley C Patrick (Vice President) $434,480 $0 $43,152
John W Mc Leod (V.P. & General Counsel) $400,879 $0 $48,224
Beth Ann Rafferty (Chief Financial Officer) $381,486 $0 $52,932
Scott J Bolton (Associate Vice President) $372,302 $0 $55,582
David J Mc Comas (Asst. Vice President) $368,818 $0 $57,727
Danny M Deffenbaugh (Vice President) $352,163 $0 $44,195
Sol A Stern (Associate Vice President) $344,150 $0 $54,150
Susan B Crumrine (Vice President) $342,442 $0 $51,465
Bruce B Bykowski Ret May 2015 (Vice President) $335,906 $0 $48,034
Mary Massey (Vice President) $321,985 $0 $36,983
Steven D Marty (Vice President) $309,008 $0 $44,255
Stephen A Fuselier (Director) $300,698 $0 $29,549
Richard D Somers Ret Sept 2014 (Former Vice President) $300,467 $0 $40,579
C Nils Smith (Vice President) $286,874 $0 $53,936
Jack H Waite Jr (Program Director) $284,516 $0 $46,957
Paul Easley (Vice President) $251,091 $0 $47,963
Daniel W Stewart (Vice President) $238,678 $0 $48,805
Adam Hamilton (President) $222,498 $347,357 $43,666
Kenneth H Bennett Jr (Vice President) $212,480 $0 $52,011
Linda Boehme (Treasurer) $208,823 $0 $35,377
Ricardo Romo (Vice Chairman) $64,000 $0 $0
See filing for compensation of 10 other people →
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Document Links

990
Filed on Aug. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$529,032,410
Expenses
$526,433,701
Net Income
$2,598,709
Net Assets
$487,712,960
Notable Sources of Revenue Percent of Total Revenue
Contributions $926,776
0.2%
Program Services $526,628,215
99.5%
Investment Income $0
Bond Proceeds $1,034,679
0.2%
Royalties $363,051
0.1%
Rental Property Income $79,689
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,842,189
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $205,694,522
39.1%
Assets/Debt
Total Assets $651,171,673
Total Liabilities $163,458,713
Net Assets $487,712,960
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Dan Bates (President) $1,147,634 $0 $134,864
Walter D Downing Jr (Executive Vice President) $692,022 $0 $44,463
James L Burch (Vice President) $536,874 $0 $45,522
Michael Mac Naughton (Vice President) $459,866 $0 $28,784
Wesley C Patrick (Vice President) $431,392 $0 $41,953
Richard D Somers (Vice President) $417,099 $0 $50,827
John W Mc Leod (V.P. & General Counsel) $388,928 $0 $45,963
Sol A Stern (Associate Vice President) $370,522 $0 $52,435
Beth Ann Rafferty (Chief Financial Officer) $362,779 $0 $51,268
David J Mc Comas (Asst. Vice President) $346,330 $0 $54,102
Scott J Bolton (Associate Vice President) $345,145 $0 $51,887
Danny M Deffenbaugh (Vice President) $336,546 $0 $41,882
Edward D Moore (Vice President) $331,696 $0 $42,053
Susan B Crumrine (Vice President) $329,247 $0 $49,756
Bruce B Bykowski (Vice President) $323,649 $0 $45,739
Steven D Marty (Vice President) $281,743 $0 $42,466
Mary Massey (Vice President) $273,949 $0 $35,505
Robert P Griffith Jr (Vice President) $271,829 $0 $26,934
C Nils Smith (Vice President) $252,389 $0 $49,556
Bob Keys (Vice President) $240,711 $0 $14,574
Katharine C Golas (Vice President) $233,304 $0 $2,069
Paul Easley (Vice President) $217,482 $0 $44,728
Linda Boehme (Treasurer) $176,280 $0 $32,850
Amos E Holt (Vice President) $104,434 $0 $4,014
Phillip J Pfeiffer (Chairman) $48,250 $0 $0
See filing for compensation of 14 other people →
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Document Links

990
Filed on Aug. 17, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$569,638,595
Expenses
$539,737,499
Net Income
$29,901,096
Net Assets
$482,407,923
Notable Sources of Revenue Percent of Total Revenue
Contributions $802,062
0.1%
Program Services $567,957,802
99.7%
Investment Income $442,625
0.1%
Bond Proceeds $0
Royalties $360,830
0.1%
Rental Property Income $75,276
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,269,349
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $644,855,953
Total Liabilities $162,448,030
Net Assets $482,407,923

Document Links

990
Filed on Sept. 23, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$564,219,077
Expenses
$534,722,111
Net Income
$29,496,966
Net Assets
$439,116,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,031,183
0.2%
Program Services $562,155,682
99.6%
Investment Income $365,978
0.1%
Bond Proceeds $0
Royalties $575,527
0.1%
Rental Property Income $90,707
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,075,403
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $70,932,025
13.3%
Assets/Debt
Total Assets $608,230,482
Total Liabilities $169,113,513
Net Assets $439,116,969

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$565,183,545
Expenses
$536,080,286
Net Income
$29,103,259
Net Assets
$405,778,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $961,058
0.2%
Program Services $563,701,150
99.7%
Investment Income $381,195
0.1%
Bond Proceeds $0
Royalties $39,584
0.0%
Rental Property Income $100,558
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,257,143
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $66,951,085
12.5%
Assets/Debt
Total Assets $570,931,317
Total Liabilities $165,152,790
Net Assets $405,778,527

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated