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.
Public Charity
Southwest Research Institute Voluntary Employees Beneficiary Association
Southwest Research Institute Voluntary Employees Beneficiary Association, of San Antonio, TX, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $39.5M in revenue, $39.4M in expenses, $4.6M in total assets.
EIN: 741966423
San Antonio, TX
Latest filing: 2024
Total Revenue$39.5M
Total Expenses$39.4M
Total Assets$4.6M
Grant Records0
Filing Years2019–2024
Where $100 goes at Southwest Research Institute Voluntary Employees Beneficiary Association
How Southwest Research Institute Voluntary Employees Beneficiary Association divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
Medical and dental benefits for approximately 3,000 members and their dependents
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
President
Adam Hamilton
V.P. Finance
Beth Ann Rafferty
Asst. Treasurer
Bryl B Brockman
Director
David S Zachry
Treasurer
Delia Aguilar
Director
Esperanza Hope Andrade
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $39.5M | $39.4M | $4.6M |
| 2023 | $35.1M | $35.0M | $4.4M |
| 2022 | $33.3M | $32.8M | $4.3M |
| 2020 | $26.2M | $25.9M | $3.5M |
| 2019 | $27.5M | $27.1M | $2.8M |
Between 2019 and 2024, reported annual revenue grew from $27.5M to $39.5M (+44%), with total assets most recently reported at $4.6M.
Interactive year-over-year charts and full filing details available with membership.