TOM SLICK MEMORIAL TRUST FOR SWRI

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

Adam Hamilton

Phone

2106845111

Tax Period

2023-09-30 to 2024-09-27

TOM SLICK MEMORIAL TRUST FOR SWRI, founded in 1972, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

The purpose of the Trust is to devote and apply the property of the Trust and the income derived therefrom exclusively for the scientific or educational purposes of the Southwest Research Institute within the State of Texas. See Schedule OThe Trust is organized and at all times hereafter shall be operated exclusively for the benefit of the Institute and the Trust shall be supervised in connection with the Institute.

Program Service Accomplishments

Program 1

Expenses: $152,760

Cash Distributed to Southwest Research Institute for scientific and educational purposes of the Institute. The Institute's mission is to benefit Government, Industry, and the Public through...

Cash Distributed to Southwest Research Institute for scientific and educational purposes of the Institute. The Institute's mission is to benefit Government, Industry, and the Public through innovative science & technology.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $162,347

TOTAL REVENUE $162,347

Expense Breakdown

Grants Paid $152,760

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,760

Other Expenses $9,587

TOTAL EXPENSES $162,347

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,347	$204,764	-0.2%
Expenses	$162,347	$204,764	-0.2%
Net Income	$0	$0	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$3,529,405

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adam Hamilton	Trustee	0.10	Director	$0	$56,831	$1,718,720
Walter D Downing Jr	Trustee	0.10	Director	$0	$58,956	$1,079,454
J Dan Bates	Trustee	0.10	Director	$0	$0	$341,231
David S Zachry	Trustee	0.10	Director	$0	$0	$0
Wayne S Alexander	Trustee	0.10	Director	$0	$0	$39,000
Eugene L Ames	Trustee	0.10	Director	$0	$0	$36,000
Milton B Lee II	Trustee	0.10	Director	$0	$0	$40,000
Phillip J Pfeiffer	Trustee	0.10	Director	$0	$0	$40,750
Mary Ann Rankin	Trustee (End 12/31/2023)	0.10	Director	$0	$0	$36,000
Ricardo Romo	Trustee (End 12/31/2023)	0.10	Director	$0	$0	$16,000
Sam G Dawson	Trustee	0.10	Director	$0	$0	$61,750
Phillip D Green	Trustee	0.10	Director	$0	$0	$41,000
Kimberly S Lubel	Trustee	0.10	Director	$0	$0	$37,000
Jan Newton	Trustee	0.10	Director	$0	$0	$42,500
Esperanza Andrade	Trustee (Begin 01/01/2024)	0.10	Director	$0	$0	$0
Robert G Newman	Trustee (Begin 01/01/2024)	0.10	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$162,347	$162,347	No data	No data
2023	$204,764	$204,764	No data	No data
2022	$346,954	$346,954	No data	No data
2021	$190,811	$190,811	No data	No data
2020	$139,324	$139,324	No data	No data
2019	$240,290	$240,290	No data	No data
2018	$268,298	$268,298	No data	No data