TOM SLICK MEMORIAL TRUST FOR SWRI

EIN: 237225476 501(c)(3)

San Antonio, TX

Total Revenue
$162,347
Total Expenses
$162,347
Total Assets
N/A
Net Assets
N/A
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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
TX
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

Support for Southwest Research Institute's Scientific & Educational Purposes

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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%)

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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

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Governance

Voting Members
14
Independent Members
11
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
0
$0
Total Directors
16
$3,529,405
Key Employees
0
$0
Highest Compensated
0
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
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