Southwestern Medical Foundation
EIN 750945939 · 501(c)(3) · Public charity · Dallas, TX · recognized 1940
- Assets
- $1.3B
- Revenue
- $183M
- Expenses
- $55.3M
- Investment income
- $121M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Fund Evaluation Group, Llc CRD 121658 | deterministic · 100% | 12/31/2024 |
| Northern Trust Securities, Inc. CRD 7927 | fuzzy_auto · 93% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Ldww Group Marketing Communications Lp | Marketing services | $402,482 |
| Fund Evaluation Group | Investment management | $399,588 |
| People Performance Resources Llc | Hr management services | $393,381 |
| Northern Trust Company | Investment management | $384,406 |
| Affinaquest Technologies Llc | Data management | $288,421 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Michael Mcmahan | President and ceo | $441,583 | $48,760 |
| Sarah Fletcher | Chief financial officer | $263,000 | $27,063 |
| Trae Holmes | Senior director of account | $165,278 | $30,994 |
| Emily Davis | Corporate secretary | $150,040 | $26,810 |
| Stephanie Vidikan | Senior director of operations | $148,350 | $28,649 |
| Brittany Lebling | Director of communications | $136,062 | $16,168 |
| Blake Evans | Director of donor relations | $110,920 | $23,030 |
| Raphael Foster | Senior financial analyst and treasury manager | $108,304 | $23,473 |
| Carter Montgomery | Trustee | $0 | $0 |
| J Ray Nixon Jr | Trustee | $0 | $0 |
| Alfreda B Norman | Trustee | $0 | $0 |
| Lydia H Novakov | Trustee | $0 | $0 |
| Connie O'neill | Trustee | $0 | $0 |
| Marshall Payne | Trustee | $0 | $0 |
| Jeanne L Phillips | Trustee | $0 | $0 |
| Daniel K Podolsky Md | Trustee | $0 | $0 |
| Matthew S Ramsey | Trustee | $0 | $0 |
| Katie H Robbins | Trustee | $0 | $0 |
| Kit Tennison Moncrief | Trustee | $0 | $0 |
| Sarah K Miller | Trustee | $0 | $0 |
| David B Miller | Trustee | $0 | $0 |
| Amy Mcknight | Trustee | $0 | $0 |
| Charles W Matthews | Trustee | $0 | $0 |
| Nancy Cain Marcus Phd | Trustee | $0 | $0 |
| Jack B Lowe Jr | Trustee | $0 | $0 |
| Todd Lemkin | Trustee | $0 | $0 |
| Mark Langdale | Trustee | $0 | $0 |
| Linda P Evans | Trustee | $0 | $0 |
| Dawn Zierk | Trustee | $0 | $0 |
| Mark Zale | Trustee | $0 | $0 |
| Kathleen J Wu | Trustee | $0 | $0 |
| Dennis Wong | Trustee | $0 | $0 |
| Todd Williams | Trustee | $0 | $0 |
| Margaret Vonder Hoya | Trustee | $0 | $0 |
| Kip Tindell | Trustee | $0 | $0 |
| Mchenry T Tichenor Jr | Trustee | $0 | $0 |
| Charmaine Tang | Trustee | $0 | $0 |
| Sam L Susser | Trustee | $0 | $0 |
| Marvin J Stone Md | Trustee | $0 | $0 |
| Jerry V Smith | Trustee | $0 | $0 |
| Bonnie Bass Smith | Trustee | $0 | $0 |
| Nicole G Small | Trustee | $0 | $0 |
| David T Seaton | Trustee | $0 | $0 |
| Jennifer Scripps | Trustee | $0 | $0 |
| Brian Schultz | Trustee | $0 | $0 |
| Robert B Rowling | Trustee | $0 | $0 |
| Daniel G Routman | Trustee | $0 | $0 |
| Catherine M Rose | Trustee | $0 | $0 |
| Robert H Dedman Jr | Trustee | $0 | $0 |
| Linda Pitts Custard | Trustee | $0 | $0 |
| Kathy Crow | Trustee | $0 | $0 |
| Timothy P Costello | Trustee | $0 | $0 |
| David R Corrigan | Trustee | $0 | $0 |
| Nita P Clark | Trustee | $0 | $0 |
| Pete Chillian | Trustee | $0 | $0 |
| Jennifer Chandler | Trustee | $0 | $0 |
| Leland R Burk | Trustee | $0 | $0 |
| Peter D Brundage | Trustee | $0 | $0 |
| Shonn Brown | Trustee | $0 | $0 |
| J Robert Brown | Trustee | $0 | $0 |
| David O Brown | Trustee | $0 | $0 |
| Tucker S Bridwell | Trustee | $0 | $0 |
| Randy Bowman | Trustee | $0 | $0 |
| Jan Hart Black | Trustee | $0 | $0 |
| Lucy Billingsley | Trustee | $0 | $0 |
| Randy Best | Trustee | $0 | $0 |
| Kelvin A Baggett Md | Trustee | $0 | $0 |
| Kim J Askew | Trustee | $0 | $0 |
| Liz Armstrong | Trustee | $0 | $0 |
| Cheryl D Alston | Trustee | $0 | $0 |
| Jere W Thompson Jr | Chairman of the board | $0 | $0 |
| Joyce Lacerte | Trustee | $0 | $0 |
| Caren Kline | Trustee | $0 | $0 |
| Chris Kleinert | Trustee | $0 | $0 |
| Imran Khan | Trustee | $0 | $0 |
| James Keyes | Trustee | $0 | $0 |
| Linda Kao | Trustee | $0 | $0 |
| Michael L Kahn | Trustee | $0 | $0 |
| Robert W Jordan | Trustee | $0 | $0 |
| Bob Jordan | Trustee | $0 | $0 |
| Rod C Jones | Trustee | $0 | $0 |
| Jacob Jones | Trustee | $0 | $0 |
| Kay Bailey Hutchison | Trustee | $0 | $0 |
| James R Huffines | Trustee | $0 | $0 |
| Joan Buchanan Hill | Trustee | $0 | $0 |
| Kenneth A Hersh | Trustee | $0 | $0 |
| Pilar Tabernero Henry | Trustee | $0 | $0 |
| David C Haley | Trustee | $0 | $0 |
| Mandy Ginsberg | Trustee | $0 | $0 |
| Mark D Gibson | Trustee | $0 | $0 |
| Holland P Gary | Trustee | $0 | $0 |
| Cate Ford | Trustee | $0 | $0 |
| Andersen C Fisher | Trustee | $0 | $0 |
| Hill A Feinberg | Trustee | $0 | $0 |
| Curt Farmer | Trustee | $0 | $0 |