Nonprofit · EIN 56-2439567
SOUTHERN RESEARCH INSTITUTE VEBA
Tax-exempt · BIRMINGHAM, AL 35205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $140,383 | $6,661 | $133,722 | $4,577,660 | $0 | $4,577,660 |
| December 31, 2023 | 990 | $131,239 | $5,624 | $125,615 | $4,202,199 | $0 | $4,202,199 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $140,383
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $4,202,199
- Total assets, end of year
- $4,577,660
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,577,660
- Gross receipts
- $140,383
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID A RUTLEDGE | TRUSTEE/DULY AUTHORIZED OFFICIAL Trustee or director, Officer | 2 | $0 | $253,474 | $32,634 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID A RUTLEDGE | PLAN ADMINISTRATOR Trustee or director | 2 | $0 | $255,805 | $21,308 |
Address and contacts
- Address (IRS master file)
- 2000 9TH AVE S, BIRMINGHAM, AL 35205-2708
- In care of
- % RANDALL SHEALY
- Principal officer (990 for 2024)
- DAVID RUTLEDGE, 2000 NINTH AVENUE SOUTH, BIRMINGHAM, AL 352052708
- Signed the 990
- ALAN SPEAR, PLAN ADMINISTRATOR
- Phone
- (205) 581-2596
- Return prepared by
- WARREN AVERETT LLC
Mission
THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER.
Program accomplishments
- THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2439567
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,577,660
- Income (IRS master file)
- $140,383
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $140,383 | $6,661 | $4,577,660 | XML |
| 990 | December 2023 | $131,239 | $5,624 | $4,202,199 | XML |
| 990 | December 2022 | $105,498 | $7,187 | $3,796,371 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2439567).
Questions about SOUTHERN RESEARCH INSTITUTE VEBA
- What is the EIN of SOUTHERN RESEARCH INSTITUTE VEBA?
- The employer identification number (EIN) of SOUTHERN RESEARCH INSTITUTE VEBA is 56-2439567.
- Is SOUTHERN RESEARCH INSTITUTE VEBA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to SOUTHERN RESEARCH INSTITUTE VEBA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN RESEARCH INSTITUTE VEBA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN RESEARCH INSTITUTE VEBA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN RESEARCH INSTITUTE VEBA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHERN RESEARCH INSTITUTE VEBA?
- The 990 for the year ended December 31, 2024 names DAVID RUTLEDGE.
- Who are the officers and directors of SOUTHERN RESEARCH INSTITUTE VEBA?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SOUTHERN RESEARCH INSTITUTE VEBA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $140,383, expenses of $6,661 and total assets of $4,577,660 at year end.
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