Nonprofit · EIN 63-0288868
SOUTHERN RESEARCH INSTITUTE
Tax-exempt · BIRMINGHAM, AL 35205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $50,381,130 | $49,830,156 | $550,974 | $238,738,191 | $57,165,934 | $181,572,257 |
| December 31, 2023 | 990 | $49,759,960 | $55,964,770 | -$6,204,810 | $242,110,174 | $63,239,300 | $178,870,874 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,326,793
- of which government grants
- $14,133,575
- Program service revenue
- $30,295,807
- Investment income
- $4,318,137
- Royalties
- $1,379,518
- Net rental income
- $60,875
- Net gain from sales of assets
- -$1,530,637
- Other revenue
- $1,440,393
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,613,446
- Other salaries and wages
- $16,957,066
- Salaries, compensation and benefits (total)
- $24,783,624
- Professional fundraising fees
- $0
- Legal fees
- $437,046
- Accounting fees
- $255,302
- Occupancy
- $1,804,346
- Travel
- $430,186
- Depreciation
- $4,004,077
- Program services (functional)
- $34,893,555
- Management and general (functional)
- $14,936,601
Balance sheet and other
- Total assets, start of year
- $242,110,174
- Total assets, end of year
- $238,738,191
- Total liabilities, end of year
- $57,165,934
- Net assets, end of year
- $181,572,257
- Land, buildings and equipment
- $112,187,133
- Publicly traded securities
- $69,618,965
- Gross receipts
- $53,805,784
- Employees
- 267
- Volunteers
- 10
- Year formed
- 1941
- 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 |
|---|---|---|---|---|---|
| SID J TRANT | INTERIM DIRECTOR Trustee or director | 1 | $0 | $809,255 | $91,451 |
| RAY WATTS | CHAIRMAN Trustee or director | 1 | $0 | $713,777 | $95,387 |
| FINIS ST JOHN VI | DIRECTOR (THRU 4/24) Trustee or director | 1 | $0 | $528,964 | $51,413 |
| CHRISTOPHER S BROWN PHD | DIRECTOR Trustee or director | 1 | $0 | $423,918 | $101,260 |
| JOSHUA CARPENTER | PRESIDENT AND CEO (THRU 12/24) Officer | 40 | $412,848 | $0 | $32,413 |
| OLIVER HAMPTON | CHIEF DATA OFFICER Highest-paid employee | 40 | $383,042 | $0 | $33,700 |
| ANUPAM AGARWAL | DIRECTOR Trustee or director | 1 | $0 | $247,001 | $61,356 |
| CORRINE AUGELLI-SZAFRAN | VP SCIENTIFIC PLATFORMS Officer | 40 | $291,552 | $0 | $4,826 |
| KHALILAH BROWN | CHIEF MEDICAL OFFICER Highest-paid employee | 40 | $247,279 | $0 | $39,834 |
| DAVID RUTLEDGE | SENIOR ADVISOR OF FINANCE Officer | 40 | $253,474 | $0 | $32,634 |
| MONICA W MASON | INTERIM VP CRO SERVICES Officer | 40 | $238,113 | $0 | $41,238 |
| FUSATAKA KOIDE | DIRECTOR OF BUSINESS DEVELOPMENT Highest-paid employee | 40 | $241,585 | $0 | $34,283 |
| HARRY LEDEBUR JR | CHIEF OPERATING OFFICER Officer | 40 | $232,271 | $0 | $30,500 |
| LESTER SMITH JR | CHIEF FINANCIAL OFFICER (THRU 6/24) Officer | 40 | $227,390 | $0 | $30,535 |
| MARIANNE P NURRE | SR. CONTROLLER Highest-paid employee | 40 | $201,521 | $0 | $31,547 |
15 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNA BRANTLEY FRY | VP OF PEOPLE AND COMMUNITY (THRU 6/24) Officer | 40 | $211,854 | $19,615 |
| JENNIFER PICKENS | DIRECTOR OF INFECTIOUS DISEASE Highest-paid employee | 40 | $194,308 | $28,552 |
| RICARDO BRITO | CHIEF OF STAFF Officer | 40 | $187,879 | $13,918 |
| ABISHEK KULSHRESHTHA | CHIEF BUSINESS OFFICER (THRU 3/24) Trustee or director | 40 | $144,437 | $4,669 |
| RAY COLEMAN LOPER | INTERIM CEO & CFO Officer | 32 | $104,434 | $116 |
| REGINA BENJAMIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE BROCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOBBIE KNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMEY MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GENE RUFFNER PAGE JR | VICE CHAIRMAN Trustee or director | 1 | $0 | $0 |
| JEFFREY PEOPLES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT PHELPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEE STYSLINGER III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NEEL VARSHNEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FINIS ST JOHN VI | DIRECTOR Trustee or director | 1 | $0 | $1,119,003 | $128,184 |
| RAY WATTS | CHAIRMAN Trustee or director | 1 | $0 | $687,821 | $88,048 |
| CHRISTOPHER S BROWN PHD | DIRECTOR Trustee or director | 1 | $0 | $409,277 | $69,477 |
| JOSHUA D CARPENTER | CHIEF EXECUTIVE OFFICER Officer | 40 | $403,514 | $0 | $24,138 |
| FUSATAKA KOIDE | DIR BUSINESS DEVELOPMENT Highest-paid employee | 40 | $393,629 | $0 | $21,742 |
| KEVIN W BURTON | VP RESEARCH SERVICES Officer | 40 | $282,965 | $0 | $20,324 |
| CE AUGELLI-SZAFRAN | VP, SCIENTIFIC PLATFORM Officer | 40 | $291,569 | $0 | $10,938 |
| ANUPAM AGARWAL MD | DIRECTOR Trustee or director | 1 | $0 | $237,602 | $49,299 |
| DAVID A RUTLEDGE | SENIOR ADVISOR OF FINANCE Officer | 40 | $255,805 | $0 | $21,308 |
| ANNA BRANTLEY FRY | VP OF PEOPLE & COMMUNITY Officer | 40 | $240,706 | $0 | $24,804 |
| ABISHEK KULSHRESHTHA | CHIEF OF STAFF Officer | 40 | $225,322 | $0 | $14,923 |
| LESTER SMITH JR | CFO Officer | 40 | $212,579 | $0 | $20,311 |
| MICHAEL E HUDSON UNTIL 1023 | FORMER PHARMACEUTICAL CONSULTANT Highest-paid employee | 40 | $223,940 | $0 | $8,431 |
| JENNIFER PICKENS | DIRECTOR INFECTIOUS DISEASE RES Highest-paid employee | 40 | $211,951 | $0 | $18,711 |
| MONICA W MASON | INTERIM VP CRO SERVICES Officer | 40 | $204,884 | $0 | $14,436 |
| MARIANNE P NURRE | SR DIR FINANCIAL COMPLIANCE/ANALYSIS Highest-paid employee | 40 | $200,005 | $0 | $19,129 |
| JOSEPH C RANDALL | DIRECTOR TOXICOLOGY & PATH SERV Highest-paid employee | 40 | $193,358 | $0 | $19,984 |
| KHALILA BROWN | VP MED AFFAIRS & PATIENT ADVCY Officer | 40 | $191,716 | $0 | $19,084 |
| AVANTI PAUL | VP OPERATIONS Officer | 40 | $162,407 | $0 | $11,340 |
| OLIVER HAMPTON | CHIEF DATA OFFICER Officer | 40 | $99,345 | $0 | $3,769 |
| RICARDO BRITO | CHIEF OF STAFF Officer | 40 | $43,374 | $0 | $8,267 |
| GENE RUFFNER PAGE JR | VICE CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| JAMEY MCMAHON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REGINA BENJAMIN MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LEE STYLINGER III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT PHELPS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE BROCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BOBBIE KNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NEEL VARSHNEY MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFF PEOPLES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2000 9TH AVE S, BIRMINGHAM, AL 35205-2708
- Principal officer (990 for 2024)
- ALAN SPEAR, 2000 NINTH AVENUE SOUTH, BIRMINGHAM, AL 352052708
- Signed the 990
- ALAN SPEAR, CFO
- Phone
- (205) 581-2000
- Website
- WWW.SOUTHERNRESEARCH.ORG
- Return prepared by
- WARREN AVERETT LLC
Mission
TO OFFER RESEARCH AND TECHNOLOGY SERVICES TO SUPPORT THE LIFE SCIENCES, ENERGY, AND ENVIRONMENTAL PROTECTION INDUSTRIES. THE ORGANIZATION PURSUES ENTREPRENEURIAL AND COLLABORATIVE INITIATIVES TO DEVELOP AND MAINTAIN A PIPELINE OF INTELLECTUAL PROPERTY AND INNOVATIVE TECHNOLOGIES THAT CONTRIBUTE TO THE GROWTH OF THE ORGANIZATION AND POSITIVELY IMPACT REAL-WORLD PROBLEMS.
Program accomplishments
- SCIENTIFIC PLATFORMS HAS ACCOMPLISHED INNOVATIVE RESEARCH IN THE AREAS OF CANCER, INFECTIOUS DISEASE, AND NEUROSCIENCE. WITH A FOCUS ON THE DISCOVERY OF NEW, SMALL-MOLECULE THERAPEUTICS AND THE UNDERSTANDING OF HOW THESE MOLECULES WORK, DRUG DISCOVERY CARRIES OUT TRANSLATIONAL SCIENCE DESIGNED TO INVENT SMALL MOLECULES AND ADVANCE THEM FROM THE DESIGN STAGE TO THE CLINIC. GOVERNMENT FUNDING SUPPORTS OUR EFFORTS IN PIONEERING NEW SCIENTIFIC AREAS OF DRUG DISCOVERY. THE SCIENTIFIC PLATFORMS' STAFF PROVIDES EXPERTISE IN MEDICINAL CHEMISTRY, MOLECULAR BIOLOGY, BIOCHEMISTRY, AND HIGH-THROUGHPUT SCREENING TECHNOLOGIES, ALL FOCUSED ON MAKING DISCOVERIES THAT WILL CONTRIBUTE TO IMPROVING HUMAN HEALTH. THE SCIENTIFIC PLATFORMS' TEAM HAS BEEN VERY EFFECTIVE IN ITS EFFORTS AND HAS DISCOVERED MORE THAN 20 DRUGS THAT HAVE ENTERED CLINICAL TRIALS AND SIX DRUGS THAT HAVE BEEN APPROVED BY THE FDA FOR USE IN THE TREATMENT OF CANCER.Expenses $17,663,118 · revenue $15,335,738
- CRO SERVICES PROVIDES DRUG DISCOVERY AND PRE-CLINICAL DRUG DEVELOPMENT TO PHARMACEUTICAL AND BIOTECHNOLOGY ON AN OUTSOURCED BASIS. SOUTHERN RESEARCH INSTITUTE HAS CAPABILITIES IN ALL PHASES OF THE EARLY-STAGE DRUG DISCOVERY AND DEVELOPMENT PROCESS AND PROVIDES CLIENTS WITH COMPREHENSIVE SERVICES AND SUPPORT TO ASSIST THEM IN STREAMLINING THEIR CUSTOM DRUG DISCOVERY AND DEVELOPMENT PROGRAMS. SOME OF SOUTHERN RESEARCH INSTITUTE'S SIGNIFICANT PRE-CLINICAL RESEARCH ACCOMPLISHMENTS INCLUDE: DEMONSTRATED THE EFFICACY OF COMBINATION CHEMOTHERAPY IN MICE, LEADING THE WAY FOR THE DEVELOPMENT OF THERAPEUTIC APPROACHES WITH IMPROVED CLINICAL OUTCOMES IN CERTAIN CANCERS, PERFORMED PRE-CLINICAL DRUG DEVELOPMENT EVALUATIONS AND ANALYSES ON APPROXIMATELY HALF OF THE FDA-APPROVED CANCER THERAPEUTICS CURRENTLY ON THE MARKET, AND CONTRIBUTED TO THE DEVELOPMENT OF THE FIRST DRUG DELIVERY TECHNOLOGY FOR THE EXTENDED RELEASE OF SYNTHETIC AGENTS THAT PROMOTE THE TREATMENT OF PROSTATE CANCER.Expenses $13,835,296 · revenue $12,012,287
- SOUTHERN RESEARCH'S STEM EDUCATION OUTREACH PROGRAM IS INVOLVED IN A WIDE VARIETY OF PROGRAMS THAT IMPACT STUDENTS AND TEACHERS IN ALABAMA. THE MISSION OF SR'S STEM PROGRAM IS TO ENHANCE 6TH THROUGH 12TH GRADE STEM EDUCATION BY DRAWING UPON THE EXPERTISE AND SCHOLARLY CONTRIBUTIONS OF THE SOUTHERN RESEARCH COMMUNITY. WE AIM TO DEFINE AND EXEMPLIFY EFFECTIVE STEM EDUCATION TO MAXIMIZE STUDENTS' READINESS TO EXCEL IN A RAPIDLY CHANGING WORLD. WE ARE WORKING TO ACHIEVE OUR EDUCATION MISSION BY ENGAGING STUDENTS AND TEACHERS IN STEM ACTIVITIES THROUGH SUMMER LEARNING PROGRAMS, FIELD TRIPS, AFTER-SCHOOL PROGRAMING, STEM COMPETITIONS AND SCIENCE FAIRS, INTERNSHIPS, AND PROFESSIONAL DEVELOPMENT WORKSHOPS FOR STEM EDUCATORS. OUR PRIMARY OBJECTIVE IS TO EMBOLDEN STUDENTS WHO POSSESS A PASSION FOR INNOVATION AND DISCOVERY TO PURSUE THEIR INTERESTS AND STRENGTHEN THE STEM COMMUNITY. SOUTHERN RESEARCH IS COMMITTED TO FOSTERING CREATIVITY AND IMPACTING THE FUTURE GENERATION.Expenses $666,467 · revenue $578,650
- CATALYST BY SOUTHERN RESEARCH IS A UNIQUE PUBLIC HEALTH DATA SYSTEM THAT CONNECTS PATIENT GENOMES (AND OTHER FORMS OF PERSONALIZED MEDICAL DATA, POTENTIALLY INCLUDING TRANSCRIPTOMICS, PROTEOMICS, METABOLOMICS AND OTHERS) TO CLINICAL DATA TO SUPPORT THE HEALTH OF COMMUNITIES. SR WILL ACCOMPLISH THIS GOAL BY INVESTING INFRASTRUCTURE TO (A) EXPAND ACCESS TO PERSONALIZED MEDICINE IN ALABAMA, ESPECIALLY IN UNDERSERVED AREAS OF THE STATE; (B) ENSURE ALABAMIANS HAVE MORE EFFECTIVE DIAGNOSTICS DATA TO IDENTIFY AND TREAT UNDERLYING CONDITIONS AND UNDETECTED CO-MORBIDITIES THAT PROVED FATAL FOR MANY ALABAMIANS DURING THE COVID-19 PANDEMIC; AND (C) ENABLE GREATER ACCESS TO CLINICAL TRIALS THROUGHOUT THE STATE. THE CATALYST PROGRAM IS DESIGNED TO ENHANCE AND PROVIDE ADDITIOANL PREVENTATIVE CARE OPTIONS TO ALABAMIANS BY (1) EMPOWERING INDIVIDUAL WITH KNOWLEDGE ABOUT THEIR HEALTH; (2) CONNECTING CLINICAL AND GENOMIC DATA WITH LOCAL HEALTHCARE PROVIDERS; AND (3) ENCOURAGING PARTICIPATION IN PROMISING RESEARCH VIA TARGETED CLINICAL TRIALS.Expenses $2,728,674 · revenue $2,369,132
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
- 63-0288868
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U330)
- Assets (IRS master file)
- $238,738,191
- Income (IRS master file)
- $53,805,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $50,381,130 | $49,830,156 | $238,738,191 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $49,759,960 | $55,964,770 | $242,110,174 | XML |
| 990 | December 2022 | $149,651,608 | $57,118,873 | $211,179,645 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-T | January 2021 | – | – | – | 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 63-0288868).
Questions about SOUTHERN RESEARCH INSTITUTE
- What is the EIN of SOUTHERN RESEARCH INSTITUTE?
- The employer identification number (EIN) of SOUTHERN RESEARCH INSTITUTE is 63-0288868.
- Is SOUTHERN RESEARCH INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to SOUTHERN RESEARCH INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN RESEARCH INSTITUTE 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 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 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?
- The 990 for the year ended December 31, 2024 names ALAN SPEAR.
- Who are the officers and directors of SOUTHERN RESEARCH INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 30 people; 15 received compensation from the organization.
- How much revenue does SOUTHERN RESEARCH INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $50,381,130, expenses of $49,830,156 and total assets of $238,738,191 at year end.
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