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← SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC

Form 990 for tax year 2023

Filed by SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC.

Totals

Total revenue
$242,074,440
Total expenses
$242,201,377
Contributions and grants received
$7,969,262
Grants paid
$10,000
Program service revenue
$232,363,359
Investment income
$1,706,973
Other revenue
$34,846
Total assets, end of year
$56,943,066
Total liabilities, end of year
$41,742,252
Net assets or fund balances, end of year
$15,200,814
Program services expenses (Part IX)
$169,745,795
Management and general expenses
$72,455,582
Fundraising expenses
$0
Program service expenses (Part III)
$169,745,795

Program services were 70.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $366,875

  • 1e · Government grants (contributions)

    $7,602,387

  • 2a · Program service revenue: CONTRACT REVENUE

    total $228,616,624 · related or exempt $228,616,624

  • 2b · Program service revenue: PERFORMANCE FEES

    total $2,892,002 · related or exempt $2,892,002

  • 2c · Program service revenue: RESIDENCE FACILITY INC

    total $854,733 · related or exempt $854,733

  • 3 · Investment income

    total $782,287 · excluded $782,287

  • 5 · Royalties

    total $1,072 · excluded $1,072

  • 7a · Gross sales of assets other than inventory

    securities $6,022,431

  • 7b · Less cost or other basis and sales expenses

    securities $5,097,745

  • 7c · Gain or loss

    securities $924,686

  • 7d · Net gain or loss

    total $924,686 · excluded $924,686

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $33,774 · related or exempt $33,774

  • 11e · Other revenue, total

    $33,774

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,000 · program services $10,000

  • 5 · Compensation of officers, directors and key employees

    total $5,099,607 · program services $3,726,986 · management and general $1,372,621

  • 7 · Other salaries and wages

    total $89,705,896 · program services $66,550,587 · management and general $23,155,309

  • 8 · Pension plan contributions

    total $7,856,333 · program services $5,530,325 · management and general $2,326,008

  • 9 · Other employee benefits

    total $33,290,297 · program services $23,388,534 · management and general $9,901,763

  • 10 · Payroll taxes

    total $7,816,405 · program services $5,357,975 · management and general $2,458,430

  • 11b · Fees: legal

    total $8,536 · program services $3,750 · management and general $4,786

  • 11c · Fees: accounting

    total $57,508 · management and general $57,508

  • 11d · Fees: lobbying

    total $395,482 · program services $395,482

  • 11f · Fees: investment management

    total $157,602 · management and general $157,602

  • 11g · Fees: other

    total $25,500 · program services $25,500

  • 13 · Office expenses

    total $46,023,393 · program services $33,867,539 · management and general $12,155,854

  • 16 · Occupancy

    total $19,882,493 · program services $14,943,014 · management and general $4,939,479

  • 17 · Travel

    total $4,304,807 · program services $3,159,589 · management and general $1,145,218

  • 19 · Conferences, conventions and meetings

    total $156,417 · program services $133,390 · management and general $23,027

  • 20 · Interest

    total $575,058 · management and general $575,058

  • 22 · Depreciation, depletion and amortization

    total $108,236 · program services $103,848 · management and general $4,388

  • 23 · Insurance

    total $324,530 · management and general $324,530

  • 24a · Other expenses: RESEARCH RELATED SUBAWA

    total $25,632,108 · program services $11,778,107 · management and general $13,854,001

  • 24b · Other expenses: OTHER EXPENSES

    total $771,169 · program services $771,169

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,672,750 · end of year $2,179,509

  • 4 · Accounts receivable

    beginning of year $21,131,330 · end of year $32,232,810

  • 9 · Prepaid expenses and deferred charges

    beginning of year $251,289 · end of year $486,707

  • 10a · Land, buildings and equipment: cost or other basis

    $3,379,755

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,343,274

  • 10c · Land, buildings and equipment, net

    beginning of year $1,110,026 · end of year $1,036,481

  • 11 · Investments: publicly traded securities

    beginning of year $17,699,351 · end of year $19,433,267

  • 15 · Other assets

    beginning of year $2,161,839 · end of year $1,574,292

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,096,588 · end of year $26,031,061

  • 19 · Deferred revenue

    beginning of year $6,050,784 · end of year $5,431,846

  • 24 · Unsecured notes and loans payable

    beginning of year $9,070,000 · end of year $8,687,335

  • 25 · Other liabilities

    beginning of year $2,175,498 · end of year $1,592,010

  • 27 · Net assets without donor restrictions

    beginning of year $10,700,635 · end of year $12,662,165

  • 28 · Net assets with donor restrictions

    beginning of year $1,933,080 · end of year $2,538,649

Mission and programs · 2023

Mission

SURA'S MISSION IS TO ADVANCE COLLABORATIVE RESEARCH AND EDUCATION AND TO STRENGTHEN THE SCIENTIFIC CAPABILITIES OF ITS MEMBERS AND OUR NATION.

  • SURA HAS 55 MEMBER UNIVERSITIES IN THE US AND CANADA AND IS ORGANIZED TO PROMOTE COLLABORATIVE RESEARCH ACTIVITIES IN SCIENCE AND ENGINEERING, TO FOSTER EXCELLENCE IN SCIENTIFIC RESEARCH, TO STRENGTHEN THE SCIENTIFIC AND TECHNICAL CAPABILITIES OF THE NATION, AND TO PROVIDE TRAINING OPPORTUNITIES FOR SCIENTISTS AND ENGINEERS.THE THOMAS JEFFERSON NATIONAL ACCELERATOR FACILITY, OR JEFFERSON LAB, IS ONE OF THE DEPARTMENT OF ENERGY OFFICE OF SCIENCE'S TEN NATIONAL LABORATORIES. SURA HAS BEEN RESPONSIBLE FOR THE MANAGEMENT AND OPERATIONS (M&O) CONTRACT FOR THE JEFFERSON LAB SINCE IT WAS SELECTED IN 1983 IN A NATIONAL COMPETITION, THROUGH ITS WHOLLY OWNED SUBSIDIARY, JEFFERSON SCIENCE ASSOCIATES (JSA) LLC. AS THE M&O CONTRACTOR, JSA HAS OVERSIGHT RESPONSIBILITY FOR JEFFERSON LAB OPERATIONS INCLUDING OVER 800 EMPLOYEES AND OVER $180 MILLION IN ANNUAL OPERATING BUDGET.JSA IS ORGANIZED AS A LIMITED LIABILITY COMPANY AND IS GOVERNED BY AN OPERATING AGREEMENT THAT RESTRICTS ACTIVITIES EXCLUSIVELY TO THOSE HAVING CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES AND A PRIMARY MISSION TO PERFORM THE DOE JEFFERSON LAB M&O CONTRACT. SURA PROVIDES OVERSIGHT OF THE SCIENTIFIC MISSION OF THE JEFFERSON LAB WITH ASSISTANCE FROM FACULTY EXPERTS FROM ITS MEMBER UNIVERSITIES.SURA, THROUGH ITS SPACE SCIENCE PROGRAM, PARTNERS WITH OTHER UNIVERSITIES AND ORGANIZATIONS ON GRANTS AND CONTRACTS TO PROVIDE SCIENTISTS AND OTHER SUBJECT MATTER EXPERTS TO CONDUCT ASTRONOMY, ASTROPHYSICS, ASTROBIOLOGY, EARTH SCIENCE, AND ENGINEERING RESEARCH TO MEET THE MISSION OBJECTIVES OF SEVERAL FEDERAL AGENCIES.THE CENTER FOR NUCLEAR FEMTOGRAPHY WAS ESTABLISHED TO BRING TOGETHER EXPERTISE IN THE NUCLEAR PHYSICS RESEARCH COMMUNITY. SURA PROVIDES RESEARCH OPPORTUNITIES THROUGH GRANTS TO NUCLEAR PHYSICS FACULTY WITHIN VIRGINIA UNIVERSITIES AND POSTDOCTORAL FELLOWSHIPS TO WORK DIRECTLY WITH THE CENTER FOR NUCLEAR FEMTOGRAPHY LEADERSHIP.

    Expenses $169,745,795 · Grants $10,000 · Revenue $232,397,133

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Elizabeth Beise

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • M Omar Faison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andres Gil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marc Hoit

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fred King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Norton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Padma Raghavan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Srirama Rao

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chad Reed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel Sui

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Twilley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Weyhenmeyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sean J Hearne

    PRESIDENT & CEO

    Total calculated
    $520,938
    From this org
    $489,238
    From related orgs
    $0
    Other
    $31,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $489,238
    Bonus
    $0
    Other
    $0
    Deferred
    $31,500
    Nontaxable benefits
    $200
    Filer's total
    $520,938

  • Elizabeth Lawson

    CHIEF OF LAB. OPERATIONS

    Total calculated
    $311,335
    From this org
    $270,197
    From related orgs
    $0
    Other
    $41,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,197
    Bonus
    $0
    Other
    $0
    Deferred
    $24,318
    Nontaxable benefits
    $16,820
    Filer's total
    $311,335

  • Scott Hartranft

    CFO (UNTIL 1/24)

    Total calculated
    $268,569
    From this org
    $245,109
    From related orgs
    $0
    Other
    $23,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,109
    Bonus
    $0
    Other
    $0
    Deferred
    $22,060
    Nontaxable benefits
    $1,400
    Filer's total
    $268,569

  • William A Jones Jr

    CFO (AS OF 1/24)

    Total calculated
    $198,044
    From this org
    $181,508
    From related orgs
    $0
    Other
    $16,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,508
    Bonus
    $0
    Other
    $0
    Deferred
    $16,336
    Nontaxable benefits
    $200
    Filer's total
    $198,044

  • Stuart Henderson

    DIR. OF JEFFERSON LAB (UNTIL 8/24)

    Total calculated
    $702,687
    From this org
    $641,690
    From related orgs
    $0
    Other
    $60,997
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $639,314
    Bonus
    $0
    Other
    $2,376
    Deferred
    $29,700
    Nontaxable benefits
    $31,297
    Filer's total
    $702,687

  • David Dean

    DEP. DIR. FOR SCIENCE & TECH.

    Total calculated
    $450,692
    From this org
    $389,695
    From related orgs
    $0
    Other
    $60,997
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,319
    Bonus
    $0
    Other
    $2,376
    Deferred
    $29,700
    Nontaxable benefits
    $31,297
    Filer's total
    $450,692

  • Allison F Lung

    CHIEF PLANNING OFFICER

    Total calculated
    $398,802
    From this org
    $356,857
    From related orgs
    $0
    Other
    $41,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,285
    Bonus
    $0
    Other
    $4,572
    Deferred
    $29,700
    Nontaxable benefits
    $12,245
    Filer's total
    $398,802

  • Johnathon Huff

    CHIEF OPERATING OFFICER

    Total calculated
    $395,636
    From this org
    $353,691
    From related orgs
    $0
    Other
    $41,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,331
    Bonus
    $0
    Other
    $360
    Deferred
    $29,700
    Nontaxable benefits
    $12,245
    Filer's total
    $395,636

  • Amber Boehnlein

    CHIEF INFORMATION OFFICER

    Total calculated
    $353,868
    From this org
    $305,164
    From related orgs
    $0
    Other
    $48,704
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,788
    Bonus
    $0
    Other
    $2,376
    Deferred
    $27,248
    Nontaxable benefits
    $21,456
    Filer's total
    $353,868

  • Andrei Seryi

    ASSOCIATE DIRECTOR

    Total calculated
    $350,860
    From this org
    $299,386
    From related orgs
    $0
    Other
    $51,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,010
    Bonus
    $0
    Other
    $2,376
    Deferred
    $27,415
    Nontaxable benefits
    $24,059
    Filer's total
    $350,860

  • Cynthia E Keppel Hellman

    ASSOCIATE DIRECTOR

    Total calculated
    $334,695
    From this org
    $290,986
    From related orgs
    $0
    Other
    $43,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,610
    Bonus
    $0
    Other
    $2,376
    Deferred
    $26,455
    Nontaxable benefits
    $17,254
    Filer's total
    $334,695

  • Steven Hoey

    ASSOCIATE DIRECTOR

    Total calculated
    $297,448
    From this org
    $250,565
    From related orgs
    $0
    Other
    $46,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,993
    Bonus
    $0
    Other
    $4,572
    Deferred
    $22,824
    Nontaxable benefits
    $24,059
    Filer's total
    $297,448

  • Aida Lebbos

    CHIEF LEGAL OFFICER & CORP. SEC.

    Total calculated
    $268,704
    From this org
    $228,854
    From related orgs
    $0
    Other
    $39,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,854
    Bonus
    $0
    Other
    $0
    Deferred
    $20,597
    Nontaxable benefits
    $19,253
    Filer's total
    $268,704

  • Joseph Scarcello

    CHIEF PROGRAMS OFFICER

    Total calculated
    $247,328
    From this org
    $225,622
    From related orgs
    $0
    Other
    $21,706
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,622
    Bonus
    $0
    Other
    $0
    Deferred
    $20,306
    Nontaxable benefits
    $1,400
    Filer's total
    $247,328

  • Sergei Nagaitsev

    SPECIAL SCIENTIST

    Total calculated
    $370,319
    From this org
    $315,713
    From related orgs
    $0
    Other
    $54,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $314,229
    Bonus
    $0
    Other
    $1,484
    Deferred
    $22,402
    Nontaxable benefits
    $32,204
    Filer's total
    $370,319

  • Jianwei Qui

    ASSOCIATE DIRECTOR

    Total calculated
    $320,122
    From this org
    $285,898
    From related orgs
    $0
    Other
    $34,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,326
    Bonus
    $0
    Other
    $4,572
    Deferred
    $25,739
    Nontaxable benefits
    $8,485
    Filer's total
    $320,122

  • Krishna Padiyar

    SPECIAL SCIENTIST

    Total calculated
    $330,116
    From this org
    $273,172
    From related orgs
    $0
    Other
    $56,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,344
    Bonus
    $0
    Other
    $828
    Deferred
    $25,647
    Nontaxable benefits
    $31,297
    Filer's total
    $330,116

  • Rolf Ent

    SPECIAL SCIENTIST

    Total calculated
    $319,613
    From this org
    $270,719
    From related orgs
    $0
    Other
    $48,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,343
    Bonus
    $0
    Other
    $2,376
    Deferred
    $24,835
    Nontaxable benefits
    $24,059
    Filer's total
    $319,613

  • James Fast

    SPECIAL SCIENTIST

    Total calculated
    $303,070
    From this org
    $255,338
    From related orgs
    $0
    Other
    $47,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,790
    Bonus
    $0
    Other
    $1,548
    Deferred
    $23,673
    Nontaxable benefits
    $24,059
    Filer's total
    $303,070

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • JEFFERSON SCIENCE ASSOCIATES LLC

    RESEARCH · VA · income $233,448,749 · assets $30,596,110

    Directly controlled by SURA

  • SURATECH LLC

    RESEARCH · VA · income $0 · assets $0

    Directly controlled by SURA

Provenance

Return type
form_990
Tax year
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202532239349301948

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