Form 990 for tax year 2022
Filed by SOUTH ALABAMA MEDICAL SCIENCE FOUNDATION.
Totals
- Total revenue
- $1,215,089
- Total expenses
- $1,051,914
- Contributions and grants received
- $0
- Grants paid
- $6,115
- Program service revenue
- $774,416
- Investment income
- $161,081
- Other revenue
- $279,592
- Total assets, end of year
- $11,322,395
- Total liabilities, end of year
- $62,779
- Net assets or fund balances, end of year
- $11,259,616
- Program services expenses (Part IX)
- $883,706
- Management and general expenses
- $168,208
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $883,706
Program services were 84.0% 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.
-
2a · Program service revenue: SCIENTIFIC TESTING & RESEARCH
total $459,750 · related or exempt $459,750
-
2b · Program service revenue: EDUCATION PROGRAM SUPPORT
total $263,942 · related or exempt $263,942
-
2c · Program service revenue: EDUCATION PROGRAM SUPPORT
total $50,724 · unrelated business $50,724
-
3 · Investment income
total $269,033 · excluded $269,033
-
5 · Royalties
total $3,458 · excluded $3,458
-
7a · Gross sales of assets other than inventory
securities $3,181,728
-
7b · Less cost or other basis and sales expenses
securities $3,289,680
-
7c · Gain or loss
securities -$107,952
-
7d · Net gain or loss
total -$107,952 · excluded -$107,952
-
11a · Other revenue: OTHER MISCELLANEOUS PROJECTS
total $174,684 · related or exempt $174,684
-
11b · Other revenue: AUTOPSY REVENUE
total $56,250 · related or exempt $56,250
-
11c · Other revenue: DEPOSITION REVENUE
total $45,200 · related or exempt $45,200
-
11e · Other revenue, total
$276,134
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,115 · program services $6,115
-
11b · Fees: legal
total $45,377 · program services $45,377
-
11d · Fees: lobbying
total $34,749 · management and general $34,749
-
11g · Fees: other
total $227,720 · program services $227,720
-
12 · Advertising and promotion
total $14,603 · program services $14,603
-
13 · Office expenses
total $85,593 · management and general $85,593
-
14 · Information technology
total $47,097 · management and general $47,097
-
17 · Travel
total $59,240 · program services $59,240
-
19 · Conferences, conventions and meetings
total $289,687 · program services $289,687
-
23 · Insurance
total $5,694 · program services $5,694
-
24a · Other expenses: REIMBURSEMENT TO USA
total $230,373 · program services $230,373
-
24b · Other expenses: MEDICAL / LAB SUPPLIES
total $4,897 · program services $4,897
-
24c · Other expenses: DISTRIBUTION OF ROYALTIES
total $769 · management and general $769
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,700,621 · end of year $2,219,234
-
2 · Savings and temporary cash investments
beginning of year $1,434,283 · end of year $1,700,145
-
3 · Pledges and grants receivable
beginning of year $9,200 · end of year $103,364
-
4 · Accounts receivable
beginning of year $45,048
-
9 · Prepaid expenses and deferred charges
beginning of year $2,774 · end of year $2,920
-
11 · Investments: publicly traded securities
beginning of year $6,056,006 · end of year $6,058,355
-
12 · Investments: other securities
beginning of year $645,254 · end of year $1,058,075
-
15 · Other assets
end of year $180,302
-
17 · Accounts payable and accrued expenses
beginning of year $38,376 · end of year $41,029
-
19 · Deferred revenue
end of year $21,750
-
25 · Other liabilities
beginning of year $238,409
-
27 · Net assets without donor restrictions
beginning of year $10,387,559 · end of year $11,030,774
-
28 · Net assets with donor restrictions
beginning of year $228,842 · end of year $228,842
Mission and programs · 2022
Mission
TO PROMOTE EDUCATION AND RESEARCH WITHIN THE UNIVERSITY OF SOUTH ALABAMA (USA) HEALTH SYSTEM
Activities or mission (Part I)
TO PROMOTE EDUCATION AND RESEARCH WITHIN THE UNIVERSITY OF SOUTH ALABAMA HEALTH SYSTEM.
-
SCIENTIFIC TESTING/ RESEARCH PROJECTS CONDUCTED TO SUPPORT AND FURTHER PROMOTE RESEARCH WITHIN THE USA HEALTH SYSTEM.
Expenses $486,914 · Grants $6,115 · Revenue $459,750
-
EDUCATIONAL ACTIVITIES HELD IN SUPPORT OF THE UNIVERSITY OF SOUTH ALABAMA HEALTH SYSTEM'S EDUCATION MISSION.
Expenses $396,792 · Revenue $314,666
As filed on the 2022 return.
Listed in Part VII
-
Jo BonnerJO BONNER
PRESIDENT US
- Total calculated
- $577,825
- From this org
- $0
- From related orgs
- $518,448
- Other
- $59,377
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $507,963 related
- Bonus
- not reported
- Other
- not reported + $10,485 related
- Deferred
- not reported + $45,583 related
- Nontaxable benefits
- not reported + $13,794 related
- Filer's total
- not reported + $577,825 related
-
John V Marymont MD MBAJOHN V MARYMONT MD MBA
VP MED AFF/
- Total calculated
- $715,682
- From this org
- $0
- From related orgs
- $669,950
- Other
- $45,732
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- not reported + $667,185 related
- Bonus
- not reported
- Other
- not reported + $2,765 related
- Deferred
- not reported + $31,910 related
- Nontaxable benefits
- not reported + $13,822 related
- Filer's total
- not reported + $715,682 related
-
Christopher Davies PhDCHRISTOPHER DAVIES PHD
ASSOC DEAN,
- Total calculated
- $296,094
- From this org
- $0
- From related orgs
- $253,058
- Other
- $43,036
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $251,956 related
- Bonus
- not reported
- Other
- not reported + $1,102 related
- Deferred
- not reported + $29,214 related
- Nontaxable benefits
- not reported + $13,822 related
- Filer's total
- not reported + $296,094 related
-
Jonathan G Scammell PhDJONATHAN G SCAMMELL PHD
CHAIR USA CO
- Total calculated
- $346,395
- From this org
- $0
- From related orgs
- $294,466
- Other
- $51,929
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $293,475 related
- Bonus
- not reported
- Other
- not reported + $991 related
- Deferred
- not reported + $37,279 related
- Nontaxable benefits
- not reported + $14,650 related
- Filer's total
- not reported + $346,395 related
-
Richard Honkanen PhDRICHARD HONKANEN PHD
CHAIR USA BI
- Total calculated
- $363,578
- From this org
- $0
- From related orgs
- $309,985
- Other
- $53,593
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $307,756 related
- Bonus
- not reported
- Other
- not reported + $2,229 related
- Deferred
- not reported + $38,943 related
- Nontaxable benefits
- not reported + $14,650 related
- Filer's total
- not reported + $363,578 related
-
Kevin Macaluso PhDKEVIN MACALUSO PHD
CHAIR USA MI
- Total calculated
- $339,733
- From this org
- $0
- From related orgs
- $292,101
- Other
- $47,632
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $291,588 related
- Bonus
- not reported
- Other
- not reported + $513 related
- Deferred
- not reported + $33,810 related
- Nontaxable benefits
- not reported + $13,822 related
- Filer's total
- not reported + $339,733 related
-
Mark N Gillespie PhDMARK N GILLESPIE PHD
CHAIR, USA P
- Total calculated
- $381,008
- From this org
- $0
- From related orgs
- $325,804
- Other
- $55,204
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $320,713 related
- Bonus
- not reported
- Other
- not reported + $5,091 related
- Deferred
- not reported + $40,554 related
- Nontaxable benefits
- not reported + $14,650 related
- Filer's total
- not reported + $381,008 related
-
Troy Stevens PhDTROY STEVENS PHD
CHAIR USA PH
- Total calculated
- $397,945
- From this org
- $0
- From related orgs
- $342,196
- Other
- $55,749
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $340,357 related
- Bonus
- not reported
- Other
- not reported + $1,839 related
- Deferred
- not reported + $41,099 related
- Nontaxable benefits
- not reported + $14,650 related
- Filer's total
- not reported + $397,945 related
-
Susan SansingSUSAN SANSING
TREASURER
- Total calculated
- $285,312
- From this org
- $0
- From related orgs
- $240,049
- Other
- $45,263
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- not reported + $239,378 related
- Bonus
- not reported
- Other
- not reported + $671 related
- Deferred
- not reported + $30,551 related
- Nontaxable benefits
- not reported + $14,712 related
- Filer's total
- not reported + $285,312 related
-
Kristen RobertsKRISTEN ROBERTS
VP USA FINAN
- Total calculated
- $246,465
- From this org
- $0
- From related orgs
- $208,061
- Other
- $38,404
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $207,803 related
- Bonus
- not reported
- Other
- not reported + $258 related
- Deferred
- not reported + $24,522 related
- Nontaxable benefits
- not reported + $13,882 related
- Filer's total
- not reported + $246,465 related
-
John SmithJOHN SMITH
INTERIM PRES
- Total calculated
- $172,834
- From this org
- $0
- From related orgs
- $165,710
- Other
- $7,124
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $164,808 related
- Bonus
- not reported
- Other
- not reported + $902 related
- Deferred
- not reported + $5,875 related
- Nontaxable benefits
- not reported + $1,249 related
- Filer's total
- not reported + $172,834 related
-
Polly StokelyPOLLY STOKELY
VP USA FINAN
- Total calculated
- $356,367
- From this org
- $0
- From related orgs
- $304,630
- Other
- $51,737
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $302,951 related
- Bonus
- not reported
- Other
- not reported + $1,679 related
- Deferred
- not reported + $37,087 related
- Nontaxable benefits
- not reported + $14,650 related
- Filer's total
- not reported + $356,367 related
-
G Scott WeldonG SCOTT WELDON
VP USA FINAN
- Total calculated
- $73,709
- From this org
- $0
- From related orgs
- $70,489
- Other
- $3,220
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported + $70,116 related
- Bonus
- not reported
- Other
- not reported + $373 related
- Deferred
- not reported + $3,192 related
- Nontaxable benefits
- not reported + $28 related
- Filer's total
- not reported + $73,709 related
-
Steven P Furr MDSTEVEN P FURR MD
USA BOARD OF
- Total calculated
- $0
- Hours/week
- 1
-
William Blaylock MDWILLIAM BLAYLOCK MD
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Honorable M Donald Davis JrHONORABLE M DONALD DAVIS JR
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Eva GolsonEVA GOLSON
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Mark HoffmanMARK HOFFMAN
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Russell Hudgens MDRUSSELL HUDGENS MD
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Marcia J Littles MDMARCIA J LITTLES MD
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Frank MillsapsFRANK MILLSAPS
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Amy Morris MDAMY MORRIS MD
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Rabbi Steve SilbermanRABBI STEVE SILBERMAN
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Charles E StoryCHARLES E STORY
PUBLIC DIREC
- Total calculated
- $0
- Hours/week
- 1
-
Maya MirzoevaMAYA MIRZOEVA
TREASURER
- Total calculated
- $0
- Hours/week
- 0
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
None.
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
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · HIGHER ED · AL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202442229349301604
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