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← SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC

Form 990 for tax year 2024

Filed by SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC.

Totals

Total revenue
$251,855,977
Total expenses
$252,569,094
Contributions and grants received
$8,236,510
Grants paid
$15,000
Program service revenue
$242,290,543
Investment income
$1,328,924
Other revenue
$0
Total assets, end of year
$54,386,144
Total liabilities, end of year
$39,536,098
Net assets or fund balances, end of year
$14,850,046
Program services expenses (Part IX)
$179,789,557
Management and general expenses
$72,779,537
Fundraising expenses
$0
Program service expenses (Part III)
$179,789,557

Program services were 71.2% 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

    $290,875

  • 1e · Government grants (contributions)

    $7,945,635

  • 2a · Program service revenue: DOE CONTRACT REVENUE

    total $238,597,216 · related or exempt $238,597,216

  • 2b · Program service revenue: DOE PERFORMANCE FEES

    total $3,044,220 · related or exempt $3,044,220

  • 2c · Program service revenue: RESIDENCE FACILITY

    total $649,107 · related or exempt $649,107

  • 3 · Investment income

    total $552,670 · excluded $552,670

  • 7a · Gross sales of assets other than inventory

    securities $7,578,929

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

    securities $6,802,675

  • 7c · Gain or loss

    securities $776,254

  • 7d · Net gain or loss

    total $776,254 · excluded $776,254

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,000 · program services $15,000

  • 5 · Compensation of officers, directors and key employees

    total $8,188,990 · program services $6,524,424 · management and general $1,664,566

  • 7 · Other salaries and wages

    total $83,058,995 · program services $59,534,454 · management and general $23,524,541

  • 8 · Pension plan contributions

    total $10,382,267 · program services $7,384,331 · management and general $2,997,936

  • 9 · Other employee benefits

    total $44,308,637 · program services $32,308,855 · management and general $11,999,782

  • 10 · Payroll taxes

    total $8,646,412 · program services $5,961,183 · management and general $2,685,229

  • 11b · Fees: legal

    total $11,013 · program services $8,342 · management and general $2,671

  • 11c · Fees: accounting

    total $11,836 · management and general $11,836

  • 11d · Fees: lobbying

    total $437,024 · management and general $437,024

  • 11f · Fees: investment management

    total $161,702 · management and general $161,702

  • 11g · Fees: other

    total $19,080 · program services $19,080

  • 13 · Office expenses

    total $37,969,678 · program services $27,023,982 · management and general $10,945,696

  • 16 · Occupancy

    total $18,542,482 · program services $13,874,519 · management and general $4,667,963

  • 17 · Travel

    total $4,337,424 · program services $3,188,673 · management and general $1,148,751

  • 19 · Conferences, conventions and meetings

    total $95,968 · program services $84,094 · management and general $11,874

  • 20 · Interest

    total $492,302 · management and general $492,302

  • 22 · Depreciation, depletion and amortization

    total $103,991 · program services $99,043 · management and general $4,948

  • 23 · Insurance

    total $314,912 · management and general $314,912

  • 24a · Other expenses: OTHER EXPENSES

    total $18,046,558 · program services $9,992,525 · management and general $8,054,033

  • 24b · Other expenses: RESEARCH RELATED SUBAWA

    total $17,424,823 · program services $13,771,052 · management and general $3,653,771

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,179,509 · end of year $1,631,777

  • 4 · Accounts receivable

    beginning of year $32,232,810 · end of year $30,552,621

  • 9 · Prepaid expenses and deferred charges

    beginning of year $486,707 · end of year $300,980

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

    $3,398,499

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

    $2,447,265

  • 10c · Land, buildings and equipment, net

    beginning of year $1,036,481 · end of year $951,234

  • 11 · Investments: publicly traded securities

    beginning of year $19,433,267 · end of year $20,015,273

  • 15 · Other assets

    beginning of year $1,574,292 · end of year $934,259

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,031,061 · end of year $27,002,357

  • 19 · Deferred revenue

    beginning of year $5,431,846 · end of year $3,645,201

  • 24 · Unsecured notes and loans payable

    beginning of year $8,687,335 · end of year $7,942,335

  • 25 · Other liabilities

    beginning of year $1,592,010 · end of year $946,205

  • 27 · Net assets without donor restrictions

    beginning of year $12,662,165 · end of year $13,664,108

  • 28 · Net assets with donor restrictions

    beginning of year $2,538,649 · end of year $1,185,938

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

SURA'S MISSION IS TO ADVANCE SCIENTIFIC AND ENGINEERING RESEARCH FOR THE NATION BY ACCELERATING DISCOVERY, INNOVATION, AND REAL-WORLD IMPACT ACROSS GOVERNMENT AGENCIES, ACADEMIC INSTITUTIONS, AND NATIONAL LABORATORIES

  • 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 $179,789,557 · Grants $15,000 · Revenue $242,290,543

As filed on the 2024 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 Hearne

    PRESIDENT & CEO

    Total calculated
    $545,527
    From this org
    $512,443
    From related orgs
    $0
    Other
    $33,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $510,886
    Bonus
    $0
    Other
    $1,557
    Deferred
    $31,500
    Nontaxable benefits
    $1,584
    Filer's total
    $545,527

  • Elizabeth Lawson

    CHIEF GOV. OFFICER

    Total calculated
    $303,074
    From this org
    $262,291
    From related orgs
    $0
    Other
    $40,783
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,875
    Bonus
    $0
    Other
    $7,416
    Deferred
    $23,606
    Nontaxable benefits
    $17,177
    Filer's total
    $303,074

  • William A Jones Jr

    CHIEF FINANCIAL OFFICER

    Total calculated
    $246,158
    From this org
    $224,380
    From related orgs
    $0
    Other
    $21,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,517
    Bonus
    $0
    Other
    $863
    Deferred
    $20,194
    Nontaxable benefits
    $1,584
    Filer's total
    $246,158

  • David Dean

    DEP. DIR. FOR SCIENCE & TECH.

    Total calculated
    $471,541
    From this org
    $405,830
    From related orgs
    $0
    Other
    $65,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $403,454
    Bonus
    $0
    Other
    $2,376
    Deferred
    $31,050
    Nontaxable benefits
    $34,661
    Filer's total
    $471,541

  • Allison F Lung

    PROJECT ASSURANCE OFFICER

    Total calculated
    $416,711
    From this org
    $372,440
    From related orgs
    $0
    Other
    $44,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,868
    Bonus
    $0
    Other
    $4,572
    Deferred
    $31,050
    Nontaxable benefits
    $13,221
    Filer's total
    $416,711

  • Johnathon Huff

    DEPUTY LAB DIRECTOR & COO

    Total calculated
    $412,504
    From this org
    $367,978
    From related orgs
    $0
    Other
    $44,526
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,618
    Bonus
    $0
    Other
    $360
    Deferred
    $31,050
    Nontaxable benefits
    $13,476
    Filer's total
    $412,504

  • Amber Boehnlein

    ASSOCIATE DIRECTOR

    Total calculated
    $373,159
    From this org
    $320,692
    From related orgs
    $0
    Other
    $52,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,316
    Bonus
    $0
    Other
    $2,376
    Deferred
    $28,649
    Nontaxable benefits
    $23,818
    Filer's total
    $373,159

  • Andrei Seryi

    ASSOCIATE DIRECTOR

    Total calculated
    $367,449
    From this org
    $312,176
    From related orgs
    $0
    Other
    $55,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,800
    Bonus
    $0
    Other
    $2,376
    Deferred
    $28,644
    Nontaxable benefits
    $26,629
    Filer's total
    $367,449

  • Cynthia E Keppel Hellman

    ASSOCIATE DIRECTOR

    Total calculated
    $348,828
    From this org
    $302,270
    From related orgs
    $0
    Other
    $46,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,894
    Bonus
    $0
    Other
    $2,376
    Deferred
    $27,524
    Nontaxable benefits
    $19,034
    Filer's total
    $348,828

  • Aida Lebbos

    CHIEF LEGAL OFFICER & CORPORATE SECRETARY

    Total calculated
    $274,570
    From this org
    $236,894
    From related orgs
    $0
    Other
    $37,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,285
    Bonus
    $0
    Other
    $1,609
    Deferred
    $21,320
    Nontaxable benefits
    $16,356
    Filer's total
    $274,570

  • Joseph Scarcello

    CHIEF PROGRAMS OFFICERS

    Total calculated
    $261,409
    From this org
    $238,845
    From related orgs
    $0
    Other
    $22,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,429
    Bonus
    $0
    Other
    $2,416
    Deferred
    $21,496
    Nontaxable benefits
    $1,068
    Filer's total
    $261,409

  • Kimberly Sawyer

    LAB DIRECTOR (UNTIL 6/25)

    Total calculated
    $370,565
    From this org
    $342,767
    From related orgs
    $0
    Other
    $27,798
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,329
    Bonus
    $40,000
    Other
    $5,438
    Deferred
    $27,078
    Nontaxable benefits
    $720
    Filer's total
    $370,565

  • Jens Dilling

    LAB DIRECTOR (AS OF 7/25)

    Total calculated
    $282,067
    From this org
    $258,594
    From related orgs
    $0
    Other
    $23,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,594
    Bonus
    $0
    Other
    $0
    Deferred
    $23,273
    Nontaxable benefits
    $200
    Filer's total
    $282,067

  • Robert T May

    SPECIAL SCIENTIST

    Total calculated
    $335,143
    From this org
    $275,129
    From related orgs
    $0
    Other
    $60,014
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,557
    Bonus
    $0
    Other
    $4,572
    Deferred
    $25,353
    Nontaxable benefits
    $34,661
    Filer's total
    $335,143

  • Jianwei Qui

    ASSOCIATE DIRECTOR

    Total calculated
    $333,936
    From this org
    $298,559
    From related orgs
    $0
    Other
    $35,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,987
    Bonus
    $0
    Other
    $4,572
    Deferred
    $26,892
    Nontaxable benefits
    $8,485
    Filer's total
    $333,936

  • Krishna Padiyar

    SPECIAL SCIENTIST

    Total calculated
    $348,432
    From this org
    $287,365
    From related orgs
    $0
    Other
    $61,067
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,537
    Bonus
    $0
    Other
    $828
    Deferred
    $27,103
    Nontaxable benefits
    $33,964
    Filer's total
    $348,432

  • Rolf Ent

    SPECIAL SCIENTIST

    Total calculated
    $337,928
    From this org
    $285,537
    From related orgs
    $0
    Other
    $52,391
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,161
    Bonus
    $0
    Other
    $2,376
    Deferred
    $26,294
    Nontaxable benefits
    $26,097
    Filer's total
    $337,928

  • James Fast

    SPECIAL SCIENTIST

    Total calculated
    $330,942
    From this org
    $278,421
    From related orgs
    $0
    Other
    $52,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,873
    Bonus
    $0
    Other
    $1,548
    Deferred
    $25,892
    Nontaxable benefits
    $26,629
    Filer's total
    $330,942

  • Stuart Henderson

    FORMER LAB DIRECTOR (UNTIL 7/24)

    Total calculated
    $1,249,125
    From this org
    $1,165,153
    From related orgs
    $0
    Other
    $83,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $487,309
    Bonus
    $0
    Other
    $677,844
    Deferred
    $62,550
    Nontaxable benefits
    $21,422
    Filer's total
    $1,249,125

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
  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINE 4A
THE ORGANIZATION PAID SEVERANCE TO THE FOLLOWING INDIVIDUAL(S) LISTED IN PART VII AND SCHEDULE J. THE SEVERANCE AMOUNT HAS BEEN INCLUDED IN COMPENSATION REPORTED IN THESE SECTIONS: STUART HENDERSON - $676,260

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

  • VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY

    $15,000

    JSA RESEARCH GRANT

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 $245,152,587 · assets $29,340,233

    Directly controlled by SURA

  • SURATECH LLC

    RESEARCH · VA · income $0 · assets $0

    Directly controlled by SURA

Provenance

Return type
form_990
Tax year
2024
Filed
31 July 2026
IRS schema version
2024v5.5
Source object
202612189349301801

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