Form 990 for tax year 2023
Filed by SOUTH ALABAMA MEDICAL SCIENCE FOUNDATION.
Totals
- Total revenue
- $1,814,318
- Total expenses
- $1,275,393
- Contributions and grants received
- $0
- Grants paid
- $20,335
- Program service revenue
- $1,308,175
- Investment income
- $357,767
- Other revenue
- $148,376
- Total assets, end of year
- $13,237,399
- Total liabilities, end of year
- $69,469
- Net assets or fund balances, end of year
- $13,167,930
- Program services expenses (Part IX)
- $1,124,830
- Management and general expenses
- $150,563
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,124,830
Program services were 88.2% 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.
-
2a · Program service revenue: SCIENTIFIC TESTING & RESEARCH
total $1,036,108 · related or exempt $1,036,108
-
2b · Program service revenue: EDUCATION PROGRAM SUPPORT
total $160,818 · related or exempt $160,818
-
2c · Program service revenue: EDUCATION PROGRAM SUPPORT
total $111,249 · unrelated business $111,249
-
3 · Investment income
total $317,021 · excluded $317,021
-
5 · Royalties
total $2,261 · excluded $2,261
-
7a · Gross sales of assets other than inventory
securities $351,743
-
7b · Less cost or other basis and sales expenses
securities $310,997
-
7c · Gain or loss
securities $40,746
-
7d · Net gain or loss
total $40,746 · excluded $40,746
-
11a · Other revenue: DEPOSITION REVENUE
total $73,600 · related or exempt $73,600
-
11b · Other revenue: AUTOPSY REVENUE
total $55,750 · related or exempt $55,750
-
11c · Other revenue: OTHER MISCELLANEOUS PROJECTS
total $16,765 · related or exempt $16,765
-
11e · Other revenue, total
$146,115
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $20,335 · program services $20,335
-
11b · Fees: legal
total $40,333 · program services $40,333
-
11d · Fees: lobbying
total $27,897 · management and general $27,897
-
11g · Fees: other
total $448,927 · program services $448,927
-
12 · Advertising and promotion
total $21,799 · program services $21,799
-
13 · Office expenses
total $89,578 · management and general $89,578
-
14 · Information technology
total $31,893 · management and general $31,893
-
17 · Travel
total $74,600 · program services $74,600
-
19 · Conferences, conventions and meetings
total $281,543 · program services $281,543
-
23 · Insurance
total $5,993 · program services $5,993
-
24a · Other expenses: REIMBURSEMENT TO USA
total $227,461 · program services $227,461
-
24b · Other expenses: MEDICAL / LAB SUPPLIES
total $3,839 · program services $3,839
-
24c · Other expenses: DISTRIBUTION OF ROYALTIES
total $1,195 · management and general $1,195
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,219,234 · end of year $1,128,046
-
2 · Savings and temporary cash investments
beginning of year $1,700,145 · end of year $2,471,235
-
3 · Pledges and grants receivable
beginning of year $103,364 · end of year $252,886
-
9 · Prepaid expenses and deferred charges
beginning of year $2,920 · end of year $3,073
-
11 · Investments: publicly traded securities
beginning of year $6,058,355 · end of year $7,617,769
-
12 · Investments: other securities
beginning of year $1,058,075 · end of year $1,574,806
-
15 · Other assets
beginning of year $180,302 · end of year $189,584
-
17 · Accounts payable and accrued expenses
beginning of year $41,029 · end of year $36,494
-
19 · Deferred revenue
beginning of year $21,750 · end of year $32,975
-
27 · Net assets without donor restrictions
beginning of year $11,030,774 · end of year $12,939,088
-
28 · Net assets with donor restrictions
beginning of year $228,842 · end of year $228,842
Mission and programs · 2023
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 $735,169 · Grants $20,335 · Revenue $1,036,108
-
EDUCATIONAL ACTIVITIES HELD IN SUPPORT OF THE UNIVERSITY OF SOUTH ALABAMA HEALTH SYSTEM'S EDUCATION MISSION.
Expenses $389,661 · Revenue $272,067
As filed on the 2023 return.
Listed in Part VII
-
Jo BonnerJO BONNER
PRESIDENT US
- Total calculated
- $745,863
- From this org
- $0
- From related orgs
- $682,921
- Other
- $62,942
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $681,365 related
- Bonus
- not reported
- Other
- not reported + $1,556 related
- Deferred
- not reported + $48,316 related
- Nontaxable benefits
- not reported + $14,626 related
- Filer's total
- not reported + $745,863 related
-
John V Marymont MD MBAJOHN V MARYMONT MD MBA
VP MED AFF/
- Total calculated
- $884,515
- From this org
- $0
- From related orgs
- $829,234
- Other
- $55,281
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- not reported + $826,317 related
- Bonus
- not reported
- Other
- not reported + $2,917 related
- Deferred
- not reported + $40,655 related
- Nontaxable benefits
- not reported + $14,626 related
- Filer's total
- not reported + $884,515 related
-
Christopher Davies PhDCHRISTOPHER DAVIES PHD
ASSOC DEAN,
- Total calculated
- $368,084
- From this org
- $0
- From related orgs
- $319,381
- Other
- $48,703
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $317,742 related
- Bonus
- not reported
- Other
- not reported + $1,639 related
- Deferred
- not reported + $34,077 related
- Nontaxable benefits
- not reported + $14,626 related
- Filer's total
- not reported + $368,084 related
-
Jonathan G Scammell PhDJONATHAN G SCAMMELL PHD
CHAIR USA CO
- Total calculated
- $334,895
- From this org
- $0
- From related orgs
- $290,807
- Other
- $44,088
Schedule J breakdown matched by us
- Base
- not reported + $289,981 related
- Bonus
- not reported
- Other
- not reported + $826 related
- Deferred
- not reported + $31,260 related
- Nontaxable benefits
- not reported + $12,828 related
- Filer's total
- not reported + $334,895 related
-
Richard Honkanen PhDRICHARD HONKANEN PHD
CHAIR USA BI
- Total calculated
- $376,920
- From this org
- $0
- From related orgs
- $322,146
- Other
- $54,774
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $319,574 related
- Bonus
- not reported
- Other
- not reported + $2,572 related
- Deferred
- not reported + $39,380 related
- Nontaxable benefits
- not reported + $15,394 related
- Filer's total
- not reported + $376,920 related
-
Kevin Macaluso PhDKEVIN MACALUSO PHD
CHAIR USA MI
- Total calculated
- $366,814
- From this org
- $0
- From related orgs
- $316,643
- Other
- $50,171
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $315,717 related
- Bonus
- not reported
- Other
- not reported + $926 related
- Deferred
- not reported + $35,545 related
- Nontaxable benefits
- not reported + $14,626 related
- Filer's total
- not reported + $366,814 related
-
Mark N Gillespie PhDMARK N GILLESPIE PHD
CHAIR, USA P
- Total calculated
- $382,274
- From this org
- $0
- From related orgs
- $327,944
- Other
- $54,330
Schedule J breakdown matched by us
- Base
- not reported + $322,313 related
- Bonus
- not reported
- Other
- not reported + $5,631 related
- Deferred
- not reported + $38,936 related
- Nontaxable benefits
- not reported + $15,394 related
- Filer's total
- not reported + $382,274 related
-
Troy Stevens PhDTROY STEVENS PHD
CHAIR USA PH
- Total calculated
- $406,981
- From this org
- $0
- From related orgs
- $354,711
- Other
- $52,270
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $351,783 related
- Bonus
- not reported
- Other
- not reported + $2,928 related
- Deferred
- not reported + $36,876 related
- Nontaxable benefits
- not reported + $15,394 related
- Filer's total
- not reported + $406,981 related
-
Kristen RobertsKRISTEN ROBERTS
VP USA FINAN
- Total calculated
- $313,053
- From this org
- $0
- From related orgs
- $266,904
- Other
- $46,149
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $266,579 related
- Bonus
- not reported
- Other
- not reported + $325 related
- Deferred
- not reported + $31,441 related
- Nontaxable benefits
- not reported + $14,708 related
- Filer's total
- not reported + $313,053 related
-
Polly StokleyPOLLY STOKLEY
VP USA FINAN
- Total calculated
- $347,757
- From this org
- $75,900
- From related orgs
- $241,970
- Other
- $29,887
Schedule J breakdown matched by us
- Base
- not reported + $241,028 related
- Bonus
- not reported
- Other
- $75,900 + $942 related
- Deferred
- not reported + $22,190 related
- Nontaxable benefits
- not reported + $7,697 related
- Filer's total
- $75,900 + $271,857 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
-
Elizabeth FreemanELIZABETH FREEMAN
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
- 4 + 36 related
-
Susan SansingSUSAN SANSING
TREASURER
- Total calculated
- $321,566
- From this org
- $0
- From related orgs
- $275,128
- Other
- $46,438
Schedule J breakdown matched by us
- Base
- not reported + $274,423 related
- Bonus
- not reported
- Other
- not reported + $705 related
- Deferred
- not reported + $35,021 related
- Nontaxable benefits
- not reported + $11,417 related
- Filer's total
- not reported + $321,566 related
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
-
$16,960
CHARITABLE CONTRB
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
- 2023
- Filed
- 7 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202502209349301420
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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