- Revenue 2024
- $50,381,130
- Expenses 2024
- $49,830,156
Program services were 70.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- U330
- Classification
- 8000
- Street
- 2000 9TH AVE S
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
SOUTHERN RESEARCH INSTITUTE VEBA
EIN 56-2439567
Mission and programs · 2024
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.
Activities or mission (Part I)
TO OFFER RESEARCH & TECHNOLOGY SERVICES TO SUPPORT INDUSTRY AND FEDERAL GOVERNMENT AGENCIES. TO BE OPERATED FOR THE BENEFIT OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM.
-
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
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Sid J TrantSID J TRANT
INTERIM DIRECTOR
- Total calculated
- $900,706
- From this org
- $0
- From related orgs
- $809,255
- Other
- $91,451
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $724,387 related
- Bonus
- $0 + $56,114 related
- Other
- $0 + $28,754 related
- Deferred
- $0 + $65,127 related
- Nontaxable benefits
- $0 + $26,324 related
- Filer's total
- $0 + $900,706 related
-
Abishek KulshreshthaABISHEK KULSHRESHTHA
CHIEF BUSINESS OFFICER (THRU 3/24)
- Total calculated
- $149,106
- From this org
- $144,437
- From related orgs
- $0
- Other
- $4,669
- Hours/week
- 40
-
Finis St John VIFINIS ST JOHN VI
DIRECTOR (THRU 4/24)
- Total calculated
- $580,377
- From this org
- $0
- From related orgs
- $528,964
- Other
- $51,413
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $386,116 related
- Bonus
- $0 + $105,000 related
- Other
- $0 + $37,848 related
- Deferred
- $0 + $47,940 related
- Nontaxable benefits
- $0 + $3,692 related
- Filer's total
- $0 + $580,596 related
-
Ray WattsRAY WATTS
CHAIRMAN
- Total calculated
- $809,164
- From this org
- $0
- From related orgs
- $713,777
- Other
- $95,387
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $566,135 related
- Bonus
- $0 + $134,540 related
- Other
- $0 + $13,102 related
- Deferred
- $0 + $93,051 related
- Nontaxable benefits
- $0 + $2,336 related
- Filer's total
- $0 + $809,164 related
-
Christopher S Brown PhDCHRISTOPHER S BROWN PHD
DIRECTOR
- Total calculated
- $525,178
- From this org
- $0
- From related orgs
- $423,918
- Other
- $101,260
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $404,667 related
- Bonus
- $0 + $13,240 related
- Other
- $0 + $6,011 related
- Deferred
- $0 + $87,251 related
- Nontaxable benefits
- $0 + $14,008 related
- Filer's total
- $0 + $525,177 related
-
Anupam AgarwalANUPAM AGARWAL
DIRECTOR
- Total calculated
- $308,357
- From this org
- $0
- From related orgs
- $247,001
- Other
- $61,356
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $242,301 related
- Bonus
- $0 + $1,240 related
- Other
- $0 + $3,460 related
- Deferred
- $0 + $56,346 related
- Nontaxable benefits
- $0 + $5,010 related
- Filer's total
- $0 + $308,357 related
-
Regina BenjaminREGINA BENJAMIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike BrockMIKE BROCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bobbie KnightBOBBIE KNIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jamey McMahonJAMEY MCMAHON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gene Ruffner Page JrGENE RUFFNER PAGE JR
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey PeoplesJEFFREY PEOPLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott PhelpsSCOTT PHELPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ken SimonKEN SIMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lee Styslinger IIILEE STYSLINGER III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Neel VarshneyNEEL VARSHNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joshua CarpenterJOSHUA CARPENTER
PRESIDENT AND CEO (THRU 12/24)
- Total calculated
- $445,261
- From this org
- $412,848
- From related orgs
- $0
- Other
- $32,413
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $342,257
- Bonus
- $0
- Other
- $70,591
- Deferred
- $14,000
- Nontaxable benefits
- $18,413
- Filer's total
- $445,261
-
Corrine Augelli-SzafranCORRINE AUGELLI-SZAFRAN
VP SCIENTIFIC PLATFORMS
- Total calculated
- $296,378
- From this org
- $291,552
- From related orgs
- $0
- Other
- $4,826
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $287,361
- Bonus
- $0
- Other
- $4,191
- Deferred
- $0
- Nontaxable benefits
- $4,826
- Filer's total
- $296,378
-
David RutledgeDAVID RUTLEDGE
SENIOR ADVISOR OF FINANCE
- Total calculated
- $286,108
- From this org
- $253,474
- From related orgs
- $0
- Other
- $32,634
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $239,544
- Bonus
- $0
- Other
- $13,930
- Deferred
- $10,366
- Nontaxable benefits
- $22,268
- Filer's total
- $286,108
-
Monica W MasonMONICA W MASON
INTERIM VP CRO SERVICES
- Total calculated
- $279,351
- From this org
- $238,113
- From related orgs
- $0
- Other
- $41,238
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,807
- Bonus
- $0
- Other
- $32,306
- Deferred
- $30,500
- Nontaxable benefits
- $10,738
- Filer's total
- $279,351
-
Ricardo BritoRICARDO BRITO
CHIEF OF STAFF
- Total calculated
- $201,797
- From this org
- $187,879
- From related orgs
- $0
- Other
- $13,918
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,083
- Bonus
- $0
- Other
- $11,796
- Deferred
- $11,400
- Nontaxable benefits
- $2,518
- Filer's total
- $201,797
-
Harry Ledebur JrHARRY LEDEBUR JR
CHIEF OPERATING OFFICER
- Total calculated
- $262,771
- From this org
- $232,271
- From related orgs
- $0
- Other
- $30,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,692
- Bonus
- $0
- Other
- $67,579
- Deferred
- $30,500
- Nontaxable benefits
- $0
- Filer's total
- $262,771
-
Anna Brantley FryANNA BRANTLEY FRY
VP OF PEOPLE AND COMMUNITY (THRU 6/24)
- Total calculated
- $231,469
- From this org
- $211,854
- From related orgs
- $0
- Other
- $19,615
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $109,960
- Bonus
- $0
- Other
- $101,894
- Deferred
- $4,790
- Nontaxable benefits
- $14,825
- Filer's total
- $231,469
-
Ray Coleman LoperRAY COLEMAN LOPER
INTERIM CEO & CFO
- Total calculated
- $104,550
- From this org
- $104,434
- From related orgs
- $0
- Other
- $116
- Hours/week
- 32
-
Lester Smith JrLESTER SMITH JR
CHIEF FINANCIAL OFFICER (THRU 6/24)
- Total calculated
- $257,925
- From this org
- $227,390
- From related orgs
- $0
- Other
- $30,535
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $102,258
- Bonus
- $0
- Other
- $125,132
- Deferred
- $18,690
- Nontaxable benefits
- $11,845
- Filer's total
- $257,925
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $50,381,130
- Expenses
- $49,830,156
- Contributions
- $14,326,793
- Grants paid
- $0
-
2023
- Revenue
- $49,759,960
- Expenses
- $55,964,770
- Contributions
- $7,258,198
- Grants paid
- $0
-
2022
- Revenue
- $149,651,608
- Expenses
- $57,118,873
- Contributions
- $45,128,927
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $85,654,710
- Expenses
- $77,111,881
- Assets (EOY)
- $124,270,036
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2015 · 990
- Revenue
- $69,876,766
- Expenses
- $84,126,126
- Assets (EOY)
- $144,792,189
-
2014 · 990
- Revenue
- $81,265,192
- Expenses
- $84,484,292
- Assets (EOY)
- $167,251,936
-
2013 · 990
- Revenue
- $73,395,573
- Expenses
- $85,958,115
- Assets (EOY)
- $162,211,549
-
2012 · 990
- Revenue
- not reported
- Expenses
- $88,692,262
- Assets (EOY)
- $167,676,173
-
2011 · 990
- Revenue
- not reported
- Expenses
- $86,406,734
- Assets (EOY)
- $170,558,689
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$39,603
2022 GLOBAL HEALTH
-
2024 COMMUNITY IMPROVEMENT & CAPACITY BUILDING, ENVIRONMENT
-
$6,600
2023 CLINICAL TRIALS RESEARCH
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
UNIVERSITY OF ALABAMA AT BIRMINGHAM
HIGHER EDUCATON FACILITY · AL
-
SOUTHERN RESEARCH INSTITUTE VEBA
501(C)(9) · VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION · AL
-
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA
HIGHER EDUCATON FACILITY · AL
Declared as related by
-
SOUTHERN RESEARCH INSTITUTE VEBA
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.