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SOUTHERN RESEARCH INSTITUTE

EIN 63-0288868 BIRMINGHAM, AL

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.

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 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 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 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 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 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 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 Benjamin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Brock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bobbie Knight

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jamey McMahon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gene Ruffner Page Jr

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Peoples

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Scott Phelps

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ken Simon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lee Styslinger III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Neel Varshney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joshua 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-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 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 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 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 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 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 Loper

    INTERIM CEO & CFO

    Total calculated
    $104,550
    From this org
    $104,434
    From related orgs
    $0
    Other
    $116
    Hours/week
    32
  • Lester 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

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

Declared as related by

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.