SOUTHERN RESEARCH INSTITUTE Charity Report

Public IRS 990 nonprofit record

SOUTHERN RESEARCH INSTITUTE

EIN 63-0288868 · Science & Technology (U330)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $70.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

69.26%of revenue went to mission work70.0% of expenses · Program services

$98.91spent for every $100 of revenueRevenue covered expenses this year.

29.65%of revenue went to management and office costs30.0% of expenses

$4.79in assets for every $1 spent this yearSome assets cannot be spent right away.

28.4%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $445,261 for JOSHUA CARPENTER (PRESIDENT AND CEO (THRU 12/24)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$50,381,130

Mission workProgram services$34,893,55569.26% of revenue70.0% of expenses

ManagementOffice and general costs$14,936,60129.65% of revenue30.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$550,9741.09% of revenueShown in gray on the chart

Total expenses$49,830,15698.91% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 70.0% mission · 30.0% management · 0.0% fundraisingTotal expenses: 98.91% of revenue

2023Expense mix: 75.9% mission · 24.1% management · 0.0% fundraisingTotal expenses: 112.47% of revenue

2022Expense mix: 77.4% mission · 22.6% management · 0.0% fundraisingTotal expenses: 38.17% of revenue

2021Expense mix: 75.7% mission · 24.3% management · 0.0% fundraisingTotal expenses: 90.03% of revenue

Money in and money out

Revenue$50,381,130

Expenses$49,830,156

Annual surplus $550,974 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$34,893,555 · 70.0% of expenses

Management and office costs$14,936,601 · 30.0% of expenses

See all reported dollar amounts

Revenue$50,381,130

Expenses$49,830,156

Assets$238,738,191

Income$53,805,784

Contributions$14,326,793

Mission work (program services)$34,893,555

Management and general$14,936,601

Stocks and bonds$69,618,965

Accounting fees$255,302

Investing fees$172,709

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOSHUA CARPENTERPRESIDENT AND CEO (THRU 12/24) · 40 hrs/week $445,261Base $412,848 · Other $32,413

OLIVER HAMPTONCHIEF DATA OFFICER · 40 hrs/week $416,742Base $383,042 · Other $33,700

CORRINE AUGELLI-SZAFRANVP SCIENTIFIC PLATFORMS · 40 hrs/week $296,378Base $291,552 · Other $4,826

KHALILAH BROWNCHIEF MEDICAL OFFICER · 40 hrs/week $287,113Base $247,279 · Other $39,834

DAVID RUTLEDGESENIOR ADVISOR OF FINANCE · 40 hrs/week $286,108Base $253,474 · Other $32,634

MONICA W MASONINTERIM VP CRO SERVICES · 40 hrs/week $279,351Base $238,113 · Other $41,238

FUSATAKA KOIDEDIRECTOR OF BUSINESS DEVELOPMENT · 40 hrs/week $275,868Base $241,585 · Other $34,283

HARRY LEDEBUR JRCHIEF OPERATING OFFICER · 40 hrs/week $262,771Base $232,271 · Other $30,500

LESTER SMITH JRCHIEF FINANCIAL OFFICER (THRU 6/24) · 40 hrs/week $257,925Base $227,390 · Other $30,535

MARIANNE P NURRESR. CONTROLLER · 40 hrs/week $233,068Base $201,521 · Other $31,547

ANNA BRANTLEY FRYVP OF PEOPLE AND COMMUNITY (THRU 6/24) · 40 hrs/week $231,469Base $211,854 · Other $19,615

JENNIFER PICKENSDIRECTOR OF INFECTIOUS DISEASE · 40 hrs/week $222,860Base $194,308 · Other $28,552

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

JOSHUA CARPENTERPRESIDENT AND CEO (THRU 12/24)

OLIVER HAMPTONCHIEF DATA OFFICER

CORRINE AUGELLI-SZAFRANVP SCIENTIFIC PLATFORMS

KHALILAH BROWNCHIEF MEDICAL OFFICER

DAVID RUTLEDGESENIOR ADVISOR OF FINANCE

MONICA W MASONINTERIM VP CRO SERVICES

FUSATAKA KOIDEDIRECTOR OF BUSINESS DEVELOPMENT

HARRY LEDEBUR JRCHIEF OPERATING OFFICER

LESTER SMITH JRCHIEF FINANCIAL OFFICER (THRU 6/24)

MARIANNE P NURRESR. CONTROLLER

ANNA BRANTLEY FRYVP OF PEOPLE AND COMMUNITY (THRU 6/24)

JENNIFER PICKENSDIRECTOR OF INFECTIOUS DISEASE

RICARDO BRITOCHIEF OF STAFF

ABISHEK KULSHRESHTHACHIEF BUSINESS OFFICER (THRU 3/24)

RAY COLEMAN LOPERINTERIM CEO & CFO

CHRISTOPHER S BROWN PHDDIRECTOR

RAY WATTSCHAIRMAN

SID J TRANTINTERIM DIRECTOR

ANUPAM AGARWALDIRECTOR

FINIS ST JOHN VIDIRECTOR (THRU 4/24)

LEE STYSLINGER IIIDIRECTOR

KEN SIMONDIRECTOR

MIKE BROCKDIRECTOR

JEFFREY PEOPLESDIRECTOR

NEEL VARSHNEYDIRECTOR

JAMEY MCMAHONDIRECTOR

GENE RUFFNER PAGE JRVICE CHAIRMAN

REGINA BENJAMINDIRECTOR

BOBBIE KNIGHTDIRECTOR

SCOTT PHELPSDIRECTOR

About this charity

Recognized since: January 1945
Location: 2000 NINTH AVENUE SOUTH, BIRMINGHAM, AL 352052708
County: Jefferson
In care of: ALAN SPEAR
Primary officer: ALAN SPEAR, CFO

How to reach them

WebsiteVisit the charity’s website Phone(205) 581-2000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WARREN AVERETT LLC
NTEE classification: Science & Technology (U330)