SOUTHERN RESEARCH INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN RESEARCH INSTITUTE (EIN 63-0288868)
- Tax period
- 2011-01-01 to 2011-12-30
- Filed
- 2012-11-14
- IRS object ID
- 201243199349306619
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T17:02:35-06:00 | Timestamp |
| Tax Period End Date | 2011-12-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454084437 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ACTON ROAD | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630288868 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2055812000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NINTH AVENUE SOUTH | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352555305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID RUTLEDGE | Name |
| Title | CFO | Title |
| Phone | 2055812000 | Phone |
| Date Signed | 2012-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JC ROUSE | Name |
| PTIN | P00081132 | PTIN |
| Phone | 2059794100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID RUTLEDGE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NINTH AVENUE SOUTH | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352555305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 91660993 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SOUTHERNRESEARCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | TO OFFER RESEARCH & TECHNOLOGY SERVICES TO SUPPORT INDUSTRY AND FEDERAL GOVERNMENT AGENCIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 574 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 720254 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -459993 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 76822 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 410472 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 89828510 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 89724925 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6077038 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1280880 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23075 | OtherRevenuePriorYear |
| Other Revenue Current Year | -17732 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 96005445 | TotalRevenuePriorYear |
| Total Revenue Current Year | 91398545 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 39150 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 44843 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 44423338 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 42372079 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 41735946 | OtherExpensePriorYear |
| Other Expenses Current Year | 43989812 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 86198434 | TotalExpensesPriorYear |
| Total Expenses Current Year | 86406734 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9807011 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4991811 | RevenuesLessExpensesCY |
| Total Assets BOY | 165483524 | TotalAssetsBOY |
| Total Assets EOY | 170558689 | TotalAssetsEOY |
| Total Liabilities BOY | 36488102 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 38103201 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 128995422 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 132455488 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO OFFER RESEARCH AND TECHNOLOGY SERVICES TO SUPPORT THE LIFE SCIENCES, ENGINEERING, ENERGY, AND ENVIRONMENTAL PROTECTION INDUSTRIES. THE ORGANIZATION PURSUES ENTREPRENEURIAL AND COLLABORATIVE INITIATIVES TO DEVELOP AND MAINTAIN A PIPLELINE OF INTELLECTUAL PROPERTY AND INNOVATIVE TECHNOLOGIES THAT CONTRIBUTE TO THE GROWTH OF THE ORGANIZATION AND POSITIVELY IMPACT REAL-WORLD PROBLEMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 27124939 | Expense |
| Description | DRUG DEVELOPMENT 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27450176 | Expense |
| Description | THE ENGINEERING DIVISION DEVELOPS ENGINEERING SOLUTIONS TO COMPLEX PROBLEMS THROUGH CHARACTERIZING THE MECHANICAL, THERMAL, PHYSICAL, AND CHEMICAL PROPERTIES OF ADVANCED MATERIALS. THE ENGINEERING DIVISION IS ALSO DEVELOPING NEW, LOW-COST PROCESSES TO PRODUCE CARBON/CARBON AND POLYMER MATRIX COMPOSITE MATERIALS AND AEROGELS (ULTRA-LIGHT FOAM), AS WELL AS PROCESSING METHODS TO FABRICATE THESE MATERIALS FOR A WIDE VARIETY OF APPLICATIONS FROM AUTOMOTIVE AND RECREATIONAL PRODUCTS TO THE MOST ADVANCED AEROSPACE APPLICATIONS. SOUTHERN RESEARCH INSTITUTE ALSO PROVIDES ENVIRONMENTAL RESEARCH AND SERVICES TO GOVERNMENT, INDUSTRY, AND PRIVATE INSTITUTIONS. THE RESEARCH HAS LED TO THE DEVELOPMENT OF NEW TEST METHODS AND INSTRUMENTS, THE IMPROVEMENT OF PROCESS AND EMISSION CONTROL TECHNOLOGIES, SOLUTIONS TO DAUNTING NEW ENVIRONMENTAL CHALLENGES, AND OTHER IMPORTANT CONTRIBUTIONS TO ENVIRONMENTAL SCIENCES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13950209 | Expense |
| Description | DRUG DISCOVERY 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 DRUG DISCOVERY 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 DRUG DISCOVERY 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 68525324 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 135 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 574 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID RUTLEDGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2055812000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NINTH AVENUE SOUTH | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 352555305 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CAROL Z GARRISON | |||||||
| CHAIRMAN | 1.00 | X | 0 | 616814 | 129548 | ||
| SHIRLEY SALLOWAY KAHN | |||||||
| SECRETARY | 1.00 | X | 0 | 353522 | 83182 | ||
| RICHARD L MARGISON | |||||||
| TREASURER | 1.00 | X | 0 | 385095 | 69519 | ||
| H CORBIN DAY | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| WILLIAM W FEATHERINGILL | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| CHARLES K PORTER | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| MALCOLM PORTERA | |||||||
| DIRECTOR | 1.00 | X | 0 | 634085 | 115239 | ||
| FOURNIER J GALE III | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| CHARLES MCCRARY | |||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | ||
| JOHN A SECRIST III PHD | |||||||
| PRESIDENT & CEO | 40.00 | 520901 | 0 | 62165 | X | ||
| DAVID A RUTLEDGE | |||||||
| CFO | 40.00 | 276522 | 0 | 58945 | X | ||
| NANCY M GRAY | |||||||
| VP CORPORATE DEVELOPMENT | 40.00 | 290394 | 0 | 45455 | X | ||
| ANDREW D PENMAN | |||||||
| VP DRUG DEVELOPMENT | 40.00 | 335202 | 0 | 39827 | X | ||
| MARK J SUTO | |||||||
| VP DRUG DISCOVERY | 40.00 | 142811 | 0 | 28197 | X | ||
| MICHAEL D JOHNS | |||||||
| VP ENG, ENV & ENERGY | 40.00 | 279772 | 0 | 43476 | X | ||
| ROBERT L MCCLURE | |||||||
| VP HR & ADMIN SVCS | 40.00 | 269594 | 0 | 57929 | X | ||
| BRENDA H EHRENSPERGER | |||||||
| ASSISTANT TREASURER | 40.00 | 178169 | 0 | 32075 | X | ||
| JILL B CORDLE | |||||||
| ASSISTANT TREAS & CONTROLL | 40.00 | 153888 | 0 | 9606 | X | ||
| DAVID W MASON | |||||||
| ASSISTANT SECRETARY | 40.00 | 153626 | 0 | 40587 | X | ||
| WILLIAM B PARKER | |||||||
| DIR, BIOCHEM & MOLECULAR BIO | 40.00 | 212835 | 0 | 34160 | X | ||
| MICHAEL G MURRAY | |||||||
| DIR, IDR & EP | 40.00 | 213430 | 0 | 23910 | X | ||
| MARTIN V JONES | |||||||
| INTERNATIONAL BIOSAFETY SP | 40.00 | 228535 | 0 | 31976 | X | ||
| ANITA T FOWLER | |||||||
| SR RES CHEMIST | 40.00 | 218897 | 0 | 32062 | X | ||
| SCOTT F GELLER | |||||||
| SCIENTIFIC INTEGRATOR | 40.00 | 238408 | 0 | 20820 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3712984 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1989516 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 958678 | TotalOtherCompensation |
| Number Individuals GT100 K | 82 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SLOAN KETTERING INSTITUTE | |||||
| PO BOX 27718 | NEW YORK | NY | 10087 | INTELLECTUAL PROPERTY | 2944102 |
| KELLY SERVICES INC | |||||
| PO BOX 530437 | ATLANTA | GA | 303530437 | TEMPORARY EMPLOYEES | 1709633 |
| SAIC | |||||
| 1710 SAIC DRIVE | MCLEAN | VA | 22102 | SUBCONTRACT SERVICES | 1145417 |
| BRASFIELD & GORRIE CONSTRUCTION | |||||
| 3021 7TH AVENUE SOUTH | BIRMINGHAM | AL | 352333502 | CONSTRUCTION | 1088624 |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||
| 701 20TH STREET SOUTH | BIRMINGHAM | AL | 35205 | SUBCONTRACT SERVICES & TEMPORARY EMPLOYE | 974452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 92 | NumberOfContractorsGT100K |
| All Other Contributions | 410472 | AllOtherContributions |
| Total Contributions | 410472 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| CONTRACTS | 541900 | 79603647 | 78883393 | 720254 | |
| INTELLECTUAL PROPERTY | 541900 | 10121278 | $10,121,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 89724925 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1401414 | TotalRevenueColumn |
| Exclusion | $1,401,414 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3716 | TotalRevenueColumn |
| Exclusion | $3,716 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 66853 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90028 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -23175 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -23175 | TotalRevenueColumn |
| Exclusion | -$23,175 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 48170 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 172420 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -124250 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -124250 | TotalRevenueColumn |
| Exclusion | -$124,250 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5443 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5443 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5443 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91398545 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78888836 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 720254 | UnrelatedBusinessRevenue |
| Exclusion | $11,378,983 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44843 | Total |
| Program Services | 44843 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600879 | Total |
| Program Services | 2080703 | ProgramServices |
| Management And General | 520176 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26635308 | Total |
| Program Services | 21308246 | ProgramServices |
| Management And General | 5327062 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13135892 | Total |
| Program Services | 10508714 | ProgramServices |
| Management And General | 2627178 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1005526 | Total |
| Program Services | 195389 | ProgramServices |
| Management And General | 810137 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190889 | Total |
| Program Services | 152711 | ProgramServices |
| Management And General | 38178 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189325 | Total |
| Program Services | 151460 | ProgramServices |
| Management And General | 37865 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17043 | Total |
| Program Services | 13634 | ProgramServices |
| Management And General | 3409 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10281409 | Total |
| Program Services | 8225127 | ProgramServices |
| Management And General | 2056282 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10287649 | Total |
| Program Services | 8230119 | ProgramServices |
| Management And General | 2057530 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4242173 | Total |
| Program Services | 3393738 | ProgramServices |
| Management And General | 848435 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1253211 | Total |
| Program Services | 1002569 | ProgramServices |
| Management And General | 250642 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410480 | Total |
| Program Services | 328384 | ProgramServices |
| Management And General | 82096 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5912682 | Total |
| Program Services | 4730146 | ProgramServices |
| Management And General | 1182536 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840172 | Total |
| Program Services | 672138 | ProgramServices |
| Management And General | 168034 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OTHER DIRECT COSTS | 3893871 | 3115097 | 778774 |
| EQUIPMENT MAINTENANCE | 2161352 | 1729082 | 432270 |
| DIRECT ANIMAL CARE | 1260772 | 1008618 | 252154 |
| DUES & SUBSCRIPTIONS | 520144 | 416115 | 104029 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1523114 | Total |
| Program Services | 1218491 | ProgramServices |
| Management And General | 304623 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86406734 | Total |
| Program Services | 68525324 | ProgramServices |
| Management And General | 17881410 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21810880 | BOY |
| EOY | 19491889 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9200 | BOY |
| EOY | 344001 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14579579 | BOY |
| EOY | 16811896 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 955270 | BOY |
| EOY | 1031947 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1933802 | BOY |
| EOY | 2140150 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 121157462 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 60614781 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56983078 | BOY |
| EOY | 60542681 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56036566 | BOY |
| EOY | 59998904 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13175149 | BOY |
| EOY | 10197221 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165483524 | BOY |
| EOY | 170558689 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13095531 | BOY |
| EOY | 13077973 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2719431 | BOY |
| EOY | 3274515 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000000 | BOY |
| EOY | 19880000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673140 | BOY |
| EOY | 1870713 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36488102 | BOY |
| EOY | 38103201 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119586048 | BOY |
| EOY | 123113393 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9409374 | BOY |
| EOY | 9342095 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128995422 | BOY |
| EOY | 132455488 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165483524 | BOY |
| EOY | 170558689 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4991811 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1531745 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 160834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 96769 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 99615 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 410472 | CurrentTaxYear |
| Total | 844512 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71594704 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74184779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 81844503 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 88959262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89004671 | CurrentTaxYear |
| Total | 405587919 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4519 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57345 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7234 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5443 | CurrentTaxYear |
| Total | 74912 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71760057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74338893 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 81944489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89043318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89420586 | CurrentTaxYear |
| Total | 406507343 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 406507343 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1982005 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1449548 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1183992 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1347741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1471983 | CurrentTaxYear |
| Total | 7435269 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4792556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5608133 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1808949 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 869248 | CurrentTaxYearMinus1Year |
| Current Tax Year | 720254 | CurrentTaxYear |
| Total | 13799140 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6774561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7057681 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2992941 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2216989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2192237 | CurrentTaxYear |
| Total | 21234409 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78534618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 81396574 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84937430 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 91260307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 91612823 | CurrentTaxYear |
| Total | 427741752 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95040 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94540 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04960 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05460 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $10,144 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $189,325 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 199469 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | DURING THE YEAR, SRI CONTRACTED WITH THIRD PARTIES TO MONITOR AND EVALUATE VARIOUS LEGISLATIVE ISSUES. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9409374 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -48953 | InvestmentEarningsOrLosses |
| Administrative Expenses | 18326 | AdministrativeExpenses |
| End Of Year Balance | 9342095 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8180761 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1246975 | InvestmentEarningsOrLosses |
| Administrative Expenses | 18362 | AdministrativeExpenses |
| End Of Year Balance | 9409374 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6860965 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1566975 | InvestmentEarningsOrLosses |
| Other Expenditures | 230000 | OtherExpenditures |
| Administrative Expenses | 17179 | AdministrativeExpenses |
| End Of Year Balance | 8180761 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8892035 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1993440 | InvestmentEarningsOrLosses |
| Administrative Expenses | 37630 | AdministrativeExpenses |
| End Of Year Balance | 6860965 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6653260 | OtherCostOrOtherBasis |
| Book Value | 6653260 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60512884 | OtherCostOrOtherBasis |
| Depreciation | 32077383 | Depreciation |
| Book Value | 28435501 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1071376 | OtherCostOrOtherBasis |
| Depreciation | 961100 | Depreciation |
| Book Value | 110276 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45262704 | OtherCostOrOtherBasis |
| Depreciation | 27576298 | Depreciation |
| Book Value | 17686406 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7657238 | OtherCostOrOtherBasis |
| Book Value | 7657238 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 60542681 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| PATENTS, NET OF ACCUMULATED AMORTIZATION | 2282946 |
| OTHER RECEIVABLES | 6627541 |
| GOODWILL | 50000 |
| CAPITALIZED VACCINE COSTS | 22824 |
| BOND ISSUE COSTS | 148734 |
| DEFERRED OUTFLOW - INTEREST RATE SWAP | 1065176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10197221 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POST RETIREMENT BENEFITS | $805,537 |
| DERIVATIVE INSTRUMENT - INTEREST RATE SWAP | $1,065,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1870713 | TotalOfAmounts |
| Total Revenue | 91398545 | TotalRevenue |
| Total Expenses | 86406734 | TotalExpenses |
| Excess Or Deficit For Year | 4991811 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1531745 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1531745 | TotalAdjustments |
| Excess Or Deficit Per FS | 3460066 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 89165675 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1531745 | NetUnrealizedGainsInvestments |
| Other Revenues | 90028 | OtherRevenues |
| Revenue Not Rptd F990 | -1441717 | RevenueNotRptdF990 |
| Revenue Subtotal | 90607392 | RevenueSubtotal |
| Other Revenues Not Included | 791153 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 791153 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 91398545 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 85705609 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 90028 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 90028 | ExpensesNotRptdF990 |
| Expenses Subtotal | 85615581 | ExpensesSubtotal |
| Other Expenses Not Included | 791153 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 791153 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 86406734 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE FUNDS IS TO HELP CERTAIN OUTSTANDING NEWLY-HIRED SCIENTISTS GET THEIR LABORATORIES ESTABLISHED BEFORE THEY HAVE SECURED FUNDING FROM OUTSIDE SPONSORS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN AS OFFSET TO REVENUE IN THE RETURN 90,028. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCOME SHOWN AS REDUCTION TO EXPENSES ON BOOKS 29,863. LEGAL EXPENSE SHOWN AS NEGATIVE INCOME ON BOOKS 761,290. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN AS OFFSET TO REVENUE IN THE RETURN 90,028. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INCOME SHOWN AS REDUCTION TO EXPENSES ON BOOKS 29,863. LEGAL EXPENSE SHOWN AS NEGATIVE INCOME ON BOOKS 761,290. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 8 | PROGRAM SERVICES | CONSULTANT ASSISTING INTEGRATING CONTRACTOR IN SUPPORT OF THE DEFENSE THREAT REDUCTION AGENCY'S BIOLOGICAL THREAT REDUCTION INTEGRATING CONTRACT | 1917007 |
| ARMENIA | PROGRAM SERVICES | CONSULTANT ASSISTING INTEGRATING CONTRACTOR IN SUPPORT OF THE DEFENSE THREAT REDUCTION | 156116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 8 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 8 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2073123 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2073123 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF CENTRAL ALABAMA | |||||||
| PO BOX 320189 | BIRMINGHAM | AL | 352320189 | 630288846 | 501(C)(3) | 15000 | GENERAL SUPPORT |
| AMERICAN RED CROSS | |||||||
| 114 22ND STREET SOUTH | BIRMINGHAM | AL | 35233 | 630288801 | 501(C)(3) | 14543 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REVIEWS ANY GRANTS MADE TO ENSURE THEY ARE QUALIFYING RECIPIENTS. NO FURTHER SUBSTANTIATION OF USE OR ADDITIONAL REVIEW IS DONE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL Z GARRISON | |||||||||||||
| 0 | 483850 | 0 | 128541 | 0 | 4423 | 0 | 95520 | 0 | 37237 | 0 | 749571 | 0 | 0 |
| SHIRLEY SALLOWAY KAHN | |||||||||||||
| 0 | 309605 | 0 | 42550 | 0 | 1367 | 0 | 57793 | 0 | 27510 | 0 | 438825 | 0 | 0 |
| RICHARD L MARGISON | |||||||||||||
| 0 | 333585 | 0 | 47590 | 0 | 3920 | 0 | 57526 | 0 | 14224 | 0 | 456845 | 0 | 0 |
| MALCOLM PORTERA | |||||||||||||
| 0 | 514253 | 0 | 104541 | 0 | 15291 | 0 | 100454 | 0 | 17425 | 0 | 751964 | 0 | 0 |
| JOHN A SECRIST III PHD | |||||||||||||
| 341680 | 0 | 177393 | 0 | 1828 | 0 | 56878 | 0 | 5287 | 0 | 583066 | 0 | 0 | 0 |
| DAVID A RUTLEDGE | |||||||||||||
| 207108 | 0 | 66802 | 0 | 2612 | 0 | 53005 | 0 | 5940 | 0 | 335467 | 0 | 0 | 0 |
| NANCY M GRAY | |||||||||||||
| 224100 | 0 | 65103 | 0 | 1191 | 0 | 39217 | 0 | 6238 | 0 | 335849 | 0 | 0 | 0 |
| ANDREW D PENMAN | |||||||||||||
| 262059 | 0 | 72728 | 0 | 415 | 0 | 36100 | 0 | 3727 | 0 | 375029 | 0 | 0 | 0 |
| MARK J SUTO | |||||||||||||
| 96274 | 0 | 45000 | 0 | 1537 | 0 | 26394 | 0 | 1803 | 0 | 171008 | 0 | 0 | 0 |
| MICHAEL D JOHNS | |||||||||||||
| 209284 | 0 | 70239 | 0 | 249 | 0 | 33528 | 0 | 9948 | 0 | 323248 | 0 | 0 | 0 |
| ROBERT L MCCLURE | |||||||||||||
| 197609 | 0 | 70157 | 0 | 1828 | 0 | 52462 | 0 | 5467 | 0 | 327523 | 0 | 0 | 0 |
| BRENDA H EHRENSPERGER | |||||||||||||
| 152300 | 0 | 24678 | 0 | 1191 | 0 | 28348 | 0 | 3727 | 0 | 210244 | 0 | 0 | 0 |
| JILL B CORDLE | |||||||||||||
| 129782 | 0 | 23549 | 0 | 557 | 0 | 5579 | 0 | 4027 | 0 | 163494 | 0 | 0 | 0 |
| DAVID W MASON | |||||||||||||
| 126821 | 0 | 25749 | 0 | 1056 | 0 | 32060 | 0 | 8527 | 0 | 194213 | 0 | 0 | 0 |
| WILLIAM B PARKER | |||||||||||||
| 153558 | 0 | 58086 | 0 | 1191 | 0 | 28462 | 0 | 5698 | 0 | 246995 | 0 | 0 | 0 |
| MICHAEL G MURRAY | |||||||||||||
| 198048 | 0 | 14745 | 0 | 637 | 0 | 23660 | 0 | 250 | 0 | 237340 | 0 | 0 | 0 |
| MARTIN V JONES | |||||||||||||
| 131648 | 0 | 96515 | 0 | 372 | 0 | 27128 | 0 | 4848 | 0 | 260511 | 0 | 0 | 0 |
| ANITA T FOWLER | |||||||||||||
| 69681 | 0 | 148553 | 0 | 663 | 0 | 27770 | 0 | 4292 | 0 | 250959 | 0 | 0 | 0 |
| SCOTT F GELLER | |||||||||||||
| 131564 | 0 | 106446 | 0 | 398 | 0 | 15888 | 0 | 4932 | 0 | 259228 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COOPERATIVE DISTRICT OF THE CITY OF BIRMINGHAM-SOUTHERN RESEARCH INST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 273338884 | IssuerEIN |
| CUSIP Number | NONEAVAIL | CUSIPNumber |
| Date Issued | 2010-08-31 | DateIssued |
| Issue Price | 20000000 | IssuePrice |
| Description Of Purpose | SOUTHSIDE AND OXMOOR CAMPUS CAPITAL IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 20000000 | TotalProceeds |
| Issuance Costs From Proceeds | 174000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6670310 | CapitalExpenditures |
| Amount Unspent | 13155690 | AmountUnspent |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 1 | AnyResearchAgreements |
| Engage Bond Counsel Research | 1 | EngageBondCounselResearch |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBVA COMPASS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 6.000000000000 | TermOfHedge |
| Superintegrated Hedge | 1 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MAYNARD COOPER & GALE PC | |||
| FOURNIER J. GALE, III IS A SHAREHOLDER OF THE ABOVE ENTITY | 465864 | LEGAL SERVICES | 0 |
| PORTER WHITE & COMPANY | |||
| CHARLES K. PORTER IS AN OFFICER OF THE ABOVE ENTITY | 140216 | FINANCIAL ADVISORY SERVICES | 0 |
| ALABAMA POWER COMPANY | |||
| CHARLES MCCRARY & MALCOLM PORTERA ARE DIRECTORS OF THE ABOVE ENTITY | 2299301 | ELECTRICITY & STEAM | 0 |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||
| SHIRLEY SALLOWAY KAHN IS AN OFFICER OF THE ABOVE ENTITY | 974452 | CONTRACT SERVICES | 0 |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||
| RICHARD L. MARGISON IS AN OFFICER OF THE ABOVE ENTITY | 974452 | CONTRACT SERVICES | 0 |
| THE UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||
| CAROL Z. GARRISON IS AN OFFICER OF THE ABOVE ENTITY | 974452 | CONTRACT SERVICES | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS HAS ADOPTED THE POLICY THAT THE FINANCE COMMITTEE WOULD REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND KEY/HIGHLY COMPENSATED EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST OR CERTIFY THAT NO SUCH CONFLICTS EXIST. THE ORGANIZATION INVESTIGATES DISCLOSURES OF ANY POTENTIAL CONFLICTS AND TAKES STEPS TO MITIGATE THE OCCURRENCE OF ACTUAL CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE COMPENSATION OF ITS EXECUTIVE MANAGEMENT, SOUTHERN RESEARCH INSTITUTE HIRES AN OUTSIDE FIRM TO MAKE RECOMMENDATIONS FOR MARKET TARGETS AND THEN AGES THE TARGETS SLIGHTLY EACH YEAR. AN OUTSIDE FIRM ALSO PROVIDES THE COMPENSATION COMMITTEE WITH A LETTER REGARDING PAY PRACTICES AND INTERMEDIATE SANCTIONS. HUMAN RESOURCES USES EXTERNAL MARKET DATA TO ESTABLISH A MARKET TARGET AND SALARY RANGES FOR THE COMPENSATION OF KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AS A GENERAL RULE, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANY WRITTEN REQUEST BY THE PUBLIC WOULD BE REVIEWED AND ACTED UPON BY THE BOARD. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,531,745. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIOSAFETY SOLUTIONS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 NINTH AVENUE SOUTH | AddressLine1 |
| City | BIRMINGHAM | City |
| State | AL | State |
| ZIP Code | 35205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262310782 | EIN |
| Primary Activities | SAFETY & HEALTH RISK MANAGEMENT COMPANY | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||
| 1530 THIRD AVENUE SOUTH | BIRMINGHAM | AL | 352941150 | 636005396 | HIGHER EDUCATON FACILITY | AL | POLITICAL SUBDV | N/A | 0 |
| SOUTHERN RESEARCH INSTITUTE VEBA | |||||||||
| 2000 NINTH AVENUE SOUTH | BIRMINGHAM | AL | 35205 | 562439567 | VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION | AL | 501(C)(9) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| O | 974452 | CASH |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| P | 403266 | CASH |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||
| B | 2800 | CASH |
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