Civic Intelligence

Southern Research Institute Veba

EIN 56-2439567 • 501(c)9 • Birmingham, AL

View Organization Page

Profile

The purpose of the fund is to provide health insurance benefits to all eligible retired employees in a funded manner.

2000 Ninth Avenue SouthBirmingham, AL 35205-2708

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$286,108

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 203.8% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

8.9%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

7.0%

Faster revenue growth than 55% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$4,577,660

Up $375,461 (+8.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,577,660

Up $375,461 (+8.9%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin97th percentile

Revenue

Up

$140,383

Up $9,144 (+7.0%) from 2023

Expenses

Up

$6,661

Up $1,037 (+18%) from 2023

Net Income

Up

$133,722

Up $8,107 (+6.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,164,985Liabilities 2011: $0Net Assets 2011: $4,164,9852011Assets 2012: $4,560,030Liabilities 2012: $0Net Assets 2012: $4,560,0302012Assets 2013: $5,134,155Liabilities 2013: $0Net Assets 2013: $5,134,1552013Assets 2014: $5,300,279Liabilities 2014: $0Net Assets 2014: $5,300,2792014Assets 2015: $3,266,941Liabilities 2015: $0Net Assets 2015: $3,266,9412015Assets 2016: $3,458,448Liabilities 2016: $0Net Assets 2016: $3,458,4482016Assets 2017: $3,633,918Liabilities 2017: $0Net Assets 2017: $3,633,9182017Assets 2018: $3,400,524Liabilities 2018: $0Net Assets 2018: $3,400,5242018Assets 2019: $3,603,792Liabilities 2019: $0Net Assets 2019: $3,603,7922019Assets 2020: $3,740,618Liabilities 2020: $0Net Assets 2020: $3,740,6182020Assets 2021: $4,168,406Liabilities 2021: $0Net Assets 2021: $4,168,4062021Assets 2022: $3,796,371Liabilities 2022: $0Net Assets 2022: $3,796,3712022Assets 2023: $4,202,199Liabilities 2023: $0Net Assets 2023: $4,202,1992023Assets 2024: $4,577,660Liabilities 2024: $0Net Assets 2024: $4,577,6602024

Highlighted filing

2024

Assets$4,577,660
Liabilities$0
Net Assets$4,577,660
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $116,230Expenses 2011: $61,453Net Income 2011: $54,7772011Revenue 2012: $156,531Expenses 2012: $71,779Net Income 2012: $84,7522012Revenue 2013: $155,676Expenses 2013: $56,348Net Income 2013: $99,3282013Revenue 2014: $142,270Expenses 2014: $76,538Net Income 2014: $65,7322014Revenue 2015: $59,109Expenses 2015: $1,961,482Net Income 2015: -$1,902,3732015Revenue 2016: $85,141Expenses 2016: $75,171Net Income 2016: $9,9702016Revenue 2017: $101,199Expenses 2017: $218,341Net Income 2017: -$117,1422017Revenue 2018: $124,445Expenses 2018: $47,331Net Income 2018: $77,1142018Revenue 2019: $104,328Expenses 2019: $290,296Net Income 2019: -$185,9682019Revenue 2020: $39,703Expenses 2020: $35,881Net Income 2020: $3,8222020Revenue 2021: $114,969Expenses 2021: $10,063Net Income 2021: $104,9062021Revenue 2022: $105,498Expenses 2022: $7,187Net Income 2022: $98,3112022Revenue 2023: $131,239Expenses 2023: $5,624Net Income 2023: $125,6152023Revenue 2024: $140,383Expenses 2024: $6,661Net Income 2024: $133,7222024

Highlighted filing

2024

Revenue$140,383
Expenses$6,661
Net Income$133,722
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,577,660
Liabilities
$0
Net assets
$4,577,660
Revenue
$140,383
Expenses
$6,661
Net income
$133,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.00$4.58$0.14$0.01$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.13$0.01$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.00$3.80$0.11$0.01$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.11$0.01$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.04$0.04$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.10$0.29$0.19
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.40$0.12$0.05$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.10$0.22$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.06$1.96$1.90
2014Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.14$0.08$0.07
2013Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$0.16$0.06$0.10
2012Summary only. Only limited summary data is available for this year.$4.56$0.00$4.56$0.16$0.07$0.08
2011Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$0.12$0.06$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$140,383
Mission and Program Overview

Mission

The purpose of the fund is to provide health insurance benefits to all eligible retired employees in a funded manner.

The purpose of the fund is to provide health and dental insurance benefits to all eligible retired employees and spouses and dependents of the eligible retirees in a funded manner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,202,199$4,577,660▲ $375,461
Investments Other Securities$4,194,947$4,566,809▲ $371,862
Savings and Temporary Cash Investments$7,252$10,851▲ $3,599
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,202,199$4,577,660▲ $375,461
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,202,199$4,577,660▲ $375,461
Total Liabilities and Net Assets / Fund Balance$4,202,199$4,577,660▲ $375,461

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,566,809--
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
David a RutledgeTrustee/duly Authorized Official
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$140,383
Other Revenue
$0
Change in Net Assets
$133,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$6,661
Total Functional Expenses$0$0$0$6,661
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization did not have an committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“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 C, Line 19

“The governing documents and financial statements of the organization are made available to the public only upon request.”

Filing and Contact Details

Filer

Filer Name
Southern Research Institute Veba
EIN
56-2439567
Phone
2055812596
Address
2000 NINTH AVENUE SOUTH, BIRMINGHAM, AL 35205-2708

Signing Officer

Name
Alan Spear
Title
Plan Administrator
Phone
2055812596
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Rutledge
Formed
2003
Legal Domicile
Al
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Megan Randolph
Phone
2059794100
Raw XML Appendix284 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALAN SPEAR
IRS990/BooksInCareOfDetail/PhoneNum02055812000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 NINTH AVENUE SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0352052708
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt04202199
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt04577660
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0140383
IRS990/CYOtherExpensesAmt06661
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0133722
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06661
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0140383
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06661
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt032634
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID A RUTLEDGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0253474
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE/DULY AUTHORIZED OFFICIAL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0140383
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0140383
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140383
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04194947
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04566809
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND DENTAL INSURANCE BENEFITS TO ALL ELIGIBLE RETIRED EMPLOYEES AND SPOUSES AND DEPENDENTS OF THE ELIGIBLE RETIREES IN A FUNDED MANNER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04202199
IRS990/NetAssetsOrFundBalancesEOYAmt04577660
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0241739
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID RUTLEDGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0131239
IRS990/PYOtherExpensesAmt05624
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0125615
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0131239
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0133722
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010851
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04566809
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04566809
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0239544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010366
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022268
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt013930
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID A RUTLEDGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/DULY AUTHORIZED OFFICIAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0286108
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT PROVIDE COMPENSATION TO ITS GOVERNING MEMBER(S). ALL COMPENSATION IS PAID BY AND DETERMINED BY THE RELATED ORGANIZATION, SOUTHERN RESEARCH. IN EARLY 2025, THE WILSON GROUP WAS ENGAGED TO CONDUCT A COMPETITIVE ASSESSMENT OF THE TOTAL CASH COMPENSATION FOR THE EXECUTIVE LEADERSHIP TEAM (ELT) OF SOUTHERN RESEARCH (SR). OF NOTE, THE WILSON GROUP HAS CONDUCTED SIMILAR STUDIES IN 2018, 2021, AND 2023. THE METHODOLOGY USED IN THIS ANALYSIS IS LIKE PREVIOUS COMPENSATION STUDIES CONDUCTED BY THIS TEAM. THIS UPDATED ANALYSIS HAS BEEN FACILITATED BY AN EXTERNAL HR CONSULTANT, ALESIA JONES, UNDER THE DIRECTION OF THE SR'S BOARD'S FINANCE COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT HAVE AN COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS HAS ADOPTED THE POLICY THAT THE FINANCE COMMITTEE WOULD REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHERN RESEARCH INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630288868
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCIENTIFIC RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02000 NINTH AVENUE SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0352052708
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04202199
IRS990/TotalAssetsEOYAmt04577660
IRS990/TotalAssetsGrp/BOYAmt04202199
IRS990/TotalAssetsGrp/EOYAmt04577660
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06661
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04202199
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04577660
IRS990/TotalOtherCompensationAmt032634
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0140383
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140383
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04202199
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04577660
IRS990/TotReportableCompRltdOrgAmt0253474
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02000 NINTH AVENUE SOUTH
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0352052708
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN SPEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02055812596
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN RESEARCH INSTITUTE VEBA
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0562439567
ReturnHeader/Filer/PhoneNum02055812596
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 NINTH AVENUE SOUTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0352052708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN RANDOLPH
ReturnHeader/ReturnTs02025-11-12T12:54:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $1M-$5M nonprofits

Appleton, WI

View Organization

City of Appleton

501(c)9 • NTEE Y44

Revenue$894,031
Assets$4,579,309

Revenue vs current organization

537% higher

Assets vs current organization

About the same