Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Southern Association for Institutional
EIN 59-2204345 • 501(c)3 • Auburn, AL
Profile
The organization provides educational and networking opportunities for professionals employed by institutions of higher education.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
50th percentile
Higher net margin than 50% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Up$113,097
Up $4,984 (+4.6%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$113,097
Up $4,984 (+4.6%) from 2023
Revenue
Up$171,531
Up $4,803 (+2.9%) from 2023
Expenses
Down$168,866
Down $16,772 (-9.0%) from 2023
Net Income
Up$2,665
Up $21,575 (+114%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $113,097
- Liabilities
- $0
- Net assets
- $113,097
- Revenue
- $171,531
- Expenses
- $168,866
- Net income
- $2,665
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 13, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $171,531
Mission and Program Overview
Mission
Education and Networking Opportunities
The organization provides educational and networking opportunities for professionals employed by institutions of higher education.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION HOSTS AN ANNUAL CONFERENCE TO PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR PROFESSIONALS EMPLOYED BY INSTITUTIONS OF HIGHER EDUCATION. | $0 | $160,628 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WENDY BROYLES | Member | - | $0 | - | - |
| CARLY DEAR | Member | - | $0 | - | - |
| MARC TURNER | Member | - | $0 | - | - |
| SAMANTHA JAMES | Member | - | $0 | - | - |
| ERIC GODIN | Member | - | $0 | - | - |
| WILL MILLER | Member | - | $0 | - | - |
| SAMANTHA NIX | Member | - | $0 | - | - |
| MOLLY HALL | Secretary | - | $0 | - | - |
| ERICA HUGHES | Treasurer | - | $0 | - | - |
| ERIC ATCHISON | Secretary | - | $0 | - | - |
| JAMES HUNT | Vice President | - | $0 | - | - |
| MEAGHANN WHEELIS | President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Southern Association for Institutional
- EIN
- 59-2204345
- Phone
- 9048944249
- Address
- 203 SAMFORD HALL, AUBURN, AL 36849
Signing Officer
- Name
- Claire Heacox
- Title
- Sair Treasurer
- Phone
- 8504436084
- Signed
- 2025-11-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Thomas Howell Ferguson Pa
- Address
- 2615 CENTENNIAL BLVD SUITE 200, TALLAHASSEE, FL 32308
- Preparer
- Stacey T Kolka
- Phone
- 8506688100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest. Amount: 14.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: webinar registrations. Amount: 420.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: travel. Amount: 8,800. Description: conference expenses. Amount: 131,842. Description: merchant and bank fees. Amount: 8,238. Description: awards. Amount: 2,025. Description: information tech. Amount: 887. Description: insurance. Amount: 2,342. Description: membership platform . Amount: 3,220. Total to form 990-ez, line 16: 157,354.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: change in unrealized gains. Amount: 5,669. Description: prior period adjustment. Amount: -3,350. Total to form 990-ez, line 20: 2,319.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: other assets. Beg. Of year amount: 350. End of year amount: 0.”
Raw XML Appendix234 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.
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| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 3775 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WENDY BROYLES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CARLY DEAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARC TURNER |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ERIC GODIN |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | ERIC ATCHISON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | JAMES HUNT |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | MEMBER |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 350 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 2319 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 157354 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 420 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATION PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR PROFESSIONALS EMPLOYED BY INSTITUTIONS OF HIGHER EDUCATION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2086 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 166841 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION HOSTS AN ANNUAL CONFERENCE TO PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR PROFESSIONALS EMPLOYED BY INSTITUTIONS OF HIGHER EDUCATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 160628 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | FL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 168866 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 160628 |
| IRS990EZ/TotalRevenueAmt | 0 | 171531 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SAIR.ORG/ |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1942 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5875 |
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| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 65135 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 29825 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 569499 |
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| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 11087 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.01850 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.03570 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.98150 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.96430 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 589585 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 150595 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 70570 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 14. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: WEBINAR REGISTRATIONS. AMOUNT: 420. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: TRAVEL. AMOUNT: 8,800. DESCRIPTION: CONFERENCE EXPENSES. AMOUNT: 131,842. DESCRIPTION: MERCHANT AND BANK FEES. AMOUNT: 8,238. DESCRIPTION: AWARDS. AMOUNT: 2,025. DESCRIPTION: INFORMATION TECH. AMOUNT: 887. DESCRIPTION: INSURANCE. AMOUNT: 2,342. DESCRIPTION: MEMBERSHIP PLATFORM . AMOUNT: 3,220. TOTAL TO FORM 990-EZ, LINE 16: 157,354. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CHANGE IN UNREALIZED GAINS. AMOUNT: 5,669. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -3,350. TOTAL TO FORM 990-EZ, LINE 20: 2,319. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 350. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CLAIRE HEACOX |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SAIR TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8504436084 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTHERN ASSOCIATION FOR INSTITUTIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | RESEARCH |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 592204345 |
| ReturnHeader/Filer/PhoneNum | 0 | 9048944249 |
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| ReturnHeader/Filer/USAddress/CityNm | 0 | AUBURN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 36849 |
| ReturnHeader/Form8822BAttachedInd | 0 | X |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 593186310 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | THOMAS HOWELL FERGUSON PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2615 CENTENNIAL BLVD SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TALLAHASSEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 32308 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8506688100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STACEY T KOLKA |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T08:13:59-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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