SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC (EIN 54-1156453)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-04
- IRS object ID
- 202122169349300212
- Schema version
- 2019v5.2
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-04T12:31:21-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 Broad Street Suite 900 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541156453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Southeastern Universities Research | BusinessNameLine1Txt |
| Business Name Line2 | Association Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT HARTRANFT | InCareOfNm |
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2024087872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Avenue Suite 430 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HARTRANFT | PersonNm |
| Person Title | Intrm President/CEO | PersonTitleTxt |
| Signature | 2021-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JG White | PreparerPersonNm |
| PTIN | P01498698 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2021-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT HARTRANFT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 New York Avenue430 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,006,788 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 5487 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SURA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SURA, CONSISTING OF 60 MEMBER UNIVERSITIES, OPERATES THE JEFFERSON LAB (A NATIONAL LABORATORY) THROUGH A JOINT VENTURE WITH PAE. SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,010,206 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,748,572 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $669,764 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $731,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $355,707 | PYInvestmentIncomeAmt |
| CY Investment Income | -$209,553 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,241 | PYOtherRevenueAmt |
| CY Other Revenue | $41,643 | CYOtherRevenueAmt |
| PY Total Revenue | $8,085,918 | PYTotalRevenueAmt |
| CY Total Revenue | $8,312,264 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,958,589 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,934,159 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,142,022 | PYOtherExpensesAmt |
| CY Other Expenses | $5,127,795 | CYOtherExpensesAmt |
| PY Total Expenses | $10,100,611 | PYTotalExpensesAmt |
| CY Total Expenses | $11,061,954 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,014,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,749,690 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,255,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,688,373 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,472,077 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,081,221 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,782,924 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,607,152 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GENERALLY, SURA'S PURPOSES ARE TO SERVE AS AN ENTITY BY WHICH COLLEGES, UNIVERSITIES AND OTHER ORGANIZATIONS MAY COOPERATE WITH ONE ANOTHER AND WITH GOVERNMENT IN ACQUIRING, DEVELOPING, AND USING LABORATORIES, AND OTHER RESEARCH FACILITIES; AND, TO INITIATE AND PARTICIPATE IN COLLABORATIVE RESEARCH IN THE PHYSICAL, BIOLOGICAL, AND OTHER NATURAL SCIENCES AND ENGINEERING. SPECIFICALLY, THIS INCLUDES THE DESIGN, CONSTRUCTION, MANAGEMENT, AND OPERATIONS OF THE JEFFERSON LAB; AND THE COLLABORATIONS TO PROPOSE, AND SUBSEQUENTLY CONDUCT, SCIENTIFIC RESEARCH UNDER FEDERAL AGENCY SPONSORSHIP. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,964,727 | ExpenseAmt |
| Revenue | $773,245 | RevenueAmt |
| Desc | SURA WAS ESTABLISHED IN 1980 AS A NONPROFIT ASSOCIATION OF RESEARCH UNIVERSITIES WITH THE OBJECTIVE OF PROFFERING A PLAN FOR THE CONSTRUCTION OF A NATIONAL CONTINUOUS ELECTRON BEAM ACCELERATOR FACILITY (CEBAF). ULTIMATELY, SURA WAS SELECTED IN A NATIONAL COMPETITION BY THE DOE TO DESIGN, BUILD, AND OPERATE CEBAF AS AN EXPERIMENTAL NUCLEAR PHYSICS FACILITY IN NEWPORT NEWS, VIRGINIA. TODAY, SURA HAS OVER 60 MEMBER UNIVERSITIES IN THE US AND CANADA AND IS ORGANIZED TO PROMOTE COOPERATIVE RESEARCH ACTIVITIES IN SCIENCE AND ENGINEERING, TO FOSTER EXCELLENCE IN SCIENTIFIC RESEARCH, TO STRENGTHEN THE SCIENTIFIC AND TECHNICAL CAPABILITIES OF THE NATION, AND TO PROVIDE TRAINING OPPORTUNITIES FOR SCIENTISTS AND ENGINEERS. CEBAF, RENAMED THE THOMAS JEFFERSON NATIONAL ACCELERATOR FACILITY, OR JEFFERSON LAB, IS ONE OF THE DOE OFFICE OF SCIENCE'S TEN NATIONAL LABORATORIES. SURA HAS BEEN RESPONSIBLE FOR THE MANAGEMENT AND OPERATIONS (M&O) CONTRACT FOR THE JEFFERSON LAB SINCE IT WAS SELECTED IN 1983 IN A NATIONAL COMPETITION. SURA PARTNERED WITH CSC APPLIED TECHNOLOGIES, LLC TO FORM JEFFERSON SCIENCE ASSOCIATES, LLC (JSA), WHICH WAS COMPETITIVELY AWARDED THE CONTRACT FOR THE MANAGEMENT AND OPERATIONS OF THE JEFFERSON LAB IN APRIL 2006. IN 2013, CSC APPLIED TECHNOLOGIES, LLC WAS SOLD TO PAE APPLIED TECHNOLOGIES, LLC WHICH BECAME SURA'S PARTNER IN THE JOINT VENTURE. AS THE M&O CONTRACTOR, JSA HAS OVERSIGHT RESPONSIBILITY FOR JEFFERSON LAB OPERATIONS INCLUDING OVER 700 EMPLOYEES AND OVER $100 MILLION ANNUAL OPERATING BUDGET. JSA IS NEARING COMPLETION OF $400 MILLION IN FACILITY UPGRADES THAT WILL DOUBLE THE ACCELERATOR'S ENERGY AND PROVIDE A NEW TECHNOLOGY AND ENGINEERING CENTER THAT INVOLVES THE ADDITION OF APPROXIMATELY 100,000 SF OF INDUSTRIAL ASSEMBLY, LABORATORY, AND OFFICE SPACE AND RENOVATION OF THE EXISTING PRODUCTION FACILITY. JSA IS ORGANIZED AS A LIMITED LIABILITY COMPANY AND IS GOVERNED BY AN OPERATING AGREEMENT THAT RESTRICTS ACTIVITIES EXCLUSIVELY TO THOSE HAVING CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES AND A PRIMARY MISSION TO PERFORM THE DOE JEFFERSON LAB M&O CONTRACT. SURA IS THE 60% MAJORITY OWNER AND CONTROLLING ADMINISTRATIVE AND TAX MEMBER OF JSA, AND PAE APPLIED TECHNOLOGIES, LLC IS THE 40% MINORITY MEMBER. AS PART OF JSA'S M&O RESPONSIBILITIES, SURA PROVIDES OVERSIGHT OF THE SCIENTIFIC MISSION OF THE JEFFERSON LAB WITH ASSISTANCE FROM FACULTY EXPERTS FROM ITS MEMBERS AND OTHER UNIVERSITIES. SURA ALSO OPERATES A 42-ROOM GUEST HOUSE ON ITS PROPERTY ADJACENT TO THE JEFFERSON LAB CAMPUS. THE SURA RESIDENCE FACILITY WAS ORIGINALLY CONSTRUCTED IN PARTNERSHIP WITH THE CITY OF NEWPORT NEWS. THE GUEST HOUSE ACCOMMODATES VISITING SCIENTISTS, RESEARCHERS, AND STUDENTS WHO NEED TEMPORARY HOUSING WHILE CONDUCTING THEIR RESEARCH AT THE LAB. IN ADDITION TO ITS WORK WITH THE JEFFERSON LAB, SURA DIRECTS INTRAMURAL SCIENTIFIC RESEARCH ACTIVITIES THROUGH COLLABORATIONS WITH ITS MEMBER UNIVERSITIES, GOVERNMENT AGENCIES, AND OTHER RESEARCHERS WORKING TO ADVANCE AND EXPLOIT THE TRANSFORMATIVE NATURE OF INFORMATION TECHNOLOGY ON THE REGIONAL, NATIONAL AND INTERNATIONAL FRONTS, AND FACILITATING A BETTER UNDERSTANDING OF COASTAL, OCEAN AND ENVIRONMENTAL PHENOMENA THAT PLAYS A PROMINENT ROLE IN OUR LIVES. | Desc |
| Total Program Service Expenses | $6,964,727 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HARTRANFT | PersonNm |
| Phone | 2024087872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE SUITE 430 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JERRY DRAAYER | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $477,674 | $0 | $157,632 | ||
| PETER BJONERUD | ||||||||
| CFO (thru 12/19) | 40.0 | 0.0 | Yes (X) | $269,685 | $0 | $88,996 | ||
| ELIZABETH LAWSON | ||||||||
| CHIEF GOV OFFICER & CORP SEC | 40.0 | 0.0 | Yes (X) | $241,148 | $0 | $79,579 | ||
| RUSSEL MOY | ||||||||
| GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $235,127 | $0 | $77,592 | ||
| GREG KUBIAK THRU 420 | ||||||||
| ASSISTANT CORPORATE SECRETARY | 40.0 | 0.0 | Yes (X) | $216,192 | $0 | $71,344 | ||
| LAWRENCE HARE | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 0.0 | $205,166 | $0 | $67,705 | Yes (X) | ||
| TRACY GIBSON | ||||||||
| SUBJECT MATTER EXPERT | 40.0 | 0.0 | $164,350 | $0 | $54,236 | Yes (X) | ||
| ALLYSON QUESADA | ||||||||
| DIRECTOR OF HR | 40.0 | 0.0 | $160,231 | $0 | $52,876 | Yes (X) | ||
| LAURENT SIBILLE | ||||||||
| SUBJECT MATTER EXPERT | 40.0 | 0.0 | $150,364 | $0 | $49,620 | Yes (X) | ||
| WILLIAM JONES | ||||||||
| CONTROLLER | 40.0 | 0.0 | $146,466 | $0 | $48,334 | Yes (X) | ||
| SCOTT HARTRANFT AS OF 120 | ||||||||
| CFO & CORP TREASURER | 40.0 | 0.0 | Yes (X) | $11,090 | $0 | $3,660 | ||
| Andres Gil | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Arthur Champagne | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| B Ramu Ramachandran | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| C Kevin Chambliss | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Calvin R Howell | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Charles G Riordan | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Christopher F D'Elia | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Cynthia M Bauerle | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Dale Wesson | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Daniel C Flynn | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Daniel Sui | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Daniel T Jaffe | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David C Lee | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David J Hudson | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David P Norton | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| David R Shaw | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Deborah L Crawford | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Dennis M Manos | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Don Engel | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Edward J Brash | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Elizabeth A Klonoff | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Elizabeth J Beise | ||||||||
| BOARD VICE-CHAIR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Eric T Kledzik | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Fred King | ||||||||
| BOARD CHAIR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| George E Miller III | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Gerard P Gilfoyle | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Gordon C Cannon | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| James Weyhenmeyer | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jean-Pierre Bardet | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Judd Nicholson | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Marc Hoit | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Mark A Barteau | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Morris Foster | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Noel Wong | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| P Srirama Rao | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Paul Eugenio | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Prakash Nagarkatti | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Ralph Zottola | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Ramesh Kolluru | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Russell J Mumper | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Cas D'Angelo | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Sanjiv Sarin | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Sara J Graves | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Sudeep Sarkar | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Tanja Horn | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Tanju Karanfil | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Terry L Herdman | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Toms Daz de la Rubia | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| William B Moore | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| William J Briscoe | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Yousif Sha moo | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Zisis Papandreou | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,277,493 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $751,574 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLARK HILL | |||||
| PO BOX 3760 | PITTSBURGH | PA | 15230 | CONSULTING | $264,142 |
| KPMG LLP | |||||
| 1801 K STREET NW | WASHINGTON | DC | 20036 | AUDIT & TAX | $183,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $317,500 | MembershipDuesAmt |
| Government Grants | $7,431,072 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Total Contributions | $7,748,572 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE FEES | 900099 | $460,808 | $460,808 |
| RESIDENCE FACILITY INCOME | 900099 | $270,794 | $270,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $731,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $406,472 | TotalRevenueColumnAmt |
| Exclusion | $406,472 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,078,499 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,694,524 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$616,025 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$616,025 | TotalRevenueColumnAmt |
| Exclusion | -$616,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETIREMENT SERVICE CREDITS | 900099 | $38,250 | $38,250 |
| MISCELLANEOUS INCOME | 900099 | $3,393 | $3,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,643 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,312,264 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $773,245 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$209,553 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,038,418 | TotalAmt |
| Program Services | $682,986 | ProgramServicesAmt |
| Management And General | $1,355,432 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Program Services | $11,880 | ProgramServicesAmt |
| Management And General | $12,120 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,260,354 | TotalAmt |
| Program Services | $2,402,433 | ProgramServicesAmt |
| Management And General | $857,921 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,239 | TotalAmt |
| Program Services | $138,562 | ProgramServicesAmt |
| Management And General | $74,677 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,160 | TotalAmt |
| Program Services | $219,296 | ProgramServicesAmt |
| Management And General | $73,864 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,988 | TotalAmt |
| Program Services | $65,087 | ProgramServicesAmt |
| Management And General | $39,901 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,431 | TotalAmt |
| Program Services | $121,744 | ProgramServicesAmt |
| Management And General | $126,687 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,175 | TotalAmt |
| Management And General | $183,175 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,029 | TotalAmt |
| Program Services | $386,029 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,565 | TotalAmt |
| Management And General | $153,565 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,812 | TotalAmt |
| Program Services | $60,805 | ProgramServicesAmt |
| Management And General | $49,007 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,543 | TotalAmt |
| Program Services | $21,345 | ProgramServicesAmt |
| Management And General | $313,198 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,865 | TotalAmt |
| Program Services | $271,123 | ProgramServicesAmt |
| Management And General | $43,742 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,308 | TotalAmt |
| Program Services | $33,033 | ProgramServicesAmt |
| Management And General | $10,275 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,231 | TotalAmt |
| Management And General | $164,231 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,235 | TotalAmt |
| Program Services | $77,256 | ProgramServicesAmt |
| Management And General | $26,979 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,889 | TotalAmt |
| Program Services | $8,806 | ProgramServicesAmt |
| Management And General | $66,083 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH-RELATED SUBAWARDS | $2,631,795 | $2,328,331 | $303,464 |
| OTHER EXPENSES | $377,417 | $134,511 | $242,906 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,061,954 | TotalAmt |
| Program Services | $6,964,727 | ProgramServicesAmt |
| Management And General | $4,097,227 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,912,726 | BOYAmt |
| EOY | $2,931,525 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,393,659 | BOYAmt |
| EOY | $1,267,859 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,503 | BOYAmt |
| EOY | $3,468,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,055,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,079,419 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,378 | BOYAmt |
| EOY | $976,459 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,008,704 | BOYAmt |
| EOY | $18,373,684 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,031 | BOYAmt |
| EOY | $670,808 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,255,001 | BOYAmt |
| EOY | $27,688,373 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,119 | BOYAmt |
| EOY | $1,393,719 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,428,188 | BOYAmt |
| EOY | $5,253,483 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,909,373 | BOYAmt |
| EOY | $7,264,373 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,397 | BOYAmt |
| EOY | $169,646 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,472,077 | BOYAmt |
| EOY | $14,081,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,782,924 | BOYAmt |
| EOY | $13,607,152 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,782,924 | BOYAmt |
| EOY | $13,607,152 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,255,001 | BOYAmt |
| EOY | $27,688,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,749,690 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,573,918 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,249,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,539,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,048,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,010,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,748,572 | CurrentTaxYearAmt |
| Total | $28,595,665 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,249,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,539,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,048,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,010,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,748,572 | CurrentTaxYearAmt |
| Total | $28,595,665 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,595,665 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $344,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $386,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $406,472 | CurrentTaxYearAmt |
| Total | $1,882,981 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,643 | CurrentTaxYearAmt |
| Total | $206,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,684,817 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,550,423 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93192 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $393,063 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $393,063 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,668,891 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,061,954 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $703,098 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $175,775 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $557,261 | CurrentYearMinus3Amt |
| Current Year Minus2 | $675,216 | CurrentYearMinus2Amt |
| Current Year Minus1 | $655,031 | CurrentYearMinus1Amt |
| Current Year | $703,098 | CurrentYearAmt |
| Total | $2,590,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,885,909 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $336,390 | CurrentYearMinus3Amt |
| Current Year Minus2 | $329,376 | CurrentYearMinus2Amt |
| Current Year Minus1 | $373,166 | CurrentYearMinus1Amt |
| Current Year | $393,063 | CurrentYearAmt |
| Total | $1,431,995 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $139,315 | CurrentYearMinus3Amt |
| Current Year Minus2 | $168,804 | CurrentYearMinus2Amt |
| Current Year Minus1 | $163,758 | CurrentYearMinus1Amt |
| Current Year | $175,775 | CurrentYearAmt |
| Total | $647,652 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $971,478 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $780,789 | OtherCostOrOtherBasisAmt |
| Book Value | $780,789 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,530,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,394,610 | DepreciationAmt |
| Book Value | $136,160 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $744,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $684,809 | DepreciationAmt |
| Book Value | $59,510 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $976,459 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $169,646 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $169,646 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X | FormAndLineReferenceDesc |
| Explanation | FASB ASC 740-10-25 REQUIRES THAT MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY SURA AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF SURA HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. SURA HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2020 AND 2019 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY DRAAYER | ||||||||||||||
| PRESIDENT & CEO | $477,674 | $0 | $0 | $0 | $0 | $0 | $42,991 | $0 | $114,641 | $0 | $635,306 | $0 | $0 | $0 |
| PETER BJONERUD | ||||||||||||||
| CFO (thru 12/19) | $269,685 | $0 | $0 | $0 | $0 | $0 | $24,272 | $0 | $64,724 | $0 | $358,681 | $0 | $0 | $0 |
| ELIZABETH LAWSON | ||||||||||||||
| CHIEF GOV OFFICER & CORP SEC | $241,148 | $0 | $0 | $0 | $0 | $0 | $21,703 | $0 | $57,876 | $0 | $320,727 | $0 | $0 | $0 |
| RUSSEL MOY | ||||||||||||||
| GENERAL COUNSEL | $235,127 | $0 | $0 | $0 | $0 | $0 | $21,161 | $0 | $56,431 | $0 | $312,719 | $0 | $0 | $0 |
| GREG KUBIAK THRU 420 | ||||||||||||||
| ASSISTANT CORPORATE SECRETARY | $209,442 | $0 | $6,750 | $0 | $0 | $0 | $19,457 | $0 | $51,887 | $0 | $287,536 | $0 | $0 | $0 |
| LAWRENCE HARE | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $205,166 | $0 | $0 | $0 | $0 | $0 | $18,465 | $0 | $49,240 | $0 | $272,871 | $0 | $0 | $0 |
| TRACY GIBSON | ||||||||||||||
| SUBJECT MATTER EXPERT | $164,350 | $0 | $0 | $0 | $0 | $0 | $14,792 | $0 | $39,444 | $0 | $218,586 | $0 | $0 | $0 |
| ALLYSON QUESADA | ||||||||||||||
| DIRECTOR OF HR | $160,231 | $0 | $0 | $0 | $0 | $0 | $14,421 | $0 | $38,455 | $0 | $213,107 | $0 | $0 | $0 |
| LAURENT SIBILLE | ||||||||||||||
| SUBJECT MATTER EXPERT | $150,364 | $0 | $0 | $0 | $0 | $0 | $13,533 | $0 | $36,087 | $0 | $199,984 | $0 | $0 | $0 |
| WILLIAM JONES | ||||||||||||||
| CONTROLLER | $146,466 | $0 | $0 | $0 | $0 | $0 | $13,182 | $0 | $35,152 | $0 | $194,800 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HORTENSIA VALDES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF PRESIDENT/CEO | RelationshipDescriptionTxt |
| Transaction | $24,000 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Description of Business Transactions with Interested Persons | FormAndLineReferenceDesc |
| Explanation | The President and CEO of SURA, Jerry Draayer, IS MARRIED TO HORTENSIA VALDES. For the current year and several years prior, Hortensia was responsible at Louisiana State University, where she works, for maintaining SURA's website as well as various IT Functions. She receives an annual fee of $24,000 for her various functions which has been the case since May 2000. Jerry Draayer is not involved in approving her invoice, or signing checks, nor does he supervise her in any way. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION MISSION | FORM 990, PART I, LINE 1 THE SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA), CONSISTING OF 60 MEMBER UNIVERSITIES, IS A MEMBER OF JEFFERSON SCIENCE ASSOCIATES, LLC (ALONG WITH PAE APPLIED TECHNOLOGIES LLC), THE MANAGEMENT AND OPERATING CONTRACTOR OF THOMAS JEFFERSON NATIONAL ACCELERATOR FACILITY (JEFFERSON LAB), A U.S. DEPARTMENT OF ENERGY (DOE) NATIONAL RESEARCH FACILITY IN NEWPORT NEWS, VIRGINIA. SURA ALSO OPERATES THE RESIDENCE FACILITY, A 42-ROOM GUEST HOUSE ADJACENT TO THE LAB, AND CONDUCTS OTHER SCIENTIFIC RESEARCH. |
| FORM 990, PART IV, LINE 12 AND PART XII | SURA RECEIVES A CONSOLIDATED ANNUAL AUDIT IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). CONSISTENT WITH SURA'S MAJORITY AND CONTROLLING INTEREST IN JEFFERSON SCIENCE ASSOCIATES LLC (JSA), THE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE THE ACTIVITIES OF SURA AND THE OPERATIONS OF JSA. |
| FORM 990, PART VI, LINES 6 AND 7 | SURA IS ORGANIZED AS A NON-STOCK, NON-PROFIT CORPORATION AND HAS THREE CATEGORIES OF MEMBERS: STANDARD MEMBERS, ENTITY MEMBERS, AND AFFILIATE MEMBERS. STANDARD MEMBERS ARE INSTITUTIONS OF HIGHER LEARNING OR OTHER COMPLEMENTARY ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THAT ARE THE EQUIVALENT OF SECTION 501(C)(3) ORGANIZATIONS, AND DESIRE FULL PARTICIPATION IN SURA'S ACTIVITIES AND SUPPORT ITS PROGRAMS [OR MISSION]. EACH STANDARD MEMBER HAS ONE VOTE AND IS REPRESENTED BOTH ON THE COUNCIL OF PRESIDENTS, WHICH PROVIDES OVERALL DIRECTION AND LEADERSHIP TO THE CORPORATION, AND THE BOARD OF TRUSTEES WHICH MANAGES THE FUNDS AND BUSINESS OF THE CORPORATION. ENTITY MEMBERS ARE FOR-PROFIT ENTITIES WHICH DESIRE PARTICIPATION IN SOME OR ALL PROGRAMMATIC ACTIVITIES OF THE ORGANIZATION AND SUPPORT THE PROGRAMS [OR MISSION] OF THE CORPORATION. THERE ARE THREE CLASSES OF ENTITY MEMBERSHIP, A, B AND C. ONLY CLASS A ENTITY MEMBERS HAVE A VOTE AND ARE REPRESENTED ON THE COUNCIL OF PRESIDENTS AND THE BOARD OF TRUSTEES. CLASS B AND CLASS C ENTITY MEMBERS DO NOT HAVE A VOTE NOR ARE THEY REPRESENTED ON THE COUNCIL OF PRESIDENTS OR THE BOARD OF TRUSTEES. CLASS B AND CLASS C ENTITY MEMBERS MAY ATTEND THE BOARD OF TRUSTEES MEETINGS BY INVITATION AND MAY PARTICIPATE IN PROGRAMMATIC ACTIVITIES AS PERMITTED BY POLICY. THE CORPORATION CURRENTLY HAS NO ENTITY MEMBERS. AFFILIATE MEMBERS ARE NON-PROFIT MEMBERS DESIRING PARTICIPATION IN ONE OF SURA'S PROGRAMMATIC ACTIVITIES. AFFILIATE MEMBERS DO NOT HAVE A VOTE NOR ARE THEY REPRESENTED ON THE COUNCIL OF PRESIDENTS OR THE BOARD OF TRUSTEES. AFFILIATE MEMBERS MAY ATTEND THE BOARD OF TRUSTEES MEETINGS BY INVITATION AND MAY PARTICIPATE IN PROGRAMMATIC ACTIVITIES AS PERMITTED BY POLICY. BOTH THE STANDARD MEMBER AND THE CLASS A ENTITY MEMBER ARE ADMITTED TO THE CORPORATION BY THE AFFIRMATIVE VOTE OF THE COUNCIL OF PRESIDENTS. ALL OTHER MEMBERSHIP CATEGORIES ARE ADMITTED BY AFFIRMATIVE VOTE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, LINE 11b | THE CFO IS RESPONSIBLE FOR ASSEMBLING ALL INFORMATION REQUIRED TO COMPLETE THE FORM 990 WHICH IS SUBSEQUENTLY PREPARED AND REVIEWED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM, KPMG. A FINAL REVIEW OF THE FORM 990 IS THEN CONDUCTED BY THE CEO AND THEN BY THE CHAIR OF THE SURA FINANCE COMMITTEE ON BEHALF OF THE BOARD. SURA WILL PROVIDE A COMPLETE COPY OF THIS FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE FILING THE FORM. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE CORPORATE SECRETARY AS A PERMANENT FILE COPY FOR PUBLIC ACCESS. |
| FORM 990, PART VI, LINE 12C | IT IS SURA'S POLICY THAT TRUSTEES, OFFICERS, COMMITTEE MEMBERS, STAFF, VOLUNTEERS AND OTHERS WHILE ACTING ON BEHALF OF SURA MUST AVOID CONFLICTS OF INTEREST. EVEN APPEARANCE OF A CONFLICT OF INTEREST MUST BE AVOIDED. MONITORING COMPLIANCE WITH THIS POLICY IS ACCOMPLISHED THROUGH A "MANDATORY CONFLICT OF INTEREST DISCLOSURE POLICY" WHICH REQUIRES THAT ALL BOARD OF TRUSTEES, OFFICERS, SENIOR STAFF AS DESIGNATED BY THE PRESIDENT & CEO, AND OTHER SPECIFIC INDIVIDUALS WHO MAY BE CONSIDERED TO BE - "DISQUALIFIED PERSONS" UNDER FEDERAL REGULATION 53.4958-3 SIGN AND SUBMIT ON AN ANNUAL BASIS A MANDATORY DISCLOSURE STATEMENT TO THE CORPORATE SECRETARY. THE CORPORATE SECRETARY IS RESPONSIBLE FOR ENFORCING THE MANDATORY DISCLOSURE POLICY AND FOR MAINTAINING AND ANNUALLY UPDATING A FILE OF SIGNED DISCLOSURE STATEMENTS. IF THE CORPORATE SECRETARY IN CONSULTATION WITH SURA'S GENERAL COUNSEL CONCLUDES THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL MUST NOT PARTICIPATE IN THE DELIBERATIONS, CONSIDERATION OR VOTE IN THE TRANSACTION OR MATTER AT ISSUE. A NOTATION MUST BE MADE IN THE MINUTES OF ANY MEETING AT WHICH DELIBERATION, CONSIDERATION OR VOTE IN THE TRANSACTION OR MATTER AT ISSUE IS UNDERTAKEN INDICATING THAT THE INDIVIDUAL WITH A CONFLICT OR POTENTIAL CONFLICT WAS EXCUSED FOR THE MEETING, TOOK NO PART IN ANY DISCUSSIONS PERTAINING TO THE TRANSACTION OR MATTER, AND REFRAINED FROM VOTING ON THE TRANSACTION OR MATTER. |
| FORM 990, PART VI, LINE 15 | THE SURA BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE (COMMITTEE) CONSISTING OF THE CHAIR AND VICE CHAIR OF THE COUNCIL OF PRESIDENTS, THE CHAIR AND IMMEDIATE PAST CHAIR OF THE BOARD OF TRUSTEES, AND THE CHAIR OF THE FINANCE COMMITTEE. THE COMMITTEE IS AN INDEPENDENT BODY RESPONSIBLE FOR COMPENSATION REVIEW AND APPROVAL OF, OR TRANSACTIONS WITH, SURA'S TOP MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES IN ACCORDANCE WITH SURA'S COMPENSATION AND INTERMEDIATE SANCTIONS COMPLIANCE POLICIES. THE COMMITTEE REVIEWS TOTAL COMPENSATION FOR SURA'S TOP MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES IN COMPARISON TO SALARY LEVELS AND OTHER CONSIDERATION PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS OR TRANSACTIONS, AND TAKING INTO ACCOUNT THE LOCATION OF THE OTHER ORGANIZATIONS AND THE AVAILABILITY OF SIMILAR SPECIALTIES IN THE GEOGRAPHIC AREA. THE COMMITTEE COMPARES SURA'S ANNUAL COMPENSATION TO COMPETITIVE MARKET SURVEYS AND REPORTS PROVIDED BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS AND OTHER RELEVANT COMPENSATION DATA INCLUDED IN THE IRS FORM 990. THE COMMITTEE SUPPLEMENTS THIS INFORMATION WITH MORE SPECIFIC PEER TREND ANALYSIS BY RETAINING EXECUTIVE COMPENSATION CONSULTANTS APPROXIMATELY EVERY THREE TO FOUR YEARS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE FACILITATED AND CONTEMPORANEOUSLY DOCUMENTED BY THE SURA DIRECTOR OF ADMINISTRATION AND HUMAN RESOURCE SERVICES. IN COMPLIANCE WITH THE INDEPENDENT COMPENSATION ANALYSIS, THE COMMITTEE APPROVES THE SALARY RANGE AND SPECIFIC SALARY OF THE SURA PRESIDENT & CEO AND PREPARES FORMAL CORRESPONDENCE AMENDING THE EMPLOYMENT CONTRACT OF THE PRESIDENT & CEO. THE COMMITTEE REVIEWS AND APPROVES SALARY RANGE RECOMMENDATIONS OF THE PRESIDENT & CEO FOR OTHER CORPORATE OFFICERS AND KEY EMPLOYEES. THE MOST RECENT INDEPENDENT COMPENSATION STUDY WAS PERFORMED IN 2018 BY MERCER, A NATIONALLY RECOGNIZED COMPENSATION AND BENEFITS CONSULTING FIRM SELECTED USING A COMPETITIVE PROCUREMENT PROCESS. THE STUDY RESULTED IN AN EXECUTIVE COMPENSATION REVIEW COMPLIANT WITH THE COMMITTEE RESPONSIBILITIES OUTLINED ABOVE. |
| FORM 990, PART VI, LINE 19 | SURA'S BYLAWS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST. THE CHIEF GOVERNANCE OFFICER RESPONDS TO PUBLIC REQUESTS FOR GOVERNING DOCUMENTS AND PROVIDES AS APPROPRIATE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN UNIVERSITIES RESEARCH INTL LIGH | ||||||||||
| 1201 NEW YORK AVE NW STE 430 | WASHINGTON | DC | 20005 | 262778710 | RESEARCH | VA | 501(C)(3) | 7 | NA | false |
| NATIONAL SOCIETY OF HISPANIC PHYSICISTS | ||||||||||
| 1201 NEW YORK AVE NW SUITE 430 | WASHINGTON | DC | 20005 | 471166372 | RESEARCH | VA | 501(C)(3) | 7 | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON SCIENCE ASSSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203974952 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $756,849 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $13,886,075 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.60000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JEFFERSON SCIENCE ASSOCIATES LLC | ||
| P | $448,636 | CASH |
| JEFFERSON SCIENCE ASSOCIATES LLC | ||
| R | $2,409,132 | CASH |
| JEFFERSON SCIENCE ASSOCIATES LLC | ||
| S | $460,031 | CASH |