SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC (EIN 541156453) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

SEAN J HEARNE

Phone

2024087872

Tax Period

2023-10-01 to 2024-09-30

SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC, founded in 1980, is a major nonprofit in the Science & Technology sector that reported $242.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

SURA'S MISSION IS TO ADVANCE COLLABORATIVE RESEARCH AND EDUCATION AND TO STRENGTHEN THE SCIENTIFIC CAPABILITIES OF ITS MEMBERS AND OUR NATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,969,262

Program Service Revenue $232,363,359

Investment Income $1,706,973

Other Revenue $34,846

TOTAL REVENUE $242,074,440

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $143,768,538

Fundraising Expenses $0

Program Expenses $169,745,795

Other Expenses $98,422,839

TOTAL EXPENSES $242,201,377

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,074,440	$210,242,590	+0.2%
Expenses	$242,201,377	$212,184,455	+0.1%
Net Income	$-126,937	$-1,941,865	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1060

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,298,886

Total Directors

Key Employees

$3,800,720

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BEISE	DIRECTOR	1.00	Director	$0	$0	$0
M OMAR FAISON	DIRECTOR	1.00	Director	$0	$0	$0
ANDRES GIL	DIRECTOR	1.00	Director	$0	$0	$0
MARC HOIT	DIRECTOR	1.00	Director	$0	$0	$0
FRED KING	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MOORE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NORTON	DIRECTOR	1.00	Director	$0	$0	$0
PADMA RAGHAVAN	DIRECTOR	1.00	Director	$0	$0	$0
SRIRAMA RAO	DIRECTOR	1.00	Director	$0	$0	$0
CHAD REED	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL SUI	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT TWILLEY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WEYHENMEYER	DIRECTOR	1.00	Director	$0	$0	$0
SEAN J HEARNE	PRESIDENT & CEO	40.00	Officer	$489,238	$31,700	$520,938
ELIZABETH LAWSON	CHIEF OF LAB. OPERATIONS	40.00	Officer	$270,197	$41,138	$311,335
SCOTT HARTRANFT	CFO (UNTIL 1/24)	40.00	Officer	$245,109	$23,460	$268,569
WILLIAM A JONES JR	CFO (AS OF 1/24)	40.00	Officer	$181,508	$16,536	$198,044
STUART HENDERSON	DIR. OF JEFFERSON LAB (UNTIL 8/24)	40.00	Key Emp	$641,690	$60,997	$702,687
DAVID DEAN	DEP. DIR. FOR SCIENCE & TECH.	40.00	Key Emp	$389,695	$60,997	$450,692
ALLISON F LUNG	CHIEF PLANNING OFFICER	40.00	Key Emp	$356,857	$41,945	$398,802
JOHNATHON HUFF	CHIEF OPERATING OFFICER	40.00	Key Emp	$353,691	$41,945	$395,636
AMBER BOEHNLEIN	CHIEF INFORMATION OFFICER	40.00	Key Emp	$305,164	$48,704	$353,868
ANDREI SERYI	ASSOCIATE DIRECTOR	40.00	Key Emp	$299,386	$51,474	$350,860
CYNTHIA E KEPPEL HELLMAN	ASSOCIATE DIRECTOR	40.00	Key Emp	$290,986	$43,709	$334,695
STEVEN HOEY	ASSOCIATE DIRECTOR	40.00	Key Emp	$250,565	$46,883	$297,448
AIDA LEBBOS	CHIEF LEGAL OFFICER & CORP. SEC.	40.00	Key Emp	$228,854	$39,850	$268,704
JOSEPH SCARCELLO	CHIEF PROGRAMS OFFICER	40.00	Key Emp	$225,622	$21,706	$247,328
SERGEI NAGAITSEV	SPECIAL SCIENTIST	40.00	Highest	$315,713	$54,606	$370,319
JIANWEI QUI	ASSOCIATE DIRECTOR	40.00	Highest	$285,898	$34,224	$320,122
KRISHNA PADIYAR	SPECIAL SCIENTIST	40.00	Highest	$273,172	$56,944	$330,116
ROLF ENT	SPECIAL SCIENTIST	40.00	Highest	$270,719	$48,894	$319,613
JAMES FAST	SPECIAL SCIENTIST	40.00	Highest	$255,338	$47,732	$303,070

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$242,074,440	$242,201,377	$56,943,066	$-126,937
2023	$210,242,590	$212,184,455	$51,026,585	$-1,941,865
2022	$191,788,988	$187,499,987	$53,857,642	$4,289,001
2021	$10,332,390	$12,090,159	$29,950,006	$-1,757,769
2020	$8,312,264	$11,061,954	$27,688,373	$-2,749,690
2019	$8,085,918	$10,100,611	$29,255,001	$-2,014,693
2018	$12,031,797	$10,504,327	$30,685,570	$1,527,470

SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION INC