Southern Research Institute

Birmingham, Alabama

BHealth Score
64B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 5 peers in Science & Technology with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org3.20×
Peer Median9.71×
💰
$49.8M
Total Revenue
📊
$56.0M
Total Expenses
🏦
$178.9M
Net Assets
📋
$63.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-66.7%
Year-over-year change (2022 → 2023)
Net Margin
-12.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.20
Net assets divided by total expenses
Liabilities-to-Assets
26.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$49,759,96067%$55,964,7702%$242,110,17415%
2022$149,651,60875%$57,118,87326%$211,179,64570%
2021$85,654,71011%$77,111,8818%$124,270,03621%
2019$77,270,15321%$83,810,175$102,599,9244%
2018$63,852,76913%$83,490,0702%$107,117,99115%
2018$73,613,384$85,383,746$126,731,257
2017$73,613,3845%$85,383,7461%$126,731,25711%
2016$77,691,29711%$84,706,7761%$142,033,3452%
2015$69,876,76614%$84,126,126$144,792,18913%
2014$81,265,19211%$84,484,2922%$167,251,9363%
2013$73,395,57310%$85,958,1153%$162,211,5493%
2012$81,631,99211%$88,692,2623%$167,676,1732%
2011$91,398,545$86,406,734$170,558,689

Frequently Asked Questions

What does Southern Research Institute do?

Southern Research Institute is a science & technology nonprofit organization based in Alabama. It is classified under NTEE code U330 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Southern Research Institute financially healthy?

Based on our 9-metric Financial Health Score model, Southern Research Institute has a score of 64/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Southern Research Institute generate?

Southern Research Institute reports $50.4M in annual revenue and holds $238.7M in total assets, based on IRS filings.

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