Civic Intelligence

Life Sciences Trainers & Educators

990 • Fiscal year 2013 • EIN 20-3641423

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 11, 2014

Organization ProfileWWW.SPBT.ORG
4423 Pheasant Ridge Road Suite 10024014

(540) 725-3859

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.09x

Higher debt load relative to assets than 47% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.16x

Higher debt load relative to revenue than 57% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

12th percentile

-24%

Higher net margin than 12% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$220,008

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

13th percentile

-9.4%

Faster asset growth than 13% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$3,583,183

Down $372,378 (-9.4%) from 2012

Net Assets

Down

$3,242,928

Down $374,568 (-10%) from 2012

Liabilities

Up

$340,255

Up $2,190 (+0.6%) from 2012

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

$2,138,218

No earlier filing loaded for comparison.

Expenses

Up

$2,659,500

Up $859,773 (+48%) from 2012

Net Income

-$521,282

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,566,148Liabilities 2011: $294,368Net Assets 2011: $3,271,7802011Assets 2012: $3,955,561Liabilities 2012: $338,065Net Assets 2012: $3,617,4962012Assets 2013: $3,583,183Liabilities 2013: $340,255Net Assets 2013: $3,242,9282013Assets 2014: $3,247,159Liabilities 2014: $462,558Net Assets 2014: $2,784,6012014Assets 2015: $3,600,719Liabilities 2015: $681,054Net Assets 2015: $2,919,6652015Assets 2016: $4,287,075Liabilities 2016: $1,107,006Net Assets 2016: $3,180,0692016Assets 2017: $4,941,633Liabilities 2017: $1,349,243Net Assets 2017: $3,592,3902017Assets 2018: $4,766,447Liabilities 2018: $1,466,110Net Assets 2018: $3,300,3372018Assets 2019: $5,238,660Liabilities 2019: $1,438,328Net Assets 2019: $3,800,3322019Assets 2020: $5,002,847Liabilities 2020: $1,083,425Net Assets 2020: $3,919,4222020Assets 2021: $5,475,280Liabilities 2021: $1,578,597Net Assets 2021: $3,896,6832021Assets 2022: $5,100,898Liabilities 2022: $1,828,805Net Assets 2022: $3,272,0932022Assets 2023: $4,865,778Liabilities 2023: $1,169,144Net Assets 2023: $3,696,6342023Assets 2024: $5,758,916Liabilities 2024: $1,598,139Net Assets 2024: $4,160,7772024

Highlighted filing

2013

Assets$3,583,183
Liabilities$340,255
Net Assets$3,242,928
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,765,1252011Expenses 2012: $1,799,7272012Revenue 2013: $2,138,218Expenses 2013: $2,659,500Net Income 2013: -$521,2822013Revenue 2014: $2,528,015Expenses 2014: $2,576,182Net Income 2014: -$48,1672014Revenue 2015: $2,439,630Expenses 2015: $2,228,630Net Income 2015: $211,0002015Revenue 2016: $2,609,942Expenses 2016: $2,489,236Net Income 2016: $120,7062016Revenue 2017: $2,710,836Expenses 2017: $2,615,685Net Income 2017: $95,1512017Revenue 2018: $2,828,460Expenses 2018: $2,824,672Net Income 2018: $3,7882018Revenue 2019: $3,268,472Expenses 2019: $3,160,642Net Income 2019: $107,8302019Revenue 2020: $1,781,581Expenses 2020: $1,850,155Net Income 2020: -$68,5742020Revenue 2021: $2,590,062Expenses 2021: $2,732,400Net Income 2021: -$142,3382021Revenue 2022: $3,016,805Expenses 2022: $3,188,057Net Income 2022: -$171,2522022Revenue 2023: $3,730,743Expenses 2023: $3,653,352Net Income 2023: $77,3912023Revenue 2024: $4,177,124Expenses 2024: $3,785,844Net Income 2024: $391,2802024

Highlighted filing

2013

Revenue$2,138,218
Expenses$2,659,500
Net Income-$521,282
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 11, 2014
Return Version
2013v3.0
Gross Receipts
$4,326,292
Mission and Program Overview

Mission

To advance professional training in the pharmaceutical, biotech and medical device industries by:*establishing and maintaining the criteria for performance excellence*providing continuing education and resources for training professionals*developing leaders in the training profession*promoting understanding and support of the role of training and its contribution to business results*providing a positive forum for networking and sharing of best practices*encouraging high standards of performance*advancing the importance of learning to individuals, companies, and the industry*helping our companies by developing, transfering, and promoting relevant, quality learning opportunities and resources that result in improved patient care

To advance professional training in the life science industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,626,677$3,415,020▼ $211,657
Cash and Non-Interest-Bearing Accounts$159,510$66,331▼ $93,179
Prepaid Expenses and Deferred Charges$73,324$52,422▼ $20,902
Accounts Receivable$83,882$31,509▼ $52,373
Land, Buildings, and Equipment, Net$0$8,262▲ $8,262
Total Assets$3,955,561$3,583,183▼ $372,378
Other Assets Total$12,168$9,639▼ $2,529
Liabilities
Deferred Revenue$308,677$272,763▼ $35,914
Accounts Payable and Accrued Expenses$29,388$67,492▲ $38,104
Total Liabilities$338,065$340,255▲ $2,190
Net Assets / Fund Balance
Unrestricted Net Assets$3,617,496$3,240,228▼ $377,268
Temporarily Rstr Net Assets$0$2,700▲ $2,700
Total Net Assets Fund Balance$3,617,496$3,242,928▼ $374,568
Total Liabilities and Net Assets / Fund Balance$3,955,561$3,583,183▼ $372,378

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,262$5,390$13,652
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kevin KruseExecutive DirectorFT$220,008$220,008
Tim SosbeEditorial DirectorFT$104,539$104,539
Christine GaudetDirector of EventsFT$103,038$103,038

Board Members and Trustees

NameTitle
Carol WellsPresident
Jim TrunickVice President
Kevin GloverVice President
Bill MagagnaDirector
Chris GoinsDirector
David FortanbaryDirector
Dennis MerloDirector
Evelyn NicholsDirector
George SchmidtDirector
Greg AdamsonDirector
John ConstantineDirector
Mary MyersDirector
Merrill CollierDirector
Richard SampsonDirector
Susan IannoneDirector
Mark OsborneSecretary
John SjovallTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Certified Medical Representatives InstitBusiness Services-$166,152
Haunroth Media ConsultingConsulting-$130,455
Revenue and Support

Revenue Composition

Contributions and Grants
$252,094
Program Service Revenue
$1,655,918
Investment Income
$228,166
Other Revenue
$2,040
All Other Contributions
$84,006
Change in Net Assets
$-521,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,095,112
Revenue Not Reported on Financial Statements
$43,106
Revenue Not Reported on Form 990
$146,714
Other Revenue Adjustments
$4,040
Total Revenue per Audited Statements
$2,241,826
Total Revenue per Form 990
$2,138,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,116,895
Salaries, Compensation, and Employee Benefits$540,605
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$807,396--$807,396
Fees for Services Management$107,820$251,579-$359,399
Other Salaries and Wages$96,179$224,418-$320,597
Advertising$258,318--$258,318
Current Officers, Directors, Trustees, and Key Employees$66,002$154,006-$220,008
Other Expenses$100,445$102,167-$100,445
All Other Expenses$63,303$9,649-$72,952
Fees for Service Investment Mgmnt Fees-$39,066-$39,066
Travel-$23,465-$23,465
Fees for Services Accounting-$22,600-$22,600
Insurance-$16,579-$16,579
Information Technology-$15,890-$15,890
Office Expenses-$7,628-$7,628
Fees for Services Legal-$3,099-$3,099
Grants to Domestic Orgs$2,000--$2,000
Occupancy-$1,758-$1,758
Depreciation Depletion-$1,300-$1,300
Fees for Services Other-$540-$540
Total Functional Expenses$1,785,756$873,744$0$2,659,500

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,659,500
Expenses per Audited Statements$2,616,394
Total Expenses per Audited Statements$2,616,394
Expenses Not Reported on Financial Statements$43,106
Other Expense Adjustments$4,040
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Spbt contracts the certified medical representatives institute, inc. To provide business management services, accounting and finance operations, technical support functions and office space and equipment for the organization. None of the current or former officers, directors, trustees, key employees, or highest compensated employees for spbt were compensated by cmr institute.”

Form 990, Part VI, Section B, Line 11

“Board of directors reviews and approves form 990 before it is signed by treasurer of the board and submitted to irs.”

Form 990, Part VI, Section B, Line 12C

“The policy and compliance with the policy is reviewed annually at the board of directors meeting.”

Form 990, Part VI, Section B, Line 15A

“The process for determining compensation is the use of comparative data with other nonprofit organizations. The board ultimately gives final approval of the compensation amount.”

Form 990, Part VI, Section C, Line 18

“Forms 990 and 990-t are available upon request.”

Form 990, Part VI, Section C, Line 19

“Organization documents are available upon request”

Filing and Contact Details

Filer

EIN
20-3641423
Phone
5407253859

Signing Officer

Name
John Sjovall
Title
President
Phone
5407253859
Signed
2014-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Sjovall
Formed
2005
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
6
Volunteers
28

Preparer

Preparer
Michael R Bell CPA
Phone
5403444333
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Miscellaneous expenses 2,040. Grant 2,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Miscellaneous expense 2,040. Grant 2,000.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt19EDITORIAL DIRECTOR
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IRS990/InsuranceGrp/ManagementAndGeneralAmt016579
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IRS990/MissionDesc0TO ADVANCE PROFESSIONAL TRAINING IN THE PHARMACEUTICAL, BIOTECH AND MEDICAL DEVICE INDUSTRIES BY:*ESTABLISHING AND MAINTAINING THE CRITERIA FOR PERFORMANCE EXCELLENCE*PROVIDING CONTINUING EDUCATION AND RESOURCES FOR TRAINING PROFESSIONALS*DEVELOPING LEADERS IN THE TRAINING PROFESSION*PROMOTING UNDERSTANDING AND SUPPORT OF THE ROLE OF TRAINING AND ITS CONTRIBUTION TO BUSINESS RESULTS*PROVIDING A POSITIVE FORUM FOR NETWORKING AND SHARING OF BEST PRACTICES*ENCOURAGING HIGH STANDARDS OF PERFORMANCE*ADVANCING THE IMPORTANCE OF LEARNING TO INDIVIDUALS, COMPANIES, AND THE INDUSTRY*HELPING OUR COMPANIES BY DEVELOPING, TRANSFERING, AND PROMOTING RELEVANT, QUALITY LEARNING OPPORTUNITIES AND RESOURCES THAT RESULT IN IMPROVED PATIENT CARE
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IRS990/NetUnrlzdGainsLossesInvstAmt0146714
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01758
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc3FOCUS PERIODICAL EXPENS
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IRS990/OtherExpensesGrp/ProgramServicesAmt0149177
IRS990/OtherExpensesGrp/ProgramServicesAmt1135116
IRS990/OtherExpensesGrp/ProgramServicesAmt2100445
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IRS990/OtherExpensesGrp/TotalAmt1135116
IRS990/OtherExpensesGrp/TotalAmt2102167
IRS990/OtherExpensesGrp/TotalAmt3100445
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt096179
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0JOHN SJOVALL
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IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
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IRS990/ProgramServiceRevenueGrp/Desc2TRAIN THE TRAINER PROGRAMS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3159343
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt464768
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IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING WORKSHOPS - MEMBERS RECEIVE EDUCATION SKILLS DEVELOPMENT TRAINING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MEDICAL DEVICE AND DIAGNOSTICS TRAINERS SUMMIT - A FORUM FOR SALES TRAINERS, LEARNING AND DEVELOPMENT PROFESSIONALS, AND PRODUCT MANAGERS TO LEARN, BENCHMARK, AND UNDERSTAND THE MOST EFFECTIVE METHODS FOR DEVELOPING DEVICE AND DIAGNOSTICS REPRESENTATIVES.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0FOCUS PERIODICALS, BENCHMARK STUDIES, PREFERRED INDUSTRY PARTNERSHIPS, JOB POSTINGS AND WEBSITE LISTINGS
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IRS990/PYProgramServiceRevenueAmt01585068
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,583,183
Liabilities
$340,255
Net assets
$3,242,928
Revenue
$2,138,218
Expenses
$2,659,500
Net income
-$521,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.76$1.60$4.16$4.18$3.79$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.87$1.17$3.70$3.73$3.65$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.10$1.83$3.27$3.02$3.19$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.48$1.58$3.90$2.59$2.73$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.00$1.08$3.92$1.78$1.85$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.24$1.44$3.80$3.27$3.16$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.77$1.47$3.30$2.83$2.82$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.94$1.35$3.59$2.71$2.62$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.29$1.11$3.18$2.61$2.49$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.60$0.68$2.92$2.44$2.23$0.21
2014Summary only. Only limited summary data is available for this year.$3.25$0.46$2.78$2.53$2.58$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.58$0.34$3.24$2.14$2.66$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.34$3.62$1.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.29$3.27$1.77