Civic Intelligence

Society of General Internal Medicine

EIN 23-2532466 • 501(c)3 • Alexandria, VA

Alexandria, VA
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.05x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.08x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

44th percentile

2.0%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$168,715

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

58th percentile

6.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.4%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$9,322,635

Up $574,038 (+6.6%) from 2023

Liabilities

Down

$494,468

Down $53,132 (-9.7%) from 2023

Net Assets

Up

$8,828,167

Up $627,170 (+7.6%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin44th percentile

Revenue

Up

$6,015,995

Up $195,396 (+3.4%) from 2023

Expenses

Up

$5,893,111

Up $634,122 (+12%) from 2023

Net Income

Down

$122,884

Down $438,726 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $6,622,362Liabilities 2011: $1,319,462Net Assets 2011: $5,302,9002011Assets 2012: $6,797,670Liabilities 2012: $1,147,104Net Assets 2012: $5,650,5662012Assets 2013: $7,158,850Liabilities 2013: $1,174,319Net Assets 2013: $5,984,5312013Assets 2014: $7,471,773Liabilities 2014: $1,182,210Net Assets 2014: $6,289,5632014Assets 2015: $6,541,292Liabilities 2015: $310,213Net Assets 2015: $6,231,0792015Assets 2016: $6,801,146Liabilities 2016: $415,784Net Assets 2016: $6,385,3622016Assets 2017: $7,709,899Liabilities 2017: $649,562Net Assets 2017: $7,060,3372017Assets 2018: $8,129,847Liabilities 2018: $488,984Net Assets 2018: $7,640,8632018Assets 2019: $8,709,723Liabilities 2019: $662,843Net Assets 2019: $8,046,8802019Assets 2020: $7,971,774Liabilities 2020: $707,563Net Assets 2020: $7,264,2112020Assets 2021: $9,837,369Liabilities 2021: $1,025,116Net Assets 2021: $8,812,2532021Assets 2022: $8,704,699Liabilities 2022: $690,063Net Assets 2022: $8,014,6362022Assets 2023: $8,748,597Liabilities 2023: $547,600Net Assets 2023: $8,200,9972023Assets 2024: $9,322,635Liabilities 2024: $494,468Net Assets 2024: $8,828,1672024

Highlighted filing

2024

Assets$9,322,635
Liabilities$494,468
Net Assets$8,828,167
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,112,469Expenses 2011: $3,041,884Net Income 2011: $70,5852011Revenue 2012: $3,698,388Expenses 2012: $3,266,144Net Income 2012: $432,2442012Revenue 2013: $3,571,014Expenses 2013: $3,435,199Net Income 2013: $135,8152013Revenue 2014: $3,860,733Expenses 2014: $3,874,400Net Income 2014: -$13,6672014Revenue 2015: $3,994,330Expenses 2015: $3,921,439Net Income 2015: $72,8912015Revenue 2016: $4,045,296Expenses 2016: $3,794,801Net Income 2016: $250,4952016Revenue 2017: $4,361,249Expenses 2017: $3,956,178Net Income 2017: $405,0712017Revenue 2018: $4,547,840Expenses 2018: $4,052,457Net Income 2018: $495,3832018Revenue 2019: $4,588,425Expenses 2019: $4,205,457Net Income 2019: $382,9682019Revenue 2020: $2,923,573Expenses 2020: $3,568,874Net Income 2020: -$645,3012020Revenue 2021: $3,557,166Expenses 2021: $2,914,828Net Income 2021: $642,3382021Revenue 2022: $4,663,511Expenses 2022: $4,435,945Net Income 2022: $227,5662022Revenue 2023: $5,820,599Expenses 2023: $5,258,989Net Income 2023: $561,6102023Revenue 2024: $6,015,995Expenses 2024: $5,893,111Net Income 2024: $122,8842024

Highlighted filing

2024

Revenue$6,015,995
Expenses$5,893,111
Net Income$122,884
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$9,322,635
Liabilities
$494,468
Net assets
$8,828,167
Revenue
$6,015,995
Expenses
$5,893,111
Net income
$122,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.49$8.83$6.02$5.89$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$0.55$8.20$5.82$5.26$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.70$0.69$8.01$4.66$4.44$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$1.03$8.81$3.56$2.91$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.71$7.26$2.92$3.57$0.65
2019Summary only. Only limited summary data is available for this year.$8.71$0.66$8.05$4.59$4.21$0.38
2018Summary only. Only limited summary data is available for this year.$8.13$0.49$7.64$4.55$4.05$0.50
2017Summary only. Only limited summary data is available for this year.$7.71$0.65$7.06$4.36$3.96$0.41
2016Summary only. Only limited summary data is available for this year.$6.80$0.42$6.39$4.05$3.79$0.25
2015Summary only. Only limited summary data is available for this year.$6.54$0.31$6.23$3.99$3.92$0.07
2014Summary only. Only limited summary data is available for this year.$7.47$1.18$6.29$3.86$3.87$0.01
2013Summary only. Only limited summary data is available for this year.$7.16$1.17$5.98$3.57$3.44$0.14
2012Summary only. Only limited summary data is available for this year.$6.80$1.15$5.65$3.70$3.27$0.43
2011Summary only. Only limited summary data is available for this year.$6.62$1.32$5.30$3.11$3.04$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$6,273,435
Mission and Program Overview

Mission

To promote improved patient care teaching in primary care and general internal medicine through on-going educational seminars (including the annual meeting), publications, and research.

To cultivate innovative educators, researchers, and clincians in academic general internal medicine, leading the way to better health for everyone

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,606,607$6,311,487▲ $704,880
Cash and Non-Interest-Bearing Accounts$1,863,090$1,340,873▼ $522,217
Land, Buildings, and Equipment, Net$1,092,965$1,134,163▲ $41,198
Accounts Receivable$177,146$287,982▲ $110,836
Prepaid Expenses and Deferred Charges$8,789$248,130▲ $239,341
Total Assets$8,748,597$9,322,635▲ $574,038
Liabilities
Deferred Revenue$462,066$284,782▼ $177,284
Accounts Payable and Accrued Expenses$85,534$209,686▲ $124,152
Total Liabilities$547,600$494,468▼ $53,132
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,931,412$5,292,983▲ $361,571
Net Assets With Donor Restrictions$3,269,585$3,535,184▲ $265,599
Total Net Assets Fund Balance$8,200,997$8,828,167▲ $627,170
Total Liabilities and Net Assets / Fund Balance$8,748,597$9,322,635▲ $574,038

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,021,819$540,963$1,562,782
Equipment$90,017$489,354$579,371
Other Land Buildings$22,327$4,605$26,932

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,481,363-▲ $85,988-$2,088,705
2022$2,374,142-▲ $197,312-$2,481,393
2021$2,663,493-▼ $251,233-$2,374,142
2020$2,256,723-▲ $508,226-$2,663,492
2019$2,264,489-▲ $7,617-$2,256,723
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kay OvingtonDeputy CEOFT$161,956$6,759$168,715
Eric BassExecutive DirectorPT$150,646$3,132$153,778

Board Members and Trustees

NameTitle
Martha GerrityPresident
Jada Bussey-jonesPresident Elect
Aaron ParzuchowskiBoard Member
Brita RoyBoard Member
Cristina GonzalezBoard Member
Elizabeth DzengBoard Member
Leroi HicksBoard Member
Marshall FleurantBoard Member
Michael D LandryBoard Member
Ryan KaneBoard Member
Susana Rota MoralesBoard Member
Thomas RadomskiBoard Member
Vineet ChopraBoard Member
Wei Wei LeeBoard Member
Arleen BrownSecretary
PATRICK O'CONNORTreasurer
Elizabeth JacobsTreasurer- Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$2,253,023
Program Service Revenue
$3,293,793
Investment Income
$192,439
Other Revenue
$276,740
All Other Contributions
$802,520
Change in Net Assets
$122,884

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,015,994
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$504,287
Total Revenue per Audited Statements
$6,520,281
Total Revenue per Form 990
$6,015,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,250,269
Salaries, Compensation, and Employee Benefits$2,423,351
Grants and Similar Amounts Paid$219,491
Total Fundraising Expense$64,595
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$748,547$1,134,182$60,005$1,942,734
Conferences and Meetings$1,492,729$56,665-$1,549,394
Office Expenses$172,572$316,060-$488,632
Information Technology-$293,748-$293,748
Fees for Services Other$16,871$217,998-$234,869
Grants to Domestic Individuals$219,491--$219,491
Other Employee Benefits$7,050$180,663-$187,713
Pension Plan Contributions$4,845$156,644-$161,489
Other Expenses$136,200$161,465-$136,200
Payroll Taxes$3,942$122,883$4,590$131,415
Depreciation Depletion-$57,780-$57,780
Travel$29,398$21,070-$50,468
Insurance-$16,825-$16,825
Occupancy-$11,911-$11,911
Total Functional Expenses$2,961,956$2,866,560$64,595$5,893,111

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,893,111
Total Expenses per Audited Statements$5,893,111
Total Expenses per Form 990$5,893,111
Expenses Not Reported on Financial Statements$0
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
Yes
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
Yes
Business relationship with 35% controlled entity
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
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“990 informational return provided to board”

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

“Council members have to disclose annually prior to taking office; disclosures are solicited to topics on the agenda to determine if there are any conflicts.”

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

“Compensation analysis each year is performed against national society”

Form 990, Part VI, Section C, line 18

“Governing documents disclosure explanation the financial statements and any other governing documentation regarding this organziation is available to the public by request.”

Form 990, Part VI, Section C, line 19

“Governing documents disclosure explanation the financial statements and any other governing documentation regarding this organziation is available to the public by request.”

Filing and Contact Details

Filer

Filer Name
Society of General Internal Medicine
EIN
23-2532466
Phone
2028875150
Address
1500 KING STREET 303, ALEXANDRIA, VA 22314

Signing Officer

Name
Kay Ovington
Title
Deputy CEO
Phone
2028875150
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kay Ovington
Formed
1987
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
21
Volunteers
200

Preparer

Firm
Frank Barcalow CPA Pllc
Address
1434 DISPATCH STATION ROAD, QUINTON, VA 23141
Preparer
Sharon Hart
Phone
8045575054
Raw XML AppendixShowing 400 of 637 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0TO CULTIVATE INNOVATIVE EDUCATORS, RESEARCHERS, AND CLINCIANS IN ACADEMIC GENERAL INTERNAL MEDICINE, LEADING THE WAY TO BETTER HEALTH FOR EVERYONE
IRS990/AllOtherContributionsAmt0802520
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IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL D LANDRY
IRS990/Form990PartVIISectionAGrp/PersonNm17ERIC BASS
IRS990/Form990PartVIISectionAGrp/PersonNm18KAY OVINGTON
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