Civic Intelligence

Association for Professionals in Infection Ctrl & Epidemiology Inc

990 • Fiscal year 2014 • EIN 23-7256856

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

1275 K Street NW STE 1000Washington, DC 20005-4006

(202) 789-1890

Siviq Scores

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

Liabilities / Assets

66th percentile

0.43x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.40x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

52nd percentile

3.4%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

87th percentile

$416,527

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

57th percentile

5.2%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$10,504,547

Up $515,521 (+5.2%) from 2013

Net Assets

Up

$5,982,019

Up $251,762 (+4.4%) from 2013

Liabilities

Up

$4,522,528

Up $263,759 (+6.2%) from 2013

Revenue

Up

$11,373,599

Up $1,121,666 (+11%) from 2013

Expenses

Up

$10,989,205

Up $959,087 (+9.6%) from 2013

Net Income

Up

$384,394

Up $162,579 (+73%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $7,533,061Liabilities 2010: $3,931,338Net Assets 2010: $3,601,7232010Assets 2011: $7,765,876Liabilities 2011: $3,897,203Net Assets 2011: $3,868,6732011Assets 2013: $9,989,026Liabilities 2013: $4,258,769Net Assets 2013: $5,730,2572013Assets 2014: $10,504,547Liabilities 2014: $4,522,528Net Assets 2014: $5,982,0192014Assets 2015: $11,179,155Liabilities 2015: $4,725,520Net Assets 2015: $6,453,6352015Assets 2016: $12,858,479Liabilities 2016: $5,150,820Net Assets 2016: $7,707,6592016Assets 2017: $15,382,331Liabilities 2017: $6,135,312Net Assets 2017: $9,247,0192017Assets 2018: $16,228,751Liabilities 2018: $6,876,714Net Assets 2018: $9,352,0372018Assets 2019: $17,955,121Liabilities 2019: $6,662,438Net Assets 2019: $11,292,6832019Assets 2020: $18,815,201Liabilities 2020: $6,827,045Net Assets 2020: $11,988,1562020Assets 2021: $20,539,673Liabilities 2021: $6,847,244Net Assets 2021: $13,692,4292021Assets 2022: $20,915,545Liabilities 2022: $7,876,028Net Assets 2022: $13,039,5172022Assets 2024: $16,810,071Liabilities 2024: $8,103,909Net Assets 2024: $8,706,1622024

Highlighted filing

2014

Assets$10,504,547
Liabilities$4,522,528
Net Assets$5,982,019

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $10,968,6262010Expenses 2011: $11,974,0022011Revenue 2013: $10,251,933Expenses 2013: $10,030,118Net Income 2013: $221,8152013Revenue 2014: $11,373,599Expenses 2014: $10,989,205Net Income 2014: $384,3942014Revenue 2015: $12,353,336Expenses 2015: $11,452,691Net Income 2015: $900,6452015Revenue 2016: $12,065,690Expenses 2016: $11,025,154Net Income 2016: $1,040,5362016Revenue 2017: $13,254,995Expenses 2017: $12,103,778Net Income 2017: $1,151,2172017Revenue 2018: $13,964,612Expenses 2018: $13,223,095Net Income 2018: $741,5172018Revenue 2019: $13,180,364Expenses 2019: $12,226,833Net Income 2019: $953,5312019Revenue 2020: $10,661,751Expenses 2020: $10,675,954Net Income 2020: -$14,2032020Revenue 2021: $12,021,133Expenses 2021: $10,655,467Net Income 2021: $1,365,6662021Revenue 2022: $15,097,696Expenses 2022: $14,233,944Net Income 2022: $863,7522022Revenue 2024: $21,916,426Expenses 2024: $22,654,880Net Income 2024: -$738,4542024

Highlighted filing

2014

Revenue$11,373,599
Expenses$10,989,205
Net Income$384,394
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$11,373,599
Mission and Program Overview

Mission

Apic's mission is to create a safer world through prevention ofinfection. Apic's purpose is to influence, support, and improve thequality of health care through the practice and management ofinfection control and epidemiology.

APIC's mission is to create a safer world through prevention of infection.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,242,358$4,376,096▼ $866,262
Investments in Publicly Traded Securities$2,721,424$3,832,471▲ $1,111,047
Accounts Receivable$754,416$847,312▲ $92,896
Prepaid Expenses and Deferred Charges$442,232$545,566▲ $103,334
Land, Buildings, and Equipment, Net$432,271$438,032▲ $5,761
Other Notes and Loans Receivable, Net$283,166$301,617▲ $18,451
Inventories for Sale or Use$62,000$112,294▲ $50,294
Investments Other Securities$5,000$5,000→ $0
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$9,989,026$10,504,547▲ $515,521
Other Assets Total$45,859$45,859→ $0
Liabilities
Deferred Revenue$2,429,229$2,740,613▲ $311,384
Accounts Payable and Accrued Expenses$1,155,837$1,129,127▼ $26,710
Other Liabilities$673,703$652,788▼ $20,915
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,258,769$4,522,528▲ $263,759
Net Assets / Fund Balance
Unrestricted Net Assets$5,288,734$5,518,140▲ $229,406
Temporarily Rstr Net Assets$411,523$433,879▲ $22,356
Permanently Rstr Net Assets$30,000$30,000→ $0
Total Net Assets Fund Balance$5,730,257$5,982,019▲ $251,762
Total Liabilities and Net Assets / Fund Balance$9,989,026$10,504,547▲ $515,521

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$220,000$929,034$1,149,034
Leasehold Improvements$199,911$746,598$946,509
Equipment$18,121$254,914$273,035

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$50,167-▲ $112$12,834$37,445
2013$49,926-▲ $241-$50,167
2012$49,289-▲ $637-$49,926
2011$48,663-▲ $626-$49,289
2010$48,049-▲ $614-$48,663
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katrina CristChief Executive OfficerFT$322,073$94,454$416,527
Brenda GrantDirector-$383,668$32,859$416,527
George MargulaChief Financial OfficerFT$160,176$29,319$189,495
Lisa TomlinsonVP, Govt.Affairs, Prac GuidFT$143,774$28,283$172,057
Elizabeth GarmanVP CommunicationsFT$133,498$23,583$157,081
Leslie KretzuExecutive Director, ACSIFT$133,823$23,258$157,081
Caroline FuchsVP Marketing & Practice Res.FT$132,042$12,776$144,818
Jennie MayfieldPresidentPT$15,000-$15,000

Board Members and Trustees

NameTitle
Patti GrantImmediate Past President
Mary Lou ManningPresident-Elect
Barbara DeBaumDirector
Deborah FribergDirector
Donna GiannuzziDirector
Gail FraineDirector
Jacie VolkmanDirector
Janet HaasDirector
Kathy WareDirector
Linda McKinleyDirector
Marc-Oliver WrightDirector
Susan DolanDirector
William BridgesSenior Director, Education
Connie SteedSecretary
Vickie BrownTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Qorvis MSL GroupPublic Relations1201 Connecticut Ave NW Suite 500, Washington, DC 20036$114,913
Revenue and Support

Revenue Composition

Contributions and Grants
$627,533
Program Service Revenue
$10,465,418
Investment Income
$271,579
Other Revenue
$9,069
All Other Contributions
$627,533
Change in Net Assets
$384,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,123,699
Salaries, Compensation, and Employee Benefits$4,865,506
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,179,596$1,244,385-$3,423,981
Conferences and Meetings$1,214,954$693,648-$1,908,602
Occupancy$479,334$273,664-$752,998
Current Officers, Directors, Trustees, and Key Employees$347,389$198,333-$545,722
Information Technology$329,076$187,877-$516,953
Travel$315,967$180,394-$496,361
Office Expenses$304,927$174,089-$479,016
Fees for Services Other$253,204$144,560-$397,764
Other Expenses$250,642$143,097-$393,739
Other Employee Benefits$230,940$131,850-$362,790
Pension Plan Contributions$174,413$99,576-$273,989
Payroll Taxes$164,886$94,138-$259,024
Advertising$96,913$55,330-$152,243
Depreciation Depletion$95,998$54,807-$150,805
All Other Expenses$88,201$50,356-$138,557
Fees for Services Accounting$48,529$27,706-$76,235
Insurance$40,113$22,901-$63,014
Fees for Services Legal$39,551$22,580-$62,131
Fees for Service Investment Mgmnt Fees-$18,609-$18,609
Total Functional Expenses$6,983,529$4,005,676$0$10,989,205
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$652,788
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Association for Professionals In Infection
EIN
23-7256856
In Care Of
% GEORGE MARGULA
Phone
2027891890
Address
1275 K Street NW STE 1000, Washington, DC 20005-4006

Signing Officer

Name
George Margula
Title
CFO
Phone
2027891890
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katrina Crist
Formed
1972
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
46
Volunteers
400

Preparer

Firm
Grant Thornton LLP
Address
2010 CORPORATE RIDGE SUITE 400, MCLEAN, VA 22102
Preparer
Mary Torretta
Phone
7038477500
Supplemental Narrative

Additional Explanations

Members or Stockholders

Form 990, Part VI, Line 6 Membership is a privilege and is achieved by compliance with the bylaws. Categories: 1. Active membership Active members shall be individuals occupationally or professionally involved in the practice and management of infection control and/or the application of epidemiology. Such members may vote in elections, serve on committees, and hold elected office. 2. Associate Membership Associate members shall be individuals not actively involved in the practice and management of infection control and/or the application of epidemiology. Such members may not vote or hold elected office. 3. Retired Membership Retired members shall be individuals who are no longer employed in any capacity and who have had five consecutive years of active or associate APIC membership prior to retirement. Retired members may not vote or hold elected office, however, they may serve in appointed capacities. 4. Honorary Membership Honorary members shall be individuals elected to this category by the Board of Directors in recognition of their contribution to the association. Honorary members shall not be occupationally or professionally involved in the practice or management of infection control or the application of epidemiology, such members may serve the association in any manner mutually agreeable to themselves and to the Board, but may not vote or hold elected office. 5. Lifetime Lifetime members shall be individuals elected to this category by the Board of Directors in recognition of their contribution to the field of infection control and/or to the Association. Lifetime members are those individuals who are currently or have been occupationally or professionally involved in the practice and management of infection control and/or the application of epidemiology. Such members may vote in elections, serve on committees, and hold elected office. 6. Patron Membership Patron members shall be organizations or groups interested in supporting the Association. Such members may not vote or hold elected office. 7. Student Members Individuals enrolled full-time in an accredited institution, prior to the award of an associates or bachelors degree. Such members may not vote or hold office; however, may serve on committees.

Members or Stockholders Who May Elect

Form 990, Part VI, Line 7a Elections shall be held annually prior to the beginning of terms of office. Voting: 1. Only active and lifetime members may vote. 2. Voting shall be by mail or electronic ballot. 3. A majority vote shall elect when there are less than three candidates. 4. A plurality vote shall elect when there are three or more candidates. 5. Tie votes shall be broken by drawing lots.

Decisions Subject to Approval

Form 990, Part VI, Line 7B Changes to the governing documents must be approved by two/thirds (2/3) of the membership voting.

Form 990 Review Process

Form 990, Part VI, Line 11b All supporting schedules and information is provided and compiled during the annual audit. The 990 is completed by APIC's tax firm and is reviewed in detail by the organization's CFO and CEO. Additionally, the then completed and reviewed form 990 is made available to the organization's finance committee for their review and any questions and comments are addressed by either the organization's CFO or CEO. A final PDF copy is also made available to the Board of Directors for their review before the Form 990 is filed.

Conflict of Interest Policy Monitoring & Enforcement

Form 990, Part VI, Line 12c Annually, all board members, the CEO and CFO are required to complete a conflict of interest declaration. They must acknowledge that they have read and understand the conflict of interest policy. At each board call or meeting all board members are required to declare any new conflicts of interest. The CEO reviews declarations and they are posted on the Board of Director portal for access by all board members. The conflicts are managed by the board of directors and restrictions are imposed contingent on the extent of the conflict. The person with a conflict, if egregious, will recuse themselves from the discussion and the vote if applicable; other actions as determined by the board of directors could be non-participation in the discussion and/or abstaining the person from voting.

Process for Determining Compensation

Form 990, Part VI, Line 15a Salary surveys are used to compare compensation and benefits of CEO, Executive Director, top management officials, and key employees. The compensation committee approves the CEO's salary and then documents its decision in contemporaneous minutes.

How Documents are Made Available to the Public

Form 990, Part VI, Line 19 APIC makes its governing documents available on its website. Their conflict of interest policy and financial statements are made available upon request.

Other Changes in Net Assets

Form 990, Part XI, Line 9 Imputed Margin on Interco. Services $(3,978)

Financial Statement Notes

Intended Uses of Endowment Funds

Schedule D, Part V, Line 4 Earnings partially fund annual research award of $1,000.

Liability for Uncertain Tax Position (ASC 740)

Schedule D, Part X, Line 2 Under provisions of the Internal Revenue Code Section 501(c)(3), and applicable state regulations, APIC is exempt from taxes except for unrelated business income. For financial statement purposes, APIC is required to record a liability for any material tax position taken which does not meet the minimum thresholds of "more likely than not" to be successful under regulatory challenge. No provision for income taxes has been recorded in for tax years ended December 31, 2014 and 2013 since management believes there is no material unrelated business income or material uncertain tax positions requiring the recognition of a liability. APIC's informational returns are subject to examination by the appropriate taxing jurisdictions. As of December 31, 2014 APIC's informational returns generally remain open for the last four years.

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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/PersonNm0Jennie Mayfield
IRS990/Form990PartVIISectionAGrp/PersonNm1Mary Lou Manning
IRS990/Form990PartVIISectionAGrp/PersonNm2Patti Grant
IRS990/Form990PartVIISectionAGrp/PersonNm3Connie Steed
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IRS990/Form990PartVIISectionAGrp/PersonNm5Barbara DeBaum
IRS990/Form990PartVIISectionAGrp/PersonNm6Susan Dolan
IRS990/Form990PartVIISectionAGrp/PersonNm7Gail Fraine
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IRS990/Form990PartVIISectionAGrp/PersonNm9Donna Giannuzzi
IRS990/Form990PartVIISectionAGrp/PersonNm10Janet Haas
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IRS990/Form990PartVIISectionAGrp/PersonNm18Lisa Tomlinson
IRS990/Form990PartVIISectionAGrp/PersonNm19Leslie Kretzu
IRS990/Form990PartVIISectionAGrp/PersonNm20Elizabeth Garman
IRS990/Form990PartVIISectionAGrp/PersonNm21Caroline Fuchs
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Immediate Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
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/TitleTxt16Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP, Govt.Affairs, Prac Guid
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Director, ACSI
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP Marketing & Practice Res.
IRS990/Form990PartVIISectionAGrp/TitleTxt22Senior Director, Education
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$8.10$8.71$21.9$22.7$0.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$7.88$13.0$15.1$14.2$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$6.85$13.7$12.0$10.7$1.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$6.83$12.0$10.7$10.7$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$6.66$11.3$13.2$12.2$0.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$6.88$9.35$14.0$13.2$0.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$6.14$9.25$13.3$12.1$1.15
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$5.15$7.71$12.1$11.0$1.04
2015Detailed filing. Detailed filing data is available for this year.$11.2$4.73$6.45$12.4$11.5$0.90
2014Detailed filing. Detailed filing data is available for this year.$10.5$4.52$5.98$11.4$11.0$0.38
2013Detailed filing. Detailed filing data is available for this year.$9.99$4.26$5.73$10.3$10.0$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$3.90$3.87$12.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.53$3.93$3.60$11.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits