Civic Intelligence

American Sexually Transmitted Diseases Association

990 • Fiscal year 2016 • EIN 23-7403520

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

PO Box 12665Durham, NC 27709

(919) 361-8400

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

109%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,113,582

Up $140,529 (+14%) from 2015

Net Assets

Up

$1,111,582

Up $138,529 (+14%) from 2015

Liabilities

Up

$2,000

Up $2,000 from 2015

Revenue

Up

$899,095

Up $469,825 (+109%) from 2015

Expenses

Up

$775,660

Up $482,159 (+164%) from 2015

Net Income

Down

$123,435

Down $12,334 (-9.1%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $959,780Liabilities 2012: $0Net Assets 2012: $959,7802012Assets 2013: $785,591Liabilities 2013: $30,177Net Assets 2013: $755,4142013Assets 2014: $882,649Liabilities 2014: $0Net Assets 2014: $882,6492014Assets 2015: $973,053Liabilities 2015: $0Net Assets 2015: $973,0532015Assets 2016: $1,113,582Liabilities 2016: $2,000Net Assets 2016: $1,111,5822016Assets 2017: $1,338,106Liabilities 2017: $45Net Assets 2017: $1,338,0612017Assets 2018: $1,452,811Liabilities 2018: $0Net Assets 2018: $1,452,8112018Assets 2019: $1,645,077Liabilities 2019: $0Net Assets 2019: $1,645,0772019Assets 2020: $2,044,984Liabilities 2020: $15,000Net Assets 2020: $2,029,9842020Assets 2021: $2,540,013Liabilities 2021: $0Net Assets 2021: $2,540,0132021Assets 2022: $2,201,065Liabilities 2022: $65,000Net Assets 2022: $2,136,0652022Assets 2023: $2,985,710Liabilities 2023: $0Net Assets 2023: $2,985,7102023Assets 2024: $3,280,677Liabilities 2024: $0Net Assets 2024: $3,280,6772024

Highlighted filing

2016

Assets$1,113,582
Liabilities$2,000
Net Assets$1,111,582

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $825,1002012Revenue 2013: $290,210Expenses 2013: $513,377Net Income 2013: -$223,1672013Revenue 2014: $1,021,992Expenses 2014: $881,086Net Income 2014: $140,9062014Revenue 2015: $429,270Expenses 2015: $293,501Net Income 2015: $135,7692015Revenue 2016: $899,095Expenses 2016: $775,660Net Income 2016: $123,4352016Revenue 2017: $485,574Expenses 2017: $237,424Net Income 2017: $248,1502017Revenue 2018: $1,145,057Expenses 2018: $902,477Net Income 2018: $242,5802018Revenue 2019: $595,368Expenses 2019: $519,130Net Income 2019: $76,2382019Revenue 2020: $397,153Expenses 2020: $262,134Net Income 2020: $135,0192020Revenue 2021: $604,993Expenses 2021: $329,665Net Income 2021: $275,3282021Revenue 2022: $774,962Expenses 2022: $807,357Net Income 2022: -$32,3952022Revenue 2023: $1,735,769Expenses 2023: $1,111,433Net Income 2023: $624,3362023Revenue 2024: $1,767,504Expenses 2024: $1,660,808Net Income 2024: $106,6962024

Highlighted filing

2016

Revenue$899,095
Expenses$775,660
Net Income$123,435
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$1,158,161
Mission and Program Overview

Mission

Control/eradication of sexually transmitted diseases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$649,088$929,907▲ $280,819
Savings and Temporary Cash Investments$211,796$136,793▼ $75,003
Cash and Non-Interest-Bearing Accounts$111,804$45,512▼ $66,292
Total Assets$973,053$1,113,582▲ $140,529
Other Assets Total$365$1,370▲ $1,005
Liabilities
Other Liabilities-$2,000-
Total Liabilities$0$2,000▲ $2,000
Net Assets / Fund Balance
Unrestricted Net Assets$973,053$1,111,582▲ $138,529
Total Net Assets Fund Balance$973,053$1,111,582▲ $138,529
Total Liabilities and Net Assets / Fund Balance$973,053$1,113,582▲ $140,529
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$851,343
Investment Income
$33,204
Other Revenue
$14,548
Change in Net Assets
$123,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$899,095
Revenue Not Reported on Form 990
$12,346
Total Revenue per Audited Statements
$911,441
Total Revenue per Form 990
$899,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$720,660
Grants and Similar Amounts Paid$55,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$453,709--$453,709
Travel$72,720--$72,720
Grants to Domestic Orgs$55,000--$55,000
Fees for Services Other$22,500$25,029-$47,529
Advertising$22,151--$22,151
Other Expenses$7,515--$7,515
All Other Expenses$2,554$3,282-$5,836
Fees for Services Accounting-$5,170-$5,170
Office Expenses$2,757$266-$3,023
Fees for Service Investment Mgmnt Fees-$2,748-$2,748
Insurance-$1,024-$1,024
Total Functional Expenses$738,141$37,519$0$775,660

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$775,660
Total Expenses per Form 990$775,660
Total Expenses per Audited Statements$772,912
Expenses Not Reported on Form 990$-2,748
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Drexel UniversityPhiladelphia, PA501c3Research Project$50,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberMgmt and SupportNo$23,169
-Board MemberConference ManagemenNo$22,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Asha$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Page 6, Part VI, Line 11B

Form 990 is provided to board members for review and discussion prior to filing.

Form 990, Page 6, Part VI, Line 12C

Board members are asked at each board meeting to disclose any conflicts of interest of which they are aware.

Form 990, Page 6, Part VI, Line 19

Documents are available to the general public upon request to the organization.

Filing and Contact Details

Filer

Filer Name
American Sexually Transmitted
EIN
23-7403520
Phone
9193618400
Address
PO BOX 12665, DURHAM, NC 27709

Signing Officer

Name
J Dennis Fortenberry
Title
President
Phone
9193618400
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Dennis Fortenberry
Formed
1976
Legal Domicile
Tn
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Romeo Wiggins & Company Llp
Address
8210 CREEDMOOR RD 202, RALEIGH, NC 27613
Preparer
J Kelly Lanier
Phone
9198705151
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Miscellaneous program service expenses

Form 990, Part XI, Line 9

Investment advisory fees -2,748 investment advisory fees 2,748

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Investment advisory fees -2,748

Schedule D, Page 4, Part XII, Line 2D

Investment advisory fees -2,748

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IRS990/OtherRevenueMiscGrp/ExclusionAmt013069
IRS990/OtherRevenueMiscGrp/ExclusionAmt11479
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013069
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11479
IRS990/OtherRevenueTotalAmt014548
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0J DENNIS FORTENBERRY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0511120
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/BusinessCd2511120
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0STD CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1HIV DIAGNOSTIC CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATION ROYALTIES
IRS990/ProgramServiceRevenueGrp/Desc3MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0536874
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1153632
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2146072
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt314765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0536874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1153632
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2146072
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314765
IRS990/ProgSrvcAccomActy2Grp/Desc0AWARDS TO RECOGNIZE OUTSTANDING CONTRIBUTIONS IN THE CONTROL OF SEXUALLY TRANSMITTED DISEASES. GRANTS TO RESEARCHERS FOR STD RELATED RESEARCH PROJECTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt063500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt055000
IRS990/ProgSrvcAccomActy3Grp/Desc0EDITORIAL OFFICE SUPPORT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt071270
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MISCELLANEOUS PROGRAM SERVICE EXPENSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt056986
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt036396
IRS990/PYOtherExpensesAmt0243501
IRS990/PYOtherRevenueAmt07332
IRS990/PYProgramServiceRevenueAmt0385542
IRS990/PYRevenuesLessExpensesAmt0135769
IRS990/PYTotalExpensesAmt0293501
IRS990/PYTotalRevenueAmt0429270
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0123435
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0690506
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0211796
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0136793
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0109,585
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033204
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036396
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt028011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033244
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0173290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0851343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0385542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0944142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0202080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0570370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02953477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0173290
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.07000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt014548
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07332
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt023877
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt018624
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt045204
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0109585
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91260
IRS990ScheduleA/PublicSupportPY509Pct00.89820
IRS990ScheduleA/PublicSupportTotal509Amt02953477
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0851343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0385542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0944142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0202080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0570370
IRS990ScheduleA/Total509Grp/TotalAmt02953477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0899095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0429270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01010454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0248715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0648818
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03236352
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0-2748
IRS990ScheduleD/ExpensesSubtotalAmt0775660
IRS990ScheduleD/NetUnrealizedGainsInvstAmt015094
IRS990ScheduleD/OtherExpensesIncludedAmt0-2748
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO ASHA
IRS990ScheduleD/OtherRevenueAmt0-2748
IRS990ScheduleD/RevenueNotReportedAmt012346
IRS990ScheduleD/RevenueSubtotalAmt0899095
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT ADVISORY FEES -2,748
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT ADVISORY FEES -2,748
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt0775660
IRS990ScheduleD/TotalLiabilityAmt02000
IRS990ScheduleD/TotalRevenuePerForm990Amt0899095
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0911441
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0772912
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DREXEL UNIVERSITY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01505 RACE STREET 8TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019102
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0ASHA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1ASHA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt022500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt123169

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$1.77$1.66$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$1.74$1.11$0.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.07$2.14$0.77$0.81$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.60$0.33$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.02$2.03$0.40$0.26$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.60$0.52$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$1.15$0.90$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.49$0.24$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.90$0.78$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.43$0.29$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.02$0.88$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$0.29$0.51$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.83
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits