Civic Intelligence

Society for Molecular Biology and Evolution

990 • Fiscal year 2017 • EIN 25-1719453

Jun 01, 2016 to May 31, 2017 • Filed on Feb 20, 2018

Organization Profilewww.smbe.org
810 E 10th StreetLawrence, KS 66044

(480) 727-6949

Siviq Scores

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

Liabilities / Assets

34th percentile

0.08x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.33x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

32%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$75,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

6.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-18%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$3,995,425

Up $257,221 (+6.9%) from 2016

Net Assets

Up

$3,673,200

Up $268,721 (+7.9%) from 2016

Liabilities

Down

$322,225

Down $11,500 (-3.4%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin93rd percentile

Revenue

Down

$979,778

Down $220,266 (-18%) from 2016

Expenses

Down

$667,642

Down $116,125 (-15%) from 2016

Net Income

Down

$312,136

Down $104,141 (-25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,192,666Liabilities 2010: $0Net Assets 2010: $1,192,6662010Assets 2014: $2,933,887Liabilities 2014: $0Net Assets 2014: $2,933,8872014Assets 2015: $3,405,548Liabilities 2015: $417,346Net Assets 2015: $2,988,2022015Assets 2016: $3,738,204Liabilities 2016: $333,725Net Assets 2016: $3,404,4792016Assets 2017: $3,995,425Liabilities 2017: $322,225Net Assets 2017: $3,673,2002017Assets 2018: $3,940,688Liabilities 2018: $322,835Net Assets 2018: $3,617,8532018Assets 2019: $3,849,824Liabilities 2019: $475,264Net Assets 2019: $3,374,5602019Assets 2020: $4,334,447Liabilities 2020: $789,515Net Assets 2020: $3,544,9322020Assets 2021: $5,606,228Liabilities 2021: $957,591Net Assets 2021: $4,648,6372021Assets 2022: $6,058,068Liabilities 2022: $1,310,715Net Assets 2022: $4,747,3532022Assets 2023: $3,801,801Liabilities 2023: $145,105Net Assets 2023: $3,656,6962023Assets 2024: $3,069,459Liabilities 2024: $54,398Net Assets 2024: $3,015,0612024

Highlighted filing

2017

Assets$3,995,425
Liabilities$322,225
Net Assets$3,673,200
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $452,318Expenses 2010: $220,085Net Income 2010: $232,2332010Revenue 2014: $1,876,711Expenses 2014: $568,025Net Income 2014: $1,308,6862014Revenue 2015: $671,802Expenses 2015: $573,463Net Income 2015: $98,3392015Revenue 2016: $1,200,044Expenses 2016: $783,767Net Income 2016: $416,2772016Revenue 2017: $979,778Expenses 2017: $667,642Net Income 2017: $312,1362017Revenue 2018: $966,356Expenses 2018: $976,693Net Income 2018: -$10,3372018Revenue 2019: $1,016,781Expenses 2019: $1,306,682Net Income 2019: -$289,9012019Revenue 2020: $1,044,558Expenses 2020: $411,263Net Income 2020: $633,2952020Revenue 2021: $1,564,253Expenses 2021: $449,705Net Income 2021: $1,114,5482021Revenue 2022: $821,734Expenses 2022: $723,018Net Income 2022: $98,7162022Revenue 2023: $1,419,889Expenses 2023: $2,510,546Net Income 2023: -$1,090,6572023Revenue 2024: $906,952Expenses 2024: $1,548,346Net Income 2024: -$641,3942024

Highlighted filing

2017

Revenue$979,778
Expenses$667,642
Net Income$312,136
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 20, 2018
Return Version
2016v3.0
Gross Receipts
$979,778
Mission and Program Overview

Mission

Its mission and purpose is to be an international organization whose goals are to provide facilities for association and communication among molecular evolutionists and to further the goals of molecular evolution, as well as its practitioners and teachers. In order to accomplish these goals, the society publishes two peer-reviewed journals, "molecular biology and evolution" and "genome biology and evolution." the society sponsors an annual meeting, as well as smaller satellite meetings or workshop on important, focused, and timely topics. It also confers honors and awards to students and researchers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,404,479$3,673,200▲ $268,721
Savings and Temporary Cash Investments$3,049,019$3,121,346▲ $72,327
Accounts Receivable$404,036$561,213▲ $157,177
Prepaid Expenses and Deferred Charges$285,149$312,866▲ $27,717
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,738,204$3,995,425▲ $257,221
Other Assets Total-$0-
Liabilities
Deferred Revenue$320,602$316,189▼ $4,413
Accounts Payable and Accrued Expenses$13,123$6,036▼ $7,087
Total Liabilities$333,725$322,225▼ $11,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,404,479$3,673,200▲ $268,721
Total Liabilities and Net Assets / Fund Balance$3,738,204$3,995,425▲ $257,221
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleOtherTotal
Bill MartinEx Officio$75,000$75,000

Board Members and Trustees

NameTitle
Joe FelsenteinPast President
George ZhangPresident
Laura LandweberPresident-elect
Adam Eyre-walkerCouncilor
David LiberiesCouncilor
Emma TeelingCouncilor
Kateryna MakovaCouncilor
Maud TenaillonCouncilor
Sandra BaldaufCouncilor
Sudhir KumarEx Officio
James McinerneySecretary
Juliette De MeauxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,069
Program Service Revenue
$935,515
Investment Income
$18,194
Other Revenue
$0
All Other Contributions
$232
Change in Net Assets
$312,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$492,849
Grants and Similar Amounts Paid$174,793
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$169,679--$169,679
Foreign Grants$114,821--$114,821
Conferences and Meetings$103,000--$103,000
Grants to Domestic Individuals$57,174--$57,174
Fees for Services Management-$29,229-$29,229
Grants to Domestic Orgs$2,798--$2,798
Fees for Services Accounting-$1,975-$1,975
Other Expenses$190,226$-2,155-$-2,155
Total Functional Expenses$637,698$29,944$0$667,642
International Activity

International Summary

Spending
$253,736

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia & PacificTravel Costs & Satellite MtgsMeetings & Conferences00$133,040
EuropePublication EditingJournal Publications00$75,537
EuropeTravel Costs & Satellite MtgsMeetings & Conferences00$39,092
Middle East & AfricaTravel Costs & Satellite MtgsMeetings & Conferences00$6,067
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Upon determining the cost of a management employee to be too expensive, the board of directors selects a management company specializing in not-for-profit management to provide a director to maintain daily operations and report to the board of directors.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The tax return is provided to the designated representative, normally the treasurer, for review and approval before filing. The representative provides copy to executive committee who approves verbally or in writing to document.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board monitors and enforces bylaws on work of executive director who monitors and enforces directives to operations.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Using data provided by all voting members including the prior management contract and possibly an independent survey of not-for-profit executives for lawrence, kansas, the board of directors with regular and independent voting members selects an amount to pay an individual or a management company to administer operations.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Using data provided by all voting members including the prior management contract and possibly an independent survey of not-for-profit executives for lawrence, kansas, the board of directors with regular and independent voting members selects an amount to pay an individual or a management company to administer operations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents, conflict of interest policy when written, and financial statements are available to the public upon written request to the manager.”

Filing and Contact Details

Filer

Filer Name
Society for Molecular Biology and
EIN
25-1719453
Phone
4807276949
Address
810 E 10TH STREET, LAWRENCE, KS 66044

Signing Officer

Name
Jeffrey Loren Thorne
Title
Current Treasurer
Signed
2018-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Zhang
Formed
1992
Legal Domicile
Ks
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Firm
Mize Houser & Company Pa
Address
534 S KANSAS AVE 400, TOPEKA, KS 66603-3454
Preparer
Yvonne G Brownell
Phone
7852330536
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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/MissionDesc0ITS MISSION AND PURPOSE IS TO BE AN INTERNATIONAL ORGANIZATION WHOSE GOALS ARE TO PROVIDE FACILITIES FOR ASSOCIATION AND COMMUNICATION AMONG MOLECULAR EVOLUTIONISTS AND TO FURTHER THE GOALS OF MOLECULAR EVOLUTION, AS WELL AS ITS PRACTITIONERS AND TEACHERS. IN ORDER TO ACCOMPLISH THESE GOALS, THE SOCIETY PUBLISHES TWO PEER-REVIEWED JOURNALS, "MOLECULAR BIOLOGY AND EVOLUTION" AND "GENOME BIOLOGY AND EVOLUTION." THE SOCIETY SPONSORS AN ANNUAL MEETING, AS WELL AS SMALLER SATELLITE MEETINGS OR WORKSHOP ON IMPORTANT, FOCUSED, AND TIMELY TOPICS. IT ALSO CONFERS HONORS AND AWARDS TO STUDENTS AND RESEARCHERS.
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IRS990/NetAssetsOrFundBalancesEOYAmt03673200
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0895
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-2155
IRS990/OtherExpensesGrp/ProgramServicesAmt0190226
IRS990/OtherExpensesGrp/TotalAmt0190226
IRS990/OtherExpensesGrp/TotalAmt1895
IRS990/OtherExpensesGrp/TotalAmt2-2155
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0285149
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0312866
IRS990/PrincipalOfficerNm0GEORGE ZHANG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0511120
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL MEETING
IRS990/ProgramServiceRevenueGrp/Desc1JOURNAL REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1932048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1932048
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SOCIETY PUBLISHES TWO SCIENTIFIC JOURNALS, "MOLECULAR BIOLOGY AND EVOLUTION" (ONLINE AND PRINT, WEBSITE: MBE.OXFORDJOURNALS.ORG/) AND "GENOME BIOLOGY AND EVOLUTION" (AN 'OPEN ACCESS', ONLINE-ONLY JOURNAL, WEBSITE: GBE.OXFORDJOURNALS.ORG/). OUR PUBLISHER IS OXFORD UNIVERSITY PRESS. FOR "MOLECULAR BIOLOGY AND EVOLUTION," THE SOCIETY HAD 127 INSTITUTIONAL, INDIVIDUAL AND OTHER SUBSCRIPTIONS. THE SOCIETY EXPENSES FOR THESE JOURNALS ARE ALMOST EXCLUSIVELY ASSOCIATED WITH EDITOR AND EDITOR OFFICE SUPPORT.
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IRS990/PYInvestmentIncomeAmt01728
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IRS990/PYOtherExpensesAmt0666046
IRS990/PYProgramServiceRevenueAmt01156464
IRS990/PYRevenuesLessExpensesAmt0416277
IRS990/PYTotalExpensesAmt0783767
IRS990/PYTotalRevenueAmt01200044
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0312136
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IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt175537
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2133040
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt36067
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2EAST ASIA & PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3MIDDLE EAST & AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0MEETINGS & CONFERENCES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1JOURNAL PUBLICATIONS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2MEETINGS & CONFERENCES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3MEETINGS & CONFERENCES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0TRAVEL COSTS & SATELLITE MTGS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PUBLICATION EDITING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2TRAVEL COSTS & SATELLITE MTGS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3TRAVEL COSTS & SATELLITE MTGS
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IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt2CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt3CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt4CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt5CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt6CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt7CHECK
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IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EUROPE
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1CANADA AND MEXICO
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt2EAST ASIA & PACIFIC
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt3EUROPE
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt4CANADA AND MEXICO
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt5EAST ASIA & PACIFIC
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt6EUROPE
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt7MIDDLE EAST & AFRICA
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IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1MID CAREER AWARD
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt2POSTER AWARD
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt3POSTER AWARD
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt4STUDENT AWARDS FOR TRAVEL
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt5STUDENT AWARDS FOR TRAVEL
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt6STUDENT AWARDS FOR TRAVEL
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt7STUDENT AWARDS FOR TRAVEL

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,995,425
Liabilities
$322,225
Net assets
$3,673,200
Revenue
$979,778
Expenses
$667,642
Net income
$312,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.05$3.02$0.91$1.55$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.15$3.66$1.42$2.51$1.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.06$1.31$4.75$0.82$0.72$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.96$4.65$1.56$0.45$1.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.79$3.54$1.04$0.41$0.63
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.48$3.37$1.02$1.31$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.32$3.62$0.97$0.98$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.00$0.32$3.67$0.98$0.67$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.33$3.40$1.20$0.78$0.42
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.42$2.99$0.67$0.57$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$1.88$0.57$1.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.45$0.22$0.23