Civic Intelligence

International Society For

EIN 25-1846520 • 501(c)3 • Monroeville, PA

View Organization Page

Profile

To foster international collaboration in education, research and clinical care to improve the lives of those with bipolar disorder and related conditions.

PO Box 396Monroeville, PA 15146

www.isbd.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

1.04x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-6.2%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$2,180,014

Up $43,355 (+2.0%) from 2023

Liabilities

Up

$318,466

Up $7,030 (+2.3%) from 2023

Net Assets

Up

$1,861,548

Up $36,325 (+2.0%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin47th percentile

Revenue

Down

$798,251

Down $18,550 (-2.3%) from 2023

Expenses

Down

$746,451

Down $422 (-0.1%) from 2023

Net Income

Down

$51,800

Down $18,128 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $763,313Liabilities 2011: $0Net Assets 2011: $763,3132011Assets 2012: $1,146,081Liabilities 2012: $0Net Assets 2012: $1,146,0812012Assets 2014: $1,797,279Liabilities 2014: $14,854Net Assets 2014: $1,782,4252014Assets 2015: $1,776,235Liabilities 2015: $1,138Net Assets 2015: $1,775,0972015Assets 2016: $1,631,291Liabilities 2016: $68,383Net Assets 2016: $1,562,9082016Assets 2017: $1,667,940Liabilities 2017: $7,083Net Assets 2017: $1,660,8572017Assets 2018: $1,222,720Liabilities 2018: $1,195Net Assets 2018: $1,221,5252018Assets 2019: $1,394,091Liabilities 2019: $4,919Net Assets 2019: $1,389,1722019Assets 2020: $2,175,835Liabilities 2020: $569,411Net Assets 2020: $1,606,4242020Assets 2021: $2,121,867Liabilities 2021: $313,107Net Assets 2021: $1,808,7602021Assets 2022: $1,989,354Liabilities 2022: $392,948Net Assets 2022: $1,596,4062022Assets 2023: $2,136,659Liabilities 2023: $311,436Net Assets 2023: $1,825,2232023Assets 2024: $2,180,014Liabilities 2024: $318,466Net Assets 2024: $1,861,5482024

Highlighted filing

2024

Assets$2,180,014
Liabilities$318,466
Net Assets$1,861,548
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $221,4802011Expenses 2012: $233,4842012Revenue 2014: $971,044Expenses 2014: $332,584Net Income 2014: $638,4602014Revenue 2015: $833,831Expenses 2015: $831,055Net Income 2015: $2,7762015Revenue 2016: $915,146Expenses 2016: $1,037,724Net Income 2016: -$122,5782016Revenue 2017: $929,452Expenses 2017: $959,575Net Income 2017: -$30,1232017Revenue 2018: $908,338Expenses 2018: $1,192,698Net Income 2018: -$284,3602018Revenue 2019: $883,320Expenses 2019: $868,686Net Income 2019: $14,6342019Revenue 2020: $466,636Expenses 2020: $377,929Net Income 2020: $88,7072020Revenue 2021: $822,920Expenses 2021: $642,545Net Income 2021: $180,3752021Revenue 2022: $378,702Expenses 2022: $366,829Net Income 2022: $11,8732022Revenue 2023: $816,801Expenses 2023: $746,873Net Income 2023: $69,9282023Revenue 2024: $798,251Expenses 2024: $746,451Net Income 2024: $51,8002024

Highlighted filing

2024

Revenue$798,251
Expenses$746,451
Net Income$51,800
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,180,014
Liabilities
$318,466
Net assets
$1,861,548
Revenue
$798,251
Expenses
$746,451
Net income
$51,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.32$1.86$0.80$0.75$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.31$1.83$0.82$0.75$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.39$1.60$0.38$0.37$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.31$1.81$0.82$0.64$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.57$1.61$0.47$0.38$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.88$0.87$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.91$1.19$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.93$0.96$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.07$1.56$0.92$1.04$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.83$0.83$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.01$1.78$0.97$0.33$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.00$0.76$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$798,251
Mission and Program Overview

Mission

Isbd is a global network of individuals dedicated to finding ways to improve the lives of those with bipolar disorder through collaboration, research and education.

To foster international collaboration in education, research and clinical care to improve the lives of those with bipolar disorder and related conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,564,034$1,657,734▲ $93,700
Savings and Temporary Cash Investments$411,753$321,008▼ $90,745
Cash and Non-Interest-Bearing Accounts$103,198$161,981▲ $58,783
Prepaid Expenses and Deferred Charges$47,072$28,875▼ $18,197
Land, Buildings, and Equipment, Net$602$416▼ $186
Total Assets$2,136,659$2,180,014▲ $43,355
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$311,325$311,000▼ $325
Accounts Payable and Accrued Expenses$111$7,466▲ $7,355
Total Liabilities$311,436$318,466▲ $7,030
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,825,223$1,861,548▲ $36,325
Total Net Assets Fund Balance$1,825,223$1,861,548▲ $36,325
Total Liabilities and Net Assets / Fund Balance$2,136,659$2,180,014▲ $43,355

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$416$11,204$11,620
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Chad Daversa MaExecutive DirectorFT$92,732$92,732

Board Members and Trustees

NameTitle
Gin Malhi Md PhdImmediate Past President
Holly Swartz MdPresident
Ralph Kupka Md PhdVice President, Education
Erin Michalak PhdVice President, Global Out
Erika Saunders MdVice President, Governance
Ayal Schaffer Md FrcpcVice President, Research
Andrea Vassilev PsychdBoard of Directors
Annemiek Dols Md PhdBoard of Directors
Beny Lafer Md PhdBoard of Directors
Katherine Burdick PhdBoard of Directors
Koji Matsuo Md PhdBoard of Directors
Manuel Sanchez MdBoard of Directors
Rebekah Huber PhdBoard of Directors
Sara Schley MbaBoard of Directors
Tamsyn Van Rheenen PhdBoard of Directors
Trisha Suppes Md PhdBoard of Directors
Jair Soares Md PhdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,024
Program Service Revenue
$559,791
Investment Income
$178,361
Other Revenue
$34,075
All Other Contributions
$26,024
Change in Net Assets
$51,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$798,251
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-15,475
Total Revenue per Audited Statements
$782,776
Total Revenue per Form 990
$798,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$543,247
Salaries, Compensation, and Employee Benefits$203,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$436,615--$436,615
Current Officers, Directors, Trustees, and Key Employees$117,685$50,437-$168,122
Other Employee Benefits$10,572$4,531-$15,103
Fees for Services Accounting-$14,696-$14,696
Fees for Services Other-$14,070-$14,070
Payroll Taxes$9,278$3,976-$13,254
Fees for Service Investment Mgmnt Fees-$12,830-$12,830
Office Expenses-$8,450-$8,450
Pension Plan Contributions$4,708$2,017-$6,725
Insurance-$2,720-$2,720
Other Expenses$10,372$2,300-$2,300
Travel-$2,227-$2,227
Depreciation Depletion-$186-$186
Total Functional Expenses$619,019$127,432$0$746,451

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$746,451
Total Expenses per Audited Statements$746,451
Total Expenses per Form 990$746,451
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
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
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“International society for bipolar disorders, inc is a non stock corporation with members that elect members of the governing body.”

Form 990, Part VI, Section A, Line 7A

“The membership votes on election of the board of directors”

Form 990, Part VI, Section A, Line 7B

“Members have to approve constitutional amendments”

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

“Form 990 governing body review (part vi, line 11) - form 900 is reviewed by the executive director and an independent auditor before filing with taxing authority. Review by a member of the board of directors can be arranged upon request.”

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

“To ensure that isbd operates in a manner consistent with its charitable purposes and its status as an organization exempt from federal income tax, the board shall authorize and oversee a periodic review of the administration of this conflict of interest policy. The review may be written or oral. The review shall consider the level of compliance with the policy, the continuing suitability of the policy,and whether the policy should be modified and improved.”

Form 990, Part VI, Section B, Line 15

“Review and approval of organization's ceo, executive director and other key employees done by trustees”

Form 990, Part VI, Section C, Line 18

“Documents and information are available upon request.”

Form 990, Part VI, Section C, Line 19

“Documents and information are available upon request.”

Filing and Contact Details

Filer

Filer Name
International Society for
EIN
25-1846520
Phone
4128803792
Address
PO BOX 396, MONROEVILLE, PA 15146

Signing Officer

Name
Chad Daversa
Title
Executive Director
Phone
4126185281
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Swartz Md
Formed
1999
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
0

Preparer

Firm
Brennan Piper & Associates Pc
Address
811 BOYD AVENUE SUITE 205, PITTSBURGH, PA 15238
Preparer
Shamus Brennan
Phone
4128268600
Raw XML AppendixShowing 400 of 530 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT, GOVERNANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT, RESEARCH
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT, GLOBAL OUT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT, EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
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IRS990/MissionDesc0TO FOSTER INTERNATIONAL COLLABORATION IN EDUCATION, RESEARCH AND CLINICAL CARE TO IMPROVE THE LIVES OF THOSE WITH BIPOLAR DISORDER AND RELATED CONDITIONS.
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IRS990/PrincipalOfficerNm0HOLLY SWARTZ MD
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES: ISBD HOLDS AN ANNUAL CONFERENCE, WHICH SERVES AS THE MAIN EDUCATION EVENT OF THE SOCIETY AND PROVIDES A MULTITUDE OF OPPORTUNITIES TO LEARN AND ENGAGE WITH THE ORGANIZATION. THE CONFERENCE FEATURES KEYNOTE PRESENTATIONS FROM RECOGNIZED AND RESPECTED LEADERS IN THE FIELD, WHILE SUBMITTED PARALLEL SYMPOSIA OPEN THE PROGRAM UP TO CONTRIBUTIONS FROM YOUNG RESEARCHERS WITH NEW DATA. THE PROGRAM ALSO FEATURES RAPID COMMUNICATIONS SESSIONS, WHERE CUTTING-EDGE AND NEWLY-EMERGING RESEARCH IS DELIVERED IN SHORT-FORM PRESENTATIONS. IN ADDITION TO THESE FEATURES, THE CONFERENCE HOSTS WORKSHOPS THAT PROVIDE A HANDS-ON APPROACH TO LEARNING UTILIZING CASE STUDIES AND OTHER GROUP LEARNING EXERCISES. THE PROGRAM IS MAINLY GEARED TOWARDS CLINICIANS AND RESEARCHERS. THE MEETING TYPICALLY COVERS TOPICS INCLUDING BIPOLAR DISORDERS IN SPECIAL POPULATIONS, BRAIN STRUCTURE AND BRAIN FUNCTION, COMORBIDITY BETWEEN BIPOLAR DISORDERS AND MEDICAL DISORDERS, REVIEWS OF DIAGNOSTIC AND TREATMENT GUIDELINES, NEUROIMAGING STUDIES, BIOMARKERS, GENETICS RESEARCH, AND PSYCHOTHERAPIES AMONG MANY OTHER TOPICS. THE MEETING ALSO SERVES AS A PLACE FOR ISBD TASK FORCES, COMMITTEES AND CHAPTER LEADERS TO ASSEMBLE AND DISCUSS CHALLENGES AND FURTHER THE MISSION OF THE ORGANIZATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0AWARDS:THE SAMUEL GERSHON AWARDS FOR JUNIOR INVESTIGATORS, NAMED IN HONOR OF DR. SAMUEL GERSON, PAST ISBD PRESIDENT AND PIONEER OF EARLY LITHIUM RESEARCH, OFFER 4 AWARDS FOR ORIGINAL RESEARCH SUBMISSIONS. AWARDS ARE BASED ON THE ORIGINALITY OF THE CONTENT, AS WELL AS THE SIGNIFICANCE OF THE FINDINGS REPORTED, AND ARE EVALUATED BY AN INTERNATIONAL SCIENTIFIC PANEL UNDER THE AUSPICES OF THE ISBD. THESE AWARDS ARE OPEN TO PSYCHIATRIC TRAINEES, POSTGRADUATE STUDENTS AND JUNIOR FACULTY UP TO THE ASSISTANT PROFESSOR RANK FROM AROUND THE WORLD. THE AWARDS ARE PRESENTED IN CONJUNCTION WITH THE SOCIETY'S BIENNIAL MEETING, WHERE THE WINNERS PRESENT THEIR RESEARCH IN A SPECIAL SESSION SHOWCASING THE WORK OF JUNIOR PEOPLE IN THE FIELD.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0WEBSITE: THE WEBSITE SERVES AS THE HUB OF ACTIVITY FOR THE ORGANIZATION, ALLOWING MEMBERS TO UPDATE THEIR ADDRESSES, RENEW MEMBERSHIP IN THE SOCIETY, AND ACCESS THE BIPOLAR DISORDERS JOURNAL, OUR WEBINARS AND MEMBERSHIP DIRECTORY VIA THE MEMBERS ZONE. THE SITE ALSO SERVES TO INFORM MEMBERS ABOUT APPLICATION FOR THE SOCIETY'S AWARDS, CHAPTER ACTIVITIES, AND AS A PLATFORM FOR PROMOTING OUR WORLD BIPOLAR DAY CAMPAIGN.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1WORLD BIPOLAR DAY & ADVOCACY: WORLD BIPOLAR DAY (WBD) IS AN INITIATIVE OF THE SOCIETY AND A JOINT COLLABORATION BETWEEN ISBD AND OTHER ADVOCACY ORGANIZATIONS TO PROMOTE AWARENESS ABOUT THE ILLNESS THROUGH ENCOURAGING OTHER ORGANIZATIONS AND INDIVIDUALS TO HOLD EVENTS DESIGNED TO REDUCE THE STIGMA ASSOCIATED WITH BIPOAR DISORDER. THE INAUGURAL WBD WAS HELD ON MARCH 30TH, 2014, COMMEMORATING THE BIRTHDAY OF THE FAMOUS DUTCH PAINTER VINCENT VAN GOGH, WHO WAS POSTHUMOUSLY DIAGNOSED AS HAVING HAD BIPOLAR DISORDER. ISBD HAS CONTRIBUTED TO DEVELOPMENT OF CONCEPT AND LOGO AND MAINTAINS THE CAMPAIGN'S PRESENCE ON SOCIAL MEDIA PLATFORMS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2TASK FORCES: ISBD TASK FORCES CONSIST OF ISBD MEMBERS AND OTHER GLOBAL EXPERTS WHO COME TOGETHER TO ADDRESS IMPORTANT UNANSWERED QUESTIONS IN VARIOUS SUBSPECIALTIES IN RESEARCH AND CLINICAL PRACTICE. THE TASK FORCE DELIVERABLES INCLUDE PEER-REVIEWED MANUSCRIPTS, WEBINARS, CONFERENCE PRESENTATIONS, AND PATIENT DIRECTED PAMPHLETS AND RESOURCES, MUCH OF WHICH IS AVAILABLE TO OUR MEMBERS THROUGH OUR WEBSITE. AS SUCH, THE TASK FORCES ARE A MAJOR STAPLE AND ENGINE OF THE ISBD RESEARCH OUTPUT AND REPRESENT AN AREA OF SIGNIFICANT INTERNATIONAL COLLABORATION. THE GOAL OF TASK FORCES IS TO PROVIDE DIRECTION AND ANSWER UNMET NEEDS, AND CONSEQUENTLY, THEY ARE MEANT TO HAVE IMPACT ON THE FUTURE OF RESEARCH AND CLINICAL PRACTICE IN BIPOLAR DISORDERS.
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