Civic Intelligence

International Society for Pharmacoepidemiology

EIN 41-1688677 • 501(c)3 • Washington, DC

Profile

The international society for pharmacoepidemiology (ispe) is a non-profit international professional membership organization dedicated to advancing the health of the public by providing a forum for the open exchange of scientific information and for the development of policy; education; and advocacy for the field of pharmacoepidemiology, including pharmacovigilance, drug utilization research, outcomes research, comparative effectiveness research, and therapeutic risk management.

529 14th St NW STE 1280Washington, DC 20045

www.pharmacoepi.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.32x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.9%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$4,579,976

Up $636,975 (+16%) from 2023

Liabilities

Down

$826,946

Down $153,641 (-16%) from 2023

Net Assets

Up

$3,753,030

Up $790,616 (+27%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin74th percentile

Revenue

Up

$2,620,637

Up $235,244 (+9.9%) from 2023

Expenses

Down

$2,057,754

Down $896,005 (-30%) from 2023

Net Income

Up

$562,883

Up $1,131,249 (+199%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,702,178Liabilities 2011: $779,423Net Assets 2011: $1,922,7552011Assets 2012: $2,925,917Liabilities 2012: $664,290Net Assets 2012: $2,261,6272012Assets 2013: $3,124,400Liabilities 2013: $605,989Net Assets 2013: $2,518,4112013Assets 2014: $3,137,126Liabilities 2014: $246,089Net Assets 2014: $2,891,0372014Assets 2015: $3,388,690Liabilities 2015: $709,297Net Assets 2015: $2,679,3932015Assets 2016: $3,683,318Liabilities 2016: $762,180Net Assets 2016: $2,921,1382016Assets 2017: $3,819,713Liabilities 2017: $802,023Net Assets 2017: $3,017,6902017Assets 2018: $3,697,146Liabilities 2018: $631,035Net Assets 2018: $3,066,1112018Assets 2019: $4,057,343Liabilities 2019: $877,007Net Assets 2019: $3,180,3362019Assets 2020: $3,709,080Liabilities 2020: $152,002Net Assets 2020: $3,557,0782020Assets 2021: $3,912,869Liabilities 2021: $193,190Net Assets 2021: $3,719,6792021Assets 2022: $4,224,312Liabilities 2022: $723,122Net Assets 2022: $3,501,1902022Assets 2023: $3,943,001Liabilities 2023: $980,587Net Assets 2023: $2,962,4142023Assets 2024: $4,579,976Liabilities 2024: $826,946Net Assets 2024: $3,753,0302024

Highlighted filing

2024

Assets$4,579,976
Liabilities$826,946
Net Assets$3,753,030
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,324,721Expenses 2011: $1,111,686Net Income 2011: $213,0352011Expenses 2012: $1,106,4742012Revenue 2013: $1,467,299Expenses 2013: $1,351,250Net Income 2013: $116,0492013Revenue 2014: $1,502,646Expenses 2014: $1,354,899Net Income 2014: $147,7472014Revenue 2015: $897,511Expenses 2015: $1,128,079Net Income 2015: -$230,5682015Revenue 2016: $1,901,937Expenses 2016: $1,586,987Net Income 2016: $314,9502016Revenue 2017: $1,663,277Expenses 2017: $1,780,493Net Income 2017: -$117,2162017Revenue 2018: $1,749,841Expenses 2018: $1,834,180Net Income 2018: -$84,3392018Revenue 2019: $2,032,537Expenses 2019: $1,920,082Net Income 2019: $112,4552019Revenue 2020: $2,374,699Expenses 2020: $1,959,645Net Income 2020: $415,0542020Revenue 2021: $911,170Expenses 2021: $943,126Net Income 2021: -$31,9562021Revenue 2022: $827,522Expenses 2022: $891,957Net Income 2022: -$64,4352022Revenue 2023: $2,385,393Expenses 2023: $2,953,759Net Income 2023: -$568,3662023Revenue 2024: $2,620,637Expenses 2024: $2,057,754Net Income 2024: $562,8832024

Highlighted filing

2024

Revenue$2,620,637
Expenses$2,057,754
Net Income$562,883
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,579,976
Liabilities
$826,946
Net assets
$3,753,030
Revenue
$2,620,637
Expenses
$2,057,754
Net income
$562,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.58$0.83$3.75$2.62$2.06$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.98$2.96$2.39$2.95$0.57
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.72$3.50$0.83$0.89$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.19$3.72$0.91$0.94$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.15$3.56$2.37$1.96$0.42
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.88$3.18$2.03$1.92$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.63$3.07$1.75$1.83$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.80$3.02$1.66$1.78$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.76$2.92$1.90$1.59$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.71$2.68$0.90$1.13$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.25$2.89$1.50$1.35$0.15
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.61$2.52$1.47$1.35$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.66$2.26$1.11
2011Summary only. Only limited summary data is available for this year.$2.70$0.78$1.92$1.32$1.11$0.21
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
$2,620,637
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,232,450$3,099,830▲ $867,380
Cash and Non-Interest-Bearing Accounts$959,090$947,447▼ $11,643
Prepaid Expenses and Deferred Charges$610,295$523,668▼ $86,627
Accounts Receivable$141,166$9,031▼ $132,135
Total Assets$3,943,001$4,579,976▲ $636,975
Liabilities
Deferred Revenue$765,165$701,687▼ $63,478
Accounts Payable and Accrued Expenses$54,047$125,259▲ $71,212
Total Liabilities$819,212$826,946▲ $7,734
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,027,646$3,660,607▲ $632,961
Net Assets With Donor Restrictions$96,143$92,423▼ $3,720
Total Net Assets Fund Balance$3,123,789$3,753,030▲ $629,241
Total Liabilities and Net Assets / Fund Balance$3,943,001$4,579,976▲ $636,975

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$92,450$92,450
Equipment-$15,390$15,390
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Tobias GerhardImmediate Past President
Vincent Lo ReImmediate Past President
Lisa PontPresident
Mary Beth RitcheyPresident-Elect
Andrea MargulisDirector
Daniel Prieto-AlhambraDirector
Efe EworukeDirector
Elisabetta PatornoDirector
Gillian CaugheyDirector
Hongbo YuanDirector
Jennifer LundDirector
Jeremy RassenDirector
Jessica FranklinDirector
Keiko AsaoDirector
Marianne CunningtonDirector
Mette NorgaardDirector
Stine Hasling MogensenDirector
Ursula KirchmayerDirector
Yoshiaki UyamaDirector
Stanley EdlavitchExecutive Director Emeritus
Jennifer ChristianExecutive Secretary
Caitlin KnoxVP Finance
Jennifer ChristianVP Finance-Elect

Highest Paid Contractors

ContractorServicesLocationCompensation
Kellen CompanyManagement3200 Windy Hill Rd SE Ste 600W, Atlanta, GA 30339-8585$531,287
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,523,335
Investment Income
$97,302
Other Revenue
$0
Change in Net Assets
$562,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,620,637
Revenue Not Reported on Form 990
$70,078
Total Revenue per Audited Statements
$2,690,715
Total Revenue per Form 990
$2,620,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,878,960
Grants and Similar Amounts Paid$178,794
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$334,171$197,116-$531,287
Conferences and Meetings$475,421$29,891-$505,312
Grants to Domestic Individuals$178,794--$178,794
Occupancy$158,695$400-$159,095
Information Technology$120,645$17,459-$138,104
Office Expenses$104,898$1,763-$106,661
All Other Expenses$73,693$3,646-$77,339
Fees for Services Other$46,898--$46,898
Travel$37,731--$37,731
Other Expenses$24,058$1,241-$25,299
Fees for Services Accounting-$10,500-$10,500
Insurance-$3,947-$3,947
Advertising$3,012--$3,012
Total Functional Expenses$1,791,505$266,249$0$2,057,754

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,057,754
Total Expenses per Audited Statements$2,057,754
Total Expenses per Form 990$2,057,754
International Activity

International Summary

Spending
$1,372,539

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
Europe including Iceland and GreenlandProgram servicesProgram--$1,328,251
East Asia and the PacificProgram servicesProgram--$22,144
Sub-Saharan AfricaProgram servicesProgram--$22,144
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
Yes
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
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Effective July 1, 2022, ISPE entered into an agreement with Kellen Company, an association management company, to receive management and administrative services.”

Members or stockholder classes and rights Part VI line 6

“Members are individuals or organizations dedicated to pharmacoepidemiology research, education, and practice and its related description lines, and demonstrates and interest in promoting the growth of this field. All members have voting rights.”

Member election for additional members Part VI line 7A

“Every member has the right to elect members of the Organizations governing body.”

Governing body decisions Part VI line 7B

“The by-laws may be amended or repealed by action of the Board of Directors or by action of the general members.”

Form 990 governing body review Part VI line 11

“Form 990 is prepared by an outside independent certified public accounting firm and submitted to senior ISPE management prior to distribution to ISPEs Board of Directors. A draft of Form 990 is sent to the Board of Directors with a final version available to the board after it is filed with the IRS.”

Conflict of interest policy compliance Part VI line 12C

“Conflict of interest discussed and resolved on a case by case basis as situations which could cause conflicts arise.”

CEO executive director top management comp Part VI line 15A

“Compensation of ISPEs Executive Secretary is paid by PAI Management Corporation through a management services contract (in lieu of full time professional staff) under which PAI provides a scope of management, technology and accounting services which is agreed upon and approved on a yearly basis by the Board of Directors.”

Other officer or key employee compensation Part VI line 15B

“ISPE operates under a management services contract with an outsourced management company in lieu of full time professional staff.”

Governing documents etc available to public Part VI line 19

“The Organization makes it governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
International Society for Pharmacoepidemiology
EIN
41-1688677
Address
529 14th St NW STE 1280, Washington, DC 20045

Signing Officer

Name
Jennifer Christian
Title
Executive Secre
Phone
3017186500
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Pont
Formed
1989
Legal Domicile
Nj
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
91

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John Mullins
Phone
2027706371
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Net Asset adjustment from prior year”

General explanation attachment

“Mission Statement:The International Society for Pharmacoepidemiology (ISPE) is a non-profit international professional membership organization dedicated to advancing the health of the public by providing a forum for the open exchange of scientific information and for the development of policy, education, and advocacy for the field of pharmacoepidemiology, including pharmacovigilance, drug utilization research, outcomes research, comparative effectiveness research, and therapeutic risk management.”

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“ISPE is exempt from the payment of income taxes on its exempt activities under Section 501 (c)(3) of the Internal Revenue Code.ISPE follows the Financial Accounting Standards Board Accounting Standards Codification, which provides guidance on accounting for uncertainty in income taxes recognized in ISPEs financial statements, if any. At year end, ISPE had no unrecognized tax benefits related to uncertain tax positions in its information return that would qualify for either recognition or disclosure in its financial statements. ISPEs policy would be to recognize interest and penalties on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. Through year end, there have been no matters that would have resulted in an accrual for interest and/or penalties.Generally, the tax years before 2019 are no longer subject to examination by federal, state, or local taxing authorities.”

Raw XML AppendixShowing 400 of 593 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/ProgSrvcAccomActy2Grp/Desc0The Societys communications program delivers: 1) a website with significant resources on the expanding science and practice of pharmacoepidemiology, and presents ISPEs goals and objectives to current/prospective members, and the general public; and 2) regular email updates to members on developments in pharmacoepidemiology, or about ISPE.
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