Civic Intelligence

Society for Epidemiologic Research

EIN 52-1138509 • 501(c)3 • Eagle, ID

Profile

The society for epidemiologic research (ser) was established as a forum forsharing the latest in epidemiologic research. Ser is committed to keepingepidemiologists at the vanguard of scientific developments. The societyprovides the american journal of epidemiology and epidemiologic reviews tomembers, and also organizes an annual meeting for the sharing anddissemination of epidemiologic information.

PO Box 1831Eagle, ID 83616

www.epiresearch.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.13x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

42nd percentile

1.2%

Higher net margin than 42% 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

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

28th percentile

-5.7%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,991,997

Up $4,561 (+0.2%) from 2023

Liabilities

Up

$263,347

Up $43,969 (+20%) from 2023

Net Assets

Down

$1,728,650

Down $39,408 (-2.2%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin42nd percentile

Revenue

Down

$1,191,133

Down $71,605 (-5.7%) from 2023

Expenses

Up

$1,176,686

Up $90,315 (+8.3%) from 2023

Net Income

Down

$14,447

Down $161,920 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $741,879Liabilities 2010: $326,554Net Assets 2010: $415,3252010Assets 2011: $807,198Liabilities 2011: $250,797Net Assets 2011: $556,4012011Assets 2012: $838,248Liabilities 2012: $243,174Net Assets 2012: $595,0742012Assets 2013: $854,960Liabilities 2013: $200,766Net Assets 2013: $654,1942013Assets 2014: $770,680Liabilities 2014: $195,210Net Assets 2014: $575,4702014Assets 2015: $849,474Liabilities 2015: $235,008Net Assets 2015: $614,4662015Assets 2016: $874,636Liabilities 2016: $155,340Net Assets 2016: $719,2962016Assets 2017: $1,040,026Liabilities 2017: $94,274Net Assets 2017: $945,7522017Assets 2018: $1,256,746Liabilities 2018: $119,610Net Assets 2018: $1,137,1362018Assets 2019: $1,441,353Liabilities 2019: $102,842Net Assets 2019: $1,338,5112019Assets 2020: $1,758,194Liabilities 2020: $156,832Net Assets 2020: $1,601,3622020Assets 2021: $1,868,219Liabilities 2021: $174,539Net Assets 2021: $1,693,6802021Assets 2022: $1,713,633Liabilities 2022: $171,975Net Assets 2022: $1,541,6582022Assets 2023: $1,987,436Liabilities 2023: $219,378Net Assets 2023: $1,768,0582023Assets 2024: $1,991,997Liabilities 2024: $263,347Net Assets 2024: $1,728,6502024

Highlighted filing

2024

Assets$1,991,997
Liabilities$263,347
Net Assets$1,728,650
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $308,0742010Expenses 2011: $804,0312011Expenses 2012: $394,4482012Revenue 2013: $567,540Expenses 2013: $508,420Net Income 2013: $59,1202013Revenue 2014: $429,955Expenses 2014: $508,679Net Income 2014: -$78,7242014Revenue 2015: $532,780Expenses 2015: $480,777Net Income 2015: $52,0032015Revenue 2016: $829,954Expenses 2016: $737,661Net Income 2016: $92,2932016Revenue 2017: $783,356Expenses 2017: $577,260Net Income 2017: $206,0962017Revenue 2018: $666,017Expenses 2018: $483,104Net Income 2018: $182,9132018Revenue 2019: $777,622Expenses 2019: $617,231Net Income 2019: $160,3912019Revenue 2020: $752,800Expenses 2020: $515,052Net Income 2020: $237,7482020Revenue 2021: $532,070Expenses 2021: $466,965Net Income 2021: $65,1052021Revenue 2022: $761,315Expenses 2022: $824,081Net Income 2022: -$62,7662022Revenue 2023: $1,262,738Expenses 2023: $1,086,371Net Income 2023: $176,3672023Revenue 2024: $1,191,133Expenses 2024: $1,176,686Net Income 2024: $14,4472024

Highlighted filing

2024

Revenue$1,191,133
Expenses$1,176,686
Net Income$14,447
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,991,997
Liabilities
$263,347
Net assets
$1,728,650
Revenue
$1,191,133
Expenses
$1,176,686
Net income
$14,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.26$1.73$1.19$1.18$0.01
2023Summary only. Only limited summary data is available for this year.$1.99$0.22$1.77$1.26$1.09$0.18
2022Summary only. Only limited summary data is available for this year.$1.71$0.17$1.54$0.76$0.82$0.06
2021Summary only. Only limited summary data is available for this year.$1.87$0.17$1.69$0.53$0.47$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.16$1.60$0.75$0.52$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.10$1.34$0.78$0.62$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.12$1.14$0.67$0.48$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.09$0.95$0.78$0.58$0.21
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.16$0.72$0.83$0.74$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.24$0.61$0.53$0.48$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.20$0.58$0.43$0.51$0.08
2013Summary only. Only limited summary data is available for this year.$0.85$0.20$0.65$0.57$0.51$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.24$0.60$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.25$0.56$0.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.33$0.42$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$1,291,133
Mission and Program Overview

Mission

The society for epidemiologic research (ser) was established as a forum forsharing the latest in epidemiologic research. Ser is committed to keepingepidemiologists at the vanguard of scientific developments. The societyprovides the american journal of epidemiology and epidemiologic reviews tomembers, and also organizes an annual meeting for the sharing anddissemination of epidemiologic information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$790,407$1,124,315▲ $333,908
Investments in Publicly Traded Securities$748,334$795,231▲ $46,897
Cash and Non-Interest-Bearing Accounts$448,695$72,451▼ $376,244
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,987,436$1,991,997▲ $4,561
Other Assets Total-$0-
Liabilities
Deferred Revenue$169,146$226,787▲ $57,641
Accounts Payable and Accrued Expenses$44,282$24,564▼ $19,718
Other Liabilities$5,950$11,996▲ $6,046
Total Liabilities$219,378$263,347▲ $43,969
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,768,058$1,728,650▼ $39,408
Total Net Assets Fund Balance$1,768,058$1,728,650▼ $39,408
Total Liabilities and Net Assets / Fund Balance$1,987,436$1,991,997▲ $4,561

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,655$12,655
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
William MillerPast President
Yvette CozierPresident
Wendy NembhardPresident Elect
Suzanne BevanExecutive Director
Brenda HeatonMember at Large
Bryan JamesMember at Large
Laura BlazerMember at Large
Monique BrownMember at Large
Peter TennantMember at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$445,270
Program Service Revenue
$718,104
Investment Income
$27,759
Other Revenue
$0
Change in Net Assets
$14,447

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,191,133
Revenue Not Reported on Form 990
$58,829
Total Revenue per Audited Statements
$1,249,962
Total Revenue per Form 990
$1,191,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,176,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$812,395--$812,395
Fees for Services Management$74,480$223,480-$297,960
Fees for Services Other$3,780$3,780-$7,560
Other Expenses$3,141$3,142-$6,283
Travel$4,228--$4,228
Total Functional Expenses$934,219$242,467$0$1,176,686

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,176,686
Total Expenses per Audited Statements$1,176,686
Total Expenses per Form 990$1,176,686
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
-Owned by DirectoMgmt FeesNo$297,960

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Lt Subscriptions Payable$11,996
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
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
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, Part VI, Section B, Line 11B

“The form 990 is reviewed by the officers prior to signing the form 8879-eo, authorizing the preparer to e-file the return.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Society For Epidemiologic Research
EIN
52-1138509
Phone
3853937077
Address
PO Box 1831, Eagle, ID 83616

Signing Officer

Name
Suzanne Bevan
Title
Executive Director
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Onyebuchi Arah
Formed
1978
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
30

Preparer

Firm
Carver Florek & James LLC
Address
2315 McDonald Avenue Suite 300, Missoula, MT 59801
Preparer
Angel Sharp CPA
Phone
4067285539
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Organizations tax-exempt purpose may be subject to taxation as unrelated business income. There was no known unrelated business income during the years ended December 31, 2024 and 2023.”

Raw XML AppendixShowing 400 of 455 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LT SUBSCRIPTIONS PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Organizations tax-exempt purpose may be subject to taxation as unrelated business income. There was no known unrelated business income during the years ended December 31, 2024 and 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE OFFICERS PRIOR TO SIGNING THE FORM 8879-EO, AUTHORIZING THE PREPARER TO E-FILE THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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