Civic Intelligence

Society for Epidemiologic Research

990 • Fiscal year 2018 • EIN 52-1138509

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 10, 2019

1343 S 4125 WSyracuse, UT 84075

(385) 393-7077

Siviq Scores

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

Liabilities / Assets

51st percentile

0.10x

Higher debt load relative to assets than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.18x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

73rd percentile

$110,106

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,256,746

Up $216,720 (+21%) from 2017

Net Assets

Up

$1,137,136

Up $191,384 (+20%) from 2017

Liabilities

Up

$119,610

Up $25,336 (+27%) from 2017

Revenue

Down

$666,017

Down $117,339 (-15%) from 2017

Expenses

Down

$483,104

Down $94,156 (-16%) from 2017

Net Income

Down

$182,913

Down $23,183 (-11%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$1,256,746
Liabilities$119,610
Net Assets$1,137,136

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$666,017
Expenses$483,104
Net Income$182,913
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$666,017
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
Cash and Non-Interest-Bearing Accounts$657,689$884,900▲ $227,211
Investments in Publicly Traded Securities$382,337$371,846▼ $10,491
Savings and Temporary Cash Investments-$0-
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$1,040,026$1,256,746▲ $216,720
Other Assets Total-$0-
Liabilities
Deferred Revenue$41,582$71,371▲ $29,789
Accounts Payable and Accrued Expenses$31,445$32,790▲ $1,345
Other Liabilities$21,247$15,449▼ $5,798
Total Liabilities$94,274$119,610▲ $25,336
Net Assets / Fund Balance
Unrestricted Net Assets$945,752$1,137,136▲ $191,384
Total Net Assets Fund Balance$945,752$1,137,136▲ $191,384
Total Liabilities and Net Assets / Fund Balance$1,040,026$1,256,746▲ $216,720

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,655$12,655
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Suzanne BevanExecutive DirectorFT$110,106$110,106

Board Members and Trustees

NameTitle
Enrique SchistermanPresident
Martha WerlerPresident-Elect
Andrew OlshanPresident-past
Daniel WestreichMember at Large
Katherine KeyesMember at Large
Magdalena CerdaMember at Large
Pam Factor-litvakMember at Large
Whitney RobinsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$146,608
Program Service Revenue
$511,549
Investment Income
$7,860
Other Revenue
$0
All Other Contributions
$30,620
Change in Net Assets
$182,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$483,104
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$243,145--$243,145
Fees for Services Management-$110,772-$110,772
Fees for Services Other$31,295$31,295-$62,590
Travel$12,658--$12,658
Insurance$865$865-$1,730
Other Expenses$2,515$1,658-$1,658
All Other Expenses-$103-$103
Total Functional Expenses$338,411$144,693$0$483,104
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

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$15,449
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 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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Form is reviewed by the secretary-treasurer prior to signing the form 8879-eo, authorizing the preparer to e-file the return.

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

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
1343 S 4125 W, Syracuse, UT 84075

Signing Officer

Name
Suzanne Bevan
Title
Executive Director
Signed
2019-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Olshan
Formed
1978
Legal Domicile
Ut
Voting Board Members
9
Independent Board Members
8
Employees
0

Preparer

Firm
Carver Florek & James Cpas
Address
2246 N UNIVERSITY PARK BLVD, LAYTON, UT 84041
Preparer
Steven L Carver CPA
Phone
8019261177
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IRS990/OtherExpensesGrp/TotalAmt029753
IRS990/OtherExpensesGrp/TotalAmt118180
IRS990/OtherExpensesGrp/TotalAmt22515
IRS990/OtherExpensesGrp/TotalAmt31658
IRS990/OtherLiabilitiesGrp/BOYAmt021247
IRS990/OtherLiabilitiesGrp/EOYAmt015449
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ANDREW OLSHAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0511549
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0511549
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0122357
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011186
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0485471
IRS990/PYProgramServiceRevenueAmt0649813
IRS990/PYRevenuesLessExpensesAmt0206096
IRS990/PYSalariesCompEmpBnftPaidAmt091789
IRS990/PYTotalExpensesAmt0577260
IRS990/PYTotalRevenueAmt0783356
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0182913
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0511549
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0146608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0122357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0107880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0544297
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010097
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011186
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017505
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010801
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt070520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0517783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0660999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0722074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0442656
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0352627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02696139
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017505
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010801
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt070520
IRS990ScheduleA/InvestmentIncomeCYPct00.02130
IRS990ScheduleA/InvestmentIncomePYPct00.02360
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97870
IRS990ScheduleA/PublicSupportPY509Pct00.97640
IRS990ScheduleA/PublicSupportTotal509Amt03240436
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0664391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0783356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0829954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0532780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0429955
IRS990ScheduleA/Total509Grp/TotalAmt03240436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0674488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0794542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0847459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0553711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0440756
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03310956
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012655
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LT SUBSCRIPTIONS PAYABLE
IRS990ScheduleD/TotalLiabilityAmt015449
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM IS REVIEWED BY THE SECRETARY-TREASURER 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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01040026
IRS990/TotalAssetsEOYAmt01256746
IRS990/TotalAssetsGrp/BOYAmt01040026
IRS990/TotalAssetsGrp/EOYAmt01256746
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0146608
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0144693
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0338411
IRS990/TotalFunctionalExpensesGrp/TotalAmt0483104
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt094274
IRS990/TotalLiabilitiesEOYAmt0119610
IRS990/TotalLiabilitiesGrp/BOYAmt094274
IRS990/TotalLiabilitiesGrp/EOYAmt0119610
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0945752
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01137136
IRS990/TotalProgramServiceExpensesAmt0338411
IRS990/TotalProgramServiceRevenueAmt0511549
IRS990/TotalReportableCompFromOrgAmt0110106
IRS990/TotalRevenueGrp/ExclusionAmt0519409
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0666017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01040026
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01256746
IRS990/TravelGrp/ProgramServicesAmt012658

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Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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