Civic Intelligence

Association for Prevention Teaching and Research Inc

990 • Fiscal year 2015 • EIN 52-1314223

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

1001 Connecticut Avenue NW No 610Washington, DC 20036

(202) 463-0550

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.42x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

57th percentile

4.9%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

86th percentile

$165,475

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

70th percentile

8.0%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

4.7%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,100,724

Up $81,124 (+8.0%) from 2014

Net Assets

Down

$622,756

Down $11,028 (-1.7%) from 2014

Liabilities

Up

$477,968

Up $92,152 (+24%) from 2014

Revenue

Up

$1,142,583

Up $51,608 (+4.7%) from 2014

Expenses

Down

$1,086,143

Down $114,273 (-9.5%) from 2014

Net Income

Up

$56,440

Up $165,881 (+152%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,304,564Liabilities 2010: $467,576Net Assets 2010: $836,9882010Assets 2011: $1,189,604Liabilities 2011: $438,172Net Assets 2011: $751,4322011Assets 2012: $953,590Liabilities 2012: $106,722Net Assets 2012: $846,8682012Assets 2013: $1,113,150Liabilities 2013: $360,075Net Assets 2013: $753,0752013Assets 2014: $1,019,600Liabilities 2014: $385,816Net Assets 2014: $633,7842014Assets 2015: $1,100,724Liabilities 2015: $477,968Net Assets 2015: $622,7562015Assets 2016: $1,183,006Liabilities 2016: $122,812Net Assets 2016: $1,060,1942016Assets 2017: $1,309,365Liabilities 2017: $141,561Net Assets 2017: $1,167,8042017Assets 2018: $1,168,074Liabilities 2018: $193,560Net Assets 2018: $974,5142018Assets 2019: $1,147,820Liabilities 2019: $138,596Net Assets 2019: $1,009,2242019Assets 2020: $1,119,787Liabilities 2020: $92,501Net Assets 2020: $1,027,2862020Assets 2021: $1,226,303Liabilities 2021: $141,139Net Assets 2021: $1,085,1642021Assets 2022: $896,162Liabilities 2022: $90,324Net Assets 2022: $805,8382022Assets 2023: $738,534Liabilities 2023: $98,855Net Assets 2023: $639,6792023Assets 2024: $5,054,220Liabilities 2024: $89,327Net Assets 2024: $4,964,8932024

Highlighted filing

2015

Assets$1,100,724
Liabilities$477,968
Net Assets$622,756

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,101,3222010Expenses 2011: $3,835,3772011Expenses 2012: $2,427,4782012Revenue 2013: $959,335Expenses 2013: $1,099,808Net Income 2013: -$140,4732013Revenue 2014: $1,090,975Expenses 2014: $1,200,416Net Income 2014: -$109,4412014Revenue 2015: $1,142,583Expenses 2015: $1,086,143Net Income 2015: $56,4402015Revenue 2016: $1,580,192Expenses 2016: $1,175,332Net Income 2016: $404,8602016Revenue 2017: $1,471,136Expenses 2017: $1,411,101Net Income 2017: $60,0352017Revenue 2018: $788,433Expenses 2018: $876,538Net Income 2018: -$88,1052018Revenue 2019: $880,701Expenses 2019: $957,353Net Income 2019: -$76,6522019Revenue 2020: $764,866Expenses 2020: $838,982Net Income 2020: -$74,1162020Revenue 2021: $886,527Expenses 2021: $917,775Net Income 2021: -$31,2482021Revenue 2022: $918,289Expenses 2022: $870,505Net Income 2022: $47,7842022Revenue 2023: $311,484Expenses 2023: $554,984Net Income 2023: -$243,5002023Revenue 2024: $4,196,857Expenses 2024: $545,246Net Income 2024: $3,651,6112024

Highlighted filing

2015

Revenue$1,142,583
Expenses$1,086,143
Net Income$56,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,356,303
Mission and Program Overview

Mission

Lead innovation in population health and prevention education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$853,850$744,789▼ $109,061
Pledges and Grants Receivable$93,755$315,602▲ $221,847
Savings and Temporary Cash Investments$24,510$0▼ $24,510
Cash and Non-Interest-Bearing Accounts$28,574$21,345▼ $7,229
Prepaid Expenses and Deferred Charges$11,216$10,944▼ $272
Accounts Receivable$0$349▲ $349
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,019,600$1,100,724▲ $81,124
Other Assets Total$7,695$7,695→ $0
Liabilities
Other Liabilities$270,059$280,438▲ $10,379
Accounts Payable and Accrued Expenses$41,485$141,000▲ $99,515
Deferred Revenue$74,272$56,530▼ $17,742
Total Liabilities$385,816$477,968▲ $92,152
Net Assets / Fund Balance
Unrestricted Net Assets$633,784$622,756▼ $11,028
Total Net Assets Fund Balance$633,784$622,756▼ $11,028
Total Liabilities and Net Assets / Fund Balance$1,019,600$1,100,724▲ $81,124

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$23,420$23,420
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison L LewisExecutive DirectorFT$140,734$24,741$165,475
Revenue and Support

Revenue Composition

Contributions and Grants
$918,652
Program Service Revenue
$149,980
Investment Income
$72,331
Other Revenue
$1,620
All Other Contributions
$30,951
Change in Net Assets
$56,440

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,142,583
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-67,465
Total Revenue per Audited Statements
$1,075,118
Total Revenue per Form 990
$1,142,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$599,313
Salaries, Compensation, and Employee Benefits$384,689
Grants and Similar Amounts Paid$102,141
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,703$45,120-$169,823
Current Officers, Directors, Trustees, and Key Employees$123,774$41,701-$165,475
Fees for Services Other$116,533$4,574-$121,107
Grants to Domestic Individuals$102,141--$102,141
Fees for Services Accounting$24,981$64,371-$89,352
Occupancy$10,613$50,487-$61,100
Travel$32,701$7,541-$40,242
Office Expenses$8,469$30,520-$38,989
Conferences and Meetings$38,554--$38,554
Payroll Taxes$16,689$5,623-$22,312
Other Employee Benefits$14,734$4,966-$19,700
Information Technology$2,184$5,627-$7,811
Pension Plan Contributions$5,520$1,859-$7,379
Insurance$2,838$1,874-$4,712
Fees for Service Investment Mgmnt Fees-$3,598-$3,598
Fees for Services Legal$261$675-$936
Other Expenses$222,681$-222,681-$0
Total Functional Expenses$1,034,481$51,662$0$1,086,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,086,143
Total Expenses per Audited Statements$1,086,143
Total Expenses per Form 990$1,086,143
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable advance$270,059
Deferred rent$10,379
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 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
No
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

The Association has members. Membership is open to faculty, students, and residents from all health professions, as well as their institutions.

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

All members vote for three governing board members each year. They also elect a new president every other year.

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

Any decisions such as changes to the by-laws are subject to approval by the members; the governing board recommends such changes from time to time.

Form 990, Part VI, Section B, line 11

The Executive Director and the outsourced accountant review the 990 in draft before it is finalized. When it is considered final, the 990 will be sent electronically to each voting board member for review.

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

Board members must submit annual disclosure statements. Employees must discuss with the Executive Director any activities that might give rise to a conflict of interest.

Form 990, Part VI, Section B, line 15A

APTR subscribes to compensation surveys which the Executive Committee uses to determine the Executive Director's salary. The Executive Director uses these same compensation surveys when deciding staff salaries, comparing comparable positions, experience, etc. In recent years, the only increases have been cost-of-living adjustments.

Form 990, Part VI, Section C, line 19

APTR does not make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Association for Prevention Teaching
EIN
52-1314223
Phone
2024630550
Address
1001 Connecticut Avenue NW No 610, Washington, DC 20036

Signing Officer

Name
Allison L Lewis
Title
Executive Director
Phone
2024630550
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison L Lewis
Formed
1983
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
0

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Lori A Collingsworth
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1, Description of Organization Mission:

Established in 1942, the Association for Prevention Teaching and Research (APTR) is the national membership association for medical and health professions institutions and their faculty advancing prevention and population health education and research. APTR members include preventive medicine programs and their related graduate programs in public health, medical school departments with a population health focus, health professions schools, and faculty responsible for teaching population health. The APTR Council of Graduate Programs in Public Health supports those accredited and emerging graduate programs across the U.S. that grant a variety of public health degrees. Mission: Lead innovation in population health and prevention education. Vision: Population health and prevention are integral parts of every health professional's education.

Form 990, Part IX, line 11G

Consultants and other services: Program service expenses 116,533. Management and general expenses 4,574. Fundraising expenses 0. Total expenses 121,107.

Form 990, Part XII, Line 2C:

APTR's Audit Committee is responsible for oversight of the audit, including selection of the independent accountant. The process has not changed from previous years.

Financial Statement Notes

Part X, Line 2:

Management has evaluated APTR's tax positions and concluded that APTR's financial statements do not include any uncertain tax positions.

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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/ProgSrvcAccomActy2Grp/Desc0Office of Disease Prevention and Health Promotion - APTR works with the Office of Disease Prevention and Health Promotion (ODPHP) through a cooperative agreement to offer residency rotations for preventive medicine residents to gain experience in health policy settings, to coordinate the Luther Terry Fellowship which provides a link between ODPHP and the primary care and preventive medicine community, to sponsor the Paul Ambrose Health Promotion Student Leadership Symposium, and for a variety of other activities related primarily to the development of Healthy People 2020.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Member Services - APTR's member services programs provide the resources and opportunities for members to interact and exchange information to enhance prevention education and research. Towards this goal, APTR hosts an annual meeting that focuses on the teaching of prevention; it publishes print and electronic newsletters and, in collaboration with a sister organization, a peer-reviewed journal; and it provides opportunities for its members to join its federal partners in achieving health reserach and policy goals.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$0.09$4.96$4.20$0.55$3.65
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.10$0.64$0.31$0.55$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.09$0.81$0.92$0.87$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.14$1.09$0.89$0.92$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.09$1.03$0.76$0.84$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.14$1.01$0.88$0.96$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.19$0.97$0.79$0.88$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.14$1.17$1.47$1.41$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.12$1.06$1.58$1.18$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.48$0.62$1.14$1.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.39$0.63$1.09$1.20$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.36$0.75$0.96$1.10$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.11$0.85$2.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.44$0.75$3.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.47$0.84$5.10
Peer Organizations

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