Civic Intelligence

Association for Prevention Teaching and Research Inc

990 • Fiscal year 2019 • EIN 52-1314223

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

1001 Connecticut Avenue NW No 61Washington, DC 20036-5527

(202) 463-0550

Siviq Scores

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

Liabilities / Assets

56th percentile

0.12x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.16x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

22nd percentile

-8.7%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$158,723

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.7%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,147,820

Down $20,254 (-1.7%) from 2018

Net Assets

Up

$1,009,224

Up $34,710 (+3.6%) from 2018

Liabilities

Down

$138,596

Down $54,964 (-28%) from 2018

Revenue

Up

$880,701

Up $92,268 (+12%) from 2018

Expenses

Up

$957,353

Up $80,815 (+9.2%) from 2018

Net Income

Up

-$76,652

Up $11,453 (+13%) from 2018

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

2019

Assets$1,147,820
Liabilities$138,596
Net Assets$1,009,224

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

2019

Revenue$880,701
Expenses$957,353
Net Income-$76,652
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.1
Gross Receipts
$1,169,810
Mission and Program Overview

Mission

Lead innovation in population health and prevention education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$812,603$959,473▲ $146,870
Pledges and Grants Receivable$77,470$90,152▲ $12,682
Cash and Non-Interest-Bearing Accounts$246,107$69,846▼ $176,261
Prepaid Expenses and Deferred Charges$23,790$19,352▼ $4,438
Accounts Receivable$409$1,302▲ $893
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,168,074$1,147,820▼ $20,254
Other Assets Total$7,695$7,695→ $0
Liabilities
Accounts Payable and Accrued Expenses$119,195$75,562▼ $43,633
Deferred Revenue$56,622$47,308▼ $9,314
Other Liabilities$17,743$15,726▼ $2,017
Total Liabilities$193,560$138,596▼ $54,964
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$974,514$1,009,224▲ $34,710
Total Net Assets Fund Balance$974,514$1,009,224▲ $34,710
Total Liabilities and Net Assets / Fund Balance$1,168,074$1,147,820▼ $20,254

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison L LewisExecutive DirectorFT$135,006$23,717$158,723

Board Members and Trustees

NameTitle
Timothy P HickmanPast President
Billy OglesbyPresident
Carly LevyDirector
Martha A WojtowyczDirector
Matthew L BoultonDirector
Rosemary CaronDirector
Sabrina NeeleyDirector
Scott H FrankDirector
Woodie KesselSecretary
Robin MolellaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$669,405
Program Service Revenue
$166,699
Investment Income
$43,865
Other Revenue
$732
All Other Contributions
$10,000
Change in Net Assets
$-76,652

Audited Revenue Reconciliation

Revenue per Audited Statements
$872,343
Revenue Not Reported on Financial Statements
$8,358
Revenue Not Reported on Form 990
$111,362
Total Revenue per Audited Statements
$983,705
Total Revenue per Form 990
$880,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$435,010
Salaries, Compensation, and Employee Benefits$362,305
Grants and Similar Amounts Paid$160,038
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$108,249$50,475-$158,724
Other Salaries and Wages$100,445$47,143-$147,588
Fees for Services Other$132,333$2,172-$134,505
Grants to Domestic Orgs$113,538--$113,538
Fees for Services Accounting-$87,455-$87,455
Occupancy-$78,208-$78,208
Grants to Domestic Individuals$46,500--$46,500
Conferences and Meetings$37,157--$37,157
Other Employee Benefits$17,311$7,665-$24,976
Payroll Taxes$16,865$7,467-$24,332
Office Expenses$5,448$18,786-$24,234
Travel$21,342$356-$21,698
Information Technology$3,221$12,197-$15,418
Fees for Service Investment Mgmnt Fees-$8,358-$8,358
Pension Plan Contributions$4,634$2,051-$6,685
Insurance-$6,532-$6,532
Fees for Services Legal-$3,874-$3,874
Other Expenses$170,490$-170,490-$0
Total Functional Expenses$790,314$167,039$0$957,353

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$957,353
Expenses per Audited Statements$948,995
Total Expenses per Audited Statements$948,995
Expenses Not Reported on Financial Statements$8,358
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Emory UniversityAtlanta, GA501(c)(3)Subaward- CDC Core$90,390
Rosalind Franklin University of Medicine & ScienceNorth Chicago, IL501(c)(3)Subaward- CDC Core$23,148
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
Deferred rent$15,726
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
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 11B

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 61, Washington, DC 20036-5527

Signing Officer

Name
Allison L Lewis
Title
Executive Director
Phone
2024630550
Signed
2020-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison L Lewis
Formed
1983
Legal Domicile
Dc
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
22

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 132,333. Management and general expenses 2,172. Fundraising expenses 0. Total expenses 134,505.

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/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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0186586
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0166699
IRS990/ProgSrvcAccomActy3Grp/Desc0Agency for Healthcare Research and Quality APTR works with the Agency for Healthcare Research and Quality (AHRQ) through a contract agreement to re-establish a preventive medicine and primacy care residency rotation program to assist in providing scientific and dissemination support to the U.S. Preventive Services Task Force.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt099278
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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