Civic Intelligence

Society of Systematic Biologists

EIN 52-6041714 • 501(c)3 • Winchester, VA

Profile

The advancement of the science of systematic biology in all its aspects of theory, principles, methodology, and practice, for both living and fossil organisms, with emphasis on areas of common interest to all systematic biologists regardless of individual specialization.

111 Harold CourtWinchester, VA 22602

www.systbiol.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

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

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

Liabilities / Revenue

85th percentile

0.70x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

4th percentile

-86%

Higher net margin than 4% 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

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

29th percentile

-5.0%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,885,020

Up $68,680 (+3.8%) from 2023

Liabilities

Up

$132,882

Up $132,882 from 2023

Net Assets

Down

$1,752,138

Down $64,202 (-3.5%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin4th percentile

Revenue

Down

$190,078

Down $9,940 (-5.0%) from 2023

Expenses

Down

$353,608

Down $38,690 (-9.9%) from 2023

Net Income

Up

-$163,530

Up $28,750 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $802,750Liabilities 2011: $54,163Net Assets 2011: $748,5872011Assets 2012: $937,022Liabilities 2012: $55,409Net Assets 2012: $881,6132012Assets 2013: $1,127,498Liabilities 2013: $60,246Net Assets 2013: $1,067,2522013Assets 2014: $1,282,177Liabilities 2014: $4,625Net Assets 2014: $1,277,5522014Assets 2015: $1,425,037Liabilities 2015: $56,389Net Assets 2015: $1,368,6482015Assets 2016: $1,554,849Liabilities 2016: $57,615Net Assets 2016: $1,497,2342016Assets 2017: $1,778,904Liabilities 2017: $60,386Net Assets 2017: $1,718,5182017Assets 2018: $1,659,681Liabilities 2018: $0Net Assets 2018: $1,659,6812018Assets 2019: $1,980,354Liabilities 2019: $15,000Net Assets 2019: $1,965,3542019Assets 2020: $2,187,045Liabilities 2020: $0Net Assets 2020: $2,187,0452020Assets 2021: $2,293,102Liabilities 2021: $0Net Assets 2021: $2,293,1022021Assets 2022: $1,995,813Liabilities 2022: $101,729Net Assets 2022: $1,894,0842022Assets 2023: $1,816,340Liabilities 2023: $0Net Assets 2023: $1,816,3402023Assets 2024: $1,885,020Liabilities 2024: $132,882Net Assets 2024: $1,752,1382024

Highlighted filing

2024

Assets$1,885,020
Liabilities$132,882
Net Assets$1,752,138
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$400K$200K$0-$200KRevenue 2011: $156,649Expenses 2011: $116,351Net Income 2011: $40,2982011Expenses 2012: $78,3912012Revenue 2013: $289,174Expenses 2013: $103,534Net Income 2013: $185,6402013Revenue 2014: $298,887Expenses 2014: $72,471Net Income 2014: $226,4162014Revenue 2015: $194,264Expenses 2015: $84,763Net Income 2015: $109,5012015Revenue 2016: $206,704Expenses 2016: $103,141Net Income 2016: $103,5632016Revenue 2017: $201,248Expenses 2017: $130,823Net Income 2017: $70,4252017Revenue 2018: $229,562Expenses 2018: $163,837Net Income 2018: $65,7252018Revenue 2019: $351,514Expenses 2019: $199,894Net Income 2019: $151,6202019Revenue 2020: $255,404Expenses 2020: $162,615Net Income 2020: $92,7892020Revenue 2021: $229,532Expenses 2021: $213,118Net Income 2021: $16,4142021Revenue 2022: $229,092Expenses 2022: $344,734Net Income 2022: -$115,6422022Revenue 2023: $200,018Expenses 2023: $392,298Net Income 2023: -$192,2802023Revenue 2024: $190,078Expenses 2024: $353,608Net Income 2024: -$163,5302024

Highlighted filing

2024

Revenue$190,078
Expenses$353,608
Net Income-$163,530
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,885,020
Liabilities
$132,882
Net assets
$1,752,138
Revenue
$190,078
Expenses
$353,608
Net income
-$163,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.13$1.75$0.19$0.35$0.16
2023Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.20$0.39$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.10$1.89$0.23$0.34$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.23$0.21$0.02
2020Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$0.26$0.16$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.02$1.97$0.35$0.20$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.23$0.16$0.07
2017Summary only. Only limited summary data is available for this year.$1.78$0.06$1.72$0.20$0.13$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.06$1.50$0.21$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.06$1.37$0.19$0.08$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.30$0.07$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.06$1.07$0.29$0.10$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.06$0.88$0.08
2011Summary only. Only limited summary data is available for this year.$0.80$0.05$0.75$0.16$0.12$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$229,092
Mission and Program Overview

Mission

The advancement of the science of systematic biology in all its aspects of theory, principles, methodology, and practice, for both living and fossil organisms, with emphasis on areas of common interest to all systematic biologists regardless of individual specialization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,293,102$1,894,084▼ $399,018
Investments in Publicly Traded Securities$1,346,109$1,039,956▼ $306,153
Savings and Temporary Cash Investments$889,658$840,711▼ $48,947
Cash and Non-Interest-Bearing Accounts$57,335$115,146▲ $57,811
Total Assets$2,293,102$1,995,813▼ $297,289
Liabilities
Deferred Revenue-$101,729-
Total Liabilities$0$101,729▲ $101,729
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,293,102$1,894,084▼ $399,018
Total Liabilities and Net Assets / Fund Balance$2,293,102$1,995,813▼ $297,289
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Brian O'MearaPast-President
David BaumPresident
Corrie MoreauPresident-Elect
Liliana DavalosAwards Director
Jeremy BrownCommunications Director
Jessica WareDiversity Equity, Inclusion Director
Mark HolderProgram Director
Becky ChongCouncil Member
Brant FairclothCouncil Member
Christine ParentCouncil Member
Claudi Solis-LemusCouncil Member
Janet BucknerCouncil Member
Jeremy BeaulieuCouncil Member
Jessica LightCouncil Member
Katharine MarskeCouncil Member
Lauren EspositoCouncil Member
Lucia LohmannCouncil Member
Michael LandisCouncil Member
Rosana Zenil-FergusonCouncil Member
Sonal SinghalCouncil Member
Tiago Bosisio QuentalCouncil Member
Ya YangCouncil Member
Isabel SanmartinEditor-in-Chief
Luke HarmonJoint Meeting Rep
Emily Jane McTavishTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,277
Program Service Revenue
$0
Investment Income
$24,594
Other Revenue
$176,221
All Other Contributions
$94
Change in Net Assets
$-115,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,779
Grants and Similar Amounts Paid$54,955
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$61,127--$61,127
Grants to Domestic Orgs$54,955--$54,955
Fees for Services Management$20,800--$20,800
Fees for Services Legal-$12,500-$12,500
Other Expenses$141,897$9,286-$9,286
Fees for Services Accounting-$9,000-$9,000
Advertising-$6,197-$6,197
Insurance-$1,819-$1,819
All Other Expenses-$176-$176
Total Functional Expenses$303,779$40,955$0$344,734
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ Nacional Autonoma de MexicoMexico City Distrito Federal, Mx-Meeting Support$54,955
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
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the 990 is provided to the Treasurer for review. After that review, a copy of a complete copy of the 990 is provided to each member of the Board prior to filing with the Internal Revenue Service.”

Filing and Contact Details

Filer

Filer Name
Society of Systematic Biologists
EIN
52-6041714
Address
111 Harold Court, Winchester, VA 22602

Signing Officer

Name
Emily J McTavish
Title
Treasurer
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
Ct
Voting Board Members
29
Independent Board Members
29
Employees
0

Preparer

Firm
Robert E Clayton CPA PC
Address
111 Harold Court, Winchester, VA 22602
Preparer
Robert E Clayton
Phone
5406354848
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 61,127, Grants and allocations 0, Revenue 0 Meetings and conferences”

Form 990, Part III, Line 4D

“Program Service Expenses 0, Grants and allocations 0, Revenue 0 Contributions”

Raw XML AppendixShowing 400 of 530 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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