Civic Intelligence

Southeastern Regional Genetics Group Inc.

990 • Fiscal year 2016 • EIN 58-2514219

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

PO Box 1642Decatur, GA 30031-1642

(404) 778-8551

Siviq Scores

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

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$5,538

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$103,985

Down $64,116 (-38%) from 2015

Net Assets

Down

$89,367

Down $6,368 (-6.7%) from 2015

Liabilities

Down

$14,618

Down $57,748 (-80%) from 2015

Revenue

Down

$148,722

Down $2,082 (-1.4%) from 2015

Expenses

Up

$155,090

Up $15,617 (+11%) from 2015

Net Income

Down

-$6,368

Down $17,699 (-156%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $98,141Liabilities 2011: $30,682Net Assets 2011: $67,4592011Assets 2012: $65,119Liabilities 2012: $1,563Net Assets 2012: $63,5562012Assets 2013: $76,519Liabilities 2013: $0Net Assets 2013: $76,5192013Assets 2014: $84,404Liabilities 2014: $0Net Assets 2014: $84,4042014Assets 2015: $168,101Liabilities 2015: $72,366Net Assets 2015: $95,7352015Assets 2016: $103,985Liabilities 2016: $14,618Net Assets 2016: $89,3672016Assets 2017: $135,804Liabilities 2017: $0Net Assets 2017: $135,8042017Assets 2018: $150,228Liabilities 2018: $0Net Assets 2018: $150,2282018Assets 2019: $161,937Liabilities 2019: $0Net Assets 2019: $161,9372019Assets 2020: $150,540Net Assets 2020: $150,5402020Assets 2021: $146,598Net Assets 2021: $146,5982021Assets 2022: $161,057Net Assets 2022: $161,0572022Assets 2023: $221,436Net Assets 2023: $221,4362023Assets 2024: $291,129Net Assets 2024: $291,1292024

Highlighted filing

2016

Assets$103,985
Liabilities$14,618
Net Assets$89,367

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $167,587Expenses 2011: $120,525Net Income 2011: $47,0622011Revenue 2012: $88,711Expenses 2012: $92,614Net Income 2012: -$3,9032012Revenue 2013: $78,494Expenses 2013: $65,531Net Income 2013: $12,9632013Revenue 2014: $103,926Expenses 2014: $96,041Net Income 2014: $7,8852014Revenue 2015: $150,804Expenses 2015: $139,473Net Income 2015: $11,3312015Revenue 2016: $148,722Expenses 2016: $155,090Net Income 2016: -$6,3682016Revenue 2017: $146,521Expenses 2017: $100,083Net Income 2017: $46,4382017Revenue 2018: $106,468Expenses 2018: $92,043Net Income 2018: $14,4252018Revenue 2019: $113,910Expenses 2019: $102,201Net Income 2019: $11,7092019Revenue 2020: $24,524Expenses 2020: $35,921Net Income 2020: -$11,3972020Revenue 2021: $3,817Expenses 2021: $7,759Net Income 2021: -$3,9422021Revenue 2022: $145,976Expenses 2022: $131,517Net Income 2022: $14,4592022Revenue 2023: $190,983Expenses 2023: $130,604Net Income 2023: $60,3792023Revenue 2024: $193,296Expenses 2024: $123,603Net Income 2024: $69,6932024

Highlighted filing

2016

Revenue$148,722
Expenses$155,090
Net Income-$6,368
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$148,722
Mission and Program Overview

Mission

Enhance and promote the quality of genetic services available in the southeastern USA by providing a forum for the exchange of information among professionals.See attached PDF.

Enhance and promote the quality of genetic services available in the SE US by providing a forum for exchange of information among professionals in the field of genetics. and furthering education about delivery of genetic services. See note.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$120,443$55,368▼ $65,075
Savings and Temporary Cash Investments$45,015$45,029▲ $14
Land, Buildings, and Equipment, Net$2,643$3,588▲ $945
Total Assets$168,101$103,985▼ $64,116
Liabilities
Deferred Revenue$72,366$14,618▼ $57,748
Total Liabilities$72,366$14,618▼ $57,748
Net Assets / Fund Balance
Unrestricted Net Assets$95,735$89,367▼ $6,368
Total Net Assets Fund Balance$95,735$89,367▼ $6,368
Total Liabilities and Net Assets / Fund Balance$168,101$103,985▼ $64,116

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,588$3,120-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary Rose Simpson BsSecretary/TreasurerPT$5,538$5,538

Board Members and Trustees

NameTitle
Katy PhelanphdPast-President
Timothy C Wood MdPresident
Pamela Arn MdPresident elect
J D Sharer PhdBiochemical
Alex KemperBod
Amie ThompsonBod
Melissa PerezBod
Rani H Singh Phd RdBod
Kristin M May PhdCytogenetics
Michael FriezDNA Genetics
Stephanie CagleGenetic Counselors
Ifeyinwa OsunkwoPediatrics/Hemo
Revenue and Support

Revenue Composition

Contributions and Grants
$57,748
Program Service Revenue
$90,961
Investment Income
$13
Other Revenue
$0
All Other Contributions
$57,748
Change in Net Assets
$-6,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,090
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$87,374$0$0$87,374
Travel$31,990$0$0$31,990
Fees for Services Other$25,758$0$0$25,758
Fees for Services Management$0$5,538$0$5,538
Depreciation Depletion$0$1,391$0$1,391
Office Expenses$0$815$0$815
Fees for Services Accounting$0$400$0$400
Other Expenses$0$25$0$25
Total Functional Expenses$145,495$9,595$0$155,090
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
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 9

Michael Friez, PhD 106 Gregor Mendel Circle Greenwood SC 29646

Form 990, Part VI, Line 9

K.Phelan, PHD 1430 Tulane Ave SL 31 New Orleans LA XXX-XX-XXXX

Form 990, Part VI, Line 9

T.Wood, PHD 125 Gregor Mendel Circle Greenwood SC 29646

Form 990, Part VI, Line 9

R. Singh, PHD 2165 N. Decatur Rd Decatur GA 30033

Form 990, Part VI, Line 9

P. Arn, MD 807 Childrens Way Jacksonville FL 32207

Form 990, Part VI, Line 9

K. May PHD 910 Blackford, Ste 401 Chattanooga TN 37403

Form 990, Part VI, Line 9

S. Cagle, MS 2165 N Decatur Rd Decatur GA 30033

Form 990, Part VI, Line 9

I. Osunkwo, MD 1021 Morehead Med Drive Charlotte NC 28204

Form 990, Part VI, Line 9

JD Sharer, PhD 2165 N Decatur Rd Decatur GA 30033

Form 990, Part VI, Line 9

A Kemper, MD 2400 Pratt St Rm 0311 Durham NC 27705

Form 990, Part VI, Line 9

M Perez 2960 Compton Way Tallahassee FL 32309

Form 990, Part VI, Line 9

A Thompson, RD, LD 106 Gregor Mendel Circle Greenwood SC 29646

Filing and Contact Details

Filer

Filer Name
Southeastern Regional Genetics Group Inc
EIN
58-2514219
Phone
4047788551
Address
PO Box 1642, Decatur, GA 30031-1642

Signing Officer

Name
Mary Rose Simpson
Title
Secretary/treasurer
Phone
4047788551
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Rose Simpson
Formed
1999
Legal Domicile
Ga
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Crawford Merritt and Company Pc
Address
3100 FIVE FORKS TRICKUM RD SW STE 4, LILBURN, GA 30047
Preparer
Steve Erickson CPA
Phone
7709726393
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Members are healthcare professionals. See attached note.

Pt VI, Line 7A

Elected by email vote

Pt VI, Line 8B

Committee decisions are brought to BOD meeting for approval

Pt VI, Line 11B

Secretary/treasurer reviews 990 prepared by CPA

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are healthcare professionals. See attached note.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Elected by email vote
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Committee decisions are brought to BOD meeting for approval
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Secretary/treasurer reviews 990 prepared by CPA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Michael Friez, PhD 106 Gregor Mendel Circle Greenwood SC 29646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5K.Phelan, PHD 1430 Tulane Ave SL 31 New Orleans LA XXX-XX-XXXX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6T.Wood, PHD 125 Gregor Mendel Circle Greenwood SC 29646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7R. Singh, PHD 2165 N. Decatur Rd Decatur GA 30033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8P. Arn, MD 807 Childrens Way Jacksonville FL 32207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9K. May PHD 910 Blackford, Ste 401 Chattanooga TN 37403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10S. Cagle, MS 2165 N Decatur Rd Decatur GA 30033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11I. Osunkwo, MD 1021 Morehead Med Drive Charlotte NC 28204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12JD Sharer, PhD 2165 N Decatur Rd Decatur GA 30033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13A Kemper, MD 2400 Pratt St Rm 0311 Durham NC 27705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14M Perez 2960 Compton Way Tallahassee FL 32309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15A Thompson, RD, LD 106 Gregor Mendel Circle Greenwood SC 29646
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part VI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part VI, Line 9
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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.$2.91$2.91$1.93$1.24$0.70
2023Detailed filing. Detailed filing data is available for this year.$2.21$2.21$1.91$1.31$0.60
2022Detailed filing. Detailed filing data is available for this year.$1.61$1.61$1.46$1.32$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.25$0.36$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.14$1.02$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.06$0.92$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.47$1.00$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.15$0.89$1.49$1.55$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.72$0.96$1.51$1.39$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.04$0.96$0.08
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.78$0.66$0.13
2012Summary only. Only limited summary data is available for this year.$0.65$0.02$0.64$0.89$0.93$0.04
2011Summary only. Only limited summary data is available for this year.$0.98$0.31$0.67$1.68$1.21$0.47