Civic Intelligence

Research Inc.

990 • Fiscal year 2018 • EIN 62-1438533

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 15, 2019

1030 Jefferson Avenue Suite 151Memphis, TN 38104

(901) 577-7275

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.13x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

75th percentile

$116,749

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

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

Asset Growth

13th percentile

-11%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Assets

Down

$2,319,132

Down $592,215 (-20%) from 2016

Net Assets

Down

$2,200,971

Down $616,487 (-22%) from 2016

Liabilities

Up

$118,161

Up $24,272 (+26%) from 2016

Revenue

Down

$883,674

Down $2,147,190 (-71%) from 2016

Expenses

Down

$1,056,457

Down $2,109,961 (-67%) from 2016

Net Income

Down

-$172,783

Down $37,229 (-27%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,872,650Liabilities 2010: $523,093Net Assets 2010: $2,349,5572010Assets 2011: $3,176,689Liabilities 2011: $523,382Net Assets 2011: $2,653,3072011Assets 2012: $3,353,124Liabilities 2012: $496,017Net Assets 2012: $2,857,1072012Assets 2013: $6,319,336Liabilities 2013: $2,852,076Net Assets 2013: $3,467,2602013Assets 2014: $6,409,774Liabilities 2014: $2,858,396Net Assets 2014: $3,551,3782014Assets 2015: $5,773,211Liabilities 2015: $1,609,236Net Assets 2015: $4,163,9752015Assets 2016: $2,911,347Liabilities 2016: $93,889Net Assets 2016: $2,817,4582016Assets 2018: $2,319,132Liabilities 2018: $118,161Net Assets 2018: $2,200,9712018Assets 2019: $2,983,063Liabilities 2019: $77,412Net Assets 2019: $2,905,6512019Assets 2020: $2,361,004Liabilities 2020: $74,080Net Assets 2020: $2,286,9242020Assets 2021: $2,321,137Liabilities 2021: $98,623Net Assets 2021: $2,222,5142021Assets 2022: $2,382,470Liabilities 2022: $84,642Net Assets 2022: $2,297,8282022Assets 2023: $2,103,885Liabilities 2023: $44,136Net Assets 2023: $2,059,7492023Assets 2024: $2,045,925Liabilities 2024: $83,362Net Assets 2024: $1,962,5632024

Highlighted filing

2018

Assets$2,319,132
Liabilities$118,161
Net Assets$2,200,971

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,266,0752010Expenses 2011: $1,374,0372011Expenses 2012: $1,407,7122012Expenses 2013: $1,241,5242013Revenue 2014: $3,609,214Expenses 2014: $3,581,022Net Income 2014: $28,1922014Revenue 2015: $3,953,770Expenses 2015: $3,341,173Net Income 2015: $612,5972015Revenue 2016: $3,030,864Expenses 2016: $3,166,418Net Income 2016: -$135,5542016Revenue 2018: $883,674Expenses 2018: $1,056,457Net Income 2018: -$172,7832018Revenue 2019: $1,880,934Expenses 2019: $1,176,254Net Income 2019: $704,6802019Revenue 2020: $840,687Expenses 2020: $1,459,414Net Income 2020: -$618,7272020Revenue 2021: $875,410Expenses 2021: $939,820Net Income 2021: -$64,4102021Revenue 2022: $1,062,798Expenses 2022: $987,484Net Income 2022: $75,3142022Revenue 2023: $1,165,398Expenses 2023: $1,403,476Net Income 2023: -$238,0782023Revenue 2024: $557,346Expenses 2024: $765,981Net Income 2024: -$208,6352024

Highlighted filing

2018

Revenue$883,674
Expenses$1,056,457
Net Income-$172,783
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 15, 2019
Return Version
2017v2.3
Gross Receipts
$883,802
Mission and Program Overview

Mission

To promote research and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,700,000$1,700,000→ $0
Cash and Non-Interest-Bearing Accounts$651,896$513,199▼ $138,697
Pledges and Grants Receivable$145,380$68,678▼ $76,702
Land, Buildings, and Equipment, Net$39,134$26,534▼ $12,600
Accounts Receivable$43,341$10,721▼ $32,620
Total Assets$2,579,751$2,319,132▼ $260,619
Liabilities
Accounts Payable and Accrued Expenses$145,499$64,125▼ $81,374
Other Liabilities$60,498$54,036▼ $6,462
Total Liabilities$205,997$118,161▼ $87,836
Net Assets / Fund Balance
Unrestricted Net Assets$1,950,956$2,200,971▲ $250,015
Temporarily Rstr Net Assets$422,798--
Total Net Assets Fund Balance$2,373,754$2,200,971▼ $172,783
Total Liabilities and Net Assets / Fund Balance$2,579,751$2,319,132▼ $260,619

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,534$155,912$182,446
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kerry F PalmertreeExecutive DiFT$116,749$116,749

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$446,668
Program Service Revenue
$429,726
Investment Income
$7,280
Other Revenue
$0
All Other Contributions
$4,200
Change in Net Assets
$-172,783

Audited Revenue Reconciliation

Revenue per Audited Statements
$883,674
Total Revenue per Audited Statements
$883,674
Total Revenue per Form 990
$883,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$605,692
Other Expenses$450,765
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$316,489$86,605-$403,094
Fees for Services Other$277,136$3,171-$280,307
Current Officers, Directors, Trustees, and Key Employees-$116,749-$116,749
Office Expenses$43,031$6,507-$49,538
Payroll Taxes$24,355$14,515-$38,870
Other Employee Benefits$17,255$15,800-$33,055
Payment Travel Entrtnmnt Publicly Ofcl$28,269--$28,269
Travel$23,429$4,197-$27,626
Fees for Services Accounting-$21,500-$21,500
Depreciation Depletion$11,554$2,889-$14,443
Pension Plan Contributions$5,362$8,562-$13,924
Conferences and Meetings$11,314$1,183-$12,497
Information Technology$7,246$1,486-$8,732
Insurance$6,283$1,570-$7,853
Total Functional Expenses$771,723$284,734$0$1,056,457

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,056,457
Total Expenses per Audited Statements$1,056,457
Total Expenses per Form 990$1,056,457
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
Accrued Payroll & Leave$54,036
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board of directors are provided copies of the 990 and audited financial statements for review and approval.

Form 990, Page 6, Part VI, Line 12C

At the beginning of each board meeting the president or his designee shall read out loud the "declaration of conflict of interest" to all members present. The declaration states, "if a board member has a conflict of interest (personal, professional, or financial) relating to an item on the agenda, ri policy requires the member to recuse him/herself from discussion and vote and, if appropriate, to leave the room during discussion." the president or his designee shall ask all board members present if anyone foresees a conflict of interest. The president or his designee will state, hearing none, "we will move on to the next item on the agenda." if any board member states they foresee a conflict of interest with any item on the agenda, they must follow the declaration. In the final board minutes this process and any possible conflict of interest shall be noted.

Form 990, Page 6, Part VI, Line 15A

To board of directors reviews and authorizes any changes to conpensation for the executive director.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy, and financial statements are available upon request form the organizations operating office located at 1030 jefferson avenue, memphis, tn 38104

Filing and Contact Details

Filer

Filer Name
Research Inc
EIN
62-1438533
Phone
9015777275
Address
1030 JEFFERSON AVENUE SUITE 151, MEMPHIS, TN 38104

Signing Officer

Name
Kerry F Palmertree
Title
Executive Director
Phone
9015777275
Signed
2019-01-15

Organization Details

Principal Officer
Kerry F Palmertree
Formed
1990
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
16

Preparer

Firm
Brower Hebert
Address
5865 RIDGEWAY CENTER PKWY STE 210, MEMPHIS, TN 38120-4013
Preparer
Ronny J Brower
Phone
9016847474
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees 277,136 3,171 0

Raw XML Appendix382 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0145499
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt064125
IRS990/AccountsReceivableGrp/BOYAmt043341
IRS990/AccountsReceivableGrp/EOYAmt010721
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE RESEARCH AND EDUCATIONAL PROGRAMS.
IRS990/AllOtherContributionsAmt04200
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DEBRA BUELTEMANN
IRS990/BooksInCareOfDetail/PhoneNum09015777275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01030 JEFFERSON AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038104
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0651896
IRS990/CashNonInterestBearingGrp/EOYAmt0513199
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0116749
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0116749
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01183
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt011314
IRS990/ConferencesMeetingsGrp/TotalAmt012497
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0446668
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07280
IRS990/CYOtherExpensesAmt0450765
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0429726
IRS990/CYRevenuesLessExpensesAmt0-172783
IRS990/CYSalariesCompEmpBnftPaidAmt0605692
IRS990/CYTotalExpensesAmt01056457
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0883674
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02889
IRS990/DepreciationDepletionGrp/ProgramServicesAmt011554
IRS990/DepreciationDepletionGrp/TotalAmt014443
IRS990/Desc0PLEASE SEE PAGE 10, PART IX, COLUMN (B), PROGRAM SERVICE EXPENSES, FOR BREAKDOWN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0771723
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021500
IRS990/FeesForServicesAccountingGrp/TotalAmt021500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03171
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0277136
IRS990/FeesForServicesOtherGrp/TotalAmt0280307
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0SUE THEUS PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES B LEWIS JR MD
IRS990/Form990PartVIISectionAGrp/PersonNm2MARSHALL B ELAM MD
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID K DUNNING MPA
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS FERGUSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm5KHATIDJA ALI PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA O NICHOLS PHD
IRS990/Form990PartVIISectionAGrp/PersonNm7HAAVI E MORREIM JD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm8EDWARD ROSLONIEC PHD
IRS990/Form990PartVIISectionAGrp/PersonNm9KERRY F PALMERTREE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9116749
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-128
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0442468
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0883802
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01486
IRS990/InformationTechnologyGrp/ProgramServicesAmt07246
IRS990/InformationTechnologyGrp/TotalAmt08732
IRS990/InsuranceGrp/ManagementAndGeneralAmt01570
IRS990/InsuranceGrp/ProgramServicesAmt06283
IRS990/InsuranceGrp/TotalAmt07853
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt07408
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07408
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0155912
IRS990/LandBldgEquipBasisNetGrp/BOYAmt039134
IRS990/LandBldgEquipBasisNetGrp/EOYAmt026534
IRS990/LandBldgEquipCostOrOtherBssAmt0182446
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0128
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE RESEARCH AND EDUCATIONAL PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02373754
IRS990/NetAssetsOrFundBalancesEOYAmt02200971
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-128
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-128
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06507
IRS990/OfficeExpensesGrp/ProgramServicesAmt043031
IRS990/OfficeExpensesGrp/TotalAmt049538
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015800
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017255
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033055
IRS990/OtherLiabilitiesGrp/BOYAmt060498
IRS990/OtherLiabilitiesGrp/EOYAmt054036
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt086605
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0316489
IRS990/OtherSalariesAndWagesGrp/TotalAmt0403094
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014515
IRS990/PayrollTaxesGrp/ProgramServicesAmt024355
IRS990/PayrollTaxesGrp/TotalAmt038870
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08562
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05362
IRS990/PensionPlanContributionsGrp/TotalAmt013924
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0145380
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt068678
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KERRY F PALMERTREE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0429726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0429726
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0348663
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08122
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt028269
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt028269
IRS990/PYOtherExpensesAmt0614697
IRS990/PYProgramServiceRevenueAmt0421773
IRS990/PYRevenuesLessExpensesAmt0-443704
IRS990/PYSalariesCompEmpBnftPaidAmt0607565
IRS990/PYTotalExpensesAmt01222262
IRS990/PYTotalRevenueAmt0778558
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-172783
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01700000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01700000
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0MEMPHIS
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0TN
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0VETERANS ADMINISTRATION HOSPITALMEMPHIS TN 38104
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt026534
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0155912
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182446
IRS990ScheduleD/ExpensesSubtotalAmt01056457
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054036
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL & LEAVE
IRS990ScheduleD/RevenueSubtotalAmt0883674
IRS990ScheduleD/TotalBookValueLandBuildingsAmt026534
IRS990ScheduleD/TotalExpensesPerForm990Amt01056457
IRS990ScheduleD/TotalLiabilityAmt054036
IRS990ScheduleD/TotalRevenuePerForm990Amt0883674
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0883674
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01056457
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS ARE PROVIDED COPIES OF THE 990 AND AUDITED FINANCIAL STATEMENTS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE BEGINNING OF EACH BOARD MEETING THE PRESIDENT OR HIS DESIGNEE SHALL READ OUT LOUD THE "DECLARATION OF CONFLICT OF INTEREST" TO ALL MEMBERS PRESENT. THE DECLARATION STATES, "IF A BOARD MEMBER HAS A CONFLICT OF INTEREST (PERSONAL, PROFESSIONAL, OR FINANCIAL) RELATING TO AN ITEM ON THE AGENDA, RI POLICY REQUIRES THE MEMBER TO RECUSE HIM/HERSELF FROM DISCUSSION AND VOTE AND, IF APPROPRIATE, TO LEAVE THE ROOM DURING DISCUSSION." THE PRESIDENT OR HIS DESIGNEE SHALL ASK ALL BOARD MEMBERS PRESENT IF ANYONE FORESEES A CONFLICT OF INTEREST. THE PRESIDENT OR HIS DESIGNEE WILL STATE, HEARING NONE, "WE WILL MOVE ON TO THE NEXT ITEM ON THE AGENDA." IF ANY BOARD MEMBER STATES THEY FORESEE A CONFLICT OF INTEREST WITH ANY ITEM ON THE AGENDA, THEY MUST FOLLOW THE DECLARATION. IN THE FINAL BOARD MINUTES THIS PROCESS AND ANY POSSIBLE CONFLICT OF INTEREST SHALL BE NOTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO BOARD OF DIRECTORS REVIEWS AND AUTHORIZES ANY CHANGES TO CONPENSATION FOR THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM THE ORGANIZATIONS OPERATING OFFICE LOCATED AT 1030 JEFFERSON AVENUE, MEMPHIS, TN 38104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER FEES 277,136 3,171 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0422798
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02579751
IRS990/TotalAssetsEOYAmt02319132
IRS990/TotalAssetsGrp/BOYAmt02579751
IRS990/TotalAssetsGrp/EOYAmt02319132
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0446668
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0284734
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0771723
IRS990/TotalFunctionalExpensesGrp/TotalAmt01056457
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0205997
IRS990/TotalLiabilitiesEOYAmt0118161
IRS990/TotalLiabilitiesGrp/BOYAmt0205997
IRS990/TotalLiabilitiesGrp/EOYAmt0118161
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02373754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02200971
IRS990/TotalProgramServiceExpensesAmt0771723
IRS990/TotalProgramServiceRevenueAmt0429726
IRS990/TotalReportableCompFromOrgAmt0116749
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0437006
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0883674
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02579751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02319132
IRS990/TravelGrp/ManagementAndGeneralAmt04197
IRS990/TravelGrp/ProgramServicesAmt023429
IRS990/TravelGrp/TotalAmt027626
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01950956
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02200971
IRS990/USAddress/AddressLine1Txt01030 JEFFERSON AVENUE
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038104
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KERRY F PALMERTREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09015777275
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESEARCH INC
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0621438533
ReturnHeader/Filer/PhoneNum09015777275
ReturnHeader/Filer/USAddress/AddressLine1Txt01030 JEFFERSON AVENUE SUITE 151
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015B2F77FDEE1892DB7DF804D32267D98101C7366
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D222FC9E62A7D2120ECA42C97CCA8EC5662CEDB2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-07-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:04:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810636801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWER HEBERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05865 RIDGEWAY CENTER PKWY STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381204013
ReturnHeader/PreparerPersonGrp/PhoneNum09016847474
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONNY J BROWER
ReturnHeader/ReturnTs02019-07-24T14:04:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.08$1.96$0.56$0.77$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.04$2.06$1.17$1.40$0.24
2022Summary only. Only limited summary data is available for this year.$2.38$0.08$2.30$1.06$0.99$0.08
2021Summary only. Only limited summary data is available for this year.$2.32$0.10$2.22$0.88$0.94$0.06
2020Summary only. Only limited summary data is available for this year.$2.36$0.07$2.29$0.84$1.46$0.62
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.08$2.91$1.88$1.18$0.70
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.12$2.20$0.88$1.06$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.09$2.82$3.03$3.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.77$1.61$4.16$3.95$3.34$0.61
2014Detailed filing. Detailed filing data is available for this year.$6.41$2.86$3.55$3.61$3.58$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$2.85$3.47$1.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.50$2.86$1.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.52$2.65$1.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.52$2.35$1.27