Civic Intelligence

Research Inc

EIN 62-1438533 • 501(c)3 • Memphis, TN

Profile

To promote research and educational programs

116 N Pauline StreetMemphis, TN 38105

none

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.15x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

78th percentile

$132,766

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

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

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$2,045,925

Down $57,960 (-2.8%) from 2023

Liabilities

Up

$83,362

Up $39,226 (+89%) from 2023

Net Assets

Down

$1,962,563

Down $97,186 (-4.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Down

$557,346

Down $608,052 (-52%) from 2023

Expenses

Down

$765,981

Down $637,495 (-45%) from 2023

Net Income

Up

-$208,635

Up $29,443 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2024

Assets$2,045,925
Liabilities$83,362
Net Assets$1,962,563
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$557,346
Expenses$765,981
Net Income-$208,635
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,045,925
Liabilities
$83,362
Net assets
$1,962,563
Revenue
$557,346
Expenses
$765,981
Net income
-$208,635
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$1,757,346
Mission and Program Overview

Mission

To promote research and educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,200,000$1,481,206▲ $281,206
Cash and Non-Interest-Bearing Accounts$659,321$336,253▼ $323,068
Accounts Receivable$244,564$228,466▼ $16,098
Total Assets$2,103,885$2,045,925▼ $57,960
Liabilities
Accounts Payable and Accrued Expenses$12,108$83,362▲ $71,254
Other Liabilities$32,028--
Total Liabilities$44,136$83,362▲ $39,226
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,059,749$1,962,563▼ $97,186
Total Net Assets Fund Balance$2,059,749$1,962,563▼ $97,186
Total Liabilities and Net Assets / Fund Balance$2,103,885$2,045,925▼ $57,960

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$127,473$127,473
Other Land Buildings-$14,472$14,472
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kerry F PalmertreeFormer Exec.FT$132,766$132,766

Board Members and Trustees

NameTitle
Sue a Theus PhdPresident
E Haavi Morreim Jd PhdDirector
Edward Rosloniec PhdDirector
G Nicholas Verne MdDirector
Joseph P Vaughn MbaDirector
Khatidja Ali PhdDirector
Thomas C Ferguson MdDirector
Linda O Nichols PhdSecretary
Gina M Raymond MdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Virginia Commonwealth UniversityComp/srv/suppBOX 843039, Richmond, VA 23284-3039$176,617
University Of Tn Health Science CtrSalaries62 S DUNLAP SUITE 212, Memphis, TN 38163$114,782
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$508,248
Investment Income
$49,098
Other Revenue
$0
Change in Net Assets
$-208,635

Audited Revenue Reconciliation

Revenue per Audited Statements
$557,346
Revenue Not Reported on Form 990
$4,616
Total Revenue per Audited Statements
$561,962
Total Revenue per Form 990
$557,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$438,676
Other Expenses$327,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$219,510$122,845-$342,355
Fees for Services Other$114,782$4,464-$119,246
Other Employee Benefits$18,729$9,892-$28,621
Payroll Taxes$15,493$12,076-$27,569
Current Officers, Directors, Trustees, and Key Employees-$27,114-$27,114
Fees for Services Accounting$2,280$22,361-$24,641
Travel$24,510--$24,510
Conferences and Meetings$19,154$1,327-$20,481
Pension Plan Contributions$6,527$6,490-$13,017
Office Expenses$9,193$641-$9,834
Insurance-$8,900-$8,900
All Other Expenses$1,750$5,270-$7,020
Other Expenses$6,240$726-$6,966
Total Functional Expenses$537,125$228,856$0$765,981

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$765,981
Total Expenses per Audited Statements$765,981
Total Expenses per Form 990$765,981
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
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

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

“The board of directors are provided copies of the form 990 and the 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/her 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/her designee, shall ask all board members present if anyone foresees a conflict of interest. The president, or his/her 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

“The board of directors reviews and authorizes any changes to compensation 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 from the organization's 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
116 N PAULINE STREET, MEMPHIS, TN 38105

Signing Officer

Name
Sue a Theus Phd
Title
President
Phone
9015777275
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue a Theus Phd
Formed
1990
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
7

Preparer

Firm
Financial Solution Advisors Pllc
Address
4350 PABLO PROFESSIONAL CT STE 200, JACKSONVILLE, FL 32224-3224
Preparer
Michael B Mcleod CPA
Phone
9042962024
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees 0 1,063 0 contract research services 114,782 0 0 administrative fees 0 3,401 0 total 114,782 4,464 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization qualifies as a tax-exempt organization under section 501 (c)(3) of the internal revenue code (irc). The organization periodically assesses whether it has incurred income tax expense or related interest or penalties in accordance with accounting for uncertain tax positions. No such amounts were recognized for the years ending september 30, 2024 and 2023, respectively. The organization follows the income tax standard for uncertain tax positions. The organization has evaluated their tax positions and determined they have no uncertain tax positions as of september 30, 2024 and 2023. Should the organizations tax-exempt status be challenged in the future, the organizations 2022, 2023 and 2024 tax years are open for examination by the irs.”

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018729
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IRS990/OtherExpensesGrp/Desc1TOOLS & EQUIPMENT
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3RESEARCH SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1726
IRS990/OtherExpensesGrp/ProgramServicesAmt047862
IRS990/OtherExpensesGrp/ProgramServicesAmt139324
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IRS990/OtherExpensesGrp/ProgramServicesAmt36240
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IRS990/OtherExpensesGrp/TotalAmt139324
IRS990/OtherExpensesGrp/TotalAmt218521
IRS990/OtherExpensesGrp/TotalAmt36966
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06527
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01481206
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IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0TN
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0VA MEMPHIS HEALTH CARE SYSTEM
IRS990ScheduleA/MedicalResearchOrganizationInd0X
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0127473
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0127473
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014472
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014472
IRS990ScheduleD/RevenueNotReportedAmt04616
IRS990ScheduleD/RevenueSubtotalAmt0557346
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION PERIODICALLY ASSESSES WHETHER IT HAS INCURRED INCOME TAX EXPENSE OR RELATED INTEREST OR PENALTIES IN ACCORDANCE WITH ACCOUNTING FOR UNCERTAIN TAX POSITIONS. NO SUCH AMOUNTS WERE RECOGNIZED FOR THE YEARS ENDING SEPTEMBER 30, 2024 AND 2023, RESPECTIVELY. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED THEIR TAX POSITIONS AND DETERMINED THEY HAVE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2024 AND 2023. SHOULD THE ORGANIZATIONS TAX-EXEMPT STATUS BE CHALLENGED IN THE FUTURE, THE ORGANIZATIONS 2022, 2023 AND 2024 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalRevenuePerForm990Amt0557346
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0765981
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS ARE PROVIDED COPIES OF THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE BEGINNING OF EACH BOARD MEETING THE PRESIDENT OR HIS/HER 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/HER DESIGNEE, SHALL ASK ALL BOARD MEMBERS PRESENT IF ANYONE FORESEES A CONFLICT OF INTEREST. THE PRESIDENT, OR HIS/HER 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/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS AND AUTHORIZES ANY CHANGES TO COMPENSATION FOR THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S OPERATING OFFICE LOCATED AT 1030 JEFFERSON AVENUE, MEMPHIS, TN 38104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROFESSIONAL FEES 0 1,063 0 CONTRACT RESEARCH SERVICES 114,782 0 0 ADMINISTRATIVE FEES 0 3,401 0 TOTAL 114,782 4,464 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
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0537125
IRS990/TotalFunctionalExpensesGrp/TotalAmt0765981
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044136
IRS990/TotalLiabilitiesEOYAmt083362
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IRS990/TotalLiabilitiesGrp/EOYAmt083362
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IRS990/TotalReportableCompFromOrgAmt0132766
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0557346
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02045925
IRS990/TravelGrp/ProgramServicesAmt024510
IRS990/TravelGrp/TotalAmt024510
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0116 N PAULINE STREET
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038105
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE A THEUS PHD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09015777275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESEARCH INC
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0621438533
ReturnHeader/Filer/PhoneNum09015777275
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461041593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL SOLUTION ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04350 PABLO PROFESSIONAL CT STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322243224
ReturnHeader/PreparerPersonGrp/PhoneNum09042962024
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL B MCLEOD CPA
ReturnHeader/ReturnTs02025-06-30T10:36:43-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30

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