Civic Intelligence

The Society for Reproductive

EIN 63-0941692 • 501(c)3 • Birmingham, AL

Profile

To serve a leadership role in reproductive endocrinology & infertility by promoting excellence in patient care, fostering training & career development of students, residents, associates, members, and affiliates, developing new initiatives in basic & clinical research, & supporting ethical practice & advocacy for the subspecialty.

1209 Montgomery HighwayBirmingham, AL 35216-2809

www.socrei.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

43rd percentile

$15,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

24th percentile

-4.8%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$1,691,862

Down $84,587 (-4.8%) from 2024

Liabilities

Down

$22,226

Down $321,772 (-94%) from 2024

Net Assets

Up

$1,669,636

Up $237,185 (+17%) from 2024

Operations
Liabilities / Revenue41st percentileNet Margin76th percentile

Revenue

Up

$589,081

Up $63,971 (+12%) from 2024

Expenses

Up

$452,083

Up $43,243 (+11%) from 2024

Net Income

Up

$136,998

Up $20,728 (+18%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $746,377Liabilities 2011: $243,001Net Assets 2011: $503,3762011Assets 2012: $775,202Liabilities 2012: $205,673Net Assets 2012: $569,5292012Assets 2013: $845,228Liabilities 2013: $227,192Net Assets 2013: $618,0362013Assets 2014: $855,137Liabilities 2014: $216,947Net Assets 2014: $638,1902014Assets 2015: $978,380Liabilities 2015: $243,242Net Assets 2015: $735,1382015Assets 2017: $1,088,804Liabilities 2017: $242,537Net Assets 2017: $846,2672017Assets 2018: $1,063,128Liabilities 2018: $183,724Net Assets 2018: $879,4042018Assets 2019: $1,109,995Liabilities 2019: $183,064Net Assets 2019: $926,9312019Assets 2020: $952,480Liabilities 2020: $32,138Net Assets 2020: $920,3422020Assets 2021: $1,229,186Liabilities 2021: $61,589Net Assets 2021: $1,167,5972021Assets 2022: $1,127,181Liabilities 2022: $93,170Net Assets 2022: $1,034,0112022Assets 2023: $1,412,728Liabilities 2023: $155,061Net Assets 2023: $1,257,6672023Assets 2024: $1,776,449Liabilities 2024: $343,998Net Assets 2024: $1,432,4512024Assets 2025: $1,691,862Liabilities 2025: $22,226Net Assets 2025: $1,669,6362025

Highlighted filing

2025

Assets$1,691,862
Liabilities$22,226
Net Assets$1,669,636
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $255,762Expenses 2011: $252,898Net Income 2011: $2,8642011Revenue 2012: $268,574Expenses 2012: $202,421Net Income 2012: $66,1532012Revenue 2013: $302,023Expenses 2013: $253,516Net Income 2013: $48,5072013Revenue 2014: $390,925Expenses 2014: $406,371Net Income 2014: -$15,4462014Revenue 2015: $302,248Expenses 2015: $280,666Net Income 2015: $21,5822015Revenue 2017: $437,234Expenses 2017: $386,765Net Income 2017: $50,4692017Revenue 2018: $463,856Expenses 2018: $458,520Net Income 2018: $5,3362018Revenue 2019: $484,490Expenses 2019: $456,477Net Income 2019: $28,0132019Revenue 2020: $466,941Expenses 2020: $456,126Net Income 2020: $10,8152020Revenue 2021: $184,027Expenses 2021: $86,087Net Income 2021: $97,9402021Revenue 2022: $374,963Expenses 2022: $338,097Net Income 2022: $36,8662022Revenue 2023: $551,352Expenses 2023: $388,150Net Income 2023: $163,2022023Revenue 2024: $525,110Expenses 2024: $408,840Net Income 2024: $116,2702024Revenue 2025: $589,081Expenses 2025: $452,083Net Income 2025: $136,9982025

Highlighted filing

2025

Revenue$589,081
Expenses$452,083
Net Income$136,998
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,691,862
Liabilities
$22,226
Net assets
$1,669,636
Revenue
$589,081
Expenses
$452,083
Net income
$136,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$0.59$0.45$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.34$1.43$0.53$0.41$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.16$1.26$0.55$0.39$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.09$1.03$0.37$0.34$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.06$1.17$0.18$0.09$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.03$0.92$0.47$0.46$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.18$0.93$0.48$0.46$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.18$0.88$0.46$0.46$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.24$0.85$0.44$0.39$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.24$0.74$0.30$0.28$0.02
2014Summary only. Only limited summary data is available for this year.$0.86$0.22$0.64$0.39$0.41$0.02
2013Summary only. Only limited summary data is available for this year.$0.85$0.23$0.62$0.30$0.25$0.05
2012Summary only. Only limited summary data is available for this year.$0.78$0.21$0.57$0.27$0.20$0.07
2011Summary only. Only limited summary data is available for this year.$0.75$0.24$0.50$0.26$0.25$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 23, 2026
Return Version
2024v5.5
Gross Receipts
$697,946
Mission and Program Overview

Mission

To serve a leadership role in reproductive endocrinology & infertility by promoting excellence in patient care, fostering training & career development of students, residents, associates, members, and affiliates, developing new initiatives in basic & clinical research, & supporting ethical practice & advocacy for the subspecialty.

Extend knowledge and support research in human reproductive endocrinology and infertility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,432,451$1,669,636▲ $237,185
Investments Other Securities$1,063,624$1,195,385▲ $131,761
Cash and Non-Interest-Bearing Accounts$387,928$341,002▼ $46,926
Accounts Receivable$254,676$91,258▼ $163,418
Prepaid Expenses and Deferred Charges$12,348$2,494▼ $9,854
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,776,449$1,691,862▼ $84,587
Other Assets Total$57,873$61,723▲ $3,850
Liabilities
Deferred Revenue$343,998$22,226▼ $321,772
Total Liabilities$343,998$22,226▼ $321,772
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,432,451$1,669,636▲ $237,185
Total Liabilities and Net Assets / Fund Balance$1,776,449$1,691,862▼ $84,587

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,195,385--
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Anne Marie Stenier MdVice President$15,000$15,000
Erica Johnstone MdPresident$4,000$4,000
Karl Hansen MdDirector - Academic$2,500$2,500

Board Members and Trustees

NameTitle
Erica Marsh MdImmediate Past President
Steven Young MdPast President
Ruth Lathi MdVice President - Elect
Rebecca Flyckt MdDirector - Academic
Aaron Styer MdPrivate Practice Director
Lauren Roth Ba MdPrivate Practice Director
Heather Huddleston MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$458,410
Program Service Revenue
$74,901
Investment Income
$33,115
Other Revenue
$22,655
All Other Contributions
$458,410
Change in Net Assets
$136,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$415,083
Salaries, Compensation, and Employee Benefits$37,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$236,648$12,103-$248,751
Travel$98,482--$98,482
Current Officers, Directors, Trustees, and Key Employees$21,500--$21,500
Other Salaries and Wages$15,500--$15,500
Fees for Services Other$14,026--$14,026
Other Expenses$7,328--$7,328
Office Expenses$1,243$2,373-$3,616
Fees for Service Investment Mgmnt Fees-$1,541-$1,541
Fees for Services Accounting-$1,140-$1,140
Total Functional Expenses$434,926$17,157$0$452,083
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
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 A, Line 6

“The members of srei are generally m.d.'s.”

Form 990, Part VI, Section A, Line 7A

“The board creates a nominating slate and the srei members vote to elect members of the board.”

Form 990, Part VI, Section A, Line 7B

“Decisions regarding changes to the bylaws are subject to the approval of the members.”

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

“A copy of the form 990 will be reviewed by the executive secretary of the organization.”

Form 990, Part VI, Section C, Line 19

“These documents are available on websites and upon request for the same period of disclosure as set forth in irc section 6104(d).”

Filing and Contact Details

Filer

Filer Name
The Society for Reproductive
EIN
63-0941692
Phone
2059785000
Address
1209 MONTGOMERY HIGHWAY, BIRMINGHAM, AL 35216-2809

Signing Officer

Name
Dan Carre
Title
Chief Financial Officer
Phone
2059785000
Signed
2026-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Carre
Formed
1987
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Ml Griffith CPA LLC
Address
4220 CAHABA HEIGHTS COURT STE 212, BIRMINGHAM, AL 35243
Preparer
Matthew L Griffith
Phone
2054408273
Raw XML AppendixShowing 400 of 455 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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IRS990/PYOtherRevenueAmt023990
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IRS990/PYRevenuesLessExpensesAmt0116270
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReportInvestmentsOtherSecInd01
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021755
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0124097
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IRS990ScheduleA/TotalSupportAmt02134942
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD INVESTMENTS
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IRS990ScheduleD/TotalBookValueSecuritiesAmt01195385
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF SREI ARE GENERALLY M.D.'S.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD CREATES A NOMINATING SLATE AND THE SREI MEMBERS VOTE TO ELECT MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS REGARDING CHANGES TO THE BYLAWS ARE SUBJECT TO THE APPROVAL OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 WILL BE REVIEWED BY THE EXECUTIVE SECRETARY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE ON WEBSITES AND UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE AMERICAN SOCIETY FOR REPRODUCTIVE MEDICINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOCIETY FOR REPRODUCTIVE SURGEONS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SOCIETY FOR ASSISTED REPRODUCTIVE TECHNOLOGY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1630941873
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVANCEMENT OF THE SCIENCE AND PRACTICE OF REPRODUCTIVE MEDICINE.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EXTENDED KNOWLEDGE OF REPRODUCTIVE SURGERY.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2ADVANCEMENT OF THE STANDARDS OF ASSISTED REPRODUCTIVE TECHNOLOGY.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0726 7TH ST SE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11209 MONTGOMERY HIGHWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21209 MONTGOMERY HIGHWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BIRMINGHAM
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0434926
IRS990/TotalFunctionalExpensesGrp/TotalAmt0452083
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01432451
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01669636
IRS990/TotalOtherCompensationAmt00

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