Civic Intelligence

Surety Industry Research Foundation Inc

EIN 83-1212031 • 501(c)3 • Bethesda, MD

Profile

The surety industry research foundation, inc. ("sirf") is a charitable and educational organization whose mission is to educate members of the public on the benefits of the use of surety bonds through encouraging and funding data-based and scholarly research on surety bonding and related practices.

7735 Old Georgetown Road 900Bethesda, MD 20814

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

282%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$45,469

Up $33,574 (+282%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$45,469

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin94th percentile

Revenue

Up

$50,000

Up $50,000 from 2023

Expenses

Up

$16,426

Up $15,460 (+1600%) from 2023

Net Income

Up

$33,574

Up $34,540 (+3576%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$60K$40K$20K$0Assets 2018: $15,000Liabilities 2018: $10,927Net Assets 2018: $4,0732018Assets 2019: $15,000Liabilities 2019: $0Net Assets 2019: $15,0002019Assets 2020: $14,795Liabilities 2020: $0Net Assets 2020: $14,7952020Assets 2021: $13,828Liabilities 2021: $0Net Assets 2021: $13,8282021Assets 2022: $12,861Liabilities 2022: $0Net Assets 2022: $12,8612022Assets 2023: $11,895Liabilities 2023: $02023Assets 2024: $45,469Liabilities 2024: $0Net Assets 2024: $45,4692024

Highlighted filing

2024

Assets$45,469
Liabilities$0
Net Assets$45,469
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2018: $15,000Expenses 2018: $10,927Net Income 2018: $4,0732018Expenses 2019: $1,6002019Expenses 2020: $2052020Expenses 2021: $9672021Expenses 2022: $9672022Revenue 2023: $0Expenses 2023: $966Net Income 2023: -$9662023Revenue 2024: $50,000Expenses 2024: $16,426Net Income 2024: $33,5742024

Highlighted filing

2024

Revenue$50,000
Expenses$16,426
Net Income$33,574
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$45,469
Liabilities
$0
Net assets
$45,469
Revenue
$50,000
Expenses
$16,426
Net income
$33,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$50.0$16.4$33.6
2023Summary only. Only limited summary data is available for this year.$11.9$0.00$0.00$0.97$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$0.97
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.97
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.00$15.0$1.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$10.9$4.07$15.0$10.9$4.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$50,000
Mission and Program Overview

Mission

The surety industry research foundation, inc. ("sirf") is a charitable and educational organization whose mission is to educate members of the public on the benefits of the use of surety bonds through encouraging and funding data-based and scholarly research on surety bonding and related practices.

Program Services

DescriptionGrantsExpenses
TO EDUCATE MEMBERS OF THE PUBLIC ON THE BENEFITS OF THE USE OF SURETY BONDS THROUGH ENCOURAGING AND FUNDING DATA-BASED AND SCHOLARLY RESEARCH ON SURETY BONDING AND RELATED PRACTICES.$0$15,400
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZACH MENDELSONPresident-$0--
ROBERT COONVice President-$0--
MONICA DONATELLIAssistant Vice President-$0--
CHRISTIAN DOWNEYSecretary-$0--
PATRICK T PRIBYLTreasurer-$0--
MARK MCCALLUMExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Surety Industry Research Foundation Inc
EIN
83-1212031
Phone
2402001270
Address
7735 OLD GEORGETOWN ROAD 900, BETHESDA, MD 20814

Signing Officer

Name
Mark Mccallum
Title
Executive Director
Phone
2402001270
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Lanigan Ryan Pc
Address
9841 WASHINGTONIAN BLVD SUITE 300, GAITHERSBURG, MD 20878
Preparer
Jason Mills CPA
Phone
3012588900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: registration expense. Amount: 226. Description: bank fees. Amount: 50. Total to form 990-ez, line 16: 276.”

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02402001270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07735 OLD GEORGETOWN ROAD SUITE 900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BETHESDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011895
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045469
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt050000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt033574
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016150
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011895
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045469
IRS990EZ/GrossReceiptsAmt050000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045469
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045469
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZACH MENDELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT COON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONICA DONATELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIAN DOWNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICK T PRIBYL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK MCCALLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASSISTANT VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0276
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SURETY INDUSTRY RESEARCH FOUNDATION, INC. ("SIRF") IS A CHARITABLE AND EDUCATIONAL ORGANIZATION WHOSE MISSION IS TO EDUCATE MEMBERS OF THE PUBLIC ON THE BENEFITS OF THE USE OF SURETY BONDS THROUGH ENCOURAGING AND FUNDING DATA-BASED AND SCHOLARLY RESEARCH ON SURETY BONDING AND RELATED PRACTICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE MEMBERS OF THE PUBLIC ON THE BENEFITS OF THE USE OF SURETY BONDS THROUGH ENCOURAGING AND FUNDING DATA-BASED AND SCHOLARLY RESEARCH ON SURETY BONDING AND RELATED PRACTICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015400
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MD
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016426
IRS990EZ/TotalProgramServiceExpensesAmt015400
IRS990EZ/TotalRevenueAmt050000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SURETY INDUSTRY RESEARCH FOUNDATION SUPPORTS THE NATIONAL ASSOCIATION OF SURETY BOND PRODUCERS (NASBP), WHICH IS A 501(C)(6) ORGANIZATION. NASBP OBTAINED AN AFFIRMATION LETTER FROM THE IRS TO CONFIRM ITS TAX EXEMPT STATUS. IN ADDITION, A PRO FORMA OF THE 2024 SCHEDULE A PUBLIC SUPPORT TEST WAS CREATED TO VERIFY THAT NASBP WAS PUBLICLY SUPPORTED IN ACCORDANCE WITH SECTION 509(A)(2). THE PUBLIC SUPPORT CALCULATED FOR 2024 WAS 91%.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0132657769
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF SURETY BOND PRODUCTERS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt050000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REGISTRATION EXPENSE. AMOUNT: 226. DESCRIPTION: BANK FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 276.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MCCALLUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02402001270
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SURETY INDUSTRY RESEARCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SURE
ReturnHeader/Filer/EIN0831212031
ReturnHeader/Filer/PhoneNum02402001270
ReturnHeader/Filer/USAddress/AddressLine1Txt07735 OLD GEORGETOWN ROAD 900
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521259972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANIGAN RYAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09841 WASHINGTONIAN BLVD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum03012588900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON MILLS CPA
ReturnHeader/ReturnTs02025-05-07T08:53:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits

Manhattan Beach, CA

View Organization

Canine Comfort

501(c)3 • NTEE D99

Revenue$50,000
Assets$0

Revenue vs current organization

About the same

Assets vs current organization

100% lower