Civic Intelligence

Society for Inherited Metabolic Disorders

EIN 93-0721765 • 501(c)3 • West Linn, OR

Profile

To increase knowledge of and promote research in inborn errors of metabolism in humans and to stimulate interactions between clinicians and investigators in inborn errors of metabolism. To seek to foster training and maintenance of a core of qualified physicians, fellows, nutritionists, nurses and laboratory staff..

18265 Lower Midhill DrWest Linn, OR 97068

www.simd.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

25th percentile

-7.7%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

24th percentile

-5.1%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,098,216

Up $49,534 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,098,216

Up $49,534 (+4.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin25th percentile

Revenue

Down

$760,869

Down $594,046 (-44%) from 2023

Expenses

Down

$819,675

Down $279,757 (-25%) from 2023

Net Income

Down

-$58,806

Down $314,289 (-123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $575,397Liabilities 2011: $0Net Assets 2011: $575,3972011Assets 2012: $620,358Liabilities 2012: $0Net Assets 2012: $620,3582012Assets 2013: $556,629Liabilities 2013: $0Net Assets 2013: $556,6292013Assets 2014: $592,053Liabilities 2014: $0Net Assets 2014: $592,0522014Assets 2015: $596,051Liabilities 2015: $0Net Assets 2015: $596,0512015Assets 2016: $616,432Liabilities 2016: $0Net Assets 2016: $616,4322016Assets 2017: $617,094Liabilities 2017: $0Net Assets 2017: $617,0942017Assets 2018: $551,820Liabilities 2018: $0Net Assets 2018: $551,8202018Assets 2019: $667,654Liabilities 2019: $0Net Assets 2019: $667,6542019Assets 2020: $784,303Liabilities 2020: $0Net Assets 2020: $784,3032020Assets 2021: $792,338Liabilities 2021: $0Net Assets 2021: $792,3382021Assets 2022: $793,199Liabilities 2022: $0Net Assets 2022: $793,1992022Assets 2023: $1,048,682Liabilities 2023: $0Net Assets 2023: $1,048,6822023Assets 2025: $1,098,216Liabilities 2025: $0Net Assets 2025: $1,098,2162025

Highlighted filing

2025

Assets$1,098,216
Liabilities$0
Net Assets$1,098,216
Open 2025 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $673,981Expenses 2011: $631,557Net Income 2011: $42,4242011Expenses 2012: $522,9942012Revenue 2013: $673,890Expenses 2013: $448,759Net Income 2013: $225,1312013Revenue 2014: $603,841Expenses 2014: $568,417Net Income 2014: $35,4242014Revenue 2015: $725,375Expenses 2015: $721,377Net Income 2015: $3,9982015Revenue 2016: $942,308Expenses 2016: $642,538Net Income 2016: $299,7702016Revenue 2017: $513,895Expenses 2017: $526,692Net Income 2017: -$12,7972017Revenue 2018: $713,686Expenses 2018: $778,960Net Income 2018: -$65,2742018Revenue 2019: $1,050,631Expenses 2019: $934,797Net Income 2019: $115,8342019Revenue 2020: $629,625Expenses 2020: $485,183Net Income 2020: $144,4422020Revenue 2021: $355,176Expenses 2021: $403,336Net Income 2021: -$48,1602021Revenue 2022: $1,017,641Expenses 2022: $968,108Net Income 2022: $49,5332022Revenue 2023: $1,354,915Expenses 2023: $1,099,432Net Income 2023: $255,4832023Revenue 2025: $760,869Expenses 2025: $819,675Net Income 2025: -$58,8062025

Highlighted filing

2025

Revenue$760,869
Expenses$819,675
Net Income-$58,806
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,098,216
Liabilities
$0
Net assets
$1,098,216
Revenue
$760,869
Expenses
$819,675
Net income
-$58,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.76$0.82$0.06
2023Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$1.35$1.10$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$1.02$0.97$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.36$0.40$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.63$0.49$0.14
2019Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$1.05$0.93$0.12
2018Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.71$0.78$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.51$0.53$0.01
2016Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.94$0.64$0.30
2015Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.73$0.72$0.00
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.60$0.57$0.04
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.67$0.45$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.52
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.67$0.63$0.04
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 28, 2021
Return Version
2019v5.0
Gross Receipts
$629,625
Mission and Program Overview

Mission

To increase knowledge of and promote research in inborn errors of metabolism in humans and to stimulate interactions between clinicians and investigators in inborn errors of metabolism. To seek to foster training and maintenance of a core of qualified physicians, fellows, nutritionists, nurses and laboratory staff..

Increase knowledge of genetics, biochemistry, metabolism, prevention of inherited defects in body chemistry by providing close contact with clinicians and investigators at annual meetings, through training courses and fellowships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$266,574$322,688▲ $56,114
Investments in Publicly Traded Securities$290,301$278,255▼ $12,046
Cash and Non-Interest-Bearing Accounts$110,779$183,360▲ $72,581
Loans From Officers Directors$0$0→ $0
Total Assets$667,654$784,303▲ $116,649
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$667,654$784,303▲ $116,649
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$667,654$784,303▲ $116,649
Total Liabilities and Net Assets / Fund Balance$667,654$784,303▲ $116,649
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Marzia PasqualiMembership chair
Susan BerryProgram Chairman
Shawn McCandlessPast President
Georgianne ArnoldPresident
Gerard BerryPresident-Elect
Dawn PeckMember at large
Debra RegierMember at large
Dwight KoeberlMember at large
Jane DelucaMember at large
Tina CowanMember at large
V Reid SuttonMember at large
Bruce BarshopSecretary/Informatics
Cary HardingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$547,442
Program Service Revenue
$62,410
Investment Income
$19,773
Other Revenue
$0
All Other Contributions
$482,841
Change in Net Assets
$144,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$440,581
Salaries, Compensation, and Employee Benefits$44,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$321,626--$321,626
Other Expenses$53,417$0$0$53,417
Other Salaries and Wages-$30,741-$30,741
Travel$25,175--$25,175
Information Technology-$15,000-$15,000
Payroll Taxes-$11,912-$11,912
Occupancy-$7,097-$7,097
Other Employee Benefits-$1,949-$1,949
Insurance-$1,316-$1,316
Office Expenses-$678-$678
Fees for Services Legal-$150-$150
Total Functional Expenses$409,384$75,799$0$485,183
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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 organization has members”

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

“Charter, active and emeritus members have the right to elect all members of the organizing governing body, the Board of Directors”

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

“Candidates for membership must be approved by a simple majority of the current membership. Amendments to the organizations bylaws must be approved by a two-thirds majority of the members.”

Form 990, Part VI, Section A, Line 9

“A list of officers and other board members not at mailing address can be found on Form 990, Part VII, Section A”

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

“The form 990 and schedules will be reviewed by the treasurer and administrator of the SIMD. The treasurer will submit and provide a summary of the 990 to the membership at the annual meeting.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are provided to the public upon request. The financial statements and tax documents are provided annually to the Oregon Department of Justice, Charitable Activities Section for public review.”

Filing and Contact Details

Filer

Filer Name
Society for Inherited Metabolic Disorders
EIN
93-0721765
Phone
5036369228
Address
18265 Lower Midhill Dr, West Linn, OR 97068

Signing Officer

Name
Leslie Lublink
Title
Administrator
Phone
5036369228
Signed
2021-06-28

Organization Details

Principal Officer
Leslie Lublink
Formed
1977
Legal Domicile
Or
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program expenses: CME/CEU fees, 2022 meeting hotel deposit, consulting fees, online registration program, administrative travel”

Raw XML AppendixShowing 400 of 517 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
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IRS990/AllOtherContributionsAmt0482841
IRS990/BooksInCareOfDetail/PersonNm0Leslie Lublink
IRS990/BooksInCareOfDetail/PhoneNum05036369228
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt018265 Lower Midhill Dr
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConferencesMeetingsGrp/TotalAmt0321626
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0547442
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/FeesForServicesLegalGrp/TotalAmt0150
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm1Cary Harding
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Informatics
IRS990/Form990PartVIISectionAGrp/TitleTxt3Program Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Membership chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5President-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt6Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member at large
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member at large
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member at large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member at large
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member at large
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IRS990/MissionDesc0To increase knowledge of and promote research in inborn errors of metabolism in humans and to stimulate interactions between clinicians and investigators in inborn errors of metabolism. To seek to foster training and maintenance of a core of qualified physicians, fellows, nutritionists, nurses and laboratory staff..
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