Civic Intelligence

Serological Research Institute

EIN 94-2520402 • 501(c)3 • Richmond, CA

Profile

The Serological Research Institute's (SERI) mission is to promote research and development in forensic serology and to provide the highest quality of scientific analysis and consultation. SERI also provides technical support and training to those in the forensic community.

3053 Research DriveRichmond, CA 94806

n/A

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

42nd percentile

0.05x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

19%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,502,240

Up $406,188 (+19%) from 2024

Liabilities

Up

$802,066

Up $559,692 (+231%) from 2024

Net Assets

Down

$1,700,174

Down $153,504 (-8.3%) from 2024

Operations
Liabilities / Revenue42nd percentileNet Margin61st percentile

Revenue

Down

$2,932,659

Down $339,414 (-10%) from 2024

Expenses

Up

$3,086,162

Up $203,511 (+7.1%) from 2024

Net Income

Down

-$153,503

Down $542,925 (-139%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $967,113Liabilities 2011: $79,414Net Assets 2011: $887,6992011Assets 2012: $877,370Liabilities 2012: $19,442Net Assets 2012: $857,9282012Assets 2013: $577,875Liabilities 2013: $25,230Net Assets 2013: $552,6452013Assets 2014: $474,970Liabilities 2014: $58,894Net Assets 2014: $416,0762014Assets 2015: $493,510Liabilities 2015: $27,992Net Assets 2015: $465,5182015Assets 2016: $617,717Liabilities 2016: $138,572Net Assets 2016: $479,1452016Assets 2017: $851,833Liabilities 2017: $120,312Net Assets 2017: $731,5212017Assets 2018: $995,795Liabilities 2018: $72,340Net Assets 2018: $923,4552018Assets 2019: $1,058,078Liabilities 2019: $43,520Net Assets 2019: $1,014,5582019Assets 2020: $1,147,545Liabilities 2020: $245,462Net Assets 2020: $902,0832020Assets 2021: $1,436,962Liabilities 2021: $294,828Net Assets 2021: $1,142,1342021Assets 2022: $1,542,393Liabilities 2022: $120,678Net Assets 2022: $1,421,7152022Assets 2024: $2,096,052Liabilities 2024: $242,374Net Assets 2024: $1,853,6782024Assets 2025: $2,502,240Liabilities 2025: $802,066Net Assets 2025: $1,700,1742025

Highlighted filing

2025

Assets$2,502,240
Liabilities$802,066
Net Assets$1,700,174
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,293,850Expenses 2011: $1,972,078Net Income 2011: $321,7722011Revenue 2012: $2,070,013Expenses 2012: $2,099,784Net Income 2012: -$29,7712012Expenses 2013: $1,698,5252013Revenue 2014: $1,316,473Expenses 2014: $1,453,042Net Income 2014: -$136,5692014Revenue 2015: $1,477,172Expenses 2015: $1,427,730Net Income 2015: $49,4422015Revenue 2016: $1,581,159Expenses 2016: $1,567,532Net Income 2016: $13,6272016Revenue 2017: $1,840,318Expenses 2017: $1,587,942Net Income 2017: $252,3762017Revenue 2018: $1,791,133Expenses 2018: $1,599,199Net Income 2018: $191,9342018Revenue 2019: $1,804,042Expenses 2019: $1,712,939Net Income 2019: $91,1032019Revenue 2020: $1,631,824Expenses 2020: $1,744,299Net Income 2020: -$112,4752020Revenue 2021: $2,211,631Expenses 2021: $1,971,580Net Income 2021: $240,0512021Revenue 2022: $2,627,892Expenses 2022: $2,348,311Net Income 2022: $279,5812022Revenue 2024: $3,272,073Expenses 2024: $2,882,651Net Income 2024: $389,4222024Revenue 2025: $2,932,659Expenses 2025: $3,086,162Net Income 2025: -$153,5032025

Highlighted filing

2025

Revenue$2,932,659
Expenses$3,086,162
Net Income-$153,503
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,502,240
Liabilities
$802,066
Net assets
$1,700,174
Revenue
$2,932,659
Expenses
$3,086,162
Net income
-$153,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.50$0.80$1.70$2.93$3.09$0.15
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.24$1.85$3.27$2.88$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.12$1.42$2.63$2.35$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.29$1.14$2.21$1.97$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.25$0.90$1.63$1.74$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.04$1.01$1.80$1.71$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.07$0.92$1.79$1.60$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.12$0.73$1.84$1.59$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.14$0.48$1.58$1.57$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.03$0.47$1.48$1.43$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.06$0.42$1.32$1.45$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.03$0.55$1.70
2012Summary only. Only limited summary data is available for this year.$0.88$0.02$0.86$2.07$2.10$0.03
2011Summary only. Only limited summary data is available for this year.$0.97$0.08$0.89$2.29$1.97$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Feb 20, 2026
Return Version
2024v5.2
Gross Receipts
$3,132,629
Mission and Program Overview

Mission

The Serological Research Institute's (SERI) mission is to promote research and development in forensic serology and to provide the highest quality of scientific analysis and consultation. SERI also provides technical support and training to those in the forensic community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$521,975$883,884▲ $361,909
Land, Buildings, and Equipment, Net$729,159$562,537▼ $166,622
Accounts Receivable$356,116$240,823▼ $115,293
Cash and Non-Interest-Bearing Accounts$237,275$69,893▼ $167,382
Inventories for Sale or Use$119,132$50,563▼ $68,569
Intangible Assets$1,333$666▼ $667
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,096,052$2,502,240▲ $406,188
Other Assets Total$131,062$693,874▲ $562,812
Liabilities
Other Liabilities$128,606$689,973▲ $561,367
Accounts Payable and Accrued Expenses$96,218$104,543▲ $8,325
Deferred Revenue$17,550$7,550▼ $10,000
Total Liabilities$242,374$802,066▲ $559,692
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,853,678$1,700,174▼ $153,504
Total Net Assets Fund Balance$1,853,678$1,700,174▼ $153,504
Total Liabilities and Net Assets / Fund Balance$2,096,052$2,502,240▲ $406,188

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$465,565$902,841$1,368,406
Leasehold Improvements$65,794$95,936$161,730
Other Land Buildings$31,178$93,340$124,518
Other Assets Org$688,467--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary C HarmorPresident & CEOFT$241,032$2,124$243,156
Angela ButlerLab Mgr & SOFT$220,800$577$221,377
Ledia M McVeighTreasurer & CFOFT$173,550$16,834$190,384
James P HopperTechnical LeaderFT$133,619$13,136$146,755
Tessi SherrinForensic Dna a IiFT$105,252$9,671$114,923
Zachary M LanchForensic Dna a IiFT$106,725$6,977$113,702
Mallory H PagenkopfForensic Dna a IiiFT$105,332$7,416$112,748

Board Members and Trustees

NameTitle
David StockwellDirector
Ian WongDirector
Thomas FedorDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,777,584
Investment Income
$27,062
Other Revenue
$128,013
Change in Net Assets
$-153,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,932,659
Total Revenue per Audited Statements
$2,932,659
Total Revenue per Form 990
$2,932,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,800,045
Other Expenses$1,286,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$863,514$94,390-$957,904
Current Officers, Directors, Trustees, and Key Employees$461,832$173,550-$635,382
Depreciation Depletion$142,775$36,361-$179,136
Occupancy$138,983$33,615-$172,598
All Other Expenses$108,647$45,900-$154,547
Insurance$87,451$59,248-$146,699
Payroll Taxes$95,552$20,380-$115,932
Other Employee Benefits$75,755$15,072-$90,827
Other Expenses$78,517$12,045-$90,562
Fees for Services Accounting-$39,539-$39,539
Information Technology$21,594$1,280-$22,874
Travel$11,855--$11,855
Office Expenses$7,001$4,614-$11,615
Advertising$3,988--$3,988
Total Functional Expenses$2,550,168$535,994$0$3,086,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,086,162
Total Expenses per Audited Statements$3,086,162
Total Expenses per Form 990$3,086,162
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liabilities$689,973
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“REVIEWED BY EXECUTIVE DIRECTOR and administration director.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents, policies and financial statements available upon written request.”

Filing and Contact Details

Filer

Filer Name
Serological Research Institute
EIN
94-2520402
Phone
5102237374
Address
3053 RESEARCH DRIVE, RICHMOND, CA 94806

Signing Officer

Name
Gary C Harmor
Title
Pres, Exec Director
Signed
2026-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary C Harmor
Formed
1978
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
12

Preparer

Firm
Bregante Company Llp Cpas
Address
50 CALIFORNIA STREET SUITE 1500, SAN FRANCISCO, CA 94111
Preparer
Jennifer L Ruth
Phone
4157771001
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