Civic Intelligence

Serological Research Institute

990 • Fiscal year 2018 • EIN 94-2520402

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 17, 2019

3053 Research DriveRichmond, CA 94806

(510) 223-7374

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.04x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$184,405

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-2.7%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$995,795

Up $143,962 (+17%) from 2017

Net Assets

Up

$923,455

Up $191,934 (+26%) from 2017

Liabilities

Down

$72,340

Down $47,972 (-40%) from 2017

Revenue

Down

$1,791,133

Down $49,185 (-2.7%) from 2017

Expenses

Up

$1,599,199

Up $11,257 (+0.7%) from 2017

Net Income

Down

$191,934

Down $60,442 (-24%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$995,795
Liabilities$72,340
Net Assets$923,455

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$1,791,133
Expenses$1,599,199
Net Income$191,934
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 17, 2019
Return Version
2017v2.2
Gross Receipts
$2,006,220
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.

Promote research and development in forensic serological analysis, provide technical support, training and proficiencies to the forensic community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$461,185$630,931▲ $169,746
Land, Buildings, and Equipment, Net$204,727$174,134▼ $30,593
Accounts Receivable$87,491$105,427▲ $17,936
Inventories for Sale or Use$74,950$69,366▼ $5,584
Intangible Assets$18,073$10,530▼ $7,543
Savings and Temporary Cash Investments-$0-
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$851,833$995,795▲ $143,962
Other Assets Total$5,407$5,407→ $0
Liabilities
Accounts Payable and Accrued Expenses$44,200$53,862▲ $9,662
Other Liabilities$76,112$18,478▼ $57,634
Total Liabilities$120,312$72,340▼ $47,972
Net Assets / Fund Balance
Unrestricted Net Assets$731,521$923,455▲ $191,934
Total Net Assets Fund Balance$731,521$923,455▲ $191,934
Total Liabilities and Net Assets / Fund Balance$851,833$995,795▲ $143,962

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$78,103$522,345$600,448
Leasehold Improvements$94,823$66,907$161,730
Other Land Buildings$1,208$69,780$70,988
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gary C HarmorPres, Ed, CFSFT$184,405$184,405
Angela ButlerKey EmployeeFT$121,402$121,402
Ledia M McVeighSec, TreasurerFT$110,616$110,616

Board Members and Trustees

NameTitle
David StockwellDirector
Gary SimsDirector
George SensabaughDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,581,758
Investment Income
$486
Other Revenue
$208,889
Change in Net Assets
$191,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$928,633
Other Expenses$670,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$334,729$227,338-$562,067
Current Officers, Directors, Trustees, and Key Employees$204,681$90,340-$295,021
Occupancy$101,133$43,343-$144,476
All Other Expenses$78,537$41,757-$120,294
Payroll Taxes$47,920$18,693-$66,613
Insurance$28,043$33,944-$61,987
Depreciation Depletion$25,740$17,042-$42,782
Other Expenses$32,041$10,337-$42,378
Fees for Services Legal-$11,786-$11,786
Travel$10,475--$10,475
Fees for Services Management$9,516--$9,516
Other Employee Benefits$2,799$2,133-$4,932
Interest-$3,574-$3,574
Total Functional Expenses$1,080,767$518,432$0$1,599,199
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
Equipment Loan$18,478
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

REVIEWED BY EXECUTIVE DIRECTOR and administration director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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
2019-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary C Harmor
Formed
1978
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
11

Preparer

Firm
Bregante Company LLP CPAs
Address
301 Battery St 2 Mezzanine, San Francisco, CA 94111
Preparer
Kenneth A Preston
Phone
4157771001
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GARY C HARMOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CASEWORK INCOME
IRS990/ProgramServiceRevenueGrp/Desc1MISC
IRS990/ProgramServiceRevenueGrp/Desc2PROFICIENCY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01522544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt137031
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01522544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt137031
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222183
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0163
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0694044
IRS990/PYOtherRevenueAmt0535815
IRS990/PYProgramServiceRevenueAmt01304340
IRS990/PYRevenuesLessExpensesAmt0252376
IRS990/PYSalariesCompEmpBnftPaidAmt0893898
IRS990/PYTotalExpensesAmt01587942
IRS990/PYTotalRevenueAmt01840318
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0191934
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01581578
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0486
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0163
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0111
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01544726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01624615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01378639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01329130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01152142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07029252
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0486
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0163
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0901
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt07029252
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01544726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01624615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01378639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01329130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01152142
IRS990ScheduleA/Total509Grp/TotalAmt07029252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01545212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01624778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01378730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01329180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01152253
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07030153
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt078103
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0522345
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0600448
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt094823
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt066907
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0161730
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01208
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069780
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt070988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018478
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Equipment Loan
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0174134
IRS990ScheduleD/TotalLiabilityAmt018478
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0184405
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY C HARMOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRES, ED, CFS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0184405
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY EXECUTIVE DIRECTOR and administration director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0851833
IRS990/TotalAssetsEOYAmt0995795
IRS990/TotalAssetsGrp/BOYAmt0851833
IRS990/TotalAssetsGrp/EOYAmt0995795
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0518432
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01080767
IRS990/TotalFunctionalExpensesGrp/TotalAmt01599199
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0120312

Document Assets

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Filings

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