Society For Epidemiologic Research (EIN 521138509) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

Onyebuchi Arah

Phone

3853937077

Tax Period

2023-01-01 to 2023-12-31

Society For Epidemiologic Research, founded in 1978, is a community nonprofit in the Health Care sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 14% surplus.

Mission

THE SOCIETY FOR EPIDEMIOLOGIC RESEARCH (SER) WAS ESTABLISHED AS A FORUM FORSHARING THE LATEST IN EPIDEMIOLOGIC RESEARCH. SER IS COMMITTED TO KEEPINGEPIDEMIOLOGISTS AT THE VANGUARD OF SCIENTIFIC DEVELOPMENTS. THE SOCIETYPROVIDES THE AMERICAN JOURNAL OF EPIDEMIOLOGY AND EPIDEMIOLOGIC REVIEWS TOMEMBERS, AND ALSO ORGANIZES AN ANNUAL MEETING FOR THE SHARING ANDDISSEMINATION OF EPIDEMIOLOGIC INFORMATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $474,950

Program Service Revenue $758,032

Investment Income $29,756

Other Revenue $0

TOTAL REVENUE $1,262,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $889,723

Other Expenses $1,086,371

TOTAL EXPENSES $1,086,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,262,738	$761,315	+0.7%
Expenses	$1,086,371	$824,081	+0.3%
Net Income	$176,367	$-62,766	-3.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Onyebuchi Arah	Past President	1.00	Officer Director	$0	$0	$0
William Miller	President	1.00	Officer Director	$0	$0	$0
Yvette Cozier	Past President	1.00	Officer Director	$0	$0	$0
Laura Balzer	Member at Large	1.00	Director	$0	$0	$0
Jess Edwards	Member at Large	1.00	Director	$0	$0	$0
Monique Brown	Member at Large	1.00	Director	$0	$0	$0
Sunni Mumford	Member at Large	1.00	Director	$0	$0	$0
Bryan James	Member at Large	1.00	Director	$0	$0	$0
Suzanne Bevan	Executive Dir.	20.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,262,738	$1,086,371	$1,987,436	$176,367
2022	$761,315	$824,081	$1,713,633	$-62,766
2021	$532,070	$466,965	$1,868,219	$65,105
2020	$752,800	$515,052	$1,758,194	$237,748
2019	$777,622	$617,231	$1,441,353	$160,391
2018	$666,017	$483,104	$1,256,746	$182,913

Society For Epidemiologic Research