Applied Epi Incorporated EIN 87-2222471 Form 990 (PDF) Claim this org

Applied Epi Incorporated FY2022 filing

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Provides public health workers with tools, training, and support for data analysis and disease tracking. For fiscal year 2022 it reported $413K in revenue, $233K in expenses, and $184K in net assets.Pt I

Type
Public charity (501(c)(3)) · Diseases & Disorders
Location
Severn, MD
Website
www.appliedepi.org
Filings
3 on file (2022–2022)
Revenue
$413KFY2022
Expenses
$233K
Net assets
$184K
People
8
Filings
3
Updates
0
More identity details & actions ⌄
EIN  87-2222471 Public charity (501(c)(3)) Severn, MD
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →
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Size
$1–10M
What they do
Provides public health workers with tools, training, and support for data analysis and disease tracking.
Leadership
Neale Batra · President · $86K
Money in and out
$413K revenue, $233K expenses
Bottom line
92% program efficiency
Where the money goes · FY2022
Total revenue
$413K
Pt VIII · Ln 12
Total expenses
$233K
Pt IX · Ln 25
Net assets
$184K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $180K
Where spending went · Part IX cols B–D
Program services $0.92 Management & general $0.08
Program efficiency
92%
of spending reaches programs
Operating runway
12.6mo
months of highly liquid reserves at operating expense rate
Surplus margin
+44%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Revenue
$413K
FY2022
Expenses
$233K
FY2022
Total assets
$261K
FY2022
Total liabilities
$78K
FY2022
Total revenue
$413K
Pt VIII · Ln 12
Total expenses
$233K
Pt IX · Ln 25
Net assets
$184K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$180K
Total assetsPt X · Ln 16$261K
Program-expense ratioPt IX · col B92%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CApplied Epi Incorporated
EINHdr · item D87-2222471
Principal addressHdr · item CSevern, MD
WebsiteHdr · item Jwww.appliedepi.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMD
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFDiseases & Disorders (G02)
Ruling yearIRS BMFNov 2021

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b8
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President
$86,082Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Neale Batra’s $87K as Executive Director is at the 16th percentile of top reported officer pay among 733 $1–10M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022
Neale Batra$86,800
Neale Batra$70,373$86,082
Alexander Spina$6,723

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

1 program service account for $215K of program spending, described in the organization's own filed words · FY2022.
01

In 2022, Applied Epi provided week-long synchronous training courses in the use of the open-source analytical software R to over 350 participants across 23 cohorts, in both English and French. Course participants were from 69 different countries, 40% of which were low or middle-income countries.

$215Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue100%$413K
Contributions & grants$83
Total revenueLn 12$413K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.92 Management & general $0.08
Program services92%$215K
Management & general8%$18K
Total functional expensesLn 25$233K

Balance Sheet

Part X · end of year
CashLn 1$245K
Total assetsLn 16$261K
Total liabilitiesLn 26$78K
Total net assetsLn 32$184K
Months of cash on handcomputed12.6

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $245K · Operating expenses/yr $233K
12.6 months
Where the money goes
Program services
Program services $215K · Total expenses $233K
92%
Management & General
Management & general $18K · Total expenses $233K
8%
Fundraising
Fundraising $0 · Total expenses $233K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $83
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $83 · Total revenue $413K
0.02%
Government reliance
Government grants $0 · Total revenue $413K
0%
Earned-income share
Program service revenue $413K · Total revenue $413K
100%
Investment reliance
Investment income $0 · Total revenue $413K
0%
Program self-sufficiency
Program service revenue $413K · Total expenses $233K
177%
Growth & trend
Revenue growth (YoY)
This year $413K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $184K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $413K · Expenses $233K
+44%
Liabilities-to-Assets
Total liabilities — · Total assets $261K
Net-asset ratio
Net assets $184K · Total assets $261K
70%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $261K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Neale Batra · Reported title President · Highest reported compensation $86K · Total expenses $233K
37%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $233K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 92%
Overhead ratio 8%
Fundraising cost ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$10K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$1.0M revenue · ⤓ 990 PDF
FY2023$927K revenue · ⤓ 990 PDF
FY2022$413K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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