Applied Epi Incorporated FY2023 filing

Tax-deductible

Severn, MD501(c)(3)Diseases & DisordersEIN 87-2222471

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The organization supports frontline public health workers with access to versatile analytical tools and robust epidemiological methods utilizing open-source software. The organization delivers training courses, has a community forum for users, and a support desk for assistance.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$70K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $226K a year · 28% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$70K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 15.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$130K
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$927K
+124% vs prior year
Spent
$452K
To programs
90%
Net assets
$684K
By yearFY2022–FY2024
Revenue
$927K
FY2023▲ +124%
Revenue by fiscal year
FY2022$413K
FY2023$927K
FY2024$1.0M
Expenses
$452K
FY2023▲ +94%
Expenses by fiscal year
FY2022$233K
FY2023$452K
FY2024$1.0M
Net assets
$684K
FY2023▲ +272%
Net assets by fiscal year
FY2022$184K
FY2023$684K
FY2024$708K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $408K Management & general 10% · $43K Fundraising 0% · $741

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $70K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$70,373Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides public health workers with tools, training, and support for data analysis and disease tracking.

Provided by the organization

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1 program service account for $408K of program spending, described in the organization's own filed words · FY2023.
01

In 2023, Applied Epi provided synchronous training courses in the use of the free and open-source analytical software R to over 900 participants across 52 cohorts, in French, English, and Spanish. Course participants were from 94 countries, 46% of which were low- or middle-income countries.

$408Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

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

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$927K
Ln 12
Fees for servicesLn 2g$908K
Gifts and grantsLn 1h$19K
Money outPt IX
$452K
Ln 25
Programscol B$408K
Managementcol C$43K
Fundraisingcol D$741
Owns and owesPt X
$684K
net assets · Ln 32
Cash and savingsLn 1–2$597K
Total assetsLn 16$814K
LiabilitiesLn 26$130K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$19K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$908K
Total revenueLn 12$927K
Assets in detailPt X, end of year
CashLn 1$597K
Cash and savings togetherLn 1–2$597K
Total assetsLn 16$814K
LiabilitiesLn 26$130K
Net assetsLn 32$684K
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$245K$597K
Total assetsLn 16$261K$814K
LiabilitiesLn 26$78K$130K
Net assetsLn 32$184K$684K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$70K$36K$34K$674
Other employee benefitsLn 9$3K$1K$2K$30
Payroll taxesLn 10$4K$2K$2K$36
Accounting feesLn 11c$440$440
Other fees for servicesLn 11g$339K$339K
TravelLn 17$18K$18K
InsuranceLn 23$5K$3K$3K
Other expenses (24a–d)Ln 24$13K$10K$3K$1
Total functional expensesLn 25$452K$408K$43K$741

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.0M$1.0M$24K$708K 990 PDF
FY2023 Viewing $927K$452K$475K$684K 990 PDF
FY2022 $413K$233K$180K$184K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $926,795 across 10 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$18,989
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$18,989
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $907,806 · Unrelated business $0 · Excluded from tax $0$907,806
VIII-12 Total revenueRelated to mission $907,806 · Unrelated business $0 · Excluded from tax $0$926,795
Part IX · Statement of functional expenses $452,139 across 8 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $35,971 · Management $33,728 · Fundraising $674$70,373
IX-9 Other employee benefitsPrograms $1,472 · Management $1,501 · Fundraising $30$3,003
IX-10 Payroll taxesPrograms $1,766 · Management $1,801 · Fundraising $36$3,603
IX-11c Accounting feesManagement $440$440
IX-11g Other fees for servicesPrograms $338,941$338,941
IX-17 TravelPrograms $17,738$17,738
IX-23 InsurancePrograms $2,627 · Management $2,627$5,254
IX-24 Other expenses (24a–d)Programs $9,705 · Management $3,081 · Fundraising $1$12,787
IX-25 Total functional expensesPrograms $408,220 · Management $43,178 · Fundraising $741$452,139
Part X · Balance sheet $814,199 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $245,438$597,152
X-4 Accounts receivableStart of year $16,050$217,047
X-16 Total assetsStart of year $261,488$814,199
X-17 Accounts payable and accrued expensesStart of year $24,483$44,175
X-19 Deferred revenueStart of year $53,116$86,227
X-26 Total liabilitiesStart of year $77,599$130,402
X-27 Net assets without donor restrictionsStart of year $183,889$683,797
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $183,889$683,797
X-33 Total liabilities and net assetsStart of year $261,488$814,199
Part XI · Reconciliation of net assets $683,797 net assets at year end
XI-1 Total revenue$926,795
XI-2 Total expenses$452,139
XI-3 Revenue less expenses$474,656
XI-4 Net assets at start of year$183,889
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$25,252
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$683,797

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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