Civic Intelligence

Wisconsin Health Information

EIN 20-3493804 • 501(c)3 • Monona, WI

Profile

The wisconsin health information organization maintains a centralized health care data repository to provide data and information on the quality, safety, cost, and equity of health care to all health care stakeholders for improvement, public reporting, and research.

PO Box 6411Monona, WI 53716

whio.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.37x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.39x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

36th percentile

-0.8%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$382,509

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$2,527,359

Down $72,810 (-2.8%) from 2023

Liabilities

Down

$938,282

Down $62,933 (-6.3%) from 2023

Net Assets

Down

$1,589,077

Down $9,877 (-0.6%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin36th percentile

Revenue

Down

$2,377,288

Down $320,939 (-12%) from 2023

Expenses

Down

$2,396,592

Down $7,517 (-0.3%) from 2023

Net Income

Down

-$19,304

Down $313,422 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,770,956Liabilities 2010: $1,776,815Net Assets 2010: $1,994,1412010Assets 2011: $2,938,928Liabilities 2011: $1,545,595Net Assets 2011: $1,393,3332011Assets 2012: $1,941,561Liabilities 2012: $1,203,189Net Assets 2012: $738,3722012Assets 2013: $2,846,493Liabilities 2013: $1,688,470Net Assets 2013: $1,158,0232013Assets 2014: $4,852,653Liabilities 2014: $1,600,617Net Assets 2014: $3,252,0362014Assets 2015: $5,839,233Liabilities 2015: $2,284,676Net Assets 2015: $3,554,5572015Assets 2016: $5,243,781Liabilities 2016: $2,467,483Net Assets 2016: $2,776,2982016Assets 2017: $4,680,158Liabilities 2017: $2,795,136Net Assets 2017: $1,885,0222017Assets 2018: $3,504,203Liabilities 2018: $2,131,671Net Assets 2018: $1,372,5322018Assets 2019: $2,063,079Liabilities 2019: $850,032Net Assets 2019: $1,213,0472019Assets 2020: $2,353,198Liabilities 2020: $971,606Net Assets 2020: $1,381,5922020Assets 2021: $2,005,888Liabilities 2021: $698,087Net Assets 2021: $1,307,8012021Assets 2022: $2,424,866Liabilities 2022: $1,125,571Net Assets 2022: $1,299,2952022Assets 2023: $2,600,169Liabilities 2023: $1,001,215Net Assets 2023: $1,598,9542023Assets 2024: $2,527,359Liabilities 2024: $938,282Net Assets 2024: $1,589,0772024

Highlighted filing

2024

Assets$2,527,359
Liabilities$938,282
Net Assets$1,589,077
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,266,9972010Expenses 2011: $2,541,2632011Expenses 2012: $2,351,9332012Revenue 2013: $3,431,637Expenses 2013: $3,011,986Net Income 2013: $419,6512013Revenue 2014: $4,812,191Expenses 2014: $2,718,178Net Income 2014: $2,094,0132014Revenue 2015: $4,465,551Expenses 2015: $4,163,030Net Income 2015: $302,5212015Revenue 2016: $2,691,646Expenses 2016: $3,469,905Net Income 2016: -$778,2592016Revenue 2017: $2,484,035Expenses 2017: $3,375,311Net Income 2017: -$891,2762017Revenue 2018: $2,711,332Expenses 2018: $3,223,822Net Income 2018: -$512,4902018Revenue 2019: $1,959,323Expenses 2019: $2,118,808Net Income 2019: -$159,4852019Revenue 2020: $2,651,439Expenses 2020: $2,482,894Net Income 2020: $168,5452020Revenue 2021: $2,109,941Expenses 2021: $2,181,953Net Income 2021: -$72,0122021Revenue 2022: $2,595,538Expenses 2022: $2,580,853Net Income 2022: $14,6852022Revenue 2023: $2,698,227Expenses 2023: $2,404,109Net Income 2023: $294,1182023Revenue 2024: $2,377,288Expenses 2024: $2,396,592Net Income 2024: -$19,3042024

Highlighted filing

2024

Revenue$2,377,288
Expenses$2,396,592
Net Income-$19,304
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,527,359
Liabilities
$938,282
Net assets
$1,589,077
Revenue
$2,377,288
Expenses
$2,396,592
Net income
-$19,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.94$1.59$2.38$2.40$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.60$1.00$1.60$2.70$2.40$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.42$1.13$1.30$2.60$2.58$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.70$1.31$2.11$2.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.97$1.38$2.65$2.48$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.06$0.85$1.21$1.96$2.12$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.50$2.13$1.37$2.71$3.22$0.51
2017Detailed filing. Detailed filing data is available for this year.$4.68$2.80$1.89$2.48$3.38$0.89
2016Detailed filing. Detailed filing data is available for this year.$5.24$2.47$2.78$2.69$3.47$0.78
2015Detailed filing. Detailed filing data is available for this year.$5.84$2.28$3.55$4.47$4.16$0.30
2014Detailed filing. Detailed filing data is available for this year.$4.85$1.60$3.25$4.81$2.72$2.09
2013Detailed filing. Detailed filing data is available for this year.$2.85$1.69$1.16$3.43$3.01$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.20$0.74$2.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$1.55$1.39$2.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$1.78$1.99$1.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,377,288
Mission and Program Overview

Mission

The health care stakeholders of wisconsin health information organization are committed to developing a centralized health care data repository for the purposes of quality improvement, provider performance measurement, and public recording.

To create and maintain a centralized healthcare data repository to be used for the improvement of the quality of healthcare; measurement of the performance of healthcare providers; and to make available to the general public unified reports on health care quality, affordability, safety and efficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,694,595$1,852,838▲ $158,243
Cash and Non-Interest-Bearing Accounts$273,500$406,140▲ $132,640
Accounts Receivable$553,395$186,440▼ $366,955
Prepaid Expenses and Deferred Charges$71,148$78,876▲ $7,728
Land, Buildings, and Equipment, Net$7,531$3,065▼ $4,466
Total Assets$2,600,169$2,527,359▼ $72,810
Liabilities
Deferred Revenue$630,667$666,051▲ $35,384
Accounts Payable and Accrued Expenses$370,548$272,231▼ $98,317
Total Liabilities$1,001,215$938,282▼ $62,933
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,598,954$1,589,077▼ $9,877
Total Net Assets Fund Balance$1,598,954$1,589,077▼ $9,877
Total Liabilities and Net Assets / Fund Balance$2,600,169$2,527,359▼ $72,810

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,065$3,611,085$3,614,150
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana RichardsonCEOFT$273,083$109,426$382,509
Edgar HutchinsonDirector of Data AnalyticsFT$126,510$33,338$159,848

Board Members and Trustees

NameTitle
Tim BartholowChair
Cheryl DemarsPast President (thru July)
Gerald FryeVice Chair
Abigail MillerDirector
Anai KothariDirector
Asif MujahidDirector
Chintan DesaiDirector
Curt KubiakDirector
Dennis WintersDirector
Gabrielle RudeDirector
Jeremy OttDirector
Jessica RossnerDirector
Krista WillingDirector
Paul PritchertDirector
Chad CraigDirector (thru Jan)
Eileen MallowDirector (thru July)
Rochelle MyersDirector (thru Nov)
Ashok RaiDirector (thru Sept)
Matt BergSecretary (since Oct)
Nichole BradySecretary (thru Sept)
Kevin BorchertTreasurer (since Oct)
Marybeth BayTreasurer (thru May)

Highest Paid Contractors

ContractorServicesLocationCompensation
Wellstack INCData Warehouse Services22 E MIFFLIN ST STE 400, Madison, WI 53703$977,125
Optum Insight INCData Warehouse ServicesPO BOX 84019, Chicago, IL 60689-4002$372,625
Max Value Healthcare Strategies LLCTemporary Staffing2037 EAST DAYTON STREET, Madison, WI 53704$185,850
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,302,101
Investment Income
$75,187
Other Revenue
$0
Change in Net Assets
$-19,304

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,377,288
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,427
Total Revenue per Audited Statements
$2,386,715
Total Revenue per Form 990
$2,377,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,619,582
Salaries, Compensation, and Employee Benefits$777,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$1,389,381$3,989-$1,393,370
Current Officers, Directors, Trustees, and Key Employees$296,204$64,719-$360,923
Other Salaries and Wages$287,916$62,908-$350,824
Insurance-$77,299-$77,299
Fees for Services Lobbying$55,000--$55,000
Fees for Services Accounting-$38,600-$38,600
Payroll Taxes$22,285$4,869-$27,154
Other Employee Benefits$21,795$4,762-$26,557
Advertising$23,470--$23,470
Office Expenses$5,655$6,047-$11,702
Pension Plan Contributions$9,481$2,071-$11,552
Fees for Services Legal-$4,811-$4,811
Depreciation Depletion-$3,026-$3,026
Travel$2,906--$2,906
Conferences and Meetings$2,299--$2,299
Other Expenses-$1,440-$1,440
Fees for Services Other$900--$900
Total Functional Expenses$2,117,292$279,300$0$2,396,592

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,398,032
Total Expenses per Audited Statements$2,398,032
Total Expenses per Form 990$2,398,032
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organization updated its bylaws to remove designated board seats to founding organizations, grant the governance committee the authority to identify and nominate new board members, add a process for replacing board members mid-term, and include guidelines to use when identifying prospective board candidates.”

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

“The prepared form 990 is reviewed by the members of the governing body before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually, all directors complete and sign a statement that discloses interests that could give rise to conflicts. The directors collectively review the completed forms. Any director with a conflict of interest is prohibited from participating in the governing body's deliberations and decisions regarding the transaction.”

Form 990, Part VI, Section B, Line 15A

“The executive committee evaluates the performance and leadership succession plan of the ceo at least annually. The committee reports its evaluation and recommends compensation adjustments to the governing body. The governing body then approves the compensation adjustment based on the performance review conducted by the executive committee.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and audited financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Health Information
EIN
20-3493804
Phone
6084423876
Address
PO BOX 6411, MONONA, WI 53716

Signing Officer

Name
Dana Richardson
Title
CEO
Phone
6084423876
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Richardson
Formed
2005
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
21

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jason Stephens CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A:

“Wisconsin health information organization, inc. Leases employees from a professional employment organization, wisconsin medical society, inc. The employees are considered common law employees of wisconsin health information organization, inc., however, wisconsin medical society, inc. Is the employer of record and employees get their w2s from wisconsin medical society, inc.”

Raw XML AppendixShowing 400 of 608 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm3NICHOLE BRADY
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN BORCHERT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY (THRU SEPT)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER (SINCE OCT)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER (THRU MAY)
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR (THRU JAN)
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IRS990/MissionDesc0THE WISCONSIN HEALTH INFORMATION ORGANIZATION MAINTAINS A CENTRALIZED HEALTH CARE DATA REPOSITORY TO PROVIDE DATA AND INFORMATION ON THE QUALITY, SAFETY, COST, AND EQUITY OF HEALTH CARE TO ALL HEALTH CARE STAKEHOLDERS FOR IMPROVEMENT, PUBLIC REPORTING, AND RESEARCH.
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