Civic Intelligence

Practice Transformation Institute

990 • Fiscal year 2014 • EIN 20-8851734

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 29, 2015

900 Wilshire DriveRoom/Suite 200Troy, MI 48084

(248) 475-4701

Siviq Scores

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

Liabilities / Assets

100th percentile

28.10x

Higher debt load relative to assets than 100% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

0.60x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

87th percentile

$96,648

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

0.9%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$13,825

Up $436 (+3.3%) from 2013

Net Assets

Up

-$374,644

Up $78,046 (+17%) from 2013

Liabilities

Down

$388,469

Down $77,610 (-17%) from 2013

Revenue

Up

$648,861

Up $5,492 (+0.9%) from 2013

Expenses

Down

$570,815

Down $108,772 (-16%) from 2013

Net Income

Up

$78,046

Up $114,264 (+315%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $4,711Liabilities 2010: $137,900Net Assets 2010: -$133,1892010Assets 2011: $4,842Liabilities 2011: $224,672Net Assets 2011: -$219,8302011Assets 2012: $21,965Liabilities 2012: $438,437Net Assets 2012: -$416,4722012Assets 2013: $13,389Liabilities 2013: $466,079Net Assets 2013: -$452,6902013Assets 2014: $13,825Liabilities 2014: $388,469Net Assets 2014: -$374,6442014Assets 2015: $26,235Liabilities 2015: $349,404Net Assets 2015: -$323,1692015Assets 2016: $21,987Liabilities 2016: $151,518Net Assets 2016: -$129,5312016Assets 2017: $35,675Liabilities 2017: $173,488Net Assets 2017: -$137,8132017Assets 2018: $32,989Liabilities 2018: $17,032Net Assets 2018: $15,9572018Assets 2019: $224,800Liabilities 2019: $17,133Net Assets 2019: $207,6672019Assets 2020: $396,335Liabilities 2020: $84,448Net Assets 2020: $311,8872020Assets 2021: $598,690Liabilities 2021: $9,185Net Assets 2021: $589,5052021Assets 2022: $195,275Liabilities 2022: $11,246Net Assets 2022: $184,0292022Assets 2023: $43,314Liabilities 2023: $3,152Net Assets 2023: $40,1622023Assets 2024: $47,277Liabilities 2024: $7,867Net Assets 2024: $39,4102024

Highlighted filing

2014

Assets$13,825
Liabilities$388,469
Net Assets-$374,644

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $20,508Expenses 2010: $61,753Net Income 2010: -$41,2452010Revenue 2011: $49,586Expenses 2011: $136,227Net Income 2011: -$86,6412011Revenue 2012: $91,696Expenses 2012: $288,338Net Income 2012: -$196,6422012Revenue 2013: $643,369Expenses 2013: $679,587Net Income 2013: -$36,2182013Revenue 2014: $648,861Expenses 2014: $570,815Net Income 2014: $78,0462014Revenue 2015: $481,512Expenses 2015: $430,037Net Income 2015: $51,4752015Revenue 2016: $628,633Expenses 2016: $434,995Net Income 2016: $193,6382016Revenue 2017: $441,093Expenses 2017: $449,375Net Income 2017: -$8,2822017Revenue 2018: $628,325Expenses 2018: $474,555Net Income 2018: $153,7702018Revenue 2019: $642,781Expenses 2019: $451,071Net Income 2019: $191,7102019Revenue 2020: $604,283Expenses 2020: $500,063Net Income 2020: $104,2202020Revenue 2021: $791,567Expenses 2021: $513,949Net Income 2021: $277,6182021Revenue 2022: $161,356Expenses 2022: $566,832Net Income 2022: -$405,4762022Revenue 2023: $477,860Expenses 2023: $621,727Net Income 2023: -$143,8672023Revenue 2024: $480,890Expenses 2024: $481,642Net Income 2024: -$7522024

Highlighted filing

2014

Revenue$648,861
Expenses$570,815
Net Income$78,046
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 29, 2015
Return Version
2014v5.0
Gross Receipts
$648,861
Mission and Program Overview

Mission

1. To improve the health of, and the level of medical care provided to, the general public by educating and training health care providers and associations about: a. Best practices for the delivery of healthcare services. B. Techniques to improve the efficiency and delivery of healthcare, and c. Techniques for maintaining welness, reducing obesity, managing or avoiding diabetes and other diseases and chronic illnesses. 2. To research and identify the inequities and inefficiencies in the delivery of health care. 3. To research and identify best practices regarding the delivery of healthcare. 4. To develop educational programming and materials to be utilized on the internet and at conferences, seminars, workshops and continuing medical education courses. 5. To hold conferences, seminars, workshops and continuing medical education courses.

1. To improve the health of, and the level of medical care provided to, the general public by educating and training health care providers and associations about a. Best practices for the delivery of healthcare services b. Techniques to improve the efficiency and delivery of healthcare, and c. Techniques for maintaining wellness, reducing obesity, managing or avoiding diabetes and other diseases and chronic illnesses. 2. To research and identify the inequities and inefficiencies in the delivery of health care 3. To research and identify best practices regarding the delivery of healthcare 4. To develop educational programming and materials to be utilized on the internet and at conferences, seminars, workshops and continuing medical education courses. 5. To hold conferences, seminars, workshops and continuing medical education courses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$8,893-
Land, Buildings, and Equipment, Net$4,879$3,251▼ $1,628
Accounts Receivable$4,378$1,400▼ $2,978
Cash and Non-Interest-Bearing Accounts$4,132$281▼ $3,851
Total Assets$13,389$13,825▲ $436
Liabilities
Accounts Payable and Accrued Expenses$366,069$288,459▼ $77,610
Unsecured Notes Loans Payable$100,010$100,010→ $0
Total Liabilities$466,079$388,469▼ $77,610
Net Assets / Fund Balance
Unrestricted Net Assets$-452,690$-374,644▲ $78,046
Total Net Assets Fund Balance$-452,690$-374,644▲ $78,046
Total Liabilities and Net Assets / Fund Balance$13,389$13,825▲ $436

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,317$9,771$11,088
Equipment$1,934$6,913$8,847
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark LazarSecretary/trFT$83,301$13,347$96,648
Harmony KinkleVice PresideFT$58,946$6,605$65,551

Board Members and Trustees

NameTitle
Ewa MatuszewskiPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$648,861
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$78,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$474,447
Other Expenses$96,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$402,959--$402,959
Other Employee Benefits$38,123--$38,123
Payroll Taxes$33,365--$33,365
Conferences and Meetings$11,552--$11,552
Occupancy$8,024--$8,024
Office Expenses$7,581--$7,581
Insurance$3,476--$3,476
Other Expenses$3,064--$3,064
Information Technology$1,488$471-$1,959
All Other Expenses$996$733-$1,729
Depreciation Depletion$1,628--$1,628
Advertising$1,439--$1,439
Fees for Services Legal-$1,021-$1,021
Fees for Services Accounting-$780-$780
Interest$541--$541
Travel$-1,073--$-1,073
Total Functional Expenses$567,810$3,005$0$570,815
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Practice Transformation Institute
EIN
20-8851734
Address
900 WILSHIRE DRIVE, ROOM/SUITE 200, TROY, MI 48084

Signing Officer

Name
Ewa Matuszewski
Title
President
Signed
2015-06-29

Organization Details

Voting Board Members
3
Independent Board Members
3
Employees
8

Preparer

Firm
Averill Accounting
Address
28345 BECK STE 101, WIXOM, MI 48393-4733
Preparer
Paul H Wydendorf
Phone
2483483348
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

1. To improve the health of, and the level of medical care provided to, the general public by educating and training health care providers and associations about a. Best practices for the delivery of healthcare services b. Techniques to improve the efficiency and delivery of healthcare, and c. Techniques for maintaining wellness, reducing obesity, managing or avoiding diabetes and other diseases and chronic illnesses. 2. To research and identify the inequities and inefficiencies in the delivery of health care 3. To research and identify best practices regarding the delivery of healthcare 4. To develop educational programming and materials to be utilized on the internet and at conferences, seminars, workshops and continuing medical education courses. 5. To hold conferences, seminars, workshops and continuing medical education courses.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01. TO IMPROVE THE HEALTH OF, AND THE LEVEL OF MEDICAL CARE PROVIDED TO, THE GENERAL PUBLIC BY EDUCATING AND TRAINING HEALTH CARE PROVIDERS AND ASSOCIATIONS ABOUT A. BEST PRACTICES FOR THE DELIVERY OF HEALTHCARE SERVICES B. TECHNIQUES TO IMPROVE THE EFFICIENCY AND DELIVERY OF HEALTHCARE, AND C. TECHNIQUES FOR MAINTAINING WELLNESS, REDUCING OBESITY, MANAGING OR AVOIDING DIABETES AND OTHER DISEASES AND CHRONIC ILLNESSES. 2. TO RESEARCH AND IDENTIFY THE INEQUITIES AND INEFFICIENCIES IN THE DELIVERY OF HEALTH CARE 3. TO RESEARCH AND IDENTIFY BEST PRACTICES REGARDING THE DELIVERY OF HEALTHCARE 4. TO DEVELOP EDUCATIONAL PROGRAMMING AND MATERIALS TO BE UTILIZED ON THE INTERNET AND AT CONFERENCES, SEMINARS, WORKSHOPS AND CONTINUING MEDICAL EDUCATION COURSES. 5. TO HOLD CONFERENCES, SEMINARS, WORKSHOPS AND CONTINUING MEDICAL EDUCATION COURSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRACTICE TRANSFORMATION INSTITUTE
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL H WYDENDORF
ReturnHeader/ReturnTs02015-07-07T12:06:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.08$0.39$4.81$4.82$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.03$0.40$4.78$6.22$1.44
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.11$1.84$1.61$5.67$4.05
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.09$5.90$7.92$5.14$2.78
2020Detailed filing. Detailed filing data is available for this year.$3.96$0.84$3.12$6.04$5.00$1.04
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.17$2.08$6.43$4.51$1.92
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.17$0.16$6.28$4.75$1.54
2017Detailed filing. Detailed filing data is available for this year.$0.36$1.73$1.38$4.41$4.49$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.22$1.52$1.30$6.29$4.35$1.94
2015Detailed filing. Detailed filing data is available for this year.$0.26$3.49$3.23$4.82$4.30$0.51
2014Detailed filing. Detailed filing data is available for this year.$0.14$3.88$3.75$6.49$5.71$0.78
2013Detailed filing. Detailed filing data is available for this year.$0.13$4.66$4.53$6.43$6.80$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$4.38$4.16$0.92$2.88$1.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$2.25$2.20$0.50$1.36$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$1.38$1.33$0.21$0.62$0.41