Civic Intelligence

Practice Transformation Institute

990 • Fiscal year 2017 • EIN 20-8851734

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 21, 2018

Organization ProfileN/A

View Organization Page

4986 N Adams RdRochester Hills, MI 48306

(248) 475-4701

Siviq Scores

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

Liabilities / Assets

98th percentile

4.86x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$94,888

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

62%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$35,675

Up $13,688 (+62%) from 2016

Net Assets

Down

-$137,813

Down $8,282 (-6.4%) from 2016

Liabilities

Up

$173,488

Up $21,970 (+14%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin36th percentile

Revenue

Down

$441,093

Down $187,540 (-30%) from 2016

Expenses

Up

$449,375

Up $14,380 (+3.3%) from 2016

Net Income

Down

-$8,282

Down $201,920 (-104%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2017

Assets$35,675
Liabilities$173,488
Net Assets-$137,813
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

2017

Revenue$441,093
Expenses$449,375
Net Income-$8,282
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 21, 2018
Return Version
2017v2.2
Gross Receipts
$441,427
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 abouta. Best practices for the delivery of healthcare servicesb. Techniques to improve the efficiency and delivery of healthcare, andc. 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 care3. To research and identify best practices regarding the delivery of healthcare4. 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$15,943$23,994▲ $8,051
Cash and Non-Interest-Bearing Accounts$3,098$7,217▲ $4,119
Accounts Receivable-$2,900-
Land, Buildings, and Equipment, Net$2,946$1,564▼ $1,382
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$21,987$35,675▲ $13,688
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$151,518$173,488▲ $21,970
Total Liabilities$151,518$173,488▲ $21,970
Net Assets / Fund Balance
Unrestricted Net Assets$-129,531$-137,813▼ $8,282
Total Net Assets Fund Balance$-129,531$-137,813▼ $8,282
Total Liabilities and Net Assets / Fund Balance$21,987$35,675▲ $13,688

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,564$20,670$22,234
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mark LazarSecretaryFT$94,888$94,888
Harmony KinkleVice PresidentFT$40,639$40,639

Board Members and Trustees

NameTitle
Ewa MatuszewskiPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$441,427
Investment Income
$-334
Other Revenue
$0
Change in Net Assets
$-8,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$391,763
Other Expenses$57,612
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$197,023--$197,023
Current Officers, Directors, Trustees, and Key Employees$135,527--$135,527
Payroll Taxes$26,391--$26,391
Other Employee Benefits$24,066--$24,066
Occupancy$11,857--$11,857
Office Expenses$10,050--$10,050
Pension Plan Contributions$8,756--$8,756
Travel$4,508--$4,508
Conferences and Meetings$4,440--$4,440
Insurance$2,553--$2,553
Other Expenses$1,894--$1,894
Fees for Services Legal-$1,678-$1,678
Information Technology$1,241--$1,241
All Other Expenses$474$693-$1,167
Depreciation Depletion$1,048--$1,048
Fees for Services Accounting-$850-$850
Total Functional Expenses$446,154$3,221$0$449,375
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Practice Transformation Institute
EIN
20-8851734
Phone
2484754701
Address
4986 N ADAMS RD, ROCHESTER HILLS, MI 48306

Signing Officer

Name
Ewa Matuszewski
Title
President
Signed
2018-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ewa Matuszewski
Voting Board Members
3
Independent Board Members
3
Employees
9

Preparer

Firm
Averill Accounting & Tax Service
Address
28345 BECK RD SUITE 101, WIXOM, MI 48393
Preparer
Paul H Wydendorf
Phone
2483483348
Raw XML Appendix363 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/ReconcilationRevenueExpnssAmt0-8282
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0441427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0628633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0481512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0648861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0643369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02843802
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02843802
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0441427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0628633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0481512
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0648861
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0643369
IRS990ScheduleA/Total509Grp/TotalAmt02843802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0441427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0628633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0481512
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0648861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0643369
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02843802
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01564
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020670
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022234
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01564
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt021987
IRS990/TotalAssetsEOYAmt035675
IRS990/TotalAssetsGrp/BOYAmt021987
IRS990/TotalAssetsGrp/EOYAmt035675
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03221
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0446154
IRS990/TotalFunctionalExpensesGrp/TotalAmt0449375
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0151518
IRS990/TotalLiabilitiesEOYAmt0173488
IRS990/TotalLiabilitiesGrp/BOYAmt0151518
IRS990/TotalLiabilitiesGrp/EOYAmt0173488
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-129531
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-137813
IRS990/TotalProgramServiceRevenueAmt0441427
IRS990/TotalReportableCompFromOrgAmt0135527
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0441093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0441093
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021987
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035675
IRS990/TravelGrp/ProgramServicesAmt04508
IRS990/TravelGrp/TotalAmt04508
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-129531
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-137813
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EWA MATUSZEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRACTICE TRANSFORMATION INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PRAC
ReturnHeader/Filer/EIN0208851734
ReturnHeader/Filer/PhoneNum02484754701
ReturnHeader/Filer/USAddress/AddressLine1Txt04986 N ADAMS RD
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382138369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AVERILL ACCOUNTING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028345 BECK RD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WIXOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048393
ReturnHeader/PreparerPersonGrp/PhoneNum02483483348
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul H Wydendorf
ReturnHeader/ReturnTs02018-09-21T12:54:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,675
Liabilities
$173,488
Net assets
-$137,813
Revenue
$441,093
Expenses
$449,375
Net income
-$8,282
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