Civic Intelligence

Catalysis Inc

990 • Fiscal year 2013 • EIN 26-2795800

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization ProfileWWW.CREATEVALUE.ORG
100 W Lawrence St No 42254911

(920) 659-7500

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.67x

Higher debt load relative to assets than 83% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

72nd percentile

0.39x

Higher debt load relative to revenue than 72% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

36th percentile

-1.3%

Higher net margin than 36% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

96th percentile

$386,521

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

63rd percentile

6.7%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,330,944

Up $145,597 (+6.7%) from 2012

Net Assets

Down

$770,101

Down $52,065 (-6.3%) from 2012

Liabilities

Up

$1,560,843

Up $197,662 (+15%) from 2012

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin36th percentile

Revenue

$4,036,094

No earlier filing loaded for comparison.

Expenses

Up

$4,088,159

Up $667,339 (+20%) from 2012

Net Income

-$52,065

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,460,312Liabilities 2010: $859,103Net Assets 2010: $601,2092010Assets 2011: $1,908,226Liabilities 2011: $1,118,427Net Assets 2011: $789,7992011Assets 2012: $2,185,347Liabilities 2012: $1,363,181Net Assets 2012: $822,1662012Assets 2013: $2,330,944Liabilities 2013: $1,560,843Net Assets 2013: $770,1012013Assets 2014: $2,361,296Liabilities 2014: $1,690,643Net Assets 2014: $670,6532014Assets 2015: $3,429,396Liabilities 2015: $2,200,104Net Assets 2015: $1,229,2922015Assets 2018: $2,306,019Liabilities 2018: $2,408,296Net Assets 2018: -$102,2772018Assets 2019: $2,747,436Liabilities 2019: $2,592,367Net Assets 2019: $155,0692019Assets 2020: $2,403,725Liabilities 2020: $1,923,467Net Assets 2020: $480,2582020Assets 2022: $1,718,072Liabilities 2022: $2,074,926Net Assets 2022: -$356,8542022Assets 2024: $1,329,532Liabilities 2024: $1,664,955Net Assets 2024: -$335,4232024

Highlighted filing

2013

Assets$2,330,944
Liabilities$1,560,843
Net Assets$770,101
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,450,1612010Expenses 2011: $2,165,0522011Expenses 2012: $3,420,8202012Revenue 2013: $4,036,094Expenses 2013: $4,088,159Net Income 2013: -$52,0652013Revenue 2014: $4,011,266Expenses 2014: $4,110,714Net Income 2014: -$99,4482014Revenue 2015: $5,760,477Expenses 2015: $5,201,838Net Income 2015: $558,6392015Revenue 2018: $5,378,301Expenses 2018: $5,602,234Net Income 2018: -$223,9332018Revenue 2019: $5,185,230Expenses 2019: $4,706,955Net Income 2019: $478,2752019Revenue 2020: $3,432,273Expenses 2020: $3,107,084Net Income 2020: $325,1892020Revenue 2022: $2,754,433Expenses 2022: $3,450,839Net Income 2022: -$696,4062022Revenue 2024: $1,836,336Expenses 2024: $1,558,410Net Income 2024: $277,9262024

Highlighted filing

2013

Revenue$4,036,094
Expenses$4,088,159
Net Income-$52,065
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.0
Gross Receipts
$4,073,012
Mission and Program Overview

Mission

To redesign care delivery of healthcare performance which will result in improved value for patients.

To bring employers, insurers, government communities and providers -continued on schedule o together to develop new models of care and reimbursement that result in greater efficiency, expertise and value.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$617,586$1,053,464▲ $435,878
Savings and Temporary Cash Investments$977,130$854,044▼ $123,086
Land, Buildings, and Equipment, Net$420,497$371,653▼ $48,844
Pledges and Grants Receivable$125,000--
Inventories for Sale or Use$28,380$26,711▼ $1,669
Prepaid Expenses and Deferred Charges$16,754$25,072▲ $8,318
Total Assets$2,185,347$2,330,944▲ $145,597
Liabilities
Deferred Revenue$1,062,100$1,383,774▲ $321,674
Accounts Payable and Accrued Expenses$301,081$177,069▼ $124,012
Total Liabilities$1,363,181$1,560,843▲ $197,662
Net Assets / Fund Balance
Unrestricted Net Assets$592,034$681,281▲ $89,247
Temporarily Rstr Net Assets$230,132$88,820▼ $141,312
Total Net Assets Fund Balance$822,166$770,101▼ $52,065
Total Liabilities and Net Assets / Fund Balance$2,185,347$2,330,944▲ $145,597

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$235,381$127,761$363,142
Leasehold Improvements$136,272$18,975$155,247
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John Toussaint MdCEOFT$346,372$40,149$386,521
Helen ZakPresident and COOFT$252,904$27,209$280,113
Julie BartelsExecutive Vice PresidentFT$211,262$32,862$244,124
Mike StoeckleinDirector of NetworksFT$173,185$33,301$206,486
Jon CarpenterDirector of Finance and AdministrationFT$119,962$14,422$134,384
Angela CottrellDirector of Finance and AdministrationFT$11,996$3,839$15,835

Board Members and Trustees

NameTitle
Walter RuglandChairman
Arnold Milstein MdDirector
Daniel AriensDirector
Dean Gruner MdDirector
Gary ConvisDirector
George KoenigsaeckerDirector
Jeffrey Thompson MdDirector
John ShookDirector
John TorinusDirector
Maureen BisognanoDirector
Michael SachsDirector
Orest FiumeDirector
PAUL O'NEILLDirector
Randall Linton MdDirector
Steve ShortellDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
ThedacareContracted Management And Employee Servi-$251,936
Revenue and Support

Revenue Composition

Contributions and Grants
$135,000
Program Service Revenue
$3,867,300
Investment Income
$-13,796
Other Revenue
$47,590
All Other Contributions
$135,000
Change in Net Assets
$-52,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,036,094
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$36,243
Total Revenue per Audited Statements
$4,072,337
Total Revenue per Form 990
$4,036,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,275,375
Other Expenses$1,677,784
Grants and Similar Amounts Paid$135,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$830,063$404,231-$1,234,294
Conferences and Meetings$744,609--$744,609
Other Salaries and Wages$594,933$143,516-$738,449
Travel$161,508$114,798-$276,306
Office Expenses$92,274$94,883-$187,157
Occupancy-$176,249-$176,249
Other Employee Benefits$104,166$40,576-$144,742
Grants to Domestic Orgs$135,000--$135,000
Advertising$16,853$96,365-$113,218
Payroll Taxes$80,355$30,622-$110,977
Depreciation Depletion-$69,150-$69,150
Fees for Services Other-$48,841-$48,841
Pension Plan Contributions$38,020$8,893-$46,913
Information Technology-$27,491-$27,491
Insurance-$14,763-$14,763
Fees for Services Accounting-$14,250-$14,250
Other Expenses-$4,190-$4,190
Royalties$844--$844
Fees for Services Legal-$701-$701
Interest-$15-$15
Total Functional Expenses$2,798,625$1,289,534$0$4,088,159

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,124,402
Expenses per Audited Statements$4,088,159
Total Expenses per Form 990$4,088,159
Expenses Not Reported on Form 990$36,243
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-6025986-501(c)3TO ESTABLISH A CURRENT USE FUND KNOWN AS THE 'CENTER FOR LEAN HEALTHCARE RESEARCH FUND' AT THE FISHER COLLEGE OF BUSINESS$135,000
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The organization adopted a policy for helen zak and angela cottrell to review the 990 prior to filing. In addition, the board members have an opportunity to review the return via e-mail before submitting.”

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

“Annually each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement and in addition periodic reviews are performed. The ceo and coo review potential conflicts and factor in if there is a conflict of interest deemed to be a significant conflict. If a conflict is deemed a significant conflict it would go to the board of directors for resolution.”

Form 990, Part VI, Section B, Line 15

“The organization used a compensation consultant in 2012 to review management and staff cash compensation. This process included peer group, salary analysis, and salary ranges. The study was reviewed by the board of directors executive compensation committee. The board of directors executive compensation committee then made recommendations to the board of directors for approval. In 2013 there was a cost of living adjustment approved by the ceo and coo.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are not made available to the public. Financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
26-2795800
Phone
9206597500

Signing Officer

Name
Helen Zak
Title
President and COO
Phone
9206597500
Signed
2014-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Zak
Formed
2008
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
14
Employees
20
Volunteers
14

Preparer

Preparer
Terri Rexrode CPA Mst
Phone
9206620016
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“In order to account for uncertain tax positions, the organization determines whether it is more likely than not that a tax position will be substained upon examination of the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more-likely-than-not-recognition threshold, the benefit of that position is not recognized in the financial statements. Management does not believe the organization has any material uncertain tax positions or unrecognized tax benefits. The organization's federal income tax returns for fiscal years 2010 and beyond remain subject to examination by the internal revenue service.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 21,008. Gain/loss on disposal 15,235.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 21,008. Loss on sale of property and equipment 15,235.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT AND COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF FINANCE AND ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF FINANCE AND ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF NETWORKS
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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO REDESIGN THREE INTERDEPENDENT COMPONENTS OF THE HEALTHCARE INDUSTRY WHICH WILL RESULT IN IMPROVED VALUE FOR PATIENTS. WE WILL ACCOMPLISH THIS BY COLLABORATING WITH PATIENTS AND LEADERS IN THE PROVIDER, EMPLOYER, INSURER, ACADEMIC AND GOVERNMENT COMMUNITIES TO CREATE:TRANSPARENCY OF HEALTHCARE PERFORMANCE, CARE DELIVERY WITH LESS WASTE AND FEWER ERRORS PAYMENT SYSTEMS THAT REWARD PATIENT VALUE CREATION
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt025698
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IRS990/OfficeExpensesGrp/ProgramServicesAmt092274
IRS990/OfficeExpensesGrp/TotalAmt0187157
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/TotalAmt04190
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0738449
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030622
IRS990/PayrollTaxesGrp/ProgramServicesAmt080355
IRS990/PayrollTaxesGrp/TotalAmt0110977
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08893
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038020
IRS990/PensionPlanContributionsGrp/TotalAmt046913
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd4541900
IRS990/ProgramServiceRevenueGrp/Desc0HEALTHCARE VALUE NETWO
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2CEO SITE VISITS
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4TRANSPARENCY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11106597
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3203957
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4195000
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11106597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21026350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3203957
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4195000
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS-THE CENTER OFFERS WORKSHOPS AND CUSTOMIZED LEARNING EXPERIENCES THAT DEVELOP HEALTHCARE LEADERS WHO ARE CAPABLE OF CONFIDENTLY DRIVING THE LEAN TRANSFORMATION OF THEIR ORGANIZATIONS TO DELIVER MEASURABLY BETTER VALUE TO THE PATIENTS, FAMILIES AND COMMUNITIES THEY SERVE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0555722
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01106597
IRS990/ProgSrvcAccomActy3Grp/Desc0MISCELLANEOUS SERVICES INCLUDE SPEAKING ENGAGEMENTS ON THE CREATION OF HEALTHCARE VALUE AND THE ANNUAL LEAN HEALTHCARE TRANSFORMATION SUMMIT. THE ANNUAL LEAN HEALTHCARE TRANSFORMATION SUMMIT IS A VEHICLE TO CONVENE SENIOR EXECUTIVES AND MANAGEMENT IN THE HEALTHCARE COMMUNITY TO LEARN AND SHARE THEIR KNOWLEDGE OF LEAN IN HEALTH CARE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0501774
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0135000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0229655
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CEO SITE VISITS - BRINGING SENIOR LEADERS FROM VARIOUS ORGANIZATIONS TO THEDACARE TO VIEW FIRST-HAND HOW USING LEAN METHODS AND OPERATIONAL IMPROVEMENTS REDUCE COSTS AND ERRORS AND PROVIDE PATIENTS WITH A MUCH BETTER OVERALL HEALTHCARE EXPERIENCE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1TRANSPARENCY - ASSISTING OUR HEALTHCARE ORGANIZATION MEMBERS IN UNDERSTANDING COST, QUALITY, RISKS AND TO EVALUATE THEIR PERFORMANCE MORE COMPLETELY, TO TAKE ACTION FASTER, AND TO DELIVER THIS INFORMATION TO CONSUMERS.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1460989
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01026350
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1195000
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IRS990/PYOtherExpensesAmt02742320
IRS990/PYOtherRevenueAmt047058
IRS990/PYProgramServiceRevenueAmt02869172
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IRS990/PYTotalRevenueAmt03453187
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0977130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0854044
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0135000

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,330,944
Liabilities
$1,560,843
Net assets
$770,101
Revenue
$4,036,094
Expenses
$4,088,159
Net income
-$52,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$1.66$0.34$1.84$1.56$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$2.07$0.36$2.75$3.45$0.70
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$1.92$0.48$3.43$3.11$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$2.59$0.16$5.19$4.71$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$2.41$0.10$5.38$5.60$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$2.20$1.23$5.76$5.20$0.56
2014Detailed filing. Detailed filing data is available for this year.$2.36$1.69$0.67$4.01$4.11$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.33$1.56$0.77$4.04$4.09$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$1.36$0.82$3.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$1.12$0.79$2.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.86$0.60$1.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits