Civic Intelligence

Patient Institute

990EZ • Fiscal year 2017 • EIN 26-2910178

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 08, 2018

PO Box 781971San Antonio, TX 78278-1971

(210) 862-1678

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$22,669

Down $3,525 (-13%) from 2016

Net Assets

Down

$22,669

Down $3,525 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$29,262

Down $22,039 (-43%) from 2016

Expenses

Down

$32,787

Down $29,662 (-47%) from 2016

Net Income

Up

-$3,525

Up $7,623 (+68%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $17,325Liabilities 2012: $0Net Assets 2012: $17,3252012Assets 2013: $6,393Liabilities 2013: $0Net Assets 2013: $6,3932013Assets 2014: $27,589Liabilities 2014: $0Net Assets 2014: $27,5892014Assets 2015: $37,342Liabilities 2015: $0Net Assets 2015: $37,3422015Assets 2016: $26,194Liabilities 2016: $0Net Assets 2016: $26,1942016Assets 2017: $22,669Liabilities 2017: $0Net Assets 2017: $22,6692017Assets 2018: $86,932Liabilities 2018: $0Net Assets 2018: $86,9322018Assets 2019: $99,139Liabilities 2019: $0Net Assets 2019: $99,1392019Assets 2020: $71,204Liabilities 2020: $0Net Assets 2020: $71,2042020

Highlighted filing

2017

Assets$22,669
Liabilities$0
Net Assets$22,669

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $80,770Expenses 2012: $81,807Net Income 2012: -$1,0372012Revenue 2013: $37,006Expenses 2013: $47,938Net Income 2013: -$10,9322013Revenue 2014: $50,086Expenses 2014: $28,890Net Income 2014: $21,1962014Revenue 2015: $51,363Expenses 2015: $41,610Net Income 2015: $9,7532015Revenue 2016: $51,301Expenses 2016: $62,449Net Income 2016: -$11,1482016Revenue 2017: $29,262Expenses 2017: $32,787Net Income 2017: -$3,5252017Revenue 2018: $76,767Expenses 2018: $12,504Net Income 2018: $64,2632018Revenue 2019: $37,715Expenses 2019: $25,508Net Income 2019: $12,2072019Revenue 2020: $6,271Expenses 2020: $34,206Net Income 2020: -$27,9352020

Highlighted filing

2017

Revenue$29,262
Expenses$32,787
Net Income-$3,525
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 8, 2018
Return Version
2017v2.2
Gross Receipts
$55,744
Mission and Program Overview

Mission

To educate and empower patients and their caregivers to take charge of their health, to make well-informed medical decisions, and to identify and categorize conditions and diseases of healthcare systems.

Program Services

DescriptionGrantsExpenses
TO CONTINUE TO PROVIDE & UPDATE FREE EDUCATIONAL PROGRAMS ON HEALTHCARE SYSTEM NAVIGATION TO THE PUBLIC.$0$3,185
TO CONTINUE TO PROVIDE, EXPAND & UPDATE FREE PRACTICAL TOOLS TO ENABLE HEALTHCARE SYSTEM NAVIGATION BY THE PUBLIC USING INTERNET/ELECTRONIC FORMAT AND PAPER.$0$3,185
TO PROVIDE FREE EDUCATIONAL PROGRAMS TO PRE-MEDICAL AND PRE-HEALTHCARE PROFESSIONAL HIGH SCHOOL AND COLLEGE STUDENTS TO ENABLE THEM TO BE MORE EFFECTIVE AND COMPASSIONATE CAREGIVERS.$0$1,274
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM V RATNERChair/PresidentPT$0--
BARBARA LAMBERTVice PresidentPT$0--
JIM RICETreasurer-$0--
JANET POOLESecretaryPT$0--
STACI ALMAGERBoard Member-$0--
MADISON BOLINBoard MemberPT$0--
GRACIELA CIGARROABoard Member-$0--
JARED DIAMONDBoard Member-$0--
ROGER ETHBoard Member-$0--
TODD MARQUARDTBoard Member-$0--
CYNTHIA LOPEZBoard Member-$0--
ROBERT W PARKER MDBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Elegant Evening$54,605$25,050$11,350$13,700
Total Events$54,605$25,050$26,482$-1,432
Filing and Contact Details

Filer

Filer Name
Patient Institute
EIN
26-2910178
Phone
2108621678
Address
PO BOX 781971, SAN ANTONIO, TX 78278-1971

Signing Officer

Name
Adam Ratner
Title
Chair
Phone
2108621678
Signed
2018-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Sol Schwartz & Associates Pc
Address
8000 IH 10 WEST SUITE 1100, SAN ANTONIO, TX 78230
Preparer
Jim Rice
Phone
2103848000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 9.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: telephone. Amount: 893. Description: insurance. Amount: 4,362. Description: office expense. Amount: 1,766. Description: contract labor. Amount: 13,800. Description: bank charges. Amount: 807. Description: education. Amount: 102. Description: meals & entertainment. Amount: 393. Description: advertising. Amount: 853. Description: website expense. Amount: 239. Description: dues and subscriptions. Amount: 249. Total to form 990-ez, line 16: 23,464.

Form 990-ez, Part II, Line 24 - Other Assets

Description: fidelity investment account. Beg. Of year amount: 4,764. End of year amount: 4,774.

Raw XML Appendix231 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02108621678
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 781971
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0782781971
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM V RATNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA LAMBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET POOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACI ALMAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MADISON BOLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GRACIELA CIGARROA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JARED DIAMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROGER ETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TODD MARQUARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CYNTHIA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ROBERT W PARKER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04764
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04774
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023464
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND EMPOWER PATIENTS AND THEIR CAREGIVERS TO TAKE CHARGE OF THEIR HEALTH, TO MAKE WELL-INFORMED MEDICAL DECISIONS, AND TO IDENTIFY AND CATEGORIZE CONDITIONS AND DISEASES OF HEALTHCARE SYSTEMS.
IRS990EZ/PrintingPublicationsPostageAmt0193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO CONTINUE TO PROVIDE & UPDATE FREE EDUCATIONAL PROGRAMS ON HEALTHCARE SYSTEM NAVIGATION TO THE PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO CONTINUE TO PROVIDE, EXPAND & UPDATE FREE PRACTICAL TOOLS TO ENABLE HEALTHCARE SYSTEM NAVIGATION BY THE PUBLIC USING INTERNET/ELECTRONIC FORMAT AND PAPER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE FREE EDUCATIONAL PROGRAMS TO PRE-MEDICAL AND PRE-HEALTHCARE PROFESSIONAL HIGH SCHOOL AND COLLEGE STUDENTS TO ENABLE THEM TO BE MORE EFFECTIVE AND COMPASSIONATE CAREGIVERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13185
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21274
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-1432
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt07644
IRS990EZ/TotalRevenueAmt029262
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PATIENTINSTITUTE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt068637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036150
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IRS990ScheduleA/PublicSupportPY170Pct00.77260
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046145
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0275412
IRS990ScheduleA/TotalSupportAmt0275422
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029555
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt029555
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026482
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ELEGANT EVENING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025050
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1432
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011350
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015132
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IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TELEPHONE. AMOUNT: 893. DESCRIPTION: INSURANCE. AMOUNT: 4,362. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,766. DESCRIPTION: CONTRACT LABOR. AMOUNT: 13,800. DESCRIPTION: BANK CHARGES. AMOUNT: 807. DESCRIPTION: EDUCATION. AMOUNT: 102. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 393. DESCRIPTION: ADVERTISING. AMOUNT: 853. DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 239. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 249. TOTAL TO FORM 990-EZ, LINE 16: 23,464.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FIDELITY INVESTMENT ACCOUNT. BEG. OF YEAR AMOUNT: 4,764. END OF YEAR AMOUNT: 4,774.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM RATNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02108621678
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATIENT INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PATI
ReturnHeader/Filer/EIN0262910178
ReturnHeader/Filer/PhoneNum02108621678
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 781971
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782781971
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DFD9CB503E9E395FDB503726B8AA42A48C9DF1AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04E6E03BDDCE5F7EFACE46EB7C7ADA06457E9C9B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.40.63.242
ReturnHeader/FilingSecurityInformation/IPDt02018-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:49:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742392222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOL SCHWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08000 IH 10 WEST SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103848000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM RICE
ReturnHeader/ReturnTs02018-05-15T07:59:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings