Civic Intelligence

Systems of Care Initiative Inc

EIN 27-1447089 • 501(c)3 • Greeley, CO

Profile

Systems of care initiative is committed to developing community based programs to foster improved healthcare and patient satisfaction while helping to control healthcare costs.

1175 58th Avenue Suite 202Greeley, CO 80634

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

27th percentile

-30%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Down

$24,844

Down $10,690 (-30%) from 2016

Liabilities

Down

$75

Down $2,962 (-98%) from 2016

Net Assets

Down

$24,769

Down $7,728 (-24%) from 2016

Revenue

Up

$31,827

Up $5,467 (+21%) from 2016

Expenses

Up

$39,554

Up $7,760 (+24%) from 2016

Net Income

Down

-$7,727

Down $2,293 (-42%) from 2016

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $35,534Liabilities 2016: $3,037Net Assets 2016: $32,4972016Assets 2017: $24,844Liabilities 2017: $75Net Assets 2017: $24,7692017

Highlighted filing

2017

Assets$24,844
Liabilities$75
Net Assets$24,769

Operations Trend

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

$40K$20K$0-$20KRevenue 2016: $26,360Expenses 2016: $31,794Net Income 2016: -$5,4342016Revenue 2017: $31,827Expenses 2017: $39,554Net Income 2017: -$7,7272017

Highlighted filing

2017

Revenue$31,827
Expenses$39,554
Net Income-$7,727

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 9, 2018
Return Version
2017v2.3
Gross Receipts
$42,227
Mission and Program Overview

Mission

Systems of care initiative is committed to developing community based programs to foster improved healthcare and patient satisfaction while helping to control healthcare costs.

Program Services

DescriptionGrantsExpenses
ADVANCED CARE PLANNING: SYSTEMS OF CARE INITIATIVE, INC. (SOCI) HAS 5 INITIATIVES FOCUSED AROUND ADVANCE CARE PLANNING. 1) SOCI PROVIDES ADVANCE CARE PLANNING (ACP) SERVICES TO PEOPLE IN NORTHERN COLORADO UTILIZING ITS COACHES. 2) SOCI TRAINS VOLUNTEERS TO HELP PEOPLE COMPLETE THEIR ADVANCE CARE DIRECTIVE AND TO HAVE THE CONVERSATION ABOUT THEIR END OF LIFE WISHES. 3) SOCI IS DEVELOPING A EDUCATIONAL VIDEO ABOUT ACP FOR COLORADO PHYSICIANS AND THEIR HEALTH TEAMS (NURSE PRACTITIONER, PHYSICIAN ASSISTANTS, SOCIAL WORKERS, ETC.) AND A SEPARATE VIDEO FOR PATIENTS TO VIEW PRIOR TO THEIR CONVERSATION WITH THEIR PRIMARY CARE PROVIDER THAT IS IPAD AND SMART PHONE COMPATIBLE. 4) SOCI FORMED A MULTI-STAKEHOLDER WORKGROUP WITH REPRESENTATIVES FROM THE COMMUNITY TO SET COMMUNITY GOALS FOR ADVANCE CARE DIRECTIVES. SOCI LEAD A MULTI-STAKEHOLDER COMMUNITY COLLABORATION AND ASSISTED IN DEVELOPING COMMUNITY GOALS FOR ADVANCE CARE DIRECTIVES. 5) SOCI IS LAUNCHING A PROGRAM TO ENCOURAGE AND ASSIST PHYSICIANS AND THEIR STAFFS IN HAVING CONVERSATIONS WITH THEIR PATIENTS ABOUT END OF LIFE WISHES AND ADVANCE CARE DIRECTIVES. THE GOAL IS TO ENSURE THAT ALL MEMBERS OF THE HEALTHCARE TEAM IN PRIMARY CARE PRACTICES HAVE TRAINING TO ENGAGE IN MEANINGFUL CONVERSATIONS WITH PATIENTS, HAVE KNOWLEDGE OF FORMS TO COMPLETE WITH PATIENTS AND CAN APPROPRIATELY UPDATE THE PERSON'S MEDICAL RECORD. DURING 2017 SOCI COACHES ENGAGED 1,306 PEOPLE IN CONVERSATIONS ABOUT ADVANCE DIRECTIVES. THERE WERE 510 ADVANCE CARE DIRECTIVES COMPLETED. THE CONVERSATION OCCURRED IN THE FOLLOWING TYPES OF SETTINGS: 1) ONE ON ONE HOME VISITS: 130 PEOPLE WITH 110 COMPLETED DIRECTIVES: 85% COMPLETED THEIR ADVANCE DIRECTIVES. 2) VISITS AT PLACE OF EMPLOYMENT: 685 PEOPLE WITH 354 COMPLETED DIRECTIVES: 52% COMPLETED THEIR ADVANCE DIRECTIVES. 3) COMMUNITY FORUMS (PRESENTATIONS OR BOOTHS NOT RELATED TO PLACE OF EMPLOYMENT): 491 PEOPLE WITH 46 COMPLETED DIRECTIVES: 9% COMPLETED THEIR ADVANCE DIRECTIVES. 23 MEDICAL PRACTICES RECEIVED TRAINING ON ADVANCE DIRECTIVES IN FACE TO FACE MEETINGS WITH TRAINED INSTRUCTORS. SOCI CONTINUED TO WORK ON TRAINING VIDEOS ON ADVANCE CARE PLANNING FOR TEACHING VOLUNTEERS AND STAFF AND FOR MEDICAL PRACTICES. SOCI HAS UTILIZED ITS SERIES OF ADVANCE CARE PLANNING (ACP) TRAINING VIDEOS FOR THE PRACTICES AS WELL AS IN SOCI'S VOLUNTEER CLASSES.-$34,447
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN GILLESPIE MDPresident-$0--
PEGGY BUDAI RNVice Preside-$0--
JOANN WILCOX RNTreasurer-$0--
ANGELA MILLS MDDirector-$0--
JANE BROCK MDDirector-$0--
STEVE EBERLEDirector-$0--
ANNETTE DEGROOTDirector-$0--
ELIZABETH BULLARDDirector-$0--
CORY CARROLL MDDirector-$0--
BRUCE COOPER MD MSPHDirector-$0--
ADRIENNE LEBAILLY MD MPHDirector-$0--
BERNARD BIRNBAUM MDDirector-$0--
CARL SMITHDirector-$0--
LINDA RUMNEYDirector-$0--
JANE BROCK MD MSPHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$22,324$21,824$10,400$11,424
Total Events$22,324$21,824$10,400$11,424
Filing and Contact Details

Filer

Filer Name
Systems of Care Initiative Inc
EIN
27-1447089
Phone
9704950300
Address
1175 58TH AVENUE SUITE 202, GREELEY, CO 80634

Signing Officer

Name
Jan Gillespie Md
Title
President
Phone
9704950300
Signed
2018-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Anderson & Whitney Pc
Address
5801 W 11TH ST STE 300, GREELEY, CO 80634
Preparer
Larry Atchison CPA
Phone
9703527990
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 1,168 admin services/office/phone 1,800 mileage 826 conferences/meetings 637 d&o insurance 1,254 educational materials 205 supplies 1,448 fees 593 total 7,931

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,038 75

Form 990-ez, Part III

Systems of care initiative is committed to developing community based programs to foster improved healthcare and patient satisfaction while helping to control healthcare costs.

Form 990-ez, Part III, Line 28

Advanced care planning: systems of care initiative, inc. (soci) has 5 initiatives focused around advance care planning. 1) soci provides advance care planning (acp) services to people in northern colorado utilizing its coaches. 2) soci trains volunteers to help people complete their advance care directive and to have the conversation about their end of life wishes. 3) soci is developing a educational video about acp for colorado physicians and their health teams (nurse practitioner, physician assistants, social workers, etc.) and a separate video for patients to view prior to their conversation with their primary care provider that is ipad and smart phone compatible. 4) soci formed a multi-stakeholder workgroup with representatives from the community to set community goals for advance care directives. Soci lead a multi-stakeholder community collaboration and assisted in developing community goals for advance care directives. 5) soci is launching a program to encourage and assist physicians and their staffs in having conversations with their patients about end of life wishes and advance care directives. The goal is to ensure that all members of the healthcare team in primary care practices have training to engage in meaningful conversations with patients, have knowledge of forms to complete with patients and can appropriately update the person's medical record. During 2017 soci coaches engaged 1,306 people in conversations about advance directives. There were 510 advance care directives completed. The conversation occurred in the following types of settings: 1) one on one home visits: 130 people with 110 completed directives: 85% completed their advance directives. 2) visits at place of employment: 685 people with 354 completed directives: 52% completed their advance directives. 3) community forums (presentations or booths not related to place of employment): 491 people with 46 completed directives: 9% completed their advance directives. 23 medical practices received training on advance directives in face to face meetings with trained instructors. Soci continued to work on training videos on advance care planning for teaching volunteers and staff and for medical practices. Soci has utilized its series of advance care planning (acp) training videos for the practices as well as in soci's volunteer classes.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,038 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SYSTEMS OF CARE INITIATIVE IS COMMITTED TO DEVELOPING COMMUNITY BASED PROGRAMS TO FOSTER IMPROVED HEALTHCARE AND PATIENT SATISFACTION WHILE HELPING TO CONTROL HEALTHCARE COSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVANCED CARE PLANNING: SYSTEMS OF CARE INITIATIVE, INC. (SOCI) HAS 5 INITIATIVES FOCUSED AROUND ADVANCE CARE PLANNING. 1) SOCI PROVIDES ADVANCE CARE PLANNING (ACP) SERVICES TO PEOPLE IN NORTHERN COLORADO UTILIZING ITS COACHES. 2) SOCI TRAINS VOLUNTEERS TO HELP PEOPLE COMPLETE THEIR ADVANCE CARE DIRECTIVE AND TO HAVE THE CONVERSATION ABOUT THEIR END OF LIFE WISHES. 3) SOCI IS DEVELOPING A EDUCATIONAL VIDEO ABOUT ACP FOR COLORADO PHYSICIANS AND THEIR HEALTH TEAMS (NURSE PRACTITIONER, PHYSICIAN ASSISTANTS, SOCIAL WORKERS, ETC.) AND A SEPARATE VIDEO FOR PATIENTS TO VIEW PRIOR TO THEIR CONVERSATION WITH THEIR PRIMARY CARE PROVIDER THAT IS IPAD AND SMART PHONE COMPATIBLE. 4) SOCI FORMED A MULTI-STAKEHOLDER WORKGROUP WITH REPRESENTATIVES FROM THE COMMUNITY TO SET COMMUNITY GOALS FOR ADVANCE CARE DIRECTIVES. SOCI LEAD A MULTI-STAKEHOLDER COMMUNITY COLLABORATION AND ASSISTED IN DEVELOPING COMMUNITY GOALS FOR ADVANCE CARE DIRECTIVES. 5) SOCI IS LAUNCHING A PROGRAM TO ENCOURAGE AND ASSIST PHYSICIANS AND THEIR STAFFS IN HAVING CONVERSATIONS WITH THEIR PATIENTS ABOUT END OF LIFE WISHES AND ADVANCE CARE DIRECTIVES. THE GOAL IS TO ENSURE THAT ALL MEMBERS OF THE HEALTHCARE TEAM IN PRIMARY CARE PRACTICES HAVE TRAINING TO ENGAGE IN MEANINGFUL CONVERSATIONS WITH PATIENTS, HAVE KNOWLEDGE OF FORMS TO COMPLETE WITH PATIENTS AND CAN APPROPRIATELY UPDATE THE PERSON'S MEDICAL RECORD. DURING 2017 SOCI COACHES ENGAGED 1,306 PEOPLE IN CONVERSATIONS ABOUT ADVANCE DIRECTIVES. THERE WERE 510 ADVANCE CARE DIRECTIVES COMPLETED. THE CONVERSATION OCCURRED IN THE FOLLOWING TYPES OF SETTINGS: 1) ONE ON ONE HOME VISITS: 130 PEOPLE WITH 110 COMPLETED DIRECTIVES: 85% COMPLETED THEIR ADVANCE DIRECTIVES. 2) VISITS AT PLACE OF EMPLOYMENT: 685 PEOPLE WITH 354 COMPLETED DIRECTIVES: 52% COMPLETED THEIR ADVANCE DIRECTIVES. 3) COMMUNITY FORUMS (PRESENTATIONS OR BOOTHS NOT RELATED TO PLACE OF EMPLOYMENT): 491 PEOPLE WITH 46 COMPLETED DIRECTIVES: 9% COMPLETED THEIR ADVANCE DIRECTIVES. 23 MEDICAL PRACTICES RECEIVED TRAINING ON ADVANCE DIRECTIVES IN FACE TO FACE MEETINGS WITH TRAINED INSTRUCTORS. SOCI CONTINUED TO WORK ON TRAINING VIDEOS ON ADVANCE CARE PLANNING FOR TEACHING VOLUNTEERS AND STAFF AND FOR MEDICAL PRACTICES. SOCI HAS UTILIZED ITS SERIES OF ADVANCE CARE PLANNING (ACP) TRAINING VIDEOS FOR THE PRACTICES AS WELL AS IN SOCI'S VOLUNTEER CLASSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
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