Civic Intelligence

Institute for Patient-Centered Design Inc.

990 • Fiscal year 2017 • EIN 27-2101081

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

PO Box 311Mount Pleasant, SC 29465

(404) 890-5646

Siviq Scores

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

Liabilities / Assets

65th percentile

0.02x

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

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

5th percentile

-89%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

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

Asset Growth

34th percentile

-6.0%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Down

$139,336

Down $8,923 (-6.0%) from 2016

Net Assets

Down

$137,028

Down $8,748 (-6.0%) from 2016

Liabilities

Down

$2,308

Down $175 (-7.0%) from 2016

Revenue

Up

$133,452

Up $70,892 (+113%) from 2016

Expenses

Up

$252,200

Up $154,163 (+157%) from 2016

Net Income

Down

-$118,748

Down $83,271 (-235%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $119,431Liabilities 2013: $13,749Net Assets 2013: $105,6822013Assets 2014: $179,110Liabilities 2014: $10,361Net Assets 2014: $168,7492014Assets 2015: $181,922Liabilities 2015: $669Net Assets 2015: $181,2532015Assets 2016: $148,259Liabilities 2016: $2,483Net Assets 2016: $145,7762016Assets 2017: $139,336Liabilities 2017: $2,308Net Assets 2017: $137,0282017Assets 2018: $108,516Liabilities 2018: $1,889Net Assets 2018: $106,6272018Assets 2019: $70,161Liabilities 2019: $0Net Assets 2019: $70,1612019Assets 2020: $51,632Liabilities 2020: $0Net Assets 2020: $51,6322020Assets 2021: $34,477Liabilities 2021: $1,304Net Assets 2021: $33,1732021Assets 2022: $30,414Liabilities 2022: $1,546Net Assets 2022: $28,8682022Assets 2023: $10,584Liabilities 2023: $1,503Net Assets 2023: $9,0812023Assets 2024: $14,497Liabilities 2024: $523Net Assets 2024: $13,9742024

Highlighted filing

2017

Assets$139,336
Liabilities$2,308
Net Assets$137,028

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2013: $177,357Expenses 2013: $74,959Net Income 2013: $102,3982013Revenue 2014: $173,246Expenses 2014: $110,179Net Income 2014: $63,0672014Revenue 2015: $212,034Expenses 2015: $242,386Net Income 2015: -$30,3522015Revenue 2016: $62,560Expenses 2016: $98,037Net Income 2016: -$35,4772016Revenue 2017: $133,452Expenses 2017: $252,200Net Income 2017: -$118,7482017Revenue 2018: $37,353Expenses 2018: $90,615Net Income 2018: -$53,2622018Revenue 2019: $13,357Expenses 2019: $49,823Net Income 2019: -$36,4662019Revenue 2020: $25,050Expenses 2020: $43,579Net Income 2020: -$18,5292020Revenue 2021: $23,696Expenses 2021: $42,155Net Income 2021: -$18,4592021Revenue 2022: $57,666Expenses 2022: $61,971Net Income 2022: -$4,3052022Revenue 2023: $5,454Expenses 2023: $25,241Net Income 2023: -$19,7872023Revenue 2024: $11,562Expenses 2024: $6,669Net Income 2024: $4,8932024

Highlighted filing

2017

Revenue$133,452
Expenses$252,200
Net Income-$118,748
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$133,452
Mission and Program Overview

Mission

Our mission is to contribute to the quality of healthcare delivery through patient-centered design advocacy, education, and research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$137,327$133,341▼ $3,986
Cash and Non-Interest-Bearing Accounts$10,582$4,871▼ $5,711
Prepaid Expenses and Deferred Charges-$1,124-
Total Assets$148,259$139,336▼ $8,923
Other Assets Total$350--
Liabilities
Accounts Payable and Accrued Expenses$2,483$2,308▼ $175
Total Liabilities$2,483$2,308▼ $175
Net Assets / Fund Balance
Unrestricted Net Assets$145,776$137,028▼ $8,748
Total Net Assets Fund Balance$145,776$137,028▼ $8,748
Total Liabilities and Net Assets / Fund Balance$148,259$139,336▼ $8,923

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$133,341$137,730$271,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tammy ThompsonPresident TreasurerFT$18,000$18,000

Board Members and Trustees

NameTitle
Natasha RameySecretary
Shanta GillesSenior VP
Kimberly McMurrayVP Design
Revenue and Support

Revenue Composition

Contributions and Grants
$83,048
Program Service Revenue
$50,404
Investment Income
$0
Other Revenue
$0
All Other Contributions
$83,048
Change in Net Assets
$-118,748

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$32,000Cost
Other Non Cash Contri Table1$25,000Cost
Total Noncash Contributions2$57,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,819
Salaries, Compensation, and Employee Benefits$19,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$134,131--$134,131
Occupancy$40,000$2,620-$42,620
Depreciation Depletion$35,987--$35,987
Current Officers, Directors, Trustees, and Key Employees$17,820$180-$18,000
Travel$6,890--$6,890
Fees for Services Other$6,796--$6,796
Office Expenses$1,533$1,183-$2,716
Payroll Taxes$1,367$14-$1,381
Fees for Services Accounting-$1,150-$1,150
Insurance-$1,052-$1,052
Advertising$825$200-$1,025
Information Technology$333$119-$452
Total Functional Expenses$245,682$6,518$0$252,200
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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 B, Line 11B

The Treasurer reviews the form with our independent accountant and presents a copy to the board annually, in advance of the board meeting for review and discussion during the meeting.

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

We have our board memebers sign a statement annually that they will disclose any conflict, and we discuss this annually in board meetings.

Form 990, Part VI, Section B, Line 15B

We review the salary ranges for comparable positions from an Internet search conducted by the board and set a salary that falls within that range, based on what the operational budget allows. If we believe that our position wrrants a salary above average, we will compile an independent review panel to recommend the salary.

Form 990, Part VI, Line 19

Our governing documents and financial statement via Form 990 are made available to the requesting party within 30 days of the written request.

Filing and Contact Details

Filer

Filer Name
Institute for Patient-Centered Design Inc
EIN
27-2101081
Phone
4048905646
Address
PO Box 311, Mount Pleasant, SC 29465

Signing Officer

Name
Tammy Thompson
Title
President Treasure
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammy S Thompson
Formed
2010
Legal Domicile
Ga
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
30

Preparer

Firm
France Accounting Group Inc
Address
2451 Cumberland Parkway 3802, Atlanta, GA 30339
Preparer
A Michelle France
Phone
7709138335
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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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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt125000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer reviews the form with our independent accountant and presents a copy to the board annually, in advance of the board meeting for review and discussion during the meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1We have our board memebers sign a statement annually that they will disclose any conflict, and we discuss this annually in board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2We review the salary ranges for comparable positions from an Internet search conducted by the board and set a salary that falls within that range, based on what the operational budget allows. If we believe that our position wrrants a salary above average, we will compile an independent review panel to recommend the salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Our governing documents and financial statement via Form 990 are made available to the requesting party within 30 days of the written request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0252200
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02483
IRS990/TotalLiabilitiesEOYAmt02308
IRS990/TotalLiabilitiesGrp/BOYAmt02483
IRS990/TotalLiabilitiesGrp/EOYAmt02308
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0137028
IRS990/TotalProgramServiceExpensesAmt0245682
IRS990/TotalProgramServiceRevenueAmt050404
IRS990/TotalReportableCompFromOrgAmt018000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0133452
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0148259
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139336
IRS990/TravelGrp/ProgramServicesAmt06890
IRS990/TravelGrp/TotalAmt06890
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0145776
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0137028
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 311
IRS990/USAddress/CityNm0Mt Pleasant
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029465
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.patientcentereddesign.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tammy Thompson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President Treasure
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Institute for Patient-Centered Design Inc
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0272101081
ReturnHeader/Filer/PhoneNum04048905646
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 311
ReturnHeader/Filer/USAddress/CityNm0Mount Pleasant
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3F9E0238FA9E11D5984EEACD190AAC10E6519BD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B3F9E0238FA9E11D5984EEACD190AAC10E6519BD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05861842018318r91ugai
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.164.167.172
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm021:29:36
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0France Accounting Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Cumberland Parkway 3802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030339
ReturnHeader/PreparerPersonGrp/PhoneNum07709138335
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A Michelle France
ReturnHeader/ReturnTs02018-11-16T10:49:13-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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