Civic Intelligence

Clinical and Patient Educators

EIN 27-2280465 • 501(c)3 • Denver, CO

Profile

See schedule othe organization's mission is to develop quality, innovative education for healthcare practitioners and the patient communities they serve. The organization identified a need for designing education aimed at addressing practice gaps among primary and specialty care practitioners and healthcare information knowledge gaps within their respective patient populations. The organization's education programs are designed to improve practitioner diagnosis and treatment competence, as well as help patients enjoy healthier and happier lives after being diagnosed with a disease or other health-related issue. The organization is accredited by the accreditation council for continuing medical education to certify continuing medical education (cme) programs for physicians.

303 S Broadway Suite 200-525Denver, CO 80209

www.cpea-assn.org

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

57th percentile

5.6%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$1,538,375

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 356.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-14%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

46th percentile

-3.9%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$186,011

Down $114,043 (-38%) from 2023

Liabilities

Down

$15,276

Down $138,281 (-90%) from 2023

Net Assets

Up

$170,735

Up $24,238 (+17%) from 2023

Revenue

Down

$432,034

Down $155,919 (-27%) from 2023

Expenses

Down

$407,796

Down $134,123 (-25%) from 2023

Net Income

Down

$24,238

Down $21,796 (-47%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $162,485Liabilities 2011: $129,145Net Assets 2011: $33,3402011Assets 2012: $96,632Liabilities 2012: $43,158Net Assets 2012: $53,4742012Assets 2013: $111,069Liabilities 2013: $80,722Net Assets 2013: $30,3472013Assets 2014: $261,427Liabilities 2014: $10,260Net Assets 2014: $251,1672014Assets 2015: $1,602,539Liabilities 2015: $1,399,299Net Assets 2015: $203,2402015Assets 2016: $437,114Liabilities 2016: $319,890Net Assets 2016: $117,2242016Assets 2017: $446,059Liabilities 2017: $429,497Net Assets 2017: $16,5622017Assets 2018: $84,504Liabilities 2018: $12,458Net Assets 2018: $72,0462018Assets 2019: $55,906Liabilities 2019: $58,729Net Assets 2019: -$2,8232019Assets 2020: $30,031Liabilities 2020: $148Net Assets 2020: $29,8832020Assets 2021: $82,888Liabilities 2021: $42,988Net Assets 2021: $39,9002021Assets 2022: $248,701Liabilities 2022: $148,238Net Assets 2022: $100,4632022Assets 2023: $300,054Liabilities 2023: $153,557Net Assets 2023: $146,4972023Assets 2024: $186,011Liabilities 2024: $15,276Net Assets 2024: $170,7352024

Highlighted filing

2024

Assets$186,011
Liabilities$15,276
Net Assets$170,735

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $50,000Expenses 2011: $17,160Net Income 2011: $32,8402011Expenses 2012: $196,7632012Revenue 2013: $383,743Expenses 2013: $406,870Net Income 2013: -$23,1272013Revenue 2014: $384,912Expenses 2014: $164,092Net Income 2014: $220,8202014Revenue 2015: $810,541Expenses 2015: $858,468Net Income 2015: -$47,9272015Revenue 2016: $1,407,324Expenses 2016: $1,493,340Net Income 2016: -$86,0162016Revenue 2017: $504,257Expenses 2017: $604,919Net Income 2017: -$100,6622017Revenue 2018: $429,038Expenses 2018: $373,554Net Income 2018: $55,4842018Revenue 2019: $334,191Expenses 2019: $409,060Net Income 2019: -$74,8692019Revenue 2020: $170,330Expenses 2020: $137,624Net Income 2020: $32,7062020Revenue 2021: $195,000Expenses 2021: $184,983Net Income 2021: $10,0172021Revenue 2022: $467,713Expenses 2022: $407,150Net Income 2022: $60,5632022Revenue 2023: $587,953Expenses 2023: $541,919Net Income 2023: $46,0342023Revenue 2024: $432,034Expenses 2024: $407,796Net Income 2024: $24,2382024

Highlighted filing

2024

Revenue$432,034
Expenses$407,796
Net Income$24,238

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.02$0.17$0.43$0.41$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.15$0.15$0.59$0.54$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.15$0.10$0.47$0.41$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.04$0.04$0.20$0.18$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.17$0.14$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.00$0.33$0.41$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.01$0.07$0.43$0.37$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.43$0.02$0.50$0.60$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.32$0.12$1.41$1.49$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.60$1.40$0.20$0.81$0.86$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.38$0.16$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.08$0.03$0.38$0.41$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.04$0.05$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.13$0.03$0.05$0.02$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$432,034
Mission and Program Overview

Mission

The organization's mission is to develop quality, innovative education for healthcare practitioners and the patient communities they serve. The organization identified a need for designing education aimed at addressing practice gaps among primary and specialty care practitioners and healthcare information knowledge gaps within their respective patient populations. The organization's education programs are designed to improve practitioner diagnosis and treatment competence, as well as help patients enjoy healthier and happier lives after being diagnosed with a disease or other health-related issue. The organization is accredited by the accreditation council for continuing medical education to certify continuing medical education (cme) programs for physicians.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,911$186,011▲ $39,100
Prepaid Expenses and Deferred Charges$128,143$0▼ $128,143
Accounts Receivable$25,000$0▼ $25,000
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$300,054$186,011▼ $114,043
Liabilities
Deferred Revenue$128,034$15,000▼ $113,034
Accounts Payable and Accrued Expenses$25,523$276▼ $25,247
Total Liabilities$153,557$15,276▼ $138,281
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$146,497$170,735▲ $24,238
Total Net Assets Fund Balance$146,497$170,735▲ $24,238
Total Liabilities and Net Assets / Fund Balance$300,054$186,011▼ $114,043

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,699$1,699
Buildings$0--
Other Land Buildings$0--
Leasehold Improvements$0--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Darlyne Bailey PhdChair of the Board$75,000$75,000
Saundra Wall WilliamsVice Chair of the Board (beg 01/24)$65,000$65,000
Christopher Hawk MdBoard Trustee$55,000$55,000
Hugh CampbellBoard Trustee$55,000$55,000
Karen Miller JonesBoard Trustee (beg 01/24)$55,000$55,000
Karen MinceyBoard Trustee$55,000$55,000
Sheila McdevittBoard Trustee$55,000$55,000
Shelly Collins Md FaapBoard Trustee (beg 01/24)$55,000$55,000
Stephen Burghardt PhdBoard Trustee$55,000$55,000
Terence ByrdBoard Trustee$55,000$55,000

Board Members and Trustees

NameTitle
Thomas RamettaPresident
Jeffrey B ReeseAssistant Secretary
Nicole M AnzuoniSecretary
Alexandra SchaffrathTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ivista Medical Education INCEducational Partner3525 DEL MAR HEIGHTS RD, San Diego, CA 92130$279,000
Revenue and Support

Revenue Composition

Contributions and Grants
$432,034
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$382,034
Change in Net Assets
$24,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$407,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology$2,528$843-$3,371
Other Expenses$2,000--$2,000
Office Expenses-$977-$977
Fees for Services Legal-$205-$205
Total Functional Expenses$405,771$2,025$0$407,796
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
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Management worked with an outside accountant to prepare the form 990. Management reviewed the draft form 990 with the outside accountant. A finalized draft of the full form 990 is provided to the whole board prior to its filing with the irs.

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

The organization follows the conflict of interest policy of a related organization, uma education, inc. The organization maintains a conflict of interest policy to protect the integrity of the organization, including as it relates to any transaction that might benefit the private interest of an officer or trustee of the organization. All trustees and officers are covered under the policy. In connection with any actual or possible conflict of interest, the interested person must disclose all material facts to the board of trustees. After disclosure of such facts, the interested party may not participate in the determination of a conflict of interest. The board will decide if a conflict exists. If a conflict is determined to exist, the interested person must recuse themself from participation in the deliberations on the related party transaction. The board will evaluate whether the transaction is fair, reasonable, and in the best interest of the organization and whether an alternative to the transaction is reasonably achievable. Following such evaluation, the board shall decide whether to approve the transaction. Trustees and officers are required to complete a conflict of interest questionnaire annually.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, form 990, and financial statements available upon request for the same period of disclosure as set forth in section 6104(d).

Filing and Contact Details

Filer

Filer Name
Clinical and Patient Educators
EIN
27-2280465
Phone
3039534580
Address
303 S BROADWAY SUITE 200-525, DENVER, CO 80209

Signing Officer

Name
Thomas Rametta
Title
President
Phone
3039534580
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Rametta
Formed
2010
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
15

Preparer

Firm
Grant Thornton Advisors LLC
Address
1000 WILSON BOULEVARD SUITE 1500, ARLINGTON, VA 22209
Preparer
Mary Torretta
Phone
7038477500
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Developing quality, innovative education for healthcare practitioners and the patient communities they serve.

Form 990, Part III, Line 1

Develop quality, innovative education for healthcare practitioners and the patient communities they serve. The organization identified a need for designing education aimed at addressing practice gaps among primary and specialty care practitioners and healthcare information knowledge gaps within their respective patient populations. The organization's education programs are designed to improve practitioner diagnosis and treatment competence, as well as help patients enjoy healthier and happier lives after being diagnosed with a disease or other health-related issue. The organization is accredited by the accreditation council for continuing medical education to certify continuing medical education (cme) programs for physicians.

Form 990, Part III, Line 4A

Optimizing early detection of nonalcoholic steatohepatitis (nash) was an online patient-centered initiative hosted on cmezone for one calendar year. The goals of this activity were to help learners: (1) describe key risks for the development of nash, (2) select appropriate noninvasive diagnostic tests to stratify risk in patients with nash, (3) identify current guidance-recommended strategies for screening, evaluation, and referral of patients with nash, (4) discuss health disparities that continue to affect underserved populations living with nash, and (5) review individualized care plans involving education, support, and empowerment for patients with nash. The organization provided 0.5 american medical assocation physician's recognition award (ama pra) category 1 credits for the activity.

Form 990, Part III, Line 4B

The innovate thyroid eye disease (ted) 2024 multidisciplinary symposium was a live, in-person conference, hosted in napa valley, ca. The goals of this activity were to help learners: (1) discuss the latest advances in the understanding of the molecular pathogenesis of ted, (2) identify the mechanism of ted to potential therapeutic targets, (3) describe molecular targets, efficacy, and safety of new and emerging ted therapies, (4) review strategies to personalize treatment of patients with ted based on patient characteristics and risk of adverse events, and (5) detail the benefits of interdisciplinary care for ted, including co-management strategies for endocrinologists and opthalmologists. The organization provided 9.5 ama pra category 1 credits for the activity.

Form 990, Part III, Line 4C

The cole eye institute imaging summit was a live, in-person conference, hosted in stockholm, sweden. The goals of this activity were to help learners: (1) review how imaging is used to identify early retinal disease, (2) discuss role of ai-based imaging in early retinal disease detection, (3) identify imaging modalities to monitor treatment effectiveness and/or follow disease progresssion, (4) describe how to optimize the use of imaging and ai in clinical practice, and (5) explain how imaging combined with genetic sequencing can differentially diagnose inherited retinal disorders. The organization provided 2.75 ama pra category 1 credits for the activity.

Financial Statement Notes

PART X, LINE 2:

The fasb requires management to annually evaluate the organization's tax positions, including accounting for and measurement of uncertain tax positions. For the year ended december 31, 2024, management concluded that no uncertain tax positions had been taken that would require adjustment to or disclosure in the consolidated financial statements. With few exceptions, the organization is no longer subject to income tax examinations by federal, state, or local tax authorities for years before 2021.

Raw XML AppendixShowing 400 of 547 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR OF THE BOARD (BEG 01/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD TRUSTEE (BEG 01/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
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IRS990/OtherExpensesGrp/ProgramServicesAmt157000
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FASB REQUIRES MANAGEMENT TO ANNUALLY EVALUATE THE ORGANIZATION'S TAX POSITIONS, INCLUDING ACCOUNTING FOR AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED DECEMBER 31, 2024, MANAGEMENT CONCLUDED THAT NO UNCERTAIN TAX POSITIONS HAD BEEN TAKEN THAT WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0THOMAS RAMETTA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ALEXANDRA SCHAFFRATH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2NICOLE M ANZUONI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JEFFREY B REESE

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