Civic Intelligence

Healthcare Transformation Institute

EIN 27-2406354 • 501(c)3 • Phoenix, AZ

Profile

The healthcare transformation institute hti is dedicated to creating health value by improving health outcomes, access to health services, and the way patient care is delivered. The goal is to better link scientific discovery, healthcare delivery, and the reimbursement for health services, to achieve high-value patient-centric care.

6161 E Mayo BlvdPhoenix, AZ 85054

healthcaretransformationinstitute.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

1st percentile

-7774%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$311,652

Down $138,916 (-31%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$311,652

Down $138,916 (-31%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$1,787

Down $48,448 (-96%) from 2024

Expenses

Down

$140,703

Down $20,854 (-13%) from 2024

Net Income

Down

-$138,916

Down $27,594 (-25%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$800K$600K$400K$200K$0Assets 2010: $763,899Liabilities 2010: $0Net Assets 2010: $763,8992010Assets 2011: $721,134Liabilities 2011: $0Net Assets 2011: $721,1342011Assets 2012: $607,871Liabilities 2012: $0Net Assets 2012: $607,8712012Assets 2013: $593,777Liabilities 2013: $1,741Net Assets 2013: $592,0362013Assets 2015: $569,101Liabilities 2015: $25,650Net Assets 2015: $543,4512015Assets 2016: $521,911Liabilities 2016: $0Net Assets 2016: $521,9112016Assets 2020: $344,689Net Assets 2020: $344,6892020Assets 2021: $350,648Net Assets 2021: $350,6482021Assets 2022: $336,338Net Assets 2022: $336,3382022Assets 2023: $561,890Liabilities 2023: $0Net Assets 2023: $561,8902023Assets 2024: $450,568Liabilities 2024: $0Net Assets 2024: $450,5682024Assets 2025: $311,652Liabilities 2025: $0Net Assets 2025: $311,6522025

Highlighted filing

2025

Assets$311,652
Liabilities$0
Net Assets$311,652
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$200K$0-$200KExpenses 2010: $36,2012010Expenses 2011: $205,8572011Expenses 2012: $360,9442012Revenue 2013: $246,700Expenses 2013: $240,847Net Income 2013: $5,8532013Revenue 2015: $56,110Expenses 2015: $93,838Net Income 2015: -$37,7282015Revenue 2016: $4,411Expenses 2016: $25,951Net Income 2016: -$21,5402016Revenue 2020: $168,708Expenses 2020: $144,653Net Income 2020: $24,0552020Revenue 2021: $9,019Expenses 2021: $3,060Net Income 2021: $5,9592021Revenue 2022: $142,625Expenses 2022: $156,935Net Income 2022: -$14,3102022Revenue 2023: $277,648Expenses 2023: $52,096Net Income 2023: $225,5522023Revenue 2024: $50,235Expenses 2024: $161,557Net Income 2024: -$111,3222024Revenue 2025: $1,787Expenses 2025: $140,703Net Income 2025: -$138,9162025

Highlighted filing

2025

Revenue$1,787
Expenses$140,703
Net Income-$138,916
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$311,652
Liabilities
$0
Net assets
$311,652
Revenue
$1,787
Expenses
$140,703
Net income
-$138,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.02$1.41$1.39
2024Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.50$1.62$1.11
2023Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$2.78$0.52$2.26
2022Detailed filing. Detailed filing data is available for this year.$3.36$3.36$1.43$1.57$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.51$3.51$0.09$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.45$3.45$1.69$1.45$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.04$0.26$0.22
2015Detailed filing. Detailed filing data is available for this year.$5.69$0.26$5.43$0.56$0.94$0.38
2013Detailed filing. Detailed filing data is available for this year.$5.94$0.02$5.92$2.47$2.41$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$3.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.00$7.21$2.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.64$0.00$7.64$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 5, 2026
Return Version
2024v5.2
Gross Receipts
$1,787
Mission and Program Overview

Mission

The healthcare transformation institute hti is dedicated to creating health value by improving health outcomes, access to health services, and the way patient care is delivered. The goal is to better link scientific discovery, healthcare delivery, and the reimbursement for health services, to achieve high-value patient-centric care.

The healthcare transformation institute hti is dedicated to creating health value by improving health outcomes, access to health services, and the way patient care is delivered.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$450,568$311,652▼ $138,916
Total Assets$450,568$311,652▼ $138,916
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$351,305$280,902▼ $70,403
Net Assets With Donor Restrictions$99,263$30,750▼ $68,513
Total Net Assets Fund Balance$450,568$311,652▼ $138,916
Total Liabilities and Net Assets / Fund Balance$450,568$311,652▼ $138,916

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$99,262--$68,513$30,749
2023$200,000--$100,738$99,262
2022-$200,000--$200,000
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Denis a Cortese MdPresident
Michael M Crow PhdDirector
Phillip B GordonDirector
Mindy J Fain MdSecretary
Robert K Smoldt MbaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,745
Program Service Revenue
$0
Investment Income
$42
Other Revenue
$0
All Other Contributions
$1,745
Change in Net Assets
$-138,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,703
Total Fundraising Expense$126
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$133,812--$133,812
Conferences and Meetings$2,700--$2,700
Fees for Services Legal-$1,275-$1,275
Office Expenses$503$628$126$1,257
Insurance-$934-$934
Information Technology-$725-$725
Total Functional Expenses$137,015$3,562$126$140,703
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
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.”

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

“At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section B, Line 15

“The board may hire and compensate individuals for necessary services rendered to the organization so long as such compensation is reasonable. The board shall determine reasonable compensation amounts based upon compensation paid by similarly situated nonprofits for like services. Currently, all directors are volunteers.”

Form 990, Part VI, Section C, Line 19

“The organization will provide, in a timely manner, financial statements and governing documents, including its conflict of interest policy, when requested in writing or in person.”

Filing and Contact Details

Filer

Filer Name
Healthcare Transformation Institute
EIN
27-2406354
Phone
4808841948
Address
6161 E MAYO BLVD, PHOENIX, AZ 85054

Signing Officer

Name
Denis a Cortese Md
Title
President
Phone
4808841948
Signed
2026-01-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denis a Cortese Md
Formed
2010
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting research to build a financial model for the ppwg project.”

Financial Statement Notes

V 4

“Restricted funds are being held for the preanalytics pharma working group ppwg. A contract was signed with iqvia inc., in august 202,3 to assist with building an economic model. The goal in generating an economic model to estimate the financial impact of suboptimal preanalytic processing of patient biospecimen samples in oncology to ensure patient safety and the accuracy of biomarker test results. Given the uncertainty and data gaps existing to estimate the rate of suboptimal preanalytic processing, this model will explore different scenarios to understand the financial impact of a different set of assumptions around specimen quality. This initial model would take two key perspectives, payer and societal, given the probable costs data availability. Although healthcare systems and patients will undoubtedly benefit from improved and standardized processes for obtaining, handling, and processing samples, we propose that those may require less immediately accessible data.”

Raw XML Appendix327 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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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt099262
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt030749
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt068513
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0200000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt099262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0100738
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0200000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0200000
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RESTRICTED FUNDS ARE BEING HELD FOR THE PREANALYTICS PHARMA WORKING GROUP PPWG. A CONTRACT WAS SIGNED WITH IQVIA INC., IN AUGUST 202,3 TO ASSIST WITH BUILDING AN ECONOMIC MODEL. THE GOAL IN GENERATING AN ECONOMIC MODEL TO ESTIMATE THE FINANCIAL IMPACT OF SUBOPTIMAL PREANALYTIC PROCESSING OF PATIENT BIOSPECIMEN SAMPLES IN ONCOLOGY TO ENSURE PATIENT SAFETY AND THE ACCURACY OF BIOMARKER TEST RESULTS. GIVEN THE UNCERTAINTY AND DATA GAPS EXISTING TO ESTIMATE THE RATE OF SUBOPTIMAL PREANALYTIC PROCESSING, THIS MODEL WILL EXPLORE DIFFERENT SCENARIOS TO UNDERSTAND THE FINANCIAL IMPACT OF A DIFFERENT SET OF ASSUMPTIONS AROUND SPECIMEN QUALITY. THIS INITIAL MODEL WOULD TAKE TWO KEY PERSPECTIVES, PAYER AND SOCIETAL, GIVEN THE PROBABLE COSTS DATA AVAILABILITY. ALTHOUGH HEALTHCARE SYSTEMS AND PATIENTS WILL UNDOUBTEDLY BENEFIT FROM IMPROVED AND STANDARDIZED PROCESSES FOR OBTAINING, HANDLING, AND PROCESSING SAMPLES, WE PROPOSE THAT THOSE MAY REQUIRE LESS IMMEDIATELY ACCESSIBLE DATA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0V 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES. CURRENTLY, ALL DIRECTORS ARE VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY, WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING RESEARCH TO BUILD A FINANCIAL MODEL FOR THE PPWG PROJECT.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03562
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137015
IRS990/TotalFunctionalExpensesGrp/TotalAmt0140703
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0450568
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0311652
IRS990/TotalProgramServiceExpensesAmt0137015
IRS990/TotalRevenueGrp/ExclusionAmt042
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01787
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0450568
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0311652
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06161 E MAYO BLVD
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085054
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HealthcareTransformationInstitute.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENIS A CORTESE MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04808841948
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHCARE TRANSFORMATION INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0272406354
ReturnHeader/Filer/PhoneNum04808841948
ReturnHeader/Filer/USAddress/AddressLine1Txt06161 E MAYO BLVD
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN
ReturnHeader/ReturnTs02026-01-21T01:41:15-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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