Civic Intelligence

Clinicalconnect Hie

EIN 27-4585032 • 501(c)3 • Pittsburgh, PA

600 Grant St 58th FloorPittsburgh, PA 15219

n/A

Siviq Scores

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

Liabilities / Assets

99th percentile

8.53x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

0.98x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

3rd percentile

-165%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

12th percentile

-22%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

169%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,352,685

Up $1,267,118 (+1481%) from 2023

Liabilities

Up

$158,791

Up $10,086 (+6.8%) from 2023

Net Assets

Up

$1,193,894

Up $1,257,032 (+1991%) from 2023

Revenue

Up

$1,875,060

Up $1,083,675 (+137%) from 2023

Expenses

Up

$2,509,436

Up $491,968 (+24%) from 2023

Net Income

Up

-$634,376

Up $591,707 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2017: $1,228,163Liabilities 2017: $202,916Net Assets 2017: $1,025,2472017Assets 2018: $697,519Liabilities 2018: $98,656Net Assets 2018: $598,8632018Assets 2019: $222,954Liabilities 2019: $746,324Net Assets 2019: -$523,3702019Assets 2020: $64,052Liabilities 2020: $1,023,319Net Assets 2020: -$959,2672020Assets 2021: $109,237Liabilities 2021: $1,302,832Net Assets 2021: -$1,193,5952021Assets 2022: $85,363Liabilities 2022: $727,724Net Assets 2022: -$642,3612022Assets 2023: $85,567Liabilities 2023: $148,705Net Assets 2023: -$63,1382023Assets 2024: $1,352,685Liabilities 2024: $158,791Net Assets 2024: $1,193,8942024

Highlighted filing

2024

Assets$1,352,685
Liabilities$158,791
Net Assets$1,193,894

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2017: $952,080Expenses 2017: $2,467,018Net Income 2017: -$1,514,9382017Revenue 2018: $176,401Expenses 2018: $2,164,203Net Income 2018: -$1,987,8022018Revenue 2019: $168,462Expenses 2019: $2,732,603Net Income 2019: -$2,564,1412019Revenue 2020: $267,346Expenses 2020: $2,644,571Net Income 2020: -$2,377,2252020Revenue 2021: $275,898Expenses 2021: $2,497,657Net Income 2021: -$2,221,7592021Revenue 2022: $741,060Expenses 2022: $1,964,891Net Income 2022: -$1,223,8312022Revenue 2023: $791,385Expenses 2023: $2,017,468Net Income 2023: -$1,226,0832023Revenue 2024: $1,875,060Expenses 2024: $2,509,436Net Income 2024: -$634,3762024

Highlighted filing

2024

Revenue$1,875,060
Expenses$2,509,436
Net Income-$634,376

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,875,060
Mission and Program Overview

Mission

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$71,081$75,860▲ $4,779
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$85,567$1,352,685▲ $1,267,118
Other Assets Total$14,486$1,276,825▲ $1,262,339
Liabilities
Accounts Payable and Accrued Expenses$148,705$158,791▲ $10,086
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$148,705$158,791▲ $10,086
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-63,138$1,193,894▲ $1,257,032
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$-63,138$1,193,894▲ $1,257,032
Total Liabilities and Net Assets / Fund Balance$85,567$1,352,685▲ $1,267,118

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,276,825--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phyllis SzymanskiPresidentFT$203,425$97,757$301,182
Dianne ClarkSenior Manager, ItFT$159,024$29,901$188,925
Michael GigliottiManager, ItFT$119,992$35,985$155,977
Richard DukesInfo Security Analyst - SeniorFT$89,838$17,734$107,572

Board Members and Trustees

NameTitle
Norman MitryBoard Chairman
Edward MccallisterBoard Vice Chairman
Diane HolderBoard Member
John Six J 11524Board Member
Michale FlanaganBoard Member
Randi TurkewitzBoard Member
Rodney Louk R 11524Board Member
Roger LutzBoard Secretary
John LewisBoard Treasurer
Robert KudraySystem Analyst - Senior
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,875,060
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-634,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,263,599
Salaries, Compensation, and Employee Benefits$1,245,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$780,041--$780,041
Information Technology$762,113--$762,113
Current Officers, Directors, Trustees, and Key Employees$301,182--$301,182
Other Employee Benefits$106,469--$106,469
Insurance$83,912--$83,912
Payroll Taxes$58,145--$58,145
Office Expenses$1,099--$1,099
Travel$790--$790
Other Expenses$70--$70
Total Functional Expenses$2,509,436$0$0$2,509,436
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Part VI Governance, Management, and Disclosure

Question 12c: all board members must disclose annually, at a minimum, any interests that they currently hold, or expect in the near future to hold, through the conflict of interest disclosure statement. If, during the course of any given year, a board member becomes aware of a new actual or potential or otherwise undisclosed interest, the board member must update the conflict of interest disclosure statement. All disclosed interests shall be tracked and monitored by the clinicalconnect hie president or his/her delegate(s). Prior to any board of director decision, the clinicalconnect hie president or his/her delegate(s) shall view the disclosed interests to determine whether any held by a board member have the potential or potential appearance of compromising the integrity or independence of that board member's judgment when fulfilling his/her governance responsibilities on behalf of clinicalconnect hie. In such case, the president or his/her delegate(s) shall refer the matter to the clinicalconnect hie chairman of the board or vice-chairman of the board (in the case of a conflict involving the chairman). Question 19: upon request, management determines public disclosure applicability.

Filing and Contact Details

Filer

Filer Name
ClinicalConnect HIE
EIN
27-4585032
In Care Of
% PHYLLIS SZYMANSKI
Phone
4126472345
Address
600 Grant St 58th Floor, Pittsburgh, PA 15219

Signing Officer

Name
Phyllis Szymanski
Title
President
Phone
4126280179
Signed
2025-04-14

Organization Details

Principal Officer
Phyllis Szymanski Presdient
Formed
2010
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
11
Supplemental Narrative

Additional Explanations

Part III Statement of Program Service Accomplishments

Clinicalconnect hie ein: 27-4585032 fy ending june 30, 2024 form 990, part iii, statement of program service accomplishments clinicalconnect hie (clinicalconnect) is organized and operated exclusively for charitable, scientific, and educational purposes within the meaning of section 501(c)(3) of the internal revenue code. It is a non-profit entity incorporated in the state of pennsylvania. Its member organizations consist of eleven hospital or hospital affiliate organizations that are recognized as exempt from federal income tax under section 501(a) of the internal revenue code as organizations described in section 501(c)(3). Clinicalconnect hie is western pennsylvania's health information exchange (hie). It was formed to help deliver better patient care throughout the nation by creating a unique network of electronic medical records that securely connects clinicians with patients' vital medical information whenever it is needed. Providers now have quick access to a patient's medical information, such as allergies, medications, lab results, past hospitalizations, and other vital information important to clinical decisions and patient care. Clinicalconnect hie reduces the time needed to access patient records and controls by reducing duplicative services. Clinicalconnect's charitable mission is to develop, implement, and operate a health information exchange ("hie") to achieve the following: (i) to enable the exchange of clinical health care information among members and other participants or authorized users in western pennsylvania and elsewhere; (ii) to improve the quality and efficiency of health care by improving the timeliness of decisions about patient care and integrating information from various sources; (iii) to improve the ability to coordinate and make strategic decisions by facilitating the integration of health care related information, and (iv) to reduce the cost of care by avoiding the unnecessary duplication of tests and procedures. The federal government and the commonwealth of pennsylvania have objectively manifested that the development, implementation, and operation of health information exchanges is a government burden. Most notably, the legislative history of american recovery and reinvestment act of 2009 specifically recognizes that nonprofit organizations formed to facilitate the exchange of health-related information may qualify as organizations described in section 501(c)(3) as organizations that relieve the burdens of government. In frequently asked questions, the irs acknowledged that such legislative history serves as a basis for health information exchange organizations to obtain tax-exempt status under section 501(c)(3). Because clinicalconnect's health information exchange activity is a burden of government, and because clinicalconnect's health information exchange activity does in fact relieve such burden, clinicalconnect is an organization that relieves the burdens of government under section 501(c)(3). In addition, by developing, implementing, operating a health information exchange, clinicalconnect will promote health in the community, and advance education, all within the meaning of section 501(c)(3).

PART XI Reconciliation of Net Assets

Member capital contributions $1,894,406.66

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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt0762113
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IRS990/InsuranceGrp/ProgramServicesAmt083912
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-63138
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01193894
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01099
IRS990/OfficeExpensesGrp/TotalAmt01099
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014486
IRS990/OtherAssetsTotalGrp/EOYAmt01276825
IRS990/OtherChangesInNetAssetsAmt01891408
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0106469
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0106469
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3LICENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0352169
IRS990/OtherExpensesGrp/ProgramServicesAmt170446
IRS990/OtherExpensesGrp/ProgramServicesAmt2-7000
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IRS990/OtherExpensesGrp/TotalAmt2-7000
IRS990/OtherExpensesGrp/TotalAmt370
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IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0780041
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt058145
IRS990/PayrollTaxesGrp/TotalAmt058145
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PHYLLIS SZYMANSKI PRESDIENT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01875060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01875060
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt01199480
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-634376
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01875060
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0151397
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0203018
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03799352
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01875060
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0275898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0267346

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