Civic Intelligence

Vista Expertise Network

990 • Fiscal year 2020 • EIN 32-0212560

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

819 N 49th StreetSeattle, WA 98103

(206) 632-0166

Siviq Scores

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

Liabilities / Assets

98th percentile

1.81x

Higher debt load relative to assets than 98% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.88x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

52nd percentile

7.1%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$77,623

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

95th percentile

189%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$317,031

Up $207,451 (+189%) from 2019

Net Assets

Up

-$257,437

Up $45,862 (+15%) from 2019

Liabilities

Up

$574,468

Up $161,589 (+39%) from 2019

Revenue

Up

$650,093

Up $88,352 (+16%) from 2019

Expenses

Down

$604,231

Down $459,665 (-43%) from 2019

Net Income

Up

$45,862

Up $548,017 (+109%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MAssets 2017: $1,074,242Liabilities 2017: $515,022Net Assets 2017: $559,2202017Assets 2018: $664,855Liabilities 2018: $464,119Net Assets 2018: $200,7362018Assets 2019: $109,580Liabilities 2019: $412,879Net Assets 2019: -$303,2992019Assets 2020: $317,031Liabilities 2020: $574,468Net Assets 2020: -$257,4372020Assets 2022: $33,205Liabilities 2022: $524,671Net Assets 2022: -$491,4662022Assets 2023: $45,080Liabilities 2023: $575,931Net Assets 2023: -$530,8512023

Highlighted filing

2020

Assets$317,031
Liabilities$574,468
Net Assets-$257,437

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $1,675,000Expenses 2017: $775,147Net Income 2017: $899,8532017Revenue 2018: $1,307,121Expenses 2018: $1,255,557Net Income 2018: $51,5642018Revenue 2019: $561,741Expenses 2019: $1,063,896Net Income 2019: -$502,1552019Revenue 2020: $650,093Expenses 2020: $604,231Net Income 2020: $45,8622020Revenue 2022: $242,751Expenses 2022: $337,931Net Income 2022: -$95,1802022Revenue 2023: $162,864Expenses 2023: $202,249Net Income 2023: -$39,3852023

Highlighted filing

2020

Revenue$650,093
Expenses$604,231
Net Income$45,862
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$650,109
Mission and Program Overview

Mission

To improve people's health by changing the way medical software is developed, distributed, and supported.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$349,642$349,708▲ $66
Cash and Non-Interest-Bearing Accounts$80,584$264,588▲ $184,004
Other Notes and Loans Receivable, Net$10,612$39,555▲ $28,943
Intangible Assets$7,695$4,979▼ $2,716
Land, Buildings, and Equipment, Net$6,841$4,100▼ $2,741
Inventories for Sale or Use$3,645$3,630▼ $15
Savings and Temporary Cash Investments$203$179▼ $24
Total Assets$109,580$317,031▲ $207,451
Liabilities
Accounts Payable and Accrued Expenses$54,267$137,984▲ $83,717
Unsecured Notes Loans Payable-$82,806-
Deferred Revenue$8,970$3,970▼ $5,000
Total Liabilities$412,879$574,468▲ $161,589
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-303,299$-257,437▲ $45,862
Total Net Assets Fund Balance$-303,299$-257,437▲ $45,862
Total Liabilities and Net Assets / Fund Balance$109,580$317,031▲ $207,451

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,100$30,310$34,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda YawVP/Director of OperationsPT$30,454$47,169$77,623
George LillyTreasurerFT$71,400-$71,400
Frederick DS MarshallExecutive DirectorPT$8,370-$8,370

Board Members and Trustees

NameTitle
Arthur SmithPresident
Gail EckBoard Member
Eileen GormleySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Paraxial TechnologiesProgram management14 Corporate Dr, Clifton Park, NY 12065$214,008
Revenue and Support

Revenue Composition

Contributions and Grants
$369,373
Program Service Revenue
$280,683
Investment Income
$1
Other Revenue
$36
All Other Contributions
$369,373
Change in Net Assets
$45,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,343
Salaries, Compensation, and Employee Benefits$268,888
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$302,817$1,128-$303,945
Current Officers, Directors, Trustees, and Key Employees$79,770$77,623-$157,393
Other Salaries and Wages$56,482--$56,482
Other Employee Benefits$47,169--$47,169
Occupancy$11,162$11,162-$22,324
Payroll Taxes$5,241$2,603-$7,844
Depreciation Depletion$5,458--$5,458
Office Expenses$90$2,481-$2,571
Travel$678$223-$901
Information Technology-$144-$144
Total Functional Expenses$508,867$95,364$0$604,231
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
George P LillyOfficerIndependent contractorNo$71,400

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$349,642$349,708▲ $66
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
Yes
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 A, line 1

The board now has one non-voting member who has been given emeritus status. He joins the board at meetings and in discussions but does not have the right to vote.

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

The accounting staff and Executive Director review Form 990 before it is distributed to the full Board. After Board review and approval, Form 990 is submitted for filing.

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

At the annual meeting, all Board members receive and are required to complete a disclosure document which notifies the Board of any conflicts of interest with regard to the Organization, management, and other Board members.

Form 990, Part VI, Section B, line 15

The Executive Director position is volunteer. The current Executive Director also works as an independent contractor. Contract work rates are based on a customized version of the Government rate scale, taking into account rates for contractors vs. employees. The Director of Operations' compensation is based on the customized version of the Government rate scale.

Form 990, Part VI, Section C, line 19

Governing documents, the Conflict of Interest policy, and financial statements are available to the general public upon written request.

Form 990, Part VII, Additional Information. Section A

George P. Lilly, Treasurer, is being compensated for contract work as a VISTA programmer and project lead. His work on the Board is as a volunteer.

Filing and Contact Details

Filer

Filer Name
VISTA Expertise Network
EIN
32-0212560
Phone
2066320166
Address
819 N 49th Street, Seattle, WA 98103

Signing Officer

Name
Frederick DS Marshall
Title
Executive Director
Phone
2066320166
Signed
2021-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick DS Marshall
Formed
2007
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
2
Employees
5
Volunteers
3

Preparer

Firm
Greenwood Ohlund PS
Address
4241 21st Ave W Suite 400, Seattle, WA 98199
Preparer
Amanda O'Rourke CPA
Phone
2067821767
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1, Description of Organization Mission:

To improve people's health by changing the way medical software is developed, distributed, and supported.

Form 990, Part III, line 3

Did not provide any educational events in 2020.

Form 990, Part IX, line 11G

Larry Carlson - Counsulting fees: Program service expenses 87,308. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,308. Program Service contractors: Program service expenses 79,407. Management and general expenses 0. Fundraising expenses 0. Total expenses 79,407. Payroll service fees: Program service expenses 2,257. Management and general expenses 1,128. Fundraising expenses 0. Total expenses 3,385. Paraxial Tech - contractor: Program service expenses 133,845. Management and general expenses 0. Fundraising expenses 0. Total expenses 133,845.

Raw XML AppendixShowing 400 of 425 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0561778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01306107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01674939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0664916
IRS990ScheduleA/Total509Grp/TotalAmt04857848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0650109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0561781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01306731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01674939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0664916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04858476
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04100
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030310
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034410
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04100
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0George P Lilly
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt071400
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Independent contractor
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0234864
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1114844
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Unpaid accounts payable for services.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Capital operations
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0257364
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1114686
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Frederick Marshall
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Frederick Marshall
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Executive Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Executive Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/TotalBalanceDueAmt0349708
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To improve people's health by changing the way medical software is developed, distributed, and supported.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Did not provide any educational events in 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board now has one non-voting member who has been given emeritus status. He joins the board at meetings and in discussions but does not have the right to vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The accounting staff and Executive Director review Form 990 before it is distributed to the full Board. After Board review and approval, Form 990 is submitted for filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4At the annual meeting, all Board members receive and are required to complete a disclosure document which notifies the Board of any conflicts of interest with regard to the Organization, management, and other Board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Executive Director position is volunteer. The current Executive Director also works as an independent contractor. Contract work rates are based on a customized version of the Government rate scale, taking into account rates for contractors vs. employees. The Director of Operations' compensation is based on the customized version of the Government rate scale.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Governing documents, the Conflict of Interest policy, and financial statements are available to the general public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Larry Carlson - Counsulting fees: Program service expenses 87,308. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,308. Program Service contractors: Program service expenses 79,407. Management and general expenses 0. Fundraising expenses 0. Total expenses 79,407. Payroll service fees: Program service expenses 2,257. Management and general expenses 1,128. Fundraising expenses 0. Total expenses 3,385. Paraxial Tech - contractor: Program service expenses 133,845. Management and general expenses 0. Fundraising expenses 0. Total expenses 133,845.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8George P. Lilly, Treasurer, is being compensated for contract work as a VISTA programmer and project lead. His work on the Board is as a volunteer.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1, Description of Organization Mission:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VII, Additional Information. Section A
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0109580
IRS990/TotalAssetsEOYAmt0317031
IRS990/TotalAssetsGrp/BOYAmt0109580
IRS990/TotalAssetsGrp/EOYAmt0317031
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0369373
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt095364
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0508867
IRS990/TotalFunctionalExpensesGrp/TotalAmt0604231
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0412879
IRS990/TotalLiabilitiesEOYAmt0574468
IRS990/TotalLiabilitiesGrp/BOYAmt0412879
IRS990/TotalLiabilitiesGrp/EOYAmt0574468
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-303299
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-257437
IRS990/TotalOtherCompensationAmt047169
IRS990/TotalProgramServiceExpensesAmt0508867
IRS990/TotalProgramServiceRevenueAmt0280683
IRS990/TotalReportableCompFromOrgAmt0110224
IRS990/TotalRevenueGrp/ExclusionAmt01
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0280719
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0650093
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0109580
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0317031
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0223
IRS990/TravelGrp/ProgramServicesAmt0678
IRS990/TravelGrp/TotalAmt0901
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt082806
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0819 N 49th Street
IRS990/USAddress/CityNm0Seattle
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098103
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0vistaexpertise.net
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Frederick DS Marshall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02066320166

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