Civic Intelligence

Vista Expertise Network

990 • Fiscal year 2021 • EIN 32-0212560

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 24, 2024

Refreshing map…

819 N 49th StSeattle, WA 98103

(425) 241-6473

Siviq Scores

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

Liabilities / Assets

99th percentile

3.06x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

1.07x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

10th percentile

-27%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

85th percentile

$89,756

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

3rd percentile

-37%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$198,636

Down $118,395 (-37%) from 2020

Net Assets

Down

-$409,833

Down $152,396 (-59%) from 2020

Liabilities

Up

$608,469

Up $34,001 (+5.9%) from 2020

Revenue

Down

$571,241

Down $78,852 (-12%) from 2020

Expenses

Up

$723,637

Up $119,406 (+20%) from 2020

Net Income

Down

-$152,396

Down $198,258 (-432%) from 2020

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 2021: $198,636Liabilities 2021: $608,469Net Assets 2021: -$409,8332021Assets 2022: $33,205Liabilities 2022: $524,671Net Assets 2022: -$491,4662022Assets 2023: $45,080Liabilities 2023: $575,931Net Assets 2023: -$530,8512023

Highlighted filing

2021

Assets$198,636
Liabilities$608,469
Net Assets-$409,833

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 2021: $571,241Expenses 2021: $723,637Net Income 2021: -$152,3962021Revenue 2022: $242,751Expenses 2022: $337,931Net Income 2022: -$95,1802022Revenue 2023: $162,864Expenses 2023: $202,249Net Income 2023: -$39,3852023

Highlighted filing

2021

Revenue$571,241
Expenses$723,637
Net Income-$152,396
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 24, 2024
Return Version
2021v4.2
Gross Receipts
$571,281
Mission and Program Overview

Mission

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

To improve peoples health by changing the way medical software is developed

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$349,708$348,142▼ $1,566
Cash and Non-Interest-Bearing Accounts$264,588$164,883▼ $99,705
Accounts Receivable-$17,052-
Other Notes and Loans Receivable, Net$39,555$13,112▼ $26,443
Intangible Assets$4,979--
Land, Buildings, and Equipment, Net$4,100--
Inventories for Sale or Use$3,630$3,589▼ $41
Savings and Temporary Cash Investments$179--
Total Assets$317,031$198,636▼ $118,395
Liabilities
Unsecured Notes Loans Payable$82,806$163,883▲ $81,077
Accounts Payable and Accrued Expenses$137,984$92,474▼ $45,510
Deferred Revenue$3,970$3,970→ $0
Total Liabilities$574,468$608,469▲ $34,001
Net Assets / Fund Balance
Total Net Assets Fund Balance$-257,437$-409,833▼ $152,396
Total Liabilities and Net Assets / Fund Balance$317,031$198,636▼ $118,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda YawVP/director of OperationsPT$89,756$89,756
George LillyTreasurerFT$77,700$77,700
Frederick Ds MarshallExecutive DirectorPT$57,925$57,925

Board Members and Trustees

NameTitle
Arthur SmithPresident
Gail EckBoard Member
Eileen GormleySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Larry Carlson-10834 DIXON DR S, Seattle, WA 98178$141,803
Revenue and Support

Revenue Composition

Contributions and Grants
$329,373
Program Service Revenue
$241,742
Investment Income
$0
Other Revenue
$126
All Other Contributions
$329,373
Change in Net Assets
$-152,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$393,990
Other Expenses$235,803
Grants and Similar Amounts Paid$93,844
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$135,625$89,756-$225,381
Fees for Services Other$125,841--$125,841
Other Salaries and Wages$108,410--$108,410
Grants to Domestic Orgs$93,844--$93,844
Other Expenses$2,738$57,959-$57,959
Other Employee Benefits$21,904$21,904-$43,808
Occupancy$11,436$11,436-$22,872
Payroll Taxes$10,264$6,127-$16,391
Fees for Services Accounting-$5,034-$5,034
Depreciation Depletion---$4,059
Office Expenses-$2,841-$2,841
Information Technology$1,007$811-$1,818
Interest-$1,218-$1,218
Total Functional Expenses$511,069$208,509$0$723,637
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
George P LillyOfficerIndependent ContractorNo$77,700
Frederick D S MarshallExecutive DirectorIndependent ContractorNo$57,925
Linda YawOfficerIndependent ContractorNo$15,495

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$349,708$348,142▼ $1,566
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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

Part VI Section B Line 11A

Copies are emailed to the board of directors before filing

Part VI, Section B, Line 12C,

Any possible conflict is discussed at the next board meeting and a document is signed by each board member and officer annually

Part VI Section B Lines 15 B and C

The executive director position is volunteer. The ed also works as an independent contractor.

Part VI, Section B, Lines 15 B and C, (continued)

Contract and the director of operations compensation is based on a customized version of the government rate scale.

Part VI, Section B, Line 19

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

Filing and Contact Details

Filer

Filer Name
Vista Expertise Network
EIN
32-0212560
Phone
4252416473
Address
819 N 49TH ST, SEATTLE, WA 98103
Doing Business As
Vista Expertise Network

Signing Officer

Name
Linda Yaw
Title
Director of Operations
Phone
4252416473
Signed
2024-10-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Frederick Marshall
Formed
2007
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 103D, KANSAS CITY, MO 64105
Preparer
Linda Yaw
Phone
8004725625
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01674939
IRS990ScheduleA/Total509Grp/TotalAmt04764173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0571241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0650109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0561781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01306731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01674939
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04764801
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/ScheduleBRequiredInd0true
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0LINDA YAW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1GEORGE P LILLY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2FREDERICK D S MARSHALL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt015495
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt177700
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt257925
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INDEPENDENT CONTRACTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1INDEPENDENT CONTRACTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2INDEPENDENT CONTRACTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0349707
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CAPITAL OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0390050
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0FREDERICK MARSHALL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0EXECUTIVE DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt0349707
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES ARE EMAILED TO THE BOARD OF DIRECTORS BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POSSIBLE CONFLICT IS DISCUSSED AT THE NEXT BOARD MEETING AND A DOCUMENT IS SIGNED BY EACH BOARD MEMBER AND OFFICER ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR POSITION IS VOLUNTEER. THE ED ALSO WORKS AS AN INDEPENDENT CONTRACTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT AND THE DIRECTOR OF OPERATIONS COMPENSATION IS BASED ON A CUSTOMIZED VERSION OF THE GOVERNMENT RATE SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION B LINE 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION B LINES 15 B AND C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINES 15 B AND C, (CONTINUED)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0317031
IRS990/TotalAssetsEOYAmt0198636
IRS990/TotalAssetsGrp/BOYAmt0317031
IRS990/TotalAssetsGrp/EOYAmt0198636
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0329373
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0208509
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0511069
IRS990/TotalFunctionalExpensesGrp/TotalAmt0723637
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0574468
IRS990/TotalLiabilitiesEOYAmt0608469
IRS990/TotalLiabilitiesGrp/BOYAmt0574468
IRS990/TotalLiabilitiesGrp/EOYAmt0608469
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-257437
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-409833
IRS990/TotalProgramServiceExpensesAmt0511069
IRS990/TotalProgramServiceRevenueAmt0241742
IRS990/TotalReportableCompFromOrgAmt0225381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0241742
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0571241
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0317031
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198636
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt082806
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0163883
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0607 N 61ST ST
IRS990/USAddress/CityNm0Seattle
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098103
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0VISTAEXPERTISE.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA YAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR OF OPERATIONS
ReturnHeader/BusinessOfficerGrp/PhoneNum04252416473
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISTA EXPERTISE NETWORK
ReturnHeader/Filer/BusinessNameControlTxt0VIST
ReturnHeader/Filer/EIN0320212560

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