Civic Intelligence

Southeast Regional User Group Inc

EIN 34-1976805 • 501(c)6 • Clearwater, FL

990-N Coverage

Profile

SeRUG is an association of professionals within the medical field from the Southeast region of the United States, all having the common business interest of the betterment of patient care and enhancement of patient safety and welfare through the implementation and maintenance of electronic medical records. Members include information technology specialists from hospitals, medical clinics, and physician practices, financial managers, strategic planners, analysts, patient care providers, and administrators. The activities of SeRUG provide a forum to stimulate the development and free interchange of information among members pertaining to medical software, technology and electronic medical records.

2655 Ulmerton Road No 101Clearwater, FL 33762

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-91%

Higher net margin than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-32%

Faster asset growth than 17% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

278%

Faster revenue growth than 98% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$32,530

Down $15,226 (-32%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$32,530

Down $15,226 (-32%) from 2020

Operations
Liabilities / Revenue50th percentileNet Margin7th percentile

Revenue

Up

$16,807

Up $12,363 (+278%) from 2020

Expenses

Up

$32,033

Up $23,394 (+271%) from 2020

Net Income

Down

-$15,226

Down $11,031 (-263%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$60K$40K$20K$0-$20KAssets 2014: $53,243Liabilities 2014: $0Net Assets 2014: $53,2432014Assets 2015: $56Liabilities 2015: $10,788Net Assets 2015: -$10,7322015Assets 2016: $17,576Liabilities 2016: $0Net Assets 2016: $17,5762016Assets 2017: $45,097Liabilities 2017: $0Net Assets 2017: $45,0972017Assets 2018: $27,574Liabilities 2018: $0Net Assets 2018: $27,5742018Assets 2019: $51,951Liabilities 2019: $0Net Assets 2019: $51,9512019Assets 2020: $47,756Liabilities 2020: $0Net Assets 2020: $47,7562020Assets 2021: $32,530Liabilities 2021: $0Net Assets 2021: $32,5302021

Highlighted filing

2021

Assets$32,530
Liabilities$0
Net Assets$32,530
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KRevenue 2014: $96,111Expenses 2014: $81,866Net Income 2014: $14,2452014Revenue 2015: $87,518Expenses 2015: $151,493Net Income 2015: -$63,9752015Revenue 2016: $104,610Expenses 2016: $94,873Net Income 2016: $9,7372016Revenue 2017: $104,675Expenses 2017: $77,154Net Income 2017: $27,5212017Revenue 2018: $70,001Expenses 2018: $69,981Net Income 2018: $202018Revenue 2019: $133,076Expenses 2019: $108,699Net Income 2019: $24,3772019Revenue 2020: $4,444Expenses 2020: $8,639Net Income 2020: -$4,1952020Revenue 2021: $16,807Expenses 2021: $32,033Net Income 2021: -$15,2262021

Highlighted filing

2021

Revenue$16,807
Expenses$32,033
Net Income-$15,226
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,530
Liabilities
$0
Net assets
$32,530
Revenue
$16,807
Expenses
$32,033
Net income
-$15,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.17$0.32$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.04$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.33$1.09$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.70$0.70$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.05$0.77$0.28
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.05$0.95$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.11$0.11$0.88$1.51$0.64
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.96$0.82$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Mar 25, 2022
Return Version
2020v4.2
Gross Receipts
$16,807
Mission and Program Overview

Mission

SeRUG is an association of professionals within the medical field from the Southeast region of the United States, all having the common business interest of the betterment of patient care and enhancement of patient safety and welfare through the implementation and maintenance of electronic medical records. Members include information technology specialists from hospitals, medical clinics, and physician practices, financial managers, strategic planners, analysts, patient care providers, and administrators. The activities of SeRUG provide a forum to stimulate the development and free interchange of information among members pertaining to medical software, technology and electronic medical records.

Program Services

DescriptionGrantsExpenses
ONE OF SERUG'S PRIMARY ACTIVITIES IS TO SPONSOR TWO MEETINGS PER YEAR, THE SPRING CONFERENCE AND THE FALL BUSINESS MEETING. THESE MEETINGS PROVIDE BOTH EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR MEMBERS. DURING THE SPRING CONFERENCE, EDUCATIONAL PRESENTATIONS ARE CONDUCTED BY MEMBERS AS WELL AS PRACTICING CLINICIANS AND PHYSICIANS FROM HEALTH CARE SYSTEMS THROUGHOUT THE UNITED STATES. THE TOPICS FOCUS PRIMARILY ON BEST PRACTICES AND THE PROFESSIONALS' EXPERIENCES WITH THE MEDICAL SOFTWARE IN ORDER TO PROMOTE THE COMMON BUSINESS INTEREST OF THE MEMBERS OF SERUG. SPECIFICALLY, THE SPRING CONFERENCE HAS THE FOLLOWING OBJECTIVES: PROVIDES A FACILITATED OPPORTUNITY FOR MEMBERS TO EXCHANGE INFORMATION ABOUT ELECTRONIC MEDICAL RECORDS, SOFTWARE IMPLEMENTATION, MAINTENANCE AND UTILIZATION; SERVES AS A RESOURCE FOR LEARNING, PROBLEM RESOLUTION, AND CONTINUOUS IMPROVEMENTS IN THE HEALTH CARE INDUSTRY; AND ENABLES LICENSED CLINICAL PROFESSIONALS, INCLUDING NURSES AND PHYSICIANS, TO OBTAIN REQUIRED EDUCATIONAL CREDITS.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY SHIPPPresident/Chair-$0--
MICHAEL SCOTT GUTHRIEVice President-$0--
SHERRY ELLISSecretary-$0--
KAREN HARTTreasurer-$0--
TIMOTHY CAINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southeast Regional User Group Inc
EIN
34-1976805
Phone
7274218623
Address
2655 ULMERTON ROAD NO 101, CLEARWATER, FL 33762

Signing Officer

Name
Amy Knight
Title
President
Phone
7274218623
Signed
2022-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
401 EAST JACKSON ST SUITE 1200, TAMPA, FL 33602
Preparer
Amanda Adams
Phone
8132511010
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conference expense. Amount: 29,350. Description: business storage. Amount: 733. Description: insurance . Amount: 852. Description: web services . Amount: 186. Description: mailbox fee . Amount: 289. Total to form 990-ez, line 16: 31,410.”

Raw XML Appendix116 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEARWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033762
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047756
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032530
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-15226
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0623
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt032530
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047756
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032530
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY SHIPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL SCOTT GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERRY ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIMOTHY CAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031410
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SERUG IS AN ASSOCIATION OF PROFESSIONALS WITHIN THE MEDICAL FIELD FROM THE SOUTHEAST REGION OF THE UNITED STATES, ALL HAVING THE COMMON BUSINESS INTEREST OF THE BETTERMENT OF PATIENT CARE AND ENHANCEMENT OF PATIENT SAFETY AND WELFARE THROUGH THE IMPLEMENTATION AND MAINTENANCE OF ELECTRONIC MEDICAL RECORDS. MEMBERS INCLUDE INFORMATION TECHNOLOGY SPECIALISTS FROM HOSPITALS, MEDICAL CLINICS, AND PHYSICIAN PRACTICES, FINANCIAL MANAGERS, STRATEGIC PLANNERS, ANALYSTS, PATIENT CARE PROVIDERS, AND ADMINISTRATORS. THE ACTIVITIES OF SERUG PROVIDE A FORUM TO STIMULATE THE DEVELOPMENT AND FREE INTERCHANGE OF INFORMATION AMONG MEMBERS PERTAINING TO MEDICAL SOFTWARE, TECHNOLOGY AND ELECTRONIC MEDICAL RECORDS.
IRS990EZ/ProgramServiceRevenueAmt016807
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ONE OF SERUG'S PRIMARY ACTIVITIES IS TO SPONSOR TWO MEETINGS PER YEAR, THE SPRING CONFERENCE AND THE FALL BUSINESS MEETING. THESE MEETINGS PROVIDE BOTH EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR MEMBERS. DURING THE SPRING CONFERENCE, EDUCATIONAL PRESENTATIONS ARE CONDUCTED BY MEMBERS AS WELL AS PRACTICING CLINICIANS AND PHYSICIANS FROM HEALTH CARE SYSTEMS THROUGHOUT THE UNITED STATES. THE TOPICS FOCUS PRIMARILY ON BEST PRACTICES AND THE PROFESSIONALS' EXPERIENCES WITH THE MEDICAL SOFTWARE IN ORDER TO PROMOTE THE COMMON BUSINESS INTEREST OF THE MEMBERS OF SERUG. SPECIFICALLY, THE SPRING CONFERENCE HAS THE FOLLOWING OBJECTIVES: PROVIDES A FACILITATED OPPORTUNITY FOR MEMBERS TO EXCHANGE INFORMATION ABOUT ELECTRONIC MEDICAL RECORDS, SOFTWARE IMPLEMENTATION, MAINTENANCE AND UTILIZATION; SERVES AS A RESOURCE FOR LEARNING, PROBLEM RESOLUTION, AND CONTINUOUS IMPROVEMENTS IN THE HEALTH CARE INDUSTRY; AND ENABLES LICENSED CLINICAL PROFESSIONALS, INCLUDING NURSES AND PHYSICIANS, TO OBTAIN REQUIRED EDUCATIONAL CREDITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt032033
IRS990EZ/TotalRevenueAmt016807
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 29,350. DESCRIPTION: BUSINESS STORAGE. AMOUNT: 733. DESCRIPTION: INSURANCE . AMOUNT: 852. DESCRIPTION: WEB SERVICES . AMOUNT: 186. DESCRIPTION: MAILBOX FEE . AMOUNT: 289. TOTAL TO FORM 990-EZ, LINE 16: 31,410.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY KNIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07274218623
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-25
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ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0341976805
ReturnHeader/Filer/PhoneNum07274218623
ReturnHeader/Filer/USAddress/AddressLine1Txt02655 ULMERTON ROAD NO 101
ReturnHeader/Filer/USAddress/CityNm0CLEARWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033762
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 EAST JACKSON ST SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08132511010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA ADAMS
ReturnHeader/ReturnTs02022-04-06T12:02:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KNIGHT
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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