Civic Intelligence

Southeast Regional User Group Inc

990EZ • Fiscal year 2015 • EIN 34-1976805

Jun 01, 2014 to May 31, 2015 • Filed on Sep 02, 2015

Organization ProfileN/A
2655 Ulmerton Road No 101Clearwater, FL 33762

(813) 281-8473

Siviq Scores

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

Liabilities / Assets

100th percentile

192.64x

Higher debt load relative to assets than 100% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.12x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

3rd percentile

-73%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-8.9%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$56

Down $53,187 (-100%) from 2014

Net Assets

Down

-$10,732

Down $63,975 (-120%) from 2014

Liabilities

Up

$10,788

Up $10,788 from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin3rd percentile

Revenue

Down

$87,518

Down $8,593 (-8.9%) from 2014

Expenses

Up

$151,493

Up $69,627 (+85%) from 2014

Net Income

Down

-$63,975

Down $78,220 (-549%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2015

Assets$56
Liabilities$10,788
Net Assets-$10,732
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$87,518
Expenses$151,493
Net Income-$63,975
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$87,518
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY SHIPPPresidentPT$0--
BILLY KISERVice PresidentPT$0--
KRISSY QUINTANASecretary-$0--
BARBARA BONOTreasurerPT$0--
SUSAN GOODMANAt Large-$0--
Filing and Contact Details

Filer

Filer Name
Southeast Regional User Group Inc
EIN
34-1976805
Phone
8132818473
Address
2655 ULMERTON ROAD NO 101, CLEARWATER, FL 33762

Signing Officer

Name
Barbara Bono
Title
Treasurer
Phone
8132818473
Signed
2015-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
1111 METROPOLITAN AVE STE 1000, CHARLOTTE, NC 28204
Preparer
Janice a Ratica
Phone
7043771678
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 1,258. Description: other expenses. Amount: 321. Total to form 990-ez, line 14: 1,579.”

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

“Description: conference expenses. Amount: 135,266. Description: miscellaneous. Amount: 299. Description: office expense. Amount: 2,158. Description: travel expense. Amount: 10,792. Description: taxes & licenses. Amount: 159. Total to form 990-ez, line 16: 148,674.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 1,314. End of year amount: 56.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: overdraft liability. Beg. Of year amount: 0. End of year amount: 10,788.”

Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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IRS990EZ/BooksInCareOfDetail/PhoneNum08132818473
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02655 ULMERTON ROAD SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEARWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033762
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051929
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IRS990EZ/ExcessOrDeficitForYearAmt0-63975
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-10732
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-10732
IRS990EZ/OccupancyRentUtltsAndMaintAmt01579
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt09.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY SHIPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILLY KISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISSY QUINTANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA BONO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt056
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0148674
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/PrintingPublicationsPostageAmt090
IRS990EZ/ProgramServiceRevenueAmt087518
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
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010788
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0151493
IRS990EZ/TotalRevenueAmt087518
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 1,258. DESCRIPTION: OTHER EXPENSES. AMOUNT: 321. TOTAL TO FORM 990-EZ, LINE 14: 1,579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCE EXPENSES. AMOUNT: 135,266. DESCRIPTION: MISCELLANEOUS. AMOUNT: 299. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 2,158. DESCRIPTION: TRAVEL EXPENSE. AMOUNT: 10,792. DESCRIPTION: TAXES & LICENSES. AMOUNT: 159. TOTAL TO FORM 990-EZ, LINE 16: 148,674.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,314. END OF YEAR AMOUNT: 56.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OVERDRAFT LIABILITY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,788.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BONO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08132818473
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEAST REGIONAL USER GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0341976805
ReturnHeader/Filer/PhoneNum08132818473
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/AddressLine1Txt01111 METROPOLITAN AVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028204
ReturnHeader/PreparerPersonGrp/PhoneNum07043771678
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE A RATICA
ReturnHeader/ReturnTs02015-09-18T15:01:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56
Liabilities
$10,788
Net assets
-$10,732
Revenue
$87,518
Expenses
$151,493
Net income
-$63,975
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