Civic Intelligence

Southeast Regional User Group Inc

990EZ • Fiscal year 2016 • EIN 34-1976805

Jun 01, 2015 to May 31, 2016 • Filed on Aug 31, 2016

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

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

9.3%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

100th percentile

31286%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

20%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$17,576

Up $17,520 (+31286%) from 2015

Net Assets

Up

$17,576

Up $28,308 (+264%) from 2015

Liabilities

Down

$0

Down $10,788 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin68th percentile

Revenue

Up

$104,610

Up $17,092 (+20%) from 2015

Expenses

Down

$94,873

Down $56,620 (-37%) from 2015

Net Income

Up

$9,737

Up $73,712 (+115%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2016

Assets$17,576
Liabilities$0
Net Assets$17,576
Open 2016 Filing

Operations Trend

Revenue Growth80th 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

2016

Revenue$104,610
Expenses$94,873
Net Income$9,737
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Aug 31, 2016
Return Version
2015v2.1
Gross Receipts
$104,610
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
Billy KiserPresidentPT$0--
Susan GoodmanVice PresidentPT$0--
Krissy QuintanaSecretary-$0--
Barbara BonoTreasurerPT$0--
Juliette IntravichitAt 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
2016-08-31
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: 22. Description: Other Expenses. Amount: 1,173. Total to Form 990-EZ, line 14: 1,195.”

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

“Description: CONFERENCE EXPENSES. Amount: 88,448. Description: MISCELLANEOUS. Amount: 2,203. Description: OFFICE EXPENSE. Amount: 1,367. Description: TAXES & LICENSES. Amount: 161. Total to Form 990-EZ, line 16: 92,179.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: PRIOR PERIOD ADJUSTMENT. Amount: 18,571.”

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

“Description: Other Depreciable Assets. Beg. of Year Amount: 56. End of Year Amount: 34.”

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

“Description: OVERDRAFT LIABILITY. Beg. of Year Amount: 10,788. End of Year Amount: 0.”

Raw XML Appendix124 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/AddressLine1Txt02655 ULMERTON ROAD SUITE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLEARWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033762
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017542
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt017576
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-10732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017576
IRS990EZ/OccupancyRentUtltsAndMaintAmt01195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt09.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Billy Kiser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Goodman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Krissy Quintana
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Barbara Bono
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Juliette Intravichit
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/BOYAmt056
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034
IRS990EZ/OtherChangesInNetAssetsAmt018571
IRS990EZ/OtherExpensesTotalAmt092179
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/PrintingPublicationsPostageAmt0349
IRS990EZ/ProgramServiceRevenueAmt0104610
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/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010788
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt094873
IRS990EZ/TotalRevenueAmt0104610
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Depreciation. Amount: 22. Description: Other Expenses. Amount: 1,173. Total to Form 990-EZ, line 14: 1,195.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CONFERENCE EXPENSES. Amount: 88,448. Description: MISCELLANEOUS. Amount: 2,203. Description: OFFICE EXPENSE. Amount: 1,367. Description: TAXES & LICENSES. Amount: 161. Total to Form 990-EZ, line 16: 92,179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: PRIOR PERIOD ADJUSTMENT. Amount: 18,571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Other Depreciable Assets. Beg. of Year Amount: 56. End of Year Amount: 34.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: OVERDRAFT LIABILITY. Beg. of Year Amount: 10,788. End of Year Amount: 0.
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 I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08132818473
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-31
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/ReturnTs02016-09-15T15:35:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,576
Liabilities
$0
Net assets
$17,576
Revenue
$104,610
Expenses
$94,873
Net income
$9,737
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