Civic Intelligence

Medical Education Institute Inc

EIN 39-1739731 • 501(c)3 • Madison, WI

Profile

The medical education institute (mei) is a non-profit 501(c)(3)dedicated to helping people with chronic disease learn to manage and imrove thier health. Mei does this through targeted education forpatients and professionals, and through systematic research.

414 Donofrio Drive 200Madison, WI 53719

mei.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.25x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.40x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-5.3%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$118,889

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-5.6%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

2.8%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,715,937

Down $101,999 (-5.6%) from 2023

Liabilities

Down

$425,907

Down $45,701 (-9.7%) from 2023

Net Assets

Down

$1,290,030

Down $56,298 (-4.2%) from 2023

Revenue

Up

$1,067,913

Up $29,425 (+2.8%) from 2023

Expenses

Up

$1,124,211

Up $71,717 (+6.8%) from 2023

Net Income

Down

-$56,298

Down $42,292 (-302%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,260,317Liabilities 2010: $229,505Net Assets 2010: $1,030,8122010Assets 2015: $1,203,600Liabilities 2015: $208,5092015Assets 2017: $1,164,262Liabilities 2017: $206,330Net Assets 2017: $957,9322017Assets 2018: $1,277,434Liabilities 2018: $226,427Net Assets 2018: $1,051,0072018Assets 2019: $1,366,024Liabilities 2019: $235,101Net Assets 2019: $1,130,9232019Assets 2020: $1,406,162Liabilities 2020: $237,422Net Assets 2020: $1,168,7402020Assets 2021: $1,429,779Liabilities 2021: $285,840Net Assets 2021: $1,143,9392021Assets 2022: $1,642,417Liabilities 2022: $439,410Net Assets 2022: $1,203,0072022Assets 2023: $1,817,936Liabilities 2023: $471,608Net Assets 2023: $1,346,3282023Assets 2024: $1,715,937Liabilities 2024: $425,907Net Assets 2024: $1,290,0302024

Highlighted filing

2024

Assets$1,715,937
Liabilities$425,907
Net Assets$1,290,030

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $795,1512010Revenue 2015: $965,263Expenses 2015: $847,398Net Income 2015: $117,8652015Revenue 2017: $787,371Expenses 2017: $863,486Net Income 2017: -$76,1152017Revenue 2018: $990,183Expenses 2018: $897,108Net Income 2018: $93,0752018Revenue 2019: $950,376Expenses 2019: $870,460Net Income 2019: $79,9162019Revenue 2020: $934,870Expenses 2020: $897,053Net Income 2020: $37,8172020Revenue 2021: $955,127Expenses 2021: $979,928Net Income 2021: -$24,8012021Revenue 2022: $1,222,459Expenses 2022: $1,003,949Net Income 2022: $218,5102022Revenue 2023: $1,038,488Expenses 2023: $1,052,494Net Income 2023: -$14,0062023Revenue 2024: $1,067,913Expenses 2024: $1,124,211Net Income 2024: -$56,2982024

Highlighted filing

2024

Revenue$1,067,913
Expenses$1,124,211
Net Income-$56,298

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$1,050,840
Mission and Program Overview

Mission

The medical education institute (mei) is a non-profit 501(c)(3) dedicated to helping people with chronic disease learn to manage and improve their health. Mei does this through targeted education for patients and professionals, and through systematic research.the mei goals for patients are to help patients understand their condition, partner effectively with healthcare providers, and improve their longevity and quality of life.the mei goals for professionals are to improve the quality of patient care through better understanding of the complexities of illness, and to promote awareness of the mutual benefit of full partnership in care for both patients and professionals.

The Medical Education Institute, Inc. creates evidence-based educational materials and free web programs to empower people with kidney disease to self-manage and produce their own best health outcomes. To ensure these resources reach as many patients and families as possible, we distribute them at little or no cost. In addition, we develop innovative tools and training for renal professionals that promote patient-centered practices and support policies designed to improve patients lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$949,225$1,044,328▲ $95,103
Investments Other Securities$476,818$370,990▼ $105,828
Accounts Receivable$72,752$61,261▼ $11,491
Savings and Temporary Cash Investments$96,435$49,315▼ $47,120
Inventories for Sale or Use$22,202$39,275▲ $17,073
Land, Buildings, and Equipment, Net$9,150$7,492▼ $1,658
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,817,936$1,715,937▼ $101,999
Other Assets Total$191,354$143,276▼ $48,078
Liabilities
Deferred Revenue$224,640$230,884▲ $6,244
Other Liabilities$175,736$132,313▼ $43,423
Accounts Payable and Accrued Expenses$71,232$62,710▼ $8,522
Total Liabilities$471,608$425,907▼ $45,701
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,346,328$1,290,030▼ $56,298
Total Net Assets Fund Balance$1,346,328$1,290,030▼ $56,298
Total Liabilities and Net Assets / Fund Balance$1,817,936$1,715,937▼ $101,999

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$93,021$93,021
Equipment$7,492$65,834$73,326
Other Assets Org$2,967--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dorian SchatellExecutive DirectorFT$118,889$118,889

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$74,116
Program Service Revenue
$502,595
Investment Income
$164,304
Other Revenue
$326,898
All Other Contributions
$74,116
Change in Net Assets
$-56,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,067,913
Total Revenue per Audited Statements
$1,067,913
Total Revenue per Form 990
$1,067,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$669,965
Other Expenses$454,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$461,202$89,875-$551,076
Current Officers, Directors, Trustees, and Key Employees$102,940$15,949-$118,889
Fees for Services Other-$64,953-$64,953
Insurance$17,659$44,627-$62,286
Occupancy$26,154$17,436-$43,590
Advertising$16,499$9,527-$26,026
Information Technology$21,633$522-$22,155
Office Expenses$3,123$6,260-$9,383
Other Expenses$4,757$1,343-$6,100
All Other Expenses$2,008$1,584-$3,593
Total Functional Expenses$870,181$254,030$0$1,124,211

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,124,211
Total Expenses per Audited Statements$1,124,211
Total Expenses per Form 990$1,124,211
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities Net of Curre$88,551
Operating Lease Liabilities - Current$43,762
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

FORM 990, PART VI, SECTION B, LINE 11B:

The form 990 is reviewed and approved by the treasurer of mei prior to filing.

FORM 990, PART VI, SECTION B, LINE 15A:

Annually the board approves the salary of the executive director as part of the budgeting process.

FORM 990, PART VI, SECTION C, LINE 19:

The organization makes its governing documents and financial statements available to the public upon request. The organization does not have a conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Medical Education Institute Inc
EIN
39-1739731
Phone
6088338033
Address
414 DONOFRIO DRIVE 200, MADISON, WI 53719

Signing Officer

Name
Kristi Klicko
Title
Director
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
6
Volunteers
7

Preparer

Firm
Sorge CPA & Business Advisors SC
Address
5221 Monona Drive, Monona, WI 53716
Preparer
Carl Sorge CPA
Phone
6082212253
Supplemental Narrative

Additional Explanations

FORM 990 , PART III, LINE DESCRIPTION OF ORGANIZATION MISSION:

The mei goals for patients are to help patients understand their condition, partner effectively with healthcare providers and improve their longevity and quality of life.the mei goals for professionals are to improve the quality of patient care through better understanding of the complexities of illness, and to promote awareness of the mutual benefit of full partnership in care for both patients and professionals.

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IRS990/MissionDesc0THE MEDICAL EDUCATION INSTITUTE (MEI) IS A NON-PROFIT 501(C)(3)DEDICATED TO HELPING PEOPLE WITH CHRONIC DISEASE LEARN TO MANAGE AND IMROVE THIER HEALTH. MEI DOES THIS THROUGH TARGETED EDUCATION FORPATIENTS AND PROFESSIONALS, AND THROUGH SYSTEMATIC RESEARCH.
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01290030
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IRS990/OfficeExpensesGrp/ProgramServicesAmt03123
IRS990/OfficeExpensesGrp/TotalAmt09383
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IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/Desc3DEPRECIATION
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IRS990/OtherExpensesGrp/TotalAmt171558
IRS990/OtherExpensesGrp/TotalAmt228985
IRS990/OtherExpensesGrp/TotalAmt36100
IRS990/OtherLiabilitiesGrp/BOYAmt0175736
IRS990/OtherLiabilitiesGrp/EOYAmt0132313
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PYOtherRevenueAmt0430312
IRS990/PYProgramServiceRevenueAmt0474475
IRS990/PYRevenuesLessExpensesAmt0-14006
IRS990/PYSalariesCompEmpBnftPaidAmt0742016
IRS990/PYTotalExpensesAmt01052494
IRS990/PYTotalRevenueAmt01038488
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IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0172958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0247226
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011574
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IRS990ScheduleA/PublicSupportPY170Pct00.93150
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0966021
IRS990ScheduleA/TotalSupportAmt01032246
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt19538
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22967
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING LEASE RIGHT OF USE ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSIT
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt093021
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES - CURRENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITIES NET OF CURRE
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0143276
IRS990ScheduleD/TotalBookValueSecuritiesAmt0370990
IRS990ScheduleD/TotalExpensesPerForm990Amt01124211
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEI GOALS FOR PATIENTS ARE TO HELP PATIENTS UNDERSTAND THEIR CONDITION, PARTNER EFFECTIVELY WITH HEALTHCARE PROVIDERS AND IMPROVE THEIR LONGEVITY AND QUALITY OF LIFE.THE MEI GOALS FOR PROFESSIONALS ARE TO IMPROVE THE QUALITY OF PATIENT CARE THROUGH BETTER UNDERSTANDING OF THE COMPLEXITIES OF ILLNESS, AND TO PROMOTE AWARENESS OF THE MUTUAL BENEFIT OF FULL PARTNERSHIP IN CARE FOR BOTH PATIENTS AND PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER OF MEI PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE BOARD APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR AS PART OF THE BUDGETING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 , PART III, LINE DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19:
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01817936
IRS990/TotalAssetsEOYAmt01715937

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