Civic Intelligence

Scottsdale Informatics Institute

990 • Fiscal year 2013 • EIN 41-1915862

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization ProfileWWW.SCOTTSDALEINSTITUTE.ORG
1660 Highway 100 SouthRoom/Suite 30655416

(952) 545-5880

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.41x

Higher debt load relative to assets than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.54x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

76th percentile

$110,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,352,919

Up $226,981 (+20%) from 2012

Net Assets

Up

$797,179

Up $47,145 (+6.3%) from 2012

Liabilities

Up

$555,740

Up $179,836 (+48%) from 2012

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin56th percentile

Revenue

$1,022,287

No earlier filing loaded for comparison.

Expenses

Up

$975,142

Up $12,886 (+1.3%) from 2012

Net Income

$47,145

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,045,701Liabilities 2010: $401,847Net Assets 2010: $643,8542010Assets 2011: $1,138,590Liabilities 2011: $404,578Net Assets 2011: $734,0122011Assets 2012: $1,125,938Liabilities 2012: $375,904Net Assets 2012: $750,0342012Assets 2013: $1,352,919Liabilities 2013: $555,740Net Assets 2013: $797,1792013Assets 2014: $1,559,635Liabilities 2014: $605,885Net Assets 2014: $953,7502014Assets 2015: $1,726,949Liabilities 2015: $653,134Net Assets 2015: $1,073,8152015Assets 2016: $1,830,662Liabilities 2016: $613,337Net Assets 2016: $1,217,3252016Assets 2017: $2,222,325Liabilities 2017: $836,245Net Assets 2017: $1,386,0802017Assets 2018: $2,626,235Liabilities 2018: $901,086Net Assets 2018: $1,725,1492018Assets 2019: $2,903,292Liabilities 2019: $867,692Net Assets 2019: $2,035,6002019Assets 2020: $2,973,041Liabilities 2020: $836,588Net Assets 2020: $2,136,4532020Assets 2021: $2,927,709Liabilities 2021: $826,438Net Assets 2021: $2,101,2712021Assets 2022: $2,639,107Liabilities 2022: $820,613Net Assets 2022: $1,818,4942022Assets 2023: $2,614,240Liabilities 2023: $855,750Net Assets 2023: $1,758,4902023Assets 2024: $2,713,245Liabilities 2024: $1,277,927Net Assets 2024: $1,435,3182024

Highlighted filing

2013

Assets$1,352,919
Liabilities$555,740
Net Assets$797,179
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $822,8992010Expenses 2011: $851,3482011Expenses 2012: $962,2562012Revenue 2013: $1,022,287Expenses 2013: $975,142Net Income 2013: $47,1452013Revenue 2014: $1,127,541Expenses 2014: $970,970Net Income 2014: $156,5712014Revenue 2015: $1,156,820Expenses 2015: $1,036,755Net Income 2015: $120,0652015Revenue 2016: $1,323,481Expenses 2016: $1,179,971Net Income 2016: $143,5102016Revenue 2017: $1,468,915Expenses 2017: $1,300,160Net Income 2017: $168,7552017Revenue 2018: $1,685,640Expenses 2018: $1,346,571Net Income 2018: $339,0692018Revenue 2019: $1,835,221Expenses 2019: $1,524,770Net Income 2019: $310,4512019Revenue 2020: $1,818,130Expenses 2020: $1,717,277Net Income 2020: $100,8532020Revenue 2021: $1,836,741Expenses 2021: $1,871,923Net Income 2021: -$35,1822021Revenue 2022: $2,033,778Expenses 2022: $2,316,555Net Income 2022: -$282,7772022Revenue 2023: $2,441,508Expenses 2023: $2,501,512Net Income 2023: -$60,0042023Revenue 2024: $2,582,739Expenses 2024: $2,682,745Net Income 2024: -$100,0062024

Highlighted filing

2013

Revenue$1,022,287
Expenses$975,142
Net Income$47,145
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Gross Receipts
$1,022,287
Mission and Program Overview

Mission

Improving healthcare performance through information management and process improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$993,074$994,850▲ $1,776
Cash and Non-Interest-Bearing Accounts$129,341$354,783▲ $225,442
Land, Buildings, and Equipment, Net$830$593▼ $237
Total Assets$1,125,938$1,352,919▲ $226,981
Other Assets Total$2,693$2,693→ $0
Liabilities
Deferred Revenue$375,904$555,740▲ $179,836
Total Liabilities$375,904$555,740▲ $179,836
Net Assets / Fund Balance
Unrestricted Net Assets$750,034$797,179▲ $47,145
Total Net Assets Fund Balance$750,034$797,179▲ $47,145
Total Liabilities and Net Assets / Fund Balance$1,125,938$1,352,919▲ $226,981

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$593$593$1,186
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donald C WegmillerChairmanPT$110,000$110,000

Board Members and Trustees

NameTitle
Anthony TersigniDirector
David CampbellDirector
David ClassenDirector
Joseph R SwedishDirector
Kevin WardellDirector
Lowell KruseDirector
Robert ClarkeDirector
Scott ParkerDirector
Stanley HupfieldDirector
Stephen C HansonDirector
Steve HeckDirector
Tom SadvaryDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Shelli WilliamsonSi Programs-$221,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,010,512
Investment Income
$1,775
Other Revenue
$10,000
Change in Net Assets
$47,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$793,947
Salaries, Compensation, and Employee Benefits$178,195
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$160,573--$160,573
Current Officers, Directors, Trustees, and Key Employees$55,000$55,000-$110,000
Information Technology$72,038--$72,038
Other Salaries and Wages$32,448$21,632-$54,080
Office Expenses$29,791$13,789-$43,580
Occupancy-$22,576-$22,576
Fees for Services Accounting-$21,548-$21,548
Travel-$15,250-$15,250
Payroll Taxes$8,468$5,647-$14,115
Grants to Domestic Orgs$3,000--$3,000
Depreciation Depletion-$237-$237
Other Expenses$55,195$85-$85
Total Functional Expenses$795,302$179,840$0$975,142
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to each member of the executive committee of the governing body for their review and approval.”

Form 990, Page 6, Part VI, Line 15A

“On an annual basis the executive committee of the governing body reviews and approves the compensation of the chairman.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, policies and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
41-1915862
Phone
9525455880

Signing Officer

Name
Donald C Wegmiller
Title
Chairman
Phone
9525455880
Signed
2014-05-07

Organization Details

Principal Officer
Donald C Wegmiller
Formed
1998
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
2
Volunteers
227

Preparer

Preparer
Joseph C Speltz
Phone
9525449600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Organize collaborative studies to bring together members to examine topics relevant to healthcare information technology. We gather data from healthcare organizations regarding information technology structure and costs. This data will be used to compare organizations, identify best practices, and collaborate to improve performance.”

Raw XML Appendix400 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0TWO PUBLICATIONS, THE INSIDE EDGE REPORT AND THE VIEWPOINT, FEATURING CRITICAL HEALTHCARE INFORMATION TECHNOLOGY TOPICS AND LEADING EXECUTIVES, ARE PUBLISHED THROUGHOUT THE YEAR AND DISTRIBUTED IN ELECTRONIC AND PRINT FORM. IN ADDITION, AN ELECTRONIC NEWSLETTER, THE SI INSIDER, IS DISTRIBUTED MONTHLY, FEATURING UPCOMING SI PROGRAMS, INTERVIEWS, AND REPORTS. ALSO, A CALENDAR ALERT, THE SI TELEPROMPTER, IS SENT MONTHLY. APPROXIMATELY 830 COPIES OF OUR INSIDE EDGE AND VIEWPOINT PUBLICATIONS ARE MAILED FOR EACH ISSUE PUBLISHED. THERE ARE APPROXIMATELY 5,000 RECIPIENTS OF THE ELECTRONIC VERSIONS OF ALL FOUR REPORTS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0243934
IRS990/ProgSrvcAccomActy3Grp/Desc0A WEBSITE THAT PROVIDES INFORMATION ON OUR ACTIVITES FOR EDUCATION AND COLLABORATION ON THE ADVANCEMENT OF HEALTHCARE INFORMATION TECHNOLOGY. THIS MEMBERS-ONLY WEBSITE CONTAINS ARCHIVES OF ALL CONFERENCE AND TELECONFERENCE MATERIALS, INCLUDING AUDIO RECORDINGS, INSIDE EDGE AND VIEWPOINT PUBLICATIONS, BENCHMARKING PROGRAM INFORMATION AND COLLABORATIVE ACTIVITIES. IT IS ALSO USED FOR EVENT AND CONFERENCE REGISTRATION. OVER 5,000 USERS FROM OUR MEMBER ORGANIZATIONS ACCESS OUR WEBSITE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ORGANIZE COLLABORATIVE STUDIES TO BRING TOGETHER MEMBERS TO EXAMINE TOPICS RELEVANT TO HEALTHCARE INFORMATION TECHNOLOGY. WE GATHER DATA FROM HEALTHCARE ORGANIZATIONS REGARDING INFORMATION TECHNOLOGY STRUCTURE AND COSTS. THIS DATA WILL BE USED TO COMPARE ORGANIZATIONS, IDENTIFY BEST PRACTICES, AND COLLABORATE TO IMPROVE PERFORMANCE.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0669224
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0586560
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0593
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01186
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZE COLLABORATIVE STUDIES TO BRING TOGETHER MEMBERS TO EXAMINE TOPICS RELEVANT TO HEALTHCARE INFORMATION TECHNOLOGY. WE GATHER DATA FROM HEALTHCARE ORGANIZATIONS REGARDING INFORMATION TECHNOLOGY STRUCTURE AND COSTS. THIS DATA WILL BE USED TO COMPARE ORGANIZATIONS, IDENTIFY BEST PRACTICES, AND COLLABORATE TO IMPROVE PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY REVIEWS AND APPROVES THE COMPENSATION OF THE CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0795302
IRS990/TotalFunctionalExpensesGrp/TotalAmt0975142
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOtherProgSrvcExpenseAmt0117467
IRS990/TotalOtherProgSrvcRevenueAmt0144862
IRS990/TotalProgramServiceExpensesAmt0795302
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IRS990/TravelGrp/TotalAmt015250
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0750034
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
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IRS990/WebsiteAddressTxt0WWW.SCOTTSDALEINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD C WEGMILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09525455880
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10SCOTTSDALE INFORMATICS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0411915862
ReturnHeader/Filer/PhoneNum09525455880
ReturnHeader/Filer/USAddress/AddressLine101660 HIGHWAY 100 SOUTH
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 306
ReturnHeader/Filer/USAddress/City0MINNEAPOLIS
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OLSON CLOUGH & LEBLANC LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010275 WAYZATA BOULEVARD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MINNETONKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode055305
ReturnHeader/PreparerPersonGrp/PhoneNum09525449600
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH C SPELTZ
ReturnHeader/ReturnTs02014-05-13T17:08:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,352,919
Liabilities
$555,740
Net assets
$797,179
Revenue
$1,022,287
Expenses
$975,142
Net income
$47,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$1.28$1.44$2.58$2.68$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.86$1.76$2.44$2.50$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.64$0.82$1.82$2.03$2.32$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.93$0.83$2.10$1.84$1.87$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.84$2.14$1.82$1.72$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.87$2.04$1.84$1.52$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.63$0.90$1.73$1.69$1.35$0.34
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.84$1.39$1.47$1.30$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.61$1.22$1.32$1.18$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.65$1.07$1.16$1.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.61$0.95$1.13$0.97$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.35$0.56$0.80$1.02$0.98$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.38$0.75$0.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.40$0.73$0.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.40$0.64$0.82