Civic Intelligence

Scottsdale Informatics Institute

990 • Fiscal year 2014 • EIN 41-1915862

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization ProfileWWW.SCOTTSDALEINSTITUTE.ORG
1660 Highway 100 SouthRoom/Suite 306Minneapolis, MN 55416

(952) 545-5880

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.39x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.54x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

73rd percentile

14%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

77th percentile

$120,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,559,635

Up $206,716 (+15%) from 2013

Net Assets

Up

$953,750

Up $156,571 (+20%) from 2013

Liabilities

Up

$605,885

Up $50,145 (+9.0%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin73rd percentile

Revenue

Up

$1,127,541

Up $105,254 (+10%) from 2013

Expenses

Down

$970,970

Down $4,172 (-0.4%) from 2013

Net Income

Up

$156,571

Up $109,426 (+232%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2014

Assets$1,559,635
Liabilities$605,885
Net Assets$953,750
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

2014

Revenue$1,127,541
Expenses$970,970
Net Income$156,571
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$1,127,541
Mission and Program Overview

Mission

Improving healthcare performance through information management and process improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$994,850$1,256,123▲ $261,273
Cash and Non-Interest-Bearing Accounts$354,783$298,524▼ $56,259
Land, Buildings, and Equipment, Net$593$2,295▲ $1,702
Total Assets$1,352,919$1,559,635▲ $206,716
Other Assets Total$2,693$2,693→ $0
Liabilities
Deferred Revenue$555,740$605,885▲ $50,145
Total Liabilities$555,740$605,885▲ $50,145
Net Assets / Fund Balance
Unrestricted Net Assets$797,179$953,750▲ $156,571
Total Net Assets Fund Balance$797,179$953,750▲ $156,571
Total Liabilities and Net Assets / Fund Balance$1,352,919$1,559,635▲ $206,716

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,295$880$3,175
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donald C WegmillerChairmanPT$120,000$120,000

Board Members and Trustees

NameTitle
Anthony TersigniDirector
Bruce D SmithDirector
David C ClassenDirector
David CampbellDirector
Joseph R SwedishDirector
M Michael ShabotDirector
Nicholas WolterDirector
Scott S ParkerDirector
Stanley F HupfieldDirector
Stephen C HansonDirector
Steve HeckDirector
Tom SadvaryDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Shelli WilliamsonSi Programs668 IRVING PARK 3, Chicago, IL 60613$226,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,091,587
Investment Income
$11,274
Other Revenue
$24,680
Change in Net Assets
$156,571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$779,092
Salaries, Compensation, and Employee Benefits$191,378
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$130,057--$130,057
Current Officers, Directors, Trustees, and Key Employees$60,000$60,000-$120,000
Information Technology$76,496--$76,496
Other Salaries and Wages$33,698$22,465-$56,163
Office Expenses$19,044$15,962-$35,006
Occupancy-$26,774-$26,774
Fees for Services Accounting-$20,463-$20,463
Payroll Taxes$9,129$6,086-$15,215
Travel-$14,003-$14,003
Grants to Domestic Orgs$500--$500
Depreciation Depletion-$287-$287
Other Expenses$62,900$180-$180
Total Functional Expenses$779,738$191,232$0$970,970
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

Filer Name
Scottsdale Informatics Institute
EIN
41-1915862
Phone
9525455880
Address
1660 HIGHWAY 100 SOUTH, ROOM/SUITE 306, MINNEAPOLIS, MN 55416

Signing Officer

Name
Donald C Wegmiller
Title
Chairman
Phone
9525455880
Signed
2015-08-05

Organization Details

Principal Officer
Donald C Wegmiller
Formed
1998
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
12
Employees
2
Volunteers
170

Preparer

Firm
Olson Clough & Leblanc Ltd
Address
10580 WAYZATA BLVD STE 200, MINNETONKA, MN 55305-1525
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 AppendixShowing 400 of 401 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IMPROVING HEALTHCARE PERFORMANCE THROUGH INFORMATION MANAGEMENT AND PROCESS IMPROVEMENT.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0DONALD C WEGMILLER
IRS990/BooksInCareOfDetail/PhoneNum09525455880
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01660 SOUTH HIGHWAY 100 306
IRS990/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055416
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0354783
IRS990/CashNonInterestBearingGrp/EOYAmt0298524
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt060000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt060000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0120000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0130057
IRS990/ConferencesMeetingsGrp/TotalAmt0130057
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0226800
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0668 IRVING PARK 3
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060613
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0SHELLI WILLIAMSON
IRS990/ContractorCompensationGrp/ServicesDesc0SI PROGRAMS
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0500
IRS990/CYInvestmentIncomeAmt011274
IRS990/CYOtherExpensesAmt0779092
IRS990/CYOtherRevenueAmt024680
IRS990/CYProgramServiceRevenueAmt01091587
IRS990/CYRevenuesLessExpensesAmt0156571
IRS990/CYSalariesCompEmpBnftPaidAmt0191378
IRS990/CYTotalExpensesAmt0970970
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01127541
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0555740
IRS990/DeferredRevenueGrp/EOYAmt0605885
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0287
IRS990/DepreciationDepletionGrp/TotalAmt0287
IRS990/Desc0EDUCATIONAL CONFERENCES TO MEET, DISCUSS, AND PROMOTE IMPROVEMENTS IN HEALTHCARE DELIVERY THROUGH INFORMATION TECHNOLOGY. 120 INDIVIDUALS ATTENDED OUR SPRING CONFERENCE, 86 INDIVIDUALS ATTENDED OUR FALL FORUM, AND OVER 13,000 INDIVIDUALS PARTICIPATED IN 80 TELECONFERENCES FROM AMONG OUR 47 MEMBER ORGANIZATIONS, 9 CORPORATE SPONSORS AND STRATEGIC PARTNERS, AND OTHER INDUSTRY LEADERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0339423
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020463
IRS990/FeesForServicesAccountingGrp/TotalAmt020463
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD C WEGMILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID C CLASSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN C HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE HECK
IRS990/Form990PartVIISectionAGrp/PersonNm5STANLEY F HUPFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT S PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM SADVARY
IRS990/Form990PartVIISectionAGrp/PersonNm8M MICHAEL SHABOT
IRS990/Form990PartVIISectionAGrp/PersonNm9BRUCE D SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH R SWEDISH
IRS990/Form990PartVIISectionAGrp/PersonNm11ANTHONY TERSIGNI
IRS990/Form990PartVIISectionAGrp/PersonNm12NICHOLAS WOLTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0120000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01127541
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt076496
IRS990/InformationTechnologyGrp/TotalAmt076496
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt011274
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011274
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0880
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0593
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02295
IRS990/LandBldgEquipCostOrOtherBssAmt03175
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IMPROVING HEALTHCARE PERFORMANCE THROUGH INFORMATION MANAGEMENT AND PROCESS IMPROVEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0797179
IRS990/NetAssetsOrFundBalancesEOYAmt0953750
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt026774
IRS990/OccupancyGrp/TotalAmt026774
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015962
IRS990/OfficeExpensesGrp/ProgramServicesAmt019044
IRS990/OfficeExpensesGrp/TotalAmt035006
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02693
IRS990/OtherAssetsTotalGrp/EOYAmt02693
IRS990/OtherExpensesGrp/Desc0CONSULTING FEES
IRS990/OtherExpensesGrp/Desc1BENCHMARKING PROG DEVELOP
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3TAX FILINGS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024531
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1481
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2180
IRS990/OtherExpensesGrp/ProgramServicesAmt0387914
IRS990/OtherExpensesGrp/ProgramServicesAmt162900
IRS990/OtherExpensesGrp/TotalAmt0412445
IRS990/OtherExpensesGrp/TotalAmt162900
IRS990/OtherExpensesGrp/TotalAmt2481
IRS990/OtherExpensesGrp/TotalAmt3180
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CONSULTING FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024680
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024680
IRS990/OtherRevenueTotalAmt024680
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022465
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033698
IRS990/OtherSalariesAndWagesGrp/TotalAmt056163
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06086
IRS990/PayrollTaxesGrp/ProgramServicesAmt09129
IRS990/PayrollTaxesGrp/TotalAmt015215
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DONALD C WEGMILLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP FEES
IRS990/ProgramServiceRevenueGrp/Desc2CONFERENCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0746048
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1315375
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0746048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1315375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230164
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 FORM. IN ADDITION, AN ELECTRONIC NEWSLETTER, THE SI INSIDER, IS DISTRIBUTED MONTHLY, FEATURING UPCOMING SI PROGRAMS, INTERVIEWS, AND REPORTS. THERE ARE APPROXIMATELY 7,000 RECIPIENTS OF THE ELECTRONIC VERSIONS OF OUR INSIDE EDGE AND VIEWPOINT PUBLICATIONS AND SI INSIDER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0193913
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0268080
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 6,000 USERS FROM OUR MEMBER ORGANIZATIONS ACCESS OUR WEBSITE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0118871
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0163403
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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0127531
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0173067
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt01775
IRS990/PYOtherExpensesAmt0793947
IRS990/PYOtherRevenueAmt010000
IRS990/PYProgramServiceRevenueAmt01010512
IRS990/PYRevenuesLessExpensesAmt047145
IRS990/PYSalariesCompEmpBnftPaidAmt0178195
IRS990/PYTotalExpensesAmt0975142
IRS990/PYTotalRevenueAmt01022287
IRS990/ReconcilationRevenueExpnssAmt0156571
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0505680
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0994850
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01256123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0746048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0674757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0669224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0620119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0595293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03305441
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011274
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01775
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03025
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020578
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04987147
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99380
IRS990ScheduleA/PublicSupportPY170Pct00.99610
IRS990ScheduleA/PublicSupportTotal170Amt03305441
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0746048
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0674757
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0669224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0620119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0595293
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03305441
IRS990ScheduleA/TotalSupportAmt03326019
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02295
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0880
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03175
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02295
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01352919
IRS990/TotalAssetsEOYAmt01559635
IRS990/TotalAssetsGrp/BOYAmt01352919
IRS990/TotalAssetsGrp/EOYAmt01559635
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0191232
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0779738
IRS990/TotalFunctionalExpensesGrp/TotalAmt0970970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0555740
IRS990/TotalLiabilitiesEOYAmt0605885
IRS990/TotalLiabilitiesGrp/BOYAmt0555740
IRS990/TotalLiabilitiesGrp/EOYAmt0605885
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0797179
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0953750
IRS990/TotalOtherProgSrvcExpenseAmt0127531
IRS990/TotalOtherProgSrvcRevenueAmt0173067
IRS990/TotalProgramServiceExpensesAmt0779738
IRS990/TotalProgramServiceRevenueAmt01091587
IRS990/TotalReportableCompFromOrgAmt0120000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01127541
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01127541
IRS990/TotalVolunteersCnt0170
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01352919
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01559635
IRS990/TravelGrp/ManagementAndGeneralAmt014003
IRS990/TravelGrp/TotalAmt014003
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0797179
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0953750
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.SCOTTSDALEINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD C WEGMILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09525455880
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTSDALE INFORMATICS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0411915862
ReturnHeader/Filer/PhoneNum09525455880
ReturnHeader/Filer/USAddress/AddressLine1Txt01660 HIGHWAY 100 SOUTH
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 306
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055416
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411681939
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSON CLOUGH & LEBLANC LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010580 WAYZATA BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNETONKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0553051525
ReturnHeader/PreparerPersonGrp/PhoneNum09525449600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH C SPELTZ
ReturnHeader/ReturnTs02015-08-12T13:51:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,559,635
Liabilities
$605,885
Net assets
$953,750
Revenue
$1,127,541
Expenses
$970,970
Net income
$156,571
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