Civic Intelligence

Scottsdale Informatics Institute

990 • Fiscal year 2015 • EIN 41-1915862

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization ProfileWWW.SCOTTSDALEINSTITUTE.ORG
7767 Elm Creek Blvd N Suite 208Maple Grove, MN 55369

(763) 710-7089

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.38x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.56x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$120,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

2.6%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,726,949

Up $167,314 (+11%) from 2014

Net Assets

Up

$1,073,815

Up $120,065 (+13%) from 2014

Liabilities

Up

$653,134

Up $47,249 (+7.8%) from 2014

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin68th percentile

Revenue

Up

$1,156,820

Up $29,279 (+2.6%) from 2014

Expenses

Up

$1,036,755

Up $65,785 (+6.8%) from 2014

Net Income

Down

$120,065

Down $36,506 (-23%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2015

Assets$1,726,949
Liabilities$653,134
Net Assets$1,073,815
Open 2015 Filing

Operations Trend

Revenue Growth48th 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

2015

Revenue$1,156,820
Expenses$1,036,755
Net Income$120,065
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$1,156,820
Mission and Program Overview

Mission

Improving healthcare performance through information management and process improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,256,123$1,566,309▲ $310,186
Cash and Non-Interest-Bearing Accounts$298,524$153,160▼ $145,364
Land, Buildings, and Equipment, Net$2,295$1,659▼ $636
Total Assets$1,559,635$1,726,949▲ $167,314
Other Assets Total$2,693$5,821▲ $3,128
Liabilities
Deferred Revenue$605,885$653,134▲ $47,249
Total Liabilities$605,885$653,134▲ $47,249
Net Assets / Fund Balance
Unrestricted Net Assets$953,750$1,073,815▲ $120,065
Total Net Assets Fund Balance$953,750$1,073,815▲ $120,065
Total Liabilities and Net Assets / Fund Balance$1,559,635$1,726,949▲ $167,314

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,659$1,516$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
Laura S KaiserDirector
M Michael ShabotDirector
Nicholas WolterDirector
Scott WeingartenDirector
Stephen C HansonDirector
Steven HeckDirector
Tom SadvaryDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Appleby InkSi Programs668 IRVING PARK 3, Chicago, IL 60613$226,800
-Consulting2130 GOLDENHILL WAY, Benicia, CA 94510$105,960
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,135,050
Investment Income
$10,186
Other Revenue
$11,584
Change in Net Assets
$120,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$846,637
Salaries, Compensation, and Employee Benefits$189,868
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$131,560--$131,560
Current Officers, Directors, Trustees, and Key Employees$60,000$60,000-$120,000
Information Technology$76,496--$76,496
Other Salaries and Wages$33,048$22,032-$55,080
Occupancy-$25,089-$25,089
Office Expenses$9,445$14,285-$23,730
Fees for Services Accounting-$22,391-$22,391
Travel-$17,110-$17,110
Payroll Taxes$8,873$5,915-$14,788
Advertising-$1,040-$1,040
Depreciation Depletion-$636-$636
Grants to Domestic Orgs$250--$250
Other Expenses$60,500$160-$160
Total Functional Expenses$835,584$201,171$0$1,036,755
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
7637107089
Address
7767 ELM CREEK BLVD N SUITE 208, MAPLE GROVE, MN 55369

Signing Officer

Name
Donald C Wegmiller
Title
Chairman
Phone
7637107089
Signed
2016-08-12

Organization Details

Principal Officer
Donald C Wegmiller
Formed
1998
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
12
Employees
2
Volunteers
206

Preparer

Firm
Olson Clough & Leblanc Ltd
Address
10580 WAYZATA BLVD STE 200, MINNETONKA, MN 55305-1525
Preparer
Michael P Amberson
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, indentify best practices, and collaborate to improve performance.”

Raw XML AppendixShowing 400 of 419 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 FORM. IN ADDITION, AN ELECTRONIC NEWSLETTER, THE SI INSIDER, IS DISTRIBUTED MONTHLY, FEATURING UPCOMING SI PROGRAMS, INTERVIEWS AND REPORTS. THERE ARE APPROXIMATELY 6,800 RECIPIENTS OF THE ELECTRONIC VERSIONS OF OUR INSIDE EDGE AND VIEWPOINT PUBLICATIONS, AND SI INSIDER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0193368
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0257890
IRS990/ProgSrvcAccomActy3Grp/Desc0A WEBSITE THAT PROVIDES INFORMATION ON OUR ACTIVITIES 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 6,800 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, INDENTIFY BEST PRACTICES, AND COLLABORATE TO IMPROVE PERFORMANCE.
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01566309
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0CONSULTING INCOME 10,000 MISCELLANEOUS INCOME 1,584
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0674757
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01984
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05226432
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01659
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01516
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03175
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01659
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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, INDENTIFY 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.
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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/UnrelatedBusIncmOverLimitInd0false
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
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IRS990/WebsiteAddressTxt0WWW.SCOTTSDALEINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD C WEGMILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07637107089
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTSDALE INFORMATICS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0411915862

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,726,949
Liabilities
$653,134
Net assets
$1,073,815
Revenue
$1,156,820
Expenses
$1,036,755
Net income
$120,065
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