Civic Intelligence

Scottsdale Informatics Institute

990 • Fiscal year 2016 • EIN 41-1915862

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

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

71st percentile

0.34x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.46x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$226,800

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

65th percentile

6.0%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,830,662

Up $103,713 (+6.0%) from 2015

Net Assets

Up

$1,217,325

Up $143,510 (+13%) from 2015

Liabilities

Down

$613,337

Down $39,797 (-6.1%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin70th percentile

Revenue

Up

$1,323,481

Up $166,661 (+14%) from 2015

Expenses

Up

$1,179,971

Up $143,216 (+14%) from 2015

Net Income

Up

$143,510

Up $23,445 (+20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2016

Assets$1,830,662
Liabilities$613,337
Net Assets$1,217,325
Open 2016 Filing

Operations Trend

Revenue Growth71st 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

2016

Revenue$1,323,481
Expenses$1,179,971
Net Income$143,510
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$1,323,481
Mission and Program Overview

Mission

Improving healthcare performance through information management and process improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,566,309$1,582,513▲ $16,204
Cash and Non-Interest-Bearing Accounts$153,160$245,340▲ $92,180
Land, Buildings, and Equipment, Net$1,659$1,143▼ $516
Total Assets$1,726,949$1,830,662▲ $103,713
Other Assets Total$5,821$1,666▼ $4,155
Liabilities
Deferred Revenue$653,134$613,337▼ $39,797
Total Liabilities$653,134$613,337▼ $39,797
Net Assets / Fund Balance
Unrestricted Net Assets$1,073,815$1,217,325▲ $143,510
Total Net Assets Fund Balance$1,073,815$1,217,325▲ $143,510
Total Liabilities and Net Assets / Fund Balance$1,726,949$1,830,662▲ $103,713

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,143$2,032$3,175
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelli WilliamsonExecutive Di-$226,800-$226,800
Shelli WilliamsonExecutive Director--$226,800$226,800
Donald C WegmillerChairmanPT$120,000-$120,000
Janet GuptillExecutive Di-$99,583-$99,583

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 InkConsulting2130 GOLDENHILL WAY, Benicia, CA 94510$110,960
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,304,954
Investment Income
$16,204
Other Revenue
$2,323
Change in Net Assets
$143,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$967,161
Salaries, Compensation, and Employee Benefits$212,560
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,000$60,000-$120,000
Information Technology$113,124$1,138-$114,262
Conferences and Meetings$110,256--$110,256
Other Salaries and Wages$44,005$32,468-$76,473
Travel-$36,922-$36,922
Fees for Services Accounting-$26,470-$26,470
Occupancy-$22,017-$22,017
Office Expenses$8,609$11,552-$20,161
Payroll Taxes$8,263$7,824-$16,087
Advertising-$7,500-$7,500
Other Expenses$65,000$1,151-$1,151
All Other Expenses-$560-$560
Depreciation Depletion-$516-$516
Grants to Domestic Orgs$250--$250
Total Functional Expenses$935,892$244,079$0$1,179,971
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 and executive director.”

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
Doing Business As
The Scottsdale Institute

Signing Officer

Name
Donald C Wegmiller
Title
Chairman
Phone
7637107089
Signed
2017-11-08

Organization Details

Principal Officer
Donald C Wegmiller
Formed
1998
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
12
Employees
3
Volunteers
202

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, identify best practices, and collaborate to improve performance.”

Raw XML AppendixShowing 400 of 451 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/OtherExpensesGrp/ManagementAndGeneralAmt11937
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21151
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IRS990/PrincipalOfficerNm0DONALD C WEGMILLER
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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, OUR SI TELEPROMPTER IS E-MAILED MONTHLY, FEATURING OUR UPCOMING TELECONFERENCES. THERE ARE APPROXIMATELY 7,400 RECIPIENTS OF THE ELECTRONIC VERSIONS OF OUR INSIDE EDGE AND VIEWPOINT PUBLICATIONS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0288334
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. APPROXIMATELY 7,400 USERS FROM OUR MEMBER ORGANIZATIONS ACCESS OUR WEBSITE. OUR USERS DOWNLOADED ALMOST 250,000 DOCUMENTS FROM OUR WEBSITE IN 2016.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0168231
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0239573
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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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0250528
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0250
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IRS990/PYSalariesCompEmpBnftPaidAmt0189868
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0976294
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016204
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01022287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0978278
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01143
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02032
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03175
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01143
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHELLI WILLIAMSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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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, 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 AND EXECUTIVE DIRECTOR.
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/TotalAssetsBOYAmt01726949
IRS990/TotalAssetsEOYAmt01830662
IRS990/TotalAssetsGrp/BOYAmt01726949
IRS990/TotalAssetsGrp/EOYAmt01830662
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt03
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0244079
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0935892
IRS990/TotalFunctionalExpensesGrp/TotalAmt01179971
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0653134
IRS990/TotalLiabilitiesEOYAmt0613337
IRS990/TotalLiabilitiesGrp/BOYAmt0653134
IRS990/TotalLiabilitiesGrp/EOYAmt0613337
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01073815
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01217325
IRS990/TotalOtherProgSrvcExpenseAmt0195461

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,830,662
Liabilities
$613,337
Net assets
$1,217,325
Revenue
$1,323,481
Expenses
$1,179,971
Net income
$143,510
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