Civic Intelligence

Scottsdale Informatics Institute

990 • Fiscal year 2018 • EIN 41-1915862

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

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

74th percentile

0.34x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.53x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$315,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,626,235

Up $403,910 (+18%) from 2017

Net Assets

Up

$1,725,149

Up $339,069 (+24%) from 2017

Liabilities

Up

$901,086

Up $64,841 (+7.8%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin78th percentile

Revenue

Up

$1,685,640

Up $216,725 (+15%) from 2017

Expenses

Up

$1,346,571

Up $46,411 (+3.6%) from 2017

Net Income

Up

$339,069

Up $170,314 (+101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2018

Assets$2,626,235
Liabilities$901,086
Net Assets$1,725,149
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$1,685,640
Expenses$1,346,571
Net Income$339,069
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Gross Receipts
$1,685,640
Mission and Program Overview

Mission

Improving healthcare performance through information management and process improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,899,919$2,523,699▲ $623,780
Cash and Non-Interest-Bearing Accounts$320,740$100,870▼ $219,870
Total Assets$2,222,325$2,626,235▲ $403,910
Other Assets Total$1,666$1,666→ $0
Liabilities
Deferred Revenue$836,245$901,086▲ $64,841
Total Liabilities$836,245$901,086▲ $64,841
Net Assets / Fund Balance
Unrestricted Net Assets$1,386,080$1,725,149▲ $339,069
Total Net Assets Fund Balance$1,386,080$1,725,149▲ $339,069
Total Liabilities and Net Assets / Fund Balance$2,222,325$2,626,235▲ $403,910
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Janet GuptillExecutive Di-$315,000$315,000
Janet GuptillExecutive Director-$315,000$315,000
Donald C WegmillerChairmanPT$120,000$120,000

Board Members and Trustees

NameTitle
Anthony TersigniDirector
Bruce D SmithDirector
David C ClassenDirector
David CampbellDirector
Ferdinand VelascoDirector
Joseph R SwedishDirector
Laura S KaiserDirector
M Michael ShabotDirector
Nicholas WolterDirector
PATRICK O'HAREDirector
Scott WeingartenDirector
Stephen C HansonDirector
Tom SadvaryDirector
Wright LassiterDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,661,859
Investment Income
$23,781
Other Revenue
$0
Change in Net Assets
$339,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,118,555
Salaries, Compensation, and Employee Benefits$227,766
Grants and Similar Amounts Paid$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$148,110--$148,110
Information Technology$119,696$8,597-$128,293
Current Officers, Directors, Trustees, and Key Employees$60,000$60,000-$120,000
Other Salaries and Wages$51,355$39,358-$90,713
Travel-$34,036-$34,036
Fees for Services Accounting-$33,299-$33,299
Office Expenses$11,305$16,767-$28,072
Occupancy-$21,400-$21,400
Payroll Taxes$8,783$8,270-$17,053
Other Expenses$73,000$722-$722
All Other Expenses-$632-$632
Advertising-$625-$625
Grants to Domestic Orgs$250--$250
Total Functional Expenses$1,085,925$260,646$0$1,346,571
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
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
2019-05-02

Organization Details

Principal Officer
Donald C Wegmiller
Formed
1998
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
14
Employees
3
Volunteers
308

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.”

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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/ProgramServiceRevenueGrp/TotalRevenueColumnAmt280000
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 WERE OVER 11,000 RECIPIENTS OF THE ELECTRONIC VERSIONS OF OUR INSIDE EDGE AND VIEWPOINT PUBLICATIONS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0316508
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 11,000 USERS FROM OUR MEMBER ORGANIZATIONS ACCESSED OUR WEBSITE. OUR USERS DOWNLOADED OVER 210,000 DOCUMENTS FROM OUR WEBSITE IN 2018.
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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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IRS990/PYSalariesCompEmpBnftPaidAmt0224687
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IRS990/PYTotalRevenueAmt01468915
IRS990/ReconcilationRevenueExpnssAmt0339069
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IRS990/ReportOtherAssetsInd0false
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IRS990/RevenueAmt0691888
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01146634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01116267
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011274
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt078851
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023781
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017406
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010186
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt078851
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IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/PublicSupportCY509Pct00.98830
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01468915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01323481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01156820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01127541
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06762397
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0315000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JANET GUPTILL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0315000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01085925
IRS990/TotalFunctionalExpensesGrp/TotalAmt01346571
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt0901086
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01386080
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IRS990/TotalOtherProgSrvcExpenseAmt0277211
IRS990/TotalOtherProgSrvcRevenueAmt0345408
IRS990/TotalProgramServiceExpensesAmt01085925
IRS990/TotalProgramServiceRevenueAmt01661859
IRS990/TotalReportableCompFromOrgAmt0435000
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01685640
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IRS990/TravelGrp/TotalAmt034036
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01386080
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01725149

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,626,235
Liabilities
$901,086
Net assets
$1,725,149
Revenue
$1,685,640
Expenses
$1,346,571
Net income
$339,069
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