Civic Intelligence

Dartnet Institute

990 • Fiscal year 2015 • EIN 45-3988852

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 13, 2016

12635 East Montview BlvdAurora, CO 80045-2527

(800) 434-0278

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.40x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

85th percentile

$89,805

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$282,105

Down $49,484 (-15%) from 2014

Net Assets

Up

$366

Up $21,276 (+102%) from 2014

Liabilities

Down

$281,739

Down $70,760 (-20%) from 2014

Revenue

Up

$697,239

Up $74,397 (+12%) from 2014

Expenses

Up

$675,963

Up $12,096 (+1.8%) from 2014

Net Income

Up

$21,276

Up $62,301 (+152%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2013: $53,115Liabilities 2013: $33,000Net Assets 2013: $20,1152013Assets 2014: $331,589Liabilities 2014: $352,499Net Assets 2014: -$20,9102014Assets 2015: $282,105Liabilities 2015: $281,739Net Assets 2015: $3662015Assets 2016: $912,764Liabilities 2016: $675,499Net Assets 2016: $237,2652016Assets 2017: $830,126Liabilities 2017: $431,965Net Assets 2017: $398,1612017Assets 2018: $970,765Liabilities 2018: $660,163Net Assets 2018: $310,6022018Assets 2019: $766,202Liabilities 2019: $533,126Net Assets 2019: $233,0762019Assets 2020: $785,064Liabilities 2020: $678,789Net Assets 2020: $106,2752020Assets 2021: $747,450Liabilities 2021: $546,484Net Assets 2021: $200,9662021Assets 2022: $481,297Liabilities 2022: $192,171Net Assets 2022: $289,1262022Assets 2023: $848,089Liabilities 2023: $483,126Net Assets 2023: $364,9632023Assets 2024: $1,741,208Liabilities 2024: $1,125,900Net Assets 2024: $615,3082024

Highlighted filing

2015

Assets$282,105
Liabilities$281,739
Net Assets$366

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $68,362Expenses 2013: $57,184Net Income 2013: $11,1782013Revenue 2014: $622,842Expenses 2014: $663,867Net Income 2014: -$41,0252014Revenue 2015: $697,239Expenses 2015: $675,963Net Income 2015: $21,2762015Revenue 2016: $1,562,838Expenses 2016: $1,336,622Net Income 2016: $226,2162016Revenue 2017: $2,275,523Expenses 2017: $2,075,652Net Income 2017: $199,8712017Revenue 2018: $1,848,022Expenses 2018: $1,935,581Net Income 2018: -$87,5592018Revenue 2019: $1,630,228Expenses 2019: $1,707,754Net Income 2019: -$77,5262019Revenue 2020: $1,406,506Expenses 2020: $1,608,791Net Income 2020: -$202,2852020Revenue 2021: $1,545,362Expenses 2021: $1,444,661Net Income 2021: $100,7012021Revenue 2022: $1,779,903Expenses 2022: $1,691,743Net Income 2022: $88,1602022Revenue 2023: $2,332,299Expenses 2023: $2,256,462Net Income 2023: $75,8372023Revenue 2024: $4,688,642Expenses 2024: $4,438,297Net Income 2024: $250,3452024

Highlighted filing

2015

Revenue$697,239
Expenses$675,963
Net Income$21,276
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 13, 2016
Return Version
2014v6.0
Gross Receipts
$697,239
Mission and Program Overview

Mission

To transform multi-sourced data into standardized, actionable health information that supports patient care, quality improvement, patient safety and health improvement, and collaborative learning and research.

To transform multi-sourced data into standardized, actionable health information that supports patient care, quality improvement, collaborative learning and research through a number of distinct programs and activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$141,675$142,430▲ $755
Cash and Non-Interest-Bearing Accounts$163,014$84,128▼ $78,886
Prepaid Expenses and Deferred Charges$20,995$37,947▲ $16,952
Land, Buildings, and Equipment, Net$5,905$17,200▲ $11,295
Total Assets$331,589$282,105▼ $49,484
Other Assets Total-$400-
Liabilities
Accounts Payable and Accrued Expenses$177,430$215,541▲ $38,111
Deferred Revenue$175,069$66,198▼ $108,871
Total Liabilities$352,499$281,739▼ $70,760
Net Assets / Fund Balance
Unrestricted Net Assets$-20,910$366▲ $21,276
Total Net Assets Fund Balance$-20,910$366▲ $21,276
Total Liabilities and Net Assets / Fund Balance$331,589$282,105▼ $49,484

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,200$2,708$19,908
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah GrahamChief Operating OfficerPT$78,768$11,037$89,805
Wilson Pace MdChief Executive OfficerPT$14,082-$14,082
Chester Fox Md FaafpTreasurer-$7,500-$7,500
John T LynchDirectorsecretary-$4,500-$4,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$258,445
Program Service Revenue
$438,134
Investment Income
$197
Other Revenue
$463
All Other Contributions
$239,150
Change in Net Assets
$21,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$675,963
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$282,861$220,357-$503,218
Royalties$45,691--$45,691
Fees for Services Accounting-$41,989-$41,989
Information Technology$31,466$5,889-$37,355
Insurance-$9,881-$9,881
Occupancy$133$9,257-$9,390
Travel-$3,437-$3,437
Office Expenses$1,770$1,504-$3,274
Depreciation Depletion-$1,938-$1,938
Fees for Services Legal$1,120$512-$1,632
Other Expenses$17,438$710-$710
Total Functional Expenses$380,479$295,484$0$675,963
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Before the Form 990 is filed,company management distributes the Form 990 to the Board of Directors for their review.

Conflict of interest policy compliance Part VI line 12C

The conflict of interest form is given to each board member and member of management annually to disclose any and all conflicts of interest. These forms are then gathered and reviewed.

Governing documents etc available to public Part VI line 19

The organization upon request will make available the conflict of interest policy and the whiste blower policy.

Filing and Contact Details

Filer

Filer Name
Dartnet Institute
EIN
45-3988852
Address
12635 EAST MONTVIEW BLVD, Aurora, CO 80045-2527

Signing Officer

Name
Deborah Graham
Title
Chief Operating
Phone
8004340278
Signed
2016-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Graham
Formed
2011
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Linda M Nelson
Address
8515 Gillette Street, Lenexa, KS 66215
Preparer
Linda M Nelson
Phone
9134866616
Supplemental Narrative

Additional Explanations

Significant program services not listed on prior year return Part III line 2

Management has elected to clarify its program activities by segregating them into several distinct program activity descriptions herein. All of these services were performed by the organization in the prior year and each of these program activites realizes its mission to transform multi- sourced data into standardized actionable health information to support patient care, quality improvement, collaborative learning and research.

List of other fees for services expenses Part IX line 11G

Outside contract services - programs $282,861Outside contract services- managememt & general $220,357

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IRS990/ProgramServiceRevenueGrp/Desc2Software installations
IRS990/ProgramServiceRevenueGrp/Desc3MedSoftware subscribers
IRS990/ProgramServiceRevenueGrp/Desc4Med practice reporting
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033580
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt135509
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212219
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt382374
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4274452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033580
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212219
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt382374
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4274452
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTING RESEARCHERS THROUGH MANAGING DATA FROM MULTIPLE ELECTRONIC HEALTH RECORDS (EHR) SOURCES AS WELL AS USING THE ETL( EXTRACTION/TRANSFORM/LOAD SOFTWARE TO OBTAIN DATA FOR RESEARCH ACTIVITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0128358
IRS990/ProgSrvcAccomActy2Grp/GrantAmt097446
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt039610
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING QUALITY PERFORMANCE REPORTING FOR MEANINGFUL USE PUBLIC HEALTH REGISTRIES AS WELL AS SPECIFIC RESEARCH PROJECTS TO PROVIDE DETAILS AND CUSTOMIZABLE FEEDBACK REPORTS TO PRARTICIPATING CLINICAL SITES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0103407
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0276562
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MERGING AND FULLY DE-IDENTIFYING SELECTED DATA SETS FOR SECONDARY ANALYSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03340
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt019690
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0554365
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0663867
IRS990/PYOtherRevenueAmt03985
IRS990/PYProgramServiceRevenueAmt064492
IRS990/PYRevenuesLessExpensesAmt0-41025
IRS990/PYTotalExpensesAmt0663867
IRS990/PYTotalRevenueAmt0622842
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt021276
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0102932
IRS990/RoyaltiesGrp/ProgramServicesAmt045691
IRS990/RoyaltiesGrp/TotalAmt045691
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0307295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0554365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0904673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0197
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0197
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0495775
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0463
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0463
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0904673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0307295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0554365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016650
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0904673
IRS990ScheduleA/TotalSupportAmt0905333
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt017200
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02708
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019908
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017200
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Before the Form 990 is filed,company management distributes the Form 990 to the Board of Directors for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest form is given to each board member and member of management annually to disclose any and all conflicts of interest. These forms are then gathered and reviewed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization upon request will make available the conflict of interest policy and the whiste blower policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT HAS ELECTED TO CLARIFY ITS PROGRAM ACTIVITIES BY SEGREGATING THEM INTO SEVERAL DISTINCT PROGRAM ACTIVITY DESCRIPTIONS HEREIN. ALL OF THESE SERVICES WERE PERFORMED BY THE ORGANIZATION IN THE PRIOR YEAR AND EACH OF THESE PROGRAM ACTIVITES REALIZES ITS MISSION TO TRANSFORM MULTI- SOURCED DATA INTO STANDARDIZED ACTIONABLE HEALTH INFORMATION TO SUPPORT PATIENT CARE, QUALITY IMPROVEMENT, COLLABORATIVE LEARNING AND RESEARCH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Outside contract services - programs $282,861Outside contract services- managememt & general $220,357
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Significant program services not listed on prior year return Part III line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0331589
IRS990/TotalAssetsEOYAmt0282105
IRS990/TotalAssetsGrp/BOYAmt0331589
IRS990/TotalAssetsGrp/EOYAmt0282105
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0258445
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0295484
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0380479
IRS990/TotalFunctionalExpensesGrp/TotalAmt0675963
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0352499
IRS990/TotalLiabilitiesEOYAmt0281739
IRS990/TotalLiabilitiesGrp/BOYAmt0352499
IRS990/TotalLiabilitiesGrp/EOYAmt0281739
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-20910
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0366
IRS990/TotalOtherCompensationAmt011037
IRS990/TotalOtherProgSrvcExpenseAmt03340
IRS990/TotalOtherProgSrvcRevenueAmt019690
IRS990/TotalProgramServiceExpensesAmt0380479
IRS990/TotalProgramServiceRevenueAmt0438134
IRS990/TotalReportableCompFromOrgAmt0104850
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0438794
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0697239
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0331589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0282105
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03437
IRS990/TravelGrp/TotalAmt03437
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-20910
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0366
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.DARTNET.INFO

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