Civic Intelligence

Project for Healthcare Integration Inc

EIN 47-1127663 • 501(c)6 • Mc Lean, VA

Profile

PHI is organized to improve integration of healthcare around the world.

1420 Spring Hill RoadMc Lean, VA 22101

www.careintegration.org

Siviq Scores

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Balance Sheet

Assets

Up

$40,736

Up $30,338 (+292%) from 2015

Liabilities

Up

$1,117

Up $1,117 from 2015

Net Assets

Up

$39,619

Up $29,221 (+281%) from 2015

Operations

Revenue

Up

$230,196

Up $3,750 (+1.7%) from 2015

Expenses

Down

$200,975

Down $43,322 (-18%) from 2015

Net Income

Up

$29,221

Up $47,072 (+264%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2015: $10,398Liabilities 2015: $0Net Assets 2015: $10,3982015Assets 2016: $40,736Liabilities 2016: $1,117Net Assets 2016: $39,6192016

Highlighted filing

2016

Assets$40,736
Liabilities$1,117
Net Assets$39,619
Open 2016 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $226,446Expenses 2015: $244,297Net Income 2015: -$17,8512015Revenue 2016: $230,196Expenses 2016: $200,975Net Income 2016: $29,2212016

Highlighted filing

2016

Revenue$230,196
Expenses$200,975
Net Income$29,221
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$40,736
Liabilities
$1,117
Net assets
$39,619
Revenue
$230,196
Expenses
$200,975
Net income
$29,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$2.30$2.01$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$2.26$2.44$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Gross Receipts
$230,196
Mission and Program Overview

Mission

PHI is organized to improve integration of healthcare around the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$10,398$40,736▲ $30,338
Total Assets$10,398$40,736▲ $30,338
Liabilities
Accounts Payable and Accrued Expenses-$1,117-
Total Liabilities$0$1,117▲ $1,117
Net Assets / Fund Balance
Unrestricted Net Assets$10,398$39,619▲ $29,221
Total Net Assets Fund Balance$10,398$39,619▲ $29,221
Total Liabilities and Net Assets / Fund Balance$10,398$40,736▲ $30,338
Compensation and Service Providers

Board Members and Trustees

NameTitle
William WaltersChairman Board Of Directors
Christopher CareyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$215,000
Program Service Revenue
$15,196
Investment Income
$0
Other Revenue
$0
All Other Contributions
$215,000
Change in Net Assets
$29,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,975
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 Management-$72,625-$72,625
Conferences and Meetings$64,524--$64,524
Occupancy-$54,496-$54,496
Office Expenses-$9,204-$9,204
Other Expenses-$25-$25
Total Functional Expenses$64,524$136,451$0$200,975
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
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
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
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

“A copy of the return was provided to governing body for review.”

Conflict of interest policy compliance Part VI line 12C

“A policy is in place to monitor and enforce compliance.”

Governing documents etc available to public Part VI line 19

“Documents are made available to general public.”

Filing and Contact Details

Filer

Filer Name
Project for Healthcare Integration Inc
EIN
47-1127663
Address
1420 Spring Hill Road, Mc Lean, VA 22101

Signing Officer

Name
William Walters
Title
President
Phone
7034425300
Signed
2017-04-26
Discuss with paid preparer
No

Organization Details

Principal Officer
William Walters
Formed
2015
Legal Domicile
Va
Voting Board Members
3
Independent Board Members
3
Employees
1

Preparer

Firm
Monarch CPA Services LLC
Address
15744 Crabbs Branch, Derwood, MD 20855
Preparer
Cara Mongelli
Phone
3014172744
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Opening cash balance to begin activities.”

Raw XML Appendix255 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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