Civic Intelligence

Institute for Podiatric Excellance and Development Inc

990EZ • Fiscal year 2017 • EIN 47-4681513

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 05, 2018

9 Bartlet Street Suite 325Andover, MA 01810

(978) 296-7634

Siviq Scores

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

Liabilities / Assets

80th percentile

0.19x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.07x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

19%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$22,750

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

98th percentile

218%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

29%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$38,474

Up $26,389 (+218%) from 2016

Net Assets

Up

$31,276

Up $19,191 (+159%) from 2016

Liabilities

Up

$7,198

Up $7,198 from 2016

Revenue

Up

$99,698

Up $22,535 (+29%) from 2016

Expenses

Up

$80,507

Up $9,373 (+13%) from 2016

Net Income

Up

$19,191

Up $13,162 (+218%) from 2016

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2016: $12,085Liabilities 2016: $0Net Assets 2016: $12,0852016Assets 2017: $38,474Liabilities 2017: $7,198Net Assets 2017: $31,2762017Assets 2018: $903Liabilities 2018: $0Net Assets 2018: $9032018Assets 2019: $1,356Liabilities 2019: $0Net Assets 2019: $1,3562019

Highlighted filing

2017

Assets$38,474
Liabilities$7,198
Net Assets$31,276

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $77,163Expenses 2016: $71,134Net Income 2016: $6,0292016Revenue 2017: $99,698Expenses 2017: $80,507Net Income 2017: $19,1912017Revenue 2018: $84,224Expenses 2018: $114,597Net Income 2018: -$30,3732018Revenue 2019: $64,977Expenses 2019: $64,524Net Income 2019: $4532019

Highlighted filing

2017

Revenue$99,698
Expenses$80,507
Net Income$19,191
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 5, 2018
Return Version
2017v2.3
Gross Receipts
$99,698
Mission and Program Overview

Mission

To bridge the gap between podiatry students, resident physicians,seasoned professionals and ancillary staff by providing a structuredforum of education, support, and mentorship relating to scientificand outcome based patient care, compliance adherence, healthcarereform, and management skills essential to succeed in the changingworld of practicing medicine.

Program Services

DescriptionGrantsExpenses
DEVELOPMENT OF WEBSITE TO HOST EDUCATIONAL VIDEOS AND LECTURE SERIES THAT CAN BE ACCESSED BY ITS MEMBERS AND VARIOUS MEETINGS DURING THE YEAR.$0$29,079
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH ANN DONAHUEExecutive DirectorFT$22,750-$22,750
HAL ORNSTEIN DPMPresident-$0--
RYAN L D'AMICO DPMTreasurer-$0--
P DAVID APPLEGATE DPMVice President-$0--
ELLEN WENZEL DPMTrustee-$0--
DR PETER N BRIELOFFTrustee-$0--
DR CRAIG B FREYTrustee-$0--
BAILEY FRUMEN LCSWTrustee-$0--
STEPHEN HARTMAN BSC PODIATRIC MTrustee-$0--
AARON ISRAEL DPMTrustee-$0--
TODD JARAMILLO DPMTrustee-$0--
DAVID KRETCH DPMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Podiatric Excellence and
EIN
47-4681513
Phone
9782967634
Address
9 BARTLET STREET SUITE 325, ANDOVER, MA 01810

Signing Officer

Name
Ruth Ann Donahue
Title
Executive Director
Phone
9782967634
Signed
2018-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Jeffrey a Paquin
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: meeting fees. Amount: 38,795.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: fees. Amount: 2,505. Description: marketing. Amount: 2,485. Description: travel. Amount: 841. Description: payroll taxes and fees. Amount: 7,317. Description: meeting expenses. Amount: 29,079. Total to form 990-ez, line 16: 42,227.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: prepaid dues. Beg. Of year amount: 0. End of year amount: 7,198.

Raw XML Appendix173 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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IRS990EZ/PrimaryExemptPurposeTxt0TO BRIDGE THE GAP BETWEEN PODIATRY STUDENTS, RESIDENT PHYSICIANS,SEASONED PROFESSIONALS AND ANCILLARY STAFF BY PROVIDING A STRUCTUREDFORUM OF EDUCATION, SUPPORT, AND MENTORSHIP RELATING TO SCIENTIFICAND OUTCOME BASED PATIENT CARE, COMPLIANCE ADHERENCE, HEALTHCAREREFORM, AND MANAGEMENT SKILLS ESSENTIAL TO SUCCEED IN THE CHANGINGWORLD OF PRACTICING MEDICINE.
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IRS990EZ/WebsiteAddressTxt0WWW.PODIATRICEXCELLENCE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING FEES. AMOUNT: 38,795.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FEES. AMOUNT: 2,505. DESCRIPTION: MARKETING. AMOUNT: 2,485. DESCRIPTION: TRAVEL. AMOUNT: 841. DESCRIPTION: PAYROLL TAXES AND FEES. AMOUNT: 7,317. DESCRIPTION: MEETING EXPENSES. AMOUNT: 29,079. TOTAL TO FORM 990-EZ, LINE 16: 42,227.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID DUES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 7,198.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH ANN DONAHUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09782967634
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR PODIATRIC EXCELLENCE AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0474681513
ReturnHeader/Filer/PhoneNum09782967634
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ReturnHeader/FilingSecurityInformation/IPTm014:17:40
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01115 WESTFORD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOWELL
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ReturnHeader/PreparerPersonGrp/PhoneNum09784522500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A PAQUIN
ReturnHeader/ReturnTs02018-10-09T11:20:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings