Civic Intelligence

Patient Centered Education and Research Inc

990EZ • Fiscal year 2016 • EIN 71-0943993

Jan 01, 2016 to Dec 31, 2016 • Filed on May 30, 2017

Organization ProfileWWW.PC-HEART.ORG
5005 South 900 East Ste 120Salt Lake City, UT 84107

(801) 519-9389

Siviq Scores

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

Liabilities / Assets

91st percentile

0.63x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

3.99x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1824%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$56,671

Down $4,061 (-6.7%) from 2015

Net Assets

Up

$21,188

Up $4,804 (+29%) from 2015

Liabilities

Down

$35,483

Down $8,865 (-20%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin93rd percentile

Revenue

Up

$8,887

Up $8,425 (+1824%) from 2015

Expenses

Up

$4,083

Up $364 (+9.8%) from 2015

Net Income

Up

$4,804

Up $8,061 (+247%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$100K$50K$0Assets 2010: $49,392Liabilities 2010: $46,669Net Assets 2010: $2,7232010Assets 2011: $94,794Liabilities 2011: $44,557Net Assets 2011: $50,2372011Assets 2012: $68,843Liabilities 2012: $44,557Net Assets 2012: $24,2862012Assets 2013: $68,869Liabilities 2013: $44,580Net Assets 2013: $24,2892013Assets 2014: $63,989Liabilities 2014: $44,348Net Assets 2014: $19,6412014Assets 2015: $60,732Liabilities 2015: $44,348Net Assets 2015: $16,3842015Assets 2016: $56,671Liabilities 2016: $35,483Net Assets 2016: $21,1882016Assets 2017: $53,480Liabilities 2017: $26,613Net Assets 2017: $26,8672017

Highlighted filing

2016

Assets$56,671
Liabilities$35,483
Net Assets$21,188
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2010: $36,450Expenses 2010: $36,055Net Income 2010: $3952010Revenue 2011: $61,113Expenses 2011: $13,599Net Income 2011: $47,5142011Revenue 2012: $3,319Expenses 2012: $30,009Net Income 2012: -$26,6902012Revenue 2013: $7,071Expenses 2013: $6,328Net Income 2013: $7432013Revenue 2014: $7,756Expenses 2014: $12,404Net Income 2014: -$4,6482014Revenue 2015: $462Expenses 2015: $3,719Net Income 2015: -$3,2572015Revenue 2016: $8,887Expenses 2016: $4,083Net Income 2016: $4,8042016Revenue 2017: $8,891Expenses 2017: $3,212Net Income 2017: $5,6792017

Highlighted filing

2016

Revenue$8,887
Expenses$4,083
Net Income$4,804
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 30, 2017
Return Version
2016v3.0
Gross Receipts
$8,887
Mission and Program Overview

Mission

Conduct scientific research

Program Services

DescriptionGrantsExpenses
MAINTAIN WEBSITE FOR EDUCATION TO CLINICIANS AND PERSONS WITH LIFE LIMITING ILLNESS-$757
DISTRIBUTE DECISION AIDS FOR PATIENTS WITH HEART FAILURE-$505
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH J GOODLIN MDPresidentPT$0--
R WILLIAM MACKIESecretaryPT$0--
BRENDAN GARLINGHOUSETreasurerPT$0--
LESLIE FRANCISDirectorPT$0--
SAM DAVISDirectorPT$0--
MICHELLE ANDERSONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Patient-centered Educational
EIN
71-0943993
Phone
8015199389
Address
5005 SOUTH 900 EAST STE 120, SALT LAKE CITY, UT 84107

Signing Officer

Name
Sarah Goodlin
Title
Executive Director
Signed
2017-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Curtis L Nygren CPA Pc
Address
11975 BLUFF VIEW DRIVE, SANDY, UT 84092-5914
Preparer
Curtis L Nygren CPA
Phone
8015232736
Supplemental Narrative

Additional Explanations

Part I Line 16 - Other Expenses

“Internet/program expenses $1,262 office supplies/expense $706 prior period $1,830”

Part II Line 24 - Other Assets

“Capital equipment net book value $51”

Raw XML Appendix158 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SARAH GOODLIN
IRS990EZ/BooksInCareOfDetail/PhoneNum08012444992
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05005 SOUTH 900 EAST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060681
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056620
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04804
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0285
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056671
IRS990EZ/GrossReceiptsAmt08887
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021188
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021188
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt56
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH J GOODLIN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1R WILLIAM MACKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDAN GARLINGHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LESLIE FRANCIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SAM DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt051
IRS990EZ/OtherAssetsTotalDetail/EOYAmt051
IRS990EZ/OtherExpensesTotalAmt03798
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCT SCIENTIFIC RESEARCH
IRS990EZ/ProgramServiceRevenueAmt08871
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN WEBSITE FOR EDUCATION TO CLINICIANS AND PERSONS WITH LIFE LIMITING ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISTRIBUTE DECISION AIDS FOR PATIENTS WITH HEART FAILURE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0757
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1505
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt044348
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035483
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04083
IRS990EZ/TotalProgramServiceExpensesAmt01262
IRS990EZ/TotalRevenueAmt08887
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PC-HEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027301
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0194
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0194
IRS990ScheduleA/InvestmentIncomeCYPct00.00710
IRS990ScheduleA/InvestmentIncomePYPct00.00710
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99290
IRS990ScheduleA/PublicSupportPY509Pct00.99290
IRS990ScheduleA/PublicSupportTotal509Amt027301
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03239
IRS990ScheduleA/Total509Grp/TotalAmt027301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03319
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTERNET/PROGRAM EXPENSES $1,262 OFFICE SUPPLIES/EXPENSE $706 PRIOR PERIOD $1,830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAPITAL EQUIPMENT NET BOOK VALUE $51
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II LINE 24 - OTHER ASSETS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH GOODLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATIENT-CENTERED EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& RESEARCH
ReturnHeader/Filer/BusinessNameControlTxt0PATI
ReturnHeader/Filer/EIN0710943993
ReturnHeader/Filer/PhoneNum08015199389
ReturnHeader/Filer/USAddress/AddressLine1Txt05005 SOUTH 900 EAST STE 120
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0557F6D38F750C1C24EB211A6A4C9581D62D44291
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0557F6D38F750C1C24EB211A6A4C9581D62D44291
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08719862017114g001060
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.35.227.236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870576076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CURTIS L NYGREN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011975 BLUFF VIEW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840925914
ReturnHeader/PreparerPersonGrp/PhoneNum08015232736
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS L NYGREN CPA
ReturnHeader/ReturnTs02017-05-30T10:33:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$56,671
Liabilities
$35,483
Net assets
$21,188
Revenue
$8,887
Expenses
$4,083
Net income
$4,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.5$26.6$26.9$8.89$3.21$5.68
2016Detailed filing. Detailed filing data is available for this year.$56.7$35.5$21.2$8.89$4.08$4.80
2015Detailed filing. Detailed filing data is available for this year.$60.7$44.3$16.4$0.46$3.72$3.26
2014Detailed filing. Detailed filing data is available for this year.$64.0$44.3$19.6$7.76$12.4$4.65
2013Detailed filing. Detailed filing data is available for this year.$68.9$44.6$24.3$7.07$6.33$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$44.6$24.3$3.32$30.0$26.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.8$44.6$50.2$61.1$13.6$47.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.4$46.7$2.72$36.5$36.1$0.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits