Civic Intelligence

Patient Centered Education and Research Inc

990EZ • Fiscal year 2017 • EIN 71-0943993

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 01, 2018

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

89th percentile

0.50x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

2.99x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.6%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$53,480

Down $3,191 (-5.6%) from 2016

Net Assets

Up

$26,867

Up $5,679 (+27%) from 2016

Liabilities

Down

$26,613

Down $8,870 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin94th percentile

Revenue

Up

$8,891

Up $4 (+0.0%) from 2016

Expenses

Down

$3,212

Down $871 (-21%) from 2016

Net Income

Up

$5,679

Up $875 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$53,480
Liabilities$26,613
Net Assets$26,867
Open 2017 Filing

Operations Trend

Revenue Growth48th 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

2017

Revenue$8,891
Expenses$3,212
Net Income$5,679
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 1, 2018
Return Version
2017v2.2
Gross Receipts
$8,891
Mission and Program Overview

Mission

Conduct scientific research

Program Services

DescriptionGrantsExpenses
DISTRIBUTE DECISION AIDS FOR PATIENTS WITH HEART FAILURE-$1,391
MAINTAIN WEBSITE FOR EDUCATION TO CLINICIANS AND PERSONS WITH LIFE LIMITING ILLNESS-$404
Compensation and Service Providers
Top Officer Pay76th 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
2018-06-01
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

“Communication $1,391 software $304 license $20 meetings $38 website $60 reconciliation $664”

Raw XML Appendix155 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/AddressLine1Txt03408 SW CAROLINA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097239
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056620
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053429
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0735
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056671
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053480
IRS990EZ/GrossReceiptsAmt08891
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021188
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026867
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021188
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026867
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
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/OtherExpensesTotalAmt02477
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/ProgramServiceExpensesAmt0404
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11391
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035483
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026613
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03212
IRS990EZ/TotalProgramServiceExpensesAmt01795
IRS990EZ/TotalRevenueAmt08891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PC-HEART.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032933
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.00410
IRS990ScheduleA/InvestmentIncomePYPct00.00710
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99290
IRS990ScheduleA/PublicSupportTotal509Amt032933
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07037
IRS990ScheduleA/Total509Grp/TotalAmt032933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07071
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNICATION $1,391 SOFTWARE $304 LICENSE $20 MEETINGS $38 WEBSITE $60 RECONCILIATION $664
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I - LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH GOODLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-01
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/FederalOriginalSubmissionId08719862018135h001060
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.130.221.38
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/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS L NYGREN CPA
ReturnHeader/ReturnTs02018-06-01T09:14:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,480
Liabilities
$26,613
Net assets
$26,867
Revenue
$8,891
Expenses
$3,212
Net income
$5,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$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