Civic Intelligence

Patient Centered Education and Research Inc

990EZ • Fiscal year 2014 • EIN 71-0943993

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 04, 2015

Organization ProfileWWW.PC-HEART.ORG
5005 South 900 East Ste 120Salt Lake City, UT 84117

(801) 519-9389

Siviq Scores

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

Liabilities / Assets

91st percentile

0.69x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

5.72x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-60%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

32nd percentile

-7.1%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

9.7%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$63,989

Down $4,880 (-7.1%) from 2013

Net Assets

Down

$19,641

Down $4,648 (-19%) from 2013

Liabilities

Down

$44,348

Down $232 (-0.5%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin7th percentile

Revenue

Up

$7,756

Up $685 (+9.7%) from 2013

Expenses

Up

$12,404

Up $6,076 (+96%) from 2013

Net Income

Down

-$4,648

Down $5,391 (-726%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2014

Assets$63,989
Liabilities$44,348
Net Assets$19,641
Open 2014 Filing

Operations Trend

Revenue Growth62nd 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

2014

Revenue$7,756
Expenses$12,404
Net Income-$4,648
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 4, 2015
Return Version
2014v5.0
Gross Receipts
$7,756
Mission and Program Overview

Mission

Conduct scientific research

Program Services

DescriptionGrantsExpenses
MAINTAIN WEBSITE TO AID INDIVIDUALS WITH LIFE LIMITING ILLNESS$7,526$6,116
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH J GOODLIN MDPresidentPT$0--
R WILLIAM MACKIESecretary-$0--
BRENDAN GARLINGHOUSETreasurer-$0--
LESLIE FRANCISDirector-$0--
SAM DAVISDirector-$0--
MICHELLE ANDERSONDirector-$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 84117

Signing Officer

Name
Sarah J Goodlin
Title
President
Signed
2015-06-04
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 163 Other Expenses

“Meetings meals office supplies telephone”

Part III - Line 24 Other Assets

“Net book value of equipment”

Part II - Line 26 Total Liabilities

“Unearned program revenues”

Raw XML Appendix139 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/BOYAmt068818
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063938
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07726
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4648
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011372
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068869
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063989
IRS990EZ/GrossReceiptsAmt07756
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024289
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024289
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
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/OtherExpensesTotalAmt01032
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCT SCIENTIFIC RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN WEBSITE TO AID INDIVIDUALS WITH LIFE LIMITING ILLNESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07526
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06116
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt044580
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt044348
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012404
IRS990EZ/TotalProgramServiceExpensesAmt06116
IRS990EZ/TotalRevenueAmt07756
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PC-HEART.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0109086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt093
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0281
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99740
IRS990ScheduleA/PublicSupportPY170Pct00.99740
IRS990ScheduleA/PublicSupportTotal170Amt0109086
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07726
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt058754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032330
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0109086
IRS990ScheduleA/TotalSupportAmt0109367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS MEALS OFFICE SUPPLIES TELEPHONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NET BOOK VALUE OF EQUIPMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNEARNED PROGRAM REVENUES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I - LINE 163 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III - LINE 24 OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II - LINE 26 TOTAL LIABILITIES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH J GOODLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-04
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/ZIPCd084117
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/PreparationDt02015-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS L NYGREN CPA
ReturnHeader/ReturnTs02015-06-04T11:11:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,989
Liabilities
$44,348
Net assets
$19,641
Revenue
$7,756
Expenses
$12,404
Net income
-$4,648
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