Civic Intelligence

Healthcare Industry Users Group

990 • Fiscal year 2013 • EIN 75-3099664

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 06, 2014

975 East Third StreetGilbert, AZ 37403

(603) 653-1606

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

61st percentile

6.2%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

25th percentile

-7.2%

Faster revenue growth than 25% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Assets

Up

$493,211

Up $28,677 (+6.2%) from 2012

Net Assets

Up

$488,211

Up $33,725 (+7.4%) from 2012

Liabilities

Down

$5,000

Down $5,048 (-50%) from 2012

Revenue

$529,232

No earlier filing loaded for comparison.

Expenses

Up

$495,507

Up $67,092 (+16%) from 2012

Net Income

$33,725

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $464,534Liabilities 2012: $10,048Net Assets 2012: $454,4862012Assets 2013: $493,211Liabilities 2013: $5,000Net Assets 2013: $488,2112013Assets 2015: $613,404Liabilities 2015: $4,889Net Assets 2015: $608,5152015Assets 2017: $739,021Liabilities 2017: $710Net Assets 2017: $738,3112017Assets 2018: $643,624Liabilities 2018: $2,200Net Assets 2018: $641,4242018Assets 2019: $638,704Liabilities 2019: $1,350Net Assets 2019: $637,3542019Assets 2020: $428,129Liabilities 2020: $0Net Assets 2020: $428,1292020Assets 2021: $477,936Liabilities 2021: $0Net Assets 2021: $477,9362021

Highlighted filing

2013

Assets$493,211
Liabilities$5,000
Net Assets$488,211

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $428,4152012Revenue 2013: $529,232Expenses 2013: $495,507Net Income 2013: $33,7252013Revenue 2015: $765,276Expenses 2015: $692,551Net Income 2015: $72,7252015Revenue 2017: $696,869Expenses 2017: $668,217Net Income 2017: $28,6522017Revenue 2018: $581,418Expenses 2018: $678,305Net Income 2018: -$96,8872018Revenue 2019: $650,536Expenses 2019: $654,606Net Income 2019: -$4,0702019Revenue 2020: $173,424Expenses 2020: $382,649Net Income 2020: -$209,2252020Revenue 2021: $255,674Expenses 2021: $205,867Net Income 2021: $49,8072021

Highlighted filing

2013

Revenue$529,232
Expenses$495,507
Net Income$33,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 6, 2014
Return Version
2013v3.0
Gross Receipts
$529,232
Mission and Program Overview

Mission

The mission of the healthcare industry user group (hiug) is to advance the goals and interests of healthcare organizations and similarly aligned entities by enhancing the effective and efficient use of oracle applications. The hiug will provide mechanisms for networking, sharing and exchanging experiences; advocate to oracle on areas of common interest; and educate its members about oracle applications.

To promote, educate and support the healthcare industry users of oracle software.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$380,099$432,342▲ $52,243
Cash and Non-Interest-Bearing Accounts$83,958$60,392▼ $23,566
Prepaid Expenses and Deferred Charges$477$477→ $0
Total Assets$464,534$493,211▲ $28,677
Liabilities
Accounts Payable and Accrued Expenses$10,048$5,000▼ $5,048
Total Liabilities$10,048$5,000▼ $5,048
Net Assets / Fund Balance
Unrestricted Net Assets$454,486$488,211▲ $33,725
Total Net Assets Fund Balance$454,486$488,211▲ $33,725
Total Liabilities and Net Assets / Fund Balance$464,534$493,211▲ $28,677
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maureen StuartBi-pillar Chair
Bernadette DorrisEvent Chair
Cathy BoulayFinancials Pillar Co-chair
Wendy SaxeFinancials Pillar Co-chair
Allison FilipponeHcm Pillar Co-chair
Mark WallaceHcm Pillar Co-chair
Sadia ArnoldInterim Bil Pillar Co-chair
Tyronne MitchellInterim Bil Pillar Co-chair
Ravi InagantiMember Chair
Kim MaddenScm Pillar Co-chair
Wendy PlanteScm Pillar Co-chair
Madhu NarneTechnology Pillar Co-chair
Svetlana SlavovaTechnology Pillar Co-chair
Joy McintoshPresident
Deb HetrickVice President
Trudy MelzerTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$528,659
Investment Income
$573
Other Revenue
$0
Change in Net Assets
$33,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$495,507
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
All Other Expenses$50,483$3,652-$54,135
Conferences and Meetings$43,875$7,563-$51,438
Other Expenses$29,360--$29,360
Fees for Services Other$1,670$21,000-$22,670
Travel$8,950$1,704-$10,654
Office Expenses$10,280$53-$10,333
Fees for Services Accounting-$1,750-$1,750
Total Functional Expenses$459,785$35,722$0$495,507
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
Lobbying 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
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, Part VI, Section B, Line 11

The treasurer of the organization receives the form 990 from the outside accountant. The treasurer then reviews and submits to the board of directors for their questions and any possible changes that need to be made to the return. Upon approval, the return is filed.

Form 990, Part VI, Section B, Line 12C

Annually the board of directors discuss possible conflicts of interest and resolve any potential conflicts that might arise.

Form 990, Part VI, Section C, Line 19

The organization provides governing documents and its conflict of interest policy upon written or email request.

Filing and Contact Details

Filer

EIN
75-3099664
Phone
6036531606

Signing Officer

Name
Trudy Melzer
Title
Treasurer
Phone
6036531606
Signed
2014-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trudy Melzer
Formed
2011
Legal Domicile
Az
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Entertainment: program service expenses 20,254. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,254. Bank fees and other: program service expenses 6,182. Management and general expenses 3,652. Fundraising expenses 0. Total expenses 9,834. Credit card fees for conference: program service expenses 9,425. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,425. Show management: program service expenses 6,045. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,045. Conference gifts: program service expenses 4,606. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,606. Preconference events: program service expenses 3,971. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,971.

Raw XML AppendixShowing 400 of 405 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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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611420
IRS990/ProgramServiceRevenueGrp/Desc0ORACLE USER CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0528659
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0528659
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0583
IRS990/PYOtherExpensesAmt0428415
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0639122
IRS990/PYRevenuesLessExpensesAmt0211290
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0428415
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0639705
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt033725
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0528659
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0380099
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0432342
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0573
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0583
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0288
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0528659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0639122
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0429697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01597478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0583
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01444
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01597478
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0528659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0639122
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0429697
IRS990ScheduleA/Total509Grp/TotalAmt01597478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0529232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0639705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0429985
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01598922
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION RECEIVES THE FORM 990 FROM THE OUTSIDE ACCOUNTANT. THE TREASURER THEN REVIEWS AND SUBMITS TO THE BOARD OF DIRECTORS FOR THEIR QUESTIONS AND ANY POSSIBLE CHANGES THAT NEED TO BE MADE TO THE RETURN. UPON APPROVAL, THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE BOARD OF DIRECTORS DISCUSS POSSIBLE CONFLICTS OF INTEREST AND RESOLVE ANY POTENTIAL CONFLICTS THAT MIGHT ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY UPON WRITTEN OR EMAIL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENTERTAINMENT: PROGRAM SERVICE EXPENSES 20,254. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,254. BANK FEES AND OTHER: PROGRAM SERVICE EXPENSES 6,182. MANAGEMENT AND GENERAL EXPENSES 3,652. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,834. CREDIT CARD FEES FOR CONFERENCE: PROGRAM SERVICE EXPENSES 9,425. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,425. SHOW MANAGEMENT: PROGRAM SERVICE EXPENSES 6,045. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,045. CONFERENCE GIFTS: PROGRAM SERVICE EXPENSES 4,606. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,606. PRECONFERENCE EVENTS: PROGRAM SERVICE EXPENSES 3,971. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,971.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0464534
IRS990/TotalAssetsEOYAmt0493211
IRS990/TotalAssetsGrp/BOYAmt0464534
IRS990/TotalAssetsGrp/EOYAmt0493211
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035722
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0459785
IRS990/TotalFunctionalExpensesGrp/TotalAmt0495507
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010048
IRS990/TotalLiabilitiesEOYAmt05000
IRS990/TotalLiabilitiesGrp/BOYAmt010048
IRS990/TotalLiabilitiesGrp/EOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0454486
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0488211
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0459785
IRS990/TotalProgramServiceRevenueAmt0528659
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0528659
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0529232
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0464534
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0493211
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01704
IRS990/TravelGrp/ProgramServicesAmt08950
IRS990/TravelGrp/TotalAmt010654
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0454486
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0488211
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10975 EAST THIRD STREET
IRS990/USAddress/City0CHATTANOOGA
IRS990/USAddress/State0TN
IRS990/USAddress/ZIPCode037403
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0HIUG.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUDY MELZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06036531606
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10HEALTHCARE INDUSTRY USERS GROUP
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0753099664
ReturnHeader/Filer/PhoneNum06036531606
ReturnHeader/Filer/USAddress/AddressLine10975 EAST THIRD STREET
ReturnHeader/Filer/USAddress/City0CHATTANOOGA
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860133881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HENRY & HORNE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102055 E WARNER ROAD SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085284
ReturnHeader/PreparerPersonGrp/PhoneNum04808394900
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COLETTE KAMPS CPA

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