Civic Intelligence

Healthcare Industry Users Group

990 • Fiscal year 2015 • EIN 75-3099664

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 14, 2016

1201 S Alma School Rd No 11100Mesa, AZ 85210

(602) 734-5349

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

65th percentile

9.5%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$613,404

Up $148,870 (+32%) from 2012

Net Assets

Up

$608,515

Up $154,029 (+34%) from 2012

Liabilities

Down

$4,889

Down $5,159 (-51%) from 2012

Revenue

$765,276

No earlier filing loaded for comparison.

Expenses

Up

$692,551

Up $264,136 (+62%) from 2012

Net Income

$72,725

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 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

2015

Assets$613,404
Liabilities$4,889
Net Assets$608,515

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $428,4152012Revenue 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

2015

Revenue$765,276
Expenses$692,551
Net Income$72,725
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 14, 2016
Return Version
2015v2.1
Gross Receipts
$765,276
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$463,424$428,156▼ $35,268
Cash and Non-Interest-Bearing Accounts$71,389$184,288▲ $112,899
Accounts Receivable$500$500→ $0
Prepaid Expenses and Deferred Charges$477--
Total Assets$535,790$613,404▲ $77,614
Other Assets Total$0$460▲ $460
Liabilities
Accounts Payable and Accrued Expenses-$4,889-
Total Liabilities$0$4,889▲ $4,889
Net Assets / Fund Balance
Unrestricted Net Assets$535,790$608,515▲ $72,725
Total Net Assets Fund Balance$535,790$608,515▲ $72,725
Total Liabilities and Net Assets / Fund Balance$535,790$613,404▲ $77,614
Compensation and Service Providers

Board Members and Trustees

NameTitle
April HurlessBi-pillar Chair
Bernadette DorrisEvent Chair
Valerie TruellFinancials Pillar Co-chair
Wendy SaxeFinancials Pillar Co-chair
Mark WallaceHcm Pillar Co-chair
Trudy MelzerMembership Chair
Courtney HolgateScm Pillar Co-chair
Jennifer HeyScm Pillar Co-chair
Madhu NarneTechnology Pillar Co-chair
Svetlana SlavovaTechnology Pillar Co-chair
Joy McintoshCurrent Past President
Deb HetrickPresident
Ravi InagantiVice President
Mary KilmerOracle Liaison
Cathy BoulayTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$764,737
Investment Income
$539
Other Revenue
$0
Change in Net Assets
$72,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$692,551
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
Fees for Services Other$126,278$85,551-$211,829
Conferences and Meetings$20,334$4,892-$25,226
Office Expenses$15,464$9,560-$25,024
Other Expenses$17,675--$17,675
All Other Expenses$13,715$133-$13,848
Fees for Services Accounting-$4,150-$4,150
Travel$2,216$1,507-$3,723
Insurance$360--$360
Total Functional Expenses$586,758$105,793$0$692,551
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 A, Line 6

Hiug membrship is free and open to all employees of healthcare organizations that are using oracle enterprise products.

Form 990, Part VI, Section A, Line 7A

The members vote on the board of directors.

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. Board members are also required to sign a conflict of interest disclosure each year.

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

Filer Name
Healthcare Industry Users Group
EIN
75-3099664
Phone
6027345349
Address
1201 S ALMA SCHOOL RD NO 11100, MESA, AZ 85210

Signing Officer

Name
Catherine Boulay
Title
Treasurer
Phone
6027345349
Signed
2016-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Boulay
Formed
2011
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
17

Preparer

Firm
Henry & Horne Llp
Address
2055 E WARNER ROAD SUITE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professoinal fees : program service expenses 5,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,500. Conference management : program service expenses 33,218. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,218. Conference services : program service expenses 87,560. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,560. Administrative services : program service expenses 0. Management and general expenses 85,551. Fundraising expenses 0. Total expenses 85,551.

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IRS990/MissionDesc0THE 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. THE HIUG IS PROUD TO REPRESENT OVER 250 ORGANIZATIONS AND 4,300 MEMBERS.
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IRS990/ProgramServiceRevenueGrp/Desc0ORACLE USER CONFERENCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0764737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0764737
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0604
IRS990/PYOtherExpensesAmt0480042
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0573810
IRS990/PYRevenuesLessExpensesAmt094372
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0480042
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0574414
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt072725
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0764737
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0463424
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0428156
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0539
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0604
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0573
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0583
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0288
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02587
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0764737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0573810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0528659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0602329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0429697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02899232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0539
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0583
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02587
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02899232
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0764737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0573810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0528659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0602329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0429697
IRS990ScheduleA/Total509Grp/TotalAmt02899232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0765276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0574414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0529232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0602912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0429985
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02901819
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HIUG MEMBRSHIP IS FREE AND OPEN TO ALL EMPLOYEES OF HEALTHCARE ORGANIZATIONS THAT ARE USING ORACLE ENTERPRISE PRODUCTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS VOTE ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3ANNUALLY THE BOARD OF DIRECTORS DISCUSS POSSIBLE CONFLICTS OF INTEREST AND RESOLVE ANY POTENTIAL CONFLICTS THAT MIGHT ARISE. BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY UPON WRITTEN OR EMAIL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER PROFESSOINAL FEES : PROGRAM SERVICE EXPENSES 5,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,500. CONFERENCE MANAGEMENT : PROGRAM SERVICE EXPENSES 33,218. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,218. CONFERENCE SERVICES : PROGRAM SERVICE EXPENSES 87,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,560. ADMINISTRATIVE SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 85,551. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,551.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0535790
IRS990/TotalAssetsEOYAmt0613404
IRS990/TotalAssetsGrp/BOYAmt0535790
IRS990/TotalAssetsGrp/EOYAmt0613404
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0105793
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0586758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0692551
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt04889
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04889
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0535790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0608515
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0586758
IRS990/TotalProgramServiceRevenueAmt0764737
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0539
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0764737
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0765276
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0535790
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0613404
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01507
IRS990/TravelGrp/ProgramServicesAmt02216
IRS990/TravelGrp/TotalAmt03723
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0535790
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0608515
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01201 S ALMA SCHOOL RD NO 11100
IRS990/USAddress/CityNm0MESA
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085210
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0HIUG.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE BOULAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06027345349
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHCARE INDUSTRY USERS GROUP
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0753099664
ReturnHeader/Filer/PhoneNum06027345349

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