Civic Intelligence

Interoperability Institute LLC

990 • Fiscal year 2023 • EIN 81-4835288

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 09, 2024

Organization ProfileINTEROPERABILITYINSTITUTE.ORG
120 N Washington Square Ste 316Lansing, MI 48933

(844) 454-2443

Siviq Scores

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

Liabilities / Assets

100th percentile

3.03x

Higher debt load relative to assets than 100% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.88x

Higher debt load relative to revenue than 82% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$479,932

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

3rd percentile

-27%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-27%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$2,317,137

Down $852,974 (-27%) from 2022

Net Assets

Down

-$4,693,421

Down $1,235,327 (-36%) from 2022

Liabilities

Up

$7,010,558

Up $382,353 (+5.8%) from 2022

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin17th percentile

Revenue

Down

$7,972,591

Down $3,002,385 (-27%) from 2022

Expenses

Down

$9,207,918

Down $2,067,335 (-18%) from 2022

Net Income

Down

-$1,235,327

Down $935,050 (-311%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$10M$5.0M$0-$5.0MAssets 2021: $2,532,220Liabilities 2021: $5,690,037Net Assets 2021: -$3,157,8172021Assets 2022: $3,170,111Liabilities 2022: $6,628,205Net Assets 2022: -$3,458,0942022Assets 2023: $2,317,137Liabilities 2023: $7,010,558Net Assets 2023: -$4,693,4212023Assets 2024: $946,931Liabilities 2024: $5,899,690Net Assets 2024: -$4,952,7592024

Highlighted filing

2023

Assets$2,317,137
Liabilities$7,010,558
Net Assets-$4,693,421
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2021: $11,692,223Expenses 2021: $13,051,230Net Income 2021: -$1,359,0072021Revenue 2022: $10,974,976Expenses 2022: $11,275,253Net Income 2022: -$300,2772022Revenue 2023: $7,972,591Expenses 2023: $9,207,918Net Income 2023: -$1,235,3272023Revenue 2024: $8,326,033Expenses 2024: $8,585,371Net Income 2024: -$259,3382024

Highlighted filing

2023

Revenue$7,972,591
Expenses$9,207,918
Net Income-$1,235,327
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 9, 2024
Return Version
2022v5.0
Gross Receipts
$7,972,591
Mission and Program Overview

Mission

Interoperability institute llc's ("ioi") mission is to enable organizations and communities to harness the benefits of interoperability at scale. This is achieved through next-generation workforce training, interoperability testbed standardization, and solution development focused on enabling interoperability and standards.

Interoperability institute llc's ("ioi") mission is to enable organizations and communities to harness the benefits of interoperability at scale.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,831,987$1,861,023▼ $970,964
Cash and Non-Interest-Bearing Accounts$258,952$427,623▲ $168,671
Prepaid Expenses and Deferred Charges$79,172$28,491▼ $50,681
Total Assets$3,170,111$2,317,137▼ $852,974
Liabilities
Accounts Payable and Accrued Expenses$3,836,886$4,150,541▲ $313,655
Other Liabilities$2,727,183$2,834,390▲ $107,207
Deferred Revenue$64,136$25,627▼ $38,509
Total Liabilities$6,628,205$7,010,558▲ $382,353
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-3,458,094$-4,693,421▼ $1,235,327
Total Net Assets Fund Balance$-3,458,094$-4,693,421▼ $1,235,327
Total Liabilities and Net Assets / Fund Balance$3,170,111$2,317,137▼ $852,974
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy PletcherExecutive Di--$479,932$479,932
Isabell PachecoCAOPT$211,082$55,758$266,840
Mary KratzExecutive VPFT$160,182$51,137$211,319
Timothy PletcherExecutive Director-$171,656$35,308$206,964
Nikhil AlkariSenior EnginFT$149,570$34,336$183,906
Stephanie SchultzCFO-$149,570$44,336$183,906
Joel GruenbergSnr DirectorFT$140,198$42,923$182,121
Paul HarmonSr. OperatioFT$150,198$31,923$182,121
David MeiserProduct EngiFT$151,639$29,912$181,551
Nikhil AlkariSenior Engineer-$140,639$39,912$181,551
Amresh PanjabiSnr ProductFT$146,520$33,049$179,569
Paul HarmonSr. Operations Mgr-$136,520$33,049$179,569
Larry WagenknechtTreasurer--$2,400$2,400
Helen HillDirector--$2,100$2,100

Board Members and Trustees

NameTitle
Rick WarrenBoard Chair
Michael AckermanDirector
Michelle IlitchDirector
Stan HuffDirector
David MeiserProduct Engineer
Amresh PanjabiSnr Product Engineer

Highest Paid Contractors

ContractorServicesLocationCompensation
AugustoHie Services501 W SAVIDGE ST STE B303, Spring Lake, MI 49456$2,256,820
Development Consultants IncorporatedHie Services24940 PATRICK BRUSH RUN ROAD, Marysville, OH 43040$268,297
Xzyos LLC-1015 ATLANTIC BLVD SUITE 63, Atlantic Beach, FL 32233$129,079
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,972,494
Investment Income
$97
Other Revenue
$0
Change in Net Assets
$-1,235,327

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,972,591
Total Revenue per Audited Statements
$7,972,591
Total Revenue per Form 990
$7,972,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,109,024
Other Expenses$4,098,894
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,235,986$534,337-$3,770,323
Fees for Services Other$1,933,725$24,391-$1,958,116
Other Employee Benefits$451,347$83,919-$535,266
Payroll Taxes$275,883$39,758-$315,641
Current Officers, Directors, Trustees, and Key Employees$254,998$42,438-$297,436
Pension Plan Contributions$160,514$29,844-$190,358
Information Technology$112,423$69,992-$182,415
Travel$48,248$28,070-$76,318
Other Expenses$1,100,470$44,944-$44,944
Insurance$16,689$6,173-$22,862
Fees for Services Legal-$7,043-$7,043
Office Expenses$172$578-$750
Total Functional Expenses$7,590,455$1,617,463$0$9,207,918

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,207,918
Total Expenses per Audited Statements$9,207,918
Total Expenses per Form 990$9,207,918
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payables$2,834,390
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“There is only one member of interoperability institue, llc; michigan health information network shared serices.”

Form 990, Page 6, Part VI, Line 7A

“Directors of interoperability institute, llc (ioi), are appointed by the sole member of ioi.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is shared with the board either at a regular board of directors meeting or via formal electronic communications.”

Form 990, Page 6, Part VI, Line 12C

“Concerns identified or expressed are brought to the attention of the board chair. These conflicts are managed at the chair's discretion by removal from the room, via noted abstention from the voting process. Should the chair have a conflict the vice chair would assume this role.”

Form 990, Page 6, Part VI, Line 15B

“Executive and officer compensation is paid by related organization. Key employee compensation is reviewed by the compensation committee and the board of directors and evaluated based on external reference data used in a remuneration study of similar positions. Last reviewed december 2018 by obtaining and comparing market compensation data from a leading provider of such service.”

Form 990, Page 6, Part VI, Line 19

“Requests for governing documents, conflicts of interest policy, and financial statements can come in through the official website (https://interoperabilityinstitute.org/contact/) and are tracked in the ioi help desk.”

Filing and Contact Details

Filer

Filer Name
Interoperability Institute LLC
EIN
81-4835288
Phone
8444542443
Address
120 N WASHINGTON SQUARE STE 316, LANSING, MI 48933

Signing Officer

Name
Stephanie Schultz
Title
CFO
Phone
8444542443
Signed
2024-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Pletcher
Formed
2016
Legal Domicile
De
Voting Board Members
7
Independent Board Members
4
Employees
144
Volunteers
6

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
2311 EAST BELTLINE AVE SE STE 200, GRAND RAPIDS, MI 49546
Preparer
Maggie M Tucholski
Phone
6169426440
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Interoperability institute llc's ("ioi") mission is to enable organizations and communities to harness the benefits of interoperability at scale. This is achieved through next-generation workforce training, interoperability testbed standardization, and solution development focused on enabling interoperability and standards.”

Form 990, Part IX, Line 11G

“Contract & labor services 1,933,725 24,391 0”

Form 990, Part XII

“The finance commitee reviews the audit and selection of an independent accountant. They provide a recommendation to the board of directors who approves the audit and an independent accountant.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Ioi is a not-for-profit corporation under the provisions of internal revenue code (irc) section 501(c)(3). Therefore, no provision for income taxes is reflected in the financial statements related to this entity. Net income from activities unrelated to the entity's tax-exempt purposes is subject to taxation as unrelated business income. Taxes on unrelated business income are not material to the financial statements. As of september 30, 2023 and 2022, iois' unrecognized tax benefits were not significant. There were no significant penalties or interest recognized during the year or accrued at year-end. Generally, tax years from 2019 through the current year remain open to examination. Management does not believe that the results from any examination of these open years would have a material adverse effect on the organization.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IOI IS A NOT-FOR-PROFIT CORPORATION UNDER THE PROVISIONS OF INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS RELATED TO THIS ENTITY. NET INCOME FROM ACTIVITIES UNRELATED TO THE ENTITY'S TAX-EXEMPT PURPOSES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TAXES ON UNRELATED BUSINESS INCOME ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS. AS OF SEPTEMBER 30, 2023 AND 2022, IOIS' UNRECOGNIZED TAX BENEFITS WERE NOT SIGNIFICANT. THERE WERE NO SIGNIFICANT PENALTIES OR INTEREST RECOGNIZED DURING THE YEAR OR ACCRUED AT YEAR-END. GENERALLY, TAX YEARS FROM 2019 THROUGH THE CURRENT YEAR REMAIN OPEN TO EXAMINATION. MANAGEMENT DOES NOT BELIEVE THAT THE RESULTS FROM ANY EXAMINATION OF THESE OPEN YEARS WOULD HAVE A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,317,137
Liabilities
$7,010,558
Net assets
-$4,693,421
Revenue
$7,972,591
Expenses
$9,207,918
Net income
-$1,235,327
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$5.90$4.95$8.33$8.59$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.32$7.01$4.69$7.97$9.21$1.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$6.63$3.46$11.0$11.3$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$5.69$3.16$11.7$13.1$1.36