Civic Intelligence

Cardiometabolic Center Alliance Inc

EIN 85-0768692 • 501(c)3 • Kansas City, MO

Profile

CARDIOMETABOLIC CENTER ALLIANCE was formed on March 17, 2020 to further development of treatment for cardiometabolic disease which can generally be described as a cluster of interrelated risk factors, including hypertension, elevated fasting blood sugar, dyslipidemia, abdominal obesity and elevated triglycerides, which can lead to heart disease and type 2 diabetes.

901 E 104th StKansas City, MO 64131

www.saintlukeskc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.57x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.94x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

100th percentile

$1,506,825

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 68.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

10th percentile

-20%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

42%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$3,629,772

Down $881,003 (-20%) from 2022

Liabilities

Down

$2,052,314

Down $989,968 (-33%) from 2022

Net Assets

Up

$1,577,458

Up $108,965 (+7.4%) from 2022

Revenue

Up

$2,189,495

Up $650,362 (+42%) from 2022

Expenses

Up

$2,189,495

Up $650,360 (+42%) from 2022

Net Income

Up

$0

Up $2 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2020: $3,648,580Liabilities 2020: $3,648,580Net Assets 2020: $02020Assets 2021: $4,173,912Liabilities 2021: $3,572,863Net Assets 2021: $601,0492021Assets 2022: $4,510,775Liabilities 2022: $3,042,282Net Assets 2022: $1,468,4932022Assets 2023: $3,629,772Liabilities 2023: $2,052,314Net Assets 2023: $1,577,4582023

Highlighted filing

2023

Assets$3,629,772
Liabilities$2,052,314
Net Assets$1,577,458

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $706,848Expenses 2020: $706,848Net Income 2020: $02020Revenue 2021: $1,248,336Expenses 2021: $1,248,336Net Income 2021: $02021Revenue 2022: $1,539,133Expenses 2022: $1,539,135Net Income 2022: -$22022Revenue 2023: $2,189,495Expenses 2023: $2,189,495Net Income 2023: $02023

Highlighted filing

2023

Revenue$2,189,495
Expenses$2,189,495
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$2,189,495
Mission and Program Overview

Mission

CARDIOMETABOLIC CENTER ALLIANCE was formed on March 17, 2020, to further development of treatment for cardiometabolic disease, which can generally be described as a cluster of interrelated risk factors, including hypertension, elevated fasting blood sugar, dyslipidemia, abdominal obesity and elevated triglycerides, which can lead to heart disease and type 2 diabetes.

Further Development of Treatment for Cardiometabolic Disease

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,665,801$3,402,387▼ $263,414
Pledges and Grants Receivable$336,867$0▼ $336,867
Land, Buildings, and Equipment, Net$88,043$54,647▼ $33,396
Accounts Receivable$391,900$40,000▼ $351,900
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities-$0-
Pd in Cap Srpls Land Bldg Eqp Fund-$0-
Rtn Earn Endowment Incm Other Fnds-$0-
Cap Stk Tr Prin Current Funds-$0-
Intangible Assets-$0-
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,510,775$3,629,772▼ $881,003
Other Assets Total$28,164$132,738▲ $104,574
Liabilities
Deferred Revenue$2,890,932$1,786,141▼ $1,104,791
Other Liabilities$61,744$157,394▲ $95,650
Accounts Payable and Accrued Expenses$89,606$108,779▲ $19,173
Grants Payable-$0-
Mortgage Notes Payable Secured by Investment Property-$0-
Unsecured Notes Loans Payable-$0-
Escrow Account Liability-$0-
Tax Exempt Bond Liabilities-$0-
Total Liabilities$3,042,282$2,052,314▼ $989,968
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,468,493$1,577,458▲ $108,965
Net Assets Without Donor Restrictions-$0-
Total Net Assets Fund Balance$1,468,493$1,577,458▲ $108,965
Total Liabilities and Net Assets / Fund Balance$4,510,775$3,629,772▼ $881,003

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$112,489$112,489
Equipment$54,647$50,011$104,658

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,468,493$792,446-$683,481$1,577,458
2022$601,049$1,261,930-$394,486$1,468,493
2021$0$601,049--$601,049
2020$0---$0
2019$0---$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Program DirectorFT$128,558$32,340$160,898
-Project ManagerFT$122,597$36,143$158,740

Board Members and Trustees

NameTitle
-Chair-director
-CFO, Treas-DIRECTOR
-Chief Executive Officer AND DIRECTOR
-Director
-Executive Director
-Secretary-director
-Assistant Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Axene Health Partners LLCConsulting Services24630 Washington Ave, STE 203, Murrieta, CA 92562$174,720
Revenue and Support

Revenue Composition

Contributions and Grants
$1,921,606
Program Service Revenue
$267,889
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,921,606
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,317,855
Other Expenses$871,640
Total Fundraising Expense$69,949
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$940,299$122,918$46,296$1,109,513
Fees for Services Other$180,064$0$0$180,064
Other Employee Benefits$92,707$12,456$4,679$109,842
Information Technology$102,495--$102,495
Travel$85,976--$85,976
Occupancy$68,219$6,585$2,474$77,278
Payroll Taxes$55,395$7,443$2,796$65,634
Fees for Services Accounting-$55,048-$55,048
Depreciation Depletion$29,481$2,846$1,069$33,396
Pension Plan Contributions$27,739$3,727$1,400$32,866
Fees for Services Legal-$29,119-$29,119
Office Expenses$11,019$2,687$556$14,262
Conferences and Meetings$11,040--$11,040
Insurance-$10,708-$10,708
Other Expenses$2,207$28,431$10,679$2,207
Total Functional Expenses$1,837,578$281,968$69,949$2,189,495
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Lease Obligation$131,433
Payable to Affiliates$25,961
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

SOME OF OUR DIRECTORS AND EMPLOYED OFFICERS ARE DIRECTORS/OFFICERS/EMPLOYEES OF OUR AFFILIATED 501C3 ORGS. - Business relationship

Form 990, Part VI, Line 6 Classes of members or stockholders

The sole corporate member is saint luke's health system, a 501(c)(3) organization.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

The governing body is elected by the sole corporate member.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

The sole member has specified reserve powers over major decisions such as amendments to articles and bylaws, appointment & removal of directors and the executive director, debt, budgets, capital expenditures, policies applicable to the organization, and strategic operating decisions. As part of an integrated health system, the sole member also provides various management and support functions to the organization.

Form 990, Part VI, Line 11B Review of form 990 by governing body

THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CFO OR CEO BEFORE FILING. A draft of the Form 990 was provided to the BJC Health System Board and members of the BJC Audit and Community Benefit Committees. THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS.

Form 990, Part VI, Line 12C Conflict of interest policy

The organization has a comprehensive written conflict of interest policy applicable to all directors, officers, and employees. Any actual, possible or perceived conflict of interest is expected to be handled through full and timely disclosure of any such interest, together with absence of persuasion in any discussion and in any vote wherein the interest is involved. Disclosure is to be made when the interest arises, at any time the interest becomes a matter of governing board action, and then annually through completion of a conflict of interest questionnaire. A report is provided to the audit committee of the system board of directors.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's articles of incorporation and amendments thereto are available to the public through the mo secretary of state. The organization is included within the consolidated financial statements of saint luke's health system inc that are attached to this return. The organization's other governing documents and conflicts of interest policy are not made available to the public.

Form 990, Part VII, Section A, Line 1A, Column (E) DIRECTOR AND RELATED ORGANIZATION COMPENSATION

Jan murray, allison trimble, marsha weaver, and bethany austin did not receive compensation for duties as a director or officer of the filing organization but received compensation from related organizations for services rendered to the related organizations. Jani johnson, amy nachtigal, and mikhail kosiborod received compensation from a related organization for services rendered to the filing organization and the related organization.

Filing and Contact Details

Filer

Filer Name
Cardiometabolic Center Alliance Inc
EIN
85-0768692
Phone
8169322000
Address
901 E 104th St, Kansas City, MO 64131

Signing Officer

Name
Amy Nachtigal
Title
CFO/Director
Phone
8169323318
Signed
2024-11-15

Organization Details

Formed
2020
Legal Domicile
Mo
Voting Board Members
13
Independent Board Members
7
Employees
8
Volunteers
13
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1A NUMBER REPORTED IN BOX 3 OF FORM 1096

The organization is part of saint luke's health system, an integrated health system. The organization's vendors are paid through a centralized payment system with 1099s issued by the centralized service entity.

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Change in Restricted Net Assets for books - 108965;

Financial Statement Notes

Schedule D, Part XI PART XI AND XII

The organization's financial statements are included in the consolidated audit of saint luke's health system.

Schedule D, Part V, Line 4 Intended uses of endowment funds

The intended use of endowment funds includes but is not limited to medical research and general operations of the organization.

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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/Form990PartVIISectionAGrp/TitleTxt0CFO, Treas-DIRECTOR
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IRS990/MissionDesc0CARDIOMETABOLIC CENTER ALLIANCE was formed on March 17, 2020 to further development of treatment for cardiometabolic disease which can generally be described as a cluster of interrelated risk factors, including hypertension, elevated fasting blood sugar, dyslipidemia, abdominal obesity and elevated triglycerides, which can lead to heart disease and type 2 diabetes.
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