SCOTTSDALE INFORMATICS INSTITUTE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

JANET GUPTILL

Phone

7637107089

Tax Period

2024-01-01 to 2024-12-31

SCOTTSDALE INFORMATICS INSTITUTE, founded in 1998, is a community nonprofit in the Religion sector that reported $2.6M in total revenue in fiscal year 2024.

Mission

IMPROVING HEALTHCARE PERFOMANCE THROUGH INFORMATION MANAGEMENT AND PROCESS IMPROVEMENT.

Program Service Accomplishments

Program 1

Expenses: $996,617 Revenue: $1,017,043

EDUCATIONAL OPPORTUNITIES INCLUDING IN-PERSON AND VIRTUAL CONFERENCES, SUMMITS, DIALOGUE CALLS, AND AFFINITY GROUP COLLABORATION SITES TO MEET, DISCUSS AND PROMOTE IMPROVEMENTS IN HEALTHCARE DELIVERY THROUGH INFORMATION TECHNOLOGY. 875 INDIVIDUALS ATTENDED 34 DIALOGUE CALLS; 398 INDIVIDUALS ATTENDED THE TEN IN-PERSON SUMMITS, ANNUAL CONFERENCE, AND SITE-VISITS WE ORGANIZED; AND ALMOST 13,000 INDIVIDUALS PARTICIPATED IN 83 TELECONFERENCES FROM AMONG OUR 62 MEMBER ORGANIZATIONS, 17 CORPORATE SPONSORS AND 3 STRATEGIC PARTNERS, AND OTHER INDUSTRY LEADERS.

Program 2

Expenses: $704,924 Revenue: $719,372

SEVERAL PUBLICATIONS, THE INSIDE EDGE REPORT, THE CIO OUTLOOK, AND THE CEO VIEWPOINT, FEATURING CRITICAL HEALTHCARE INFORMATION TECHNOLOGY TOPICS AND LEADING EXECUTIVES, ARE PUBLISHED THROUGHOUT THE YEAR AND DISTRIBUTED IN ELECTRONIC FORM. IN ADDITION, CONFERENCE SUMMARIES, ROUNDTABLE REPORTS, AND SUMMIT WHITE PAPERS ARE ALSO PUBLISHED, OUR MONTHLY WEBINAR DISGEST FEATURES OUR UPCOMING WEBINARS. THERE WERE ALMOST 18,000 RECIPIENTS OF THE ELECTRONIC VERSION OF OUR PUBLICATIONS.

Program 3

Expenses: $413,232 Revenue: $421,701

ORGANIZE COLLABORATIVE STUDIES TO BRING TOGETHER MEMBERS TO EXAMINE TOPICS RELEVANT TO HEALTHCARE INFORMATION TECHNOLOGY. WE GATHER DATA FROM HEALTHCARE ORGANIZATIONS REGARDING INFORMATION TECHNOLOGY STRUCTURE AND COSTS. THIS DATA WILL BE USED TO COMPARE ORGANIZATIONS, IDENTIFY BEST PRACTICES, AND COLLABORATE TO IMPROVE PERFORMANCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,672,341

Program Service Revenue $808,252

Investment Income $102,146

Other Revenue $0

TOTAL REVENUE $2,582,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $697,588

Fundraising Expenses $0

Program Expenses $2,430,774

Other Expenses $1,985,157

TOTAL EXPENSES $2,682,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,582,739	$2,441,508	+0.1%
Expenses	$2,682,745	$2,501,512	+0.1%
Net Income	$-100,006	$-60,004	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$607,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET GUPTILL	PRESIDENT AND CEO	40.00	Officer	$430,000	$0	$430,000
DONALD WEGMILLER	CHAIRMAN	30.00	Officer	$117,500	$0	$117,500
TOM SADVARY	VICE CHAIRMAN	10.00	Officer	$60,000	$0	$60,000
PATRICK OHARE	DIRECTOR	0.00	Officer	$0	$0	$0
MICHAEL SHABOT	DIRECTOR	0.00	Officer	$0	$0	$0
JOHN GLASER	DIRECTOR	0.00	Officer	$0	$0	$0
LAURA KAISER	DIRECTOR	0.00	Officer	$0	$0	$0
HOWARD KERN	DIRECTOR	0.00	Officer	$0	$0	$0
WRIGHT LASSITER	DIRECTOR	0.00	Officer	$0	$0	$0
THOMAS PRISELAC	DIRECTOR	0.00	Officer	$0	$0	$0
NANCY HOWELL AGEE	DIRECTOR	0.00	Officer	$0	$0	$0
JOHN HALAMKA	DIRECTOR	0.00	Officer	$0	$0	$0
FERDINAND VELASCO	DIRECTOR	0.00	Officer	$0	$0	$0
SCOTT WEINGARTEN	DIRECTOR	0.00	Officer	$0	$0	$0
JASON JOSEPH	DIRECTOR	0.00	Officer	$0	$0	$0
ROY HAWKINS	DIRECTOR	0.00	Officer	$0	$0	$0
DAVID CLASSEN	DIRECTOR	0.00	Officer	$0	$0	$0
JP GALLAGHER	DIRECTOR	0.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,582,739	$2,682,745	$2,713,245	$-100,006
2023	$2,441,508	$2,501,512	$2,614,240	$-60,004
2022	$2,033,778	$2,316,555	$2,639,107	$-282,777
2021	$1,836,741	$1,871,923	$2,927,709	$-35,182
2020	$1,818,130	$1,717,277	$2,973,041	$100,853
2019	$1,835,221	$1,524,770	$2,903,292	$310,451
2018	$1,685,640	$1,346,571	$2,626,235	$339,069