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Consortium for State and Regional Interoperability Association

Tax-deductible

Lavista, NE501(c)(3)Health CareEIN 85-2536888Revenue $250K in FY2024

On file with the IRSthecsri.org11412 Centennial Rd Ste 800, 68128-5547 · Lavista, NETax-exempt since May 2022Publicly supported charity — 170(b)(1)(A)(vi)

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To drive the improvement of individual and population health nationally through interoperable health data networks. Our aspirational model is a health data utility, a public-private resource that provides a source of truth for robust clinical and non-clinical data, which can be leveraged by State and other health care system stakeholders to achieve healthier communities.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $83K a year · 31% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 11.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $100K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$250K
0% vs prior year
Spent
$174K
To programs
92%
Net assets
$177K
By yearFY2020–FY2024
Revenue
$250K
FY20240%
Tap a bar for its year
Revenue by fiscal year
FY2020$300K
FY2021$300K
FY2022$250K
FY2023$250K
FY2024$250K
Expenses
$174K
FY2024▼ -12%
Tap a bar for its year
Expenses by fiscal year
FY2020$79K
FY2021$296K
FY2022$190K
FY2023$197K
FY2024$174K
Net assets
$177K
FY2024▲ +75%
Tap a bar for its year
Net assets by fiscal year
FY2020$221K
FY2021$4K
FY2022$65K
FY2023$101K
FY2024$177K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $159K Management & general 8% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
John Kansky
President/Chair
$0Pt VII · Sec A
Jaime Bland
Vice Chair/Treasurer
$0Pt VII · Sec A
Craig Behm
Secretary
$0Pt VII · Sec A
Melissa Kotrys
Board Member
$0Pt VII · Sec A
Erica Galvez
Board Member
$0Pt VII · Sec A
David Horrocks
Board Member
$0Pt VII · Sec A
See Consortium for State and Regional Interoperability Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects health data nationwide to improve individual and community well-being.

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Provided by the organization

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1 program · $159K · in their own filed words · FY2024
01

Csri exists to drive the improvement of individual and population health nationally through interoperable health data networks.

$159Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Nebraska Health Information Initiative INCFY2024$50K
Indiana Health Information Exchange INCFY2024$50K
Total grants receivedfrom 2 funders$100K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$250K
Ln 12
Gifts and grantsLn 1h$250K
Money outPt IX
$174K
Ln 25
Programscol B$159K
Managementcol C$15K
Owns and owesPt X
$177K
net assets · Ln 32
Cash and savingsLn 1–2$173K
Total assetsLn 16$180K
LiabilitiesLn 26$3K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$250K
Total revenueLn 12$250K
Assets in detailPt X, end of year
CashLn 1$173K
Cash and savings togetherLn 1–2$173K
Total assetsLn 16$180K
LiabilitiesLn 26$3K
Net assetsLn 32$177K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$164K$173K
Total assetsLn 16$164K$180K
LiabilitiesLn 26$63K$3K
Net assetsLn 32$101K$177K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$13K$13K
Other fees for servicesLn 11g$123K$123K
Advertising and promotionLn 12$24K$24K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$650$650
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$7K$7K$274
Total functional expensesLn 25$174K$159K$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $250K$174K$76K$177K 990 PDF
FY2023 $250K$197K$53K$101K 990 PDF
FY2022 $250K$190K$60K$65K 990 PDF
FY2021 $300K$296K$4K$4K 990 PDF
FY2020 $300K$79K$221K$221K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $250,000 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $250,000$250,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $250,000$250,000
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $197,315$174,188
I-18 Total expensesPrior year $197,315$174,188
I-19 Revenue less expensesPrior year $52,685$75,812
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $250,000 across 3 lines filed
VIII-1f All other contributions, gifts and grants$250,000
VIII-1h Total contributions, gifts and grants$250,000
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$250,000
Part IX · Statement of functional expenses $174,188 across 7 lines filed
IX-11c Accounting feesManagement $13,000$13,000
IX-11g Other fees for servicesPrograms $122,900$122,900
IX-12 Advertising and promotionPrograms $24,334$24,334
IX-17 TravelPrograms $4,540$4,540
IX-19 Conferences, conventions and meetingsPrograms $650$650
IX-23 InsuranceManagement $1,490$1,490
IX-24 Other expenses (24a–d)Programs $7,000 · Management $274$7,274
IX-25 Total functional expensesPrograms $159,424 · Management $14,764 · Fundraising $0$174,188
Part X · Balance sheet $180,149 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $164,338$172,894
X-9 Prepaid expenses and deferred charges$7,255
X-16 Total assetsStart of year $164,338$180,149
X-17 Accounts payable and accrued expensesStart of year $13,471$3,470
X-26 Total liabilitiesStart of year $63,471$3,470
X-32 Total net assets or fund balancesStart of year $100,867$176,679
X-33 Total liabilities and net assetsStart of year $164,338$180,149
Part XI · Reconciliation of net assets $176,679 net assets at year end
XI-1 Total revenue$250,000
XI-2 Total expenses$174,188
XI-3 Revenue less expenses$75,812
XI-4 Net assets at start of year$100,867
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$176,679

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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