2026-06-15T10:39:45-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 453988852 DARTNET INSTITUTE DART 8169359919 12635 EAST MONTVIEW BLVD SUITE 129 AURORA CO 80045 JAMES KEENEY CFO 8169359919 2026-06-12 1 0 DANIELLE NIHILL P01350943 7819821001 2026-06-12 2024 2025-03-06 01:10:19Z JOHN TURNER WHITE IV 12635 EAST MONTVIEW BLVD SUITE 129 AURORA CO 80045 6709923 0 X DARTNETINSTITUTE.ORG X 2011 MO TO TRANSFORM MULTI-SOURCED DATA INTO STANDARDIZED, ACTIONABLE HEALTH INFORMATION THAT SUPPORTS PATIENT CARE, QUALITY IMPROVEMENT, PATIENT SAFETY AND HEALTH IMPROVEMENT, AND COLLABORATIVE LEARNING AND RESEARCH. 5 4 43 4 0 0 4552996 6564677 135646 145246 0 0 0 0 4688642 6709923 0 0 0 0 2485488 3827311 0 0 0 1952809 3352055 4438297 7179366 250345 -469443 1741208 1657036 1125900 1700104 615308 -43068 TO TRANSFORM MULTI-SOURCED DATA INTO STANDARDIZED, ACTIONABLE HEALTH INFORMATION THAT SUPPORTS PATIENT CARE, QUALITY IMPROVEMENT, PATIENT SAFETY, HEALTH IMPROVEMENT, AND COLLABORATIVE LEARNING AND RESEARCH. 0 0 4896223 0 54139 DARTNET'S MISSION IS TO GENERATE AND SHARE KNOWLEDGE THAT IMPROVES THE HEALTH AND HEALTHCARE OF ALL PEOPLE. DARTNET'S CONDUCTS RESEARCH WITH A FOCUS ON PRIMARY CARE OFFERED TO PATIENTS IN THE UNITED STATES AND RESEARCH TO SUPPORT HEALTH SERVICES, HEALTH CARE AND QUALITY IMPROVEMENT RELATED TO THE REUSE OF EXISTING ELECTRONIC HEALTH DATA AS WELL AS GUIDED DATA COLLECTION WITHIN AMBULATORY PRACTICES THAT SUPPLEMENTS EXISTING DATA. THE GOAL OF DARTNET'S RESEARCH ACTIVITIES IS TO IMPROVE THE PRACTICE OF MEDICINE IN THE US IN ORDER TO IMPROVE THE HEALTH OF ALL PATIENTS. 72476 0 91107 THE PRACTICE PERFORMANCE REGISTRY (PPR) COMPILES AND PROCESSES EHR DATA IN ORDER TO PRESENT HEALTH DATA IN A MANNER THAT ALLOWS CLINICAL ORGANIZATIONS AND PRACTICES TO COMPARE PERFORMANCE METRICS WITH PEERS IN THE APPLICATION OF EVIDENCE BASED PATIENT CARE. 4968699 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CO X JAMES KEENEY 8004340278 12635 EAST MONTVIEW BLVD STE 129 AURORA CO 80045 CHRISTINA HESTER VP OF RESEARCH 40.00 X 189123 0 25634 WILSON PACE CHIEF MEDICAL OFFICER 32.00 X 164026 0 14607 NATABHONA MABACHI DIRECTOR OF EVALUATION 40.00 X 136287 0 23569 ELISABETH CALLEN DIRECTOR OF ANALYSIS 40.00 X 125653 0 23568 BRIAN MANNING RESEARCH DIRECTOR 40.00 X 137136 0 11279 ELIAS BRANDT DIRECTOR OF INFORMATICS 40.00 X 105060 0 16345 ERNEST LENNOX SENIOR SOFTWARE DEVELOPER 40.00 X 108370 0 9224 JAMES KEENEY CHIEF FINANCIAL OFFICER 40.00 X 52925 0 10958 JOHN TURNER WHITE IV CEO & PRESIDENT 1.00 X X 40650 0 0 CHESTER FOX MD SECRETARY 1.00 X 0 0 0 DEBORAH ALTMAN TREASURER 1.00 X 0 0 0 KARI STEPHENS BOARD DIRECTOR 1.00 X 0 0 0 LAWRENCE C KLEINMAN BOARD DIRECTOR 1.00 X 0 0 0 1059230 0 135184 7 0 1 0 0 6564677 6564677 PPR REVENUE 541900 91107 91107 OTHER PROGRAM REVENUE 541900 54139 54139 145246 6709923 145246 0 0 683418 357330 326088 2814381 1724303 1090078 85927 52311 33616 54087 41832 12255 189498 107341 82157 910388 756303 154085 51499 51499 38580 38580 79041 40670 38371 1500 1500 6506 664 5842 203102 57882 145220 13900 13900 37590 32864 4726 509 384 125 11182 11182 26472 26472 70914 2443 68471 CONSORTIUM COSTS 1613825 1613825 PRACTICE INCENTIVE 155492 50492 105000 BAD DEBT EXPENSES 57707 57707 PATIENT INCENTIVE 24166 24166 49682 48182 1500 7179366 4968699 2210667 0 390971 246838 80010 1309630 1320834 7591 7664 198199 196509 28162 1690 4854 1741208 1657036 738020 1472393 39747 200000 250000 98133 27711 1125900 1700104 X 615308 -43068 615308 -43068 1741208 1657036 -469443 -188933 0 X X 0 0 1 1 0 X 990653 1051849 1501003 4552996 6564677 14661178 990653 1051849 1501003 4552996 6564677 14661178 1940031 12721147 14661178 2394951 0.86770 0.44500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198199 196509 1690 1690 OTHER LIABILITIES 27711 27711 X 0 0 0 0 0 0 0 0 0 CHRISTINA HESTER VP OF RESEARCH 189123 0 0 0 0 0 7639 0 17995 0 214757 0 0 0 WILSON PACE CHIEF MEDICAL OFFICER 164026 0 0 0 0 0 0 0 14607 0 178633 0 0 0 NATABHONA MABACHI DIRECTOR OF EVALUATION 136287 0 0 0 0 0 5749 0 17820 0 159856 0 0 0 WILSON PACE CMO OPERATIONS X 250000 200000 0 1 1 200000 SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS, (C) DARTNET INSTITUTE HAS OVER 40 GRANTS THAT FUNDS PROGRAM AND OPERATIONS. IT IS NORMAL THAT ALMOST MOST OF THE GRANTS PAY IN REIMBURSEMENT FORM FOR 30 TO 60 DAYS. DARTNET NEEDS TO FLOAT THOSE 30 TO 60 DAYS WHILE WAITING FOR THE REIMBURSEMENT OF EXPENSES. DARTNET INSTITUTE IS CURRENTLY IN CAPITAL CAMPAIGN TO RAISE FUNDS FOR OPERATING RESERVE FOR THESE EXACT SITUATIONS. WE HAVE CURRENTLY RAISED OVER $180K WITHOUT REACHING OUT TO THE PUBLIC. ALMOST ALL MONEY COME FROM EMPLOYEE NETWORKS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE EXECUTIVE TEAM (CEO, CFO, COO, CIO/CMO) WILL REVIEW THE 990 AND EITHER PROVIDE FEEDBACK AND/OR APPROVAL. ONCE APPROVED, IT WILL BE THEN SUBMITTED TO THE BOARD FOR REVIEW. THE BOARD WILL REVIEW, HAVE OPEN SESSION FOR QUESTIONS, AND VOTE ON DOCUMENT. THE MEETING IS RECORDED AND MINUTES ARE KEPT FOR THE VOTES OF ITEMS NEEDING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION WILL REVIEW THE POLICY ANNUALLY AND WILL HAVE EACH EMPLOYEE TO COMPLETE THE ANSWERS TO THE COMPLIANCE ANNUALLY. HR WILL ALSO ASK NEW EMPLOYEE TO COMPLETE POLICY QUESTIONAIRE AT TIME OF HIRE. FORM 990, PART VI, SECTION B, LINE 15A CEO IS A CONTRACTOR WHO HAS A CONTRACT WHICH IS REVIEWED ANNUALLY BY THE EXECUTIVE LEADERSHIP TEAM (CFO, COO, CMO). IF INCREASE IS MATERIAL, EXECUTIVE LEADERSHIP TEAM WILL TAKE THE MATERIAL INCREASE TO THE BOARD FOR REVIEW AND VOTE. THE CFO, COO, CMO SALARIES ARE REVIEWED ON AN ANNUAL BASIS BY THE CEO AND HR DIRECTOR TO ENSURE THE SALARY IS FAIR AND REPRESENTATIVE OF THE MARKET. HR DIRECTOR WILL PROVIDE A COMPANY WIDE REVIEW ON ALL POSITIONS BI-ANNUALLY OR EVERY THREE YEARS FOR THE MIDWEST AND BY INDUSTRY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 3B: AS OF THE DUE DATE OF THE IRS FORM 990, THE ORGANIZATION HAS BEGUN ITS REQUIRED AUDIT AND SINGLE AUDIT FOR FY24 AND WILL ALSO BE COMPLETING ITS FY25 AUDIT SHORTLY THEREAFTER.