Civic Intelligence

Association for Academic Surgery C/O Bsc Management LLC

990 • Fiscal year 2016 • EIN 04-3242181

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

11300 W Olympic Blvd 600Los Angeles, CA 90064

(310) 437-1606

Siviq Scores

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

Liabilities / Assets

77th percentile

0.31x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.40x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

84th percentile

29%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$705,222

Up $159,960 (+29%) from 2015

Net Assets

Up

$486,718

Up $141,077 (+41%) from 2015

Liabilities

Up

$218,504

Up $18,883 (+9.5%) from 2015

Revenue

Up

$549,903

Up $104,156 (+23%) from 2015

Expenses

Down

$408,826

Down $141,380 (-26%) from 2015

Net Income

Up

$141,077

Up $245,536 (+235%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $277,983Liabilities 2010: $133,711Net Assets 2010: $144,2722010Assets 2011: $363,173Liabilities 2011: $211,535Net Assets 2011: $151,6382011Assets 2012: $523,984Liabilities 2012: $205,730Net Assets 2012: $318,2542012Assets 2013: $539,845Liabilities 2013: $111,804Net Assets 2013: $428,0412013Assets 2014: $631,490Liabilities 2014: $181,390Net Assets 2014: $450,1002014Assets 2015: $545,262Liabilities 2015: $199,621Net Assets 2015: $345,6412015Assets 2016: $705,222Liabilities 2016: $218,504Net Assets 2016: $486,7182016Assets 2017: $770,803Liabilities 2017: $196,560Net Assets 2017: $574,2432017Assets 2018: $521,504Liabilities 2018: $57,164Net Assets 2018: $464,3402018Assets 2019: $508,263Liabilities 2019: $220,876Net Assets 2019: $287,3872019Assets 2020: $544,820Liabilities 2020: $168,809Net Assets 2020: $376,0112020Assets 2021: $874,619Liabilities 2021: $380,233Net Assets 2021: $494,3862021Assets 2022: $720,895Liabilities 2022: $323,718Net Assets 2022: $397,1772022Assets 2023: $734,724Liabilities 2023: $285,291Net Assets 2023: $449,4332023Assets 2024: $836,691Liabilities 2024: $271,758Net Assets 2024: $564,9332024

Highlighted filing

2016

Assets$705,222
Liabilities$218,504
Net Assets$486,718

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $362,568Expenses 2010: $488,781Net Income 2010: -$126,2132010Expenses 2011: $392,9142011Revenue 2012: $500,063Expenses 2012: $333,447Net Income 2012: $166,6162012Revenue 2013: $454,231Expenses 2013: $344,444Net Income 2013: $109,7872013Revenue 2014: $488,700Expenses 2014: $466,641Net Income 2014: $22,0592014Revenue 2015: $445,747Expenses 2015: $550,206Net Income 2015: -$104,4592015Revenue 2016: $549,903Expenses 2016: $408,826Net Income 2016: $141,0772016Revenue 2017: $630,112Expenses 2017: $542,587Net Income 2017: $87,5252017Revenue 2018: $601,089Expenses 2018: $710,992Net Income 2018: -$109,9032018Revenue 2019: $587,326Expenses 2019: $764,279Net Income 2019: -$176,9532019Revenue 2020: $503,425Expenses 2020: $414,801Net Income 2020: $88,6242020Revenue 2021: $529,261Expenses 2021: $410,886Net Income 2021: $118,3752021Revenue 2022: $654,719Expenses 2022: $751,928Net Income 2022: -$97,2092022Revenue 2023: $712,880Expenses 2023: $660,624Net Income 2023: $52,2562023Revenue 2024: $677,325Expenses 2024: $561,825Net Income 2024: $115,5002024

Highlighted filing

2016

Revenue$549,903
Expenses$408,826
Net Income$141,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$549,903
Mission and Program Overview

Mission

To conduct medical conferences and disseminate publications updating members on new medical procedures and developments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$313,891$477,400▲ $163,509
Savings and Temporary Cash Investments$203,377$203,463▲ $86
Other Notes and Loans Receivable, Net-$20,000-
Accounts Receivable$16,970$0▼ $16,970
Prepaid Expenses and Deferred Charges$11,024$4,359▼ $6,665
Total Assets$545,262$705,222▲ $159,960
Liabilities
Deferred Revenue$194,315$217,450▲ $23,135
Accounts Payable and Accrued Expenses$5,306$1,054▼ $4,252
Total Liabilities$199,621$218,504▲ $18,883
Net Assets / Fund Balance
Unrestricted Net Assets$345,641$486,718▲ $141,077
Total Net Assets Fund Balance$345,641$486,718▲ $141,077
Total Liabilities and Net Assets / Fund Balance$545,262$705,222▲ $159,960
Compensation and Service Providers

Board Members and Trustees

NameTitle
Justin Dimick MdImm Past President
Caprice C Greenberg MdPresident
Rebecca Sippel MdPresident Elect
Saju Joseph MdAcademic Advancement Comm
Carrie Lubitz MdClinical & Health Services
Steven Yule MdEducation Committee
Tamara Westmoreland MdEthics Committee
Sudha Jayaraman MdGlobal Affairs Cmte
Joseph Sakran MdInformation and Tech Comm
Ajay Maker MdLeadership Committee
Mark S Cohen MdMembership Committee
Adil Haider MdProgram Committee
Amir Ghaferi MdPublications Committee
Adil Haider MdRecorder
Karl Y Bilimoria MdSecretary
Clifford Cho MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$390,509
Program Service Revenue
$158,609
Investment Income
$110
Other Revenue
$675
All Other Contributions
$20,000
Change in Net Assets
$141,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$408,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$180,870-$180,870
Conferences and Meetings$43,947--$43,947
Office Expenses$11,396$8,633-$20,029
Other Expenses$30,070$17,473-$17,473
Fees for Services Legal-$12,010-$12,010
Information Technology-$7,500-$7,500
Insurance-$2,668-$2,668
Total Functional Expenses$179,672$229,154$0$408,826
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Control over management has been delegated, under contract, with bsc management inc.

Form 990, Part VI, Section B, Line 11B

Organization's process to review form 990 prior to being filed, the form 990 is reviewed by accounting staff, the executive director and treasurer

Form 990, Part VI, Section B, Line 12C

Officers are required to update and sign conflict of interest forms periodically.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Association for Academic Surgery
EIN
04-3242181
Phone
3104371606
Address
11300 W OLYMPIC BLVD 600, LOS ANGELES, CA 90064

Signing Officer

Name
Clifford Cho
Title
Treasurer
Phone
6268577300
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clifford Cho
Formed
1967
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
192

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick De Bruyne
Phone
6268577300
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL MEETING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0158609
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0158609
IRS990/ProgSrvcAccomActy2Grp/Desc0FELLOWSHIP AWARDS - TO SUPPORT PROMISING YOUNG RESEARCH FELLOWS ENGAGED IN PRODUCTIVE SURGICAL RESEARCH LABORATORIES. (INCLUDES RELATED EXPENSES)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030070
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLICATIONS - VARIOUS NEWSLETTERS, ROSTER DISTRIBUTION, AND A MONTHLY JOURNAL UPDATING MEMBERS ON MEDICAL RELATED MATTERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt050296
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0401921
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023
IRS990/PYOtherExpensesAmt0550206
IRS990/PYOtherRevenueAmt0101
IRS990/PYProgramServiceRevenueAmt043702
IRS990/PYRevenuesLessExpensesAmt0-104459
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0550206
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0445747
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0141077
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0159284
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0203377
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0203463
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0390509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0401921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0387637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0363084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0394285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01937436
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0112
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0158609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt091117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0105741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0500308
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0112
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0227
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt02437744
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0549118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0445724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0488675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0454201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0500026
IRS990ScheduleA/Total509Grp/TotalAmt02437744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0549230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0445747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0488700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0454231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0500063
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02437971
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONTROL OVER MANAGEMENT HAS BEEN DELEGATED, UNDER CONTRACT, WITH BSC MANAGEMENT INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S PROCESS TO REVIEW FORM 990 PRIOR TO BEING FILED, THE FORM 990 IS REVIEWED BY ACCOUNTING STAFF, THE EXECUTIVE DIRECTOR AND TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS ARE REQUIRED TO UPDATE AND SIGN CONFLICT OF INTEREST FORMS PERIODICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0545262
IRS990/TotalAssetsEOYAmt0705222
IRS990/TotalAssetsGrp/BOYAmt0545262
IRS990/TotalAssetsGrp/EOYAmt0705222
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0390509
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0229154
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0179672
IRS990/TotalFunctionalExpensesGrp/TotalAmt0408826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0199621
IRS990/TotalLiabilitiesEOYAmt0218504
IRS990/TotalLiabilitiesGrp/BOYAmt0199621
IRS990/TotalLiabilitiesGrp/EOYAmt0218504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0345641
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0486718
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0179672
IRS990/TotalProgramServiceRevenueAmt0158609
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0110
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0159284
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0549903
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0192

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.37$2.72$5.65$6.77$5.62$1.16
2023Detailed filing. Detailed filing data is available for this year.$7.35$2.85$4.49$7.13$6.61$0.52
2022Detailed filing. Detailed filing data is available for this year.$7.21$3.24$3.97$6.55$7.52$0.97
2021Detailed filing. Detailed filing data is available for this year.$8.75$3.80$4.94$5.29$4.11$1.18
2020Detailed filing. Detailed filing data is available for this year.$5.45$1.69$3.76$5.03$4.15$0.89
2019Detailed filing. Detailed filing data is available for this year.$5.08$2.21$2.87$5.87$7.64$1.77
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.57$4.64$6.01$7.11$1.10
2017Detailed filing. Detailed filing data is available for this year.$7.71$1.97$5.74$6.30$5.43$0.88
2016Detailed filing. Detailed filing data is available for this year.$7.05$2.19$4.87$5.50$4.09$1.41
2015Detailed filing. Detailed filing data is available for this year.$5.45$2.00$3.46$4.46$5.50$1.04
2014Detailed filing. Detailed filing data is available for this year.$6.31$1.81$4.50$4.89$4.67$0.22
2013Detailed filing. Detailed filing data is available for this year.$5.40$1.12$4.28$4.54$3.44$1.10
2012Summary only. Only limited summary data is available for this year.$5.24$2.06$3.18$5.00$3.33$1.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$2.12$1.52$3.93
2010Summary only. Only limited summary data is available for this year.$2.78$1.34$1.44$3.63$4.89$1.26