Civic Intelligence

Oracle Hcm User Group Inc

990 • Fiscal year 2017 • EIN 20-4309357

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 21, 2018

330 N Wabash AveChicago, IL 60611

(312) 321-4095

Siviq Scores

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

Liabilities / Assets

40th percentile

0.11x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.12x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-21%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

11th percentile

-10%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-26%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,290,822

Down $149,526 (-10%) from 2016

Net Assets

Down

$1,149,416

Down $197,871 (-15%) from 2016

Liabilities

Up

$141,406

Up $48,345 (+52%) from 2016

Revenue

Down

$1,140,159

Down $395,461 (-26%) from 2016

Expenses

Down

$1,380,189

Down $23,866 (-1.7%) from 2016

Net Income

Down

-$240,030

Down $371,595 (-282%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $1,440,348Liabilities 2016: $93,061Net Assets 2016: $1,347,2872016Assets 2017: $1,290,822Liabilities 2017: $141,406Net Assets 2017: $1,149,4162017Assets 2018: $940,316Liabilities 2018: $93,080Net Assets 2018: $847,2362018Assets 2019: $825,643Liabilities 2019: $90,939Net Assets 2019: $734,7042019Assets 2020: $727,378Liabilities 2020: $117,073Net Assets 2020: $610,3052020Assets 2021: $710,118Liabilities 2021: $52,753Net Assets 2021: $657,3652021Assets 2022: $752,440Liabilities 2022: $74,200Net Assets 2022: $678,2402022Assets 2024: $992,878Liabilities 2024: $139,896Net Assets 2024: $852,9822024

Highlighted filing

2017

Assets$1,290,822
Liabilities$141,406
Net Assets$1,149,416

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,535,620Expenses 2016: $1,404,055Net Income 2016: $131,5652016Revenue 2017: $1,140,159Expenses 2017: $1,380,189Net Income 2017: -$240,0302017Revenue 2018: $995,352Expenses 2018: $1,248,976Net Income 2018: -$253,6242018Revenue 2019: $671,150Expenses 2019: $851,802Net Income 2019: -$180,6522019Revenue 2020: $69,584Expenses 2020: $231,849Net Income 2020: -$162,2652020Revenue 2021: $539,728Expenses 2021: $505,703Net Income 2021: $34,0252021Revenue 2022: $665,915Expenses 2022: $550,258Net Income 2022: $115,6572022Revenue 2024: $876,421Expenses 2024: $758,498Net Income 2024: $117,9232024

Highlighted filing

2017

Revenue$1,140,159
Expenses$1,380,189
Net Income-$240,030
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 21, 2018
Return Version
2017v2.3
Gross Receipts
$1,245,461
Mission and Program Overview

Mission

Serves the oracle human capital management (hcm) user community to realize the full benefit of investments in people, products and processes by offering rich forums for networking, education, knowledge sharing and directly influencing oracle's product direction.

Representing and promoting the collective interest of the oracle hcm client community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$818,517$784,980▼ $33,537
Cash and Non-Interest-Bearing Accounts$573,548$440,473▼ $133,075
Prepaid Expenses and Deferred Charges$48,283$65,369▲ $17,086
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,440,348$1,290,822▼ $149,526
Liabilities
Deferred Revenue$90,088$133,510▲ $43,422
Accounts Payable and Accrued Expenses$2,973$7,896▲ $4,923
Total Liabilities$93,061$141,406▲ $48,345
Net Assets / Fund Balance
Unrestricted Net Assets$1,347,287$1,149,416▼ $197,871
Total Net Assets Fund Balance$1,347,287$1,149,416▼ $197,871
Total Liabilities and Net Assets / Fund Balance$1,440,348$1,290,822▼ $149,526

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,574$1,574
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carolyn Hayden-garnerImmediate Past President
Ann Th HansenPresident
Jatinder DhootVice President
Carrie HollackDirector
Darla DuquetteDirector
Eric CohenDirector
James HallDirector
Marc RamosDirector
Nov OmanaDirector
Sara Mayrene BraggDirector
Tracy BeachDirector
Brian LangermanCEO
Tim StofkaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
SmithbucklinAssociation Management330 NORTH WABASH AVE SUITE 2000, Chicago, IL 60611$413,158
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,111,411
Investment Income
$28,748
Other Revenue
$0
Change in Net Assets
$-240,030

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,135,157
Revenue Not Reported on Financial Statements
$5,002
Revenue Not Reported on Form 990
$42,159
Total Revenue per Audited Statements
$1,177,316
Total Revenue per Form 990
$1,140,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,380,189
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
Conferences and Meetings---$804,105
Fees for Services Management---$319,944
Travel---$70,149
Fees for Services Other---$52,222
Fees for Services Accounting---$33,564
Advertising---$29,000
Office Expenses---$28,383
Information Technology---$28,380
Insurance---$7,981
Fees for Service Investment Mgmnt Fees---$5,002
Occupancy---$1,459
Total Functional Expenses$0$0$0$1,380,189

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,380,189
Expenses per Audited Statements$1,375,187
Total Expenses per Audited Statements$1,375,187
Expenses Not Reported on Financial Statements$5,002
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-OHUG'S TREASURER IS AN OFFICER OF THE LLCConsulting Services on Ohug Management Services Request for Proposal and Transition Report.No$22,150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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

The board of directors utilizes a third party management company for the management of the operations.

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

Once a draft version of the form 990 has been prepared, it is sent to the president and treasurer of the board of directors. These individuals review the draft form 990 and discuss any concerns with the board of directors, the management company, and preparer. After discussion, the president and vice president approve the draft form 990. The preparer is notified and authorized to prepare the final version of the form 990 after the final draft of the form 990 has been made available to the board of directors. The final version is signed by an officer and filed with the irs.

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

Upon election of a person to the board of directors, the organization's conflict of interest policy must be signed. Annually, board members are required to review and sign a conflict of interest statement. The organization acts appropriately when a conflict of interest is identified by any member of the board.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oracle Hcm User Group Inc
EIN
20-4309357
Phone
3123214095
Address
330 N WABASH AVE, CHICAGO, IL 60611
Doing Business As
Ohug

Signing Officer

Name
Tim Stofka
Title
Treasurer
Phone
3123214095
Signed
2018-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Th Hansen
Formed
2006
Legal Domicile
Ga
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
85

Preparer

Firm
Jones and Kolb
Address
3475 PIEDMONT ROAD NE SUITE 1500, ATLANTA, GA 30305
Preparer
Brian T Muia
Phone
4042627920
Raw XML Appendix378 raw XML fields

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/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/MissionDesc0SERVES THE ORACLE HUMAN CAPITAL MANAGEMENT (HCM) USER COMMUNITY TO REALIZE THE FULL BENEFIT OF INVESTMENTS IN PEOPLE, PRODUCTS AND PROCESSES BY OFFERING RICH FORUMS FOR NETWORKING, EDUCATION, KNOWLEDGE SHARING AND DIRECTLY INFLUENCING ORACLE'S PRODUCT DIRECTION.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE OHUG IPARTICIPATE WEBINAR SERIES BRINGS THE BRIGHTEST AND THE BEST EXPERTS IN THE ORACLE COMMUNITY TO OFFER INFORMATION, TIPS, AND TRAINING ON TOPICS THAT ARE TRENDING NOW.
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IRS990/ReconcilationRevenueExpnssAmt0-240030
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01574
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01574
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05002
IRS990ScheduleD/ExpensesSubtotalAmt01375187
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05002
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05002
IRS990ScheduleD/NetUnrealizedGainsInvstAmt042159
IRS990ScheduleD/RevenueNotReportedAmt042159
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05002
IRS990ScheduleD/RevenueSubtotalAmt01135157
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01380189
IRS990ScheduleD/TotalRevenuePerForm990Amt01140159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01177316
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01375187
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0TEOOAKWI LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OHUG'S TREASURER IS AN OFFICER OF THE LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt022150
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING SERVICES ON OHUG MANAGEMENT SERVICES REQUEST FOR PROPOSAL AND TRANSITION REPORT.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS UTILIZES A THIRD PARTY MANAGEMENT COMPANY FOR THE MANAGEMENT OF THE OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE A DRAFT VERSION OF THE FORM 990 HAS BEEN PREPARED, IT IS SENT TO THE PRESIDENT AND TREASURER OF THE BOARD OF DIRECTORS. THESE INDIVIDUALS REVIEW THE DRAFT FORM 990 AND DISCUSS ANY CONCERNS WITH THE BOARD OF DIRECTORS, THE MANAGEMENT COMPANY, AND PREPARER. AFTER DISCUSSION, THE PRESIDENT AND VICE PRESIDENT APPROVE THE DRAFT FORM 990. THE PREPARER IS NOTIFIED AND AUTHORIZED TO PREPARE THE FINAL VERSION OF THE FORM 990 AFTER THE FINAL DRAFT OF THE FORM 990 HAS BEEN MADE AVAILABLE TO THE BOARD OF DIRECTORS. THE FINAL VERSION IS SIGNED BY AN OFFICER AND FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON ELECTION OF A PERSON TO THE BOARD OF DIRECTORS, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MUST BE SIGNED. ANNUALLY, BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT. THE ORGANIZATION ACTS APPROPRIATELY WHEN A CONFLICT OF INTEREST IS IDENTIFIED BY ANY MEMBER OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS 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/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01440348
IRS990/TotalAssetsEOYAmt01290822
IRS990/TotalAssetsGrp/BOYAmt01440348
IRS990/TotalAssetsGrp/EOYAmt01290822
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01380189
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt093061
IRS990/TotalLiabilitiesEOYAmt0141406
IRS990/TotalLiabilitiesGrp/BOYAmt093061
IRS990/TotalLiabilitiesGrp/EOYAmt0141406
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01347287
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01149416
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01111411
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021153
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01119006
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01140159
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01440348
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01290822
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt070149
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01347287
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01149416
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0330 N WABASH AVE
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060611
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.OHUG.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM STOFKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03123214095
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORACLE HCM USER GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0ORAC
ReturnHeader/Filer/EIN0204309357
ReturnHeader/Filer/PhoneNum03123214095
ReturnHeader/Filer/USAddress/AddressLine1Txt0330 N WABASH AVE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ED35F698F4D132E90A2FD65D75E5B4359E0885CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025AA0BD8E82B7AB9620AD1A280F75B87C326FE40
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.140.48.178
ReturnHeader/FilingSecurityInformation/IPDt02018-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:25:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581763570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES AND KOLB
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03475 PIEDMONT ROAD NE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042627920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN T MUIA
ReturnHeader/ReturnTs02018-11-15T08:40:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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