Civic Intelligence

University Scholars Association

990EZ • Fiscal year 2015 • EIN 23-7267044

Jul 01, 2014 to Jun 30, 2015 • Filed on May 06, 2016

PO Box 45503Tacoma, WA 98448

(253) 535-8378

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.18x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

63rd percentile

9.2%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

45th percentile

-0.2%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

-3.6%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$125,783

Down $272 (-0.2%) from 2014

Net Assets

Up

$115,678

Up $5,288 (+4.8%) from 2014

Liabilities

Down

$10,105

Down $5,560 (-35%) from 2014

Revenue

Down

$57,426

Down $2,135 (-3.6%) from 2014

Expenses

Down

$52,137

Down $4,579 (-8.1%) from 2014

Net Income

Up

$5,289

Up $2,444 (+86%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $133,894Liabilities 2012: $25,536Net Assets 2012: $108,3582012Assets 2013: $128,344Liabilities 2013: $20,799Net Assets 2013: $107,5452013Assets 2014: $126,055Liabilities 2014: $15,665Net Assets 2014: $110,3902014Assets 2015: $125,783Liabilities 2015: $10,105Net Assets 2015: $115,6782015Assets 2016: $119,177Liabilities 2016: $4,083Net Assets 2016: $115,0942016Assets 2017: $116,675Liabilities 2017: $0Net Assets 2017: $116,6752017Assets 2018: $119,478Liabilities 2018: $0Net Assets 2018: $119,4782018Assets 2019: $120,057Liabilities 2019: $0Net Assets 2019: $120,0572019Assets 2020: $125,596Liabilities 2020: $0Net Assets 2020: $125,5962020

Highlighted filing

2015

Assets$125,783
Liabilities$10,105
Net Assets$115,678

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $60,448Expenses 2012: $67,402Net Income 2012: -$6,9542012Revenue 2013: $66,032Expenses 2013: $66,845Net Income 2013: -$8132013Revenue 2014: $59,561Expenses 2014: $56,716Net Income 2014: $2,8452014Revenue 2015: $57,426Expenses 2015: $52,137Net Income 2015: $5,2892015Revenue 2016: $55,121Expenses 2016: $55,705Net Income 2016: -$5842016Revenue 2017: $45,566Expenses 2017: $43,985Net Income 2017: $1,5812017Revenue 2018: $51,363Expenses 2018: $48,560Net Income 2018: $2,8032018Revenue 2019: $48,613Expenses 2019: $48,034Net Income 2019: $5792019Revenue 2020: $49,145Expenses 2020: $52,303Net Income 2020: -$3,1582020

Highlighted filing

2015

Revenue$57,426
Expenses$52,137
Net Income$5,289
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 6, 2016
Return Version
2014v6.0
Gross Receipts
$57,426
Mission and Program Overview

Mission

The university scholars association was established to provide a place for faculty and staff to gather and to offer educational and social opportunities outside official university settings.

Program Services

DescriptionGrantsExpenses
THE UNIVERSITY SCHOLARS ASSOCIATION MAINTAINS THE UNIVERSITY HOUSE FOR USE OF ITS MEMBERSHIP OF FACULTY AND STAFF OF THE PACIFIC LUTHERAN UNIVERSITY. THE VONLUNTEER BOARD OF OFFICERS PROVIDE LEADERSHIP FOR MAINTENANCE AND CARE OF THE HOUSE$0$36,114
A LUNCH PROGRAM IS PROVIDED FOR MEMBERS WHO CHOOSE TO ENJOY THE SOCIABILITY OF OTHERS AND A SIMPLE MEAL AT A REASONABLE PRICE. SMALL GROUPS FREQUENTLY TAKE ADVANTAGE OF THIS SETTING FOR MEETINGS. SOCIAL EVENS ARE HELD SEVERAL TIMES EACH YEAR FOR THE FULL MEMBERSHIP.$0$16,023
SCHOLARLY PROGRAMS ARE PRESENTED WEEKLY THROUGHOUT THE ACADEMIC YEAR DURING THE LUNCH HOUR. PRESENTERS SHARE TOPICS OF ACADEMIC RESEARCH, HOBBIES, OR TRAVEL WITH DISCUSSION AND A SOCIAL TIME INCLUDED.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAARIN AUSTINPresident-$0--
DREW ELITreasurer-$0--
KRISZTINA NAGYSecretary-$0--
NORRIS PETERSONAcademic Programs Manager-$0--
DAVE VEAZEYHouse Manager-$0--
MARTIN WURMWeb Manager-$0--
AMANDA SWEGERSocial Coordinator-$0--
MICHAEL SCHLEETERSocial Coordinator-$0--
Filing and Contact Details

Filer

Filer Name
University Scholars Association
EIN
23-7267044
Phone
2535358378
Address
PO BOX 45503, TACOMA, WA 98448

Signing Officer

Name
Drew Eli
Title
Treasurer
Phone
2535358378
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Ryan Jorgenson & Limoli Ps
Address
7525 PIONEER WAY STE 201, GIG HARBOR, WA 98335
Preparer
Marc a Jorgenson
Phone
2538513425
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 2,718. Description: other expenses. Amount: 5,407. Total to form 990-ez, line 14: 8,125.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: lunch expenses. Amount: 16,023. Description: bank fees. Amount: 28. Description: insurance. Amount: 3,137. Description: miscellaneous. Amount: 109. Total to form 990-ez, line 16: 19,297.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: mortgage. Beg. Of year amount: 15,665. End of year amount: 10,105.

Raw XML Appendix148 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02535358378
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 45503
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TACOMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098448
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01715
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAARIN AUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DREW ELI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISZTINA NAGY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NORRIS PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVE VEAZEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARTIN WURM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA SWEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHAEL SCHLEETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ACADEMIC PROGRAMS MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HOUSE MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEB MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SOCIAL COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SOCIAL COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019297
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE UNIVERSITY SCHOLARS ASSOCIATION WAS ESTABLISHED TO PROVIDE A PLACE FOR FACULTY AND STAFF TO GATHER AND TO OFFER EDUCATIONAL AND SOCIAL OPPORTUNITIES OUTSIDE OFFICIAL UNIVERSITY SETTINGS.
IRS990EZ/ProgramServiceRevenueAmt018296
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE UNIVERSITY SCHOLARS ASSOCIATION MAINTAINS THE UNIVERSITY HOUSE FOR USE OF ITS MEMBERSHIP OF FACULTY AND STAFF OF THE PACIFIC LUTHERAN UNIVERSITY. THE VONLUNTEER BOARD OF OFFICERS PROVIDE LEADERSHIP FOR MAINTENANCE AND CARE OF THE HOUSE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1A LUNCH PROGRAM IS PROVIDED FOR MEMBERS WHO CHOOSE TO ENJOY THE SOCIABILITY OF OTHERS AND A SIMPLE MEAL AT A REASONABLE PRICE. SMALL GROUPS FREQUENTLY TAKE ADVANTAGE OF THIS SETTING FOR MEETINGS. SOCIAL EVENS ARE HELD SEVERAL TIMES EACH YEAR FOR THE FULL MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARLY PROGRAMS ARE PRESENTED WEEKLY THROUGHOUT THE ACADEMIC YEAR DURING THE LUNCH HOUR. PRESENTERS SHARE TOPICS OF ACADEMIC RESEARCH, HOBBIES, OR TRAVEL WITH DISCUSSION AND A SOCIAL TIME INCLUDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036114
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116023
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt024715
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052137
IRS990EZ/TotalProgramServiceExpensesAmt052137
IRS990EZ/TotalRevenueAmt057426
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 2,718. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,407. TOTAL TO FORM 990-EZ, LINE 14: 8,125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LUNCH EXPENSES. AMOUNT: 16,023. DESCRIPTION: BANK FEES. AMOUNT: 28. DESCRIPTION: INSURANCE. AMOUNT: 3,137. DESCRIPTION: MISCELLANEOUS. AMOUNT: 109. TOTAL TO FORM 990-EZ, LINE 16: 19,297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MORTGAGE. BEG. OF YEAR AMOUNT: 15,665. END OF YEAR AMOUNT: 10,105.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DREW ELI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02535358378
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SCHOLARS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0237267044
ReturnHeader/Filer/PhoneNum02535358378
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 45503
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098448
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911342742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYAN JORGENSON & LIMOLI PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07525 PIONEER WAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GIG HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098335
ReturnHeader/PreparerPersonGrp/PhoneNum02538513425
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC A JORGENSON
ReturnHeader/ReturnTs02016-05-09T11:19:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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