Civic Intelligence

University Scholars Association

990EZ • Fiscal year 2017 • EIN 23-7267044

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 03, 2018

Organization ProfileN/A
PO Box 45503Tacoma, WA 98448

(253) 535-7104

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

51st percentile

3.5%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$116,675

Down $2,502 (-2.1%) from 2016

Net Assets

Up

$116,675

Up $1,581 (+1.4%) from 2016

Liabilities

Down

$0

Down $4,083 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Down

$45,566

Down $9,555 (-17%) from 2016

Expenses

Down

$43,985

Down $11,720 (-21%) from 2016

Net Income

Up

$1,581

Up $2,165 (+371%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2017

Assets$116,675
Liabilities$0
Net Assets$116,675
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

2017

Revenue$45,566
Expenses$43,985
Net Income$1,581
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 3, 2018
Return Version
2016v3.0
Gross Receipts
$45,566
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$30,560
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 EVENTS ARE HELD SEVERAL TIMES EACH YEAR FOR THE FULL MEMBERSHIP.$0$13,242
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
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaarin AustinPresident-$0--
Drew EliTreasurer-$0--
Alicia HinckleySecretary-$0--
Teri WooAcademic Programs Manager-$0--
Tarka WilcoxHouse Manager-$0--
Craig ChamberlainWeb Manager-$0--
Hannah MiddlebrookSocial Coordinator-$0--
Filing and Contact Details

Filer

Filer Name
University Scholars Association
EIN
23-7267044
Phone
2535357104
Address
PO Box 45503, Tacoma, WA 98448

Signing Officer

Name
Drew Eli
Title
Treasurer
Phone
2535357104
Signed
2018-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Ryan Jorgenson & Limoli Ps
Address
7525 Pioneer Way Suite 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: 3,733. Total to Form 990-EZ, line 14: 6,451.”

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

“Description: Lunch expenses. Amount: 13,425. Description: Bank fees. Amount: 35. Description: Insurance. Amount: 2,228. Total to Form 990-EZ, line 16: 15,688.”

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

“Description: Mortgage. Beg. of Year Amount: 4,083. End of Year Amount: 0.”

Raw XML Appendix150 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/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum02535357104
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 45503
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tacoma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098448
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0274
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0490
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kaarin Austin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Drew Eli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alicia Hinckley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Teri Woo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tarka Wilcox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Craig Chamberlain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Hannah Middlebrook
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/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015688
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/ProgramServiceRevenueAmt013989
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 EVENTS 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/ProgramServiceExpensesAmt030560
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113242
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt021196
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04083
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043985
IRS990EZ/TotalProgramServiceExpensesAmt043802
IRS990EZ/TotalRevenueAmt045566
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Depreciation. Amount: 2,718. Description: Other Expenses. Amount: 3,733. Total to Form 990-EZ, line 14: 6,451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Lunch expenses. Amount: 13,425. Description: Bank fees. Amount: 35. Description: Insurance. Amount: 2,228. Total to Form 990-EZ, line 16: 15,688.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Mortgage. Beg. of Year Amount: 4,083. End of Year Amount: 0.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Drew Eli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02535357104
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0University Scholars Association
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0237267044
ReturnHeader/Filer/PhoneNum02535357104
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 45503
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098448
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EABD3409E964BD29ACD689BF8B8260C18CC1647E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.108.61
ReturnHeader/FilingSecurityInformation/IPDt02018-07-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:32:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911342742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYAN JORGENSON & LIMOLI PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07525 Pioneer Way Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gig Harbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098335
ReturnHeader/PreparerPersonGrp/PhoneNum02538513425
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc A Jorgenson
ReturnHeader/ReturnTs02018-10-09T12:55:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,675
Liabilities
$0
Net assets
$116,675
Revenue
$45,566
Expenses
$43,985
Net income
$1,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.49$0.52$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.49$0.48$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.51$0.49$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.46$0.44$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.04$1.15$0.55$0.56$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.10$1.16$0.57$0.52$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.16$1.10$0.60$0.57$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.21$1.08$0.66$0.67$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.26$1.08$0.60$0.67$0.07