Civic Intelligence

University Scholars Association

990EZ • Fiscal year 2020 • EIN 23-7267044

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 18, 2020

715 121st St STacoma, WA 98444

(253) 535-7306

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

33rd percentile

-6.4%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

4.6%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

1.1%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$125,596

Up $5,539 (+4.6%) from 2019

Net Assets

Up

$125,596

Up $5,539 (+4.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$49,145

Up $532 (+1.1%) from 2019

Expenses

Up

$52,303

Up $4,269 (+8.9%) from 2019

Net Income

Down

-$3,158

Down $3,737 (-645%) from 2019

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

2020

Assets$125,596
Liabilities$0
Net Assets$125,596

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

2020

Revenue$49,145
Expenses$52,303
Net Income-$3,158
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 18, 2020
Return Version
2019v5.1
Gross Receipts
$49,145
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 VOLUNTEER BOARD OF OFFICERS PROVIDE LEADERSHIP FOR MAINTENANCE AND CARE OF THE HOUSE$0$38,306
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$13,996
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
MARY DENNEYHouse Manager-$0--
CASSANDRA KOPRIVAPresidentPT$0--
RALPH FLICKTreasurer-$0--
KATIE WALLISSecretary-$0--
JESSICA SCHWINCKAcademic Programs Manager-$0--
JEANKIE ACZONSocial Programs Coordinator-$0--
SARA CHRISTENSENSocial Programs Coordinator-$0--
Filing and Contact Details

Filer

Filer Name
University Scholars Association
EIN
23-7267044
Phone
2535357306
Address
715 121ST ST S, TACOMA, WA 98444

Signing Officer

Name
Ralph Flick
Title
Treasurer
Phone
2535357306
Signed
2020-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Ryan Jorgenson & Limoli Ps
Address
7525 PIONEER WAY SUITE 201, GIG HARBOR, WA 98335
Preparer
Scott M Limoli
Phone
2538513425
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 3,301. Description: other expenses. Amount: 8,141. Total to form 990-ez, line 14: 11,442.

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

Description: lunch expenses. Amount: 13,996. Description: insurance. Amount: 3,103. Description: social event . Amount: 1,237. Description: bank fees. Amount: 28. Description: office/general supplies. Amount: 2,082. Description: postage & delivery. Amount: 218. Description: small equipment. Amount: 285. Total to form 990-ez, line 16: 20,949.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: 8,697.

Form 990-ez, Part II, Line 24 - Other Assets

Description: plu fund account receivable. Beg. Of year amount: 0. End of year amount: 9,581.

Raw XML Appendix163 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/PhoneNum02535357306
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0715 121ST ST S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TACOMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098444
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0857
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0116
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrossReceiptsAmt049145
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt0119200
IRS990EZ/LandAndBuildingsGrp/EOYAmt0115899
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt027548
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120057
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125596
IRS990EZ/OccupancyRentUtltsAndMaintAmt011442
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY DENNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASSANDRA KOPRIVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RALPH FLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE WALLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA SCHWINCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEANKIE ACZON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SARA CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0HOUSE MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ACADEMIC PROGRAMS MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SOCIAL PROGRAMS COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SOCIAL PROGRAMS COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09581
IRS990EZ/OtherChangesInNetAssetsAmt08697
IRS990EZ/OtherExpensesTotalAmt020949
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/ProgramServiceRevenueAmt014097
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 VOLUNTEER 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/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038306
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113996
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt017608
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052303
IRS990EZ/TotalProgramServiceExpensesAmt052302
IRS990EZ/TotalRevenueAmt049145
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 3,301. DESCRIPTION: OTHER EXPENSES. AMOUNT: 8,141. TOTAL TO FORM 990-EZ, LINE 14: 11,442.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LUNCH EXPENSES. AMOUNT: 13,996. DESCRIPTION: INSURANCE. AMOUNT: 3,103. DESCRIPTION: SOCIAL EVENT . AMOUNT: 1,237. DESCRIPTION: BANK FEES. AMOUNT: 28. DESCRIPTION: OFFICE/GENERAL SUPPLIES. AMOUNT: 2,082. DESCRIPTION: POSTAGE & DELIVERY. AMOUNT: 218. DESCRIPTION: SMALL EQUIPMENT. AMOUNT: 285. TOTAL TO FORM 990-EZ, LINE 16: 20,949.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 8,697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PLU FUND ACCOUNT RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,581.
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 I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH FLICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02535357306
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY SCHOLARS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0237267044
ReturnHeader/Filer/PhoneNum02535357306
ReturnHeader/Filer/USAddress/AddressLine1Txt0715 121ST ST S
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098444
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023AE6B8C97128D420573B5765A20EB74F95C48FC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.245.142.49
ReturnHeader/FilingSecurityInformation/IPDt02020-08-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:54:21
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/PreparerPersonNm0SCOTT M LIMOLI
ReturnHeader/ReturnTs02020-09-21T11:26:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings