Civic Intelligence

Ohsu Orthodontic Alumni Association Inc.

990EZ • Fiscal year 2016 • EIN 26-3820953

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 03, 2017

18325 SW Alexander StAloha, OR 97006

(503) 642-5666

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

95th percentile

142%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Up

$138,514

Up $19,269 (+16%) from 2015

Net Assets

Up

$138,514

Up $19,269 (+16%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$31,666

Up $18,606 (+142%) from 2015

Expenses

Up

$23,271

Up $15,706 (+208%) from 2015

Net Income

Up

$8,395

Up $2,900 (+53%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $113,750Net Assets 2014: $113,7502014Assets 2015: $119,245Net Assets 2015: $119,2452015Assets 2016: $138,514Liabilities 2016: $0Net Assets 2016: $138,5142016Assets 2017: $148,372Liabilities 2017: $0Net Assets 2017: $148,3722017Assets 2018: $128,522Liabilities 2018: $0Net Assets 2018: $128,5222018Assets 2019: $157,884Liabilities 2019: $0Net Assets 2019: $157,8842019Assets 2020: $185,646Liabilities 2020: $0Net Assets 2020: $185,6462020Assets 2021: $211,465Liabilities 2021: $0Net Assets 2021: $211,4652021Assets 2022: $189,891Liabilities 2022: $0Net Assets 2022: $189,8912022Assets 2023: $164,686Liabilities 2023: $0Net Assets 2023: $164,6862023Assets 2024: $178,990Liabilities 2024: $0Net Assets 2024: $178,9902024

Highlighted filing

2016

Assets$138,514
Liabilities$0
Net Assets$138,514

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $59,795Expenses 2014: $24,071Net Income 2014: $35,7242014Revenue 2015: $13,060Expenses 2015: $7,565Net Income 2015: $5,4952015Revenue 2016: $31,666Expenses 2016: $23,271Net Income 2016: $8,3952016Revenue 2017: $22,383Expenses 2017: $23,716Net Income 2017: -$1,3332017Revenue 2018: $22,874Expenses 2018: $31,373Net Income 2018: -$8,4992018Revenue 2019: $42,779Expenses 2019: $29,036Net Income 2019: $13,7432019Revenue 2020: $27,311Expenses 2020: $4,862Net Income 2020: $22,4492020Revenue 2021: $26,043Expenses 2021: $13,550Net Income 2021: $12,4932021Revenue 2022: $20,500Expenses 2022: $17,149Net Income 2022: $3,3512022Revenue 2023: $14,440Expenses 2023: $49,285Net Income 2023: -$34,8452023Revenue 2024: $23,384Expenses 2024: $19,283Net Income 2024: $4,1012024

Highlighted filing

2016

Revenue$31,666
Expenses$23,271
Net Income$8,395
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 3, 2017
Return Version
2016v3.0
Gross Receipts
$31,666
Mission and Program Overview

Mission

Hold educational meetings and recruitment events for oregon health & science university school of orthodontics

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMS FOR RESIDENTS AND ALUMNI$0$19,411
PROGRAMS TO SUPPORT OHSU (GRADUATE DINNER AND INTERVIEWS WITH INCOMING ORTHODONTIC RESIDENTS)$0$6,240
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL PHILLIPSPresident-$0--
LAUREN WEBERTreasurer-$0--
JEFF PACESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ohsu Orthodontic Alumni Association Inc
EIN
26-3820953
Phone
5036425666
Address
18325 SW ALEXANDER ST, ALOHA, OR 97006

Signing Officer

Name
Lauren Weber
Title
Treasurer
Phone
5036425666
Signed
2017-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
Preparer
Todd D Massinger
Phone
5032205900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest and dividends. Amount: 3,408.

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

Description: hixon lecture - speaker fees. Amount: 7,061. Description: hixon lecture - facilities & catering. Amount: 5,840. Description: hixon lecture - travel. Amount: 520. Description: education conferences. Amount: 2,347. Description: ohsu grad dinner. Amount: 3,643. Description: ohsu interview social. Amount: 2,597. Description: corporate fees. Amount: 72. Description: web hosting and processing fees. Amount: 1,106. Total to form 990-ez, line 16: 23,186.

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

Description: unrealized gain on investments. Amount: 6,314. Description: prior period adjustment. Amount: 4,560. Total to form 990-ez, line 20: 10,874.

Raw XML Appendix179 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05036425666
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALOHA
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt0119245
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138514
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF PACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt010874
IRS990EZ/OtherExpensesTotalAmt023186
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HOLD EDUCATIONAL MEETINGS AND RECRUITMENT EVENTS FOR OREGON HEALTH & SCIENCE UNIVERSITY SCHOOL OF ORTHODONTICS
IRS990EZ/ProgramServiceRevenueAmt017715
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMS FOR RESIDENTS AND ALUMNI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROGRAMS TO SUPPORT OHSU (GRADUATE DINNER AND INTERVIEWS WITH INCOMING ORTHODONTIC RESIDENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019411
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16240
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023271
IRS990EZ/TotalProgramServiceExpensesAmt025651
IRS990EZ/TotalRevenueAmt031666
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OREGONORTHO.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033789
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06780
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070612
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt087401
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03548
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09174
IRS990ScheduleA/InvestmentIncomeCYPct00.05490
IRS990ScheduleA/InvestmentIncomePYPct00.03420
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94510
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IRS990ScheduleA/PublicSupportTotal509Amt0158013
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025150
IRS990ScheduleA/Total509Grp/TotalAmt0158013
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167187
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: INTEREST AND DIVIDENDS. AMOUNT: 3,408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: HIXON LECTURE - SPEAKER FEES. AMOUNT: 7,061. DESCRIPTION: HIXON LECTURE - FACILITIES & CATERING. AMOUNT: 5,840. DESCRIPTION: HIXON LECTURE - TRAVEL. AMOUNT: 520. DESCRIPTION: EDUCATION CONFERENCES. AMOUNT: 2,347. DESCRIPTION: OHSU GRAD DINNER. AMOUNT: 3,643. DESCRIPTION: OHSU INTERVIEW SOCIAL. AMOUNT: 2,597. DESCRIPTION: CORPORATE FEES. AMOUNT: 72. DESCRIPTION: WEB HOSTING AND PROCESSING FEES. AMOUNT: 1,106. TOTAL TO FORM 990-EZ, LINE 16: 23,186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 6,314. DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 4,560. TOTAL TO FORM 990-EZ, LINE 20: 10,874.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN WEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036425666
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHSU ORTHODONTIC ALUMNI ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OHSU
ReturnHeader/Filer/EIN0263820953
ReturnHeader/Filer/PhoneNum05036425666
ReturnHeader/Filer/USAddress/AddressLine1Txt018325 SW ALEXANDER ST
ReturnHeader/Filer/USAddress/CityNm0ALOHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId046969569471E10413C83CC25A51AE737028FCC9B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0152771DFACD1F00D834901529B1F8488AF9B8A65
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.39.225
ReturnHeader/FilingSecurityInformation/IPDt02017-03-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:51:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 MEADOWS ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970353295
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD D MASSINGER
ReturnHeader/ReturnTs02017-03-09T10:16:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings