Civic Intelligence

Indiana Oncology Society

EIN 27-0490797 • 501(c)6 • Rockville, MD

Profile

To encourage the highest professional standards of oncology throughout the state of indiana. To study, research, and exchange information, experiences, and ideas leading to improvement in oncology. To support oncology education

CO Accc 1801 Research Blvd 400Rockville, MD 20850

www.ios-indiana.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-3.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$372,741

Up $75,293 (+25%) from 2024

Liabilities

Up

$95,683

Up $35,033 (+58%) from 2024

Net Assets

Up

$277,058

Up $40,260 (+17%) from 2024

Revenue

Down

$239,815

Down $7,515 (-3.0%) from 2024

Expenses

Up

$199,532

Up $9,659 (+5.1%) from 2024

Net Income

Down

$40,283

Down $17,174 (-30%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2020: $125,720Liabilities 2020: $4,994Net Assets 2020: $120,7262020Assets 2021: $204,172Liabilities 2021: $19,315Net Assets 2021: $184,8572021Assets 2022: $163,394Liabilities 2022: $821Net Assets 2022: $162,5732022Assets 2023: $187,888Liabilities 2023: $8,552Net Assets 2023: $179,3362023Assets 2024: $297,448Liabilities 2024: $60,650Net Assets 2024: $236,7982024Assets 2025: $372,741Liabilities 2025: $95,683Net Assets 2025: $277,0582025

Highlighted filing

2025

Assets$372,741
Liabilities$95,683
Net Assets$277,058

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2020: $97,964Expenses 2020: $90,207Net Income 2020: $7,7572020Revenue 2021: $169,584Expenses 2021: $105,453Net Income 2021: $64,1312021Revenue 2022: $101,448Expenses 2022: $123,701Net Income 2022: -$22,2532022Revenue 2023: $168,035Expenses 2023: $151,293Net Income 2023: $16,7422023Revenue 2024: $247,330Expenses 2024: $189,873Net Income 2024: $57,4572024Revenue 2025: $239,815Expenses 2025: $199,532Net Income 2025: $40,2832025

Highlighted filing

2025

Revenue$239,815
Expenses$199,532
Net Income$40,283

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$239,815
Mission and Program Overview

Mission

The organization's exempt purposes: - to encourage the highest professional standards of oncology throughout the state of indiana- to study, research, and exchange information, experiences, and ideas leading to improvement in oncology- to support oncology education

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$290,476$330,775▲ $40,299
Accounts Receivable-$21,100-
Prepaid Expenses and Deferred Charges$6,972$10,904▲ $3,932
Total Assets$297,448$372,741▲ $75,293
Other Assets Total$0$9,962▲ $9,962
Liabilities
Accounts Payable and Accrued Expenses$58,050$81,493▲ $23,443
Deferred Revenue$2,600$14,190▲ $11,590
Total Liabilities$60,650$95,683▲ $35,033
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$236,798$277,058▲ $40,260
Total Net Assets Fund Balance$236,798$277,058▲ $40,260
Total Liabilities and Net Assets / Fund Balance$297,448$372,741▲ $75,293
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mary Miller Msn Rn-bc OcnImmediate Past President
Rita Assi MdPresident Elect
Mark a Henderson MdPresident/sac Rep, (until 11/2024)
Melody Littrell Mba Bs Cma(aama) - Member-at-large
Emily JesterMember-at-large
Jacob Edmisson MdMember-at-large
Jason StabnikMember-at-large
Phillip Bao MdMember-at-large
Sayuri Cheruvu MdMember-at-large
Stephanie Cohen Ms Cgc LgcMember-at-large
Kelsey Finch Pharmd BcopSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Association Of Community Cancer CtrsManagement Services1801 RESEARCH BLVD, Rockville, MD 20850$109,148
Revenue and Support

Revenue Composition

Contributions and Grants
$220,000
Program Service Revenue
$17,050
Investment Income
$2,765
Other Revenue
$0
All Other Contributions
$220,000
Change in Net Assets
$40,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,021
Grants and Similar Amounts Paid$1,511
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$119,257
Conferences and Meetings---$69,404
Fees for Services Accounting---$3,152
Office Expenses---$2,969
Grants to Domestic Orgs---$1,511
Insurance---$776
Advertising---$488
Fees for Services Legal---$165
Other Expenses---$78
Total Functional Expenses$0$0$0$199,532
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization delegated control over the management duties to accc. Prior to signing the agreement, an independent comparison of the management fee was conducted and approval of the management firm's fee was obtained from all board members. The decision to sign the agreement was documented in the organization's board meeting minutes. The total amount paid to accc during fy25 was $119,257.

Form 990, Part VI, Section A, Line 6

The organization has four classes of membership; regular, retired, associate, and fellow.

Form 990, Part VI, Section A, Line 7A

The organization has members who may elect one or more members of the governing body. The election of officers occurs every other year.

Form 990, Part VI, Section A, Line 7B

Changes to by-laws must be approved by membership.

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

The form 990 was prepared by the outside accountants and reviewed by the president and board members. A copy of the 990 was provided to the entire board prior to filing with the irs.

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

Elected board members sign a conflict of interest form annually. If the board has reasonable cause to believe a member has failed to disclose an actual or possible conflict of interest, the board gives the member the opportunity to explain the alleged failure to disclose. If, after further investigation, the board determines that a failure to disclose has occurred, it takes appropriate disciplinary and corrective action. - an interested person may make a presentation at the board of directors or committee meeting, but after the presentation, he/she leaves the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. - the president or committee chair, if appropriate, appoints a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. - after exercising due diligence, the board of directors or committee determines whether inos can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. - if a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the board of directors or committee determines by a majority vote of the disinterested directors whether the transaction or arrangement is in msco's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it makes its decision as to whether to enter into the transaction or arrangement.

Form 990, Part VI, Section C, Line 19

The indiana oncology society maintains its governing documents, conflict of interest policy, and financial statements at its management office in rockville, maryland. These documents are made available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Indiana Oncology Society
EIN
27-0490797
Phone
3019849496
Address
CO ACCC 1801 RESEARCH BLVD 400, ROCKVILLE, MD 20850

Signing Officer

Name
Kelsey Finch
Title
Treasurer
Phone
3019849496
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita Assi
Formed
2009
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
11

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Frederick U Longwood
Phone
3019519090
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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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATED CONTROL OVER THE MANAGEMENT DUTIES TO ACCC. PRIOR TO SIGNING THE AGREEMENT, AN INDEPENDENT COMPARISON OF THE MANAGEMENT FEE WAS CONDUCTED AND APPROVAL OF THE MANAGEMENT FIRM'S FEE WAS OBTAINED FROM ALL BOARD MEMBERS. THE DECISION TO SIGN THE AGREEMENT WAS DOCUMENTED IN THE ORGANIZATION'S BOARD MEETING MINUTES. THE TOTAL AMOUNT PAID TO ACCC DURING FY25 WAS $119,257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS FOUR CLASSES OF MEMBERSHIP; REGULAR, RETIRED, ASSOCIATE, AND FELLOW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. THE ELECTION OF OFFICERS OCCURS EVERY OTHER YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGES TO BY-LAWS MUST BE APPROVED BY MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE PRESIDENT AND BOARD MEMBERS. A COPY OF THE 990 WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ELECTED BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM ANNUALLY. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD GIVES THE MEMBER THE OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER FURTHER INVESTIGATION, THE BOARD DETERMINES THAT A FAILURE TO DISCLOSE HAS OCCURRED, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. - AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OF DIRECTORS OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. - THE PRESIDENT OR COMMITTEE CHAIR, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. - AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES WHETHER INOS CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. - IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN MSCO'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE INDIANA ONCOLOGY SOCIETY MAINTAINS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AT ITS MANAGEMENT OFFICE IN ROCKVILLE, MARYLAND. THESE DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0297448
IRS990/TotalAssetsEOYAmt0372741
IRS990/TotalAssetsGrp/BOYAmt0297448
IRS990/TotalAssetsGrp/EOYAmt0372741
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0220000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0199532
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060650
IRS990/TotalLiabilitiesEOYAmt095683
IRS990/TotalLiabilitiesGrp/BOYAmt060650
IRS990/TotalLiabilitiesGrp/EOYAmt095683
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0236798
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277058
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt017050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02765
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239815
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0297448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0372741
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O ACCC 1801 RESEARCH BLVD 400
IRS990/USAddress/CityNm0ROCKVILLE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020850
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.IOS-INDIANA.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELSEY FINCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03019849496
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIANA ONCOLOGY SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0270490797
ReturnHeader/Filer/PhoneNum03019849496
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO ACCC 1801 RESEARCH BLVD 400
ReturnHeader/Filer/USAddress/CityNm0ROCKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020850
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 800N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK U LONGWOOD
ReturnHeader/ReturnTs02025-11-12T10:40:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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