Civic Intelligence

Ocular Research Symposia Foundation Inc

990 • Fiscal year 2014 • EIN 27-4531498

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization ProfileTHEORSF.ORG
21550 Oxnard Street No 550Woodland Hills, CA 91367

(818) 704-1000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

98th percentile

496%

Faster asset growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$29,324

Up $24,403 (+496%) from 2013

Net Assets

Up

$29,324

Up $24,403 (+496%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Down

$78,250

Down $69,250 (-47%) from 2013

Expenses

Down

$53,847

Down $91,959 (-63%) from 2013

Net Income

Up

$24,403

Up $22,709 (+1341%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$40K$30K$20K$10K$0Assets 2011: $31,314Liabilities 2011: $0Net Assets 2011: $31,3142011Assets 2012: $3,227Liabilities 2012: $0Net Assets 2012: $3,2272012Assets 2013: $4,921Liabilities 2013: $0Net Assets 2013: $4,9212013Assets 2014: $29,324Liabilities 2014: $0Net Assets 2014: $29,3242014Assets 2015: $3,180Liabilities 2015: $0Net Assets 2015: $3,1802015Assets 2016: $2,106Liabilities 2016: $0Net Assets 2016: $2,1062016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$29,324
Liabilities$0
Net Assets$29,324
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $201,7862011Expenses 2012: $94,5872012Revenue 2013: $147,500Expenses 2013: $145,806Net Income 2013: $1,6942013Revenue 2014: $78,250Expenses 2014: $53,847Net Income 2014: $24,4032014Revenue 2015: $78,400Expenses 2015: $104,544Net Income 2015: -$26,1442015Revenue 2016: $6,000Expenses 2016: $7,074Net Income 2016: -$1,0742016Revenue 2017: $643Expenses 2017: $2,749Net Income 2017: -$2,1062017

Highlighted filing

2014

Revenue$78,250
Expenses$53,847
Net Income$24,403
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Gross Receipts
$78,250
Mission and Program Overview

Mission

To accelerate the pace of discovery in diseases of the eye by sharing information, ideas and findings and promoting the translation of these discoveries into preventions, treatments and cures for blinding ocular diseases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,921$29,324▲ $24,403
Rtn Earn Endowment Incm Other Fnds$4,921$29,324▲ $24,403
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,921$29,324▲ $24,403
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,921$29,324▲ $24,403
Total Liabilities and Net Assets / Fund Balance$4,921$29,324▲ $24,403
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Howard W DickerPresident, CEO and Secretary
Jerald R DavisCFO
Gerald ChaderVP and Medical Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$78,250
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$78,250
Change in Net Assets
$24,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$3,332--$3,332
Fees for Services Accounting-$2,000-$2,000
Insurance$1,960--$1,960
Office Expenses$318$318-$636
Fees for Services Other-$255-$255
Other Expenses$13,131$36-$36
Total Functional Expenses$51,158$2,689$0$53,847
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“NOT APPLICABLE”

Form 990, Part VI, Section B, Line 11

“The governing body meets and reviews the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its 990 available to the public upon request.”

Form 990, Part VII

“Howard w. Dicker - 21550 oxnard street, suite 550, woodland hills, ca 91367. Jerald r. Davis - 5991 vista de la luz, woodland hills, ca 91367. Gerald chader - 2588 morningside street, pasadena, ca 91107.”

Filing and Contact Details

Filer

Filer Name
Ocular Research Symposia Foundation Inc
EIN
27-4531498
Phone
8187041000
Address
21550 OXNARD STREET NO 550, WOODLAND HILLS, CA 91367

Signing Officer

Name
Howard W Dicker
Title
President
Phone
8187041000
Signed
2015-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard Dicker
Formed
2011
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Miller and Co Llp
Address
21700 OXNARD ST STE 1250, WOODLAND HILLS, CA 91367
Preparer
Leonard Altadonna
Phone
8184497920
Raw XML Appendix295 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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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0CONSULTING
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY MEETS AND REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOWARD W. DICKER - 21550 OXNARD STREET, SUITE 550, WOODLAND HILLS, CA 91367. JERALD R. DAVIS - 5991 VISTA DE LA LUZ, WOODLAND HILLS, CA 91367. GERALD CHADER - 2588 MORNINGSIDE STREET, PASADENA, CA 91107.
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08187041000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCULAR RESEARCH SYMPOSIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OCUL
ReturnHeader/Filer/EIN0274531498
ReturnHeader/Filer/PhoneNum08187041000
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ReturnHeader/Filer/USAddress/ZIPCd091367
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951754087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER AND CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021700 OXNARD ST STE 1250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08184497920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD ALTADONNA
ReturnHeader/ReturnTs02015-05-11T17:52:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,324
Liabilities
$0
Net assets
$29,324
Revenue
$78,250
Expenses
$53,847
Net income
$24,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.03$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.78$1.05$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.78$0.54$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.48$1.46$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$2.02