Civic Intelligence

Ocular Research Symposia Foundation Inc

990 • Fiscal year 2016 • EIN 27-4531498

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

21550 Oxnard Street No 300Woodland Hills, CA 91367

(818) 274-3000

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

17th percentile

-18%

Higher net margin than 17% 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

14th percentile

-34%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

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

Assets

Down

$2,106

Down $1,074 (-34%) from 2015

Net Assets

Down

$2,106

Down $1,074 (-34%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$6,000

Down $72,400 (-92%) from 2015

Expenses

Down

$7,074

Down $97,470 (-93%) from 2015

Net Income

Up

-$1,074

Up $25,070 (+96%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$2,106
Liabilities$0
Net Assets$2,106

Operations Trend

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

2016

Revenue$6,000
Expenses$7,074
Net Income-$1,074
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$6,000
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$3,180$2,106▼ $1,074
Rtn Earn Endowment Incm Other Fnds$3,180$2,106▼ $1,074
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,180$2,106▼ $1,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,180$2,106▼ $1,074
Total Liabilities and Net Assets / Fund Balance$3,180$2,106▼ $1,074
Compensation and Service Providers

Board Members and Trustees

NameTitle
Howard W DickerPresident, CEO and Secreta
Jerald R DavisCFO
Gerald ChaderV.p. and Medical Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$6,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$6,000
Change in Net Assets
$-1,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,074
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
Insurance$2,103--$2,103
Conferences and Meetings$2,000--$2,000
Fees for Services Accounting-$2,000-$2,000
Office Expenses$416$416-$832
Other Expenses-$55-$55
Total Functional Expenses$4,519$2,555$0$7,074
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 11B

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 Contact Addresses for Officers, Directors, Etc

Howard w. Dicker - 21550 oxnard street, suite 300, 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
8182743000
Address
21550 OXNARD STREET NO 300, WOODLAND HILLS, CA 91367

Signing Officer

Name
Howard W Dicker
Title
President
Phone
8182743000
Signed
2017-05-08
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
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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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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 300, 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCULAR RESEARCH SYMPOSIA FOUNDATION INC
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ReturnHeader/TaxPeriodEndDt02016-12-31
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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits