Civic Intelligence

Ocular Research Symposia Foundation Inc

990 • Fiscal year 2017 • EIN 27-4531498

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

4035 Tarrybrae TerraceTarzana, CA 91356

(818) 881-0942

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-328%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $2,106 (-100%) from 2016

Net Assets

Down

$0

Down $2,106 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$643

Down $5,357 (-89%) from 2016

Expenses

Down

$2,749

Down $4,325 (-61%) from 2016

Net Income

Down

-$2,106

Down $1,032 (-96%) from 2016

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

2017

Assets$0
Liabilities$0
Net Assets$0

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

2017

Revenue$643
Expenses$2,749
Net Income-$2,106
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Gross Receipts
$643
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$2,106$0▼ $2,106
Rtn Earn Endowment Incm Other Fnds$2,106$0▼ $2,106
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,106$0▼ $2,106
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,106$0▼ $2,106
Total Liabilities and Net Assets / Fund Balance$2,106$0▼ $2,106
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
$643
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$643
Change in Net Assets
$-2,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,749
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
Fees for Services Accounting-$1,600-$1,600
Office Expenses$476$476-$952
Other Expenses-$10-$10
Total Functional Expenses$476$2,273$0$2,749
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 - 4035 tarrybrae terrace, tarzana, ca 91356. 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
8188810942
Address
4035 TARRYBRAE TERRACE, TARZANA, CA 91356

Signing Officer

Name
Howard W Dicker
Title
President
Phone
8188810942
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Howard W 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 - 4035 TARRYBRAE TERRACE, TARZANA, CA 91356. 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/FilingSecurityInformation/IPTm014:12:46
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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/ReturnTs02018-05-09T16:59:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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