Civic Intelligence

Osteopathic Postdoctoral Training Institute

EIN 32-0087780 • 501(c)3 • Pomona, CA

Profile

To promote excellence in graduate medical education (GME) through accredited post-doctoral programs, patient care outcomes, and success for residents defined as personal and professional growth and achievement of core competencies.

309 E Second StPomona, CA 91766-1854

www.opti-west.com

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$491,921

Down $43,754 (-8.2%) from 2023

Liabilities

Up

$19,736

Up $17,406 (+747%) from 2023

Net Assets

Down

$472,185

Down $61,160 (-11%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin78th percentile

Revenue

Down

$252,857

Down $2,138 (-0.8%) from 2023

Expenses

Up

$314,017

Up $126,089 (+67%) from 2023

Net Income

Down

-$61,160

Down $128,227 (-191%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2023: $535,675Liabilities 2023: $2,330Net Assets 2023: $533,3452023Assets 2024: $491,921Liabilities 2024: $19,736Net Assets 2024: $472,1852024

Highlighted filing

2024

Assets$491,921
Liabilities$19,736
Net Assets$472,185
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2023: $254,995Expenses 2023: $187,928Net Income 2023: $67,0672023Revenue 2024: $252,857Expenses 2024: $314,017Net Income 2024: -$61,1602024

Highlighted filing

2024

Revenue$252,857
Expenses$314,017
Net Income-$61,160
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$491,921
Liabilities
$19,736
Net assets
$472,185
Revenue
$252,857
Expenses
$314,017
Net income
-$61,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.20$4.72$2.53$3.14$0.61
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.02$5.33$2.55$1.88$0.67
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$254,995
Mission and Program Overview

Mission

To promote excellence in graduate medical education (GME) through accredited post-doctoral programs, patient care outcomes, and success for residents defined as personal and professional growth and achievement of core competencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$154,390$289,952▲ $135,562
Cash and Non-Interest-Bearing Accounts$301,980$217,403▼ $84,577
Savings and Temporary Cash Investments$28,277$28,320▲ $43
Total Assets$484,647$535,675▲ $51,028
Liabilities
Accounts Payable and Accrued Expenses$18,369$2,330▼ $16,039
Total Liabilities$18,369$2,330▼ $16,039
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$466,278$533,345▲ $67,067
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$466,278$533,345▲ $67,067
Total Liabilities and Net Assets / Fund Balance$484,647$535,675▲ $51,028
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David ConnettBoard Member
Natalie NevinsBoard Member
Paul KalekasBoard Member
Perry SelfBoard Member
Stephanie L ZeszutekBoard Member
Dan MiulliChief Academic Officer, DIO
Revenue and Support

Revenue Composition

Contributions and Grants
$254,952
Program Service Revenue
$0
Investment Income
$43
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$67,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,928
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 Legal$0$66,972$0$66,972
Other Expenses$11,190$0$0$11,190
All Other Expenses$5,450$124$0$5,574
Office Expenses$630$630$0$1,260
Total Functional Expenses$120,202$67,726$0$187,928
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
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

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

“In relation to Part VI, section B, line 11b of form 990: The form 990 was prepared by accounting staff, then reviewed and approved by the Chief Academic Officer. Copies were offered to all members of the OPTI-West governing body before submitting to the IRS.”

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

“In relation to part VI, section B, line 12c of form 990: The board of directors of this organization has adopted a written policy to require all directors to disclose or state any conflict of interest relating to business and other transactions that would benefit them in influencing the decisions of the organization.”

Form 990, Part VI, Section C, Line 19

“In relation to part VI, section C, line 19 of from 990: Documents are available upon request. No requests have been received.”

Filing and Contact Details

Filer

Filer Name
Osteopathic Postdoctoral Training Institute
EIN
32-0087780
Phone
9094698532
Address
309 E Second St, Pomona, CA 91766-1854
Doing Business As
Opti-west Educational Consortium

Signing Officer

Name
Dan Miulli
Title
Chief Academic Office
Phone
9094698532
Signed
2023-11-08

Organization Details

Principal Officer
Dan E Miulli
Formed
2003
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
80
Raw XML Appendix372 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In relation to part VI, section B, line 12c of form 990: The board of directors of this organization has adopted a written policy to require all directors to disclose or state any conflict of interest relating to business and other transactions that would benefit them in influencing the decisions of the organization.
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043
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IRS990/TotalVolunteersCnt080
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0309 E Second St
IRS990/USAddress/CityNm0Pomona
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IRS990/USAddress/ZIPCd0917661854
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.opti-west.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Miulli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Academic Office
ReturnHeader/BusinessOfficerGrp/PhoneNum09094698532
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSTEOPATHIC POSTDOCTORAL TRAINING INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0OSTE
ReturnHeader/Filer/EIN0320087780
ReturnHeader/Filer/PhoneNum09094698532
ReturnHeader/Filer/USAddress/AddressLine1Txt0309 E Second St
ReturnHeader/Filer/USAddress/CityNm0Pomona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917661854
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-08T15:00:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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