Civic Intelligence

Osteopathic Postdoctoral Training Institute Opti-West Education Cons

990 • Fiscal year 2023 • EIN 32-0087780

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization Profilewww.opti-west.com
309 E Second StPomona, CA 91766-1854

(909) 469-8532

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

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

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

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

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 / Assets40th percentile

Assets

$535,675

No earlier filing loaded for comparison.

Net Assets

$533,345

No earlier filing loaded for comparison.

Liabilities

$2,330

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin79th percentile

Revenue

$254,995

No earlier filing loaded for comparison.

Expenses

$187,928

No earlier filing loaded for comparison.

Net Income

$67,067

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2023

Assets$535,675
Liabilities$2,330
Net Assets$533,345
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$254,995
Expenses$187,928
Net Income$67,067
Open 2023 Filing
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 Pay54th percentile

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
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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2In relation to part VI, section C, line 19 of from 990: Documents are available upon request. No requests have been received.
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IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0120202
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254995
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0484647
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0535675
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0309 E Second St
IRS990/USAddress/CityNm0Pomona
IRS990/USAddress/StateAbbreviationCd0CA
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$535,675
Liabilities
$2,330
Net assets
$533,345
Revenue
$254,995
Expenses
$187,928
Net income
$67,067
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
2023Detailed filing. Detailed filing data is available for this year.$5.36$0.02$5.33$2.55$1.88$0.67