Civic Intelligence

Osteopathic Postdoctoral Training Institute Opti-West Education Cons

990 • Fiscal year 2024 • EIN 32-0087780

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-8.2%

Faster asset growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-0.8%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$491,921

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

Net Assets

Down

$472,185

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

Liabilities

Up

$19,736

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

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin17th 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

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2024

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

Operations Trend

Revenue Growth45th percentile

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

2024

Revenue$252,857
Expenses$314,017
Net Income-$61,160
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$252,857
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
Cash and Non-Interest-Bearing Accounts$217,403$382,780▲ $165,377
Accounts Receivable$289,952$79,972▼ $209,980
Savings and Temporary Cash Investments$28,320$29,169▲ $849
Total Assets$535,675$491,921▼ $43,754
Liabilities
Accounts Payable and Accrued Expenses$2,330$19,736▲ $17,406
Total Liabilities$2,330$19,736▲ $17,406
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$533,345$472,185▼ $61,160
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$533,345$472,185▼ $61,160
Total Liabilities and Net Assets / Fund Balance$535,675$491,921▼ $43,754
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Lisa WarrenBoard Member
Natalie NevinsBoard Member
Paul KalekasBoard Member
Stephanie L ZeszutekBoard Member
Perry SelfBoard Member, CFO
Dan MiulliChief Executive Officer, DIO
Revenue and Support

Revenue Composition

Contributions and Grants
$252,008
Program Service Revenue
$0
Investment Income
$849
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-61,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,017
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-$83,934-$83,934
Fees for Services Other$80,000--$80,000
Other Expenses$12,500$0$0$12,500
All Other Expenses$991--$991
Office Expenses$230$229-$459
Travel$57--$57
Total Functional Expenses$229,854$84,163$0$314,017
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

“The form 990 was prepared by accounting staff, then reviewed and approved by the Chief Executive 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

“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

“Documents are available upon request. No requests have been received.”

Filing and Contact Details

Filer

Filer Name
Osteopathic Postdoctoral Training Institute Opti-west Education Cons
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 Executive Officer
Phone
9094698532
Signed
2024-11-14

Organization Details

Principal Officer
Dan Miuli
Formed
2003
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
80
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting services for application for an Internal Medicine New Program accreditation.”

Raw XML Appendix377 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/ExplanationTxt0The form 990 was prepared by accounting staff, then reviewed and approved by the Chief Executive Officer. Copies were offered to all members of the OPTI-West governing body before submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2Documents are available upon request. No requests have been received.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Consulting services for application for an Internal Medicine New Program accreditation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 11g
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084163
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0229854
IRS990/TotalFunctionalExpensesGrp/TotalAmt0314017
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02330
IRS990/TotalLiabilitiesEOYAmt019736
IRS990/TotalLiabilitiesGrp/BOYAmt02330
IRS990/TotalLiabilitiesGrp/EOYAmt019736
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0533345
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0472185
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0229854
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0849
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252857
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0535675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0491921
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt057
IRS990/TravelGrp/TotalAmt057
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0309 E 2nd St
IRS990/USAddress/CityNm0Pomona
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0917661854
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.opti-west.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Miulli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Executive Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum09094698532
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSTEOPATHIC POSTDOCTORAL TRAINING INSTITUTE OPTI-WEST EDUCATION CONS
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/ReturnTs02024-11-14T14:05:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

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
2024Detailed filing. Detailed filing data is available for this year.$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