Civic Intelligence

Otfs Research & Education Foundation

EIN 32-0170498 • San Diego, CA

3750 Convoy StreetSan Diego, CA 92111
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

61%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$279,823

Up $58,936 (+27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$279,823

Up $58,936 (+27%) from 2016

Operations
Liabilities / Revenue66th percentileNet Margin81st percentile

Revenue

Up

$194,649

Up $73,557 (+61%) from 2016

Expenses

Down

$135,713

Down $51,811 (-28%) from 2016

Net Income

Up

$58,936

Up $125,368 (+189%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$300K$200K$100K$0Assets 2011: $64,104Liabilities 2011: $0Net Assets 2011: $64,1042011Assets 2012: $108,569Liabilities 2012: $0Net Assets 2012: $108,5692012Assets 2013: $109,865Liabilities 2013: $0Net Assets 2013: $109,8652013Assets 2014: $161,077Liabilities 2014: $0Net Assets 2014: $161,0772014Assets 2015: $287,319Liabilities 2015: $0Net Assets 2015: $287,3192015Assets 2016: $220,887Liabilities 2016: $0Net Assets 2016: $220,8872016Assets 2017: $279,823Liabilities 2017: $0Net Assets 2017: $279,8232017

Highlighted filing

2017

Assets$279,823
Liabilities$0
Net Assets$279,823
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $72,8212011Expenses 2012: $174,8262012Expenses 2013: $247,5182013Revenue 2014: $247,557Expenses 2014: $196,345Net Income 2014: $51,2122014Revenue 2015: $301,455Expenses 2015: $181,213Net Income 2015: $120,2422015Revenue 2016: $121,092Expenses 2016: $187,524Net Income 2016: -$66,4322016Revenue 2017: $194,649Expenses 2017: $135,713Net Income 2017: $58,9362017

Highlighted filing

2017

Revenue$194,649
Expenses$135,713
Net Income$58,936
Open 2017 Filing

Filings

Most recent year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,823
Liabilities
$0
Net assets
$279,823
Revenue
$194,649
Expenses
$135,713
Net income
$58,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.95$1.36$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.21$1.88$0.66
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$3.01$1.81$1.20
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$2.48$1.96$0.51
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.48
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.75
2011Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 15, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey M Smith MDPresidentPT$0--
Kate Deely SmithSecretary-$0--
Anthony Sanzone MDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
OTFS Research & Education Foundation
EIN
32-0170498
Phone
8582788031
Address
3750 Convoy Street, San Diego, CA 92111

Signing Officer

Name
Jeffrey Smith Md
Title
President
Signed
2018-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Pieters and Associates
Address
409 Camino del Rio S Suite 305, San Diego, CA 92108-3560
Preparer
John Pieters
Phone
6192829050
Raw XML Appendix306 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160018
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt016323
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM OTFS CORPORATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt043351
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt043351
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt124959
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt26538
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3324
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt41200
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt572783
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt61393
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt718792
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt833
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCREDITATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATION SUPPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BILLING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BOOKS AND MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CME COURSE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5DUES AND LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6FELLOWS PMTS, RELATED TAXES & BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7GENERAL OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8INSURANCE, MALPRACTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9MEALS AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10PARKING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11RESEARCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13022
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124959
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26538
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt672783
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71393
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt818792
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt93002
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111055
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0139629
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEDICAL SERVICE FEES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0139629
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt060
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY SMITH MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTFS Research & Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OTFS
ReturnHeader/Filer/EIN0320170498
ReturnHeader/Filer/PhoneNum08582788031
ReturnHeader/Filer/USAddress/AddressLine1Txt03750 Convoy Street
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pieters and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0409 Camino del Rio S Suite 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921083560
ReturnHeader/PreparerPersonGrp/PhoneNum06192829050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Pieters
ReturnHeader/ReturnTs02018-06-19T15:36:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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