Civic Intelligence

Otfs Research & Education Foundation

990PF • Fiscal year 2014 • EIN 32-0170498

Aug 01, 2013 to Jul 31, 2014 • Filed on Mar 09, 2015

Organization Profile
3750 Convoy Street92111

(858) 278-8031

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$10,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

47%

Faster asset growth than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$161,077

Up $51,212 (+47%) from 2013

Net Assets

Up

$161,077

Up $51,212 (+47%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin77th percentile

Revenue

$247,557

No earlier filing loaded for comparison.

Expenses

Down

$196,345

Down $51,173 (-21%) from 2013

Net Income

$51,212

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$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

2014

Assets$161,077
Liabilities$0
Net Assets$161,077
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$247,557
Expenses$196,345
Net Income$51,212
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Mar 9, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey M Smith MDPresidentPT$10,000-$10,000
Kate Deely SmithSecretary-$5,000-$5,000
Anthony Sanzone MDTreasurer-$5,000-$5,000
Filing and Contact Details

Filer

EIN
32-0170498
Phone
8582788031

Signing Officer

Name
Jeffrey Smith Md
Title
President
Signed
2015-03-09
Discuss with paid preparer
Yes

Preparer

Preparer
Jeanne A Max
Phone
6192829050
Raw XML Appendix333 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02345
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02345
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0MEDICAL SERVICE FEES
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt093637
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02345
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
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IRS990PF/FMVAssetsEOYAmt0159771
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt070688
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0118670
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0118670
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03221
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01914
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0109865
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jeffrey M Smith MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kate Deely Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Anthony Sanzone MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine103750 Convoy Street Suite 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine113750 Convoy Street Suite 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine123750 Convoy Street Suite 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode092111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode192111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode292111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02008-06-02
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0360704
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0102668
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0102668
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0MEDICAL SERVICE FEES ARE GENERATED BY THE FELLOWS PERFORMING MEDICAL SERVICES FOR PATIENTS UNDER THE SUPERVISION OF PHYSICIANS. THIS PATIENT CONTACT IS CRUCIAL FOR THE FELLOWS TO DEVELOP EXPERTISE IN THE MANAGEMENT OF TRAUMA PATIENTS.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0San Diego
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode092111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Jeffrey M Smith MD
IRS990PF/StatementsRegardingActyGrp/PhoneNum08582788031
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE REQUIRED SUPERVISION FOR MEDICAL FELLOWS TREATING TRAUMA PATIENTS, FOR THE FELLOWS TO DEVELOP EXPERTISE IN TRAUMA MANAGEMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONDUCT EDUCATION CONFERENCES TO INCREASE AWARENESS OF INNOVATIVE TECHNIQUES IN TRAUMA TREATMENT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0SPONSOR AND SUPPORT RESEARCH IN THE FIELD OF ORTHOPEDIC TRAUMA.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt04975
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10SYNTHES INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine11AO NORTH AMERICA INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ORTHOFIX INC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine101302 WRIGHTS LANE EAST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine111700 RUSSELL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine123451 PLANO PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0WEST CHESTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1PAOLI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City2LEWISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State2TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode019380
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode119301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode275056
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt172500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt27500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM OTFS CORPORATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03221
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01914
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt063513
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110144
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCREDITATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATION SUPPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BILLING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BOOKKEEPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BOOKS AND MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7CME COURSE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9DUES AND LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11FELLOWS PMTS, RELATED TAXES & BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12GENERAL OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13INSURANCE, E&O
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14INSURANCE, MALPRACTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc17PARKING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc18RESEARCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc19UNIFORMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt118844
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2275
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt344
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt44728
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51359
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6881
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt728201
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt84163
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt94711
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10345
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt111813
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt127124
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt138615
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt145184
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15275
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16277
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17813
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118863
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt344
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44728
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6881
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt728201
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt84163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt94711
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1163513
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121813
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1418759
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17277
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18813
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19175
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt093637
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEDICAL SERVICE FEES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt093637
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY SMITH MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10OTFS Research & Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OTFS
ReturnHeader/Filer/EIN0320170498
ReturnHeader/Filer/PhoneNum08582788031
ReturnHeader/Filer/USAddress/AddressLine103750 Convoy Street
ReturnHeader/Filer/USAddress/City0San Diego
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Max and Pieters APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10409 Camino del Rio S Suite 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921083560
ReturnHeader/PreparerPersonGrp/PhoneNum06192829050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanne A Max
ReturnHeader/ReturnTs02015-03-13T15:15:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,077
Liabilities
$0
Net assets
$161,077
Revenue
$247,557
Expenses
$196,345
Net income
$51,212
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