Civic Intelligence

Otfs Research & Education Foundation

990PF • Fiscal year 2015 • EIN 32-0170498

Aug 01, 2014 to Jul 31, 2015 • Filed on Mar 15, 2016

Organization Profile
3750 Convoy StreetSan Diego, CA 92111

(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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

86th percentile

$20,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

91st percentile

78%

Faster asset growth than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$287,319

Up $126,242 (+78%) from 2014

Net Assets

Up

$287,319

Up $126,242 (+78%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Up

$301,455

Up $53,898 (+22%) from 2014

Expenses

Down

$181,213

Down $15,132 (-7.7%) from 2014

Net Income

Up

$120,242

Up $69,030 (+135%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2015

Assets$287,319
Liabilities$0
Net Assets$287,319
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

2015

Revenue$301,455
Expenses$181,213
Net Income$120,242
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Mar 15, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey M Smith MDPresidentPT$20,000-$20,000
Anthony Sanzone MDTreasurer-$5,000-$5,000
Kate Deely SmithSecretary-$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
2016-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Max and Pieters APC
Address
409 Camino del Rio S Suite 305, San Diego, CA 92108-3560
Preparer
Jeanne A Max
Phone
6192829050
Raw XML Appendix329 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0SPONSOR AND SUPPORT RESEARCH IN THE FIELD OF ORTHOPEDIC TRAUMA.
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PACIRA PHARMACEUTICALS INC
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03221
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSITS - PUSHING THE ENVELOPE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM OTFS CORPORATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt142839
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt142839
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt022344
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1898
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt269364
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt319050
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt419
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCREDITATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATION SUPPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2APPLICATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BILLING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BOOKKEEPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CME COURSE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7DUES AND LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9EDUCATION GRANTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10FELLOWS PMTS, RELATED TAXES & BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11GENERAL OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12INSURANCE, MALPRACTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13MEALS AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14PARKING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc15RESEARCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc16UNIFORMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11675
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26871
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3460
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42983
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53992
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61790
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt85903
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt91662
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt104758
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt122650
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13406
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36871
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52983
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt63992
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt95903
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1069364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt111662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1219050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt134758
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16425
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0133935
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEDICAL SERVICE FEES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0133935
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY SMITH MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-15
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/BusinessNameLine1Txt0Max and Pieters APC
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/PreparerPersonNm0Jeanne A Max
ReturnHeader/ReturnTs02016-04-11T10:27:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,319
Liabilities
$0
Net assets
$287,319
Revenue
$301,455
Expenses
$181,213
Net income
$120,242
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