Civic Intelligence

Otfs Research & Education Foundation

990PF • Fiscal year 2016 • EIN 32-0170498

Aug 01, 2015 to Jul 31, 2016 • Filed on Mar 27, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

86th percentile

$20,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-60%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$220,887

Down $66,432 (-23%) from 2015

Net Assets

Down

$220,887

Down $66,432 (-23%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$121,092

Down $180,363 (-60%) from 2015

Expenses

Up

$187,524

Up $6,311 (+3.5%) from 2015

Net Income

Down

-$66,432

Down $186,674 (-155%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2016

Assets$220,887
Liabilities$0
Net Assets$220,887
Open 2016 Filing

Operations Trend

Revenue Growth8th 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

2016

Revenue$121,092
Expenses$187,524
Net Income-$66,432
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 27, 2017
Return Version
2015v3.0
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
2017-03-27
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 Appendix292 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt63302
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7437
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt83068
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt98263
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10178
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt111595
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25959
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3473
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44703
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54702
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt670552
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt73302
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt818902
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9437
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt103068
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131595
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0121072
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEDICAL SERVICE FEES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0121072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01701
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01701
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY SMITH MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-27
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/ReturnTs02017-03-29T16:20:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,887
Liabilities
$0
Net assets
$220,887
Revenue
$121,092
Expenses
$187,524
Net income
-$66,432
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