Civic Intelligence

Society of Heed Fellows Dept of Ophthalmology CL Clinic Fdn

990 • Fiscal year 2019 • EIN 34-1466458

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization Profilewww.heed.org
3375 SW Terwilliger BlvdPortland, OR 97239

(503) 319-5968

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-81%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,122,486

Up $29,239 (+1.4%) from 2018

Net Assets

Up

$2,122,486

Up $29,239 (+1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin79th percentile

Revenue

Down

$131,076

Down $568,296 (-81%) from 2018

Expenses

Down

$101,837

Down $7,689 (-7.0%) from 2018

Net Income

Down

$29,239

Down $560,607 (-95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $1,445,881Liabilities 2013: $0Net Assets 2013: $1,445,8812013Assets 2014: $1,472,875Liabilities 2014: $0Net Assets 2014: $1,472,8752014Assets 2015: $1,497,441Liabilities 2015: $0Net Assets 2015: $1,497,4412015Assets 2016: $1,508,477Liabilities 2016: $0Net Assets 2016: $1,508,4772016Assets 2017: $1,503,401Liabilities 2017: $0Net Assets 2017: $1,503,4012017Assets 2018: $2,093,247Liabilities 2018: $0Net Assets 2018: $2,093,2472018Assets 2019: $2,122,486Liabilities 2019: $0Net Assets 2019: $2,122,4862019Assets 2020: $2,109,981Liabilities 2020: $0Net Assets 2020: $2,109,9812020Assets 2021: $2,221,465Liabilities 2021: $0Net Assets 2021: $2,221,4652021Assets 2022: $2,306,158Liabilities 2022: $0Net Assets 2022: $2,306,1582022Assets 2023: $2,166,655Liabilities 2023: $0Net Assets 2023: $2,166,6552023Assets 2024: $2,157,682Liabilities 2024: $0Net Assets 2024: $2,157,6822024

Highlighted filing

2019

Assets$2,122,486
Liabilities$0
Net Assets$2,122,486
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $97,846Expenses 2013: $89,452Net Income 2013: $8,3942013Revenue 2014: $116,234Expenses 2014: $89,239Net Income 2014: $26,9952014Revenue 2015: $113,215Expenses 2015: $88,649Net Income 2015: $24,5662015Revenue 2016: $107,845Expenses 2016: $96,842Net Income 2016: $11,0032016Revenue 2017: $102,676Expenses 2017: $107,752Net Income 2017: -$5,0762017Revenue 2018: $699,372Expenses 2018: $109,526Net Income 2018: $589,8462018Revenue 2019: $131,076Expenses 2019: $101,837Net Income 2019: $29,2392019Revenue 2020: $106,559Expenses 2020: $119,064Net Income 2020: -$12,5052020Revenue 2021: $181,551Expenses 2021: $70,066Net Income 2021: $111,4852021Revenue 2022: $168,577Expenses 2022: $83,884Net Income 2022: $84,6932022Revenue 2023: $80,690Expenses 2023: $220,195Net Income 2023: -$139,5052023Revenue 2024: $152,616Expenses 2024: $160,742Net Income 2024: -$8,1262024

Highlighted filing

2019

Revenue$131,076
Expenses$101,837
Net Income$29,239
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Gross Receipts
$365,287
Mission and Program Overview

Mission

The Society of Heed Fellows is organized and operated exclusively to raise the standards of medical care by promoting and advancing the art and sciences of Ophthalmology.

The Society of Heed Fellows is organized and operated exclusively to raise the standards of medical care of the ocular sick by promoting and advancing the art and sciences of Ophthalmology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,093,247$2,122,486▲ $29,239
Investments in Publicly Traded Securities$2,088,395$2,113,063▲ $24,668
Cash and Non-Interest-Bearing Accounts$4,852$9,423▲ $4,571
Total Assets$2,093,247$2,122,486▲ $29,239
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,093,247$2,122,486▲ $29,239
Total Liabilities and Net Assets / Fund Balance$2,093,247$2,122,486▲ $29,239
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Marco A ZarbinDirector
Eduardo C AlfonsoIndividual Trustee
Julia A HallerIndividual Trustee
Paul LeeIndividual Trustee
Russell Van GelderIndividual Trustee
David WilsonExecutive Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$54,610
Program Service Revenue
$0
Investment Income
$76,466
Other Revenue
$0
All Other Contributions
$100
Change in Net Assets
$29,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,048
Other Expenses$34,709
Salaries, Compensation, and Employee Benefits$7,080
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$60,048--$60,048
Conferences and Meetings-$10,972-$10,972
Current Officers, Directors, Trustees, and Key Employees-$4,505-$4,505
Other Salaries and Wages-$2,575-$2,575
Other Expenses-$2,369-$2,369
Fees for Services Accounting-$1,300-$1,300
Information Technology-$428-$428
Total Functional Expenses$60,048$41,789$0$101,837
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Bonita Gutman, wife of Executive Secretary Froncie A. Gutman, MD”

Committee meeting documentation Part VI line 8B

“No committies”

Form 990 governing body review Part VI line 11

“Copy is provided to the trustee.”

Conflict of interest policy compliance Part VI line 12C

“Policy is self-policing”

CEO executive director top management comp Part VI line 15A

“Market rate for similar positions.”

Other officer or key employee compensation Part VI line 15B

“Market rate for similar positions.”

Governing documents etc available to public Part VI line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
The Society of Heed Fellows 1035002003
EIN
34-1466458
Address
3375 SW Terwilliger Blvd, Portland, OR 97239

Signing Officer

Name
David Wilson MD
Title
Executive Secre
Phone
5033195968
Signed
2020-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wilson MD
Formed
1987
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Clark Financial Services
Address
11950 S Harlem Ave Suite 202 1, Palos Heights, IL 60463
Preparer
Timothy J Clark CFP EA
Phone
7084244100
Supplemental Narrative

Additional Explanations

Unrelated business income explanation Part V line 3B

“Not applicable”

Raw XML Appendix352 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Part 1, Line 2 Application forms are available via the web at www.heed.org. January 15th filing deadline for fellowships starting in July. The fellowship must be completed within three years of residency. The fellowship must be conducted in the United States and must be a graduate of an accredited medical school of osteopathic medicine.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Not applicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bonita Gutman, wife of Executive Secretary Froncie A. Gutman, MD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No committies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copy is provided to the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Policy is self-policing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Market rate for similar positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Market rate for similar positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Unrelated business income explanation Part V line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02122486
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054610
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041789
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060048
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02093247
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IRS990/TotalProgramServiceExpensesAmt060048
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt076466
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131076
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02122486
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0OR
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.heed.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Wilson MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Secre
ReturnHeader/BusinessOfficerGrp/PhoneNum05033195968
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Society of Heed Fellows 1035002003
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0341466458
ReturnHeader/Filer/USAddress/AddressLine1Txt03375 SW Terwilliger Blvd
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036869120201292pnqb22
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.111.40.68
ReturnHeader/FilingSecurityInformation/IPDt02020-05-08
ReturnHeader/FilingSecurityInformation/IPTm012:18:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364399913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clark Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011950 S Harlem Ave Suite 202 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palos Heights
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060463
ReturnHeader/PreparerPersonGrp/PhoneNum07084244100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy J Clark CFP EA
ReturnHeader/ReturnTs02020-05-08T12:16:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,122,486
Liabilities
$0
Net assets
$2,122,486
Revenue
$131,076
Expenses
$101,837
Net income
$29,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.08$0.22$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.17$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.18$0.07$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.11$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.13$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.70$0.11$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11$0.10$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.09$0.01