Civic Intelligence

Veterinary Orthopedic Society

990 • Fiscal year 2014 • EIN 36-2996650

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 29, 2014

PO Box 70548805-0705

(800) 381-2468

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$1,036,428

No earlier filing loaded for comparison.

Net Assets

$1,032,074

No earlier filing loaded for comparison.

Liabilities

$4,354

No earlier filing loaded for comparison.

Revenue

$656,038

No earlier filing loaded for comparison.

Expenses

$534,425

No earlier filing loaded for comparison.

Net Income

$121,613

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,036,428Liabilities 2014: $4,354Net Assets 2014: $1,032,0742014Assets 2015: $1,073,906Liabilities 2015: $41,433Net Assets 2015: $1,032,4732015Assets 2016: $1,108,926Liabilities 2016: $5,112Net Assets 2016: $1,103,8142016Assets 2017: $1,145,821Liabilities 2017: $3,999Net Assets 2017: $1,141,8222017Assets 2018: $1,136,556Liabilities 2018: $2,680Net Assets 2018: $1,133,8762018Assets 2019: $1,171,342Liabilities 2019: $6,315Net Assets 2019: $1,165,0272019Assets 2020: $1,157,928Liabilities 2020: $1,737Net Assets 2020: $1,156,1912020Assets 2021: $1,614,895Liabilities 2021: $3,157Net Assets 2021: $1,611,7382021Assets 2022: $1,439,125Liabilities 2022: $940Net Assets 2022: $1,438,1852022Assets 2023: $1,621,674Liabilities 2023: $5,024Net Assets 2023: $1,616,6502023Assets 2024: $1,801,007Liabilities 2024: $66,855Net Assets 2024: $1,734,1522024Assets 2025: $1,905,308Liabilities 2025: $3,617Net Assets 2025: $1,901,6912025

Highlighted filing

2014

Assets$1,036,428
Liabilities$4,354
Net Assets$1,032,074

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $656,038Expenses 2014: $534,425Net Income 2014: $121,6132014Revenue 2015: $333,001Expenses 2015: $308,702Net Income 2015: $24,2992015Revenue 2016: $414,858Expenses 2016: $302,410Net Income 2016: $112,4482016Revenue 2017: $321,166Expenses 2017: $315,868Net Income 2017: $5,2982017Revenue 2018: $382,207Expenses 2018: $335,827Net Income 2018: $46,3802018Revenue 2019: $350,994Expenses 2019: $355,230Net Income 2019: -$4,2362019Revenue 2020: $327,425Expenses 2020: $361,442Net Income 2020: -$34,0172020Revenue 2021: $318,623Expenses 2021: $115,325Net Income 2021: $203,2982021Revenue 2022: $604,203Expenses 2022: $575,655Net Income 2022: $28,5482022Revenue 2023: $461,882Expenses 2023: $394,773Net Income 2023: $67,1092023Revenue 2024: $508,593Expenses 2024: $538,648Net Income 2024: -$30,0552024Revenue 2025: $497,541Expenses 2025: $486,184Net Income 2025: $11,3572025

Highlighted filing

2014

Revenue$656,038
Expenses$534,425
Net Income$121,613
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 29, 2014
Return Version
2013v3.0
Gross Receipts
$848,960
Mission and Program Overview

Mission

To sponsor an annual convention for members involved in orthopedic veterinary medicine and to award grants for research in this field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$532,423$516,214▼ $16,209
Savings and Temporary Cash Investments$232,011$500,268▲ $268,257
Pledges and Grants Receivable$40,590$12,500▼ $28,090
Land, Buildings, and Equipment, Net$2,726$2,174▼ $552
Accounts Receivable$59,877$272▼ $59,605
Total Assets$873,627$1,036,428▲ $162,801
Other Assets Total$6,000$5,000▼ $1,000
Liabilities
Other Liabilities$2,097$2,247▲ $150
Accounts Payable and Accrued Expenses-$2,107-
Total Liabilities$2,097$4,354▲ $2,257
Net Assets / Fund Balance
Unrestricted Net Assets$529,174$575,513▲ $46,339
Temporarily Rstr Net Assets$342,356$456,561▲ $114,205
Total Net Assets Fund Balance$871,530$1,032,074▲ $160,544
Total Liabilities and Net Assets / Fund Balance$873,627$1,036,428▲ $162,801

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,174$1,577$3,751
Other Securities$516,214--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike KowaleskiImmediate Past President
Kenneth BrueckerPresident
Steve PetersenPresident Elect
Andy BatheBoard Member
Derek FoxBoard Member
Janet Van DykeBoard Member
Laurent GuiotBoard Member
Randy BasingerBoard Member
Reunan GuillouBoard Member
W Michael KarlinRecorder
R Mark DayeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,955
Program Service Revenue
$512,051
Investment Income
$36,032
Other Revenue
$0
All Other Contributions
$107,955
Change in Net Assets
$121,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$492,825
Grants and Similar Amounts Paid$41,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$403,059--$403,059
Fees for Services Other$48,505--$48,505
Grants to Domestic Orgs$31,416--$31,416
Office Expenses$21,975--$21,975
Grants to Domestic Individuals$10,184--$10,184
Fees for Services Accounting$4,800--$4,800
Advertising$2,331--$2,331
Occupancy$1,800--$1,800
Depreciation Depletion$552--$552
Other Expenses$10--$10
Total Functional Expenses$534,425$0$0$534,425
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Hohn Johnson Research Award - Lawhon$39,995
---Hohn Johnson Research Award - Refund From 2011$-8,579
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Membership Dues and Fees$2,247
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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

Form 990, Part VI, Section A, Line 6

The organization consists of dues paying members.

Form 990, Part VI, Section A, Line 7A

All members in good standing are entitled to vote for the board of directors.

Form 990, Part VI, Section A, Line 8B

The organization does not have committees that act on behalf of the board of directors.

Form 990, Part VI, Section B, Line 11

The organization's form 990 is available for review by the board of directors prior to its filing. The form 990 is reviewed by the treasurer at the time of signing.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

EIN
36-2996650
Phone
8003812468

Signing Officer

Name
R Mark Daye
Title
Treasurer
Phone
3306702358
Signed
2014-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Mark Daye
Formed
1976
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Preparer
David R Taubcpa
Phone
2486265258
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain on investments 38,931.

Raw XML AppendixShowing 400 of 457 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100171
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt052933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0413095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06803
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08709
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt077609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0507008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0407965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0212170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0184355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0146885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01458383
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt077609
IRS990ScheduleA/InvestmentIncomeCYPct00.03940
IRS990ScheduleA/InvestmentIncomePYPct00.03790
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05043
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt08195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06466
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02190
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0678
IRS990ScheduleA/OtherIncome509Grp/TotalAmt022572
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94920
IRS990ScheduleA/PublicSupportPY509Pct00.95030
IRS990ScheduleA/PublicSupportTotal509Amt01871478
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0614963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0508136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0265103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0278763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0204513
IRS990ScheduleA/Total509Grp/TotalAmt01871478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0656038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0533373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0278372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0289662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0214214
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01971659
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02174
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01577
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03751
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID MEMBERSHIP DUES AND FEES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0516214
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02174
IRS990ScheduleD/TotalBookValueSecuritiesAmt0516214
IRS990ScheduleD/TotalLiabilityAmt02247
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010184
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MARK BLOOMBERG RESIDENT RESEARCH AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt0-8579
IRS990ScheduleI/RecipientTable/CashGrantAmt139995
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HOHN JOHNSON RESEARCH AWARD - REFUND FROM 2011
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HOHN JOHNSON RESEARCH AWARD - LAWHON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF MINNESOTA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11TEXAS A&M AGRILIFE RESEARCH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE VETERINARY ORTHOPEDIC SOCIETY'S RESEARCH COMMITTEE COMPRISED OF THE ORGANIZATION'S MEMBERSHIP ADHERE TO THE FOLLOWING SELECTION PROCESS: HOHN JOHNSON RESEARCH GRANT - THE COMMITTEE REVIEWS GRANT PROPOSALS SUBMITTED BY THE UNIVERSITIES AND SELECTS ONE ENTITY TO RECEIVE THIS ANNUAL GRANT. MARK BLOOMBERG RESIDENT RESEARCH AWARD - THE COMMITTEE REVIEWS ALL ABSTRACTS SUBMITTED AND AWARDS THE TOP INDIVIDUALS UP TO $1,500 TOWARDS ANNUAL CONVENTION EXPENSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF DUES PAYING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE FOR THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING. THE FORM 990 IS REVIEWED BY THE TREASURER AT THE TIME OF SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAIN ON INVESTMENTS 38,931.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0342356
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0456561
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0873627
IRS990/TotalAssetsEOYAmt01036428
IRS990/TotalAssetsGrp/BOYAmt0873627
IRS990/TotalAssetsGrp/EOYAmt01036428
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0107955
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0534425
IRS990/TotalFunctionalExpensesGrp/TotalAmt0534425
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02097
IRS990/TotalLiabilitiesEOYAmt04354

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.90$0.50$0.49$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.07$1.73$0.51$0.54$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.01$1.62$0.46$0.39$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.60$0.58$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.32$0.12$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.33$0.36$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.01$1.17$0.35$0.36$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.13$0.38$0.34$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.14$0.32$0.32$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.01$1.10$0.41$0.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.04$1.03$0.33$0.31$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.03$0.66$0.53$0.12