Civic Intelligence

Oset Inc

EIN 47-3488865 • 501(c)3 • Stamford, CT

Profile

To organize seminars that provide continuing education opportunities to physicians, other health care professionals and the community throughout the year in every subspecialty from child to aging adults.

35 Mayflower Avenue Unit BStamford, CT 06906

www.orthosummit.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.09x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

9th percentile

-23%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$1,996,225

Down $598,752 (-23%) from 2023

Liabilities

Up

$395,110

Up $86,573 (+28%) from 2023

Net Assets

Down

$1,601,115

Down $685,325 (-30%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin14th percentile

Revenue

Up

$4,291,846

Up $659,306 (+18%) from 2023

Expenses

Up

$5,176,231

Up $2,191,164 (+73%) from 2023

Net Income

Down

-$884,385

Down $1,531,858 (-237%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2015: $619,217Liabilities 2015: $472,340Net Assets 2015: $146,8772015Assets 2016: $619,217Liabilities 2016: $472,340Net Assets 2016: $146,8772016Assets 2017: $416,882Liabilities 2017: $323,057Net Assets 2017: $93,8252017Assets 2018: $841,407Liabilities 2018: $677,283Net Assets 2018: $164,1242018Assets 2019: $1,079,365Liabilities 2019: $354,897Net Assets 2019: $724,4682019Assets 2020: $1,752,778Liabilities 2020: $562,636Net Assets 2020: $1,190,1422020Assets 2021: $1,329,048Liabilities 2021: $277,993Net Assets 2021: $1,051,0552021Assets 2022: $2,647,627Liabilities 2022: $1,114,349Net Assets 2022: $1,533,2782022Assets 2023: $2,594,977Liabilities 2023: $308,537Net Assets 2023: $2,286,4402023Assets 2024: $1,996,225Liabilities 2024: $395,110Net Assets 2024: $1,601,1152024

Highlighted filing

2024

Assets$1,996,225
Liabilities$395,110
Net Assets$1,601,115
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $1,067,710Expenses 2015: $920,833Net Income 2015: $146,8772015Revenue 2016: $1,067,710Expenses 2016: $920,833Net Income 2016: $146,8772016Revenue 2017: $1,319,794Expenses 2017: $1,306,472Net Income 2017: $13,3222017Revenue 2018: $1,370,889Expenses 2018: $1,300,590Net Income 2018: $70,2992018Revenue 2019: $2,378,418Expenses 2019: $1,818,074Net Income 2019: $560,3442019Revenue 2020: $2,722,511Expenses 2020: $2,256,837Net Income 2020: $465,6742020Revenue 2021: $1,408,849Expenses 2021: $1,547,936Net Income 2021: -$139,0872021Revenue 2022: $3,136,754Expenses 2022: $2,623,992Net Income 2022: $512,7622022Revenue 2023: $3,632,540Expenses 2023: $2,985,067Net Income 2023: $647,4732023Revenue 2024: $4,291,846Expenses 2024: $5,176,231Net Income 2024: -$884,3852024

Highlighted filing

2024

Revenue$4,291,846
Expenses$5,176,231
Net Income-$884,385
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,996,225
Liabilities
$395,110
Net assets
$1,601,115
Revenue
$4,291,846
Expenses
$5,176,231
Net income
-$884,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.40$1.60$4.29$5.18$0.88
2023Summary only. Only limited summary data is available for this year.$2.59$0.31$2.29$3.63$2.99$0.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$1.11$1.53$3.14$2.62$0.51
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.28$1.05$1.41$1.55$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.56$1.19$2.72$2.26$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.35$0.72$2.38$1.82$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.68$0.16$1.37$1.30$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.32$0.09$1.32$1.31$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.47$0.15$1.07$0.92$0.15
2015Summary only. Only limited summary data is available for this year.$0.62$0.47$0.15$1.07$0.92$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$4,291,846
Mission and Program Overview

Mission

To organize seminars that provide continuing education opportunities to physicians and other health care professionals in the field of sports medicine and arthroscopic orthopaedics.

To organize seminars that provide continuing education opportunities to physicians, other health care professionals and the community throughout the year in every subspecialty from child to aging adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,231,929$1,633,177▼ $598,752
Prepaid Expenses and Deferred Charges$194,711$194,711→ $0
Accounts Receivable$168,337$168,337→ $0
Total Assets$2,594,977$1,996,225▼ $598,752
Liabilities
Accounts Payable and Accrued Expenses$301,842$388,415▲ $86,573
Other Liabilities$6,695$6,695→ $0
Total Liabilities$308,537$395,110▲ $86,573
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,286,440$1,601,115▼ $685,325
Total Net Assets Fund Balance$2,286,440$1,601,115▼ $685,325
Total Liabilities and Net Assets / Fund Balance$2,594,977$1,996,225▼ $598,752
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Joseph a Abboud MdVice Conference Chair
Brian Busconi MdPresident
Jill PlancherVice President
Stephanie Peterson PhdChief Education Officer
Kevin F Bonner MdExecutive Vice Conference
Kevin D Plancher MdFounder
Revenue and Support

Revenue Composition

Contributions and Grants
$192,500
Program Service Revenue
$4,099,346
Investment Income
$0
Other Revenue
$0
All Other Contributions
$192,500
Change in Net Assets
$-884,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,176,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$2,428,206--$2,428,206
All Other Expenses$819,885--$819,885
Other Expenses$271,323--$271,323
Advertising$239,982--$239,982
Information Technology$204,183--$204,183
Fees for Services Other-$52,178-$52,178
Travel$50,064--$50,064
Office Expenses$15,454--$15,454
Insurance$1,610--$1,610
Total Functional Expenses$5,124,053$52,178$0$5,176,231
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 Deposit$6,695
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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

Form 990, Part VI, Section A, Line 2

“Dr. Kevin plancher and jill plancher are married”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the board of directors prior to filing”

Form 990, Part VI, Section C, Line 19

“Information is made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oset Inc
EIN
47-3488865
Phone
6465138131
Address
35 MAYFLOWER AVENUE UNIT B, STAMFORD, CT 06906

Signing Officer

Name
Jill Plancher
Title
Vice President
Phone
6465138131
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Plancher
Formed
2015
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
15

Preparer

Firm
Whittlesey Pc
Address
ONE HAMDEN CTR 2319 WHITNEY AVE STE, 3G, HAMDEN, CT 06518
Preparer
Lisa Wills
Phone
2033972525
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Participant gifts: program service expenses 190,550. Management and general expenses 0. Fundraising expenses 0. Total expenses 190,550. Faculty dinner: program service expenses 165,890. Management and general expenses 0. Fundraising expenses 0. Total expenses 165,890. Faculty expense: program service expenses 165,471. Management and general expenses 0. Fundraising expenses 0. Total expenses 165,471. Special events: program service expenses 160,433. Management and general expenses 0. Fundraising expenses 0. Total expenses 160,433. Surgical labs: program service expenses 54,075. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,075. Photography: program service expenses 34,541. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,541. Syllabus/final program: program service expenses 30,910. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,910. Bank fees: program service expenses 13,340. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,340. License fee: program service expenses 4,320. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,320. Cme fees: program service expenses 355. Management and general expenses 0. Fundraising expenses 0. Total expenses 355.”

FORM 990, PART XI, LINE 9:

“Change in value of investments 199,060.”

Raw XML Appendix354 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
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IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN D PLANCHER MD
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF EDUCATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE VICE CONFERENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CONFERENCE CHAIR
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87570
IRS990ScheduleA/PublicSupportPY170Pct00.84700
IRS990ScheduleA/PublicSupportTotal170Amt01370061
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0192500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0240000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0159144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0759313
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01370061
IRS990ScheduleA/TotalSupportAmt01564572
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/OtherLiabilitiesOrgGrp/Amt06695
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID DEPOSIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt06695
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DR. KEVIN PLANCHER AND JILL PLANCHER ARE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PARTICIPANT GIFTS: PROGRAM SERVICE EXPENSES 190,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 190,550. FACULTY DINNER: PROGRAM SERVICE EXPENSES 165,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,890. FACULTY EXPENSE: PROGRAM SERVICE EXPENSES 165,471. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,471. SPECIAL EVENTS: PROGRAM SERVICE EXPENSES 160,433. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,433. SURGICAL LABS: PROGRAM SERVICE EXPENSES 54,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,075. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 34,541. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,541. SYLLABUS/FINAL PROGRAM: PROGRAM SERVICE EXPENSES 30,910. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,910. BANK FEES: PROGRAM SERVICE EXPENSES 13,340. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,340. LICENSE FEE: PROGRAM SERVICE EXPENSES 4,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,320. CME FEES: PROGRAM SERVICE EXPENSES 355. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN VALUE OF INVESTMENTS 199,060.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02594977
IRS990/TotalAssetsEOYAmt01996225
IRS990/TotalAssetsGrp/BOYAmt02594977
IRS990/TotalAssetsGrp/EOYAmt01996225
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0192500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05124053
IRS990/TotalFunctionalExpensesGrp/TotalAmt05176231
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0308537
IRS990/TotalLiabilitiesEOYAmt0395110
IRS990/TotalLiabilitiesGrp/BOYAmt0308537
IRS990/TotalLiabilitiesGrp/EOYAmt0395110
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02286440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01601115
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05124053
IRS990/TotalProgramServiceRevenueAmt04099346
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04099346
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04291846
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02594977
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01996225
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt050064
IRS990/TravelGrp/TotalAmt050064
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 MAYFLOWER AVENUE UNIT B
IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006906
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.ORTHOSUMMIT.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL PLANCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06465138131
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSET INC
ReturnHeader/Filer/BusinessNameControlTxt0OSET
ReturnHeader/Filer/EIN0473488865
ReturnHeader/Filer/PhoneNum06465138131
ReturnHeader/Filer/USAddress/AddressLine1Txt035 MAYFLOWER AVENUE UNIT B
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006906
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HAMDEN CTR 2319 WHITNEY AVE STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt03G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006518
ReturnHeader/PreparerPersonGrp/PhoneNum02033972525
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA WILLS
ReturnHeader/ReturnTs02025-11-17T16:33:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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