Form 990, Part VI, Section A, Line 2
“Dr. Kevin plancher and jill plancher are married”
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Balance Sheet
Assets
Flat$841,407
Flat from 2018
Net Assets
Flat$164,124
Flat from 2018
Liabilities
Flat$677,283
Flat from 2018
Revenue And Expenses
Revenue
Flat$1,370,889
Flat from 2018
Expenses
Flat$1,300,590
Flat from 2018
Net Income
Flat$70,299
Flat from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Mar 1, 2017 to Feb 28, 2018
- Signed
- Jan 9, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $1,370,889
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.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $388,098 | $809,657 | ▲ $421,559 |
| Accounts Receivable | $28,784 | $21,750 | ▼ $7,034 |
| Total Assets | $416,882 | $841,407 | ▲ $424,525 |
| Other Assets Total | $0 | $10,000 | ▲ $10,000 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $323,057 | $574,194 | ▲ $251,137 |
| Other Liabilities | $0 | $103,089 | ▲ $103,089 |
| Total Liabilities | $323,057 | $677,283 | ▲ $354,226 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $93,825 | $164,124 | ▲ $70,299 |
| Total Net Assets Fund Balance | $93,825 | $164,124 | ▲ $70,299 |
| Total Liabilities and Net Assets / Fund Balance | $416,882 | $841,407 | ▲ $424,525 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Kevin D Plancher Md | President |
| Jill Plancher | Vice President |
| Brian Busconi Md | Treasurer & Secretary |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $1,364,374
- Investment Income
- $0
- Other Revenue
- $6,515
- Change in Net Assets
- $70,299
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $1,370,889
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $0
- Total Revenue per Audited Statements
- $1,370,889
- Total Revenue per Form 990
- $1,370,889
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $1,300,590 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $529,860 | - | - | $529,860 |
| All Other Expenses | $196,627 | - | - | $196,627 |
| Advertising | $124,786 | - | - | $124,786 |
| Other Expenses | $75,000 | - | - | $75,000 |
| Travel | $7,713 | - | - | $7,713 |
| Fees for Services Accounting | $5,428 | - | - | $5,428 |
| Office Expenses | $3,146 | - | - | $3,146 |
| Fees for Services Legal | $1,875 | - | - | $1,875 |
| Insurance | $1,341 | - | - | $1,341 |
| Total Functional Expenses | $1,300,590 | $0 | $0 | $1,300,590 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,300,590 |
| Total Expenses per Audited Statements | $1,300,590 |
| Total Expenses per Form 990 | $1,300,590 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
| Liability | Amount |
|---|---|
| Prepaid Deposit | $103,089 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- 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 B, Line 11B
“The 990 is reviewed by the executive board 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
- 2038632003
- Address
- 31 RIVER ROAD, GREENWICH, CT 06807
Signing Officer
- Name
- Kevin Plancher
- Title
- President
- Phone
- 2038632003
- Signed
- 2019-01-09
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Kevin Plancher
- Formed
- 2015
- Legal Domicile
- Ct
- Voting Board Members
- 3
- Independent Board Members
- 3
- Employees
- 0
- Volunteers
- 25
Preparer
- Firm
- Whittlesey Pc
- Address
- ONE HAMDEN CTR 2319 WHITNEY AVE STE, 2A, HAMDEN, CT 06518
- Preparer
- Vincenzo Fini
- Phone
- 2033972525
Supplemental Narrative
Additional Explanations
Form 990, Part IX, Line 24E
“Syllabus/final program: program service expenses 60,527. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,527. Faculty dinner: program service expenses 59,129. Management and general expenses 0. Fundraising expenses 0. Total expenses 59,129. Bank fees: program service expenses 23,392. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,392. Honored professors: program service expenses 9,592. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,592. Computer programer: program service expenses 8,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,800. Cme fees: program service expenses 8,450. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,450. Awards/plaques: program service expenses 6,465. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,465. Photographer: program service expenses 5,720. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,720. Email server expense: program service expenses 4,217. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,217. Postage and mailing: program service expenses 3,367. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,367. Oset event app: program service expenses 3,238. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,238. Business registration fees: program service expenses 1,451. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,451. Supplies: program service expenses 1,380. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,380. Database email list updating: program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Miscellaneous: program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Chairman & board expenses: program service expenses 299. Management and general expenses 0. Fundraising expenses 0. Total expenses 299.”
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SYLLABUS/FINAL PROGRAM: PROGRAM SERVICE EXPENSES 60,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,527. FACULTY DINNER: PROGRAM SERVICE EXPENSES 59,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,129. BANK FEES: PROGRAM SERVICE EXPENSES 23,392. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,392. HONORED PROFESSORS: PROGRAM SERVICE EXPENSES 9,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,592. COMPUTER PROGRAMER: PROGRAM SERVICE EXPENSES 8,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,800. CME FEES: PROGRAM SERVICE EXPENSES 8,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,450. AWARDS/PLAQUES: PROGRAM SERVICE EXPENSES 6,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,465. PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 5,720. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,720. EMAIL SERVER EXPENSE: PROGRAM SERVICE EXPENSES 4,217. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,217. POSTAGE AND MAILING: PROGRAM SERVICE EXPENSES 3,367. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,367. OSET EVENT APP: PROGRAM SERVICE EXPENSES 3,238. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,238. BUSINESS REGISTRATION FEES: PROGRAM SERVICE EXPENSES 1,451. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,451. SUPPLIES: PROGRAM SERVICE EXPENSES 1,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,380. DATABASE EMAIL LIST UPDATING: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300. CHAIRMAN & BOARD EXPENSES: PROGRAM SERVICE EXPENSES 299. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 299. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART IX, LINE 24E |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CT |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 416882 |
| IRS990/TotalAssetsEOYAmt | 0 | 841407 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 416882 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 841407 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1300590 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1300590 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 323057 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 677283 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 323057 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 677283 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 93825 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 164124 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1300590 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1364374 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1370889 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1370889 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 25 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 416882 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 841407 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 7713 |
| IRS990/TravelGrp/TotalAmt | 0 | 7713 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 93825 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 164124 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 31 RIVER ROAD |
| IRS990/USAddress/CityNm | 0 | GREENWICH |
| IRS990/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/USAddress/ZIPCd | 0 | 06807 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | HTTP://WWW.ORTHOSUMMIT.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEVIN PLANCHER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2038632003 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-01-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OSET INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OSET |
| ReturnHeader/Filer/EIN | 0 | 473488865 |
| ReturnHeader/Filer/PhoneNum | 0 | 2038632003 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 31 RIVER ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GREENWICH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06807 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 89C6058500F5AAA5BE67D6DE2B7DA1B2554B3103 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 32D662B0929BFB3A0BDF8B959DF855639DA6A16A |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.9.102.153 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-01-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:22:32 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 060903326 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WHITTLESEY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE HAMDEN CTR 2319 WHITNEY AVE STE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt | 0 | 2A |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HAMDEN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 06518 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2033972525 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | VINCENZO FINI |
| ReturnHeader/ReturnTs | 0 | 2019-01-11T15:24:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-02-28 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $841,407
- Liabilities
- $677,283
- Net assets
- $164,124
- Revenue
- $1,370,889
- Expenses
- $1,300,590
- Net income
- $70,299