Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.33x
Liabilities / Revenue
60th percentile
Higher debt load relative to revenue than 60% of similar nonprofits.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
36th percentile
Higher top officer pay than 36% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Balance Sheet
Assets
Up$1,079,365
Up $237,958 (+28%) from 2018
Net Assets
Up$724,468
Up $560,344 (+341%) from 2018
Liabilities
Down$354,897
Down $322,386 (-48%) from 2018
Revenue And Expenses
Revenue
Up$2,378,418
Up $1,007,529 (+73%) from 2018
Expenses
Up$1,818,074
Up $517,484 (+40%) from 2018
Net Income
Up$560,344
Up $490,045 (+697%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Mar 1, 2018 to Feb 28, 2019
- Signed
- Jan 7, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $2,378,418
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 | $809,657 | $1,025,585 | ▲ $215,928 |
| Accounts Receivable | $21,750 | $36,750 | ▲ $15,000 |
| Total Assets | $841,407 | $1,079,365 | ▲ $237,958 |
| Other Assets Total | $10,000 | $17,030 | ▲ $7,030 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $574,194 | $275,612 | ▼ $298,582 |
| Other Liabilities | $103,089 | $79,285 | ▼ $23,804 |
| Total Liabilities | $677,283 | $354,897 | ▼ $322,386 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $164,124 | $724,468 | ▲ $560,344 |
| Total Net Assets Fund Balance | $164,124 | $724,468 | ▲ $560,344 |
| Total Liabilities and Net Assets / Fund Balance | $841,407 | $1,079,365 | ▲ $237,958 |
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
- $122,970
- Program Service Revenue
- $2,212,839
- Investment Income
- $0
- Other Revenue
- $42,609
- All Other Contributions
- $122,970
- Change in Net Assets
- $560,344
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $2,378,418
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $0
- Total Revenue per Audited Statements
- $2,378,418
- Total Revenue per Form 990
- $2,378,418
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $1,818,074 |
| 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 | $803,904 | - | - | $803,904 |
| All Other Expenses | $239,839 | - | - | $239,839 |
| Advertising | $153,268 | - | - | $153,268 |
| Other Expenses | $77,533 | - | - | $77,533 |
| Travel | $26,245 | - | - | $26,245 |
| Fees for Services Accounting | $4,217 | - | - | $4,217 |
| Insurance | $1,341 | - | - | $1,341 |
| Office Expenses | $1,024 | - | - | $1,024 |
| Total Functional Expenses | $1,818,074 | $0 | $0 | $1,818,074 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,818,074 |
| Total Expenses per Audited Statements | $1,818,074 |
| Total Expenses per Form 990 | $1,818,074 |
| 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 | $79,285 |
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 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 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
- 6465138131
- Address
- 1160 PARK AVENUE UNIT 1B-3, NEW YORK, NY 10128
Signing Officer
- Name
- Kevin Plancher
- Title
- President
- Phone
- 2038632003
- Signed
- 2020-01-07
- 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
- 0
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
“Consulting fees: program service expenses 70,568. Management and general expenses 0. Fundraising expenses 0. Total expenses 70,568. Faculty dinner: program service expenses 63,679. Management and general expenses 0. Fundraising expenses 0. Total expenses 63,679. Bank fees: program service expenses 39,785. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,785. Computer programer: program service expenses 28,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,000. Awards/plaques: program service expenses 8,890. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,890. Database email list updating: program service expenses 6,770. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,770. Supplies: program service expenses 5,598. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,598. Email server expense: program service expenses 5,054. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,054. Photographer: program service expenses 4,653. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,653. Cme fees: program service expenses 2,550. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,550. Miscellaneous : program service expenses 2,028. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,028. Postage and mailing: program service expenses 1,299. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,299. Chairman & board expenses: program service expenses 594. Management and general expenses 0. Fundraising expenses 0. Total expenses 594. Business registration fees: program service expenses 371. Management and general expenses 0. Fundraising expenses 0. Total expenses 371.”
Raw XML Appendix344 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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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE 990 IS REVIEWED BY THE EXECUTIVE BOARD PRIOR TO FILING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CONSULTING FEES: PROGRAM SERVICE EXPENSES 70,568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,568. FACULTY DINNER: PROGRAM SERVICE EXPENSES 63,679. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,679. BANK FEES: PROGRAM SERVICE EXPENSES 39,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,785. COMPUTER PROGRAMER: PROGRAM SERVICE EXPENSES 28,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,000. AWARDS/PLAQUES: PROGRAM SERVICE EXPENSES 8,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,890. DATABASE EMAIL LIST UPDATING: PROGRAM SERVICE EXPENSES 6,770. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,770. SUPPLIES: PROGRAM SERVICE EXPENSES 5,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,598. EMAIL SERVER EXPENSE: PROGRAM SERVICE EXPENSES 5,054. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,054. PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 4,653. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,653. CME FEES: PROGRAM SERVICE EXPENSES 2,550. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,550. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 2,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,028. POSTAGE AND MAILING: PROGRAM SERVICE EXPENSES 1,299. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,299. CHAIRMAN & BOARD EXPENSES: PROGRAM SERVICE EXPENSES 594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 594. BUSINESS REGISTRATION FEES: PROGRAM SERVICE EXPENSES 371. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 371. |
| 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 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1079365 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
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| IRS990/TravelGrp/TotalAmt | 0 | 26245 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
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| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 724468 |
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| IRS990/USAddress/CityNm | 0 | NEW YORK |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 10128 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | HTTP://WWW.ORTHOSUMMIT.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2020-11-06 18:47:13Z |
| 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 | 2020-01-07 |
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| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OSET |
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| ReturnHeader/Filer/PhoneNum | 0 | 6465138131 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1160 PARK AVENUE UNIT 1B-3 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEW YORK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 10128 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | BC84AFD99F3D3DE61E012D063A39B13B41DF858D |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | BC84AFD99F3D3DE61E012D063A39B13B41DF858D |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.9.102.153 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-01-07 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:52:40 |
| 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 | 2020-01-15T10:24:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-02-28 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $1,079,365
- Liabilities
- $354,897
- Net assets
- $724,468
- Revenue
- $2,378,418
- Expenses
- $1,818,074
- Net income
- $560,344