Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.21x
Liabilities / Revenue
65th percentile
Higher debt load relative to revenue than 65% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
3rd percentile
Faster asset growth than 3% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Balance Sheet
Assets
Down$1,329,048
Down $423,730 (-24%) from 2020
Net Assets
Down$1,051,055
Down $139,087 (-12%) from 2020
Liabilities
Down$277,993
Down $284,643 (-51%) from 2020
Revenue And Expenses
Revenue
Down$1,408,849
Down $1,313,662 (-48%) from 2020
Expenses
Down$1,547,936
Down $708,901 (-31%) from 2020
Net Income
Down-$139,087
Down $604,761 (-130%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Mar 1, 2020 to Feb 28, 2021
- Signed
- Sep 22, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $1,408,849
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $1,667,364 | $1,236,289 | ▼ $431,075 |
| Accounts Receivable | $47,014 | $90,364 | ▲ $43,350 |
| Total Assets | $1,752,778 | $1,329,048 | ▼ $423,730 |
| Other Assets Total | $38,400 | $2,395 | ▼ $36,005 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $455,304 | $148,501 | ▼ $306,803 |
| Other Liabilities | $107,332 | $129,492 | ▲ $22,160 |
| Total Liabilities | $562,636 | $277,993 | ▼ $284,643 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,190,142 | $1,051,055 | ▼ $139,087 |
| Total Net Assets Fund Balance | $1,190,142 | $1,051,055 | ▼ $139,087 |
| Total Liabilities and Net Assets / Fund Balance | $1,752,778 | $1,329,048 | ▼ $423,730 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Brian Busconi Md | President |
| Al Stubbs | Vice Chair |
| Jill Plancher | Vice President |
| Stephanie Peterson Phd | Chief Education Officer |
| Ron Nararromd | Chief Faculty Officer |
| Kevin D Plancher Md | Founder |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $748,000
- Program Service Revenue
- $645,933
- Investment Income
- $0
- Other Revenue
- $14,916
- All Other Contributions
- $748,000
- Change in Net Assets
- $-139,087
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $1,547,936 |
| 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 | $560,809 | - | - | $560,809 |
| All Other Expenses | $322,323 | $10,424 | - | $332,747 |
| Other Expenses | $106,845 | - | - | $106,845 |
| Advertising | $66,762 | - | - | $66,762 |
| Fees for Services Legal | - | $12,074 | - | $12,074 |
| Fees for Services Accounting | - | $8,761 | - | $8,761 |
| Office Expenses | $5,300 | - | - | $5,300 |
| Insurance | $1,169 | - | - | $1,169 |
| Total Functional Expenses | $1,516,677 | $31,259 | $0 | $1,547,936 |
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 | $129,492 |
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 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
- PO BOX 189, BAYVILLE, NJ 08721
Signing Officer
- Name
- Jill Plancher
- Title
- Vice President
- Phone
- 6465138131
- Signed
- 2021-09-22
- 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
- 19
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
“Independent contractors: program service expenses 100,838. Management and general expenses 0. Fundraising expenses 0. Total expenses 100,838. Faculty dinner: program service expenses 62,998. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,998. Computer programer: program service expenses 46,681. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,681. Syllabus/final program: program service expenses 39,669. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,669. Bank fees: program service expenses 26,917. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,917. License fee: program service expenses 15,281. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,281. Email server expense: program service expenses 14,407. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,407. Chairman & board expenses: program service expenses 0. Management and general expenses 10,424. Fundraising expenses 0. Total expenses 10,424. Awards/plaques: program service expenses 5,074. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,074. Cme fees: program service expenses 3,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,200. Database email list updating: program service expenses 2,413. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,413. Transcription service: program service expenses 1,898. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,898. Postage and mailing: program service expenses 1,003. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,003. Medsite: program service expenses 900. Management and general expenses 0. Fundraising expenses 0. Total expenses 900. Business registration fees: program service expenses 459. Management and general expenses 0. Fundraising expenses 0. Total expenses 459. Miscellaneous: program service expenses 308. Management and general expenses 0. Fundraising expenses 0. Total expenses 308. Supplies: program service expenses 159. Management and general expenses 0. Fundraising expenses 0. Total expenses 159. Po box rentals: program service expenses 118. Management and general expenses 0. Fundraising expenses 0. Total expenses 118.”
Raw XML Appendix356 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/PublicSupportCY170Pct | 0 | 0.88620 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1242268 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 759313 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 161425 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 81200 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 240330 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1242268 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1401747 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 129492 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREPAID DEPOSIT |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 129492 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DR. KEVIN PLANCHER AND JILL PLANCHER ARE MARRIED |
| 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 | INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 100,838. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,838. FACULTY DINNER: PROGRAM SERVICE EXPENSES 62,998. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,998. COMPUTER PROGRAMER: PROGRAM SERVICE EXPENSES 46,681. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,681. SYLLABUS/FINAL PROGRAM: PROGRAM SERVICE EXPENSES 39,669. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,669. BANK FEES: PROGRAM SERVICE EXPENSES 26,917. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,917. LICENSE FEE: PROGRAM SERVICE EXPENSES 15,281. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,281. EMAIL SERVER EXPENSE: PROGRAM SERVICE EXPENSES 14,407. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,407. CHAIRMAN & BOARD EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,424. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,424. AWARDS/PLAQUES: PROGRAM SERVICE EXPENSES 5,074. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,074. CME FEES: PROGRAM SERVICE EXPENSES 3,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,200. DATABASE EMAIL LIST UPDATING: PROGRAM SERVICE EXPENSES 2,413. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,413. TRANSCRIPTION SERVICE: PROGRAM SERVICE EXPENSES 1,898. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,898. POSTAGE AND MAILING: PROGRAM SERVICE EXPENSES 1,003. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,003. MEDSITE: PROGRAM SERVICE EXPENSES 900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900. BUSINESS REGISTRATION FEES: PROGRAM SERVICE EXPENSES 459. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 459. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 308. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 308. SUPPLIES: PROGRAM SERVICE EXPENSES 159. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159. PO BOX RENTALS: PROGRAM SERVICE EXPENSES 118. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118. |
| 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/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1752778 |
| IRS990/TotalAssetsEOYAmt | 0 | 1329048 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1752778 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1329048 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 748000 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 31259 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1516677 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1547936 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 562636 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 277993 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 562636 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 277993 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1190142 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1051055 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1516677 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 645933 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 660849 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1408849 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 19 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1752778 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1329048 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 189 |
| IRS990/USAddress/CityNm | 0 | BAYVILLE |
| IRS990/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/USAddress/ZIPCd | 0 | 08721 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | HTTP://WWW.ORTHOSUMMIT.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-03-31 18:45:55Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JILL PLANCHER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6465138131 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-09-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OSET INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OSET |
| ReturnHeader/Filer/EIN | 0 | 473488865 |
| ReturnHeader/Filer/PhoneNum | 0 | 6465138131 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 189 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BAYVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 08721 |
| 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 | 2022-01-11T17:11:51-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JILL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PLANCHER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-02-28 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $1,329,048
- Liabilities
- $277,993
- Net assets
- $1,051,055
- Revenue
- $1,408,849
- Expenses
- $1,547,936
- Net income
- -$139,087