Form 990, Part VI, Section A, Line 2
“Dr. Kevin plancher and jill plancher are married”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$2,478,666
Up $1,149,618 (+86%) from 2021
Net Assets
Up$1,483,883
Up $432,828 (+41%) from 2021
Liabilities
Up$994,783
Up $716,790 (+258%) from 2021
Revenue And Expenses
Revenue
Up$3,178,797
Up $1,769,948 (+126%) from 2021
Expenses
Up$3,149,320
Up $1,601,384 (+103%) from 2021
Net Income
Up$29,477
Up $168,564 (+121%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Mar 1, 2022 to Dec 31, 2022
- Signed
- Nov 14, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $3,178,797
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 | $2,394,340 | $2,105,618 | ▼ $288,722 |
| Prepaid Expenses and Deferred Charges | - | $194,711 | - |
| Accounts Receivable | $181,337 | $178,337 | ▼ $3,000 |
| Total Assets | $2,647,627 | $2,478,666 | ▼ $168,961 |
| Other Assets Total | $71,950 | $0 | ▼ $71,950 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $1,099,406 | $988,088 | ▼ $111,318 |
| Other Liabilities | $14,943 | $6,695 | ▼ $8,248 |
| Total Liabilities | $1,114,349 | $994,783 | ▼ $119,566 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,533,278 | $1,483,883 | ▼ $49,395 |
| Total Net Assets Fund Balance | $1,533,278 | $1,483,883 | ▼ $49,395 |
| Total Liabilities and Net Assets / Fund Balance | $2,647,627 | $2,478,666 | ▼ $168,961 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Joseph a Abboud Md | Vice Conference Chair |
| Brian Busconi Md | President |
| Jill Plancher | Vice President |
| Stephanie Peterson Phd | Chief Education Officer |
| Kevin F Bonner Md | Executive Vice Conference |
| Kevin D Plancher Md | Founder |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $19,104
- Program Service Revenue
- $3,119,828
- Investment Income
- $0
- Other Revenue
- $39,865
- All Other Contributions
- $19,104
- Change in Net Assets
- $29,477
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $3,149,320 |
| 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 | $1,018,284 | - | - | $1,018,284 |
| All Other Expenses | $606,706 | - | - | $606,706 |
| Other Expenses | $218,780 | - | - | $218,780 |
| Advertising | $90,570 | - | - | $90,570 |
| Fees for Services Other | - | $54,078 | - | $54,078 |
| Information Technology | $38,038 | - | - | $38,038 |
| Office Expenses | $29,978 | - | - | $29,978 |
| Travel | $26,534 | - | - | $26,534 |
| Fees for Services Accounting | - | $8,132 | - | $8,132 |
| Insurance | $1,230 | - | - | $1,230 |
| Total Functional Expenses | $3,087,110 | $62,210 | $0 | $3,149,320 |
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 | $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 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
- 35 MAYFLOWER AVENUE UNIT B, STAMFORD, CT 06906
Signing Officer
- Name
- Jill Plancher
- Title
- Vice President
- Phone
- 6465138131
- Signed
- 2023-11-14
- 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
- 38
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 162,967. Management and general expenses 0. Fundraising expenses 0. Total expenses 162,967. Independent contractors : program service expenses 154,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 154,000. Faculty expense: program service expenses 102,037. Management and general expenses 0. Fundraising expenses 0. Total expenses 102,037. Awards/plaques: program service expenses 78,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 78,250. Bank fees: program service expenses 42,876. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,876. Photography: program service expenses 32,315. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,315. Syllabus/final program: program service expenses 15,383. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,383. Surgical labs: program service expenses 11,600. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,600. Cme fees: program service expenses 3,240. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,240. Health and safety: program service expenses 2,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,000. Miscellaneous: program service expenses 1,280. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,280. License fee: program service expenses 758. Management and general expenses 0. Fundraising expenses 0. Total expenses 758.”
FORM 990, PART XI, LINE 9:
“Change in value of investments -78,872.”
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| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 19104 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 159144 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 759313 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 161425 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 81200 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1180186 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1440415 |
| 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 | 6695 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREPAID DEPOSIT |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 6695 |
| 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 | CONSULTING FEES: PROGRAM SERVICE EXPENSES 162,967. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,967. INDEPENDENT CONTRACTORS : PROGRAM SERVICE EXPENSES 154,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,000. FACULTY EXPENSE: PROGRAM SERVICE EXPENSES 102,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,037. AWARDS/PLAQUES: PROGRAM SERVICE EXPENSES 78,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,250. BANK FEES: PROGRAM SERVICE EXPENSES 42,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,876. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 32,315. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,315. SYLLABUS/FINAL PROGRAM: PROGRAM SERVICE EXPENSES 15,383. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,383. SURGICAL LABS: PROGRAM SERVICE EXPENSES 11,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,600. CME FEES: PROGRAM SERVICE EXPENSES 3,240. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,240. HEALTH AND SAFETY: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 1,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,280. LICENSE FEE: PROGRAM SERVICE EXPENSES 758. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 758. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CHANGE IN VALUE OF INVESTMENTS -78,872. |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART XI, LINE 9: |
| 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 | 2647627 |
| IRS990/TotalAssetsEOYAmt | 0 | 2478666 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 2647627 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 2478666 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 19104 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 62210 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 3087110 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3149320 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1114349 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 994783 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1114349 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 994783 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1533278 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1483883 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 3087110 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 3119828 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3159693 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3178797 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 38 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 2647627 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 2478666 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 26534 |
| IRS990/TravelGrp/TotalAmt | 0 | 26534 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 35 MAYFLOWER AVENUE UNIT B |
| IRS990/USAddress/CityNm | 0 | STAMFORD |
| IRS990/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/USAddress/ZIPCd | 0 | 06906 |
| 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 | 2023-04-26 12:10:37Z |
| 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 | 2023-11-14 |
| 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 | 35 MAYFLOWER AVENUE UNIT B |
| ReturnHeader/Filer/USAddress/CityNm | 0 | STAMFORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 06906 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| 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 | 2023-11-14T16:28:16-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JILL |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PLANCHER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $2,478,666
- Liabilities
- $994,783
- Net assets
- $1,483,883
- Revenue
- $3,178,797
- Expenses
- $3,149,320
- Net income
- $29,477