Civic Intelligence

The Osler Symposia

990EZ • Fiscal year 2016 • EIN 47-4993202

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 09, 2018

Organization ProfileN/A
3176 Isabella DriveOceanside, CA 92056

(505) 506-4496

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

370%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

920%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,052

Up $5,552 (+370%) from 2015

Net Assets

Up

$7,052

Up $5,552 (+370%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$51,000

Up $46,000 (+920%) from 2015

Expenses

Up

$45,448

Up $41,948 (+1199%) from 2015

Net Income

Up

$5,552

Up $4,052 (+270%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0K$6.0K$4.0K$2.0K$0Assets 2015: $1,500Net Assets 2015: $1,5002015Assets 2016: $7,052Net Assets 2016: $7,0522016

Highlighted filing

2016

Assets$7,052
Liabilities-
Net Assets$7,052
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0Revenue 2015: $5,000Expenses 2015: $3,500Net Income 2015: $1,5002015Revenue 2016: $51,000Expenses 2016: $45,448Net Income 2016: $5,5522016

Highlighted filing

2016

Revenue$51,000
Expenses$45,448
Net Income$5,552
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 9, 2018
Return Version
2016v3.0
Gross Receipts
$51,000
Mission and Program Overview

Mission

Provide support and information to individuals in the medical field

Provide support and information to individuals within the medical profession

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO INDIVIDUALS WITHIN THE MEDICAL FIELD$40,377-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANICE MACUSOPresident & CEO-$0--
Filing and Contact Details

Filer

Filer Name
Osler Symposia
EIN
47-4993202
Address
3176 ISABELLA DRIVE, OCEANSIDE, CA 92056

Signing Officer

Name
Janice Mancuso
Title
President & CEO
Signed
2018-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Suzanne Bryant CPA
Address
78206 VARNER ROAD SUITE D30, PALM DESERT, CA 92211
Preparer
Suzanne Bryant CPA
Phone
7602895078
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $5406”

Other Expenses.1

“CONTRACT LABOR $30000”

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANICE MANCUSO
IRS990EZ/BooksInCareOfDetail/PhoneNum05055064496
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03176 ISABELLA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCEANSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092056
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01500
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07052
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05552
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01500
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07052
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt051000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01500
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07052
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01500
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07052
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANICE MACUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035406
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT AND INFORMATION TO INDIVIDUALS WITHIN THE MEDICAL PROFESSION
IRS990EZ/PrintingPublicationsPostageAmt08642
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO INDIVIDUALS WITHIN THE MEDICAL FIELD
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040377
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045448
IRS990EZ/TotalProgramServiceExpensesAmt040377
IRS990EZ/TotalRevenueAmt051000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt051000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt051000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051000
IRS990ScheduleA/Total509Grp/TotalAmt051000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $5406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRACT LABOR $30000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE MANCUSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSLER SYMPOSIA
ReturnHeader/Filer/BusinessNameControlTxt0OSLE
ReturnHeader/Filer/EIN0474993202
ReturnHeader/Filer/USAddress/AddressLine1Txt03176 ISABELLA DRIVE
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Suzanne Bryant CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt078206 VARNER ROAD SUITE D30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM DESERT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092211
ReturnHeader/PreparerPersonGrp/PhoneNum07602895078
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne Bryant CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-09T07:41:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,052
Liabilities
-
Net assets
$7,052
Revenue
$51,000
Expenses
$45,448
Net income
$5,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$7.05$7.05$51.0$45.4$5.55
2015Detailed filing. Detailed filing data is available for this year.$1.50$1.50$5.00$3.50$1.50