Civic Intelligence

Otolaryngic Head & Neck Surgery

990 • Fiscal year 2015 • EIN 48-0778468

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 11, 2016

3901 Rainbow Blvd Mail Stop 3010Kansas City, KS 66160

(913) 588-1444

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.13x

Higher debt load relative to assets than 43% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

50th percentile

2.6%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

95th percentile

$559,960

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

71st percentile

7.7%

Faster asset growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

1.2%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$3,188,395

Up $227,389 (+7.7%) from 2014

Net Assets

Up

$2,788,978

Up $234,042 (+9.2%) from 2014

Liabilities

Down

$399,417

Down $6,653 (-1.6%) from 2014

Revenue

Up

$9,060,986

Up $103,584 (+1.2%) from 2014

Expenses

Up

$8,826,944

Up $438,750 (+5.2%) from 2014

Net Income

Down

$234,042

Down $335,166 (-59%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,776,168Liabilities 2010: $443,908Net Assets 2010: $2,332,2602010Assets 2011: $3,186,203Liabilities 2011: $343,535Net Assets 2011: $2,842,6682011Assets 2012: $2,972,376Liabilities 2012: $338,261Net Assets 2012: $2,634,1152012Assets 2013: $2,377,680Liabilities 2013: $391,952Net Assets 2013: $1,985,7282013Assets 2014: $2,961,006Liabilities 2014: $406,070Net Assets 2014: $2,554,9362014Assets 2015: $3,188,395Liabilities 2015: $399,417Net Assets 2015: $2,788,9782015Assets 2016: $50,256Liabilities 2016: $0Net Assets 2016: $50,2562016Assets 2017: $16,422Liabilities 2017: $0Net Assets 2017: $16,4222017Assets 2018: $10,297Liabilities 2018: $0Net Assets 2018: $10,2972018Assets 2019: $7,534Liabilities 2019: $0Net Assets 2019: $7,5342019

Highlighted filing

2015

Assets$3,188,395
Liabilities$399,417
Net Assets$2,788,978

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,132,9432010Expenses 2011: $6,142,0142011Expenses 2012: $6,173,6372012Revenue 2013: $6,871,592Expenses 2013: $7,581,151Net Income 2013: -$709,5592013Revenue 2014: $8,957,402Expenses 2014: $8,388,194Net Income 2014: $569,2082014Revenue 2015: $9,060,986Expenses 2015: $8,826,944Net Income 2015: $234,0422015Revenue 2016: $4,457,014Expenses 2016: $4,604,796Net Income 2016: -$147,7822016Revenue 2017: $95Expenses 2017: $33,929Net Income 2017: -$33,8342017Revenue 2018: $0Expenses 2018: $6,125Net Income 2018: -$6,1252018Revenue 2019: $0Expenses 2019: $2,763Net Income 2019: -$2,7632019

Highlighted filing

2015

Revenue$9,060,986
Expenses$8,826,944
Net Income$234,042
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$9,060,986
Mission and Program Overview

Mission

Organization provides medical education to students and residents, provides patient care, and conducts research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,453,714$2,771,787▲ $318,073
Accounts Receivable$507,292$319,232▼ $188,060
Prepaid Expenses and Deferred Charges-$97,376-
Total Assets$2,961,006$3,188,395▲ $227,389
Liabilities
Accounts Payable and Accrued Expenses$406,070$399,417▼ $6,653
Total Liabilities$406,070$399,417▼ $6,653
Net Assets / Fund Balance
Unrestricted Net Assets$2,554,936$2,788,978▲ $234,042
Total Net Assets Fund Balance$2,554,936$2,788,978▲ $234,042
Total Liabilities and Net Assets / Fund Balance$2,961,006$3,188,395▲ $227,389
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel E BrueggerPresidentFT$193,720$366,240$559,960
Kiran KakaralaEmployeeFT$174,766$375,085$549,851
Yelizaveta ShnayderEmployeeFT$184,891$350,666$535,557
Christopher LarsenEmployeeFT$221,718$299,684$521,402
James LinEmployeeFT$201,437$300,075$501,512
Terance T TsueTreasurerFT$395,308$101,278$496,586
James GarnettEmployeeFT$184,891$249,530$434,421
Keith SaleSecretaryFT$151,330$160,572$311,902
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,056,830
Investment Income
$4,156
Other Revenue
$0
Change in Net Assets
$234,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,052,773
Grants and Similar Amounts Paid$405,700
Other Expenses$368,471
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,500,700--$5,500,700
Current Officers, Directors, Trustees, and Key Employees$1,309,535--$1,309,535
Pension Plan Contributions$715,253--$715,253
Grants to Domestic Orgs$405,700--$405,700
Other Employee Benefits$288,101--$288,101
Payroll Taxes$239,184--$239,184
Insurance$123,166$10,360-$133,526
All Other Expenses$10,116$18,066-$28,182
Other Expenses$87,469$20,168-$20,168
Occupancy-$12,334-$12,334
Fees for Services Accounting-$7,660-$7,660
Fees for Services Legal-$4,286-$4,286
Office Expenses-$715-$715
Total Functional Expenses$8,679,224$147,720$0$8,826,944
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ku Endowment AssocLawrence, KS501c3Ent Dpt Dev/educ$405,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The kansas university otolaryngic head and neck surgery foundation has members rather than stockholders.

Form 990, Page 6, Part VI, Line 7A

The kansas university head and neck surgery foundation has as its members the chair of the department of otolaryngology, head and neck surgery foundation at the university of kansas medical school.

Form 990, Page 6, Part VI, Line 7B

Certain actions and decisions of the board of trustees are subject to approval by the sole member.

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared and reviewed by the organization's outside accountant. It is then sent to the organization's administrator for review. After any changes, the updated return is sent to the board for review and comment. Once reviewed by the board and all questions and comments have been addressed, the final form 990 is provided to the board prior to filing with the tax authorities.

Form 990, Page 6, Part VI, Line 12C

Members review the conflict of interest policy at the end of each fiscal year. Any potential conflicts are disclosed and resolved at that time.

Form 990, Page 6, Part VI, Line 15A

The top official does not receive a salary for the role of top official, only as a physician. Physician salaries are based on the american association of medical colleges benchmark data and the medical group management association benchmark data for the specific academic rank, specialty, productivity and years of service of the employee.

Form 990, Page 6, Part VI, Line 15B

Physician salaries are based on the american association of medical colleges benchmark data and the medical group management association benchmark data for the specific academic rank, specialty, productivity and years of service of the employee.

Form 990, Page 6, Part VI, Line 19

The kansas university head and neck surgery foundation provides upon written request presented at its office: its original form 1023, its latest form 990, its conflictof interest policy and its latest audited financial statements within 10 business days of the receipt of such request.

Filing and Contact Details

Filer

Filer Name
Otolaryngic - Head & Neck
EIN
48-0778468
Phone
9135881444
Address
3901 RAINBOW BLVD MAIL STOP 3010, KANSAS CITY, KS 66160

Signing Officer

Name
Daniel Bruegger Md
Title
President
Phone
9135881444
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Bruegger Md
Formed
1971
Legal Domicile
Ks
Voting Board Members
3
Independent Board Members
0
Employees
20

Preparer

Firm
Cornerstone CPA Group LLC
Address
6420 W 95TH ST STE 202, SHAWNEE MISSION, KS 66212
Preparer
Jennifer D Magyar CPA
Phone
9133818350
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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/ExplanationTxt0THE KANSAS UNIVERSITY OTOLARYNGIC HEAD AND NECK SURGERY FOUNDATION HAS MEMBERS RATHER THAN STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE KANSAS UNIVERSITY HEAD AND NECK SURGERY FOUNDATION HAS AS ITS MEMBERS THE CHAIR OF THE DEPARTMENT OF OTOLARYNGOLOGY, HEAD AND NECK SURGERY FOUNDATION AT THE UNIVERSITY OF KANSAS MEDICAL SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN ACTIONS AND DECISIONS OF THE BOARD OF TRUSTEES ARE SUBJECT TO APPROVAL BY THE SOLE MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANT. IT IS THEN SENT TO THE ORGANIZATION'S ADMINISTRATOR FOR REVIEW. AFTER ANY CHANGES, THE UPDATED RETURN IS SENT TO THE BOARD FOR REVIEW AND COMMENT. ONCE REVIEWED BY THE BOARD AND ALL QUESTIONS AND COMMENTS HAVE BEEN ADDRESSED, THE FINAL FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AT THE END OF EACH FISCAL YEAR. ANY POTENTIAL CONFLICTS ARE DISCLOSED AND RESOLVED AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TOP OFFICIAL DOES NOT RECEIVE A SALARY FOR THE ROLE OF TOP OFFICIAL, ONLY AS A PHYSICIAN. PHYSICIAN SALARIES ARE BASED ON THE AMERICAN ASSOCIATION OF MEDICAL COLLEGES BENCHMARK DATA AND THE MEDICAL GROUP MANAGEMENT ASSOCIATION BENCHMARK DATA FOR THE SPECIFIC ACADEMIC RANK, SPECIALTY, PRODUCTIVITY AND YEARS OF SERVICE OF THE EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PHYSICIAN SALARIES ARE BASED ON THE AMERICAN ASSOCIATION OF MEDICAL COLLEGES BENCHMARK DATA AND THE MEDICAL GROUP MANAGEMENT ASSOCIATION BENCHMARK DATA FOR THE SPECIFIC ACADEMIC RANK, SPECIALTY, PRODUCTIVITY AND YEARS OF SERVICE OF THE EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE KANSAS UNIVERSITY HEAD AND NECK SURGERY FOUNDATION PROVIDES UPON WRITTEN REQUEST PRESENTED AT ITS OFFICE: ITS ORIGINAL FORM 1023, ITS LATEST FORM 990, ITS CONFLICTOF INTEREST POLICY AND ITS LATEST AUDITED FINANCIAL STATEMENTS WITHIN 10 BUSINESS DAYS OF THE RECEIPT OF SUCH REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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