Civic Intelligence

Super Schulman Orthodontic Study Group Inc

990 • Fiscal year 2014 • EIN 56-2031520

Jun 01, 2013 to May 31, 2014 • Filed on Nov 18, 2014

Organization ProfileN/A
203 Avenida De La Riviera92672

(949) 349-8765

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

93rd percentile

27%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

99th percentile

170%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$450,696

Up $283,881 (+170%) from 2013

Net Assets

Up

$445,696

Up $428,881 (+2551%) from 2013

Liabilities

Down

$5,000

Down $145,000 (-97%) from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

$1,601,588

No earlier filing loaded for comparison.

Expenses

Down

$1,172,722

Down $123,881 (-9.6%) from 2013

Net Income

$428,866

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$1.0M$500K$0-$500K-$1.0M-$1.5MAssets 2011: $228,213Liabilities 2011: $0Net Assets 2011: $228,2132011Assets 2012: $188,918Liabilities 2012: $100,000Net Assets 2012: $88,9182012Assets 2013: $166,815Liabilities 2013: $150,000Net Assets 2013: $16,8152013Assets 2014: $450,696Liabilities 2014: $5,000Net Assets 2014: $445,6962014Assets 2015: $159,799Liabilities 2015: $0Net Assets 2015: $159,7992015Assets 2016: $508,998Liabilities 2016: $0Net Assets 2016: $508,9982016Assets 2017: -$1,119,570Liabilities 2017: -$8,770Net Assets 2017: -$1,110,8002017

Highlighted filing

2014

Assets$450,696
Liabilities$5,000
Net Assets$445,696
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,038,1952011Expenses 2012: $1,136,1422012Expenses 2013: $1,296,6032013Revenue 2014: $1,601,588Expenses 2014: $1,172,722Net Income 2014: $428,8662014Revenue 2015: $1,026,403Expenses 2015: $1,037,300Net Income 2015: -$10,8972015Revenue 2016: $1,404,132Expenses 2016: $1,054,933Net Income 2016: $349,1992016Revenue 2017: $1,761,680Expenses 2017: $1,258,774Net Income 2017: $502,9062017

Highlighted filing

2014

Revenue$1,601,588
Expenses$1,172,722
Net Income$428,866
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Nov 18, 2014
Return Version
2013v3.1
Gross Receipts
$1,601,588
Mission and Program Overview

Mission

Dental Study

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$166,815$450,696▲ $283,881
Rtn Earn Endowment Incm Other Fnds$16,815$445,696▲ $428,881
Loans From Officers Directors$150,000--
Total Assets$166,815$450,696▲ $283,881
Liabilities
Accounts Payable and Accrued Expenses-$5,000-
Total Liabilities$150,000$5,000▼ $145,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,815$445,696▲ $428,881
Total Liabilities and Net Assets / Fund Balance$166,815$450,696▲ $283,881
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Ron RedmondDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,601,588
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$428,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,172,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$1,109,998
Other Expenses---$38,925
Interest---$7,875
Insurance---$5,142
Office Expenses---$3,233
Fees for Services Accounting---$550
Total Functional Expenses$0$0$0$1,172,722
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$150,000--
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
56-2031520
Phone
9493498765

Signing Officer

Name
W Ronald Redmond
Title
Director
Phone
9493498765
Signed
2014-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Redmond
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
11

Preparer

Preparer
Richard E Shaw Phd Ea Cfp
Phone
7604365353
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The organization has members.”

Pt VI, Line 7A

“The members may elect one or more members of governing body.”

Pt VI, Line 7B

“Decisions of governing body are subject to approval of members.”

Pt VI, Line 8A

“Meetings of the governing body were documented”

Pt VI, Line 8B

“Meeting on behalf of the governing body were documented.”

Pt XII, Line 1

“Uses the cash basis of accounting.”

Pt VI, Line 11B

“Organization reviews the form during a meeting”

Raw XML Appendix227 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Dental Study
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0RON REDMOND
IRS990/BooksInCareOfDetail/PhoneNum07143498765
IRS990/BooksInCareOfDetail/USAddress/AddressLine10203 Avenida De La Riviera
IRS990/BooksInCareOfDetail/USAddress/City0San Clemente
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode092672
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0166815
IRS990/CashNonInterestBearingGrp/EOYAmt0450696
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt01109998
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01601588
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01172722
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0428866
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01172722
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01601588
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DENTAL EDUCATION
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0550
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0RON REDMOND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01601588
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt05142
IRS990/InterestGrp/TotalAmt07875
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0150000
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01601588
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Dental Study
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt016815
IRS990/NetAssetsOrFundBalancesEOYAmt0445696
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt03233
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Consulting
IRS990/OtherExpensesGrp/Desc1Fees
IRS990/OtherExpensesGrp/Desc2Bank/Credit Card
IRS990/OtherExpensesGrp/TotalAmt06933
IRS990/OtherExpensesGrp/TotalAmt166
IRS990/OtherExpensesGrp/TotalAmt238925
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RONALD REDMOND
IRS990/PriorPeriodAdjustmentsAmt015
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01224500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt01296603
IRS990/PYRevenuesLessExpensesAmt0-72103
IRS990/PYTotalExpensesAmt01296603
IRS990/PYTotalRevenueAmt01224500
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0428866
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016815
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0445696
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members may elect one or more members of governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of governing body are subject to approval of members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meetings of the governing body were documented
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meeting on behalf of the governing body were documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Uses the cash basis of accounting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Organization reviews the form during a meeting
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0166815
IRS990/TotalAssetsEOYAmt0450696
IRS990/TotalAssetsGrp/BOYAmt0166815
IRS990/TotalAssetsGrp/EOYAmt0450696
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01601588
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01172722
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0150000
IRS990/TotalLiabilitiesEOYAmt05000
IRS990/TotalLiabilitiesGrp/BOYAmt0150000
IRS990/TotalLiabilitiesGrp/EOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016815
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0445696
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01601588
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0166815
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0450696
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10203 Avenida de la Riviera
IRS990/USAddress/City0San Clemente
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode092672
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W RONALD REDMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09493498765
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine10Super Schulman Orthodontic Study Group Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUPE
ReturnHeader/Filer/EIN0562031520
ReturnHeader/Filer/PhoneNum09493498765
ReturnHeader/Filer/USAddress/AddressLine10203 Avenida De La Riviera
ReturnHeader/Filer/USAddress/City0San Clemente
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Shaw Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102211 Encinitas Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092024
ReturnHeader/PreparerPersonGrp/PhoneNum07604365353
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E SHAW PHD EA CFP
ReturnHeader/ReturnTs02014-12-01T08:35:36-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,696
Liabilities
$5,000
Net assets
$445,696
Revenue
$1,601,588
Expenses
$1,172,722
Net income
$428,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Summary only. Only limited summary data is available for this year.$1.12$0.01$1.11$1.76$1.26$0.50
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.40$1.05$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$1.03$1.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.45$1.60$1.17$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.15$0.02$1.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.10$0.09$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.04