Civic Intelligence

Oracle Development Tools User Group Inc

990 • Fiscal year 2016 • EIN 58-2165330

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 15, 2017

2601 Iron Gate Drive Ste 101Wilmington, NC 28412

(910) 452-7444

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,056,071

Flat from 2016

Net Assets

Flat

$1,216,780

Flat from 2016

Liabilities

Flat

$839,291

Flat from 2016

Revenue And Expenses

Revenue

Flat

$2,632,850

Flat from 2016

Expenses

Flat

$2,545,956

Flat from 2016

Net Income

Flat

$86,894

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $697,859Liabilities 2012: $243,153Net Assets 2012: $454,7062012Assets 2013: $1,188,901Liabilities 2013: $386,820Net Assets 2013: $802,0812013Assets 2014: $1,826,160Liabilities 2014: $655,811Net Assets 2014: $1,170,3492014Assets 2015: $1,948,861Liabilities 2015: $818,975Net Assets 2015: $1,129,8862015Assets 2016: $2,056,071Liabilities 2016: $839,291Net Assets 2016: $1,216,7802016Assets 2016: $2,056,071Liabilities 2016: $839,291Net Assets 2016: $1,216,7802016Assets 2017: $2,150,238Liabilities 2017: $886,788Net Assets 2017: $1,263,4502017Assets 2018: $2,168,180Liabilities 2018: $681,009Net Assets 2018: $1,487,1712018Assets 2019: $2,179,664Liabilities 2019: $634,965Net Assets 2019: $1,544,6992019Assets 2020: $1,517,194Liabilities 2020: $527,536Net Assets 2020: $989,6582020Assets 2021: $1,415,170Liabilities 2021: $513,730Net Assets 2021: $901,4402021Assets 2022: $1,322,008Liabilities 2022: $409,423Net Assets 2022: $912,5852022Assets 2023: $1,414,837Liabilities 2023: $371,027Net Assets 2023: $1,043,8102023Assets 2024: $1,555,566Liabilities 2024: $212,417Net Assets 2024: $1,343,1492024

Highlighted filing

2016

Assets$2,056,071
Liabilities$839,291
Net Assets$1,216,780

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Expenses 2012: $1,694,6002012Revenue 2013: $2,037,686Expenses 2013: $1,690,311Net Income 2013: $347,3752013Revenue 2014: $2,336,202Expenses 2014: $1,967,934Net Income 2014: $368,2682014Revenue 2015: $2,551,788Expenses 2015: $2,592,251Net Income 2015: -$40,4632015Revenue 2016: $2,632,850Expenses 2016: $2,545,956Net Income 2016: $86,8942016Revenue 2016: $2,632,850Expenses 2016: $2,545,956Net Income 2016: $86,8942016Revenue 2017: $2,559,561Expenses 2017: $2,512,891Net Income 2017: $46,6702017Revenue 2018: $2,597,244Expenses 2018: $2,373,034Net Income 2018: $224,2102018Revenue 2019: $2,324,854Expenses 2019: $2,269,255Net Income 2019: $55,5992019Revenue 2020: $113,209Expenses 2020: $667,368Net Income 2020: -$554,1592020Revenue 2021: $331,151Expenses 2021: $419,369Net Income 2021: -$88,2182021Revenue 2022: $1,406,876Expenses 2022: $1,395,731Net Income 2022: $11,1452022Revenue 2023: $1,477,977Expenses 2023: $1,357,461Net Income 2023: $120,5162023Revenue 2024: $1,747,517Expenses 2024: $1,458,496Net Income 2024: $289,0212024

Highlighted filing

2016

Revenue$2,632,850
Expenses$2,545,956
Net Income$86,894
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 15, 2017
Return Version
2016v3.0
Gross Receipts
$2,632,996
Mission and Program Overview

Mission

To provide education, support, advocacy, and networking opportunities for all developers, using a variety of technologies, who work on oracle databases.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$737,155$991,795▲ $254,640
Cash and Non-Interest-Bearing Accounts$916,667$860,725▼ $55,942
Accounts Receivable$209,115$140,284▼ $68,831
Prepaid Expenses and Deferred Charges$85,633$63,267▼ $22,366
Land, Buildings, and Equipment, Net$291--
Total Assets$1,948,861$2,056,071▲ $107,210
Liabilities
Deferred Revenue$818,975$829,563▲ $10,588
Accounts Payable and Accrued Expenses-$9,728-
Total Liabilities$818,975$839,291▲ $20,316
Net Assets / Fund Balance
Unrestricted Net Assets$1,129,886$1,216,780▲ $86,894
Total Net Assets Fund Balance$1,129,886$1,216,780▲ $86,894
Total Liabilities and Net Assets / Fund Balance$1,948,861$2,056,071▲ $107,210

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,855$3,855
Compensation and Service Providers

Board Members and Trustees

NameTitle
Natalie DelemarPresident
Danny BryantDirector
Mike RileyDirector
Opal AlapatDirector
Roel HartmanDirector
Veronica SnowExecutive Di
Cameron LackpourSecretary
Gary CrisciTreasurer
Tim TowTreasurer
MARTIN D'SOUZAVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,621,687
Investment Income
$10,576
Other Revenue
$587
Change in Net Assets
$86,894

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,632,850
Total Revenue per Audited Statements
$2,632,850
Total Revenue per Form 990
$2,632,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,545,956
Total Fundraising Expense$19,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$2,188,720--$2,188,720
Fees for Services Management$112,125$112,125-$224,250
Information Technology$13,683$13,281$13,281$40,245
Travel-$36,070-$36,070
Office Expenses$3,135$3,135-$6,270
Advertising$1,496$1,451$1,451$4,398
Fees for Services Other$1,620$1,620-$3,240
Insurance$1,002$973$973$2,948
Fees for Services Accounting$1,467$1,468-$2,935
Other Expenses$3,322$2,137$2,844$2,137
Fees for Services Legal$940$940-$1,880
All Other Expenses$504$587$489$1,580
Depreciation Depletion$72$73-$145
Total Functional Expenses$2,345,232$181,686$19,038$2,545,956

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,545,956
Total Expenses per Audited Statements$2,545,956
Total Expenses per Form 990$2,545,956
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Oracle development tools user group, uses a management company to perform managerial and program related functions.

Form 990, Page 6, Part VI, Line 6

MEMBERS

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

Oracle development tools user group has 3 different classifications of members: associate - the member is not eligible to act as a director of the corporation, run or hold office or vote in elections. The member has limited access to resources and doesn't require payment of dues. May upgrade to another class of membership. Individual - the member must meet certain requirements in order to qualify for this membership. The member is eligible to act as a director, run and hold office, cast one vote in elections, and have access to all resources. Individual members are required to pay dues. Lifetime - appointed by the board of directors, a lifetime member has the same rights as an individual member but isn't required to pay dues.

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

Individual and lifetime members are able to exercise one vote in all applicable elections and voting matters.

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

A digital draft is made available to all members of the board of directors for review and approval prior to filing.

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

Officers, trustees, and members of the board are required at least annually to disclose interests that could give rise to conflicts. Individuals covered under the conflict of interest policy are required to sign an annual disclosure statement. Documentation is maintained of actual and potential conflicts. In the event a conflict arises during the year, the organization's conflict of interest policy requires that the individual not participate in deliberations and decisions regarding the transaction and abstain from voting. In some circumstances, the individual may be asked to leave the room when the matter is being discussed. The conflict is documented in the minutes of the organization.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Oracle Development Tools User Group
EIN
58-2165330
Phone
9104527444
Address
2601 IRON GATE DRIVE STE 101, WILMINGTON, NC 28412

Signing Officer

Name
Gary Crisci
Title
Treasurer
Phone
9104527444
Signed
2017-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Delemar
Formed
1995
Legal Domicile
Ga
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Earney & Company Llp
Address
710 MILITARY CUTOFF RD STE 250, WILMINGTON, NC 28405-8364
Preparer
Charles L Earney CPA
Phone
9102569995
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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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IRS990/PYTotalExpensesAmt02592251
IRS990/PYTotalRevenueAmt02551788
IRS990/ReconcilationRevenueExpnssAmt086894
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0737155
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0991795
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03855
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03855
IRS990ScheduleD/ExpensesSubtotalAmt02545956
IRS990ScheduleD/RevenueSubtotalAmt02632850
IRS990ScheduleD/TotalExpensesPerForm990Amt02545956
IRS990ScheduleD/TotalRevenuePerForm990Amt02632850
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORACLE DEVELOPMENT TOOLS USER GROUP, USES A MANAGEMENT COMPANY TO PERFORM MANAGERIAL AND PROGRAM RELATED FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORACLE DEVELOPMENT TOOLS USER GROUP HAS 3 DIFFERENT CLASSIFICATIONS OF MEMBERS: ASSOCIATE - THE MEMBER IS NOT ELIGIBLE TO ACT AS A DIRECTOR OF THE CORPORATION, RUN OR HOLD OFFICE OR VOTE IN ELECTIONS. THE MEMBER HAS LIMITED ACCESS TO RESOURCES AND DOESN'T REQUIRE PAYMENT OF DUES. MAY UPGRADE TO ANOTHER CLASS OF MEMBERSHIP. INDIVIDUAL - THE MEMBER MUST MEET CERTAIN REQUIREMENTS IN ORDER TO QUALIFY FOR THIS MEMBERSHIP. THE MEMBER IS ELIGIBLE TO ACT AS A DIRECTOR, RUN AND HOLD OFFICE, CAST ONE VOTE IN ELECTIONS, AND HAVE ACCESS TO ALL RESOURCES. INDIVIDUAL MEMBERS ARE REQUIRED TO PAY DUES. LIFETIME - APPOINTED BY THE BOARD OF DIRECTORS, A LIFETIME MEMBER HAS THE SAME RIGHTS AS AN INDIVIDUAL MEMBER BUT ISN'T REQUIRED TO PAY DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INDIVIDUAL AND LIFETIME MEMBERS ARE ABLE TO EXERCISE ONE VOTE IN ALL APPLICABLE ELECTIONS AND VOTING MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A DIGITAL DRAFT IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICERS, TRUSTEES, AND MEMBERS OF THE BOARD ARE REQUIRED AT LEAST ANNUALLY TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. INDIVIDUALS COVERED UNDER THE CONFLICT OF INTEREST POLICY ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE STATEMENT. DOCUMENTATION IS MAINTAINED OF ACTUAL AND POTENTIAL CONFLICTS. IN THE EVENT A CONFLICT ARISES DURING THE YEAR, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT THE INDIVIDUAL NOT PARTICIPATE IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION AND ABSTAIN FROM VOTING. IN SOME CIRCUMSTANCES, THE INDIVIDUAL MAY BE ASKED TO LEAVE THE ROOM WHEN THE MATTER IS BEING DISCUSSED. THE CONFLICT IS DOCUMENTED IN THE MINUTES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/StatesWhereCopyOfReturnIsFldCd1GA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01948861
IRS990/TotalAssetsEOYAmt02056071
IRS990/TotalAssetsGrp/BOYAmt01948861
IRS990/TotalAssetsGrp/EOYAmt02056071
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019038
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0181686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02345232
IRS990/TotalFunctionalExpensesGrp/TotalAmt02545956
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0818975
IRS990/TotalLiabilitiesEOYAmt0839291
IRS990/TotalLiabilitiesGrp/BOYAmt0818975
IRS990/TotalLiabilitiesGrp/EOYAmt0839291
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01129886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01216780
IRS990/TotalProgramServiceExpensesAmt02345232
IRS990/TotalProgramServiceRevenueAmt02621687
IRS990/TotalRevenueGrp/ExclusionAmt02621687
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011163
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02632850
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01948861
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02056071
IRS990/TravelGrp/ManagementAndGeneralAmt036070
IRS990/TravelGrp/TotalAmt036070
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01129886
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01216780
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02601 IRON GATE DRIVE SUITE 101
IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028412
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ODTUG.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY CRISCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09104527444
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORACLE DEVELOPMENT TOOLS USER GROUP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ORAC
ReturnHeader/Filer/EIN0582165330
ReturnHeader/Filer/PhoneNum09104527444
ReturnHeader/Filer/USAddress/AddressLine1Txt02601 IRON GATE DRIVE STE 101
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028412
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0551E406279660C455F2A6CC8749BCEE1833BD9E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0652DC91A92B63109CA91D10B6CF6B8CBC8BB1599
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561719839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EARNEY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0710 MILITARY CUTOFF RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0284058364
ReturnHeader/PreparerPersonGrp/PhoneNum09102569995
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES L EARNEY CPA
ReturnHeader/ReturnTs02017-06-23T16:56:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.21$1.34$1.75$1.46$0.29
2023Summary only. Only limited summary data is available for this year.$1.41$0.37$1.04$1.48$1.36$0.12
2022Summary only. Only limited summary data is available for this year.$1.32$0.41$0.91$1.41$1.40$0.01
2021Summary only. Only limited summary data is available for this year.$1.42$0.51$0.90$0.33$0.42$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.53$0.99$0.11$0.67$0.55
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.63$1.54$2.32$2.27$0.06
2018Summary only. Only limited summary data is available for this year.$2.17$0.68$1.49$2.60$2.37$0.22
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.89$1.26$2.56$2.51$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.84$1.22$2.63$2.55$0.09
2016Summary only. Only limited summary data is available for this year.$2.06$0.84$1.22$2.63$2.55$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.82$1.13$2.55$2.59$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.66$1.17$2.34$1.97$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.39$0.80$2.04$1.69$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.24$0.45$1.69
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00