Civic Intelligence

Ouachita Medical Society

EIN 72-0925607 • 501(c)4 • Monroe, LA

Profile

SCHEDULE O - ATTACHED

P O Box 2884Monroe, LA 71207-2884

ouachitams.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.02x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

3.4%

Higher net margin than 55% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$37,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 71.3% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

8.7%

Faster asset growth than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

35%

Faster revenue growth than 85% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$32,872

Up $2,631 (+8.7%) from 2022

Liabilities

Up

$503

Up $274 (+120%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$70,296

Up $18,411 (+35%) from 2022

Expenses

Up

$67,939

Up $8,972 (+15%) from 2022

Net Income

Up

$2,357

Up $9,439 (+133%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2012: $74,041Liabilities 2012: $644Net Assets 2012: $73,3972012Assets 2013: $81,896Liabilities 2013: $66Net Assets 2013: $81,8302013Assets 2014: $75,780Liabilities 2014: $113Net Assets 2014: $75,6672014Assets 2015: $62,564Liabilities 2015: $756Net Assets 2015: $61,8082015Assets 2016: $49,777Liabilities 2016: $756Net Assets 2016: $49,0212016Assets 2017: $44,034Liabilities 2017: $756Net Assets 2017: $43,2782017Assets 2018: $30,308Liabilities 2018: $942Net Assets 2018: $29,3662018Assets 2019: $19,407Liabilities 2019: $694Net Assets 2019: $18,7132019Assets 2020: $23,320Liabilities 2020: $5,243Net Assets 2020: $18,0772020Assets 2021: $37,787Liabilities 2021: $8,401Net Assets 2021: $29,3862021Assets 2022: $30,241Liabilities 2022: $229Net Assets 2022: $30,0122022Assets 2023: $32,872Liabilities 2023: $5032023

Highlighted filing

2023

Assets$32,872
Liabilities$503
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $60,649Expenses 2012: $54,950Net Income 2012: $5,6992012Revenue 2013: $61,277Expenses 2013: $52,844Net Income 2013: $8,4332013Revenue 2014: $53,766Expenses 2014: $59,929Net Income 2014: -$6,1632014Revenue 2015: $52,964Expenses 2015: $66,823Net Income 2015: -$13,8592015Revenue 2016: $66,577Expenses 2016: $79,364Net Income 2016: -$12,7872016Revenue 2017: $64,177Expenses 2017: $69,920Net Income 2017: -$5,7432017Revenue 2018: $69,041Expenses 2018: $82,953Net Income 2018: -$13,9122018Revenue 2019: $73,702Expenses 2019: $84,355Net Income 2019: -$10,6532019Revenue 2020: $65,810Expenses 2020: $66,446Net Income 2020: -$6362020Revenue 2021: $70,710Expenses 2021: $59,401Net Income 2021: $11,3092021Revenue 2022: $51,885Expenses 2022: $58,967Net Income 2022: -$7,0822022Revenue 2023: $70,296Expenses 2023: $67,939Net Income 2023: $2,3572023

Highlighted filing

2023

Revenue$70,296
Expenses$67,939
Net Income$2,357

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 12, 2022
Return Version
2021v4.1
Gross Receipts
$64,839
Mission and Program Overview

Mission

SCHEDULE O - ATTACHED

Program Services

DescriptionGrantsExpenses
SCHEDULE O - ATTACHED$1,500$58,967
What is the organization's primary exempt purpose?The purpose of this organization is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine.The medical society exempt purpose is to provide a membership organization to promote the mission of the society which is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine. The organization utilizes General Meetings to educate and inform physicians on timely topics in medicine,an updated Directory of all physicians and services provided in the area, as well as other meetings on specific topics of interest. There are over 150 medical physicians who are members of the organization. The area serviced consists of Ouachita Parish other Northeast Louisiana Parishes.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MILLSExecutive DirectorFT$37,000-$37,000
AMBER SHEMWELL MDPresident-$0--
JAMES GORDON MDVice President-$0--
TIMOTHY MICKEL MDBoard Member-$0--
ROBERT HENDRICK JR MDBoard Member-$0--
EUIL LUTHER MDBoard Member-$0--
HENRY TALIAFERRO JR MDImmediate Past President-$0--
GYANENDRA SHARMA MDBoard Member-$0--
PAUL G MURPHY MDBoard Member-$0--
ERIN R BREARD MDBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Party$7,815$7,815$1,364$6,451
Directory$5,793$5,793$6,078$-285
Total Events$13,608$13,608$11,490$2,118
Filing and Contact Details

Filer

Filer Name
Ouachita Medical Society
EIN
72-0925607
Phone
3185126932
Address
P O BOX 2884, MONROE, LA 71207-2884

Signing Officer

Name
Jennifer B Mills
Title
Executive Director
Phone
3185126932
Signed
2022-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Cathy M Trichel CPA
Address
PO BOX 14659, MONROE, LA 71207
Preparer
Cathy M Trichel CPA
Phone
3183237597
Supplemental Narrative

Additional Explanations

Pt III, Line 31

What is the organization's primary exempt purpose?

Pt III, Line 31

The purpose of this organization is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine.

Pt III, Line 31

The medical society exempt purpose is to provide a membership organization to promote the mission of the society which is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine. The organization utilizes General Meetings to educate and inform physicians on timely topics in medicine,an updated Directory of all physicians and services provided in the area, as well as other meetings on specific topics of interest. There are over 150 medical physicians who are members of the organization. The area serviced consists of Ouachita Parish other Northeast Louisiana Parishes.

Form 990EZ, Part I, Line 10

Scholarship education - f.d. Mistry legacy scholarship; education; kapil k pokharel: 4864 jackson , monroe, la, 71202; none, 500.

Form 990EZ, Part I, Line 10

Education - e.d. Mistry legacy scholarship; education; yousaf khan: 107 ashford drive apt 1834, monroe, la, 71291; none, 1000.

Form 990EZ, Part I, Line 16

General membership expenses 231.

Form 990EZ, Part I, Line 16

CELLPHONE SERVICE 2082.

Form 990EZ, Part I, Line 16

Committee meeting expense 435.

Form 990EZ, Part I, Line 16

CREDIT CARD FEES 48.

Form 990EZ, Part I, Line 16

DUES & PUBLICATIONS 215.

Form 990EZ, Part I, Line 16

OFFICE EXPENSES 1971.

Form 990EZ, Part I, Line 16

PUBLIC RELATIONS 196.

Form 990EZ, Part I, Line 16

TRAVEL - CONVENTION 423.

Form 990EZ, Part I, Line 16

Registration - convention 25.

Form 990EZ, Part I, Line 16

License renewal - sos 10.

Form 990EZ, Part I, Line 20

Ppp loan forgiveness 7708.

Form 990EZ, Part II, Line 26

Accrued payroll taxes 693. 229.

Form 990EZ, Part II, Line 26

Note payable - sba ppp loan 7708. 0.

Raw XML Appendix219 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1What is the organization's primary exempt purpose?The purpose of this organization is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine.The medical society exempt purpose is to provide a membership organization to promote the mission of the society which is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine. The organization utilizes General Meetings to educate and inform physicians on timely topics in medicine,an updated Directory of all physicians and services provided in the area, as well as other meetings on specific topics of interest. There are over 150 medical physicians who are members of the organization. The area serviced consists of Ouachita Parish other Northeast Louisiana Parishes.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0What is the organization's primary exempt purpose?
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The purpose of this organization is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The medical society exempt purpose is to provide a membership organization to promote the mission of the society which is to pursue and maintain access to quality medical care, to promote public education on health issues, and to provide value to members by the representation and assistance of member physicians in the practice of medicine. The organization utilizes General Meetings to educate and inform physicians on timely topics in medicine,an updated Directory of all physicians and services provided in the area, as well as other meetings on specific topics of interest. There are over 150 medical physicians who are members of the organization. The area serviced consists of Ouachita Parish other Northeast Louisiana Parishes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIP EDUCATION - F.D. MISTRY LEGACY SCHOLARSHIP; EDUCATION; KAPIL K POKHAREL: 4864 JACKSON , MONROE, LA, 71202; NONE, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION - E.D. MISTRY LEGACY SCHOLARSHIP; EDUCATION; YOUSAF KHAN: 107 ASHFORD DRIVE APT 1834, MONROE, LA, 71291; NONE, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GENERAL MEMBERSHIP EXPENSES 231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CELLPHONE SERVICE 2082.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMITTEE MEETING EXPENSE 435.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREDIT CARD FEES 48.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES & PUBLICATIONS 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE EXPENSES 1971.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PUBLIC RELATIONS 196.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TRAVEL - CONVENTION 423.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13REGISTRATION - CONVENTION 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14LICENSE RENEWAL - SOS 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PPP LOAN FORGIVENESS 7708.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACCRUED PAYROLL TAXES 693. 229.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
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ReturnHeader/ReturnTs02023-03-14T11:45:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLS
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

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