Civic Intelligence

Ouachita Medical Society

990EZ • Fiscal year 2018 • EIN 72-0925607

May 01, 2017 to Apr 30, 2018 • Filed on Mar 15, 2019

P O Box 2884Monroe, LA 71207-2884

(318) 512-6932

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$37,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 54.3% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-31%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

7.6%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$30,308

Down $13,726 (-31%) from 2017

Net Assets

Down

$29,366

Down $13,912 (-32%) from 2017

Liabilities

Up

$942

Up $186 (+25%) from 2017

Revenue

Up

$69,041

Up $4,864 (+7.6%) from 2017

Expenses

Up

$82,953

Up $13,033 (+19%) from 2017

Net Income

Down

-$13,912

Down $8,169 (-142%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$30,308
Liabilities$942
Net Assets$29,366

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$69,041
Expenses$82,953
Net Income-$13,912
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 15, 2019
Return Version
2017v2.2
Gross Receipts
$103,713
Mission and Program Overview

Mission

SCHEDULE O - ATTACHED

Program Services

DescriptionGrantsExpenses
SCHEDULE O - ATTACHED$3,000$82,953
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRYSTLE MEDFORDExecutive DirectorFT$37,500-$37,500
HENRY VAN TALIAFERRO JR MDPresident-$0--
AMBER SHEMWELL MDVice President-$0--
VINCE R FORTE MDBoard Member-$0--
JAMES HARDY GORDON MDBoard Member-$0--
ROBERT S HENDRICK JR MDBoard Member-$0--
TIMOTHY MICKEL MDBoard Member-$0--
PAUL G MURPHY MDBoard Member-$0--
EUIL MARTY LUTHER MDImmediate Past President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hippocratist$12,727$12,727$12,273$454
Directory Sponsorship$8,869$8,869$5,581$3,288
Total Events$32,224$32,224$34,672$-2,448
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 Mills
Title
Executive Director
Phone
3185126932
Signed
2019-03-15
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,a medical journal called the Hippocratist that also educates and informs on medical topics, 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 in Northeast Louisiana.

Form 990EZ, Part I, Line 10

Childhood & family development; charitable; the center for children & families: 622 riverside drive,

Form 990EZ, Part I, Line 10

Scholarship; education; emily davis: 1513 tidewater dr, monroe, la, 71203; none, 1000.

Form 990EZ, Part I, Line 10

Scholarship; education; charla poole: 534 bunker lane, monroe, la, 71203; none, 500.

Form 990EZ, Part I, Line 16

ADVERTISING 110.

Form 990EZ, Part I, Line 16

Annual meetings-ama,lsms,conferences 2387.

Form 990EZ, Part I, Line 16

BANK CHARGES 357.

Form 990EZ, Part I, Line 16

CELLPHONE SERVICE 1586.

Form 990EZ, Part I, Line 16

Committee meeting expense 2211.

Form 990EZ, Part I, Line 16

DUES & PUBLICATIONS 555.

Form 990EZ, Part I, Line 16

Holiday members event 11804.

Form 990EZ, Part I, Line 16

Memorials, flowers and gifts 492.

Form 990EZ, Part I, Line 16

OFFICE EXPENSES 2848.

Form 990EZ, Part I, Line 16

PUBLIC RELATIONS 42.

Form 990EZ, Part I, Line 16

WEBSITE MAINTENANCE 886.

Form 990EZ, Part I, Line 16

Depreciation 288.

Form 990EZ, Part II, Line 24

Equipment,furniture & fixtures 467. 179.

Form 990EZ, Part II, Line 26

Accrued payroll taxes 756. 942.

Raw XML Appendix201 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/BooksInCareOfDetail/PhoneNum03185126932
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043567
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0103713
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt037500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRYSTLE MEDFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HENRY VAN TALIAFERRO JR MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER SHEMWELL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VINCE R FORTE MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES HARDY GORDON MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT S HENDRICK JR MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIMOTHY MICKEL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL G MURPHY MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EUIL MARTY LUTHER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8IMMEDIATE PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0179
IRS990EZ/OtherExpensesTotalAmt023566
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IRS990EZ/PrintingPublicationsPostageAmt01252
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082953
IRS990EZ/TotalProgramServiceExpensesAmt082953
IRS990EZ/TotalRevenueAmt069041
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ouachitams.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034672
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HIPPOCRATIST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DIRECTORY SPONSORSHIP
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt07380
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012727
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010628
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012727
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2448
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06312
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024166
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012273
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05581
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt03126
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03126
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,a medical journal called the Hippocratist that also educates and informs on medical topics, 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 in Northeast Louisiana.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHILDHOOD & FAMILY DEVELOPMENT; CHARITABLE; THE CENTER FOR CHILDREN & FAMILIES: 622 RIVERSIDE DRIVE,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIP; EDUCATION; EMILY DAVIS: 1513 TIDEWATER DR, MONROE, LA, 71203; NONE, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOLARSHIP; EDUCATION; CHARLA POOLE: 534 BUNKER LANE, MONROE, LA, 71203; NONE, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADVERTISING 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ANNUAL MEETINGS-AMA,LSMS,CONFERENCES 2387.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES 357.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CELLPHONE SERVICE 1586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMMITTEE MEETING EXPENSE 2211.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES & PUBLICATIONS 555.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOLIDAY MEMBERS EVENT 11804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MEMORIALS, FLOWERS AND GIFTS 492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OFFICE EXPENSES 2848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PUBLIC RELATIONS 42.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16WEBSITE MAINTENANCE 886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Depreciation 288.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18EQUIPMENT,FURNITURE & FIXTURES 467. 179.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19ACCRUED PAYROLL TAXES 756. 942.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03185126932
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OUACHITA MEDICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0OUAC
ReturnHeader/Filer/EIN0720925607
ReturnHeader/Filer/PhoneNum03185126932
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2884
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0712072884
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA228D0ED9CD4DFB91BEB1B352DC4FBA4F5A80D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED69F0025CD8406343ADAE75F48CB4FFF5824E37
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId072371120190740204ea5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.67.239.33
ReturnHeader/FilingSecurityInformation/IPDt02019-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:12:42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATHY M TRICHEL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 14659
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071207
ReturnHeader/PreparerPersonGrp/PhoneNum03183237597
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY M TRICHEL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-15T12:12:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

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