Civic Intelligence

Utah State Orthopaedic Society

EIN 87-0680136 • 501(c)6 • Salt Lake City, UT

Profile

Serve as a forum for orthopaedic surgeons in the state of utah.

1160 East 3900 South Suite 5000Salt Lake City, UT 84124

utahortho.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$12,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

70th percentile

9.6%

Faster asset growth than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-7.7%

Faster revenue growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$75,660

Up $6,635 (+9.6%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$75,660

Up $6,635 (+9.6%) from 2019

Operations
Liabilities / Revenue50th percentileNet Margin71st percentile

Revenue

Down

$54,355

Down $4,536 (-7.7%) from 2019

Expenses

Down

$47,721

Down $17,612 (-27%) from 2019

Net Income

Up

$6,634

Up $13,076 (+203%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$200K$150K$100K$50K$0Assets 2012: $152,397Net Assets 2012: $152,3972012Assets 2013: $135,834Net Assets 2013: $135,8342013Assets 2014: $121,017Net Assets 2014: $121,0172014Assets 2015: $94,444Liabilities 2015: $0Net Assets 2015: $94,4442015Assets 2016: $64,832Net Assets 2016: $64,8322016Assets 2017: $62,738Net Assets 2017: $62,7382017Assets 2018: $75,467Net Assets 2018: $75,4672018Assets 2019: $69,025Net Assets 2019: $69,0252019Assets 2020: $75,660Liabilities 2020: $0Net Assets 2020: $75,6602020

Highlighted filing

2020

Assets$75,660
Liabilities$0
Net Assets$75,660
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $103,501Expenses 2012: $111,308Net Income 2012: -$7,8072012Revenue 2013: $97,970Expenses 2013: $114,533Net Income 2013: -$16,5632013Revenue 2014: $97,495Expenses 2014: $112,312Net Income 2014: -$14,8172014Revenue 2015: $78,234Expenses 2015: $104,807Net Income 2015: -$26,5732015Revenue 2016: $79,755Expenses 2016: $109,367Net Income 2016: -$29,6122016Revenue 2017: $67,715Expenses 2017: $69,809Net Income 2017: -$2,0942017Revenue 2018: $76,715Expenses 2018: $63,986Net Income 2018: $12,7292018Revenue 2019: $58,891Expenses 2019: $65,333Net Income 2019: -$6,4422019Revenue 2020: $54,355Expenses 2020: $47,721Net Income 2020: $6,6342020

Highlighted filing

2020

Revenue$54,355
Expenses$47,721
Net Income$6,634
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$75,660
Liabilities
$0
Net assets
$75,660
Revenue
$54,355
Expenses
$47,721
Net income
$6,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.54$0.48$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.69$0.59$0.65$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.77$0.64$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.68$0.70$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.80$1.09$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.78$1.05$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.97$1.12$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$1.36$0.98$1.15$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.52$1.04$1.11$0.08
Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$76,715
Mission and Program Overview

Mission

Serve as a forum for orthopaedic surgeons in the state of utah.

Program Services

DescriptionGrantsExpenses
PROVIDE A MEANS FOR THE DISCUSSION OF ISSUES CONCERNING ORTHOPAEDIC CARE ACCESS AND TREATMENT IN THE STATE OF UTAH.--
SUPPORT OF ORGANIZATIONS ENGAGED IN IMPROVING HEALTHCARE COVERAGE AND PATIENT AND PHYSICIAN RIGHTS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK WANKIERExecutive Di-$12,000-$12,000
CRAIG W STEPHENSExecutive Di-$12,000-$12,000
MICHAEL HOLMSTROMPresident-$0--
BRENT FELIXExecutive Di-$0--
Filing and Contact Details

Filer

Filer Name
Utah State Orthopaedic Society
EIN
87-0680136
Phone
8012628486
Address
1160 EAST 3900 SOUTH SUITE 5000, SALT LAKE CITY, UT 84124

Signing Officer

Name
Brent Felix
Title
Executive Director
Phone
8012628486
Signed
2019-05-15

Preparer

Firm
Stayner Bates Pc
Address
510 S 200 W STE 200, SALT LAKE CITY, UT 84101
Preparer
Edward F Bates
Phone
8015319100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Dividends 1,210 interest income 5 total 1,215”

Form 990-ez, Part I, Line 16

“Expenses office 283 travel 1,997 meeting 17,136 insurance 1,765 bank service charges 2,105 total 23,286”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 2,863 total 0 2,863”

Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0E MARC MARIANI
IRS990EZ/BooksInCareOfDetail/PhoneNum08015319100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01160 E 3900 S 5000
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062738
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072604
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012729
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01479
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062738
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075467
IRS990EZ/GrossReceiptsAmt076715
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062738
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075467
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062738
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075467
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt112000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK WANKIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG W STEPHENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HOLMSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRENT FELIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02863
IRS990EZ/OtherExpensesTotalAmt023286
IRS990EZ/OtherRevenueTotalAmt01215
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVE AS A FORUM FOR ORTHOPAEDIC SURGEONS IN THE STATE OF UTAH.
IRS990EZ/ProgramServiceRevenueAmt030500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE A MEANS FOR THE DISCUSSION OF ISSUES CONCERNING ORTHOPAEDIC CARE ACCESS AND TREATMENT IN THE STATE OF UTAH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF ORGANIZATIONS ENGAGED IN IMPROVING HEALTHCARE COVERAGE AND PATIENT AND PHYSICIAN RIGHTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039221
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063986
IRS990EZ/TotalRevenueAmt076715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0UTAHORTHO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIVIDENDS 1,210 INTEREST INCOME 5 TOTAL 1,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 283 TRAVEL 1,997 MEETING 17,136 INSURANCE 1,765 BANK SERVICE CHARGES 2,105 TOTAL 23,286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 2,863 TOTAL 0 2,863
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT FELIX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08012628486
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTAH STATE ORTHOPAEDIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870680136
ReturnHeader/Filer/PhoneNum08012628486
ReturnHeader/Filer/USAddress/AddressLine1Txt01160 EAST 3900 SOUTH SUITE 5000
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03572BEBB2CE418BF6DE9908884FB162166186B54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB858BA31F04699E906BF4765556342F31FF276D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:23:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870495153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STAYNER BATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 S 200 W STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084101
ReturnHeader/PreparerPersonGrp/PhoneNum08015319100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD F BATES
ReturnHeader/ReturnTs02019-05-15T14:23:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.