Civic Intelligence

Ogden Surgical Society

990 • Fiscal year 2016 • EIN 87-6120512

Nov 01, 2015 to Oct 31, 2016 • Filed on Jan 23, 2016

PO Box 9311Ogden, UT 84409

(801) 564-5585

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.15x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

29th percentile

-4.7%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$68,010

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.7%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-9.2%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,386,495

Up $22,912 (+1.7%) from 2015

Net Assets

Up

$1,350,756

Up $5,301 (+0.4%) from 2015

Liabilities

Up

$35,739

Up $17,611 (+97%) from 2015

Revenue

Down

$243,769

Down $24,756 (-9.2%) from 2015

Expenses

Up

$255,272

Up $8,642 (+3.5%) from 2015

Net Income

Down

-$11,503

Down $33,398 (-153%) from 2015

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 2010: $1,136,667Liabilities 2010: $2,364Net Assets 2010: $1,134,3032010Assets 2011: $1,131,894Liabilities 2011: $5,031Net Assets 2011: $1,126,8632011Assets 2012: $1,175,647Liabilities 2012: $5,803Net Assets 2012: $1,169,8442012Assets 2013: $1,342,147Liabilities 2013: $10,816Net Assets 2013: $1,331,3312013Assets 2014: $1,380,075Liabilities 2014: $18,758Net Assets 2014: $1,361,3172014Assets 2015: $1,363,583Liabilities 2015: $18,128Net Assets 2015: $1,345,4552015Assets 2016: $1,386,495Liabilities 2016: $35,739Net Assets 2016: $1,350,7562016Assets 2017: $1,455,934Liabilities 2017: $18,710Net Assets 2017: $1,437,2242017Assets 2018: $1,419,444Liabilities 2018: $11,774Net Assets 2018: $1,407,6702018Assets 2019: $1,494,138Liabilities 2019: $39,398Net Assets 2019: $1,454,7402019Assets 2020: $1,506,025Liabilities 2020: $75,838Net Assets 2020: $1,430,1872020Assets 2021: $1,755,750Liabilities 2021: $88,839Net Assets 2021: $1,666,9112021Assets 2022: $2,206,188Liabilities 2022: $24,984Net Assets 2022: $2,181,2042022Assets 2023: $2,220,377Liabilities 2023: $26,399Net Assets 2023: $2,193,9782023

Highlighted filing

2016

Assets$1,386,495
Liabilities$35,739
Net Assets$1,350,756

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $184,2452010Expenses 2011: $223,7542011Expenses 2012: $244,4132012Expenses 2013: $224,5482013Revenue 2014: $235,255Expenses 2014: $244,907Net Income 2014: -$9,6522014Revenue 2015: $268,525Expenses 2015: $246,630Net Income 2015: $21,8952015Revenue 2016: $243,769Expenses 2016: $255,272Net Income 2016: -$11,5032016Revenue 2017: $394,029Expenses 2017: $307,561Net Income 2017: $86,4682017Revenue 2018: $256,089Expenses 2018: $285,643Net Income 2018: -$29,5542018Revenue 2019: $385,086Expenses 2019: $338,016Net Income 2019: $47,0702019Revenue 2020: $152,292Expenses 2020: $189,844Net Income 2020: -$37,5522020Revenue 2021: $507,615Expenses 2021: $270,891Net Income 2021: $236,7242021Revenue 2022: $875,799Expenses 2022: $361,506Net Income 2022: $514,2932022Revenue 2023: $417,481Expenses 2023: $404,707Net Income 2023: $12,7742023

Highlighted filing

2016

Revenue$243,769
Expenses$255,272
Net Income-$11,503
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Jan 23, 2016
Return Version
2015v3.0
Gross Receipts
$243,769
Mission and Program Overview

Mission

The organization provides healthcare education to the local community of professional attendees of the conferences specifically and the local community in general will receive a collegial, professional experience focused on health care and community at the greatest possible value.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,342,825$1,365,766▲ $22,941
Cash and Non-Interest-Bearing Accounts$5,197$7,186▲ $1,989
Prepaid Expenses and Deferred Charges$5,000$7,000▲ $2,000
Savings and Temporary Cash Investments$10,561$6,543▼ $4,018
Total Assets$1,363,583$1,386,495▲ $22,912
Liabilities
Accounts Payable and Accrued Expenses$18,128$35,739▲ $17,611
Total Liabilities$18,128$35,739▲ $17,611
Net Assets / Fund Balance
Unrestricted Net Assets$978,844$973,038▼ $5,806
Permanently Rstr Net Assets$357,692$357,692→ $0
Temporarily Rstr Net Assets$8,919$20,026▲ $11,107
Total Net Assets Fund Balance$1,345,455$1,350,756▲ $5,301
Total Liabilities and Net Assets / Fund Balance$1,363,583$1,386,495▲ $22,912

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$366,366-▲ $21,223$9,871$377,718
2014$370,300-▲ $9,345$13,279$366,366
2013$368,172-▲ $32,645$30,517$370,300
2012$337,692$29,860▲ $42,213$41,745$368,172
2011$337,692---$337,692
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Teresa PuskedraExecutive DiFT$68,010$68,010

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$115,732
Program Service Revenue
$87,740
Investment Income
$40,297
Other Revenue
$0
All Other Contributions
$19,426
Change in Net Assets
$-11,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$235,592
Revenue Not Reported on Financial Statements
$8,177
Revenue Not Reported on Form 990
$48,804
Total Revenue per Audited Statements
$284,396
Total Revenue per Form 990
$243,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,850
Salaries, Compensation, and Employee Benefits$77,422
Total Fundraising Expense$20,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$96,352--$96,352
Other Salaries and Wages$48,776$7,742$20,904$77,422
Advertising$26,111--$26,111
Fees for Services Accounting-$13,243-$13,243
Fees for Service Investment Mgmnt Fees-$8,178-$8,178
Information Technology-$4,907-$4,907
Office Expenses-$4,479-$4,479
Other Expenses$7,403$1,025-$1,025
Total Functional Expenses$186,925$47,443$20,904$255,272

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$279,095
Total Expenses per Form 990$255,272
Expenses per Audited Statements$247,095
Expenses Not Reported on Form 990$32,000
Expenses Not Reported on Financial Statements$8,177
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
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization is an association of members that choose who will participate on the board.

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

The members elect the individuals that participate on the board.

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

The members vote to validate the governing body's decisions.

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

A copy of the 990 was provided for review by the governing body before it was filed.

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

Annually, each member states their position and if any conflict of interest arises. If so, the board will review the issue and resolve the problem.

Form 990, Page 6, Part VI, Line 19

The organization makes the public forms including the 990 and audited financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Ogden Surgical Society
EIN
87-6120512
Phone
8015645585
Address
PO BOX 9311, OGDEN, UT 84409
Doing Business As
Ogden Surgical-medical Society

Signing Officer

Name
Marc Johnson Md
Title
Chair
Phone
8015645585
Signed
2016-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Johnson Md
Formed
1963
Legal Domicile
Ut
Voting Board Members
15
Independent Board Members
0
Employees
0

Preparer

Firm
Wood Richards & Associates Pc CPA
Address
2490 WALL AVE, OGDEN, UT 84401
Preparer
Ryan Child
Phone
8016210440
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization provides healthcare education to the local community of professional attendees of the conferences specifically and the local community in general will receive a collegial, professional experience focused on health care and community at the greatest possible value.

Financial Statement Notes

Schedule D, Page 4, Part XIII

The society's endowment (the endowment) consists of eight individual funds established by donors to provide funding for speakers at the annual conference, student scholarships, hospice donations, and general operations.

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IRS990/ProgramServiceRevenueGrp/Desc0SEMINAR SPONSORSHIP REVENUE
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0185839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01090192
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0100308
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt087740
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt021223
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09871
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0366366
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0368172
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0337692
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt029860
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0368172
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042213
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt041745
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0337692
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0337692
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt032000
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt032000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08177
IRS990ScheduleD/ExpensesSubtotalAmt0247095
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08177
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08177
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016804
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95000
IRS990ScheduleD/RevenueNotReportedAmt048804
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08177
IRS990ScheduleD/RevenueSubtotalAmt0235592
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY'S ENDOWMENT (THE ENDOWMENT) CONSISTS OF EIGHT INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE FUNDING FOR SPEAKERS AT THE ANNUAL CONFERENCE, STUDENT SCHOLARSHIPS, HOSPICE DONATIONS, AND GENERAL OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleD/TotalExpensesPerForm990Amt0255272
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0284396
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES HEALTHCARE EDUCATION TO THE LOCAL COMMUNITY OF PROFESSIONAL ATTENDEES OF THE CONFERENCES SPECIFICALLY AND THE LOCAL COMMUNITY IN GENERAL WILL RECEIVE A COLLEGIAL, PROFESSIONAL EXPERIENCE FOCUSED ON HEALTH CARE AND COMMUNITY AT THE GREATEST POSSIBLE VALUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS AN ASSOCIATION OF MEMBERS THAT CHOOSE WHO WILL PARTICIPATE ON THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE INDIVIDUALS THAT PARTICIPATE ON THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS VOTE TO VALIDATE THE GOVERNING BODY'S DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE 990 WAS PROVIDED FOR REVIEW BY THE GOVERNING BODY BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUALLY, EACH MEMBER STATES THEIR POSITION AND IF ANY CONFLICT OF INTEREST ARISES. IF SO, THE BOARD WILL REVIEW THE ISSUE AND RESOLVE THE PROBLEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES THE PUBLIC FORMS INCLUDING THE 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt01386495
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020904
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047443
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186925
IRS990/TotalFunctionalExpensesGrp/TotalAmt0255272
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt018128
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01350756
IRS990/TotalProgramServiceExpensesAmt0186925
IRS990/TotalProgramServiceRevenueAmt087740
IRS990/TotalReportableCompFromOrgAmt068010
IRS990/TotalRevenueGrp/ExclusionAmt031054
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt096983
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243769
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01363583
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01386495
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0978844
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0973038
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02561 WOODLAND DRIVE
IRS990/USAddress/CityNm0OGDEN
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084403
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://OGDENSURGICAL.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC JOHNSON MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.22$0.03$2.19$0.42$0.40$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.02$2.18$0.88$0.36$0.51
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.09$1.67$0.51$0.27$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.08$1.43$0.15$0.19$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.04$1.45$0.39$0.34$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.01$1.41$0.26$0.29$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.02$1.44$0.39$0.31$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.04$1.35$0.24$0.26$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.35$0.27$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.02$1.36$0.24$0.24$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.01$1.33$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.01$1.13$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.13$0.18