Civic Intelligence

Washington Orthodontic Alumni Association

990 • Fiscal year 2016 • EIN 91-1221281

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 03, 2017

PO Box 31553Seattle, WA 98102

(253) 820-9434

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

6th percentile

-54%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$4,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

37th percentile

-1.6%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$626,200

Down $10,253 (-1.6%) from 2015

Net Assets

Down

$626,200

Down $10,253 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$55,704

Up $8,088 (+17%) from 2015

Expenses

Up

$85,997

Up $50,042 (+139%) from 2015

Net Income

Down

-$30,293

Down $41,954 (-360%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,406,004Liabilities 2010: $0Net Assets 2010: $1,406,0042010Assets 2011: $459,367Liabilities 2011: $0Net Assets 2011: $459,3672011Assets 2012: $557,580Liabilities 2012: $0Net Assets 2012: $557,5802012Assets 2013: $571,878Liabilities 2013: $0Net Assets 2013: $571,8782013Assets 2014: $622,940Liabilities 2014: $0Net Assets 2014: $622,9402014Assets 2015: $636,453Liabilities 2015: $0Net Assets 2015: $636,4532015Assets 2016: $626,200Liabilities 2016: $0Net Assets 2016: $626,2002016Assets 2017: $734,193Liabilities 2017: $0Net Assets 2017: $734,1932017Assets 2018: $735,175Liabilities 2018: $0Net Assets 2018: $735,1752018Assets 2019: $766,688Liabilities 2019: $0Net Assets 2019: $766,6882019Assets 2020: $828,097Liabilities 2020: $0Net Assets 2020: $828,0972020Assets 2021: $882,315Liabilities 2021: $2,000Net Assets 2021: $880,3152021Assets 2022: $736,317Liabilities 2022: $0Net Assets 2022: $736,3172022Assets 2023: $783,743Liabilities 2023: $0Net Assets 2023: $783,7432023Assets 2024: $824,123Liabilities 2024: $0Net Assets 2024: $824,1232024

Highlighted filing

2016

Assets$626,200
Liabilities$0
Net Assets$626,200

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $158,0082010Expenses 2011: $1,217,6202011Expenses 2012: $41,6112012Revenue 2013: $39,556Expenses 2013: $81,016Net Income 2013: -$41,4602013Revenue 2014: $51,647Expenses 2014: $36,847Net Income 2014: $14,8002014Revenue 2015: $47,616Expenses 2015: $35,955Net Income 2015: $11,6612015Revenue 2016: $55,704Expenses 2016: $85,997Net Income 2016: -$30,2932016Revenue 2017: $65,281Expenses 2017: $24,819Net Income 2017: $40,4622017Revenue 2018: $64,785Expenses 2018: $32,026Net Income 2018: $32,7592018Revenue 2019: $88,681Expenses 2019: $141,373Net Income 2019: -$52,6922019Revenue 2020: $35,194Expenses 2020: $40,670Net Income 2020: -$5,4762020Revenue 2021: $81,889Expenses 2021: $31,123Net Income 2021: $50,7662021Revenue 2022: $52,655Expenses 2022: $60,047Net Income 2022: -$7,3922022Revenue 2023: $64,424Expenses 2023: $94,764Net Income 2023: -$30,3402023Revenue 2024: $80,633Expenses 2024: $61,480Net Income 2024: $19,1532024

Highlighted filing

2016

Revenue$55,704
Expenses$85,997
Net Income-$30,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 3, 2017
Return Version
2016v3.0
Gross Receipts
$55,704
Mission and Program Overview

Mission

The uwoaa supports the university of washington orthodontic department and teaching clinic as well as the university's graduate orthodontic research facility. It is an association of uw orthodontic alumni that also furthers the education of its members.

Uwoaa supports the university of washington orthodontic department and teaching clinic.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,351,197$1,351,197→ $0
Investments in Publicly Traded Securities$546,777$608,022▲ $61,245
Savings and Temporary Cash Investments$86,994$16,973▼ $70,021
Cash and Non-Interest-Bearing Accounts$2,682$1,205▼ $1,477
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-714,744$-724,997▼ $10,253
Total Assets$636,453$626,200▼ $10,253
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$636,453$626,200▼ $10,253
Total Liabilities and Net Assets / Fund Balance$636,453$626,200▼ $10,253
Compensation and Service Providers

Employees

NameTitleBaseTotal
Joni MartsExecutive Director$4,000$4,000

Board Members and Trustees

NameTitle
Greg Huang DdsDept. Chair
Heidi HorowitzPast President
Paul Nelson DdsPresident
Amrit Burn DdsTrustee
Bret Fidler DdsTrustee
Charles Hall DdsTrustee
John MooreTrustee
Judy Chen DdsTrustee
Sidharth Vora BdsTrustee
Perry Ormiston DdsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,521
Program Service Revenue
$0
Investment Income
$19,183
Other Revenue
$0
All Other Contributions
$28,950
Change in Net Assets
$-30,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,700
Other Expenses$33,297
Salaries, Compensation, and Employee Benefits$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,700--$48,700
Travel$18,950--$18,950
Fees for Services Other-$6,474-$6,474
Office Expenses$4,750--$4,750
Current Officers, Directors, Trustees, and Key Employees$4,000--$4,000
Other Expenses$142$2,000-$142
Total Functional Expenses$77,523$8,474$0$85,997
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Washintong Foundation - Orthodontics DeptSeattle, WA501 (c) 3Education and Research-
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Line 6 explanation - organization is a membership association for university of washington orthodontics alumni whose purpose is to support further education and to support programs at the orthodontics department of the university of washington.

Form 990, Part VI, Section A, Line 7A

This is a membership organization which votes for it's board members each year.

Form 990, Part VI, Section B, Line 11B

Line 11a explanation - form 990 is presented and approved at board meeting prior to filing.

Form 990, Part VI, Section C, Line 19

All organizational documents, policies and financial statements, as well as form 990, are available upon request.

Filing and Contact Details

Filer

Filer Name
Washington Orthodontic Alumni
EIN
91-1221281
Phone
2538209434
Address
PO BOX 31553, SEATTLE, WA 98102

Signing Officer

Name
Perry Ormiston
Title
Treasurer
Phone
2538209434
Signed
2017-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Nelson
Formed
1983
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
David E Thompson Cpaabv Cva
Phone
4252506100
Supplemental Narrative

Additional Explanations

Part I, Lines 20-22

Difference between beginning and end of year net assets includes unrealized gain/loss in marketable securities

Raw XML Appendix392 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014945
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt072289
IRS990ScheduleA/PublicSupportCY170Pct00.74130
IRS990ScheduleA/PublicSupportPY170Pct00.84690
IRS990ScheduleA/PublicSupportTotal170Amt0207172
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt069994
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0207172
IRS990ScheduleA/TotalSupportAmt0279461
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt048700
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION AND RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF WASHINTONG FOUNDATION - ORTHODONTICS DEPT
IRS990ScheduleI/RecipientTable/RecipientEIN0943079432
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 357446 ROOM B-338
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098195
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH VALUE ON DATE OF TRANSFER
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 6 EXPLANATION - ORGANIZATION IS A MEMBERSHIP ASSOCIATION FOR UNIVERSITY OF WASHINGTON ORTHODONTICS ALUMNI WHOSE PURPOSE IS TO SUPPORT FURTHER EDUCATION AND TO SUPPORT PROGRAMS AT THE ORTHODONTICS DEPARTMENT OF THE UNIVERSITY OF WASHINGTON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A MEMBERSHIP ORGANIZATION WHICH VOTES FOR IT'S BOARD MEMBERS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 11A EXPLANATION - FORM 990 IS PRESENTED AND APPROVED AT BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATIONAL DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS, AS WELL AS FORM 990, ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIFFERENCE BETWEEN BEGINNING AND END OF YEAR NET ASSETS INCLUDES UNREALIZED GAIN/LOSS IN MARKETABLE SECURITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART I, LINES 20-22
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0636453
IRS990/TotalAssetsEOYAmt0626200
IRS990/TotalAssetsGrp/BOYAmt0636453
IRS990/TotalAssetsGrp/EOYAmt0626200
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt036521
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08474
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077523
IRS990/TotalFunctionalExpensesGrp/TotalAmt085997
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0636453
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0626200
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt077523
IRS990/TotalReportableCompFromOrgAmt04000
IRS990/TotalRevenueGrp/ExclusionAmt019183
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055704
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0636453
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0626200
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt018950
IRS990/TravelGrp/TotalAmt018950
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 31553
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098102
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.UWOAA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRY ORMISTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02538209434
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON ORTHODONTIC ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0911221281
ReturnHeader/Filer/PhoneNum02538209434
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31553
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId059F77CAF55642346F007A3584950FC8177DC94A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06AC994CC6E966492A269A55B5E1BF13C867CD4A4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-03-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:36:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 NORTHUP WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04252506100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E THOMPSON CPAABV CVA
ReturnHeader/ReturnTs02017-04-14T20:45:47-05:00
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.08$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.06$0.09$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.05$0.06$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.08$0.03$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.04$0.04$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.09$0.14$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.06$0.03$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.07$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.08$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$1.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.16