Civic Intelligence

Washington Orthodontic Alumni Association

990 • Fiscal year 2017 • EIN 91-1221281

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

17%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$734,193

Up $107,993 (+17%) from 2016

Net Assets

Up

$734,193

Up $107,993 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$65,281

Up $9,577 (+17%) from 2016

Expenses

Down

$24,819

Down $61,178 (-71%) from 2016

Net Income

Up

$40,462

Up $70,755 (+234%) from 2016

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

2017

Assets$734,193
Liabilities$0
Net Assets$734,193

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

2017

Revenue$65,281
Expenses$24,819
Net Income$40,462
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$74,624
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$608,022$664,849▲ $56,827
Savings and Temporary Cash Investments$16,973$65,395▲ $48,422
Cash and Non-Interest-Bearing Accounts$1,205$3,949▲ $2,744
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-724,997$-617,004▲ $107,993
Total Assets$626,200$734,193▲ $107,993
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$626,200$734,193▲ $107,993
Total Liabilities and Net Assets / Fund Balance$626,200$734,193▲ $107,993
Compensation and Service Providers

Board Members and Trustees

NameTitle
Greg Huang DdsDept. Chair
Perry Ormiston DdsPresident
Bret Fidler DdsTrustee
Fedora KatzTrustee
John MooreTrustee
Peter ShapiroTrustee
Sally GeeTrustee
Sidharth Vora BdsTrustee
Solieil RobertsTrustee
Charles Hall DdsVP, Secratary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,090
Program Service Revenue
$0
Investment Income
$19,534
Other Revenue
$-9,343
All Other Contributions
$41,400
Change in Net Assets
$40,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,119
Grants and Similar Amounts Paid$6,700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,700--$6,700
Fees for Services Accounting-$4,270-$4,270
Travel$4,109--$4,109
Fees for Services Other$3,824--$3,824
Office Expenses$2,388--$2,388
Other Expenses$10--$10
Total Functional Expenses$20,549$4,270$0$24,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Washington 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
Gaming Direct Expenses$9,343
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Gross Income$0
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
President
Phone
2538209434
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Perry Ormiston
Formed
1983
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

Contract administrator: program service expenses 3,824. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,824.

Part I, Lines 20-22

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

Raw XML Appendix393 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/CurrentTaxYearAmt019534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012406
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt076878
IRS990ScheduleA/PublicSupportCY170Pct00.71440
IRS990ScheduleA/PublicSupportPY170Pct00.74130
IRS990ScheduleA/PublicSupportTotal170Amt0192268
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0192268
IRS990ScheduleA/TotalSupportAmt0269146
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt06700
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION AND RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF WASHINGTON 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/ExplanationTxt4CONTRACT ADMINISTRATOR: PROGRAM SERVICE EXPENSES 3,824. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,824.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DIFFERENCE 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/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART I, LINES 20-22
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0626200
IRS990/TotalAssetsEOYAmt0734193
IRS990/TotalAssetsGrp/BOYAmt0626200
IRS990/TotalAssetsGrp/EOYAmt0734193
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt055090
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04270
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020549
IRS990/TotalFunctionalExpensesGrp/TotalAmt024819
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0626200
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0734193
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020549
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019534
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-9343
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065281
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0626200
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0734193
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04109
IRS990/TravelGrp/TotalAmt04109
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 31553
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098102
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.UWOAA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PERRY ORMISTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02538209434
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId06A821D0B274B5855642737A0F5B4B79E08AAF2E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0809E54FA8C64BBE3CBB7CEA9C7808FE856DB1227
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:57:09
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E THOMPSON CPA ABV CVA
ReturnHeader/ReturnTs02018-11-15T17:07:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.07$0.02$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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