Civic Intelligence

Washington Orthodontic Alumni Association

990 • Fiscal year 2019 • EIN 91-1221281

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

5th percentile

-59%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$2,125

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$766,688

Up $31,513 (+4.3%) from 2018

Net Assets

Up

$766,688

Up $31,513 (+4.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$88,681

Up $23,896 (+37%) from 2018

Expenses

Up

$141,373

Up $109,347 (+341%) from 2018

Net Income

Down

-$52,692

Down $85,451 (-261%) from 2018

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

2019

Assets$766,688
Liabilities$0
Net Assets$766,688

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

2019

Revenue$88,681
Expenses$141,373
Net Income-$52,692
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$96,003
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 Other Securities-$743,258-
Investments in Publicly Traded Securities$653,451--
Savings and Temporary Cash Investments$80,758$20,908▼ $59,850
Cash and Non-Interest-Bearing Accounts$966$2,522▲ $1,556
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-616,022$-584,509▲ $31,513
Total Assets$735,175$766,688▲ $31,513
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$735,175$766,688▲ $31,513
Total Liabilities and Net Assets / Fund Balance$735,175$766,688▲ $31,513

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$743,258--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Sally GeeExecutive Assistant$2,125$2,125

Board Members and Trustees

NameTitle
Greg HuangDept. Chair
Charles HallPresident
Bret FidlerTrustee
Fedora KatzTrustee
John MooreTrustee
Perry OrmistonTrustee
Sid VoraTrustee
Solieil RobertsTrustee
Peter ShapiroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$75,972
Program Service Revenue
$0
Investment Income
$20,031
Other Revenue
$-7,322
All Other Contributions
$61,977
Change in Net Assets
$-52,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,553
Other Expenses$17,820
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,553--$123,553
Fees for Services Other-$5,556-$5,556
Conferences and Meetings$5,469--$5,469
Fees for Services Accounting-$3,640-$3,640
Other Expenses$1,000--$1,000
Office Expenses$977--$977
Total Functional Expenses$132,177$9,196$0$141,373
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Washington Foundation - Orthodontics DeptSeattle, WA501 (c) 3Education and Research$123,553
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,322
Fundraising 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 35% controlled entity
No
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
Peter Shapiro
Title
Treasurer
Phone
2538209434
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Shapiro
Formed
1983
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Joseph Kim CPA
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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0UWOAA SUPPORTS THE UNIVERSITY OF WASHINGTON ORTHODONTIC DEPARTMENT AND TEACHING CLINIC.
IRS990/AllOtherContributionsAmt061977
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARLES HALL
IRS990/BooksInCareOfDetail/PhoneNum02538209434
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 31553
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098102
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01351197
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01351197
IRS990/CashNonInterestBearingGrp/BOYAmt0966
IRS990/CashNonInterestBearingGrp/EOYAmt02522
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05469
IRS990/ConferencesMeetingsGrp/TotalAmt05469
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt07425
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt075972
IRS990/CYGrantsAndSimilarPaidAmt0123553
IRS990/CYInvestmentIncomeAmt020031
IRS990/CYOtherExpensesAmt017820
IRS990/CYOtherRevenueAmt0-7322
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-52692
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0141373
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt088681
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0UWOAA PROVIDES PROFESSIONAL EDUCATIONAL COURSES AND MEETINGS AND CONFERENCES FOR MEMBERS AND NON-MEMBERS IN ADDITION TO PREPARING NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT EVENTS AND HAPPENINGS AT THE UNIVERSITY OF WASHINGTON ORTHODONTICS DEPARTMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt08624
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03640
IRS990/FeesForServicesAccountingGrp/TotalAmt03640
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05556
IRS990/FeesForServicesOtherGrp/TotalAmt05556
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES HALL
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm2SALLY GEE
IRS990/Form990PartVIISectionAGrp/PersonNm3GREG HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm4BRET FIDLER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm6SOLIEIL ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm7FEDORA KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm8PERRY ORMISTON
IRS990/Form990PartVIISectionAGrp/PersonNm9SID VORA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE ASSISTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DEPT. CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt07425
IRS990/FundraisingDirectExpensesAmt07322
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0123553
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0123553
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt096003
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt020031
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020031
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0743258
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0653451
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt06570
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0735175
IRS990/NetAssetsOrFundBalancesEOYAmt0766688
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7322
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7322
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt084205
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0977
IRS990/OfficeExpensesGrp/TotalAmt0977
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1DONATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt01178
IRS990/OtherExpensesGrp/ProgramServicesAmt11000
IRS990/OtherExpensesGrp/TotalAmt01178
IRS990/OtherExpensesGrp/TotalAmt11000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PETER SHAPIRO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UWOAA SUPPORTS THE UNIVERSITY OF WASHINGTON ORTHODONTICS DEPARTMENT THROUGH DIRECT SUPPORT OF GRADUATE RESEARCH PROGRAMS AND GRADUATE STUDENT ORTHODONTICS EXAM FEES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0123553
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0123553
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT OF UNIVERSITY OF WASHINGTON ORTHODONTICS DEPARTMENT THROUGH DIRECT SUPPORT OF GRADUATE RESEARCH PROGRAMS AND GRADUATE STUDENT ORTHODONTICS EXAM FEES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt051331
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05700
IRS990/PYInvestmentIncomeAmt021492
IRS990/PYOtherExpensesAmt026326
IRS990/PYOtherRevenueAmt0-8038
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt032759
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt032026
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064785
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-52692
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-616022
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-584509
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080758
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020908
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt036521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0253633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012897
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093137
IRS990ScheduleA/PublicSupportCY170Pct00.73140
IRS990ScheduleA/PublicSupportPY170Pct00.71570
IRS990ScheduleA/PublicSupportTotal170Amt0253633
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt036521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034719
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0253633
IRS990ScheduleA/TotalSupportAmt0346770
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
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0743258
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0743258
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0123553
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 3
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/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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0735175
IRS990/TotalAssetsEOYAmt0766688
IRS990/TotalAssetsGrp/BOYAmt0735175
IRS990/TotalAssetsGrp/EOYAmt0766688
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt075972
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09196
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132177
IRS990/TotalFunctionalExpensesGrp/TotalAmt0141373
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0735175
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0766688
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0132177
IRS990/TotalReportableCompFromOrgAmt02125
IRS990/TotalRevenueGrp/ExclusionAmt012709
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088681
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0735175
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0766688
IRS990/TotReportableCompRltdOrgAmt00
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/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.UWOAA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02538209434
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C06523A8E31EA135B31982151DB0A01BFCF0129E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:26:09
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH KIM CPA
ReturnHeader/ReturnTs02020-11-16T12:21:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
2019Detailed filing. Detailed filing data is available for this year.$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
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