Civic Intelligence

North Pacific Orthopaedic Society

EIN 93-0829638 • 501(c)6 • Portland, OR

Profile

EDUCATION

147 SE 102nd AvenuePortland, OR 97216

www.northpacificortho.org

Siviq Scores

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

Liabilities / Assets

96th percentile

1.12x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

99th percentile

2.89x

Higher debt load relative to revenue than 99% of similar nonprofits.

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

Net Margin

3rd percentile

-517%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

15th percentile

-48%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

5th percentile

-88%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$17,809

Down $16,730 (-48%) from 2019

Liabilities

Up

$19,859

Up $18,359 (+1224%) from 2019

Net Assets

Down

-$2,050

Down $35,089 (-106%) from 2019

Operations
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$6,877

Down $50,487 (-88%) from 2019

Expenses

Down

$42,417

Down $33,671 (-44%) from 2019

Net Income

Down

-$35,540

Down $16,816 (-90%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0-$50KAssets 2011: $90,264Liabilities 2011: $4,500Net Assets 2011: $85,7642011Assets 2012: $86,663Liabilities 2012: $4,050Net Assets 2012: $82,6132012Assets 2013: $94,771Liabilities 2013: $3,950Net Assets 2013: $90,8212013Assets 2014: $101,977Liabilities 2014: $6,700Net Assets 2014: $95,2772014Assets 2015: $85,975Liabilities 2015: $4,600Net Assets 2015: $81,3752015Assets 2016: $68,096Liabilities 2016: $3,145Net Assets 2016: $64,9512016Assets 2017: $69,478Liabilities 2017: $1,200Net Assets 2017: $68,2782017Assets 2018: $62,242Liabilities 2018: $11,297Net Assets 2018: $50,9452018Assets 2019: $34,539Liabilities 2019: $1,500Net Assets 2019: $33,0392019Assets 2020: $17,809Liabilities 2020: $19,859Net Assets 2020: -$2,0502020

Highlighted filing

2020

Assets$17,809
Liabilities$19,859
Net Assets-$2,050
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$100K$50K$0-$50KRevenue 2011: $93,522Expenses 2011: $77,216Net Income 2011: $16,3062011Revenue 2012: $55,286Expenses 2012: $65,306Net Income 2012: -$10,0202012Revenue 2013: $75,734Expenses 2013: $72,511Net Income 2013: $3,2232013Revenue 2014: $73,164Expenses 2014: $68,652Net Income 2014: $4,5122014Revenue 2015: $62,850Expenses 2015: $71,155Net Income 2015: -$8,3052015Revenue 2016: $50,948Expenses 2016: $70,838Net Income 2016: -$19,8902016Revenue 2017: $67,783Expenses 2017: $70,563Net Income 2017: -$2,7802017Revenue 2018: $56,744Expenses 2018: $69,912Net Income 2018: -$13,1682018Revenue 2019: $57,364Expenses 2019: $76,088Net Income 2019: -$18,7242019Revenue 2020: $6,877Expenses 2020: $42,417Net Income 2020: -$35,5402020

Highlighted filing

2020

Revenue$6,877
Expenses$42,417
Net Income-$35,540
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,809
Liabilities
$19,859
Net assets
-$2,050
Revenue
$6,877
Expenses
$42,417
Net income
-$35,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.20$0.02$0.07$0.42$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.02$0.33$0.57$0.76$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.11$0.51$0.57$0.70$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.01$0.68$0.68$0.71$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.03$0.65$0.51$0.71$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.81$0.63$0.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.95$0.73$0.69$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.04$0.91$0.76$0.73$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.04$0.83$0.55$0.65$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.05$0.86$0.94$0.77$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 20, 2021
Return Version
2020v4.0
Gross Receipts
$6,877
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONDUCTS AN ANNUAL MEETING AND SUPPORTS A WEBSITE THAT PROVIDES INFORMATION AND EDUCATION FOR MEMBERS.--
THE ORGANIZATION PUBLISHED A MEMBERSHIP DIRECTORY TO ASSIST MEMBERS IN NETWORKING.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA HERZKA MDImmed Past P-$0--
S BRAD DAINES MDPresident-$0--
MARK WAGNER MDSec/Treas-$0--
JESSIE JANOWSKI MDDirector (Ak-$0--
JENS CHAPMAN MDDirector (Wa-$0--
LOREN LARSON MDDirector (Wa-$0--
BRIAN PUSKAS MDDirector (Or-$0--
HAYLEY PIEPMEYER PA-CAllied Direc-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
North Pacific Orthopaedic Society
EIN
93-0829638
Phone
5034456691
Address
147 SE 102ND AVENUE, PORTLAND, OR 97216

Signing Officer

Name
Mark Wagner Md
Title
Sec/treas
Phone
5034456691
Signed
2021-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Foster & Associates CPA LLC
Address
9011 SW BEAVERTON HILLSDALE HWY STE, PORTLAND, OR 97225-2452
Preparer
Asif I Muzaffarr
Phone
5032972610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 47 information technology 3,021 conferences 4 insurance 1,252 board expense 291 storage rent 300 bank and credit card fees 496 taxes and fees 50 total 5,461”

Form 990-ez, Part I, Line 20

“Current year unrealized gain/loss 451”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 116 1,449 total 116 1,449”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 12,459 deferred revenue 1,500 7,400”

Raw XML Appendix138 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ANDREA HERZKA MD
CompensationExplanation/CompensationExplanationGrp/PersonNm1S BRAD DAINES MD
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARK WAGNER MD
CompensationExplanation/CompensationExplanationGrp/PersonNm3JESSIE JANOWSKI MD
CompensationExplanation/CompensationExplanationGrp/PersonNm4JENS CHAPMAN MD
CompensationExplanation/CompensationExplanationGrp/PersonNm5LOREN LARSON MD
CompensationExplanation/CompensationExplanationGrp/PersonNm6BRIAN PUSKAS MD
CompensationExplanation/CompensationExplanationGrp/PersonNm7HAYLEY PIEPMEYER PAC
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0UPDATE MANAGEMENT
IRS990EZ/BooksInCareOfDetail/PhoneNum05032539385
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0147 102ND AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097216
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016360
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-35540
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036659
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034539
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017809
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0328
IRS990EZ/GrossReceiptsAmt06877
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0124
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06425
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033039
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-2050
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033039
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-2050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREA HERZKA MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1S BRAD DAINES MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK WAGNER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSIE JANOWSKI MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENS CHAPMAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LOREN LARSON MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN PUSKAS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HAYLEY PIEPMEYER PA-C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMED PAST P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR (AK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR (WA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR (WA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR (OR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ALLIED DIREC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0116
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01449
IRS990EZ/OtherChangesInNetAssetsAmt0451
IRS990EZ/OtherExpensesTotalAmt05461
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0297
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION CONDUCTS AN ANNUAL MEETING AND SUPPORTS A WEBSITE THAT PROVIDES INFORMATION AND EDUCATION FOR MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PUBLISHED A MEMBERSHIP DIRECTORY TO ASSIST MEMBERS IN NETWORKING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0328
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019859
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042417
IRS990EZ/TotalRevenueAmt06877
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NORTHPACIFICORTHO.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 47 INFORMATION TECHNOLOGY 3,021 CONFERENCES 4 INSURANCE 1,252 BOARD EXPENSE 291 STORAGE RENT 300 BANK AND CREDIT CARD FEES 496 TAXES AND FEES 50 TOTAL 5,461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CURRENT YEAR UNREALIZED GAIN/LOSS 451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 116 1,449 TOTAL 116 1,449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 12,459 DEFERRED REVENUE 1,500 7,400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WAGNER MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum05034456691
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH PACIFIC ORTHOPAEDIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0930829638
ReturnHeader/Filer/PhoneNum05034456691
ReturnHeader/Filer/USAddress/AddressLine1Txt0147 SE 102ND AVENUE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461881127
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & ASSOCIATES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09011 SW BEAVERTON HILLSDALE HWY STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972252452
ReturnHeader/PreparerPersonGrp/PhoneNum05032972610
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASIF I MUZAFFARR
ReturnHeader/ReturnTs02021-06-10T10:16:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAGNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits