Civic Intelligence

Western Orthopaedic Association

990 • Fiscal year 2019 • EIN 94-1379470

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileWWW.WOA-ASSN.ORG
110 West Road No 227Towson, MD 21204

(410) 494-4994

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.12x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.32x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-4.1%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

16%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$2,430,966

Up $335,626 (+16%) from 2018

Net Assets

Up

$2,151,345

Up $289,853 (+16%) from 2018

Liabilities

Up

$279,621

Up $45,773 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin19th percentile

Revenue

Up

$870,009

Up $122,079 (+16%) from 2018

Expenses

Up

$905,629

Up $357,711 (+65%) from 2018

Net Income

Down

-$35,620

Down $235,632 (-118%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,474,430Liabilities 2010: $294,013Net Assets 2010: $1,180,4172010Assets 2011: $1,420,616Liabilities 2011: $133,859Net Assets 2011: $1,286,7572011Assets 2012: $1,716,969Liabilities 2012: $228,333Net Assets 2012: $1,488,6362012Assets 2013: $1,983,561Liabilities 2013: $263,555Net Assets 2013: $1,720,0062013Assets 2014: $1,990,290Liabilities 2014: $176,017Net Assets 2014: $1,814,2732014Assets 2015: $2,107,189Liabilities 2015: $220,214Net Assets 2015: $1,886,9752015Assets 2016: $2,008,472Liabilities 2016: $213,706Net Assets 2016: $1,794,7662016Assets 2017: $2,089,545Liabilities 2017: $292,069Net Assets 2017: $1,797,4762017Assets 2018: $2,095,340Liabilities 2018: $233,848Net Assets 2018: $1,861,4922018Assets 2019: $2,430,966Liabilities 2019: $279,621Net Assets 2019: $2,151,3452019Assets 2020: $2,530,381Liabilities 2020: $190,364Net Assets 2020: $2,340,0172020Assets 2021: $2,861,346Liabilities 2021: $196,578Net Assets 2021: $2,664,7682021Assets 2022: $2,457,513Liabilities 2022: $258,699Net Assets 2022: $2,198,8142022Assets 2023: $2,810,986Liabilities 2023: $174,181Net Assets 2023: $2,636,8052023Assets 2024: $3,202,542Liabilities 2024: $171,148Net Assets 2024: $3,031,3942024

Highlighted filing

2019

Assets$2,430,966
Liabilities$279,621
Net Assets$2,151,345
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $595,4732010Expenses 2011: $580,9812011Expenses 2012: $574,9952012Revenue 2013: $698,640Expenses 2013: $623,922Net Income 2013: $74,7182013Revenue 2014: $683,482Expenses 2014: $655,454Net Income 2014: $28,0282014Revenue 2015: $698,081Expenses 2015: $571,017Net Income 2015: $127,0642015Revenue 2016: $637,370Expenses 2016: $808,434Net Income 2016: -$171,0642016Revenue 2017: $706,370Expenses 2017: $899,953Net Income 2017: -$193,5832017Revenue 2018: $747,930Expenses 2018: $547,918Net Income 2018: $200,0122018Revenue 2019: $870,009Expenses 2019: $905,629Net Income 2019: -$35,6202019Revenue 2020: $261,373Expenses 2020: $327,062Net Income 2020: -$65,6892020Revenue 2021: $240,042Expenses 2021: $259,126Net Income 2021: -$19,0842021Revenue 2022: $822,598Expenses 2022: $803,186Net Income 2022: $19,4122022Revenue 2023: $748,761Expenses 2023: $639,683Net Income 2023: $109,0782023Revenue 2024: $853,656Expenses 2024: $778,548Net Income 2024: $75,1082024

Highlighted filing

2019

Revenue$870,009
Expenses$905,629
Net Income-$35,620
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$870,009
Mission and Program Overview

Mission

To promote, encourage, foster, and advance the art of science and orthopaedic surgery and matters related thereto, and to establish a forum for free discussion and teaching of orthopaedic methods and principles among the members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,678,380$2,051,367▲ $372,987
Cash and Non-Interest-Bearing Accounts$265,233$254,775▼ $10,458
Prepaid Expenses and Deferred Charges$59,058$90,352▲ $31,294
Accounts Receivable$92,669$34,472▼ $58,197
Total Assets$2,095,340$2,430,966▲ $335,626
Liabilities
Deferred Revenue$149,810$148,665▼ $1,145
Accounts Payable and Accrued Expenses$84,038$130,956▲ $46,918
Total Liabilities$233,848$279,621▲ $45,773
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,861,492$1,825,872▼ $35,620
Total Net Assets Fund Balance$1,861,492$2,151,345▲ $289,853
Total Liabilities and Net Assets / Fund Balance$2,095,340$2,430,966▲ $335,626

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$142,855$80,059▲ $13,651-$236,565
2018$158,350$90▼ $15,585-$142,855
2017$147,524$300▲ $10,526-$158,350
2016$181,151$280▼ $33,907-$147,524
2015$197,637$240▼ $16,726-$181,151
Compensation and Service Providers
Top Officer Pay24th percentile

Board Members and Trustees

NameTitle
Theodore Coates Pa-cHealth Program Chair
Jeffrey Nakano MdMembership Committee Chair
Kimberly Furry MdMembership Committee Chair
David Holmes Chafey Iii MdProgram Committee Chair
David J Mansfield MdProgram Committee Chair
Jeffrey E Krygier MdProgram Committee Chair
Brian a Jewett MdPast President
Omer a Ilahi MdPresident
William J Maloney MdFirst Vice President
Nitin N Bhatia MdSecond Vice President
William C Mcmaster MdManaging Director
Bryan S Moon MdAaos/boc Rep
Conor P Kleweno MdJunior Member
Geoffrey S Marecek MdJunior Member
Kathryn L Schabel MdJunior Member
Michael Githens Ms MdJunior Member
William J BestLay Member
Col Edward D ArringtonMember at Large
Jennifer Vanwarmerdam MdMember at Large
Richard a Marder MdMember at Large
Blake Schultz MdResident Member
Robin H DunnResident Member
Jay R Lieberman MdSecretary
Basil Besh MdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Data Trace Management Services LLCManagement Company110 WEST ROAD SUITE 227, Towson, MD 21204$293,583
Revenue and Support

Revenue Composition

Contributions and Grants
$225,790
Program Service Revenue
$585,278
Investment Income
$47,513
Other Revenue
$11,428
Change in Net Assets
$-35,620

Audited Revenue Reconciliation

Revenue per Audited Statements
$868,959
Revenue Not Reported on Financial Statements
$1,050
Revenue Not Reported on Form 990
$325,473
Total Revenue per Audited Statements
$1,194,432
Total Revenue per Form 990
$870,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$690,633
Grants and Similar Amounts Paid$214,996
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$293,583
Conferences and Meetings---$288,530
Grants to Domestic Orgs---$214,996
Travel---$29,926
Advertising---$29,545
Office Expenses---$28,271
Fees for Services Accounting---$9,040
Information Technology---$3,815
Insurance---$3,261
Fees for Service Investment Mgmnt Fees---$1,050
Other Expenses---$376
Total Functional Expenses$0$0$0$905,629

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$905,629
Expenses per Audited Statements$904,579
Total Expenses per Audited Statements$904,579
Expenses Not Reported on Financial Statements$1,050
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Orthopaedic FoundationTowson, MD501(c)(3)Advance Education, Patient Care and Research in Orthopaedics.$214,996
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
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 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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The day to day operations of the association are handled under a contract between the association and data trace management services, llc”

Form 990, Part VI, Section A, Line 6

“The association is a membership organization.”

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

“Members of the association vote annually on the slate of prospective board members.”

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

“The members annually vote on a slate of officers for election, and if applicable in a given year would also vote on any by-law changes.”

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

“The form 990 was reviewed by the management company prior to being signed by a board member.”

Form 990, Part VI, Section B, Line 12C

“At board meetings, members are queried as to any interests that could give rise to conflicts.”

Form 990, Part VI, Section B, Line 15

“Officers and board members do not receive compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Western Orthopaedic Association
EIN
94-1379470
Phone
4104944994
Address
110 WEST ROAD NO 227, TOWSON, MD 21204

Signing Officer

Name
Charles Freitag
Title
Executive Director
Phone
4104944994
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay R Lieberman Md
Formed
1932
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
0

Preparer

Firm
Ellin & Tucker Chartered
Address
400 EAST PRATT ST SUITE 200, BALTIMORE, MD 21202
Preparer
Elisabeth J Dembeck
Phone
4107275735
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Page 12, Line 2C

“The oversight and selection process have not changed from prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds are held with the objective of preserving principal while generating income which can be used for ongoing research or education projects, or which can be reinvestment in the endowment to support future income growth.”

PART X, LINE 2:

“The association follows the provisions of accounting for uncertainty in income taxes under the income taxes topic of the codification. The codification requires the evaluation of tax positions, which include maintaining its tax-exempt status and the taxability of any unrelated business income, and does not allow recognition of tax positions which do not meet a more-likely-than-not threshold of being sustained by the applicable tax authority. Management does not believe it has taken any tax positions that would not meet this threshold.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1RESIDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3AAOS/BOC REP
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5JUNIOR MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PROGRAM COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PROGRAM COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8JUNIOR MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10PROGRAM COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBERSHIP COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt13JUNIOR MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBERSHIP COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15JUNIOR MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECOND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt19RESIDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20HEALTH PROGRAM CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22LAY MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23FIRST VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01932
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0214996
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0870009
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03815
IRS990/InsuranceGrp/TotalAmt03261
IRS990/InvestmentIncomeGrp/ExclusionAmt047513
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047513
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01678380
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02051367
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0225790
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE, ENCOURAGE, FOSTER, AND ADVANCE THE ART OF SCIENCE AND ORTHOPAEDIC SURGERY AND MATTERS RELATED THERETO, AND TO ESTABLISH A FORUM FOR FREE DISCUSSION AND TEACHING OF ORTHOPAEDIC METHODS AND PRINCIPLES AMONG THE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01861492
IRS990/NetAssetsOrFundBalancesEOYAmt02151345
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0325473
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01861492
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01825872
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt028271
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING-RENEWALS, NEWS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt03236
IRS990/OtherExpensesGrp/TotalAmt1376
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011428
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011428
IRS990/OtherRevenueTotalAmt011428
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059058
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090352
IRS990/PrincipalOfficerNm0JAY R LIEBERMAN MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/Desc0MEETINGS & COURSES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0585278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0585278
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0230400
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt039733
IRS990/PYOtherExpensesAmt0547918
IRS990/PYOtherRevenueAmt011237
IRS990/PYProgramServiceRevenueAmt0466560
IRS990/PYRevenuesLessExpensesAmt0200012
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0547918
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0747930
IRS990/ReconcilationRevenueExpnssAmt0-35620
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt080059
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt013651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0158350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0142855
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0147524
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0158350
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010526
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0181151
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0147524
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33907
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0197637
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0181151
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IRS990ScheduleD/ExpensesSubtotalAmt0904579
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt01050
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IRS990ScheduleD/RelatedOrgListSchRInd01
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01050
IRS990ScheduleD/RevenueSubtotalAmt0868959
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE HELD WITH THE OBJECTIVE OF PRESERVING PRINCIPAL WHILE GENERATING INCOME WHICH CAN BE USED FOR ONGOING RESEARCH OR EDUCATION PROJECTS, OR WHICH CAN BE REINVESTMENT IN THE ENDOWMENT TO SUPPORT FUTURE INCOME GROWTH.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A MORE-LIKELY-THAN-NOT THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0905629
IRS990ScheduleD/TotalRevenuePerForm990Amt0870009
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01194432
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0904579
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0214996
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,430,966
Liabilities
$279,621
Net assets
$2,151,345
Revenue
$870,009
Expenses
$905,629
Net income
-$35,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.17$3.03$0.85$0.78$0.08
2023Summary only. Only limited summary data is available for this year.$2.81$0.17$2.64$0.75$0.64$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.26$2.20$0.82$0.80$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.20$2.66$0.24$0.26$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.19$2.34$0.26$0.33$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.28$2.15$0.87$0.91$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.23$1.86$0.75$0.55$0.20
2017Summary only. Only limited summary data is available for this year.$2.09$0.29$1.80$0.71$0.90$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.21$1.79$0.64$0.81$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.22$1.89$0.70$0.57$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.18$1.81$0.68$0.66$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.26$1.72$0.70$0.62$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.23$1.49$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.13$1.29$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.29$1.18$0.60
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • $1M-$5M nonprofits