Civic Intelligence

Osteopathic Physicians & Surgeons of Ca

990 • Fiscal year 2017 • EIN 95-2117017

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 06, 2017

Organization ProfileWWW.OPSC.ORG

View Organization Page

2015 H StreetSacramento, CA 95811

(916) 822-5246

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.30x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

57th percentile

5.4%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$139,661

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

3.2%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-4.2%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,720,200

Up $53,371 (+3.2%) from 2016

Net Assets

Up

$1,397,106

Up $58,463 (+4.4%) from 2016

Liabilities

Down

$323,094

Down $5,092 (-1.6%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin57th percentile

Revenue

Down

$1,091,635

Down $47,321 (-4.2%) from 2016

Expenses

Up

$1,033,172

Up $27,922 (+2.8%) from 2016

Net Income

Down

$58,463

Down $75,243 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,582,240Liabilities 2012: $628,039Net Assets 2012: $954,2012012Assets 2013: $1,603,754Liabilities 2013: $619,576Net Assets 2013: $984,1782013Assets 2014: $1,335,225Liabilities 2014: $247,242Net Assets 2014: $1,087,9832014Assets 2015: $1,574,045Liabilities 2015: $369,108Net Assets 2015: $1,204,9372015Assets 2016: $1,666,829Liabilities 2016: $328,186Net Assets 2016: $1,338,6432016Assets 2017: $1,720,200Liabilities 2017: $323,094Net Assets 2017: $1,397,1062017Assets 2018: $1,922,127Liabilities 2018: $337,126Net Assets 2018: $1,585,0012018Assets 2019: $1,976,911Liabilities 2019: $280,402Net Assets 2019: $1,696,5092019Assets 2020: $2,054,427Liabilities 2020: $360,852Net Assets 2020: $1,693,5752020Assets 2021: $2,440,753Liabilities 2021: $320,628Net Assets 2021: $2,120,1252021Assets 2022: $1,677,098Liabilities 2022: $264,536Net Assets 2022: $1,412,5622022Assets 2023: $1,411,608Liabilities 2023: $278,071Net Assets 2023: $1,133,5372023Assets 2024: $1,371,243Liabilities 2024: $308,764Net Assets 2024: $1,062,4792024Assets 2025: $1,218,725Liabilities 2025: $388,017Net Assets 2025: $830,7082025

Highlighted filing

2017

Assets$1,720,200
Liabilities$323,094
Net Assets$1,397,106
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $888,696Expenses 2012: $829,141Net Income 2012: $59,5552012Revenue 2013: $890,148Expenses 2013: $860,171Net Income 2013: $29,9772013Revenue 2014: $975,359Expenses 2014: $871,554Net Income 2014: $103,8052014Revenue 2015: $1,120,782Expenses 2015: $1,003,828Net Income 2015: $116,9542015Revenue 2016: $1,138,956Expenses 2016: $1,005,250Net Income 2016: $133,7062016Revenue 2017: $1,091,635Expenses 2017: $1,033,172Net Income 2017: $58,4632017Revenue 2018: $1,235,657Expenses 2018: $1,047,762Net Income 2018: $187,8952018Revenue 2019: $1,134,826Expenses 2019: $1,023,745Net Income 2019: $111,0812019Revenue 2020: $1,315,009Expenses 2020: $1,317,943Net Income 2020: -$2,9342020Revenue 2021: $1,269,030Expenses 2021: $988,045Net Income 2021: $280,9852021Revenue 2022: $974,913Expenses 2022: $1,631,948Net Income 2022: -$657,0352022Revenue 2023: $1,150,855Expenses 2023: $1,477,525Net Income 2023: -$326,6702023Revenue 2024: $1,435,305Expenses 2024: $1,546,311Net Income 2024: -$111,0062024Revenue 2025: $1,284,221Expenses 2025: $1,549,908Net Income 2025: -$265,6872025

Highlighted filing

2017

Revenue$1,091,635
Expenses$1,033,172
Net Income$58,463
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 6, 2017
Return Version
2016v3.0
Gross Receipts
$1,134,595
Mission and Program Overview

Mission

To advance the practice of osteopathic medicine as an independent, scientific and complete system of medicine for the restoration and preservation of good health, and to present programs of education and information that contribute to the effective, professional practice of osteopathic health care for the benefit of all members of the profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$876,521$847,278▼ $29,243
Savings and Temporary Cash Investments-$502,370-
Cash and Non-Interest-Bearing Accounts$781,312$363,399▼ $417,913
Prepaid Expenses and Deferred Charges$8,996$7,153▼ $1,843
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,666,829$1,720,200▲ $53,371
Other Assets Total-$0-
Liabilities
Deferred Revenue$222,032$257,581▲ $35,549
Accounts Payable and Accrued Expenses$99,443$58,802▼ $40,641
Other Liabilities$6,711$6,711→ $0
Total Liabilities$328,186$323,094▼ $5,092
Net Assets / Fund Balance
Unrestricted Net Assets$1,338,643$1,397,106▲ $58,463
Total Net Assets Fund Balance$1,338,643$1,397,106▲ $58,463
Total Liabilities and Net Assets / Fund Balance$1,666,829$1,720,200▲ $53,371

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$449,864$93,469$543,333
Leasehold Improvements$155,770$39,617$195,387
Land$180,000-$180,000
Other Land Buildings$55,445$74,807$130,252
Equipment$6,199$13,257$19,456
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen CreasonExecutive DirectorFT$139,661$139,661

Board Members and Trustees

NameTitle
Brian Loveless DoPresident
Richard Riemer DoPresident Elect
Minh Nguyen DoVice President
Blake Wylie DoDirector
Frederick White DoDirector
Mark Lynch DoDirector
Michael Farrell DoDirector
Michael Luszczak DoDirector
Mohammad Jamshidi DoDirector
Patricia Rehfield DoDirector
Wadsworth Murad DoDirector
Abraham Pera DoImmed Past Pres
Alexandra Myers DoSecretary-Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$496,523
Program Service Revenue
$558,455
Investment Income
$1,079
Other Revenue
$35,578
All Other Contributions
$22,500
Change in Net Assets
$58,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$662,455
Salaries, Compensation, and Employee Benefits$370,717
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$294,658
Other Salaries and Wages---$156,974
Current Officers, Directors, Trustees, and Key Employees---$139,661
Fees for Services Lobbying---$82,721
All Other Expenses---$79,784
Other Employee Benefits---$34,674
Payroll Taxes---$31,940
Office Expenses---$20,614
Other Expenses---$19,635
Fees for Services Accounting---$16,610
Travel---$14,855
Depreciation Depletion---$14,354
Occupancy---$13,475
Pension Plan Contributions---$7,468
Information Technology---$6,748
Insurance---$2,660
Total Functional Expenses$0$0$0$1,033,172
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$82,721
Total Nondeductible Lobbying and Political Cost$82,721
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits Held$3,500
Affiliate Funds Held$3,211
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The organization has dues paying members and an elected board of directors.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“All dues paying members of the organization have the right to vote for nominated individuals to serve on the board of directors and approve amendments to the organizational bylaws. The ballots are counted by an outside cpa firm and results are provided to the organization for the annual meeting held in february of each year.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Proposed amendments to bylaws of the organization are subject to the approval by voting members during the annual ballot casting in february. An amendment to the bylaws require a 2/3 vote of the voting membership represented.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the form 990 is provided to the governing body for review before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Signed forms are collected and retained in the office permanent files.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The executive director's performance is evaluated on accomplishment of membership and annual event registration goals. Compensation is based on achievement of the annual goals and comparable executive director salaries with similar annual budgets.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Bylaws are made public on the website and other statements may be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Osteopathic Physicians & Surgeons of CA
EIN
95-2117017
Phone
9168225246
Address
2015 H STREET, SACRAMENTO, CA 95811

Signing Officer

Name
Kathleen S Creason
Title
Executive Director
Signed
2017-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen S Creason
Formed
1962
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
4
Volunteers
100

Preparer

Firm
Patrick & Buzarellos LLP
Address
1900 Point West Way 102, Sacramento, CA 95815
Preparer
Catherine L Patrick
Phone
9169201604
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Supported legislative activities and followed California legislation for bills affecting the profession. Supported lobbying efforts on these bills as appropriate.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
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IRS990/MissionDesc0To advance the practice of osteopathic medicine as an independent, scientific and complete system of medicine for the restoration and preservation of good health, and to present programs of education and information that contribute to the effective, professional practice of osteopathic health care for the benefit of all members of the profession.
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IRS990/PrincipalOfficerNm0KATHLEEN S CREASON
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IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCES
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IRS990/ProgSrvcAccomActy2Grp/Desc0Published newsletter and journals to keep members informed as to the activities of the Organization's events and advancements within the profession.
IRS990/ProgSrvcAccomActy3Grp/Desc0Conducted conventions which provide a forum for the exchange of information and fulfill continuing education requirements.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Supported legislative activities and followed California legislation for bills affecting the profession. Supported lobbying efforts on these bills as appropriate.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS DUES PAYING MEMBERS AND AN ELECTED BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DUES PAYING MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO VOTE FOR NOMINATED INDIVIDUALS TO SERVE ON THE BOARD OF DIRECTORS AND APPROVE AMENDMENTS TO THE ORGANIZATIONAL BYLAWS. THE BALLOTS ARE COUNTED BY AN OUTSIDE CPA FIRM AND RESULTS ARE PROVIDED TO THE ORGANIZATION FOR THE ANNUAL MEETING HELD IN FEBRUARY OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROPOSED AMENDMENTS TO BYLAWS OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL BY VOTING MEMBERS DURING THE ANNUAL BALLOT CASTING IN FEBRUARY. AN AMENDMENT TO THE BYLAWS REQUIRE A 2/3 VOTE OF THE VOTING MEMBERSHIP REPRESENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SIGNED FORMS ARE COLLECTED AND RETAINED IN THE OFFICE PERMANENT FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE EXECUTIVE DIRECTOR'S PERFORMANCE IS EVALUATED ON ACCOMPLISHMENT OF MEMBERSHIP AND ANNUAL EVENT REGISTRATION GOALS. COMPENSATION IS BASED ON ACHIEVEMENT OF THE ANNUAL GOALS AND COMPARABLE EXECUTIVE DIRECTOR SALARIES WITH SIMILAR ANNUAL BUDGETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BYLAWS ARE MADE PUBLIC ON THE WEBSITE AND OTHER STATEMENTS MAY BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,720,200
Liabilities
$323,094
Net assets
$1,397,106
Revenue
$1,091,635
Expenses
$1,033,172
Net income
$58,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.39$0.83$1.28$1.55$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.31$1.06$1.44$1.55$0.11
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.28$1.13$1.15$1.48$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.26$1.41$0.97$1.63$0.66
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.32$2.12$1.27$0.99$0.28
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.36$1.69$1.32$1.32$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.28$1.70$1.13$1.02$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.34$1.59$1.24$1.05$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.32$1.40$1.09$1.03$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.33$1.34$1.14$1.01$0.13
2015Summary only. Only limited summary data is available for this year.$1.57$0.37$1.20$1.12$1.00$0.12
2014Summary only. Only limited summary data is available for this year.$1.34$0.25$1.09$0.98$0.87$0.10
2013Summary only. Only limited summary data is available for this year.$1.60$0.62$0.98$0.89$0.86$0.03
2012Summary only. Only limited summary data is available for this year.$1.58$0.63$0.95$0.89$0.83$0.06