Civic Intelligence

UCLA Orthodontic Alumni Association and Foundation

990EZ • Fiscal year 2014 • EIN 95-4519780

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 30, 2015

Organization ProfileN/A
795 N Mountain AveUpland, CA 91786

(909) 982-8834

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

-6.1%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$104,781

Down $3,487 (-3.2%) from 2013

Net Assets

Down

$104,781

Down $3,487 (-3.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Down

$16,203

Down $1,052 (-6.1%) from 2013

Expenses

Down

$19,691

Down $2,544 (-11%) from 2013

Net Income

Up

-$3,488

Up $1,492 (+30%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$150K$100K$50K$0Assets 2010: $109,512Liabilities 2010: $02010Assets 2011: $114,728Net Assets 2011: $114,7282011Assets 2012: $113,248Net Assets 2012: $113,2482012Assets 2013: $108,268Liabilities 2013: $0Net Assets 2013: $108,2682013Assets 2014: $104,781Liabilities 2014: $0Net Assets 2014: $104,7812014Assets 2015: $95,594Liabilities 2015: $0Net Assets 2015: $95,5942015Assets 2016: $89,611Liabilities 2016: $0Net Assets 2016: $89,6112016Assets 2017: $94,797Liabilities 2017: $0Net Assets 2017: $94,7972017Assets 2018: $100,206Liabilities 2018: $0Net Assets 2018: $100,2062018Assets 2019: $26,028Liabilities 2019: $0Net Assets 2019: $26,0282019Assets 2020: $27,254Liabilities 2020: $0Net Assets 2020: $27,2542020Assets 2021: $27,256Liabilities 2021: $0Net Assets 2021: $27,2562021Assets 2022: $23,764Liabilities 2022: $0Net Assets 2022: $23,7642022

Highlighted filing

2014

Assets$104,781
Liabilities$0
Net Assets$104,781
Open 2014 Filing

Operations Trend

Revenue Growth37th percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $19,944Expenses 2010: $14,194Net Income 2010: $5,7502010Revenue 2011: $23,396Expenses 2011: $18,180Net Income 2011: $5,2162011Revenue 2012: $19,098Expenses 2012: $20,578Net Income 2012: -$1,4802012Revenue 2013: $17,255Expenses 2013: $22,235Net Income 2013: -$4,9802013Revenue 2014: $16,203Expenses 2014: $19,691Net Income 2014: -$3,4882014Revenue 2015: $10,313Expenses 2015: $19,500Net Income 2015: -$9,1872015Revenue 2016: $18,192Expenses 2016: $24,175Net Income 2016: -$5,9832016Revenue 2017: $14,389Expenses 2017: $9,203Net Income 2017: $5,1862017Revenue 2018: $8,229Expenses 2018: $2,820Net Income 2018: $5,4092018Revenue 2019: $2,369Expenses 2019: $9,396Net Income 2019: -$7,0272019Revenue 2020: $2,678Expenses 2020: $1,452Net Income 2020: $1,2262020Revenue 2021: $102Expenses 2021: $100Net Income 2021: $22021Revenue 2022: $4Expenses 2022: $3,496Net Income 2022: -$3,4922022

Highlighted filing

2014

Revenue$16,203
Expenses$19,691
Net Income-$3,488
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 30, 2015
Return Version
2014v5.0
Gross Receipts
$16,203
Mission and Program Overview

Mission

Alumni educational and organizational meetings and awards banquets

Program Services

DescriptionGrantsExpenses
ALUMNI EDUCATIONAL AND ORGANIZATIONAL MEETINGS AND AWARDS BANQUETS-$9,686
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR STEVE MIAOTreasurer-$0--
DR KRISENA BORENSTEINPresident-$0--
DR AARON MOLENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ucla Orthodontic Alumni Association
EIN
95-4519780
Phone
9099828834
Address
795 N MOUNTAIN AVE, UPLAND, CA 91786

Signing Officer

Name
Steve Miao
Title
Treasurer
Phone
9099828834
Signed
2015-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Charles K Lee & Company CPA Inc
Address
25115 AVENUE STANFORD STE 318, VALENCIA, CA 91355
Preparer
Charles Lee
Phone
6617755923
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 468 state fees 11 bank charge 241 alumni day 9,820 total 10,540”

Form 990-ez, Part II, Line 24

“Intangible assets 2,844 2,844 less accumulated amortization 2,844 2,844 total 0 0”

Raw XML Appendix124 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01787
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE MIAO
IRS990EZ/BooksInCareOfDetail/PhoneNum09099828834
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0795 N MOUNTAIN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UPLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091786
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108269
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104781
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016132
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3488
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0108269
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0104781
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07364
IRS990EZ/GrossReceiptsAmt016203
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt071
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0108269
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104781
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0108269
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104781
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR STEVE MIAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR KRISENA BORENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR AARON MOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010540
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ALUMNI EDUCATIONAL AND ORGANIZATIONAL MEETINGS AND AWARDS BANQUETS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALUMNI EDUCATIONAL AND ORGANIZATIONAL MEETINGS AND AWARDS BANQUETS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09686
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019691
IRS990EZ/TotalProgramServiceExpensesAmt09686
IRS990EZ/TotalRevenueAmt016203
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0108708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt071
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt071
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0108708
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt027401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0108708
IRS990ScheduleA/TotalSupportAmt0108779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 468 STATE FEES 11 BANK CHARGE 241 ALUMNI DAY 9,820 TOTAL 10,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTANGIBLE ASSETS 2,844 2,844 LESS ACCUMULATED AMORTIZATION 2,844 2,844 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE MIAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09099828834
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UCLA ORTHODONTIC ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UCLA
ReturnHeader/Filer/EIN0954519780
ReturnHeader/Filer/PhoneNum09099828834
ReturnHeader/Filer/USAddress/AddressLine1Txt0795 N MOUNTAIN AVE
ReturnHeader/Filer/USAddress/CityNm0UPLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091786
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464535987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES K LEE & COMPANY CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025115 AVENUE STANFORD STE 318
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALENCIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06617755923
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES LEE
ReturnHeader/ReturnTs02015-08-01T12:16:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,781
Liabilities
$0
Net assets
$104,781
Revenue
$16,203
Expenses
$19,691
Net income
-$3,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.03$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.03$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.14$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.18$0.24$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$0.20$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.16$0.20$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.17$0.22$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.13$0.19$0.21$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$1.15$0.23$0.18$0.05
2010Summary only. Only limited summary data is available for this year.$1.10$0.00$0.20$0.14$0.06