Civic Intelligence

UCLA Orthodontic Alumni Association and Foundation

990EZ • Fiscal year 2016 • EIN 95-4519780

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-6.3%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

76%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$89,611

Down $5,983 (-6.3%) from 2015

Net Assets

Down

$89,611

Down $5,983 (-6.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

Up

$18,192

Up $7,879 (+76%) from 2015

Expenses

Up

$24,175

Up $4,675 (+24%) from 2015

Net Income

Up

-$5,983

Up $3,204 (+35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2016

Assets$89,611
Liabilities$0
Net Assets$89,611
Open 2016 Filing

Operations Trend

Revenue Growth90th 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

2016

Revenue$18,192
Expenses$24,175
Net Income-$5,983
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$18,192
Mission and Program Overview

Mission

Alumni educational and organizational meetings and awards banquets

Program Services

DescriptionGrantsExpenses
ALUMNI EDUCATIONAL AND ORGANIZATIONAL MEETINGS AND AWARDS BANQUETS$3,641$23,885
GENERAL ADMINISTRATION-$290
Compensation and Service Providers
Top Officer Pay75th 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
Dr Steve Miao
Title
Treasurer
Phone
9099828834
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Charles K Lee & Company CPA Inc
Address
28432 CONSTELLATION RD, VALENCIA, CA 91355-5081
Preparer
Charles Lee
Phone
6617755923
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 290 accounting 1,225 state fees 10 bank charge 344 alumni day 10,198 total 12,067”

Form 990-ez, Part II, Line 24

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

Form 990-ez, Part III, Line 31

“GENERAL ADMINISTRATION”

Raw XML Appendix132 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/BenefitsPaidToOrForMembersAmt08467
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/BOYAmt095594
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018145
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5983
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095594
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089611
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03641
IRS990EZ/GrossReceiptsAmt018192
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095594
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095594
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
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/OtherExpensesTotalAmt012067
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/DescriptionProgramSrvcAccomTxt1GENERAL ADMINISTRATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03641
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023885
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1290
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024175
IRS990EZ/TotalProgramServiceExpensesAmt024175
IRS990EZ/TotalRevenueAmt018192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt085113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt047
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99920
IRS990ScheduleA/PublicSupportPY170Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt085113
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt085113
IRS990ScheduleA/TotalSupportAmt085184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 290 ACCOUNTING 1,225 STATE FEES 10 BANK CHARGE 344 ALUMNI DAY 10,198 TOTAL 12,067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTANGIBLE ASSETS 2,844 2,844 LESS ACCUMULATED AMORTIZATION 2,844 2,844 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GENERAL ADMINISTRATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR STEVE MIAO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09099828834
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId000379D7D1883B48A80E34858FCBA925AD1EBA4E4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId000379D7D1883B48A80E34858FCBA925AD1EBA4E4
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464535987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHARLES K LEE & COMPANY CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028432 CONSTELLATION RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALENCIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913555081
ReturnHeader/PreparerPersonGrp/PhoneNum06617755923
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES LEE
ReturnHeader/ReturnTs02017-11-14T09:59:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,611
Liabilities
$0
Net assets
$89,611
Revenue
$18,192
Expenses
$24,175
Net income
-$5,983
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