Civic Intelligence

UCLA Orthodontic Alumni Association and Foundation

990EZ • Fiscal year 2017 • EIN 95-4519780

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
3236 W Anthem DrFresno, CA 93711

(559) 301-4597

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.8%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$94,797

Up $5,186 (+5.8%) from 2016

Net Assets

Up

$94,797

Up $5,186 (+5.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin87th percentile

Revenue

Down

$14,389

Down $3,803 (-21%) from 2016

Expenses

Down

$9,203

Down $14,972 (-62%) from 2016

Net Income

Up

$5,186

Up $11,169 (+187%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$94,797
Liabilities$0
Net Assets$94,797
Open 2017 Filing

Operations Trend

Revenue Growth23rd 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

2017

Revenue$14,389
Expenses$9,203
Net Income$5,186
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$14,389
Mission and Program Overview

Mission

Alumni educational and organizational meetings and awards banquets

Program Services

DescriptionGrantsExpenses
ALUMNI EDUCATIONAL AND ORGANIZATIONAL MEETINGS AND AWARDS BANQUETS-$8,866
GENERAL ADMINISTRATION-$337
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Ucla Orthodontic Alumni Association
EIN
95-4519780
Phone
5593014597
Address
3236 W ANTHEM DR, FRESNO, CA 93711

Signing Officer

Name
Dr Ryann Christensen
Title
Treasurer
Phone
9099828834
Signed
2018-11-15
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 337 state fees 10 bank charge 369 alumni day 1,340 total 2,056”

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 Appendix136 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DR RYANN CHRISTENSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05593014597
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03236 W ANTHEM DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FRESNO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093711
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089611
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094797
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014343
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt094797
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt094797
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR STEVE MIAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR CHUCK CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR AARON MOLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02056
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/ProgramServiceExpensesAmt08866
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1337
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09203
IRS990EZ/TotalProgramServiceExpensesAmt09203
IRS990EZ/TotalRevenueAmt014389
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99910
IRS990ScheduleA/PublicSupportPY170Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt076706
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017825
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076706
IRS990ScheduleA/TotalSupportAmt076777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 337 STATE FEES 10 BANK CHARGE 369 ALUMNI DAY 1,340 TOTAL 2,056
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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09099828834
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UCLA ORTHODONTIC ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND FOUNDATION
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ReturnHeader/Filer/EIN0954519780
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:15:22
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES LEE
ReturnHeader/ReturnTs02018-11-15T09:15:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$94,797
Liabilities
$0
Net assets
$94,797
Revenue
$14,389
Expenses
$9,203
Net income
$5,186
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