Civic Intelligence

UCLA Orthodontic Alumni Association and Foundation

990EZ • Fiscal year 2020 • EIN 95-4519780

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

4.7%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$27,254

Up $1,226 (+4.7%) from 2019

Net Assets

Up

$27,254

Up $1,226 (+4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Up

$2,678

Up $309 (+13%) from 2019

Expenses

Down

$1,452

Down $7,944 (-85%) from 2019

Net Income

Up

$1,226

Up $8,253 (+117%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$27,254
Liabilities$0
Net Assets$27,254
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$2,678
Expenses$1,452
Net Income$1,226
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$2,678
Mission and Program Overview

Mission

Alumni educational and organizational meetings and awards banquets

Program Services

DescriptionGrantsExpenses
GENERAL ADMINISTRATION-$1,270
ALUMNI EDUCATIONAL AND ORGANIZATIONAL MEETINGS AND AWARDS BANQUETS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL HOANGPresident-$0--
CHIRAG CHAWANPast Preside-$0--
LUCA SFOGLIANOVice Preside-$0--
RYANN CHRISTENSENTreasurer-$0--
NEAL MURPHYSecretary-$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
Ryann Christensen
Title
Treasurer
Phone
5593014597
Signed
2021-11-08
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 1,270 bank charge 182 total 1,452”

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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MICHAEL HOANG
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHIRAG CHAWAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2LUCA SFOGLIANO
CompensationExplanation/CompensationExplanationGrp/PersonNm3RYANN CHRISTENSEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4NEAL MURPHY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RYANN 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/BOYAmt026028
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027254
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02675
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01226
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026028
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027254
IRS990EZ/GrossReceiptsAmt02678
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026028
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027254
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026028
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027254
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL HOANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHIRAG CHAWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUCA SFOGLIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYANN CHRISTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NEAL MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01452
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/ProgramServiceExpensesAmt01270
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01452
IRS990EZ/TotalProgramServiceExpensesAmt01270
IRS990EZ/TotalRevenueAmt02678
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt045689
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0121
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt045689
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018145
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt045689
IRS990ScheduleA/TotalSupportAmt045689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,270 BANK CHARGE 182 TOTAL 1,452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL ADMINISTRATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYANN CHRISTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05593014597
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UCLA ORTHODONTIC ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UCLA
ReturnHeader/Filer/EIN0954519780
ReturnHeader/Filer/PhoneNum05593014597
ReturnHeader/Filer/USAddress/AddressLine1Txt03236 W ANTHEM DR
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093711
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/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES LEE
ReturnHeader/ReturnTs02021-11-08T15:41:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHRISTENSEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,254
Liabilities
$0
Net assets
$27,254
Revenue
$2,678
Expenses
$1,452
Net income
$1,226
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