Civic Intelligence

Pacific Coast Oto-Ophthalmological

990EZ • Fiscal year 2017 • EIN 95-6059535

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 12, 2017

1681 17th AvenueSan Francisco, CA 94122

(415) 269-0089

Siviq Scores

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

Liabilities / Assets

77th percentile

0.15x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

0.66x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

2.5%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$309,783

Up $7,578 (+2.5%) from 2016

Net Assets

Up

$264,783

Up $7,578 (+2.9%) from 2016

Liabilities

Flat

$45,000

Flat from 2016

Revenue

Down

$68,154

Down $34,705 (-34%) from 2016

Expenses

Down

$60,576

Down $29,947 (-33%) from 2016

Net Income

Down

$7,578

Down $4,758 (-39%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $135,729Liabilities 2011: $58,8382011Assets 2012: $132,396Liabilities 2012: $30,624Net Assets 2012: $101,7722012Assets 2014: $232,040Liabilities 2014: $30,0002014Assets 2015: $289,869Liabilities 2015: $45,000Net Assets 2015: $244,8692015Assets 2016: $302,205Liabilities 2016: $45,000Net Assets 2016: $257,2052016Assets 2017: $309,783Liabilities 2017: $45,000Net Assets 2017: $264,7832017Assets 2018: $394,980Liabilities 2018: $113,1322018Assets 2019: $423,925Liabilities 2019: $70,000Net Assets 2019: $353,9252019Assets 2020: $422,127Liabilities 2020: $70,000Net Assets 2020: $352,1272020Assets 2021: $399,726Liabilities 2021: $70,000Net Assets 2021: $329,7262021Assets 2022: $413,417Liabilities 2022: $70,000Net Assets 2022: $343,4172022Assets 2023: $372,755Liabilities 2023: $70,000Net Assets 2023: $302,7552023Assets 2024: $423,312Liabilities 2024: $25,000Net Assets 2024: $398,3122024

Highlighted filing

2017

Assets$309,783
Liabilities$45,000
Net Assets$264,783

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $62,874Expenses 2011: $35,927Net Income 2011: $26,9472011Revenue 2012: $60,505Expenses 2012: $35,624Net Income 2012: $24,8812012Revenue 2014: $39,693Expenses 2014: $36,890Net Income 2014: $2,8032014Revenue 2015: $66,936Expenses 2015: $58,737Net Income 2015: $8,1992015Revenue 2016: $102,859Expenses 2016: $90,523Net Income 2016: $12,3362016Revenue 2017: $68,154Expenses 2017: $60,576Net Income 2017: $7,5782017Revenue 2018: $58,153Expenses 2018: $41,088Net Income 2018: $17,0652018Revenue 2019: $85,204Expenses 2019: $56,259Net Income 2019: $28,9452019Revenue 2020: $21,414Expenses 2020: $23,212Net Income 2020: -$1,7982020Revenue 2021: $1,818Expenses 2021: $24,219Net Income 2021: -$22,4012021Revenue 2022: $66,155Expenses 2022: $52,464Net Income 2022: $13,6912022Revenue 2023: $98,375Expenses 2023: $69,037Net Income 2023: $29,3382023Revenue 2024: $123,720Expenses 2024: $125,755Net Income 2024: -$2,0352024

Highlighted filing

2017

Revenue$68,154
Expenses$60,576
Net Income$7,578
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$68,154
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
PCCOS MAINTAINS THE ACCREDITATIONS STANDARDS A STATUS DELIVERED BY THE AMERICAN COUNCIL FOR THE CONTINUING MEDICAL EDUCATIONS ACCMED FOR THE DELIVERY OF REQUIRED CREDITS-$60,576
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIELS KOKOTPresident-$0--
JOHN SAMPLESSecretary-$0--
CHRIS FLAXELVice President-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Coast Oto-ophthalmological
EIN
95-6059535
Address
1681 17TH AVENUE, San Francisco, CA 94122

Signing Officer

Name
Thelma De Souza
Title
Secretary
Phone
4152690085
Signed
2017-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Btb Tax & Busines Services
Address
2312 32nd Avenue, San Francisco, CA 94116
Preparer
Millie Yang
Phone
4159564757
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountGUEST MEALS 1,120

Description of other expenses Part I line 16

Description AmountACCME PASS ALONG FEE 600PHONE SERVICE AND CALLS 755MEETING PLANNER CONSULTING FEE 20,000OFFICE SUPPLY 228WEB FEES AND INTERNET FEE 175CME CERTIFICATES BADGES 450WEB DESIGN GILDE 150MEETING SITE INSPECTION 529SYLLABUS PRINT EVAL FORMS PROG UCS 209CATERING 16,933MAILING POSTAGE 132IMQ ANNUAL ACCREDITATION FEE 725TRAVEL - SPEAKER ANDREW BLITZER MD 2,654TRAVEL - SPEAKER ANDREW LEE MD 2,448TRAVEL - SPEAKER RAUL CRUZ MD 1,988TRAVEL - SPEAKER GREG FARWELL MD 2,079TRAVEL - SPEAKER MRYTHUNJAYA 1,971TRAVEL - SPEAKER SARWAT SALIM 2,030CLOCKS GOH DRS BLITZER AND LEE 187IMQ RE-ACCREDITATION SURVEY FEE 2,000TRAVEL - STAFF THELMA 2,072TRAVEL - STAFF MERCEDES 1,188TRAVEL - STAFF SHIRLEY 563STATE TAX 10

Description of total liabilities Part II line 26

Category Beginning of Year End of YearACCOUNTS PAYABLE AND ACCRUED E 45,000 45,000

Raw XML Appendix140 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/BooksInCareOfDetail/PersonNm0THELMA DE SOUZA
IRS990EZ/BooksInCareOfDetail/PhoneNum04152690089
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01681 17TH AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0302205
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0309783
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023995
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07578
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0302205
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0309783
IRS990EZ/GrossReceiptsAmt068154
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt057
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06401
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0257205
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0264783
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0257205
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0264783
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NIELS KOKOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SAMPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS FLAXEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt060076
IRS990EZ/OtherRevenueTotalAmt01120
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt036581
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PCCOS MAINTAINS THE ACCREDITATIONS STANDARDS A STATUS DELIVERED BY THE AMERICAN COUNCIL FOR THE CONTINUING MEDICAL EDUCATIONS ACCMED FOR THE DELIVERY OF REQUIRED CREDITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060576
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt045000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt045000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060576
IRS990EZ/TotalProgramServiceExpensesAmt060576
IRS990EZ/TotalRevenueAmt068154
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0157894
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt057
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0139
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0540
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99660
IRS990ScheduleA/PublicSupportTotal170Amt0157894
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027449
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0157894
IRS990ScheduleA/TotalSupportAmt0158434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGUEST MEALS 1,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountACCME PASS ALONG FEE 600PHONE SERVICE AND CALLS 755MEETING PLANNER CONSULTING FEE 20,000OFFICE SUPPLY 228WEB FEES AND INTERNET FEE 175CME CERTIFICATES BADGES 450WEB DESIGN GILDE 150MEETING SITE INSPECTION 529SYLLABUS PRINT EVAL FORMS PROG UCS 209CATERING 16,933MAILING POSTAGE 132IMQ ANNUAL ACCREDITATION FEE 725TRAVEL - SPEAKER ANDREW BLITZER MD 2,654TRAVEL - SPEAKER ANDREW LEE MD 2,448TRAVEL - SPEAKER RAUL CRUZ MD 1,988TRAVEL - SPEAKER GREG FARWELL MD 2,079TRAVEL - SPEAKER MRYTHUNJAYA 1,971TRAVEL - SPEAKER SARWAT SALIM 2,030CLOCKS GOH DRS BLITZER AND LEE 187IMQ RE-ACCREDITATION SURVEY FEE 2,000TRAVEL - STAFF THELMA 2,072TRAVEL - STAFF MERCEDES 1,188TRAVEL - STAFF SHIRLEY 563STATE TAX 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS PAYABLE AND ACCRUED E 45,000 45,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THELMA DE SOUZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04152690085
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC COAST OTO-OPHTHALMOLOGICAL
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0956059535
ReturnHeader/Filer/USAddress/AddressLine1Txt01681 17TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094122
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09459682018012px0zxl4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0157.131.160.205
ReturnHeader/FilingSecurityInformation/IPDt02018-01-12
ReturnHeader/FilingSecurityInformation/IPTm019:08:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810965121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BTB TAX & BUSINES SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02312 32nd Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094116
ReturnHeader/PreparerPersonGrp/PhoneNum04159564757
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Millie Yang
ReturnHeader/ReturnTs02018-01-12T19:06:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.25$3.98$1.24$1.26$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.70$3.03$0.98$0.69$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.70$3.43$0.66$0.52$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.70$3.30$0.02$0.24$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.70$3.52$0.21$0.23$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.70$3.54$0.85$0.56$0.29
2018Summary only. Only limited summary data is available for this year.$3.95$1.13$0.58$0.41$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.10$0.45$2.65$0.68$0.61$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.45$2.57$1.03$0.91$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.45$2.45$0.67$0.59$0.08
2014Summary only. Only limited summary data is available for this year.$2.32$0.30$0.40$0.37$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.31$1.02$0.61$0.36$0.25
2011Summary only. Only limited summary data is available for this year.$1.36$0.59$0.63$0.36$0.27