Civic Intelligence

Virginia Orthodontic Education & Research Foundation

990 • Fiscal year 2013 • EIN 23-7113590

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileN/A
3830 Reeds Landing Circle23113

(804) 746-7720

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

67th percentile

0.27x

Higher debt load relative to revenue than 67% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,239,515

Up $67,699 (+5.8%) from 2012

Net Assets

Up

$1,202,165

Up $64,099 (+5.6%) from 2012

Liabilities

Up

$37,350

Up $3,600 (+11%) from 2012

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin85th percentile

Revenue

$138,203

No earlier filing loaded for comparison.

Expenses

Down

$92,098

Down $5,844 (-6.0%) from 2012

Net Income

$46,105

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,064,446Liabilities 2010: $26,600Net Assets 2010: $1,037,8462010Assets 2011: $1,051,719Liabilities 2011: $34,300Net Assets 2011: $1,017,4192011Assets 2012: $1,171,816Liabilities 2012: $33,750Net Assets 2012: $1,138,0662012Assets 2013: $1,239,515Liabilities 2013: $37,350Net Assets 2013: $1,202,1652013Assets 2015: $1,260,391Liabilities 2015: $29,112Net Assets 2015: $1,231,2792015Assets 2016: $1,341,281Liabilities 2016: $29,803Net Assets 2016: $1,311,4782016Assets 2017: $1,465,207Liabilities 2017: $35,938Net Assets 2017: $1,429,2692017Assets 2019: $1,642,747Liabilities 2019: $34,488Net Assets 2019: $1,608,2592019Assets 2020: $1,790,988Liabilities 2020: $12,237Net Assets 2020: $1,778,7512020Assets 2021: $1,850,222Liabilities 2021: $27,755Net Assets 2021: $1,822,4672021Assets 2024: $1,973,273Liabilities 2024: $0Net Assets 2024: $1,973,2732024

Highlighted filing

2013

Assets$1,239,515
Liabilities$37,350
Net Assets$1,202,165
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Expenses 2010: $89,2162010Expenses 2011: $119,6862011Expenses 2012: $97,9422012Revenue 2013: $138,203Expenses 2013: $92,098Net Income 2013: $46,1052013Revenue 2015: $135,243Expenses 2015: $109,175Net Income 2015: $26,0682015Revenue 2016: $181,722Expenses 2016: $115,076Net Income 2016: $66,6462016Revenue 2017: $182,873Expenses 2017: $94,516Net Income 2017: $88,3572017Revenue 2019: $173,545Expenses 2019: $104,930Net Income 2019: $68,6152019Revenue 2020: $136,660Expenses 2020: $50,715Net Income 2020: $85,9452020Revenue 2021: $165,267Expenses 2021: $124,333Net Income 2021: $40,9342021Revenue 2024: $190,733Expenses 2024: $118,290Net Income 2024: $72,4432024

Highlighted filing

2013

Revenue$138,203
Expenses$92,098
Net Income$46,105
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$323,797
Mission and Program Overview

Mission

Foster and advance education and research in orthodontics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,138,066$1,202,165▲ $64,099
Investments in Publicly Traded Securities$934,071$1,038,207▲ $104,136
Savings and Temporary Cash Investments$193,736$137,386▼ $56,350
Cash and Non-Interest-Bearing Accounts$44,009$63,922▲ $19,913
Total Assets$1,171,816$1,239,515▲ $67,699
Liabilities
Deferred Revenue$33,750$37,350▲ $3,600
Total Liabilities$33,750$37,350▲ $3,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,138,066$1,202,165▲ $64,099
Total Liabilities and Net Assets / Fund Balance$1,171,816$1,239,515▲ $67,699
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Dr Allison Smith PurcellPresident
Dr David R HugesDirector
Dr Erin L MccutchenDirector
Dr Thomas Luke Roberts IvDirector
Dr Zachary a CasagrandeDirector
Drjoe RebellatoDirector
Dr Steven J LindauerExec Secreta
Dr Elizabeth W MeiSecretary
Dr Pamela F RegimbalTreasurer
Dr Frank P Iuorno JrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$19,000
Program Service Revenue
$81,489
Investment Income
$37,714
Other Revenue
$0
All Other Contributions
$19,000
Change in Net Assets
$46,105

Audited Revenue Reconciliation

Revenue per Audited Statements
$138,203
Revenue Not Reported on Form 990
$17,994
Total Revenue per Audited Statements
$156,197
Total Revenue per Form 990
$138,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,098
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$41,385--$41,385
Travel$22,360--$22,360
Other Expenses$3,910$4,542-$3,910
Fees for Services Legal-$2,129-$2,129
Fees for Services Accounting-$1,370-$1,370
All Other Expenses-$42-$42
Total Functional Expenses$84,015$8,083$0$92,098

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$92,098
Total Expenses per Audited Statements$92,098
Total Expenses per Form 990$92,098
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“The organization has changed its name from the medical college of virginia orthodontic education & research foundation to the virginia orthodontic education & research foundation. The purpose of the name change was to make clear that the organization is not a part of, or affiliated with, the medical college of virginia. There have been no other changes to the organizations operations, by laws or program services.”

Form 990, Page 6, Part VI, Line 11B

“An electronic copy of form 990 is provided to the treasurer prior to filing and is discussed by the full board.”

Form 990, Page 6, Part VI, Line 15A

“Organization has no paid employees.”

Form 990, Page 6, Part VI, Line 15B

“Organization has no paid employees.”

Form 990, Page 6, Part VI, Line 19

“All documents are available for review upon request during regular business hours. In addition, all documents are available to the general public for review at www.guidestar.org.”

Filing and Contact Details

Filer

EIN
23-7113590

Signing Officer

Name
Dr Pamela Regimbal
Title
Treasurer
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Pamela Regimbal
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Tim R Harris
Phone
8045600560
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE TREASURER PRIOR TO FILING AND IS DISCUSSED BY THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION HAS NO PAID EMPLOYEES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST DURING REGULAR BUSINESS HOURS. IN ADDITION, ALL DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW AT WWW.GUIDESTAR.ORG.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,239,515
Liabilities
$37,350
Net assets
$1,202,165
Revenue
$138,203
Expenses
$92,098
Net income
$46,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.00$1.97$0.19$0.12$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.03$1.82$0.17$0.12$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.01$1.78$0.14$0.05$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.03$1.61$0.17$0.10$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.04$1.43$0.18$0.09$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.03$1.31$0.18$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$0.14$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.20$0.14$0.09$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.03$1.14$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.03$1.02$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.03$1.04$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits