Civic Intelligence

Virginia Orthodontic Education & Research Foundation

990 • Fiscal year 2018 • EIN 23-7113590

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileN/A
3830 Reeds Landing CircleMidlothian, VA 23113

(804) 746-7720

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$1,443,869

Down $21,338 (-1.5%) from 2017

Net Assets

Up

$1,436,589

Up $7,320 (+0.5%) from 2017

Liabilities

Down

$7,280

Down $28,658 (-80%) from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

Down

$152,419

Down $30,454 (-17%) from 2017

Expenses

Down

$60,931

Down $33,585 (-36%) from 2017

Net Income

Up

$91,488

Up $3,131 (+3.5%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th 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 2018: $1,443,869Liabilities 2018: $7,280Net Assets 2018: $1,436,5892018Assets 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

2018

Assets$1,443,869
Liabilities$7,280
Net Assets$1,436,589
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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 2018: $152,419Expenses 2018: $60,931Net Income 2018: $91,4882018Revenue 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

2018

Revenue$152,419
Expenses$60,931
Net Income$91,488
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$325,361
Mission and Program Overview

Mission

Foster and advance education and research in orthodontics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,429,269$1,436,589▲ $7,320
Investments in Publicly Traded Securities$1,201,205$1,191,096▼ $10,109
Savings and Temporary Cash Investments$157,672$132,173▼ $25,499
Cash and Non-Interest-Bearing Accounts$106,330$120,600▲ $14,270
Total Assets$1,465,207$1,443,869▼ $21,338
Liabilities
Deferred Revenue$35,938$7,280▼ $28,658
Total Liabilities$35,938$7,280▼ $28,658
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,429,269$1,436,589▲ $7,320
Total Liabilities and Net Assets / Fund Balance$1,465,207$1,443,869▼ $21,338
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dr Thomas Luke Roberts IvPresident
Dr David L JonesDirector
Dr Jason T GladwellDirector
Dr Lisa M BabbDirector
Dr Matthew L EpprightDirector
Dr Zachary a CasagrandeDirector
Dr Steven J LindauerExec Secreta
Dr Daniel J LillSecretary
Dr Pamela F RegimbalTreasurer
Dr Diana M AlmyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$32,137
Program Service Revenue
$59,946
Investment Income
$60,336
Other Revenue
$0
All Other Contributions
$32,137
Change in Net Assets
$91,488

Audited Revenue Reconciliation

Revenue per Audited Statements
$152,419
Revenue Not Reported on Form 990
$-84,168
Total Revenue per Audited Statements
$68,251
Total Revenue per Form 990
$152,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,931
Total Fundraising Expense$297
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$27,607--$27,607
Conferences and Meetings$6,056--$6,056
All Other Expenses-$3,743$297$4,040
Other Expenses$4,000$5,898-$4,000
Fees for Services Accounting-$2,660-$2,660
Fees for Services Legal-$175-$175
Total Functional Expenses$48,158$12,476$297$60,931

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$60,931
Total Expenses per Audited Statements$60,931
Total Expenses per Form 990$60,931
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
No
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 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

Filer Name
Virginia Orthodontic Education &
EIN
23-7113590
Address
3830 REEDS LANDING CIRCLE, MIDLOTHIAN, VA 23113

Signing Officer

Name
Dr Pamela F Regimbal
Title
Treasurer
Phone
8047467720
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Thomas Luke Roberts Iv
Formed
1970
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
George G Crowell CPA
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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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,443,869
Liabilities
$7,280
Net assets
$1,436,589
Revenue
$152,419
Expenses
$60,931
Net income
$91,488
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
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.01$1.44$0.15$0.06$0.09
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