Civic Intelligence

Wisconsin Society of Orthodontists

EIN 39-6076428 • 501(c)6 • Kimberly, WI

Profile

Continuing education and promotion of industry updates and standards

563 Carter Court Suite BKimberly, WI 54136

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.31x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

48th percentile

-2.2%

Faster asset growth than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$39,672

Down $878 (-2.2%) from 2017

Liabilities

Up

$12,240

Up $12,225 (+81500%) from 2017

Net Assets

Down

$27,432

Down $13,103 (-32%) from 2017

Operations
Liabilities / Revenue88th percentileNet Margin16th percentile

Revenue

Down

$40,105

Down $9,995 (-20%) from 2017

Expenses

Down

$53,208

Down $13,550 (-20%) from 2017

Net Income

Up

-$13,103

Up $3,555 (+21%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $52,483Liabilities 2011: $162Net Assets 2011: $52,3212011Assets 2012: $74,927Liabilities 2012: $14,979Net Assets 2012: $59,9482012Assets 2013: $70,129Liabilities 2013: $122Net Assets 2013: $70,0072013Assets 2014: $59,657Liabilities 2014: $163Net Assets 2014: $59,4942014Assets 2015: $62,687Liabilities 2015: $284Net Assets 2015: $62,4032015Assets 2016: $57,263Liabilities 2016: $0Net Assets 2016: $57,2632016Assets 2017: $40,550Liabilities 2017: $15Net Assets 2017: $40,5352017Assets 2018: $39,672Liabilities 2018: $12,240Net Assets 2018: $27,4322018

Highlighted filing

2018

Assets$39,672
Liabilities$12,240
Net Assets$27,432
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $31,643Expenses 2011: $21,061Net Income 2011: $10,5822011Revenue 2012: $30,746Expenses 2012: $23,619Net Income 2012: $7,1272012Revenue 2013: $60,195Expenses 2013: $50,136Net Income 2013: $10,0592013Revenue 2014: $34,336Expenses 2014: $44,849Net Income 2014: -$10,5132014Revenue 2015: $35,889Expenses 2015: $32,980Net Income 2015: $2,9092015Revenue 2016: $65,947Expenses 2016: $71,087Net Income 2016: -$5,1402016Revenue 2017: $50,100Expenses 2017: $66,758Net Income 2017: -$16,6582017Revenue 2018: $40,105Expenses 2018: $53,208Net Income 2018: -$13,1032018

Highlighted filing

2018

Revenue$40,105
Expenses$53,208
Net Income-$13,103
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$39,672
Liabilities
$12,240
Net assets
$27,432
Revenue
$40,105
Expenses
$53,208
Net income
-$13,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$39.7$12.2$27.4$40.1$53.2$13.1
2017Detailed filing. Detailed filing data is available for this year.$40.6$0.02$40.5$50.1$66.8$16.7
2016Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$65.9$71.1$5.14
2015Detailed filing. Detailed filing data is available for this year.$62.7$0.28$62.4$35.9$33.0$2.91
2014Detailed filing. Detailed filing data is available for this year.$59.7$0.16$59.5$34.3$44.8$10.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.1$0.12$70.0$60.2$50.1$10.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.9$15.0$59.9$30.7$23.6$7.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.5$0.16$52.3$31.6$21.1$10.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$40,105
Mission and Program Overview

Mission

Continuing education and promotion of industry updates and standards

Program Services

DescriptionGrantsExpenses
MEETINGS ARE HELD THROUGHOUT THE YEAR WHICH PROMOTE EDUCATIONAL PROGRAMS AND PROVIDE FOR THE INTERCHANGE OF INFORMATION AND ADVANCEMENT OF THE PROFESSION.$0$40,753
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL OSTERTAGPresident-$0--
DAVID MENTZPresident Elect-$0--
WILLIAM BIRDVice President-$0--
DOUG BARDENSecretary/Treasurer-$0--
MICHAEL MASLOWSKIPast President-$0--
TODD RASCHTrustee-$0--
TODD CONNELLTrustee-$0--
PAM HANSONTrustee-$0--
SCOTT ARBITDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Society of Orthodontists
EIN
39-6076428
Phone
9205605615
Address
563 CARTER COURT SUITE B, KIMBERLY, WI 54136

Signing Officer

Name
David Mentz
Title
President
Phone
9207220530
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
2360 DUCK CREEK PARKWAY, GREEN BAY, WI 54303-3300
Preparer
Steven W Albers CPA
Phone
9203369850
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 49.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: misc income. Amount: 50.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: travel. Amount: 19,874. Description: honorarium. Amount: 10,500. Description: fees and registration. Amount: 1,434. Description: supplies. Amount: 2,450. Description: promotion. Amount: 1,000. Description: insurance. Amount: 500. Total to form 990-ez, line 16: 35,758.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: prepaid expenses. Beg. Of year amount: 1,022. End of year amount: 1,300.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 15. End of year amount: 12,240.”

Raw XML Appendix160 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 49.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISC INCOME. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TRAVEL. AMOUNT: 19,874. DESCRIPTION: HONORARIUM. AMOUNT: 10,500. DESCRIPTION: FEES AND REGISTRATION. AMOUNT: 1,434. DESCRIPTION: SUPPLIES. AMOUNT: 2,450. DESCRIPTION: PROMOTION. AMOUNT: 1,000. DESCRIPTION: INSURANCE. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 35,758.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 15. END OF YEAR AMOUNT: 12,240.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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