Civic Intelligence

Orthodontic Education & Research Foundation

EIN 43-6043226 • 501(c)3 • St Louis, MO

Profile

To provide for the advancement, promotion, and encouragement of education and research in orthodontics and associated fields of dentistry.

3320 Rutger StSt Louis, MO 63104

www.oerfstl.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,198,030

Up $144,413 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,198,030

Up $144,413 (+14%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin69th percentile

Revenue

Down

$222,816

Down $375,161 (-63%) from 2023

Expenses

Down

$185,809

Down $24,618 (-12%) from 2023

Net Income

Down

$37,007

Down $350,543 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $421,072Liabilities 2010: $0Net Assets 2010: $421,0722010Assets 2011: $375,687Liabilities 2011: $0Net Assets 2011: $375,6872011Assets 2012: $438,115Liabilities 2012: $0Net Assets 2012: $438,1152012Assets 2013: $493,941Liabilities 2013: $0Net Assets 2013: $493,9412013Assets 2014: $493,379Liabilities 2014: $0Net Assets 2014: $493,3792014Assets 2015: $450,875Liabilities 2015: $0Net Assets 2015: $450,8752015Assets 2016: $511,336Liabilities 2016: $0Net Assets 2016: $511,3362016Assets 2017: $548,561Liabilities 2017: $0Net Assets 2017: $548,5612017Assets 2018: $523,022Liabilities 2018: $0Net Assets 2018: $523,0222018Assets 2019: $581,918Liabilities 2019: $0Net Assets 2019: $581,9182019Assets 2020: $666,157Liabilities 2020: $0Net Assets 2020: $666,1572020Assets 2021: $757,291Liabilities 2021: $0Net Assets 2021: $757,2912021Assets 2022: $540,327Liabilities 2022: $0Net Assets 2022: $540,3272022Assets 2023: $1,053,617Liabilities 2023: $0Net Assets 2023: $1,053,6172023Assets 2024: $1,198,030Liabilities 2024: $0Net Assets 2024: $1,198,0302024

Highlighted filing

2024

Assets$1,198,030
Liabilities$0
Net Assets$1,198,030
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $119,3202010Expenses 2011: $184,5222011Expenses 2012: $125,5092012Revenue 2013: $121,754Expenses 2013: $157,080Net Income 2013: -$35,3262013Revenue 2014: $215,055Expenses 2014: $149,006Net Income 2014: $66,0492014Revenue 2015: $134,632Expenses 2015: $158,149Net Income 2015: -$23,5172015Revenue 2016: $207,798Expenses 2016: $144,940Net Income 2016: $62,8582016Revenue 2017: $159,229Expenses 2017: $162,743Net Income 2017: -$3,5142017Revenue 2018: $200,340Expenses 2018: $155,055Net Income 2018: $45,2852018Revenue 2019: $172,808Expenses 2019: $181,387Net Income 2019: -$8,5792019Revenue 2020: $152,859Expenses 2020: $142,236Net Income 2020: $10,6232020Revenue 2021: $138,152Expenses 2021: $123,003Net Income 2021: $15,1492021Revenue 2022: $139,930Expenses 2022: $171,204Net Income 2022: -$31,2742022Revenue 2023: $597,977Expenses 2023: $210,427Net Income 2023: $387,5502023Revenue 2024: $222,816Expenses 2024: $185,809Net Income 2024: $37,0072024

Highlighted filing

2024

Revenue$222,816
Expenses$185,809
Net Income$37,007
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,198,030
Liabilities
$0
Net assets
$1,198,030
Revenue
$222,816
Expenses
$185,809
Net income
$37,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.22$0.19$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.60$0.21$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.14$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.14$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.17$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.20$0.16$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.16$0.16$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.21$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.13$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.22$0.15$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.12$0.16$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$747,167
Mission and Program Overview

Mission

To provide for the advancement , promotion and encouragement of education and research inorthodontics and associated fields of dentistry.

To provide for the advancement, promotion, and encouragement of education and research in orthodontics and associated fields of dentistry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,053,617$1,198,030▲ $144,413
Investments in Publicly Traded Securities$598,707$688,812▲ $90,105
Savings and Temporary Cash Investments$426,328$438,504▲ $12,176
Cash and Non-Interest-Bearing Accounts$28,582$70,714▲ $42,132
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,053,617$1,198,030▲ $144,413
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,053,617$1,198,030▲ $144,413
Total Liabilities and Net Assets / Fund Balance$1,053,617$1,198,030▲ $144,413
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dr Andrew HayesPresident
Dr J Wesley FlemingPresident Elect
Dr Graham JonesVice President
DR CHRISTOPHER A O'ROURKEBoard Member
Dr Bradley SimisterBoard Member
Dr Brian WardBoard Member
Dr Bryn CooperBoard Member
Dr Courtland DrakeBoard Member
Dr Evan PerkinsBoard Member
Dr Patrick F FoleyBoard Member
Dr Samuel I GentryBoard Member
Dr Kenneth B RowanDirector of Finance
Dr Kevin WaldeExecutive Director
Dr Heidi M ButtsSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$73,750
Program Service Revenue
$103,513
Investment Income
$45,553
Other Revenue
$0
All Other Contributions
$73,750
Change in Net Assets
$37,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,831
Salaries, Compensation, and Employee Benefits$49,878
Grants and Similar Amounts Paid$26,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$82,078--$82,078
Other Salaries and Wages$14,000$32,667-$46,667
Grants to Domestic Orgs$26,100--$26,100
Fees for Services Accounting-$6,176-$6,176
Advertising$5,161--$5,161
Fees for Services Other$4,782$73-$4,855
Payroll Taxes$963$2,248-$3,211
Fees for Service Investment Mgmnt Fees-$3,127-$3,127
Information Technology$2,500--$2,500
Other Expenses$2,081--$2,081
Office Expenses-$2,056-$2,056
Travel$1,797--$1,797
Total Functional Expenses$139,462$46,347$0$185,809
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Control over management activities has been delegated to jodi dudek, executive secretary who handles most administrative duties and record keeping.”

Form 990, Part VI, Section A, Line 7B

“Decisions of the governing body are subject to approval by members using approval of minutes.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by co-director of finance, dr. Kenneth rowan, before filing.”

Form 990, Part VI, Section B, Line 12C

“The organization maintains a policy on conflict of interest that states that all board members will sign the statement on an annual basis and update it when a change in status occurs that would lead one of the individuals serving as fiduciary of the orthodontic education and research foundation to believe that they might have a conflict of interest or a change of status in this regard.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at its main office at 3320 Rutger St., St. Louis MO 63104.”

Filing and Contact Details

Filer

Filer Name
Orthodontic Education & Research
EIN
43-6043226
Phone
3149778366
Address
3320 RUTGER ST, ST LOUIS, MO 63104

Signing Officer

Name
Dr Kevin Walde
Title
Executive Director
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Kevin Walde
Formed
1958
Legal Domicile
Mo
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
14

Preparer

Firm
Hoelscher & Bruns LLC
Address
1210 Jefferson St, Washington, MO 63090
Preparer
Sean P Brune CPA
Phone
6362395005
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR OF FINANCE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONTROL OVER MANAGEMENT ACTIVITIES HAS BEEN DELEGATED TO JODI DUDEK, EXECUTIVE SECRETARY WHO HANDLES MOST ADMINISTRATIVE DUTIES AND RECORD KEEPING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS USING APPROVAL OF MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY CO-DIRECTOR OF FINANCE, DR. KENNETH ROWAN, BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAINTAINS A POLICY ON CONFLICT OF INTEREST THAT STATES THAT ALL BOARD MEMBERS WILL SIGN THE STATEMENT ON AN ANNUAL BASIS AND UPDATE IT WHEN A CHANGE IN STATUS OCCURS THAT WOULD LEAD ONE OF THE INDIVIDUALS SERVING AS FIDUCIARY OF THE ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION TO BELIEVE THAT THEY MIGHT HAVE A CONFLICT OF INTEREST OR A CHANGE OF STATUS IN THIS REGARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at its main office at 3320 Rutger St., St. Louis MO 63104.

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