Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
North Carolina Association Of
EIN 56-0985164 • 501(c)6 • Raleigh, NC
Profile
To educate, inform and provide leadership for members and to promote the delivery of quality orthodontic treatment to the residents of north carolina.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
Balance Sheet
Assets
Up$168,845
Up $6,427 (+4.0%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$168,845
Up $6,427 (+4.0%) from 2024
Revenue
Down$61,965
Down $11,990 (-16%) from 2024
Expenses
Up$55,538
Up $20,339 (+58%) from 2024
Net Income
Down$6,427
Down $32,329 (-83%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $168,845
- Liabilities
- -
- Net assets
- $168,845
- Revenue
- $61,965
- Expenses
- $55,538
- Net income
- $6,427
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2024 to Mar 31, 2025
- Signed
- Jul 3, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $61,965
Mission and Program Overview
Mission
To educate, inform and provide leadership for members and to promote the delivery of quality orthodontic treatment to the residents of north carolina.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED EDUCATIONAL PROGRAMS TO ORTHODONTISTS TO IMPROVE CLINICAL CARE AND PATIENT MANAGEMENT. | - | - |
| PROVIDED SUPPORT FOR ORTHODONTIC STUDENTS AS WELL AS FOR CHARITABLE FOUNDATIONS. | - | - |
| PROVIDED OPPORTUNITIES FOR INCREASED CAMARADERIE AND COMMUNICATION AMONG ORTHODONTIC PRACTITIONERS. | - | - |
| THE AAO FOUNDATION (AAOF), THE CHARITABLE ARM OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS, PROVIDES SUPPORT TO ORTHODONTIC EDUCATION PROGRAMS AND ORTHODONTIC RESEARCH. THE MISSION OF THE AAOF IS TO ADVANCE THE ORTHODONTIC SPECIALTY BY SUPPORTING QUALITY EDUCATION AND RESEARCH THAT LEADS TO EXCELLENCE IN PATIENT CARE, AND BY PROMOTING ORTHODONTIC CHARITABLE GIVING. FOUNDATION FUNDING ENSURES THE FUTURE VIABILITY OF THE SPECIALTY BY INVESTING IN THE NEXT GENERATION OF EDUCATORS AND RESEARCHERS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MATTHEW MCNUTT | President | - | $0 | - | - |
| JOSEPH PITTMAN | President-El | - | $0 | - | - |
| BRYAN LOCKHART | Secretary-Tr | - | $0 | - | - |
| ROBIN MAYO | Senior Direc | - | $0 | - | - |
| CHRISTIAN PIERS | Middle Direc | - | $0 | - | - |
| ROB SELDEN | Ncao Directo | - | $0 | - | - |
| JEFF RICKABAUGH | Aao Delegate | - | $0 | - | - |
| JOHN FOLEY | Junior Direc | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- Yes
Filing and Contact Details
Filer
- Filer Name
- North Carolina Association of
- EIN
- 56-0985164
- Phone
- 7042698495
- Address
- 6133 VIEW WATER DR, RALEIGH, NC 27606
Signing Officer
- Name
- Bryan Lockhart
- Title
- Secretary-treasurer
- Phone
- 7042698495
- Signed
- 2025-07-03
Preparer
- Firm
- Spivey & Morton CPA Pa
- Address
- 201 FOREST HILLS RD NW, WILSON, NC 27896-1623
- Preparer
- John D Morton CPA
- Phone
- 2526741820
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses firm meeting expense 40,379 bank service charges 253 software 85 total 40,717”
Form 990-ez, Part III
“To educate, inform and provide leadership for members and to promote the delivery of quality orthodontic treatment to the residents of north carolina.”
Form 990-ez, Part III, Line 31
“The aao foundation (aaof), the charitable arm of the american association of orthodontists, provides support to orthodontic education programs and orthodontic research. The mission of the aaof is to advance the orthodontic specialty by supporting quality education and research that leads to excellence in patient care, and by promoting orthodontic charitable giving. Foundation funding ensures the future viability of the specialty by investing in the next generation of educators and researchers.”
Raw XML Appendix123 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BRYAN LOCKHART |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7042698495 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2620 W ARROWOOD ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | SUITE 102 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28273 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 162418 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 168845 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6427 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1500 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 162418 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 168845 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 13321 |
| IRS990EZ/GrossReceiptsAmt | 0 | 61965 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 271 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 45442 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 162418 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 168845 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 162418 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 168845 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOSEPH PITTMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRYAN LOCKHART |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROBIN MAYO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHRISTIAN PIERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ROB SELDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JEFF RICKABAUGH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JOHN FOLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY-TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SENIOR DIREC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MIDDLE DIREC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | NCAO DIRECTO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | AAO DELEGATE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | JUNIOR DIREC |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 40717 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO EDUCATE, INFORM AND PROVIDE LEADERSHIP FOR MEMBERS AND TO PROMOTE THE DELIVERY OF QUALITY ORTHODONTIC TREATMENT TO THE RESIDENTS OF NORTH CAROLINA. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 16252 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED EDUCATIONAL PROGRAMS TO ORTHODONTISTS TO IMPROVE CLINICAL CARE AND PATIENT MANAGEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDED SUPPORT FOR ORTHODONTIC STUDENTS AS WELL AS FOR CHARITABLE FOUNDATIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PROVIDED OPPORTUNITIES FOR INCREASED CAMARADERIE AND COMMUNICATION AMONG ORTHODONTIC PRACTITIONERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | THE AAO FOUNDATION (AAOF), THE CHARITABLE ARM OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS, PROVIDES SUPPORT TO ORTHODONTIC EDUCATION PROGRAMS AND ORTHODONTIC RESEARCH. THE MISSION OF THE AAOF IS TO ADVANCE THE ORTHODONTIC SPECIALTY BY SUPPORTING QUALITY EDUCATION AND RESEARCH THAT LEADS TO EXCELLENCE IN PATIENT CARE, AND BY PROMOTING ORTHODONTIC CHARITABLE GIVING. FOUNDATION FUNDING ENSURES THE FUTURE VIABILITY OF THE SPECIALTY BY INVESTING IN THE NEXT GENERATION OF EDUCATORS AND RESEARCHERS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 55538 |
| IRS990EZ/TotalRevenueAmt | 0 | 61965 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.NCAO.ORG |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | true |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES FIRM MEETING EXPENSE 40,379 BANK SERVICE CHARGES 253 SOFTWARE 85 TOTAL 40,717 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TO EDUCATE, INFORM AND PROVIDE LEADERSHIP FOR MEMBERS AND TO PROMOTE THE DELIVERY OF QUALITY ORTHODONTIC TREATMENT TO THE RESIDENTS OF NORTH CAROLINA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE AAO FOUNDATION (AAOF), THE CHARITABLE ARM OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS, PROVIDES SUPPORT TO ORTHODONTIC EDUCATION PROGRAMS AND ORTHODONTIC RESEARCH. THE MISSION OF THE AAOF IS TO ADVANCE THE ORTHODONTIC SPECIALTY BY SUPPORTING QUALITY EDUCATION AND RESEARCH THAT LEADS TO EXCELLENCE IN PATIENT CARE, AND BY PROMOTING ORTHODONTIC CHARITABLE GIVING. FOUNDATION FUNDING ENSURES THE FUTURE VIABILITY OF THE SPECIALTY BY INVESTING IN THE NEXT GENERATION OF EDUCATORS AND RESEARCHERS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRYAN LOCKHART |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY-TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7042698495 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-07-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NORTH CAROLINA ASSOCIATION OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ORTHODONTISTS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NORT |
| ReturnHeader/Filer/EIN | 0 | 560985164 |
| ReturnHeader/Filer/PhoneNum | 0 | 7042698495 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6133 VIEW WATER DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27606 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471120970 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SPIVEY & MORTON CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 201 FOREST HILLS RD NW |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WILSON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 278961623 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2526741820 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-07-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN D MORTON CPA |
| ReturnHeader/ReturnTs | 0 | 2025-07-08T07:27:05-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-03-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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