Civic Intelligence

North Carolina Assocation of Orthodontists

990EZ • Fiscal year 2020 • EIN 56-0985164

Apr 01, 2019 to Mar 31, 2020 • Filed on Aug 19, 2020

2205-cc Oak Ridge RoadOak Ridge, NC 27310

(336) 441-8301

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-526%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

5th percentile

-56%

Faster asset growth than 5% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-76%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$23,159

Down $28,916 (-56%) from 2019

Net Assets

$23,159

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$5,499

Down $17,132 (-76%) from 2019

Expenses

Down

$34,415

Down $13,492 (-28%) from 2019

Net Income

Down

-$28,916

Down $3,640 (-14%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $51,984Liabilities 2011: $02011Assets 2012: $65,449Liabilities 2012: $02012Assets 2013: $73,878Liabilities 2013: $02013Assets 2014: $75,341Liabilities 2014: $0Net Assets 2014: $75,3412014Assets 2015: $79,779Liabilities 2015: $0Net Assets 2015: $79,7792015Assets 2016: $86,003Liabilities 2016: $2,2592016Assets 2017: $77,980Liabilities 2017: $02017Assets 2018: $80,292Liabilities 2018: $2,9412018Assets 2019: $52,075Liabilities 2019: $02019Assets 2020: $23,159Liabilities 2020: $0Net Assets 2020: $23,1592020Assets 2021: $73,286Liabilities 2021: $0Net Assets 2021: $73,2862021Assets 2022: $106,235Liabilities 2022: $0Net Assets 2022: $106,2352022Assets 2023: $123,662Net Assets 2023: $123,6622023Assets 2024: $162,418Net Assets 2024: $162,4182024Assets 2025: $168,845Net Assets 2025: $168,8452025

Highlighted filing

2020

Assets$23,159
Liabilities$0
Net Assets$23,159

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $28,684Expenses 2011: $31,948Net Income 2011: -$3,2642011Revenue 2012: $42,605Expenses 2012: $29,140Net Income 2012: $13,4652012Revenue 2013: $35,427Expenses 2013: $26,998Net Income 2013: $8,4292013Revenue 2014: $54,608Expenses 2014: $53,145Net Income 2014: $1,4632014Revenue 2015: $45,975Expenses 2015: $41,537Net Income 2015: $4,4382015Revenue 2016: $36,500Expenses 2016: $32,535Net Income 2016: $3,9652016Revenue 2017: $47,284Expenses 2017: $53,048Net Income 2017: -$5,7642017Revenue 2018: $38,729Expenses 2018: $39,358Net Income 2018: -$6292018Revenue 2019: $22,631Expenses 2019: $47,907Net Income 2019: -$25,2762019Revenue 2020: $5,499Expenses 2020: $34,415Net Income 2020: -$28,9162020Revenue 2021: $51,154Expenses 2021: $16,610Net Income 2021: $34,5442021Revenue 2022: $71,507Expenses 2022: $38,558Net Income 2022: $32,9492022Revenue 2023: $71,258Expenses 2023: $53,831Net Income 2023: $17,4272023Revenue 2024: $73,955Expenses 2024: $35,199Net Income 2024: $38,7562024Revenue 2025: $61,965Expenses 2025: $55,538Net Income 2025: $6,4272025

Highlighted filing

2020

Revenue$5,499
Expenses$34,415
Net Income-$28,916
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Aug 19, 2020
Return Version
2019v5.1
Gross Receipts
$5,499
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

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL PROGRAMS TO ORTHODONTISTS AND EDUCATIONAL MATERIALS TO CONSUMERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATHEW OLMSTEDPresident-$0--
ROBERT SELDENVice President-$0--
CHRISTOPHER BAKERSecretary/Treasurer-$0--
KELLY GLOECKNERSenior Director-$0--
JAMES MARTINMiddle Director-$0--
MATHEW MCNUTTJunior Director-$0--
CINDY WILEYNcao Component Director To Sao-$0--
JEFF RICKABAUGHAao Speaker Of House-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
North Carolina Association
EIN
56-0985164
Phone
3364418301
Address
2205-CC OAK RIDGE ROAD, OAK RIDGE, NC 27310

Signing Officer

Name
Christopher Baker
Title
Secretary/treasurer
Phone
3364418301
Signed
2020-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Llcpllc
Address
500 EAST MOREHEAD STREET SUITE 700, CHARLOTTE, NC 28202
Preparer
Janice a Ratica
Phone
7043338881
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 355.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: dental foundation of north carolina. Grantee address: camps box 7450 chapel hill, nc 27599. Date of gift: 02/13/20. Amount given: 10,500.

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

Description: conference and meeting expense. Amount: 22,254. Description: administration. Amount: 25. Description: office expense. Amount: 14. Description: speaker fees. Amount: 422. Total to form 990-ez, line 16: 22,715.

Raw XML Appendix151 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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IRS990EZ/BooksInCareOfDetail/PhoneNum03364418301
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02205-CC OAK RIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAK RIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATHEW OLMSTED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT SELDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY GLOECKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAMES MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATHEW MCNUTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CINDY WILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF RICKABAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SENIOR DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MIDDLE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5JUNIOR DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6NCAO COMPONENT DIRECTOR TO SAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AAO SPEAKER OF HOUSE
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt022715
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE, INFORM AND PROVIDE LEADERSHIP FOR MEMBERS AND TO PROMOTE THE DELIVERY OF QUALITY ORTHODONTIC TREATMENT TO THE RESIDENTS OF NORTH CAROLINA.
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/TotalExpensesAmt034415
IRS990EZ/TotalRevenueAmt05499
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NCAO.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: DENTAL FOUNDATION OF NORTH CAROLINA. GRANTEE ADDRESS: CAMPS BOX 7450 CHAPEL HILL, NC 27599. DATE OF GIFT: 02/13/20. AMOUNT GIVEN: 10,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCE AND MEETING EXPENSE. AMOUNT: 22,254. DESCRIPTION: ADMINISTRATION. AMOUNT: 25. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 14. DESCRIPTION: SPEAKER FEES. AMOUNT: 422. TOTAL TO FORM 990-EZ, LINE 16: 22,715.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH CAROLINA ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF ORTHODONTISTS
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ReturnHeader/FilingSecurityInformation/IPTm007:44:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 EAST MOREHEAD STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE A RATICA
ReturnHeader/ReturnTs02020-08-24T12:44:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.62$0.56$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.74$0.35$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.71$0.54$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.72$0.39$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.51$0.17$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.05$0.34$0.29
2019Summary only. Only limited summary data is available for this year.$0.52$0.00$0.23$0.48$0.25
2018Summary only. Only limited summary data is available for this year.$0.80$0.03$0.39$0.39$0.01
2017Summary only. Only limited summary data is available for this year.$0.78$0.00$0.47$0.53$0.06
2016Summary only. Only limited summary data is available for this year.$0.86$0.02$0.37$0.33$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.46$0.42$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.55$0.53$0.01
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.35$0.27$0.08
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.43$0.29$0.13
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.29$0.32$0.03