Civic Intelligence

Midwest Component of the Edward H Angle Society of Ortho Inc

990 • Fiscal year 2016 • EIN 68-0519448

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 19, 2017

281 W Townline Road Suite 220Vernon Hills, IL 60061

(630) 251-2415

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-34%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

8th percentile

-38%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

21%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$75,699

Down $47,009 (-38%) from 2015

Net Assets

Down

$75,699

Down $47,009 (-38%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$140,171

Up $24,492 (+21%) from 2015

Expenses

Up

$187,180

Up $72,064 (+63%) from 2015

Net Income

Down

-$47,009

Down $47,572 (-8450%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $95,430Liabilities 2010: $0Net Assets 2010: $95,4302010Assets 2011: $106,457Liabilities 2011: $0Net Assets 2011: $106,4572011Assets 2012: $102,173Liabilities 2012: $0Net Assets 2012: $102,1732012Assets 2013: $110,756Liabilities 2013: $0Net Assets 2013: $110,7562013Assets 2014: $122,145Liabilities 2014: $0Net Assets 2014: $122,1452014Assets 2015: $122,708Liabilities 2015: $0Net Assets 2015: $122,7082015Assets 2016: $75,699Liabilities 2016: $0Net Assets 2016: $75,6992016Assets 2017: $130,354Liabilities 2017: $0Net Assets 2017: $130,3542017Assets 2018: $180,200Liabilities 2018: $0Net Assets 2018: $180,2002018Assets 2019: $221,424Liabilities 2019: $0Net Assets 2019: $221,4242019Assets 2020: $134,128Liabilities 2020: $0Net Assets 2020: $134,1282020Assets 2021: $204,773Liabilities 2021: $0Net Assets 2021: $204,7732021Assets 2022: $227,892Liabilities 2022: $0Net Assets 2022: $227,8922022Assets 2023: $165,214Liabilities 2023: $0Net Assets 2023: $165,2142023Assets 2024: $123,126Liabilities 2024: $0Net Assets 2024: $123,1262024

Highlighted filing

2016

Assets$75,699
Liabilities$0
Net Assets$75,699

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $68,105Expenses 2010: $55,736Net Income 2010: $12,3692010Revenue 2011: $75,961Expenses 2011: $64,934Net Income 2011: $11,0272011Revenue 2012: $57,419Expenses 2012: $61,703Net Income 2012: -$4,2842012Revenue 2013: $80,875Expenses 2013: $72,292Net Income 2013: $8,5832013Revenue 2014: $81,170Expenses 2014: $69,781Net Income 2014: $11,3892014Revenue 2015: $115,679Expenses 2015: $115,116Net Income 2015: $5632015Revenue 2016: $140,171Expenses 2016: $187,180Net Income 2016: -$47,0092016Revenue 2017: $269,522Expenses 2017: $214,867Net Income 2017: $54,6552017Revenue 2018: $123,013Expenses 2018: $73,167Net Income 2018: $49,8462018Revenue 2019: $158,961Expenses 2019: $117,737Net Income 2019: $41,2242019Revenue 2020: $19,542Expenses 2020: $106,838Net Income 2020: -$87,2962020Revenue 2021: $105,567Expenses 2021: $34,921Net Income 2021: $70,6462021Revenue 2022: $207,785Expenses 2022: $184,666Net Income 2022: $23,1192022Revenue 2023: $159,446Expenses 2023: $222,124Net Income 2023: -$62,6782023Revenue 2024: $165,685Expenses 2024: $207,773Net Income 2024: -$42,0882024

Highlighted filing

2016

Revenue$140,171
Expenses$187,180
Net Income-$47,009
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 19, 2017
Return Version
2016v3.0
Gross Receipts
$140,171
Mission and Program Overview

Mission

The midwest component of the edward h. Angle society was formed on august 27, 1968. It is one of the seven regional component societies in the united states of the edward h. Angle society. It is also called angle midwest. Edward h. Angle was regarded as the "father of modern orthodontics- and in whose memory the society was formed. The purpose of the edward h. Angle society is to foster, support, encourage and advance the dental profession and speciality of orthodontics; to promote excellence in orthodntics; to design and conduct professional meetings at regular intervals for interprofessional discourse in research, clinical practice, and for the dissemination of current knowledge and practice principles in the speciality of orthodontics; to promote and encourage high educational standards for the education and motivation of orthodontists. The midwest component of the edward h. Angle society functions as a study group, and holds meetings for the advancement of its members in scientific

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$122,708$75,699▼ $47,009
Cash and Non-Interest-Bearing Accounts$101,635$54,620▼ $47,015
Savings and Temporary Cash Investments$21,073$21,079▲ $6
Total Assets$122,708$75,699▼ $47,009
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,708$75,699▼ $47,009
Total Liabilities and Net Assets / Fund Balance$122,708$75,699▼ $47,009
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roberto LimaPresident
Gary WolfPresident El
James HartsfieldOfficer
Oh RigsbeeOfficer
Randy WrightOfficer
Ron SnyderOfficer
Valmy KulbershOfficer
Steve MarshallPast Preside
Ron JacobsonSecretary/tr
Glen CowanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$140,165
Program Service Revenue
$0
Investment Income
$6
Other Revenue
$0
Change in Net Assets
$-47,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$171,248--$171,248
Other Expenses$2,661--$2,661
All Other Expenses$2,427--$2,427
Total Functional Expenses$187,180$0$0$187,180
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Midwest Component of the
EIN
68-0519448
Phone
6302512415
Address
281 W TOWNLINE ROAD SUITE 220, VERNON HILLS, IL 60061

Signing Officer

Name
Ron Jacobson
Title
Secretary/treasurer
Phone
7735455333
Signed
2017-07-19

Organization Details

Principal Officer
Ron Jacobson
Formed
1968
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
The Abrix Group Lp
Address
3400 DUNDEE RD STE 200, NORTHBROOK, IL 60062-2397
Preparer
John J Mchugh
Phone
8474988900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The midwest component of the edward h. Angle society was formed on august 27, 1968. It is one of the seven regional component societies in the united states of the edward h. Angle society. It is also called angle midwest. Edward h. Angle was regarded as the "father of modern orthodontics- and in whose memory the society was formed. The purpose of the edward h. Angle society is to foster, support, encourage and advance the dental profession and speciality of orthodontics; to promote excellence in orthodntics; to design and conduct professional meetings at regular intervals for interprofessional discourse in research, clinical practice, and for the dissemination of current knowledge and practice principles in the speciality of orthodontics; to promote and encourage high educational standards for the education and motivation of orthodontists. The midwest component of the edward h. Angle society functions as a study group, and holds meetings for the advancement of its members in scientific attainment and technical proficiency. Midwest component currently holds one meeting annually. Its membership is composed of specialists in orthodontics, a speciality of dentistry, many of whom teach in graduate education programs, while others are in private practice. The annual meetings are very structured, with members presenting scientific papers as well as case reports. To gain membership, both case presentations and original research are required, and the admissions process typically takes 4-5 years. Many of the research papers presented are later published in reference journals.

Form 990, Page 2, Part III, Line 4D

Expenses for annual conference held by the society mainly for educational purposes.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FOR ANNUAL CONFERENCE HELD BY THE SOCIETY MAINLY FOR EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.66$2.08$0.42
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.59$2.22$0.63
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$2.08$1.85$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.06$0.35$0.71
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.20$1.07$0.87
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.59$1.18$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.23$0.73$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$2.70$2.15$0.55
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.40$1.87$0.47
2015Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.16$1.15$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.81$0.70$0.11
2013Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.81$0.72$0.09
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.57$0.62$0.04
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.76$0.65$0.11
2010Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.68$0.56$0.12