Civic Intelligence

Oklahoma Dental Foundation

990 • Fiscal year 2019 • EIN 73-0678114

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

317 NE 13th StreetOklahoma City, OK 73104

(405) 241-1299

Siviq Scores

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

Liabilities / Assets

51st percentile

0.09x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$171,270

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$840,500

Up $4,691 (+0.6%) from 2018

Net Assets

Up

$766,037

Up $21,626 (+2.9%) from 2018

Liabilities

Down

$74,463

Down $16,935 (-19%) from 2018

Revenue

Up

$1,263,875

Up $159,648 (+14%) from 2018

Expenses

Down

$1,242,249

Down $155,468 (-11%) from 2018

Net Income

Up

$21,626

Up $315,116 (+107%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,281,176Liabilities 2011: $27,025Net Assets 2011: $1,254,1512011Assets 2012: $1,614,556Liabilities 2012: $198,073Net Assets 2012: $1,416,4832012Assets 2013: $1,619,927Liabilities 2013: $88,152Net Assets 2013: $1,531,7752013Assets 2014: $1,486,646Liabilities 2014: $84,639Net Assets 2014: $1,402,0072014Assets 2015: $1,290,893Liabilities 2015: $104,248Net Assets 2015: $1,186,6452015Assets 2016: $1,098,734Liabilities 2016: $59,244Net Assets 2016: $1,039,4902016Assets 2017: $1,107,726Liabilities 2017: $69,825Net Assets 2017: $1,037,9012017Assets 2018: $835,809Liabilities 2018: $91,398Net Assets 2018: $744,4112018Assets 2019: $840,500Liabilities 2019: $74,463Net Assets 2019: $766,0372019Assets 2020: $1,170,052Liabilities 2020: $68,522Net Assets 2020: $1,101,5302020Assets 2021: $1,361,500Liabilities 2021: $74,851Net Assets 2021: $1,286,6492021Assets 2022: $1,811,963Liabilities 2022: $113,815Net Assets 2022: $1,698,1482022Assets 2023: $2,854,884Liabilities 2023: $86,323Net Assets 2023: $2,768,5612023Assets 2024: $7,145,977Liabilities 2024: $1,930,667Net Assets 2024: $5,215,3102024

Highlighted filing

2019

Assets$840,500
Liabilities$74,463
Net Assets$766,037

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,055,912Expenses 2011: $836,808Net Income 2011: $219,1042011Revenue 2012: $963,850Expenses 2012: $801,518Net Income 2012: $162,3322012Revenue 2013: $1,163,557Expenses 2013: $1,048,265Net Income 2013: $115,2922013Revenue 2014: $1,084,981Expenses 2014: $1,252,749Net Income 2014: -$167,7682014Revenue 2015: $1,213,183Expenses 2015: $1,418,545Net Income 2015: -$205,3622015Revenue 2016: $1,419,128Expenses 2016: $1,566,283Net Income 2016: -$147,1552016Revenue 2017: $1,409,633Expenses 2017: $1,411,222Net Income 2017: -$1,5892017Revenue 2018: $1,104,227Expenses 2018: $1,397,717Net Income 2018: -$293,4902018Revenue 2019: $1,263,875Expenses 2019: $1,242,249Net Income 2019: $21,6262019Revenue 2020: $1,168,182Expenses 2020: $832,689Net Income 2020: $335,4932020Revenue 2021: $1,163,929Expenses 2021: $978,810Net Income 2021: $185,1192021Revenue 2022: $1,446,006Expenses 2022: $1,032,596Net Income 2022: $413,4102022Revenue 2023: $2,472,836Expenses 2023: $1,399,888Net Income 2023: $1,072,9482023Revenue 2024: $4,455,155Expenses 2024: $2,009,428Net Income 2024: $2,445,7272024

Highlighted filing

2019

Revenue$1,263,875
Expenses$1,242,249
Net Income$21,626
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$1,263,875
Mission and Program Overview

Mission

Eliminating barriers to oral health care for oklahomans

Eliminating barriers to oral health care for oklahomans. Improve and advance oral health through care, education and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$570,240$562,238▼ $8,002
Cash and Non-Interest-Bearing Accounts$156,237$160,835▲ $4,598
Pledges and Grants Receivable$11,400$68,000▲ $56,600
Accounts Receivable$65,242$35,619▼ $29,623
Land, Buildings, and Equipment, Net$27,047$13,808▼ $13,239
Prepaid Expenses and Deferred Charges$5,643$0▼ $5,643
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$835,809$840,500▲ $4,691
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$36,800$37,945▲ $1,145
Accounts Payable and Accrued Expenses$42,598$20,418▼ $22,180
Other Liabilities$12,000$16,100▲ $4,100
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$91,398$74,463▼ $16,935
Net Assets / Fund Balance
Net Assets With Donor Restrictions$351,302$413,353▲ $62,051
Net Assets Without Donor Restrictions$393,109$352,684▼ $40,425
Total Net Assets Fund Balance$744,411$766,037▲ $21,626
Total Liabilities and Net Assets / Fund Balance$835,809$840,500▲ $4,691

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,808$430,892$444,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
john wilguessExecutive DirectorFT$138,241$33,029$171,270

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$850,840
Program Service Revenue
$405,278
Investment Income
$7,757
Other Revenue
$0
All Other Contributions
$706,608
Change in Net Assets
$21,626

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,263,875
Revenue Not Reported on Form 990
$397,500
Total Revenue per Audited Statements
$1,661,375
Total Revenue per Form 990
$1,263,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$731,275
Salaries, Compensation, and Employee Benefits$509,974
Total Fundraising Expense$126,929
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$220,529$30,368$5,502$256,399
Fees for Services Other$196,724$3,500$25,753$225,977
Current Officers, Directors, Trustees, and Key Employees$11,500$74,509$85,261$171,270
Travel$94,795$951-$95,746
All Other Expenses$86,963$-89$3,360$90,234
Fees for Services Accounting-$43,790-$43,790
Other Employee Benefits$34,307$4,724$856$39,887
Payroll Taxes$28,052$3,863$700$32,615
Occupancy$15,860$10,573$5,287$31,720
Other Expenses$28,887--$28,887
Insurance$16,845$1,814-$18,659
Office Expenses$13,962$2,741-$16,703
Depreciation Depletion$13,196$43-$13,239
Information Technology$9,317$1,024-$10,341
Pension Plan Contributions$8,432$1,161$210$9,803
Advertising$2,395--$2,395
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$936,348$178,972$126,929$1,242,249

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,639,749
Expenses per Audited Statements$1,242,249
Total Expenses per Form 990$1,242,249
Expenses Not Reported on Form 990$397,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$16,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, Line 11B

The Board of Trustees are provided a draft of the 990. They are requested to review and forward any comments or questions to the Finance Committee. The finance committee is required to address all comments and questions. Once all comments and questions are cleared, the Finance committee approves the issuance of the 990.

PART VI, Line 12C

Board members and the executive director are required to complete a conflict of interest form annually. Any noted items are reviewed by the finance committee.

PART VI, Line 15A

The executive director is reviewed by three officers and s/he reports all staff reviews to them as well. The officers make a recommendation to the board. The board comments and resolves to continue or discontinue the employment.

PART VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma Dental Foundation
EIN
73-0678114
In Care Of
% JOHN WILGUESS
Phone
4052411299
Address
317 NE 13TH STREET, OKLAHOMA CITY, OK 73104

Signing Officer

Name
John Wilguess
Title
Executive Director
Phone
4058787300
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Wilguess
Formed
1959
Legal Domicile
Ok
Voting Board Members
16
Independent Board Members
16
Employees
9
Volunteers
2,170

Preparer

Firm
Finley & Cook PLLC
Address
1421 E 45th Street, Shawnee, OK 74804
Phone
4058787300
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

Description:other services total fees:225977

Financial Statement Notes

Part X, Line 2

Through its evaluation of the odf's uncertain tax positions, management has determined no uncertain tax positions exist as of december 31, 2019 which would require the odf to record a liability for the uncertain tax positions in its financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16trustee
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IRS990/FormationYr01959
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IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
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IRS990/InformationTechnologyGrp/ProgramServicesAmt09317
IRS990/InformationTechnologyGrp/TotalAmt010341
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IRS990/InsuranceGrp/TotalAmt018659
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IRS990/InterestGrp/TotalAmt00
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ELIMINATING BARRIERS TO ORAL HEALTH CARE FOR OKLAHOMANS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/OfficeExpensesGrp/ProgramServicesAmt013962
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04724
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034307
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039887
IRS990/OtherExpensesGrp/Desc0DENTAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2ROOM/VENUE RENTAL
IRS990/OtherExpensesGrp/Desc3CATERING
IRS990/OtherExpensesGrp/ProgramServicesAmt094740
IRS990/OtherExpensesGrp/ProgramServicesAmt142000
IRS990/OtherExpensesGrp/ProgramServicesAmt216844
IRS990/OtherExpensesGrp/ProgramServicesAmt328887
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IRS990/OtherExpensesGrp/TotalAmt142000
IRS990/OtherExpensesGrp/TotalAmt216844
IRS990/OtherExpensesGrp/TotalAmt328887
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOHN WILGUESS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1621990
IRS990/ProgramServiceRevenueGrp/Desc0CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1MOBILE SMILES PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0333543
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt171735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0333543
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt171735
IRS990/ProgSrvcAccomActy2Grp/Desc0THROUGH THE USE OF MOBILE DENTAL UNITS, THE OKLAHOMA DENTAL FOUNDATION TRAVELS THROUGHOUT OKLAHOMA TO PROVIDE FREE CARE IN UNDERSERVED COMMUNITIES AND SCHOOLS IN ORDER TO ASSURE ACCESS TO DENTAL CARE FOR UNINSURED, UNDERINSURED, OR THOSE WHO ARE PREVENTED FROM RECEIVING CARE FOR OTHER REASONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0525102
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDING CONTINUING EDUCATION COURSES AND SEMINARS FOR THE BENEFIT OF MEMBERS OF THE DENTAL PROFESSION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0207504
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0629051
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt05364
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0842760
IRS990/PYOtherRevenueAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.15$1.93$5.22$4.46$2.01$2.45
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.09$2.77$2.47$1.40$1.07
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.11$1.70$1.45$1.03$0.41
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.07$1.29$1.16$0.98$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.07$1.10$1.17$0.83$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.07$0.77$1.26$1.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.09$0.74$1.10$1.40$0.29
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.07$1.04$1.41$1.41$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.06$1.04$1.42$1.57$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.10$1.19$1.21$1.42$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.08$1.40$1.08$1.25$0.17
2013Summary only. Only limited summary data is available for this year.$1.62$0.09$1.53$1.16$1.05$0.12
2012Summary only. Only limited summary data is available for this year.$1.61$0.20$1.42$0.96$0.80$0.16
2011Summary only. Only limited summary data is available for this year.$1.28$0.03$1.25$1.06$0.84$0.22