Civic Intelligence

Southwestern Society Of

EIN 74-6053865 • 501(c)6 • Austin, TX

Profile

To advance orthodontic arts and sciences

6708 Menchaca RoadAustin, TX 78745

www.swso.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

5.5%

Higher net margin than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

1.6%

Faster asset growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

-0.2%

Faster revenue growth than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$445,350

Up $7,032 (+1.6%) from 2022

Liabilities

Down

$0

Down $2,474 (-100%) from 2022

Net Assets

Up

$445,350

Up $9,506 (+2.2%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin60th percentile

Revenue

Down

$173,825

Down $283 (-0.2%) from 2022

Expenses

Down

$164,317

Down $29,388 (-15%) from 2022

Net Income

Up

$9,508

Up $29,105 (+149%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2011: $448,562Liabilities 2011: $25,046Net Assets 2011: $423,5162011Assets 2012: $405,830Liabilities 2012: $27,279Net Assets 2012: $378,5512012Assets 2013: $262,518Liabilities 2013: $22,766Net Assets 2013: $239,7522013Assets 2014: $228,146Liabilities 2014: $76,940Net Assets 2014: $151,2062014Assets 2015: $277,483Liabilities 2015: $31,259Net Assets 2015: $246,2242015Assets 2016: $339,345Liabilities 2016: $93,186Net Assets 2016: $246,1592016Assets 2017: $322,121Liabilities 2017: $132,502Net Assets 2017: $189,6192017Assets 2018: $444,892Liabilities 2018: $98,266Net Assets 2018: $346,6262018Assets 2019: $353,403Liabilities 2019: $553Net Assets 2019: $352,8502019Assets 2020: $399,431Liabilities 2020: $75Net Assets 2020: $399,3562020Assets 2021: $459,264Liabilities 2021: $3,823Net Assets 2021: $455,4412021Assets 2022: $438,318Liabilities 2022: $2,474Net Assets 2022: $435,8442022Assets 2023: $445,350Liabilities 2023: $0Net Assets 2023: $445,3502023

Highlighted filing

2023

Assets$445,350
Liabilities$0
Net Assets$445,350
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $269,866Expenses 2011: $213,178Net Income 2011: $56,6882011Revenue 2012: $251,612Expenses 2012: $296,577Net Income 2012: -$44,9652012Revenue 2013: $336,298Expenses 2013: $475,097Net Income 2013: -$138,7992013Revenue 2014: $184,794Expenses 2014: $273,340Net Income 2014: -$88,5462014Revenue 2015: $380,621Expenses 2015: $285,603Net Income 2015: $95,0182015Revenue 2016: $183,061Expenses 2016: $183,126Net Income 2016: -$652016Revenue 2017: $365,156Expenses 2017: $421,696Net Income 2017: -$56,5402017Revenue 2018: $283,827Expenses 2018: $126,820Net Income 2018: $157,0072018Revenue 2019: $209,901Expenses 2019: $180,495Net Income 2019: $29,4062019Revenue 2020: $108,335Expenses 2020: $61,828Net Income 2020: $46,5072020Revenue 2021: $386,486Expenses 2021: $330,401Net Income 2021: $56,0852021Revenue 2022: $174,108Expenses 2022: $193,705Net Income 2022: -$19,5972022Revenue 2023: $173,825Expenses 2023: $164,317Net Income 2023: $9,5082023

Highlighted filing

2023

Revenue$173,825
Expenses$164,317
Net Income$9,508
Open 2023 Filing

Filings

Most recent year

2023 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$445,350
Liabilities
$0
Net assets
$445,350
Revenue
$173,825
Expenses
$164,317
Net income
$9,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$1.74$1.64$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.02$4.36$1.74$1.94$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.04$4.55$3.86$3.30$0.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$1.08$0.62$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.01$3.53$2.10$1.80$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.98$3.47$2.84$1.27$1.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$1.33$1.90$3.65$4.22$0.57
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.93$2.46$1.83$1.83$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.31$2.46$3.81$2.86$0.95
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.77$1.51$1.85$2.73$0.89
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.23$2.40$3.36$4.75$1.39
2012Summary only. Only limited summary data is available for this year.$4.06$0.27$3.79$2.52$2.97$0.45
2011Summary only. Only limited summary data is available for this year.$4.49$0.25$4.24$2.70$2.13$0.57
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$183,061
Mission and Program Overview

Mission

To advance orthodontic arts and sciences

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$124,880$200,005▲ $75,125
Cash and Non-Interest-Bearing Accounts$143,574$139,340▼ $4,234
Prepaid Expenses and Deferred Charges$9,029--
Total Assets$277,483$339,345▲ $61,862
Liabilities
Accounts Payable and Accrued Expenses-$61,963-
Deferred Revenue$31,259$31,223▼ $36
Total Liabilities$31,259$93,186▲ $61,927
Net Assets / Fund Balance
Unrestricted Net Assets$246,224$246,159▼ $65
Total Net Assets Fund Balance$246,224$246,159▼ $65
Total Liabilities and Net Assets / Fund Balance$277,483$339,345▲ $61,862
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
John Wm CarterPresident
Jeffrey S GenecovPresident El
Bryn CooperDirector
Craig H CrawfordDirector
Darrin M StormsDirector
Jaime RiveraDirector
Jesse TengDirector
Kyle VroomeDirector
Matthew NgDirector
J Kendall DillehayTrustee
Heather HuntExecutive Di
P Justin PowerPast Preside
Donald B WilcoxonSecretary-tr
Michael W RaganVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$73,801
Program Service Revenue
$109,200
Investment Income
$60
Other Revenue
$0
Change in Net Assets
$-65
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,741
Salaries, Compensation, and Employee Benefits$41,385
Grants and Similar Amounts Paid$8,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$125,063
Other Salaries and Wages---$41,385
Grants to Domestic Individuals---$4,000
Grants to Domestic Orgs---$4,000
Office Expenses---$3,117
Other Expenses---$2,500
Travel---$1,849
Fees for Services Accounting---$852
Information Technology---$360
Total Functional Expenses$0$0$0$183,126
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 6

“The organization is a professional organization comprised of members”

Form 990, Page 6, Part VI, Line 7A

“The organization's members have the right to elect members of the governing body”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 will be sent to each officer”

Form 990, Page 6, Part VI, Line 12C

“It is the policy of the southwestern society of orthodontists (swso or society) that individuals who serve in elective, appointive or employed offices or positions do so with a representative and/or fiduciary capacity and shall exercise particular care that no detriment to the society results from conflicts between their interests and those of the society. A conflict of interest exists when an individual has a direct or indirect (i.e., beneficiary) interest or relationship, financial or otherwise, that may conflict or be inconsistent with the individual's duties or exercise of independent judgment with respect to the society. Officers, voting board members or employed persons are required to complete an swso conflict of interest disclosure statement annually and file it with the executive director. Those individuals described above shall complete, sign and date a disclosure form on an annual basis, and shall update it if and when any change in information occurs.”

Form 990, Page 6, Part VI, Line 19

“The documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Southwestern Society of
EIN
74-6053865
Phone
4048219196
Address
780 MOROSGO DRIVE NE 13909, ATLANTA, GA 30324-9998

Signing Officer

Name
Heather Hunt
Title
Executive Director
Phone
8129232700
Signed
2017-11-01

Organization Details

Principal Officer
Heather Hunt
Formed
1950
Legal Domicile
Ks
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
33

Preparer

Firm
Reed Quinn & Mcclure LLC
Address
2055 N BROWN RD STE 150, LAWRENCEVILLE, GA 30043-4920
Preparer
Daniel T Mcclure CPA
Phone
7704499144
Raw XML Appendix336 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY-TR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A PROFESSIONAL ORGANIZATION COMPRISED OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WILL BE SENT TO EACH OFFICER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT IS THE POLICY OF THE SOUTHWESTERN SOCIETY OF ORTHODONTISTS (SWSO OR SOCIETY) THAT INDIVIDUALS WHO SERVE IN ELECTIVE, APPOINTIVE OR EMPLOYED OFFICES OR POSITIONS DO SO WITH A REPRESENTATIVE AND/OR FIDUCIARY CAPACITY AND SHALL EXERCISE PARTICULAR CARE THAT NO DETRIMENT TO THE SOCIETY RESULTS FROM CONFLICTS BETWEEN THEIR INTERESTS AND THOSE OF THE SOCIETY. A CONFLICT OF INTEREST EXISTS WHEN AN INDIVIDUAL HAS A DIRECT OR INDIRECT (I.E., BENEFICIARY) INTEREST OR RELATIONSHIP, FINANCIAL OR OTHERWISE, THAT MAY CONFLICT OR BE INCONSISTENT WITH THE INDIVIDUAL'S DUTIES OR EXERCISE OF INDEPENDENT JUDGMENT WITH RESPECT TO THE SOCIETY. OFFICERS, VOTING BOARD MEMBERS OR EMPLOYED PERSONS ARE REQUIRED TO COMPLETE AN SWSO CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AND FILE IT WITH THE EXECUTIVE DIRECTOR. THOSE INDIVIDUALS DESCRIBED ABOVE SHALL COMPLETE, SIGN AND DATE A DISCLOSURE FORM ON AN ANNUAL BASIS, AND SHALL UPDATE IT IF AND WHEN ANY CHANGE IN INFORMATION OCCURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER HUNT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08129232700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWESTERN SOCIETY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORTHODONTISTS
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0746053865
ReturnHeader/Filer/PhoneNum04048219196
ReturnHeader/Filer/USAddress/AddressLine1Txt0780 MOROSGO DRIVE NE 13909
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035C3A66D496EA301A7F486D6361BA2D263C12F2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035C3A66D496EA301A7F486D6361BA2D263C12F2D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582053827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REED QUINN & MCCLURE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02055 N BROWN RD STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAWRENCEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0300434920
ReturnHeader/PreparerPersonGrp/PhoneNum07704499144
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL T MCCLURE CPA
ReturnHeader/ReturnTs02017-11-14T09:49:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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