Civic Intelligence

The Orthodontic Foundation Inc

EIN 75-2740771 • 501(c)3 • Houston, TX

Profile

To foster advancements in the art & science of orthodontics through clinical research & publishing, to fund educational activities at Univ. of Texas orthodontics dept., by providing facilities & eqpt., research projects, guest speakers, seminars, and endeavors.

19814 Timberwind LnHouston, TX 77094

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

54th percentile

5.4%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

146%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$4,272,797

Up $220,272 (+5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,272,797

Up $220,272 (+5.4%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin95th percentile

Revenue

Up

$295,491

Up $175,170 (+146%) from 2023

Expenses

Down

$75,219

Down $5,372 (-6.7%) from 2023

Net Income

Up

$220,272

Up $180,542 (+454%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,920,988Liabilities 2010: $0Net Assets 2010: $1,920,9882010Assets 2011: $2,058,868Liabilities 2011: $0Net Assets 2011: $2,058,8682011Assets 2012: $2,368,295Liabilities 2012: $0Net Assets 2012: $2,368,2952012Assets 2013: $2,703,067Liabilities 2013: $0Net Assets 2013: $2,703,0672013Assets 2014: $3,077,811Liabilities 2014: $0Net Assets 2014: $3,077,8112014Assets 2015: $3,073,089Liabilities 2015: $0Net Assets 2015: $3,073,0892015Assets 2016: $3,014,739Liabilities 2016: $0Net Assets 2016: $3,014,7392016Assets 2017: $3,155,270Liabilities 2017: $0Net Assets 2017: $3,155,2702017Assets 2018: $2,867,556Liabilities 2018: $0Net Assets 2018: $2,867,5562018Assets 2019: $3,379,933Liabilities 2019: $0Net Assets 2019: $3,379,9332019Assets 2020: $3,858,395Liabilities 2020: $0Net Assets 2020: $3,858,3952020Assets 2021: $4,371,960Liabilities 2021: $0Net Assets 2021: $4,371,9602021Assets 2022: $3,942,211Liabilities 2022: $0Net Assets 2022: $3,942,2112022Assets 2023: $4,052,525Liabilities 2023: $0Net Assets 2023: $4,052,5252023Assets 2024: $4,272,797Liabilities 2024: $0Net Assets 2024: $4,272,7972024

Highlighted filing

2024

Assets$4,272,797
Liabilities$0
Net Assets$4,272,797
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $324,877Expenses 2010: $66,099Net Income 2010: $258,7782010Revenue 2011: $286,388Expenses 2011: $148,508Net Income 2011: $137,8802011Revenue 2012: $375,911Expenses 2012: $66,484Net Income 2012: $309,4272012Revenue 2013: $415,025Expenses 2013: $80,253Net Income 2013: $334,7722013Revenue 2014: $367,630Expenses 2014: $184,522Net Income 2014: $183,1082014Revenue 2015: $207,783Expenses 2015: $83,586Net Income 2015: $124,1972015Revenue 2016: $68,407Expenses 2016: $68,386Net Income 2016: $212016Revenue 2017: $119,199Expenses 2017: $78,664Net Income 2017: $40,5352017Revenue 2018: $62,089Expenses 2018: $83,668Net Income 2018: -$21,5792018Revenue 2019: $154,894Expenses 2019: $84,686Net Income 2019: $70,2082019Revenue 2020: $172,614Expenses 2020: $53,970Net Income 2020: $118,6442020Revenue 2021: $298,092Expenses 2021: $87,794Net Income 2021: $210,2982021Revenue 2022: $731,317Expenses 2022: $90,120Net Income 2022: $641,1972022Revenue 2023: $120,321Expenses 2023: $80,591Net Income 2023: $39,7302023Revenue 2024: $295,491Expenses 2024: $75,219Net Income 2024: $220,2722024

Highlighted filing

2024

Revenue$295,491
Expenses$75,219
Net Income$220,272
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,272,797
Liabilities
$0
Net assets
$4,272,797
Revenue
$295,491
Expenses
$75,219
Net income
$220,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.30$0.08$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.12$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.73$0.09$0.64
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.30$0.09$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.17$0.05$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.15$0.08$0.07
2018Summary only. Only limited summary data is available for this year.$2.87$0.00$2.87$0.06$0.08$0.02
2017Summary only. Only limited summary data is available for this year.$3.16$0.00$3.16$0.12$0.08$0.04
2016Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$0.07$0.07$0.00
2015Summary only. Only limited summary data is available for this year.$3.07$0.00$3.07$0.21$0.08$0.12
2014Summary only. Only limited summary data is available for this year.$3.08$0.00$3.08$0.37$0.18$0.18
2013Summary only. Only limited summary data is available for this year.$2.70$0.00$2.70$0.42$0.08$0.33
2012Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.38$0.07$0.31
2011Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$0.29$0.15$0.14
2010Summary only. Only limited summary data is available for this year.$1.92$0.00$1.92$0.32$0.07$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 31, 2026
Return Version
2024v5.2
Gross Receipts
$6,868,997
Mission and Program Overview

Mission

To foster advancements in the art & science of orthodontics through clinical research & publishing, to fund educational activities at Univ. of Texas orthodontics dept., by providing facilities & eqpt., research projects, guest speakers, seminars, and endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,052,525$4,272,797▲ $220,272
Investments in Publicly Traded Securities$4,028,997$2,992,896▼ $1,036,101
Savings and Temporary Cash Investments$23,528$1,279,901▲ $1,256,373
Total Assets$4,052,525$4,272,797▲ $220,272
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,052,525$4,272,797▲ $220,272
Total Liabilities and Net Assets / Fund Balance$4,052,525$4,272,797▲ $220,272
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Dr Randy EllisPresident
Dr Audrey MoonSecretary
Dr Lacey HarrisSecretary
Dr Sam WinkelmannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,371
Program Service Revenue
$0
Investment Income
$241,120
Other Revenue
$0
All Other Contributions
$54,371
Change in Net Assets
$220,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,759
Other Expenses$15,460
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,000--$41,000
Grants to Domestic Individuals$18,759--$18,759
Fees for Service Investment Mgmnt Fees$0$10,616$0$10,616
Fees for Services Accounting$0$3,300$0$3,300
Office Expenses$0$1,544$0$1,544
Total Functional Expenses$59,759$15,460$0$75,219
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Orthodontic Foundation Inc
EIN
75-2740771
Phone
2813928735
Address
19814 Timberwind Ln, Houston, TX 77094

Signing Officer

Name
Dr Samuel A Winkelmann
Title
Treasurer
Phone
2813928735
Signed
2026-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Samuel A Winkelmann
Formed
1998
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Crelin & Associates CPAs
Address
830 S Mason Rd Ste B4, Katy, TX 77450
Preparer
Brian Crelin
Phone
2813925665
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by appropriate officer”

Pt VI, Line 19

“Will be furnished if requested”

Pt VI, Line 6

“The orginization has members”

Pt VI, Line 7A

“Members are voted to a governing board”

Pt VI, Line 7B

“Governance decisions are done by governing body”

Raw XML Appendix324 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0See Part III, 4a
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Will be furnished if requested
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The orginization has members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members are voted to a governing board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governance decisions are done by governing body
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 6
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015460
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059759
IRS990/TotalFunctionalExpensesGrp/TotalAmt075219
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04272797
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IRS990/TotalRevenueGrp/ExclusionAmt0241120
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04272797
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt019814 Timberwind Ln
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077094
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr Samuel A Winkelmann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02813928735
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Orthodontic Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ORTH
ReturnHeader/Filer/EIN0752740771
ReturnHeader/Filer/PhoneNum02813928735
ReturnHeader/Filer/USAddress/AddressLine1Txt019814 Timberwind Ln
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077094
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822713079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Crelin & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0830 S Mason Rd Ste B4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Katy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077450
ReturnHeader/PreparerPersonGrp/PhoneNum02813925665
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Crelin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-19T10:15:35-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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