Civic Intelligence

Dr R G Wick Alexander Foundation for Orthodontic Research & Educatio

990EZ • Fiscal year 2016 • EIN 75-2840046

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 15, 2017

Organization ProfileN/A
840 West MitchellArlington, TX 76013

(817) 277-3232

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$259,142

Down $5,315 (-2.0%) from 2015

Net Assets

Down

$259,142

Down $5,315 (-2.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Up

$84,703

Up $30,824 (+57%) from 2015

Expenses

Up

$90,018

Up $72,897 (+426%) from 2015

Net Income

Down

-$5,315

Down $42,073 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2010: $224,714Net Assets 2010: $224,7142010Assets 2011: $221,497Net Assets 2011: $221,4972011Assets 2012: $254,033Net Assets 2012: $254,0332012Assets 2013: $237,988Net Assets 2013: $237,9882013Assets 2014: $227,699Net Assets 2014: $227,6992014Assets 2015: $264,457Net Assets 2015: $264,4572015Assets 2016: $259,142Net Assets 2016: $259,1422016Assets 2017: $178,100Liabilities 2017: $0Net Assets 2017: $178,1002017Assets 2018: $202,461Liabilities 2018: $0Net Assets 2018: $202,4612018

Highlighted filing

2016

Assets$259,142
Liabilities-
Net Assets$259,142
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2010: $52,112Expenses 2010: $27,419Net Income 2010: $24,6932010Revenue 2011: $32,840Expenses 2011: $36,057Net Income 2011: -$3,2172011Revenue 2012: $74,870Expenses 2012: $42,334Net Income 2012: $32,5362012Revenue 2013: $43,266Expenses 2013: $59,311Net Income 2013: -$16,0452013Revenue 2014: $5,732Expenses 2014: $15,031Net Income 2014: -$9,2992014Revenue 2015: $53,879Expenses 2015: $17,121Net Income 2015: $36,7582015Revenue 2016: $84,703Expenses 2016: $90,018Net Income 2016: -$5,3152016Revenue 2017: $85,941Expenses 2017: $166,983Net Income 2017: -$81,0422017Revenue 2018: $25,216Expenses 2018: $855Net Income 2018: $24,3612018

Highlighted filing

2016

Revenue$84,703
Expenses$90,018
Net Income-$5,315
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$84,703
Mission and Program Overview

Mission

Orthodontic research & education

Program Services

DescriptionGrantsExpenses
ORTHODONTIC SEMINARS,TRAINING, AND SALE OF BOOKS AND DVD'S-$90,018
PROVIDE ORTHODONTIC EDUCATION & RESEARCH--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR R G ALEXANDERPresident-$0--
DR CHARLES ALEXANDERVice Pres-$0--
DR J MOODY ALEXANDERVice Pres-$0--
SHANNA A ARGOTESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Dr R G Wick Alexander Foundation
EIN
75-2840046
Phone
8172773232
Address
840 WEST MITCHELL, ARLINGTON, TX 76013

Signing Officer

Name
Dr R G Alexander
Title
President
Phone
8172773232
Signed
2017-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Howard Cunningham Houchin & Turner Llp
Address
6901 QUAKER AVE STE 100, LUBBOCK, TX 79413
Preparer
M Dan Howard CPA
Phone
8067996699
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Book sales and other 7,102 total 7,102”

Form 990-ez, Part I, Line 16

“Expenses seminar expenses 61,367 credit card fees 9,034 contract labor 5,194 office expenses 4,533 book purchases 9,890 total 90,018”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 11,225 11,225 prepaid expenses and deferred charges 0 5,030 computer web site 0 45,530 total 11,225 61,785”

Form 990-ez, Part III, Line 31

“Orthodontic seminars,training, and sale of books and dvd's”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DR R G ALEXANDER
IRS990EZ/BooksInCareOfDetail/PhoneNum08172773232
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0840 WEST MITCHELL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076013
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0253232
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0197357
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024079
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5315
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0264457
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0259142
IRS990EZ/GrossReceiptsAmt084703
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03161
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0264457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0259142
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0264457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0259142
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR R G ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR CHARLES ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR J MOODY ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNA A ARGOTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011225
IRS990EZ/OtherAssetsTotalDetail/EOYAmt061785
IRS990EZ/OtherExpensesTotalAmt090018
IRS990EZ/OtherRevenueTotalAmt07102
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORTHODONTIC RESEARCH & EDUCATION
IRS990EZ/ProgramServiceRevenueAmt050361
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ORTHODONTIC EDUCATION & RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ORTHODONTIC SEMINARS,TRAINING, AND SALE OF BOOKS AND DVD'S
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt090018
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt090018
IRS990EZ/TotalProgramServiceExpensesAmt090018
IRS990EZ/TotalRevenueAmt084703
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04228
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018881
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt060624
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59880
IRS990ScheduleA/PublicSupportPY170Pct00.51160
IRS990ScheduleA/PublicSupportTotal170Amt059525
IRS990ScheduleA/SubstantialContributorsTotAmt021004
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt080529
IRS990ScheduleA/TotalSupportAmt099410
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK SALES AND OTHER 7,102 TOTAL 7,102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SEMINAR EXPENSES 61,367 CREDIT CARD FEES 9,034 CONTRACT LABOR 5,194 OFFICE EXPENSES 4,533 BOOK PURCHASES 9,890 TOTAL 90,018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 11,225 11,225 PREPAID EXPENSES AND DEFERRED CHARGES 0 5,030 COMPUTER WEB SITE 0 45,530 TOTAL 11,225 61,785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORTHODONTIC SEMINARS,TRAINING, AND SALE OF BOOKS AND DVD'S
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR R G ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08172773232
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR R G WICK ALEXANDER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR ORTHODONTIC RESEARCH & EDUCATIO
ReturnHeader/Filer/BusinessNameControlTxt0DRRG
ReturnHeader/Filer/EIN0752840046
ReturnHeader/Filer/PhoneNum08172773232
ReturnHeader/Filer/USAddress/AddressLine1Txt0840 WEST MITCHELL
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BCC5CE3F7A17AA6CF1648891B99A19EE3DB2B25B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D226E48AC55866F311A0729D7F6C4B618FF2194E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751780054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD CUNNINGHAM HOUCHIN & TURNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06901 QUAKER AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079413
ReturnHeader/PreparerPersonGrp/PhoneNum08067996699
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M DAN HOWARD CPA
ReturnHeader/ReturnTs02017-11-13T15:48:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,142
Liabilities
-
Net assets
$259,142
Revenue
$84,703
Expenses
$90,018
Net income
-$5,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.25$0.01$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.86$1.67$0.81
2016Detailed filing. Detailed filing data is available for this year.$2.59$2.59$0.85$0.90$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.54$0.17$0.37
2014Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.06$0.15$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.43$0.59$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$2.54$0.75$0.42$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$2.21$0.33$0.36$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$2.25$0.52$0.27$0.25