Civic Intelligence

Dr R G Wick Alexander Foundation for Orthodontic Research & Educatio

990EZ • Fiscal year 2018 • EIN 75-2840046

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$202,461

Up $24,361 (+14%) from 2017

Net Assets

Up

$202,461

Up $24,361 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$25,216

Down $60,725 (-71%) from 2017

Expenses

Down

$855

Down $166,128 (-99%) from 2017

Net Income

Up

$24,361

Up $105,403 (+130%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$202,461
Liabilities$0
Net Assets$202,461

Operations Trend

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

2018

Revenue$25,216
Expenses$855
Net Income$24,361
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$28,470
Mission and Program Overview

Mission

Orthodontic research & education

See Schedule O

Program Services

DescriptionGrantsExpenses
No program service activity in 2018.-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr R G AlexanderPresident-$0--
Dr Charles AlexanderVice-President-$0--
Dr J Moody AlexanderVice-President-$0--
Shanna A ArgoteSecretary-$0--
Dr Cliff AlexanderBoard Member-$0--
Dr Yasuhiko AsaiBoard Member-$0--
DR LUis BATRESBoard Member-$0--
Dr Remo BenedettiBoard Member-$0--
Dr Tucker HaltomBoard Member-$0--
Dan HowardBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Dr R G Wick Alexander Foundation
EIN
75-2840046
In Care Of
% DR RG ALEXANDER
Phone
8172773232
Address
840 West Mitchell, Arlington, TX 76013

Signing Officer

Name
Dr Rg Alexander
Title
President
Phone
8172773232
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
3200 Riverfront Drive Suite 200, Fort Worth, TX 76107
Preparer
Alison Williams
Phone
8173322301
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III

Primary Exempt Purpose: To teach and serve the orthodontic community through an evidence based application that will yield improvements in health, self-esteem and quality of life to all involved.

Form 990-EZ, Part V

The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.

Form 990EZ Part I Line 8

Description:ROYALTY INCOME Amount:21195

Form 990EZ Part I Line 8

Description:MISCELLANOUS Amount:982

Form 990EZ Part I Line 16

Description:MERCHANT FEES Amount:223

Form 990EZ Part II Line 24

Description:EDWARD JONES INVESTMENT BOY Amount:4078 EOY Amount:4126

Form 990EZ Part II Line 24

Description:NOTE RECEIVABLE - AD DIGITAL BOY Amount:112826 EOY Amount:37826

Form 990EZ Part II Line 24

Description:DUE FROM AD DIGITAL BOY Amount:1282 EOY Amount:1282

Raw XML Appendix212 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08172773232
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arlington
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051945
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dr R G Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dr Charles Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dr J Moody Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shanna A Argote
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dr Cliff Alexander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dr Yasuhiko Asai
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dr Remo Benedetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Dr Tucker Haltom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Dan Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9board member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0126155
IRS990EZ/OtherAssetsTotalDetail/EOYAmt051166
IRS990EZ/OtherExpensesTotalAmt0223
IRS990EZ/OtherRevenueTotalAmt022177
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0No program service activity in 2018.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01700
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03109
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033129
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt096341
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03973
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04215
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt07102
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0772
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016062
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40239
IRS990ScheduleA/PublicSupportPY170Pct00.45280
IRS990ScheduleA/PublicSupportTotal170Amt063870
IRS990ScheduleA/SubstantialContributorsTotAmt045665
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Primary Exempt Purpose: To teach and serve the orthodontic community through an evidence based application that will yield improvements in health, self-esteem and quality of life to all involved.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly or indirectly, on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:ROYALTY INCOME Amount:21195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:MISCELLANOUS Amount:982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:MERCHANT FEES Amount:223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:EDWARD JONES INVESTMENT BOY Amount:4078 EOY Amount:4126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:NOTE RECEIVABLE - AD DIGITAL BOY Amount:112826 EOY Amount:37826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:DUE FROM AD DIGITAL BOY Amount:1282 EOY Amount:1282
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR RG ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08172773232
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dr R G Wick Alexander Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0For Orthodontic Research & Education
ReturnHeader/Filer/BusinessNameControlTxt0DRRG
ReturnHeader/Filer/EIN0752840046
ReturnHeader/Filer/InCareOfNm0% DR RG ALEXANDER
ReturnHeader/Filer/PhoneNum08172773232
ReturnHeader/Filer/USAddress/AddressLine1Txt0840 West Mitchell
ReturnHeader/Filer/USAddress/CityNm0Arlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E39D6C905AD391CFB07BA012764169A377D74362
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01A8941F94A9C0F97BC33935E3BC2155C1741F097
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId080538020193185000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03200 Riverfront Drive Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08173322301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alison Williams
ReturnHeader/ReturnTs02019-11-14T16:04:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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