Civic Intelligence

Dental Forum of Milwaukee Inc

EIN 82-2814871 • 501(c)3 • Milwaukee, WI

Profile

The organization's purpose includes the provision of high quality programming and continuing educational opportunities to advance the study of dentistry.

219 N Milwaukee Street Floor 5Milwaukee, WI 53202

dentalforumofmilwaukee.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

57%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$139,397

Up $11,635 (+9.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$139,397

Up $11,635 (+9.1%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Up

$99,728

Up $36,166 (+57%) from 2024

Expenses

Up

$88,093

Up $20,201 (+30%) from 2024

Net Income

Up

$11,635

Up $15,965 (+369%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$150K$100K$50K$0Assets 2018: $89,057Liabilities 2018: $552018Assets 2019: $99,520Liabilities 2019: $30Net Assets 2019: $99,4902019Assets 2020: $126,745Liabilities 2020: $30Net Assets 2020: $126,7152020Assets 2021: $127,374Liabilities 2021: $30Net Assets 2021: $127,3442021Assets 2022: $87,506Liabilities 2022: $80Net Assets 2022: $87,4262022Assets 2023: $132,092Liabilities 2023: $0Net Assets 2023: $132,0922023Assets 2024: $127,762Liabilities 2024: $0Net Assets 2024: $127,7622024Assets 2025: $139,397Liabilities 2025: $0Net Assets 2025: $139,3972025

Highlighted filing

2025

Assets$139,397
Liabilities$0
Net Assets$139,397
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$200K$100K$0-$100KRevenue 2018: $163,358Expenses 2018: $74,356Net Income 2018: $89,0022018Revenue 2019: $90,275Expenses 2019: $79,787Net Income 2019: $10,4882019Revenue 2020: $77,833Expenses 2020: $50,608Net Income 2020: $27,2252020Revenue 2021: $68,656Expenses 2021: $68,027Net Income 2021: $6292021Revenue 2022: $88,409Expenses 2022: $128,327Net Income 2022: -$39,9182022Revenue 2023: $147,914Expenses 2023: $103,248Net Income 2023: $44,6662023Revenue 2024: $63,562Expenses 2024: $67,892Net Income 2024: -$4,3302024Revenue 2025: $99,728Expenses 2025: $88,093Net Income 2025: $11,6352025

Highlighted filing

2025

Revenue$99,728
Expenses$88,093
Net Income$11,635
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,397
Liabilities
$0
Net assets
$139,397
Revenue
$99,728
Expenses
$88,093
Net income
$11,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.00$0.88$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.64$0.68$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.48$1.03$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.87$0.88$1.28$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.69$0.68$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.78$0.51$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$0.99$0.90$0.80$0.10
2018Summary only. Only limited summary data is available for this year.$0.89$0.00$1.63$0.74$0.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 21, 2026
Return Version
2024v5.5
Gross Receipts
$107,372
Mission and Program Overview

Mission

The organization's purpose includes the provision of high quality programming and continuing educational opportunities to advance the study of dentistry.

Program Services

DescriptionGrantsExpenses
DENTAL FORUM OF MILWAUKEE, INC. (THE "DENTAL FORUM"), IS FORMED FOR SCIENTIFIC AND EDUCATIONAL PURPOSES TO ADVANCE EXCELLENCE IN THE FIELD OF DENTISTRY AND THE PROVISION OF EDUCATION TO FOSTER SUCH EXCELLENCE. MEMBERS OF THE DENTAL FORUM ARE EACH MEMBERS OF THE AMERICAN DENTAL ASSOCIATION WHO HAVE GRADUATED FROM AN ACCREDITED SCHOOL OF DENTISTRY AND HAVE AT LEAST FIVE (5) YEARS OF EXPERIENCE IN THE FIELD OF DENTISTRY. THE ORGANIZATION WILL HOLD APPROXIMATELY SIX MEETINGS EACH CALENDAR YEAR FOR THE PURPOSE OF PROVIDING INFORMATION ON EDUCATIONAL TOPICS RELATED TO THE FIELD OF DENTISTRY. PRESENTATION MAY BE MADE BY MEMBERS OR INVITED GUESTS WHO ARE EXPERTS IN THEIR FIELD.$1,000$88,093
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR STEVE KOUTNIKPresident-$0--
DR SOFYA KATSPresident-Elect-$0--
DR BRIAN JAKUSZTreasurer-$0--
DR LYNDSAY KNOELLSecretary-$0--
DR ROBERT HAFNERSecretary -Elect-$0--
DR MEGGIE GRAHAMPast-President-$0--
Filing and Contact Details

Filer

Filer Name
Dental Forum of Milwaukee Inc
EIN
82-2814871
Phone
2622242597
Address
219 N MILWAUKEE STREET FLOOR 5, MILWAUKEE, WI 53202

Signing Officer

Name
Dr Brian Jakusz
Title
Treasurer
Phone
2622242597
Signed
2026-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
100 MARITIME DRIVE SUITE 2B, MANITOWOC, WI 54220
Preparer
Lacey Silbernagel
Phone
9206845500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 3,659.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: misc income. Amount: 200.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expenses. Amount: 51,933. Description: speakers. Amount: 32,610. Description: other expenses. Amount: 1,025. Description: insurance. Amount: 412. Total to form 990-ez, line 16: 85,980.”

Raw XML Appendix196 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/USAddress/CityNm0MILWAUKEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY -ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST-PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt0200
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PURPOSE INCLUDES THE PROVISION OF HIGH QUALITY PROGRAMMING AND CONTINUING EDUCATIONAL OPPORTUNITIES TO ADVANCE THE STUDY OF DENTISTRY.
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramServiceRevenueAmt012025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DENTAL FORUM OF MILWAUKEE, INC. (THE "DENTAL FORUM"), IS FORMED FOR SCIENTIFIC AND EDUCATIONAL PURPOSES TO ADVANCE EXCELLENCE IN THE FIELD OF DENTISTRY AND THE PROVISION OF EDUCATION TO FOSTER SUCH EXCELLENCE. MEMBERS OF THE DENTAL FORUM ARE EACH MEMBERS OF THE AMERICAN DENTAL ASSOCIATION WHO HAVE GRADUATED FROM AN ACCREDITED SCHOOL OF DENTISTRY AND HAVE AT LEAST FIVE (5) YEARS OF EXPERIENCE IN THE FIELD OF DENTISTRY. THE ORGANIZATION WILL HOLD APPROXIMATELY SIX MEETINGS EACH CALENDAR YEAR FOR THE PURPOSE OF PROVIDING INFORMATION ON EDUCATIONAL TOPICS RELATED TO THE FIELD OF DENTISTRY. PRESENTATION MAY BE MADE BY MEMBERS OR INVITED GUESTS WHO ARE EXPERTS IN THEIR FIELD.
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-3056
IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2022 AMOUNT: $ 25. 2024 AMOUNT: $ 200.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3,659.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISC INCOME. AMOUNT: 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING EXPENSES. AMOUNT: 51,933. DESCRIPTION: SPEAKERS. AMOUNT: 32,610. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,025. DESCRIPTION: INSURANCE. AMOUNT: 412. TOTAL TO FORM 990-EZ, LINE 16: 85,980.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR BRIAN JAKUSZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622242597
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DENTAL FORUM OF MILWAUKEE INC
ReturnHeader/Filer/BusinessNameControlTxt0DENT
ReturnHeader/Filer/EIN0822814871
ReturnHeader/Filer/PhoneNum02622242597
ReturnHeader/Filer/USAddress/AddressLine1Txt0219 N MILWAUKEE STREET FLOOR 5
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 MARITIME DRIVE SUITE 2B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANITOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054220
ReturnHeader/PreparerPersonGrp/PhoneNum09206845500
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LACEY SILBERNAGEL
ReturnHeader/ReturnTs02026-01-22T09:38:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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