Civic Intelligence

Utah Association of Orthodontics

EIN 87-0507265 • 501(c)6 • Cedar Hills, UT

Profile

Advocating for the orthodontics profession and providing professional education.

4587 W Cedar Hills Dr 200Cedar Hills, UT 84602

n/A

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 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

6.7%

Higher net margin than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

54th percentile

0.7%

Faster asset growth than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

6.6%

Faster revenue growth than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$179,648

Up $1,213 (+0.7%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$179,648

Up $1,213 (+0.7%) from 2023

Revenue

Up

$18,022

Up $1,121 (+6.6%) from 2023

Expenses

Up

$16,809

Up $8,546 (+103%) from 2023

Net Income

Down

$1,213

Down $7,425 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $180,281Liabilities 2011: $02011Assets 2012: $174,190Net Assets 2012: $174,1902012Assets 2013: $176,756Net Assets 2013: $176,7562013Assets 2014: $182,163Net Assets 2014: $182,1632014Assets 2015: $126,544Net Assets 2015: $126,5442015Assets 2016: $158,595Net Assets 2016: $158,5952016Assets 2017: $128,393Net Assets 2017: $128,3932017Assets 2018: $114,824Net Assets 2018: $114,8242018Assets 2019: $108,931Net Assets 2019: $108,9312019Assets 2020: $117,312Net Assets 2020: $117,3122020Assets 2021: $150,275Net Assets 2021: $150,2752021Assets 2022: $169,797Net Assets 2022: $169,7972022Assets 2023: $178,435Net Assets 2023: $178,4352023Assets 2024: $179,648Liabilities 2024: $0Net Assets 2024: $179,6482024

Highlighted filing

2024

Assets$179,648
Liabilities$0
Net Assets$179,648

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $106,309Expenses 2011: $66,006Net Income 2011: $40,3032011Revenue 2012: $101,105Expenses 2012: $107,196Net Income 2012: -$6,0912012Revenue 2013: $96,394Expenses 2013: $94,139Net Income 2013: $2,2552013Revenue 2014: $104,235Expenses 2014: $98,828Net Income 2014: $5,4072014Revenue 2015: $92,690Expenses 2015: $148,309Net Income 2015: -$55,6192015Revenue 2016: $89,705Expenses 2016: $57,654Net Income 2016: $32,0512016Revenue 2017: $79,896Expenses 2017: $110,099Net Income 2017: -$30,2032017Revenue 2018: $93,901Expenses 2018: $107,469Net Income 2018: -$13,5682018Revenue 2019: $94,665Expenses 2019: $100,557Net Income 2019: -$5,8922019Revenue 2020: $101,914Expenses 2020: $93,535Net Income 2020: $8,3792020Revenue 2021: $58,986Expenses 2021: $26,022Net Income 2021: $32,9642021Revenue 2022: $45,772Expenses 2022: $25,050Net Income 2022: $20,7222022Revenue 2023: $16,901Expenses 2023: $8,263Net Income 2023: $8,6382023Revenue 2024: $18,022Expenses 2024: $16,809Net Income 2024: $1,2132024

Highlighted filing

2024

Revenue$18,022
Expenses$16,809
Net Income$1,213

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.18$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.78$1.78$0.17$0.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.70$1.70$0.46$0.25$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.59$0.26$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.02$0.94$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.95$1.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.15$1.15$0.94$1.07$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.80$1.10$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.90$0.58$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.93$1.48$0.56
2014Detailed filing. Detailed filing data is available for this year.$1.82$1.82$1.04$0.99$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.96$0.94$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$1.74$1.01$1.07$0.06
2011Summary only. Only limited summary data is available for this year.$1.80$0.00$1.06$0.66$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$18,022
Mission and Program Overview

Mission

Marketing to raise awareness of orthodontic profession. Professional education.

Advocating for the orthodontics profession and providing professional education.

Program Services

DescriptionGrantsExpenses
Annual meeting to provide continuing education to members and make plans to advocate to improve the orthodontics profession.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dallin HarrisPresident-$0--
Tony SkanchyVendor Relations-$0--
Chris FanelliTreasurer-$0--
Andrew WellingSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Utah Association of Orthodontics
EIN
87-0507265
Phone
7177252453
Address
4587 W Cedar Hills Dr 200, Cedar Hills, UT 84602

Signing Officer

Name
Christopher Fanelli
Title
Treasurer
Phone
7177252453
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Squire & Company
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Supplemental Narrative

Additional Explanations

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

Description: Interest income. Amount: 2,266.

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

Description: Annual meeting. Amount: 1,866.

Raw XML Appendix109 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum07177252453
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04587 W Cedar Hills Dr 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cedar Hills
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0178435
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0179648
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01213
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014943
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178435
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0179648
IRS990EZ/GrossReceiptsAmt018022
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02266
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt06024
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0178435
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0179648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0178435
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0179648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dallin Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tony Skanchy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chris Fanelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrew Welling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vendor Relations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01866
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Advocating for the orthodontics profession and providing professional education.
IRS990EZ/ProgramServiceRevenueAmt09732
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annual meeting to provide continuing education to members and make plans to advocate to improve the orthodontics profession.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt016809
IRS990EZ/TotalRevenueAmt018022
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 2,266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Annual meeting. Amount: 1,866.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Fanelli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07177252453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Utah Association of Orthodontics
ReturnHeader/Filer/BusinessNameControlTxt0UTAH
ReturnHeader/Filer/EIN0870507265
ReturnHeader/Filer/PhoneNum07177252453
ReturnHeader/Filer/USAddress/AddressLine1Txt04587 W Cedar Hills Dr 200
ReturnHeader/Filer/USAddress/CityNm0Cedar Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Squire & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 S 800 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084097
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Paul Winward
ReturnHeader/ReturnTs02025-10-07T08:21:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.