Civic Intelligence

Pacific Coast Society of Orthodontists

990 • Fiscal year 2013 • EIN 94-6088896

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 20, 2014

Organization ProfileWWW.PCSORTHO.ORG
401 North Lindbergh Blvd63141

(314) 993-1700

Siviq Scores

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

Liabilities / Assets

58th percentile

0.26x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

69th percentile

0.36x

Higher debt load relative to revenue than 69% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Net Margin

91st percentile

23%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$18,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Asset Growth

87th percentile

25%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,652,596

Up $327,216 (+25%) from 2012

Net Assets

Up

$1,230,535

Up $277,119 (+29%) from 2012

Liabilities

Up

$422,061

Up $50,097 (+13%) from 2012

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin91st percentile

Revenue

$1,172,593

No earlier filing loaded for comparison.

Expenses

Down

$904,430

Down $67,896 (-7.0%) from 2012

Net Income

$268,163

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,024,855Liabilities 2010: $282,027Net Assets 2010: $742,8282010Assets 2011: $978,242Liabilities 2011: $274,325Net Assets 2011: $703,9172011Assets 2012: $1,325,380Liabilities 2012: $371,964Net Assets 2012: $953,4162012Assets 2013: $1,652,596Liabilities 2013: $422,061Net Assets 2013: $1,230,5352013Assets 2014: $2,146,422Liabilities 2014: $670,688Net Assets 2014: $1,475,7342014Assets 2015: $2,046,615Liabilities 2015: $512,611Net Assets 2015: $1,534,0042015Assets 2016: $2,098,356Liabilities 2016: $424,208Net Assets 2016: $1,674,1482016Assets 2017: $2,246,868Liabilities 2017: $316,678Net Assets 2017: $1,930,1902017Assets 2018: $2,457,693Liabilities 2018: $823,256Net Assets 2018: $1,634,4372018Assets 2019: $1,709,877Liabilities 2019: $276,649Net Assets 2019: $1,433,2282019Assets 2020: $2,031,422Liabilities 2020: $153,082Net Assets 2020: $1,878,3402020Assets 2021: $2,469,774Liabilities 2021: $277,501Net Assets 2021: $2,192,2732021Assets 2022: $2,016,659Liabilities 2022: $117,673Net Assets 2022: $1,898,9862022Assets 2023: $2,360,670Liabilities 2023: $139,876Net Assets 2023: $2,220,7942023Assets 2024: $2,552,141Liabilities 2024: $274,775Net Assets 2024: $2,277,3662024

Highlighted filing

2013

Assets$1,652,596
Liabilities$422,061
Net Assets$1,230,535
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,229,7652010Expenses 2011: $1,105,0492011Expenses 2012: $972,3262012Revenue 2013: $1,172,593Expenses 2013: $904,430Net Income 2013: $268,1632013Revenue 2014: $1,370,929Expenses 2014: $1,109,381Net Income 2014: $261,5482014Revenue 2015: $1,159,011Expenses 2015: $974,720Net Income 2015: $184,2912015Revenue 2016: $1,228,404Expenses 2016: $1,243,257Net Income 2016: -$14,8532016Revenue 2017: $1,114,175Expenses 2017: $1,044,433Net Income 2017: $69,7422017Revenue 2018: $1,279,264Expenses 2018: $1,354,312Net Income 2018: -$75,0482018Revenue 2019: $1,561,050Expenses 2019: $1,852,649Net Income 2019: -$291,5992019Revenue 2020: $695,580Expenses 2020: $509,281Net Income 2020: $186,2992020Revenue 2021: $872,313Expenses 2021: $526,053Net Income 2021: $346,2602021Revenue 2022: $1,622,300Expenses 2022: $1,641,677Net Income 2022: -$19,3772022Revenue 2023: $1,685,321Expenses 2023: $1,526,239Net Income 2023: $159,0822023Revenue 2024: $1,653,712Expenses 2024: $1,497,225Net Income 2024: $156,4872024

Highlighted filing

2013

Revenue$1,172,593
Expenses$904,430
Net Income$268,163
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 20, 2014
Return Version
2013v3.1
Gross Receipts
$1,439,293
Mission and Program Overview

Mission

To promote orthodontics, research in the field of orthodontics, encourage education standards in the field, and promote fraternal relationships among its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$569,734$824,692▲ $254,958
Investments in Publicly Traded Securities$709,800$748,416▲ $38,616
Prepaid Expenses and Deferred Charges$21,148$44,400▲ $23,252
Savings and Temporary Cash Investments$11,722$20,611▲ $8,889
Accounts Receivable$12,976$10,476▼ $2,500
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,325,380$1,652,596▲ $327,216
Other Assets Total-$4,001-
Liabilities
Deferred Revenue$228,220$285,631▲ $57,411
Other Liabilities$135,289$120,361▼ $14,928
Accounts Payable and Accrued Expenses$8,455$16,069▲ $7,614
Total Liabilities$371,964$422,061▲ $50,097
Net Assets / Fund Balance
Unrestricted Net Assets$953,416$1,230,535▲ $277,119
Total Net Assets Fund Balance$953,416$1,230,535▲ $277,119
Total Liabilities and Net Assets / Fund Balance$1,325,380$1,652,596▲ $327,216
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gerald NelsonEDITOR (former)PT$18,000$18,000
Pramod SinhaCommun EditorPT$6,000$6,000
Jae ParkBulletin EditorPT$3,333$3,333

Board Members and Trustees

NameTitle
Ron WolkDelega. Chair
Bryan WilliamsPast President
Ronald JaworPresident
Frank BeglinPresident Elect
Norman NagelAao Trustee
Andrew HarnerDirector
Devon JohnsonDirector
Jackie BunceDirector
Jay SchofieldDirector
John C GriffithsDirector
John WachtelDirector
Kamrin OlfertDirector
Kurt StormbergDirector
Michael PickardDirector
Paul HelpardDirector
Paul KasroveDirector
Robert MeisterDirector
Shawn RussettDirector
Tammy Chang-motookaDirector
Thomas BalesDirector
Tony CucalonDirector
Wanda ClaroDirector
Aaron MolenN&y Committee
Bryan HicksSec-treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,127,885
Investment Income
$37,508
Other Revenue
$7,200
Change in Net Assets
$268,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,172,593
Revenue Not Reported on Form 990
$8,956
Total Revenue per Audited Statements
$1,181,549
Total Revenue per Form 990
$1,172,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$877,097
Salaries, Compensation, and Employee Benefits$27,333
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$445,480--$445,480
Fees for Services Management-$149,350-$149,350
Current Officers, Directors, Trustees, and Key Employees$27,333--$27,333
Fees for Services Other$15,500--$15,500
Travel-$13,006-$13,006
Other Expenses$10,697$18,419-$10,697
Fees for Services Accounting-$9,800-$9,800
Insurance-$4,134-$4,134
All Other Expenses$745$1,938-$2,683
Fees for Service Investment Mgmnt Fees-$-1,041-$-1,041
Total Functional Expenses$708,201$196,229$0$904,430

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$904,430
Total Expenses per Audited Statements$904,430
Total Expenses per Form 990$904,430
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Aao$110,361
Pledges Payable - Aao Foundation$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“administer all of the managerial affairs of the society, including -- financial, membership, publications,communications,and meetings”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“the members of the society are orthodontists who are members of the american association of orthodontists that practice and/or reside in a territorial jurisdiction that includes us states and canadian provinces in the western section of north america. members are classified as follows: active, affiliated, academic, government service (military or civilian), retired, and honorary.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“directors are nominated and elected by component organizations ( territorial jurisdictions which are principally us state or canadian province orthodontists societies) in accordance with the procedures of each component organization. the president-elect and secretary-treasurer are nominated by the nominating and award committee 60 days prior to the annual session. the general assembly elects these positions at the annual session.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the organization's director of finance, executive director, and board of directors prior to being signed and filed with the irs.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“the society has a written conflict of interest policy which is required to be completed and signed by each member of the board of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Information including the organization's bylaws and policies are available upon request. Upon request a copy of the organization's tax return (form 990) will be made available for inspection for a period of three years from the due date it is required to be filed.”

Filing and Contact Details

Filer

EIN
94-6088896
Phone
3149931700

Signing Officer

Name
Jill Nowak
Title
Director of Finance
Signed
2014-03-20
Discuss with paid preparer
Yes

Organization Details

Formed
1962
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
0

Preparer

Preparer
Robert B Offerman CPA
Phone
6365329525
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SEC-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3AAO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BULLETIN EDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,652,596
Liabilities
$422,061
Net assets
$1,230,535
Revenue
$1,172,593
Expenses
$904,430
Net income
$268,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.27$2.28$1.65$1.50$0.16
2023Summary only. Only limited summary data is available for this year.$2.36$0.14$2.22$1.69$1.53$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.12$1.90$1.62$1.64$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.28$2.19$0.87$0.53$0.35
2020Summary only. Only limited summary data is available for this year.$2.03$0.15$1.88$0.70$0.51$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.28$1.43$1.56$1.85$0.29
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.82$1.63$1.28$1.35$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.32$1.93$1.11$1.04$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.42$1.67$1.23$1.24$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.51$1.53$1.16$0.97$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.67$1.48$1.37$1.11$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.65$0.42$1.23$1.17$0.90$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.37$0.95$0.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.27$0.70$1.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.28$0.74$1.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)6 • $1M-$5M nonprofits