2024-03-29T13:51:21-05:00 2023-12-31 363168081 SIKICH LLP 12655 OLIVE BLVD SUITE 200 ST LOUIS MO 63141 990 2023-01-01 366128451 MIDWESTERN SOCIETY OF ORTHODONTISTS MIDW 6367453008 2131 MEADOW VALLEY DRIVE INNSBROOK MO 63390 NELLIE KIM-WEROHA PRESIDENT 7734693908 2024-03-26 1 NELLIE KIM-WEROHA 999009999 1 BRIDGETTE MUGGE P00671418 3142757277 2024-03-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DR D SPENCER POPE 19815 GOVERNORS HWY STE 1 FLOSSMOOR IL 604224388 320326 0 X WWW.MSORTHO.ORG X 1966 IL THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO), AS A CONSTITUENT OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS (AAO), SUPPORTS THE MISSION OF THE AAO BY PROVIDING RESOURCES, COMMUNICATION, AND LEADERSHIP, WHILE SERVING AS A VOICE FOR ITS COMPONENT SOCIETIES AND INDIVIDUAL MEMBERS. 13 13 0 30 0 0 0 0 153313 311206 8007 9120 0 0 161320 320326 3250 3675 0 0 0 0 0 0 0 279467 359618 282717 363293 -121397 -42967 358103 315136 0 0 358103 315136 THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO), AS A CONSTITUENT OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS (AAO), SUPPORTS THE MISSION OF THE AAO BY PROVIDING RESOURCES, COMMUNICATION, AND LEADERSHIP, WHILE SERVING AS A VOICE FOR ITS COMPONENT SOCIETIES AND INDIVIDUAL MEMBERS. 0 0 ANNUAL SCIENTIFIC CONTINUING EDUCATION SESSION, HELD IN THE FALL OF EACH YEAR, OPEN TO MEMBERS OF THE ORGANIZATION. MEETINGS OF THE BOARD OF DIRECTORS TO HELP FORM POLICIES THAT BENEFIT ITS MEMBERS THE PRACTICE OF ORTHODONTICS, TO BE PRESENTED TO THE ANNUAL MEETING OF THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO) DELEGATION FROM THE ORGANIZATION SENT TO THE ANNUAL MEETING OF THE MSO WHERE POLICIES ARE PRESENTED TO THE MSO FOR VOTE. SPECIAL PROGRAM SUPPORT TO PROFESSIONAL GROUPS WITHIN THE ORTHODONTIC COMMUNITY. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X BURMEISTER & ASSOCIATES INC 6367453008 2131 MEADOW VALLEY DRIVE INNSBROOK MO 63390 X SPENCER POPE PRESIDENT (START 10/23) 1.00 X X 0 0 0 NELLIE KIM-WEROHA PRESIDENT (THRU 10/23) 1.00 X X 0 0 0 MICHAEL LAFERLA DIRECTOR/ PRESIDENT-ELECT (START 10/23) 1.00 X X 0 0 0 EMILY WILLETT DIRECTOR/ SECRETARY TREASURER (START 10/23) 1.00 X X 0 0 0 DANIEL KEITH SECRETARY TREASURER (THRU 10/23) 1.00 X X 0 0 0 MIKE DURBIN TRUSTEE TO THE AAO 2.00 X X 0 0 0 KERI BARROW DIRECTOR 1.00 X 0 0 0 MELISSA BERNHARDT DIRECTOR 1.00 X 0 0 0 ESTEE WANG DIRECTOR 1.00 X 0 0 0 BRONWEN RICHARDS DIRECTOR (START 10/23) 1.00 X 0 0 0 CAROLINA FROTA DIRECTOR (START 10/23) 1.00 X 0 0 0 JOHN FIRTH DIRECTOR (START 10/23) 1.00 X 0 0 0 JOHN KITTLESON DIRECTOR (START 10/23) 1.00 X 0 0 0 SUMIT YADAV DIRECTOR (START 10/23) 1.00 X 0 0 0 EMERSON EHLIS DIRECTOR (START 10/23) 1.00 X 0 0 0 FABIO PINHEIRO DIRECTOR (THRU 10/23) 1.00 X 0 0 0 ANNE RICHARDS DIRECTOR (THRU 10/23) 1.00 X 0 0 0 MIKE MASLOWSKI DIRECTOR (THRU 10/23) 1.00 X 0 0 0 KRISTI BURMEISTER EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 1 BURMEISTER & ASSOCIATES INC 2131 MEADOW VALLEY DRIVE INNSBROOK MO 63390 MANAGEMENT 153000 1 MEMBERSHIP DUES 541900 148973 148973 ANNUAL MEETING REVENUE 541900 144733 144733 CORPORATE SPONSORSHIPS 541900 17500 17500 311206 9120 9120 320326 311206 0 9120 1225 2450 153000 6325 6317 3016 44632 109225 1178 FOOD AND BEVERAGE 19203 BANK AND CREDIT CARD FE 7937 DUES BILLING CHARGE 4108 MISCELLANEOUS 3642 1035 363293 119045 67029 239058 248107 358103 315136 0 0 X 358103 315136 358103 315136 358103 315136 -42967 0 X 1 X 0 0 0 1 0 0 0 0 0 FORM 990, PART VII, LINE 5: KRISTI BURMEISTER IS COMPENSATED BY BURMEISTER & ASSOCIATES, INC FOR SERVICES RENDERED AS EXECUTIVE DIRECTOR TO THE ORGANIZATION. COMPENSATION OF $26,400 FOR THESE SERVICES IS INCLUDED IN THE TOTAL MANAGEMENT FEE OF $153,000. BURMEISTER & ASSOCIATES INC 35% OWNED BUSINESS OF EXECUTIVE DIRECTOR 153000 MANAGEMENT FEE 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THIS SOCIETY SHALL BE COMPRISED OF ORTHODONTISTS WHO PRIMARILY RESIDE, OR MAINTAIN/LAST MAINTAINED A PRINCIPAL PRACTICE LOCATION AT THE ELECTION OF THE APPLICANT, EXCEPT AS OTHERWISE PROVIDED BELOW. THE ELIGIBILITY REQUIREMENTS SHALL BE THOSE AS SPECIFIED IN THE BYLAWS OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS FOR THE RESPECTIVE CATEGORIES OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A A DIRECTOR SHALL BE NOMINATED AND ELECTED BY THE COMPONENT ORGANIZATION IN ACCORDANCE WITH THE PROCEDURES OF SUCH ORGANIZATION. THE SECRETARY OF SUCH ORGANIZATION SHALL PROMPTLY REPORT THE ELECTION OF SUCH DIRECTOR TO THE SECRETARY-TREASURER OF THIS SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE PREPARED 990 IS SENT TO THE EXECUTIVE DIRECTOR FOR REVIEW AND APPROVAL. IF NO CHANGES ARE NECESSARY, IT IS FORWARDED ON TO THE PRESIDENT FOR REVIEW AND FINAL APPROVAL. UPON FINAL APPROVAL, THE PRESIDENT SIGNS THE EFILE AUTHORIZATION FOR AND RETURNS IT TO THE RETURN PREPARER'S OFFICE FOR THE RETURN TO PROCESSED AND EFILED WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS SERVING ON BEHALF OF THE MSO, INCLUDING SPEAKERS AT THE ANNUAL SESSION, SHALL AT ALL TIMES ACT IN A MANNER CONSISTENT WITH THEIR LEGAL AND ETHICAL RESPONSIBILITIES AND SHALL EXERCISE PARTICULAR CARE THAT NO DETRIMENT TO THE ASSOCIATION RESULTS FROM CONFLICTS BETWEEN THEIR INTERESTS AND THOSE OF THE ASSOCIATION. IF AN INDIVIDUAL BELIEVES HE/SHE MAY HAVE A CONFLICT OF INTEREST, THAT INDIVIDUAL SHALL PROMPTLY AND FULLY DISCLOSE THE POSSIBLE CONFLICT AND SHALL REFRAIN FROM PARTICIPATING IN ANY MATTER WHICH THE POSSIBLE CONFLICT RELATES UNTIL AND UNLESS ANY SUCH POSSIBLE CONFLICT HAS BEEN SATISFACTORILY RESOLVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON SPECIFIC REQUEST. THE APPLICABLE MATERIALS ARE EITHER MAILED OR EMAILED TO THE REQUESTING PERSON, OR THE DOCUMENTS AND/OR MATERIALS ARE AVAILABLE FOR INSPECTION AT THE OFFICE OF THE ORGANIZATION DURING NORMAL BUSINESS HOURS.