Nonprofit · EIN 43-6043226
ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION
Tax-exempt · SAINT LOUIS, MO 63104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $222,816 | $185,809 | $37,007 | $1,198,030 | $0 | $1,198,030 |
| December 31, 2023 | 990 | $597,977 | $210,427 | $387,550 | $1,053,617 | $0 | $1,053,617 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $73,750
- Program service revenue
- $103,513
- Investment income
- $45,553
- Net gain from sales of assets
- $23,094
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $26,100
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $46,667
- Salaries, compensation and benefits (total)
- $49,878
- Professional fundraising fees
- $0
- Accounting fees
- $6,176
- Travel
- $1,797
- Program services (functional)
- $139,462
- Management and general (functional)
- $46,347
Balance sheet and other
- Total assets, start of year
- $1,053,617
- Total assets, end of year
- $1,198,030
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,198,030
- Publicly traded securities
- $688,812
- Gross receipts
- $747,167
- Employees
- 1
- Volunteers
- 14
- Year formed
- 1958
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR KEVIN WALDE | Executive Dir. Trustee or director | 5 | $0 |
| DR ANDREW HAYES | President Trustee or director, Officer | 1 | $0 |
| DR J WESLEY FLEMING | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DR GRAHAM JONES | Vice President Trustee or director, Officer | 1 | $0 |
| DR HEIDI M BUTTS | SECRETARY/TREAS Trustee or director, Officer | 1 | $0 |
| DR SAMUEL I GENTRY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRIAN WARD | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRADLEY SIMISTER | BOARD MEMBER Trustee or director | 1 | $0 |
| DR PATRICK F FOLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR CHRISTOPHER A O'ROURKE | BOARD MEMBER Trustee or director | 1 | $0 |
| DR COURTLAND DRAKE | BOARD MEMBER Trustee or director | 1 | $0 |
| DR EVAN PERKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRYN COOPER | BOARD MEMBER Trustee or director | 1 | $0 |
| DR KENNETH B ROWAN | DIR OF FINANCE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR KEVIN WALDE | Executive Dir. Trustee or director | 5 | $0 |
| DR ANDREW HAYES | President Trustee or director, Officer | 1 | $0 |
| DR J WESLEY FLEMING | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| DR GRAHAM JONES | Vice President Trustee or director, Officer | 1 | $0 |
| DR HEIDI M BUTTS | SECRETARY/TREAS Trustee or director, Officer | 1 | $0 |
| DR SAMUEL I GENTRY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRIAN WARD | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRADLEY SIMISTER | BOARD MEMBER Trustee or director | 1 | $0 |
| DR PATRICK F FOLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DR CHRISTOPHER A O'ROURKE | BOARD MEMBER Trustee or director | 1 | $0 |
| DR COURTLAND DRAKE | BOARD MEMBER Trustee or director | 1 | $0 |
| DR EVAN PERKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| DR BRYN COOPER | BOARD MEMBER Trustee or director | 1 | $0 |
| DR KENNETH B ROWAN | DIR OF FINANCE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3320 RUTGER ST, SAINT LOUIS, MO 63104-1122
- Principal officer (990 for 2024)
- DR KEVIN WALDE, 3320 RUTGER ST, ST LOUIS, MO 631041122
- Signed the 990
- DR KEVIN WALDE, Executive Dir.
- Phone
- (314) 977-8366
- Website
- www.oerfstl.org
- Return prepared by
- Hoelscher & Bruns LLC
Mission
To provide for the advancement, promotion, and encouragement of education and research in orthodontics and associated fields of dentistry.
Program accomplishments
- To foster and advance orthodontic education and research and to promote the clinical practice of orthodontics, performed through the annual meeting and related programs.Expenses $139,462 · grants $26,100 · revenue $103,513
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-6043226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1959
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B52Z)
- Assets (IRS master file)
- $1,198,030
- Income (IRS master file)
- $747,167
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $222,816 | $185,809 | $1,198,030 | XML |
| 990 | December 2023 | $597,977 | $210,427 | $1,053,617 | XML |
| 990 | December 2022 | $139,930 | $171,204 | $540,327 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6043226).
Questions about ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION
- What is the EIN of ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION?
- The employer identification number (EIN) of ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION is 43-6043226.
- Is ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2024 names DR KEVIN WALDE.
- Who are the officers and directors of ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does ORTHODONTIC EDUCATION AND RESEARCH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $222,816, expenses of $185,809 and total assets of $1,198,030 at year end.
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