Nonprofit · EIN 75-2740771
ORTHODONTIC FOUNDATION INC
Tax-exempt · HOUSTON, TX 77094
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $287,355 | $98,456 | $188,899 | $4,461,696 | $0 | $4,461,696 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $97,241
- Program service revenue
- $0
- Investment income
- $190,114
- Net gain from sales of assets
- $93,163
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $62,271
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,550
- Program services (functional)
- $62,271
- Management and general (functional)
- $36,185
Balance sheet and other
- Total assets, start of year
- $4,272,797
- Total assets, end of year
- $4,461,696
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,461,696
- Publicly traded securities
- $4,375,701
- Gross receipts
- $2,536,069
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- TX
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Sam Winkelmann | Treasurer Trustee or director, Officer | 1 | $0 |
| Dr Audrey Moon | Secretary Trustee or director, Officer | 1 | $0 |
| Dr Randy Ellis | President Trustee or director, Officer | 1 | $0 |
| Dr Lacey Harris | Secretary Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 19814 TIMBERWIND LN, HOUSTON, TX 77094-3002
- In care of
- % SAM WINKELMANN
- Principal officer (990 for 2025)
- Dr Samuel A Winkelmann, 19814 Timberwind Ln, Houston, TX 77094
- Signed the 990
- Dr Samuel A Winkelmann, Treasurer
- Phone
- (281) 392-8735
- Return prepared by
- Crelin & Associates CPAs
Mission
To foster advancements in the art & science of orthodontics through clinical research & publishing, to fund educational activities at Univ. of Texas orthodontics dept., by providing facilities & eqpt., research projects, guest speakers, seminars, and endeavors.
Program accomplishments
- IN FURTHERING THE ORTHODONTICS EDUCATIONAL ACTIVITIES, CONTRIBUTIONS OF 43,900 WERE MADE TO ??? STUDENTS FOR TRAVEL, FEES, AND EXPENSES OF ATTENDING TESTING SESSIONS AND SEMINARS TO BETTER LEARN ADVANCED ORTHODONTIC TECHNIQUES.Expenses $43,900 · grants $43,900
- IN FURTHERING THE ORTHODONTICS EDUCATIONAL ACTIVITIES, $838.00 WAS PAID FOR BANK FEES FOR PAYPAL, AND #17,533.00 WAS PAID FOR TRAVEL AND MEALS FOR INTERVIEWING POTENTIAL APPLICANTS.Expenses $18,371 · grants $18,371
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 | 990 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
- 75-2740771
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $4,461,696
- Income (IRS master file)
- $2,536,069
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $120,321 | $80,591 | $4,052,525 | IRS |
| 990 | December 2022 | $731,317 | $90,120 | $3,942,211 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ORTHODONTIC FOUNDATION INC
- What is the EIN of ORTHODONTIC FOUNDATION INC?
- The employer identification number (EIN) of ORTHODONTIC FOUNDATION INC is 75-2740771.
- Is ORTHODONTIC FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ORTHODONTIC FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHODONTIC FOUNDATION INC 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 FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHODONTIC FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ORTHODONTIC FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names Dr Samuel A Winkelmann.
- Who are the officers and directors of ORTHODONTIC FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ORTHODONTIC FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $287,355, expenses of $98,456 and total assets of $4,461,696 at year end.
Other nonprofits in HOUSTON
- BAYLOR COLLEGE OF MEDICINE EIN 74-1613878 · last filed 990 for 2025
- WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 · last filed 990 for 2025
- HARMONY PUBLIC SCHOOLS EIN 76-0615245 · last filed 990 for 2025
- KIPP TEXAS INC EIN 01-0639602 · last filed 990 for 2025
- THE FOUNDATION EIN 92-0742101 · last filed 990 for 2025
- YES PREP PUBLIC SCHOOLS INC EIN 76-0563835 · last filed 990 for 2025
- UNIVERSITY OF ST THOMAS EIN 74-1277664 · last filed 990 for 2025
- KINKAID SCHOOL INC EIN 76-0295523 · last filed 990 for 2025