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California State Society Of Orthodontists

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$348k (2023)

Expenses
$301k (2023)

Total Assets
$2.25M (2023)

Total Liabilities
$38.8k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$347,899
Expenses
$301,471
Net Income
$46,428
Net Assets
$2,210,758
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,250
16.2%
Program Services $170,187
48.9%
Investment Income $59,248
17.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,348
0.7%
Net Inventory Sales $48,265
13.9%
Other Revenue $11,601
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $500
0.2%
Assets/Debt
Total Assets $2,249,584
Total Liabilities $38,826
Net Assets $2,210,758
Compensation
Key Employees and Officers Compensation Related Other
Harry Dougherty Jr (Immediate Past President) $500 $0 $0
Sheldon Salins (President) $0 $0 $0
Mark Rashidi (President Elect) $0 $0 $0
Sam Berro (Director) $0 $0 $0
Sona Bekmezian (Director) $0 $0 $0
Rita Chuang (Director) $0 $0 $0
Jeffrey Kwong (Secretary/Treasurer) $0 $0 $0
Sheetal Patil (Director) $0 $0 $0
Anita Bhavnani Rathod (Director) $0 $0 $0
Damon Szymanowski (Director) $0 $0 $0
Katie King (Director) $0 $0 $0
Michelle Pierceall (Former Executive Director) $0 $0 $0
Jennifer Bennett (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$355,299
Expenses
$263,919
Net Income
$91,380
Net Assets
$2,094,957
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,500
17.3%
Program Services $166,129
46.8%
Investment Income $51,882
14.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $70,320
19.8%
Other Revenue $5,468
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,156,263
Total Liabilities $61,306
Net Assets $2,094,957
Compensation
Key Employees and Officers Compensation Related Other
Bahar Ghafouri (Immediate Past President) $500 $0 $0
Harry Dougherty Jr (President) $0 $0 $0
Sheldon Salins (President Elect) $0 $0 $0
Mark Rashidi (Secretary Treasurer) $0 $0 $0
Sam Berro (Director) $0 $0 $0
Sona Bekmezian (Director) $0 $0 $0
Rita Chuang (Director) $0 $0 $0
Jeffrey Kwong (Director) $0 $0 $0
Sheetal Patil (Director) $0 $0 $0
Anita Bhavnani Rathod (Director) $0 $0 $0
Damon Szymanowski (Director) $0 $0 $0
Michelle Pierceall (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$361,207
Expenses
$227,815
Net Income
$133,392
Net Assets
$2,229,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,000
16.6%
Program Services $170,721
47.3%
Investment Income $46,486
12.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$181
Net Inventory Sales $81,930
22.7%
Other Revenue $2,251
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,256,901
Total Liabilities $27,289
Net Assets $2,229,612
Compensation
Key Employees and Officers Compensation Related Other
Boyd D Martin (Immediate Past President) $500 $0 $0
Bahar Ghafouri (President) $0 $0 $0
Harry Doughertyjr (President Elect) $0 $0 $0
Sheldon Salins (Secretary Treasurer) $0 $0 $0
Sam Berro (Director) $0 $0 $0
Rita Chuang (Director) $0 $0 $0
Jeff Kwong (Director) $0 $0 $0
Mark Rashidi (Director) $0 $0 $0
Anita Bhavnani Rathod (Director) $0 $0 $0
Chris Roncone (Director) $0 $0 $0
Damon Szymanowski (Director) $0 $0 $0
Michelle Pierceall (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$251,560
Expenses
$132,379
Net Income
$119,181
Net Assets
$2,105,912
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $145,795
58.0%
Investment Income $36,670
14.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $69,095
27.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,129,915
Total Liabilities $24,003
Net Assets $2,105,912
Compensation
Key Employees and Officers Compensation Related Other
Katie Bales (Immediate Past President) $500 $0 $0
Boyd D Martin (President) $0 $0 $0
Bahar Ghafouri (President Elect) $0 $0 $0
Harry Doughertyjr (Secretary Treasurer) $0 $0 $0
Sheldon Salins (Director) $0 $0 $0
Anita Bhavnani Rathod (Director) $0 $0 $0
Sam Berro (Director) $0 $0 $0
Rita Chuang (Director) $0 $0 $0
Jeff Kwong (Director) $0 $0 $0
Chris Roncone (Director) $0 $0 $0
Mark Rashidi (Director) $0 $0 $0

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$301,707
Expenses
$184,419
Net Income
$117,288
Net Assets
$1,900,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $153,299
50.8%
Investment Income $27,900
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $41,333
13.7%
Net Inventory Sales $79,175
26.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $800
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,958,603
Total Liabilities $57,785
Net Assets $1,900,818
Compensation
Key Employees and Officers Compensation Related Other
Sheldon Salins (Director) $800 $0 $0
Mary Cooke (Immediate Past President) $0 $0 $0
Katie Bales (President) $0 $0 $0
Boyd D Martin (President Elect) $0 $0 $0
Harry Dougherty Jr (Director) $0 $0 $0
Sam Berro (Director) $0 $0 $0
Rita Chuang (Director) $0 $0 $0
Jeff Kwong (Director) $0 $0 $0
Chris Roncone (Director) $0 $0 $0
Mark Rashidi (Director) $0 $0 $0
Bahar Ghafouri (Secretary Treasurer) $0 $0 $0

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$304,377
Expenses
$187,607
Net Income
$116,770
Net Assets
$1,744,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $280,629
92.2%
Investment Income $24,914
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,166
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,807,957
Total Liabilities $63,287
Net Assets $1,744,670
Compensation
Key Employees and Officers Compensation Related Other
Mary Cooke (President) $500 $0 $0
Katie Bales (President Elect) $0 $0 $0
Boyd D Martin (Secretary Treasurer) $0 $0 $0
Susan Zand (Immediate Past President) $0 $0 $0
Sheldon Salins (Director) $0 $0 $0
Harry Dougherty (Director) $0 $0 $0
Douglas Jaul (Director) $0 $0 $0
Peter Worth (Director) $0 $0 $0
Bahar Ghafouri (Director) $0 $0 $0
Chris Roncone (Director) $0 $0 $0
Mark Rashidi (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$305,148
Expenses
$263,384
Net Income
$41,764
Net Assets
$1,653,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $287,190
94.1%
Investment Income $17,848
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $110
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,720,164
Total Liabilities $66,339
Net Assets $1,653,825
Compensation
Key Employees and Officers Compensation Related Other
Susan Zand (President) $500 $0 $0
Andrew Harner (Immed Past Pres) $0 $0 $0
Mary Cooke (President Elect) $0 $0 $0
Bahar Ghafouri (Director) $0 $0 $0
Katie Bales (Secy/Treasurer) $0 $0 $0
Sheldon Salins (Director) $0 $0 $0
Harry Dougherty (Director) $0 $0 $0
Douglas Jaul (Director) $0 $0 $0
Peter Worth (Director) $0 $0 $0
Boyd D Martin (Director) $0 $0 $0
Chris Roncone (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$297,807
Expenses
$227,402
Net Income
$70,405
Net Assets
$1,595,424
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $307,424
> 100%
Investment Income $12,745
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,362
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,690,722
Total Liabilities $95,298
Net Assets $1,595,424
Compensation
Key Employees and Officers Compensation Related Other
Todd Walkow (Immed Past Pres) $500 $0 $0
Andrew Harner (President) $0 $0 $0
Susan Zand (President Elect) $0 $0 $0
Bahar Ghafouri (Director) $0 $0 $0
Mary Cooke (Secy/Treasurer) $0 $0 $0
Kelly Giannetti (Director) $0 $0 $0
Katie Bales (Director) $0 $0 $0
Douglas Jaul (Director) $0 $0 $0
Peter Worth (Director) $0 $0 $0
Boyd D Martin (Director) $0 $0 $0
Chris Roncone (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$338,529
Expenses
$205,111
Net Income
$133,418
Net Assets
$1,484,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $323,743
95.6%
Investment Income $16,092
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,306
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,548,928
Total Liabilities $64,598
Net Assets $1,484,330
Compensation
Key Employees and Officers Compensation Related Other
Wanda Claro (Immed Past Pres) $500 $0 $0
Todd Walkow (President) $0 $0 $0
Andrew Harner (President Elect) $0 $0 $0
Susan Zand (Sec/Treasurer) $0 $0 $0
Mary Cooke (Director) $0 $0 $0
Kelly Giannetti (Director) $0 $0 $0
Katie Bales (Director) $0 $0 $0
Douglas Jaul (Director) $0 $0 $0
Peter Worth (Director) $0 $0 $0
Boyd D Martin (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$358,094
Expenses
$203,373
Net Income
$154,721
Net Assets
$1,390,103
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $345,553
96.5%
Investment Income $13,904
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,363
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,455,420
Total Liabilities $65,317
Net Assets $1,390,103
Compensation
Key Employees and Officers Compensation Related Other
Robert Meister (Immed Past Pres) $500 $0 $0
Wanda Claro (President) $0 $0 $0
Todd Walkow (President Elect) $0 $0 $0
Andrew Harner (Secretary) $0 $0 $0
Mary Cooke (Director) $0 $0 $0
Kelly Giannetti (Director) $0 $0 $0
Katie Bales (Director) $0 $0 $0
Douglas Jaul (Director) $0 $0 $0
Peter Worth (Director) $0 $0 $0
Susan Zand (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$327,941
Expenses
$191,256
Net Income
$136,685
Net Assets
$1,229,887
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $315,159
96.1%
Investment Income $13,944
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,162
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,305,298
Total Liabilities $75,411
Net Assets $1,229,887
Compensation
Key Employees and Officers Compensation Related Other
Dr Paul Kasrovi (President) $500 $0 $0
Tom Bales (Immed Past Pres) $0 $0 $0
Dr Robert Meister (President Elect) $0 $0 $0
Dr Wanda Claro (Secretary) $0 $0 $0
Dr Todd Walkow (Director) $0 $0 $0
Dr Mary Cooke (Director) $0 $0 $0
Dr Kelly Giannetti (Director) $0 $0 $0
Dr Andrew Harner (Director) $0 $0 $0
Dr Peter Worth (Director) $0 $0 $0
Dr Susan Zand (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$322,214
Expenses
$201,307
Net Income
$120,907
Net Assets
$1,106,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $317,937
98.7%
Investment Income $3,777
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $500
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,161,595
Total Liabilities $55,476
Net Assets $1,106,119

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$338,873
Expenses
$175,958
Net Income
$162,915
Net Assets
$983,790
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $333,450
98.4%
Investment Income $4,980
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $443
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,069,462
Total Liabilities $85,672
Net Assets $983,790

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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