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Great Lakes 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
$499k (2024)

Expenses
$482k (2024)

Total Assets
$1.07M (2024)

Total Liabilities
$189k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$498,844
Expenses
$482,051
Net Income
$16,793
Net Assets
$881,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $145,405
29.1%
Program Services $334,409
67.0%
Investment Income $16,167
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,137
Net Inventory Sales $0
Other Revenue $4,000
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,070,312
Total Liabilities $189,225
Net Assets $881,087
Compensation
Key Employees and Officers Compensation Related Other
Dr Fatima Ahmed (Director) $0 $0 $0
Dr Dana Craig (Director) $0 $0 $0
Dr Lana R Helms (Director) $0 $0 $0
Dr J Martin Palomo (President) $0 $0 $0
Dr Thomas J Robinson (Director) $0 $0 $0
Dr Scott O Schulz (Vice Preside) $0 $0 $0
Dr Michael Sherman (Trustee) $0 $0 $0
Dr Drew Smith (Director) $0 $0 $0
Dr Kelton T Stewart (President El) $0 $0 $0
Dr Marian Wolford (Secretary/Tr) $0 $0 $0
Dr Tasha E Hall (Editor) $0 $0 $0
Dr Valerie D Martone (Past Preside) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$377,486
Expenses
$302,421
Net Income
$75,065
Net Assets
$818,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $150,787
39.9%
Program Services $212,235
56.2%
Investment Income $15,215
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$751
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $985,574
Total Liabilities $167,120
Net Assets $818,454
Compensation
Key Employees and Officers Compensation Related Other
Dr Fatima Ahmed (Director) $0 $0 $0
Dr Dana Craig (Director) $0 $0 $0
Dr Lana R Helms (Director) $0 $0 $0
Dr J Martin Palomo (President) $0 $0 $0
Dr Thomas J Robinson (Director) $0 $0 $0
Dr Scott O Schulz (Vice Preside) $0 $0 $0
Dr Michael Sherman (Trustee) $0 $0 $0
Dr Drew Smith (Director) $0 $0 $0
Dr Kelton T Stewart (President El) $0 $0 $0
Dr Marian Wolford (Secretary/Tr) $0 $0 $0
Dr Tasha E Hall (Editor) $0 $0 $0
Dr Valerie D Martone (Past Preside) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$298,896
Expenses
$267,822
Net Income
$31,074
Net Assets
$719,846
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,497
41.0%
Program Services $167,530
56.0%
Investment Income $13,962
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,093
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $835,786
Total Liabilities $115,940
Net Assets $719,846
Compensation
Key Employees and Officers Compensation Related Other
Fatima Ahmed (Director) $0 $0 $0
Lana R Helms (Director) $0 $0 $0
Valerie D Martone (Pres Elect) $0 $0 $0
J Martin Palomo (Vice Preside) $0 $0 $0
Anthony Puntillo (President) $0 $0 $0
Thomas J Robinson (Director) $0 $0 $0
Scott O Schulz (Secretary/Tr) $0 $0 $0
Michael Sherman (Trustee) $0 $0 $0
Drew Smith (Director) $0 $0 $0
Marian Wolford (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,272
Expenses
$98,365
Net Income
$92,907
Net Assets
$765,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,075
63.8%
Program Services $20,380
10.7%
Investment Income $14,372
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,445
18.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $836,593
Total Liabilities $71,560
Net Assets $765,033
Compensation
Key Employees and Officers Compensation Related Other
Fatima Ahmed (Director) $0 $0 $0
Lana R Helms (Director) $0 $0 $0
Valerie D Martone (Pres Elect) $0 $0 $0
J Martin Palomo (Vice Preside) $0 $0 $0
Anthony Puntillo (President) $0 $0 $0
Thomas J Robinson (Director) $0 $0 $0
Scott O Schulz (Secretary/Tr) $0 $0 $0
Michael Sherman (Trustee) $0 $0 $0
Drew Smith (Director) $0 $0 $0
Marian Wolford (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$373,600
Expenses
$333,491
Net Income
$40,109
Net Assets
$614,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $124,772
33.4%
Program Services $242,020
64.8%
Investment Income $15,655
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,847
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $636,933
Total Liabilities $22,668
Net Assets $614,265
Compensation
Key Employees and Officers Compensation Related Other
John F Monticello (Past Preside) $0 $0 $0
Anthony Puntillo (President El) $0 $0 $0
Tj Robinson (Director) $0 $0 $0
Walter Schratz (President) $0 $0 $0
Scott O Schulz (Secretary/Tr) $0 $0 $0
Michael Sherman (Trustee) $0 $0 $0
Drew Smith (Director) $0 $0 $0
Michael E Thompson (Director) $0 $0 $0
Josephine Weeden (Director) $0 $0 $0
Marian Wolford (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$204,396
Expenses
$173,715
Net Income
$30,681
Net Assets
$581,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $127,003
62.1%
Program Services $61,479
30.1%
Investment Income $13,527
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,387
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $702,770
Total Liabilities $121,292
Net Assets $581,478
Compensation
Key Employees and Officers Compensation Related Other
Valerie D Martone (Secretary/Tr) $0 $0 $0
John F Monticello (President) $0 $0 $0
Anthony Puntillo (Vice Preside) $0 $0 $0
Tj Robinson (Director) $0 $0 $0
Michael Sherman (Trustee) $0 $0 $0
Walter Schratz (President El) $0 $0 $0
Drew Smith (Director) $0 $0 $0
Michael E Thompson (Director) $0 $0 $0
Josephine Weeden (Past Preside) $0 $0 $0
Marian Wolford (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,483
Expenses
$165,015
Net Income
$25,468
Net Assets
$543,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,483
69.0%
Program Services $42,216
22.2%
Investment Income $12,915
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,869
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $672,712
Total Liabilities $128,850
Net Assets $543,862
Compensation
Key Employees and Officers Compensation Related Other
Josephine C Weeden (President) $0 $0 $0
Walter W Schratz (Vice Preside) $0 $0 $0
John F Monticello (President El) $0 $0 $0
Valerie D Martone (Secretary/Tr) $0 $0 $0
Christopher A Roberts (Trustee) $0 $0 $0
Tj Robinson (Director) $0 $0 $0
Paul W Reed (Director) $0 $0 $0
Drew Smith (Director) $0 $0 $0
Michael E Thompson (Director) $0 $0 $0
Marian Wolford (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$366,843
Expenses
$402,670
Net Income
-$35,827
Net Assets
$514,029
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,848
36.2%
Program Services $244,467
66.6%
Investment Income $12,218
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,690
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $535,713
Total Liabilities $21,684
Net Assets $514,029
Compensation
Key Employees and Officers Compensation Related Other
Dale Anne Featheringham (President) $0 $0 $0
Josephine C Weeden (President El) $0 $0 $0
John F Monticello (Vice Preside) $0 $0 $0
Valerie D Martone (Secretary/Tr) $0 $0 $0
Christopher A Roberts (Trustee) $0 $0 $0
Anthony M Puntillo (Director) $0 $0 $0
Paul W Reed (Director) $0 $0 $0
Walter W Schratz (Director) $0 $0 $0
Gagan Bhalla (Director) $0 $0 $0
Jeffrey L Gilmore (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$357,450
Expenses
$254,728
Net Income
$102,722
Net Assets
$501,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,038
38.1%
Program Services $211,598
59.2%
Investment Income $13,223
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,409
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $655,925
Total Liabilities $154,136
Net Assets $501,789
Compensation
Key Employees and Officers Compensation Related Other
Aron E Dellinger (President) $0 $0 $0
Jeffrey L Gilmore (Director) $0 $0 $0
John F Monticello (Secretary/Tr) $0 $0 $0
Walter W Schratz (Director) $0 $0 $0
Anthony M Puntillo (Director) $0 $0 $0
Paul W Reed (Director) $0 $0 $0
Josephine C Weeden (Vice Preside) $0 $0 $0
Dale Anne Featheringham (President El) $0 $0 $0
Gagan Bhalla (Director) $0 $0 $0
Christopher Roberts (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,613
Expenses
$187,955
Net Income
$2,658
Net Assets
$412,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,980
71.9%
Program Services $38,292
20.1%
Investment Income $13,496
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,845
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $527,445
Total Liabilities $114,477
Net Assets $412,968
Compensation
Key Employees and Officers Compensation Related Other
Aron E Dellinger (President El) $0 $0 $0
Jeffrey L Gilmore (Director) $0 $0 $0
John F Monticello (Secretary/Tr) $0 $0 $0
Gregory Oppenhuizen (President) $0 $0 $0
Anthony M Puntillo (Director) $0 $0 $0
Walter W Schratz (Director) $0 $0 $0
Josephine C Weeden (Director) $0 $0 $0
Dale Anne Featheringham (Vice Preside) $0 $0 $0
Gagan Bhalla (Director) $0 $0 $0
Christopher Roberts (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$213,241
Expenses
$224,024
Net Income
-$10,783
Net Assets
$436,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $114,520
53.7%
Program Services $84,950
39.8%
Investment Income $13,061
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $515
0.2%
Net Inventory Sales $0
Other Revenue $195
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $436,611
Total Liabilities $0
Net Assets $436,611
Compensation
Key Employees and Officers Compensation Related Other
Phillip J Beckwith (President) $0 $0 $0
Jeffrey L Berger (Director) $0 $0 $0
Aron E Dellinger (Vice Preside) $0 $0 $0
Jeffrey L Gilmore (Director) $0 $0 $0
Valmy Pangrazio Kulbersh (Director) $0 $0 $0
John F Monticello (Secretary/Tr) $0 $0 $0
Gregory Oppenhuizen (President El) $0 $0 $0
Anthony M Puntillo (Director) $0 $0 $0
Walter W Schratz (Director) $0 $0 $0
Josephine C Weeden (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,365
Expenses
$312,298
Net Income
-$3,933
Net Assets
$423,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $91,249
29.6%
Program Services $198,323
64.3%
Investment Income $14,548
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,245
1.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $496,319
Total Liabilities $72,467
Net Assets $423,852

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$162,042
Expenses
$170,491
Net Income
-$8,449
Net Assets
$429,517
Notable Sources of Revenue Percent of Total Revenue
Contributions $91,529
56.5%
Program Services $56,013
34.6%
Investment Income $14,500
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $537,798
Total Liabilities $108,281
Net Assets $429,517

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,148
Expenses
$189,460
Net Income
-$56,312
Net Assets
$443,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,364
66.4%
Program Services $33,891
25.5%
Investment Income $10,893
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $466,234
Total Liabilities $22,344
Net Assets $443,890

Document Links

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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

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.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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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