2025-08-08T14:37:29-05:00 2024-12-31 481108284 IFFT & CO PA 11030 GRANADA LN SUITE 100 OVERLAND PARK KS 66211 990 2024-01-01 237083166 CALIFORNIA ASSOCIATION OF ORTHODONTISTS CALI 8332262782 15621 W 87TH ST 267 LENEXA KS 66219 JENNIFER BENNETT EXECUTIVE DIRECTOR 8332262782 2025-07-31 1 1 MARK W EATON P00556079 9133451120 2024 2025-03-06 01:10:19Z JENNIFER BENNETT 15621 W 87TH ST 267 LENEXA KS 66219 338337 0 X WWW.CAORTHO.ORG X 1967 CA TO SUPPORT ITS MEMBERS IN THEIR PURSUIT OF EXCELLENCE DURING THEIR PRACTICE OF ORTHODONTICS; PROMOTE THE VALUES OF ETHICAL PRACTICE AS DEFINED BY THE AMERICAN ASSOCIATION OF ORTHODONTISTS; ADVOCATE FOR ITS MEMBERS IN ISSUES RELATED TO PROFESSIONAL GOVERNANCE AND REGULATION; PROVIDE CONTINUING EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS; AND ENCOURAGE THE PUBLIC TO SEEK AN ORTHODONTIC SPECIALIST WHEN CONSIDERING COMPREHENSIVE ORTHODONTIC TREATMENT. TO PROMOTE AND FOSTER DIVERSITY, EQUALITY, AND INCLUSION TO REFLECT THE MEMBERS WE REPRESENT. 11 11 0 25 0 0 56250 10000 170187 184020 61596 69429 59866 52805 347899 316254 0 0 0 0 500 500 0 0 0 300971 225645 301471 226145 46428 90109 2249584 2380054 38826 20347 2210758 2359707 X TO SUPPORT ITS MEMBERS IN THEIR PURSUIT OF EXCELLENCE DURING THEIR PRACTICE OF ORTHODONTICS; PROMOTE THE VALUES OF ETHICAL PRACTICE AS DEFINED BY THE AMERICAN ASSOCIATION OF ORTHODONTISTS; ADVOCATE FOR ITS MEMBERS IN ISSUES RELATED TO PROFESSIONAL GOVERNANCE AND REGULATION; PROVIDE CONTINUING EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS; AND ENCOURAGE THE PUBLIC TO SEEK AN ORTHODONTIC SPECIALIST WHEN CONSIDERING COMPREHENSIVE ORTHODONTIC TREATMENT. TO PROMOTE AND FOSTER DIVERSITY, EQUALITY, AND INCLUSION TO REFLECT THE MEMBERS WE REPRESENT. 0 0 BROCHURES: INFORMED CONSENT BROCHURES THAT OFFICES CAN PURCHASE AND PROVIDE TO PATIENTS IN ENGLISH OR SPANISH THAT IS A COMPREHENSIVE GUIDE TO TREATMENT; ALSO HAVE "SMILE AND "SLEEP" BROCHURES. ORTHODONTIC ASSISTANT PERMIT (OAP): ORTHODONTIC ASSISTANTS REQUIRE A PERMIT IN THE STATE OF CA. INDEPENDENT SITES PROVIDE THE COURSE WORK NECESSARY TO RECEIVE THE PERMIT AT A SIGNIFICANT COST ($1,800). CAO DEVELOPED A COURSE THAT ORTHODONTISTS CAN PROVIDE IN THEIR OFFICE. THE ABILITY TO PROVIDE THIS TRAINING IN THE OFFICE, IS A GREAT PERK FOR ORTHODONTISTS TO BE ABLE TO OFFER THEIR ASSISTANTS. ORTHODONTISTS MUST FIRST BE LICENSED BY THE CDB AS AN INSTRUCTOR IN ORDER TO PROVIDE THIS TRAINING. VIRTUAL WEBINAR SERIES: MAY 2024--DR SEAN HOLIDAY-BUILDING A DIGITAL DREAM TEAM:RECRUITMENT, TRAINING, AND MANAGEMENT FOR DIGITAL ORTHODONTIC PRACTICES; JUNE 2024--DR. DAVID MAJERONI-STRAIGHTEN UP YOUR OFFICE AND LIFE; JULY 2024--BETH LEACH-MAXIMIZE YOUR PRACTICE GROWTH, HARNESS THE POWER OF AI AND TRADITIONAL MARKETING; AUGUST 2024--KELLEY TYRRELL-COMBINING THE GOAL OF EFFICIENCY & EXCELLENCE WITH THE ART OF DELEGATION. NO CHARGE TO MEMBERS. 0 1 0 1 0 0 0 0 0 0 1 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 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X C2 ASSOCIATION MANAGEMENT LLC 8332262782 15621 W 87TH ST SUITE 267 LENEXA KS 66219 X SHELDON SALINS IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MARK RASHIDI PRESIDENT 3.00 X X 0 0 150 JEFFREY KWONG PRESIDENT-ELECT 2.00 X X 0 0 0 SAM BERRO DIRECTOR 1.00 X 0 0 0 SONA BEKMEZIAN DIRECTOR 1.00 X 0 0 0 TAREK ABOUSHETA DIRECTOR 1.00 X 0 0 0 RITA CHUANG SECRETARY/TREASURER 2.00 X X 0 0 0 SHEETAL PATIL DIRECTOR 1.00 X 0 0 0 MONA BAJESTAN DIRECTOR 1.00 X 0 0 0 DAMON SZYMANOWSKI DIRECTOR 1.00 X 0 0 0 KATIE KING DIRECTOR 1.00 X 0 0 0 JENNIFER BENNETT EXECUTIVE DIRECTOR 10.00 X 0 0 0 0 0 150 0 0 0 0 0 10000 10000 MEMBERSHIP DUES 541900 180070 180070 ORTHODONTICS ASSISTANT PERMIT 541900 3950 3950 184020 69429 69429 65875 22083 43792 43792 MISCELLANEOUS 900099 9013 9013 9013 316254 236825 0 69429 500 100000 12074 19100 116 6798 10581 6588 19875 16262 533 COMMITTEES 20597 DUES COLLECTION FEES 5082 EVENT SPONSORSHIP 3015 CREDIT CARD FEES 2739 2285 226145 334187 149583 158243 129224 1708 2254 40918 26177 26814 27940 1687714 2044876 2249584 2380054 12587 5118 26239 15229 38826 20347 X 2210758 2359707 2210758 2359707 2249584 2380054 90109 58840 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED CALIFORNIA ASSOCIATION OF ORTHODONTISTS PAC 1127 11TH ST SUITE 210 SACRAMENTO CA 95814 873490626 9100 0 0 0 180070 10000 10000 10000 0 2044876 F 2044876 X PART X, LINE 2: CAO IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND SECTION 23701E OF THE CALIFORNIA REVENUE TAXATION CODE, AND IS CONSIDERED BY THE IRS TO BE AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. CAO RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-THAN-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. CAO IS SUBJECT TO INCOME TAX REGULATIONS IN THE U.S. FEDERAL JURISDICTION AND CERTAIN STATE JURISDICTIONS. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. WITH FEW EXCEPTIONS, CAO IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE APPLICABLE TAX AUTHORITIES FOR THE YEARS BEFORE 2021. IF ANY WERE TO BE INCURRED, CAO'S POLICY IS TO RECORD PENALTIES AND INTEREST ASSESSED BY INCOME TAX AUTHORITIES AS OPERATING EXPENSES. FORM 990, PART VI, SECTION A, LINE 3 ADMINISTER ALL OF THE MANAGERIAL AFFAIRS OF THE SOCIETY, INCLUDING - FINANCIAL, MEMBERSHIP, PUBLICATIONS, COMMUNICATIONS, AND MEETINGS. THE EXECUTIVE DIRECTOR JENNIFER BENNETT IS COMPENSATED BY THE MANAGEMENT COMPANY. MANAGEMENT COMPANY FEES INCLUDE $24,000 FOR JENNIFER'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE ORTHODONTISTS WHO ARE MEMBERS OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS THAT PRACTICE AND/OR RESIDE IN THE STATE OF CALIFORNIA. MEMBERS ARE CLASSIFIED AS FOLLOWS: ACTIVE, AFFIILIATED, ACADEMIC, GOVERNMENT SERVICE AND RETIRED. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE NOMINATED AND ELECTED BY MEMBERS OF THE CALIFORNIA COMPONENT ORGANIZATION. THE PRESIDENT-ELECT AND SECRETARY-TREASURER ARE NOMINATED BY THE NOMINATING AND AWARD COMMITTEE 60 DAYS PRIOR TO THE ANNUAL SESSION. THE GENERAL ASSEMBLY ELECTS THESE POSITIONS BY ELECTRONIC BALLOT, WHICH CLOSES 30 DAYS PRIOR TO THE ANNUAL SESSION AND ARE SWORN IN AT THE ANNUAL SESSION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGMENT LIAISON, AND THE BOARD OF DIRECTORS PRIOR TO BEING SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS REQUIRED TO BE COMPLETED AND SIGNED BY EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION INCLUDING THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. UPON REQUEST A COPY OF THE ORGANIZATION'S TAX RETURN (FORM 990) WILL ME MADE AVAILABLE FOR INSPECTION FOR A PERIOD OF THREE YEARS FROM THE DUE DATE IT IS REQUIRED TO BE FILED. FORM 990, PART XII, LINE 2C: THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PACIFIC COAST SOCIETY OF ORTHODONTISTS 15621 W 87TH ST SUITE 267 LENEXA KS 66219 946088896 TO PROMOTE ORTHODONTICS CA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0