Nonprofit · EIN 36-6128451
MIDWESTERN SOCIETY OF ORTHODONTISTS
Tax-exempt · WORTHINGTON, OH 43085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $366,364 | $316,824 | $49,540 | $386,664 | $72,383 | $314,281 |
| December 31, 2024 | 990 | $352,424 | $340,467 | $11,957 | $339,874 | $75,133 | $264,741 |
| December 31, 2023 | 990 | $320,326 | $363,293 | -$42,967 | $315,136 | $0 | $315,136 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $158,354
- Membership dues
- $158,354
- Program service revenue
- $175,082
- Investment income
- $23,078
- Other revenue
- $9,850
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $18,976
- Program services (functional)
- $271,751
- Management and general (functional)
- $45,073
Balance sheet and other
- Total assets, start of year
- $339,874
- Total assets, end of year
- $386,664
- Total liabilities, end of year
- $72,383
- Net assets, end of year
- $314,281
- Publicly traded securities
- $235,460
- Net assets without donor restrictions
- $314,281
- Gross receipts
- $366,364
- Employees
- 0
- Year formed
- 1966
- State of legal domicile
- IL
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 MICHAEL LAFERLA | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DR EMILY WILLETT | PRESIDENT-EL Trustee or director, Officer | 1 | $0 |
| DR ESTEE WANG | SECRETARY/TR Trustee or director, Officer | 1 | $0 |
| DR MIKE DURBIN | TREASURER TO Trustee or director, Officer | 1 | $0 |
| DR BRONWEN RICHARDS | IL DIRECTOR Trustee or director | 1 | $0 |
| DR JOHN FIRTH | MO DIRECTOR Trustee or director | 1 | $0 |
| DR SUMIT YADAV | NE DIRECTOR Trustee or director | 1 | $0 |
| DR HEATHER HORTON | MN DIRECTOR Trustee or director | 1 | $0 |
| DR KATHERINE KAZAK | MANITOBA DIR Trustee or director | 1 | $0 |
| DR KERI BARROW | SD DIRECTOR Trustee or director | 1 | $0 |
| DR JOHN KITTLESON | WI DIRECTOR Trustee or director | 1 | $0 |
| DR EMERSON EHLIS | ND DIRECTOR Trustee or director | 1 | $0 |
| DR MELISSA BERNHARDT | IA DIRECTOR Trustee or director | 1 | $0 |
| GWEN BERLEKAMP | EXECUTIVE DI Officer | 20 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR MICHAEL LAFERLA | PRESIDENT-EL Trustee or director, Officer | 2 | $0 |
| DR SPENCER POPE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DR EMILY WILLETT | SECRETARY/TR Trustee or director, Officer | 2 | $0 |
| DR MIKE DURBIN | TREASURER TO Trustee or director, Officer | 10 | $0 |
| DR BRONWEN RICHARDS | IL DIRECTOR Trustee or director | 1 | $0 |
| DR JOHN FIRTH | MO DIRECTOR Trustee or director | 1 | $0 |
| DR SUMIT YADAV | NE DIRECTOR Trustee or director | 1 | $0 |
| DR HEATHER HORTON | MN DIRECTOR Trustee or director | 1 | $0 |
| DR KATHERINE KAZAK | MANITOBA DIR Trustee or director | 1 | $0 |
| DR KERI BARROW | SD DIRECTOR Trustee or director | 1 | $0 |
| DR MELISSA BERNHARDT | IA DIRECTOR Trustee or director | 1 | $0 |
| DR EMERSON EHLIS | ND DIRECTOR Trustee or director | 1 | $0 |
| KRISTI BURNMEISTER | EXECUTIVE DI Officer | 40 | $0 |
| GWEN BERLEKAMP | EXECUTIVE DI Officer | 40 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SPENCER POPE | PRESIDENT (START 10/23) Trustee or director, Officer | 1 | $0 |
| NELLIE KIM-WEROHA | PRESIDENT (THRU 10/23) Trustee or director, Officer | 1 | $0 |
| MICHAEL LAFERLA | DIRECTOR/ PRESIDENT-ELECT (START 10/23) Trustee or director, Officer | 1 | $0 |
| EMILY WILLETT | DIRECTOR/ SECRETARY TREASURER (START 10/23) Trustee or director, Officer | 1 | $0 |
| DANIEL KEITH | SECRETARY TREASURER (THRU 10/23) Trustee or director, Officer | 1 | $0 |
| MIKE DURBIN | TRUSTEE TO THE AAO Trustee or director, Officer | 2 | $0 |
| KERI BARROW | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA BERNHARDT | DIRECTOR Trustee or director | 1 | $0 |
| ESTEE WANG | DIRECTOR Trustee or director | 1 | $0 |
| BRONWEN RICHARDS | DIRECTOR (START 10/23) Trustee or director | 1 | $0 |
| CAROLINA FROTA | DIRECTOR (START 10/23) Trustee or director | 1 | $0 |
| JOHN FIRTH | DIRECTOR (START 10/23) Trustee or director | 1 | $0 |
| JOHN KITTLESON | DIRECTOR (START 10/23) Trustee or director | 1 | $0 |
| SUMIT YADAV | DIRECTOR (START 10/23) Trustee or director | 1 | $0 |
| EMERSON EHLIS | DIRECTOR (START 10/23) Trustee or director | 1 | $0 |
| FABIO PINHEIRO | DIRECTOR (THRU 10/23) Trustee or director | 1 | $0 |
| ANNE RICHARDS | DIRECTOR (THRU 10/23) Trustee or director | 1 | $0 |
| MIKE MASLOWSKI | DIRECTOR (THRU 10/23) Trustee or director | 1 | $0 |
| KRISTI BURMEISTER | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 400 W WILSON BRIDGE RD STE 120, WORTHINGTON, OH 43085-2259
- In care of
- % JEFFREY SCHAUDER
- Principal officer (990 for 2025)
- DR EMILY WILLETT, 400 W WILSON BRIDGE RD, SUITE 120, WORTHINGTON, OH 43085
- Signed the 990
- DR EMILY WILLETT, PRESIDENT-ELECT
- Phone
- (614) 221-1900
- Website
- WWW.MSORTHO.ORG
- Return prepared by
- WINKEL GREEN & COMPANY LLP
Mission
THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO), AS A CONSTITUENT OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS (AAO), SUPPORTS THE MISSION OF THE AAO BY PROVIDING RESOURCES, COMMUNICATION, AND LEADERSHIP, WHIE SERVING AS A VOICE FOR ITS COMPONENT SOCIETIES AND INDIVIDUAL MEMBERS.
Program accomplishments
- ANNUAL SCIENTIFIC CONTINUING EDUCATION SESSION, HELD IN THE FALL OF EACH YEAR, OPEN TO MEMBERS OF THE ORGANIZATION.
- MEETINGS OF THE BOARD OF DIRECTORS TO HELP FORM POLICIES THAT BENEFIT THE PRACTICE OF ORTHODONTICS, TO BE PRESENTED AT THE ANNUAL MEETING OF THE MIDWESTERN SOCIETY OF ORTHODONTISTS (MSO) DELEGATION FROM THE ORGANIZATION SENT TO THE ANNUAL MEETING OF THE MSO, WHERE POLICIES ARE PRESENTED TO THE MSO FOR VOTE.
- SPECIAL PROGRAM SUPPORT TO PROFESSIONAL GROUPS WITHIN THE ORTHODONTIC COMMUNITY.
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
- 36-6128451
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $386,664
- Income (IRS master file)
- $366,364
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $366,364 | $316,824 | $386,664 | XML |
| 990 | December 2024 | $352,424 | $340,467 | $339,874 | XML |
| 990 | December 2023 | $320,326 | $363,293 | $315,136 | XML |
| 990 | December 2022 | $161,320 | $282,717 | $358,103 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 36-6128451).
Questions about MIDWESTERN SOCIETY OF ORTHODONTISTS
- What is the EIN of MIDWESTERN SOCIETY OF ORTHODONTISTS?
- The employer identification number (EIN) of MIDWESTERN SOCIETY OF ORTHODONTISTS is 36-6128451.
- Is MIDWESTERN SOCIETY OF ORTHODONTISTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1966.
- Are donations to MIDWESTERN SOCIETY OF ORTHODONTISTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MIDWESTERN SOCIETY OF ORTHODONTISTS 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 MIDWESTERN SOCIETY OF ORTHODONTISTS 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 MIDWESTERN SOCIETY OF ORTHODONTISTS 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 MIDWESTERN SOCIETY OF ORTHODONTISTS?
- The 990 for the year ended December 31, 2025 names DR EMILY WILLETT.
- Who are the officers and directors of MIDWESTERN SOCIETY OF ORTHODONTISTS?
- The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does MIDWESTERN SOCIETY OF ORTHODONTISTS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $366,364, expenses of $316,824 and total assets of $386,664 at year end.
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