Nonprofit · EIN 64-0522071
SOUTHERN ASSOCIATION OF ORTHODONTISTS
Also known as ORTHODONTISTS
Tax-exempt · BRANDON, FL 33509
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,947,421 | $1,365,064 | $582,357 | $4,816,854 | $40,206 | $4,776,648 |
| December 31, 2024 | 990 | $1,814,282 | $1,526,236 | $288,046 | $4,227,062 | $32,771 | $4,194,291 |
| December 31, 2023 | 990 | $2,048,584 | $1,336,929 | $711,655 | $3,619,479 | $52,289 | $3,567,190 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $500,339
- Membership dues
- $500,339
- Program service revenue
- $904,158
- Investment income
- $138,736
- Net gain from sales of assets
- $45,263
- Other revenue
- $404,188
Expenses
- Grants and similar amounts paid
- $36,758
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,518
- Accounting fees
- $44,365
- Travel
- $15,576
- Depreciation
- $426
- Program services (functional)
- $1,110,343
- Management and general (functional)
- $254,721
Balance sheet and other
- Total assets, start of year
- $4,227,062
- Total assets, end of year
- $4,816,854
- Total liabilities, end of year
- $40,206
- Net assets, end of year
- $4,776,648
- Land, buildings and equipment
- $2,151
- Publicly traded securities
- $4,254,691
- Net assets without donor restrictions
- $4,776,648
- Gross receipts
- $1,991,847
- Employees
- 0
- Volunteers
- 89
- Year formed
- 1921
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 |
|---|---|---|---|
| JEREMY ALBERT | SENIOR DIREC Trustee or director | – | $0 |
| TJ ALBERT | COMPONENT DI Trustee or director | – | $0 |
| TYLER ALLEN | COMPONENT DI Trustee or director | – | $0 |
| DONALD BALHOFF | PRES ELECT Trustee or director, Officer | – | $0 |
| WILLIAM BATES | SAO DELEGATE Trustee or director | – | $0 |
| JOHN BEATTIE | SAO DELEGATE Trustee or director | – | $0 |
| BRENT BENOIT | SAO DELEGATE Trustee or director | – | $0 |
| CELESTE BLOCK | COMPONENT DI Trustee or director | – | $0 |
| CANDICE COLEMAN | SAO DELEGATE Trustee or director | – | $0 |
| INDIA COLLIER | AAO TRUSTEE Trustee or director | – | $0 |
| CHRIS CRAMER | ALTERNATE DE Trustee or director | – | $0 |
| MATTHEW DAVIS | COMPONENT DI Trustee or director | – | $0 |
| CHRISTINE ELLIS | PRES Trustee or director, Officer | – | $0 |
| KELLY GOECKNER | COMPONENT DI Trustee or director | – | $0 |
| BRYAN GREEN | SAO DELEGATE Trustee or director | – | $0 |
32 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN HOLMAN | SAO DELEGATE Trustee or director | – | $0 |
| SCOTT HUBBARD | SWSO DELEGAT Trustee or director | – | $0 |
| GREG INMAN | SAO DELEGATE Trustee or director | – | $0 |
| CHRISTIAN JOHNSON | COMPONENT DI Trustee or director | – | $0 |
| DANIEL JOSEPH | SAO DELEGATE Trustee or director | – | $0 |
| JAY JOSHI | COMPONENT DI Trustee or director | – | $0 |
| PRESTON MILLER | PRES Trustee or director, Officer | – | $0 |
| JOE MOON | SWSO VICE CH Trustee or director, Officer | – | $0 |
| MATTHEW NG | AAO DELEGATE Trustee or director | – | $0 |
| DR LANCE PITTMAN | COMPONENT DI Trustee or director | – | $0 |
| JUSTIN POWER | SWSO DELEGAT Trustee or director | – | $0 |
| MIKE RAGAN | SWSO DELEGAT Trustee or director | – | $0 |
| TYLER RATHBURN | SAO DELEGATE Trustee or director | – | $0 |
| JEFF RICKABAUGH | CHAIRMAN OF Trustee or director | – | $0 |
| DANIELLE ROBB | COMPONENT DI Trustee or director | – | $0 |
| STEVE ROBIRDS | AAO TRUSTEE Trustee or director | – | $0 |
| ANDREA FONT RYTZNER | COMPONENT DI Trustee or director | – | $0 |
| DARSHIT SHAH | ALTERNATE DE Trustee or director | – | $0 |
| KYLE SHANNON | SEC/ TREAS Trustee or director, Officer | – | $0 |
| EDWARD SNYDER | JUNIOR DIREC Trustee or director | – | $0 |
| BRITTANY STROOPE | SWSO DELEGAT Trustee or director | – | $0 |
| KYLA SWEARINGEN | ALTERNATE DE Trustee or director | – | $0 |
| RYAN THEOBALD | COMPONENT DI Trustee or director | – | $0 |
| ESER TUFEKCI | AAO DELEGATE Trustee or director | – | $0 |
| JASON VASSAR | COMPONENT DI Trustee or director | – | $0 |
| SARAH VOSSERS | N&Y DELEGATE Trustee or director | – | $0 |
| LUCY WACHS | COMPONENT DI Trustee or director | – | $0 |
| DAVID WATSON | COMPONENT DI Trustee or director | – | $0 |
| PAIGE WHITT | COMPONENT DI Trustee or director | – | $0 |
| RICHARD WILLIAMS | AAO TRUSTEE Trustee or director | – | $0 |
| JOHN WISE | SWSO DELEGAT Trustee or director | – | $0 |
| JIM WORTHAM | SAO VICE CHA Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEREMY ALBERT | DIRECTOR Trustee or director | – | $0 |
| TJ ALBERT | DIRECTOR Trustee or director | – | $0 |
| TYLER ALLEN | DIRECTOR Trustee or director | – | $0 |
| DONALD BALHOFF | TREASURER Trustee or director, Officer | – | $0 |
| INDIA COLLIER | DIRECTOR Trustee or director | – | $0 |
| ENRIQUE CRUZ | DIRECTOR Trustee or director | – | $0 |
| MATTHEW DAVIS | DIRECTOR Trustee or director | – | $0 |
| J KENDALL DILLEHAY | DIRECTOR Trustee or director | – | $0 |
| CHRISTINE ELLIS | PRES ELECT Trustee or director, Officer | – | $0 |
| BRYAN HAMBY | DIRECTOR Trustee or director | – | $0 |
| GREG INMAN | DIRECTOR Trustee or director | – | $0 |
| CHRISTIAN JOHNSON | DIRECTOR Trustee or director | – | $0 |
| PRESTON MILLER | PRES ELECT Trustee or director, Officer | – | $0 |
| ERIC NEASE | PRESIDENT Trustee or director, Officer | – | $0 |
| MATTHEW NG | PRESIDENT Trustee or director, Officer | – | $0 |
| DR LANCE PITTMAN | DIRECTOR Trustee or director | – | $0 |
| STEVE ROBIRDS | DIRECTOR Trustee or director | – | $0 |
| ANDREA FONT RYTZNER | DIRECTOR Trustee or director | – | $0 |
| GEORGE SABOL | DIRECTOR Trustee or director | – | $0 |
| ROBERT SELDEN | DIRECTOR Trustee or director | – | $0 |
| KYLE SHANNON | DIRECTOR Trustee or director | – | $0 |
| RYAN THEOBALD | DIRECTOR Trustee or director | – | $0 |
| CORBIN TURPIN | DIRECTOR Trustee or director | – | $0 |
| JASON VASSAR | DIRECTOR Trustee or director | – | $0 |
| PAIGE WHITT | DIRECTOR Trustee or director | – | $0 |
| RICHARD WILLIAMS | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD BALHOFF | TREASURER Trustee or director, Officer | – | $0 |
| MARK DUSEK | IMM PAST PRE Trustee or director, Officer | – | $0 |
| BETH FABOR | PRES ELECT Trustee or director, Officer | – | $0 |
| PRESTON MILLER | SECOND SENIO Trustee or director, Officer | – | $0 |
| ERIC NEASE | FIRST SENIOR Trustee or director, Officer | – | $0 |
| DEBORAH SEMA | PRESIDENT Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1154, BRANDON, FL 33509-1154
- Principal officer (990 for 2025)
- DONALD BALHOFF, 3909 AMBASSADOR CAFFERY PARKWAY, LAFAYETTE, LA 70503
- Signed the 990
- KELSEY BULNES, DIRECTOR OF OP.
- Phone
- (813) 654-2500
- Website
- SSORTHO.ORG
- Return prepared by
- LAPLANT & RAINEY CPA
Mission
TO SUPPORT ITS MEMBERS THROUGH PROMOTION OF THE SPECIALTY OF ORTHODONTICS DEDICATED TO QUALITY PATIENT CARE, CONTINING EDUCATION AND POLITICAL ADVOCACY.
Program accomplishments
- CONTINUED EDUCATION FOR DOCTORS AND THEIR STAFF, PROVIDED THROUGH ANNUAL MEETINGS AND LEADERSHIP OPPORTUNITIES.
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
- 64-0522071
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,816,854
- Income (IRS master file)
- $1,991,847
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,947,421 | $1,365,064 | $4,816,854 | XML |
| 990 | December 2024 | $1,814,282 | $1,526,236 | $4,227,062 | XML |
| 990 | December 2023 | $2,048,584 | $1,336,929 | $3,619,479 | XML |
| 990 | December 2022 | $852,840 | $1,417,924 | $3,297,424 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 64-0522071).
Questions about SOUTHERN ASSOCIATION OF ORTHODONTISTS
- What is the EIN of SOUTHERN ASSOCIATION OF ORTHODONTISTS?
- The employer identification number (EIN) of SOUTHERN ASSOCIATION OF ORTHODONTISTS is 64-0522071.
- Is SOUTHERN ASSOCIATION OF ORTHODONTISTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
- Are donations to SOUTHERN ASSOCIATION OF ORTHODONTISTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN ASSOCIATION 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 SOUTHERN ASSOCIATION 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 SOUTHERN ASSOCIATION 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 SOUTHERN ASSOCIATION OF ORTHODONTISTS?
- The 990 for the year ended December 31, 2025 names DONALD BALHOFF.
- Who are the officers and directors of SOUTHERN ASSOCIATION OF ORTHODONTISTS?
- The 990 for the year ended December 31, 2025 lists 47 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN ASSOCIATION OF ORTHODONTISTS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,947,421, expenses of $1,365,064 and total assets of $4,816,854 at year end.
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