Dental Forum of Milwaukee Inc

Nonprofit profile at a glance

EIN
822814871
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Milwaukee, WI, USA
Phone
2622242597
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Professional Societies, Associations

Reported finances

Revenue
$99,728
Expenses
$88,093
Assets
$139,397
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • DR STEVE KOUTNIK (PRESIDENT)
  • DR SOFYA KATS (PRESIDENT-ELECT)
  • DR MEGGIE GRAHAM (PAST-PRESIDENT)

People named in this filing

  • DR STEVE KOUTNIK (PRESIDENT)
  • DR SOFYA KATS (PRESIDENT-ELECT)
  • DR BRIAN JAKUSZ (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization's purpose includes the provision of high quality programming and continuing educational opportunities to advance the study of dentistry.

What it reported doing in 2024

Dental forum of milwaukee, inc. (the "dental forum"), is formed for scientific and educational purposes to advance excellence in the field of dentistry and the provision of education to foster such excellence. Members of the dental forum are each members of the american dental association who have graduated from an accredited school of dentistry and have at least five (5) years of experience in the field of dentistry. The organization will hold approximately six meetings each calendar year for the purpose of providing information on educational topics related to the field of dentistry. Presentation may be made by members or invited guests who are experts in their field.

Operating model

Revenue model
Membership-supported. 84% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.7%; rating input score 89
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 11.7%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 1.58; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4% per year; rating input score 100; 60th percentile among comparable filings
  • Revenue growth: 3.1% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 3.8% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 88.7% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $88K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.