CALIFORNIA ASSOCIATION OF ORTHODONTISTS

EIN: 237083166

LENEXA, KS

Total Revenue
$316,254
Total Expenses
$226,145
Total Assets
$2,380,054
Net Assets
$2,359,707
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
CA
Principal Officer
JENNIFER BENNETT
Phone
8332262782
Tax Period
2024-01-01 to 2024-12-31

CALIFORNIA ASSOCIATION OF ORTHODONTISTS, founded in 1967, is a small nonprofit that reported $316K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $90K, a strong 28% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,000
Program Service Revenue $184,020
Investment Income $69,429
Other Revenue $52,805
TOTAL REVENUE $316,254

Expense Breakdown

Grants Paid $0
Salaries & Benefits $500
Fundraising Expenses $0
Other Expenses $225,645
TOTAL EXPENSES $226,145

Year-over-Year Comparison

2024 2023 Change
Revenue $316,254 $347,899 -0.1%
Expenses $226,145 $301,471 -0.2%
Net Income $90,109 $46,428 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
25

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$150
Total Directors
11
$150
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHELDON SALINS IMMEDIATE PAST PRESIDENT 2.00
Officer Director
$0 $0 $0
MARK RASHIDI PRESIDENT 3.00
Officer Director
$0 $150 $150
JEFFREY KWONG PRESIDENT-ELECT 2.00
Officer Director
$0 $0 $0
SAM BERRO DIRECTOR 1.00
Director
$0 $0 $0
SONA BEKMEZIAN DIRECTOR 1.00
Director
$0 $0 $0
TAREK ABOUSHETA DIRECTOR 1.00
Director
$0 $0 $0
RITA CHUANG SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $0
SHEETAL PATIL DIRECTOR 1.00
Director
$0 $0 $0
MONA BAJESTAN DIRECTOR 1.00
Director
$0 $0 $0
DAMON SZYMANOWSKI DIRECTOR 1.00
Director
$0 $0 $0
KATIE KING DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER BENNETT EXECUTIVE DIRECTOR 10.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $316,254 $226,145 $2,380,054 $90,109
2023 $347,899 $301,471 $2,249,584 $46,428
2022 $355,299 $263,919 $2,156,263 $91,380
2021 $361,207 $227,815 $2,256,901 $133,392
2020 $251,560 $132,379 $2,129,915 $119,181
2019 $301,707 $184,419 $1,958,603 $117,288
2018 $304,377 $187,607 $1,807,957 $116,770
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