VIRGINIA ORTHODONTIC EDUCATION & R… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

DR SHELDON A BATES

Tax Period

2023-01-01 to 2023-12-31

VIRGINIA ORTHODONTIC EDUCATION & RESEARCH FOUNDATION, founded in 1970, is a small nonprofit that reported $283K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $138K, a strong 49% operating margin.

Mission

FOSTER AND ADVANCE EDUCATION AND RESEARCH IN ORTHODONTICS.

Program Service Accomplishments

Program 1

Expenses: $118,000

ANNUAL TWO DAY CONTINUING EDUCATION MEETING HELD IN MARCH EACH YEAR, MEMBERSHIP & BOARD MEETINGS HELD DURING THE YEAR, ALL TO FURTHER ORTHODONTIC EDUCATION AND DEVELOP PLANS FOR THE ORGANIZATION.

Program 2

Expenses: $4,560

EIGHT ORTHODONTIC RESIDENTS WERE ASSISTED IN ATTENDING THE ANNUAL SESSION OF THE AMERICAN ASSOC OF ORTHODONTICS. FOUR SECOND YEAR RESIDENTS WERE ASSISTED IN TAKING REQUIRED BOARD EXAMS.

Program 3

Expenses: $4,000

GRANTS TO VCU/MCV ORTHODONTIC LIBARY FUND AND DEPARTMENT OF ORTHODONTICS

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $109,784

Program Service Revenue $102,331

Investment Income $70,855

Other Revenue $0

TOTAL REVENUE $282,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,560

Other Expenses $144,556

TOTAL EXPENSES $144,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$282,970	$201,670	+0.4%
Expenses	$144,556	$89,303	+0.6%
Net Income	$138,414	$112,367	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SHELDON A BATES	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR KRISTIN L NELSON	VP & PROGRAM	1.00	Officer Director	$0	$0	$0
DR CHRISTINE F STANG	SECRETARY	1.00	Officer Director	$0	$0	$0
DR FRANK IUORNO	TREASURER	1.00	Officer Director	$0	$0	$0
DR ELVI M BARCOMAN	DIRECTOR	0.50	Director	$0	$0	$0
DR KEVIN BIBONA	DIRECTOR	0.50	Director	$0	$0	$0
DR DAVID J COLE	DIRECTOR	0.50	Director	$0	$0	$0
DR GRANT G COLEMAN	DIRECTOR	0.50	Director	$0	$0	$0
DR STEVEN J LINDAUER	EXEC SECRETA	0.50	Director	$0	$0	$0
MRS DALENE D COLE	EXECUTIVE AD	0.50	Officer Director	$0	$0	$0
DR MATTHEW L EPPRIGHT	PRESIDENT(20	0.50	Officer Director	$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	No data	No data	No data	No data
2023	$282,970	$144,556	$1,840,212	$138,414
2022	$201,670	$89,303	$1,734,205	$112,367
2021	$165,267	$124,333	$1,850,222	$40,934
2020	$136,660	$50,715	$1,790,988	$85,945
2019	$173,545	$104,930	$1,642,747	$68,615
2018	$152,419	$60,931	$1,443,869	$91,488

VIRGINIA ORTHODONTIC EDUCATION & RESEARCH FOUNDATION