AMERICAN EQUILIBRATION SOCIETY (EIN 237131699) - Form 990 Financial Analysis & Trantor Score

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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

1955

Legal Domicile

Principal Officer

JASON LUCHTEFELD

Phone

8476966411

Tax Period

2023-05-01 to 2024-04-30

AMERICAN EQUILIBRATION SOCIETY, founded in 1955, is a small nonprofit that reported $571K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $510K left a modest 11% surplus.

Mission

AES IS THE LEADING ORGANIZATION OF DENTAL PROFESSIONALS ADVANCING THE SCIENCE AND CLINICAL APPLICATION OF KNOWLEDGE IN OCCLUSION, TMD AND COMPREHENSIVE ORAL CARE FOR THE WELL-BEING OF THOSE WE SERVE.

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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 $16,725

Program Service Revenue $550,125

Investment Income $3

Other Revenue $3,898

TOTAL REVENUE $570,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $433,396

Other Expenses $509,879

TOTAL EXPENSES $509,879

Year-over-Year Comparison

	2023	2022	Change
Revenue	$570,751	$516,044	+0.1%
Expenses	$509,879	$515,306	0.0%
Net Income	$60,872	$738	+81.5%

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

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
LAWRENCE MORRIS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON LUCHTEFELD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT SUPPLE	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
MICHELLE LEE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN KWIECIEN	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREA TAYLOR	2ND IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ED HOPWOOD	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT ALLMAN	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS SANTINI	DIRECTOR	1.00	Director	$0	$0	$0
GLENDA OWEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TUROK	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL COLE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL UNTI	DIRECTOR	1.00	Director	$0	$0	$0
CHAN CHEONG	DIRECTOR	1.00	Director	$0	$0	$0
ADAM WINCKLER	SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	$570,751	$509,879	$111,979	$60,872
2023	$516,044	$515,306	$51,106	$738
2022	$409,142	$428,511	$50,368	$-19,369
2021	$265,945	$243,293	$69,737	$22,652
2020	$445,633	$471,276	$47,085	$-25,643
2019	$496,950	$536,816	$72,728	$-39,866
2018	$512,666	$506,005	$112,594	$6,661

AMERICAN EQUILIBRATION SOCIETY