American Orthodontic Society Inc (EIN 237156464) - 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

1992

Legal Domicile

Principal Officer

JEFFREY P DAHM DDS

Tax Period

2023-01-01 to 2023-12-31

American Orthodontic Society Inc, founded in 1992, is a small nonprofit in the Medical Research sector that reported $733K in total revenue in fiscal year 2023.

Mission

ORTHODONTIC EDUCATION FOR LICENSED DENTISTS. SERVICE RENDERED TO APPROXMIATELY 723 MEMBERS.

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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 $160,618

Program Service Revenue $567,898

Investment Income $254

Other Revenue $4,619

TOTAL REVENUE $733,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $422,465

Other Expenses $739,518

TOTAL EXPENSES $739,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$733,389	$691,329	+0.1%
Expenses	$739,518	$874,908	-0.2%
Net Income	$-6,129	$-183,579	-1.0%

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

278

Independent Members

278

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
MATTHEW STANDRIDGE	DIRECTOR	0.50	Director	$0	$0	$0
COTY M SHORES	DIRECTOR	0.50	Director	$0	$0	$0
NATHAN PORTER	EXECUTIVE DIRECTOR	10.00	Director	$0	$0	$0
Jose Turcios	Director	0.50	Director	$0	$0	$0
Greg Jeneary	Director	0.50	Director	$0	$0	$0
KEVIN HESTER	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN L VIERTHALER II	Immediate Past PRESIDENT	0.50	Director	$0	$0	$0
W EDWARD GONZALES Jr	SECRETARYTREASURER	0.50	Officer Director	$0	$0	$0
JEFFREY P DAHM	President	0.50	Officer Director	$0	$0	$0
GREG CANNIZZO	Vice President	0.50	Officer Director	$0	$0	$0
SUSAN B TIEDE	VICE PRESIDENT	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	$733,389	$739,518	$387,951	$-6,129
2022	$691,329	$874,908	$224,293	$-183,579
2021	$863,139	$871,663	$422,038	$-8,524
2020	$429,248	$663,602	$191,911	$-234,354
2019	$1,066,561	$1,141,249	$138,324	$-74,688
2018	$1,038,729	$1,143,247	$275,095	$-104,518

American Orthodontic Society Inc