UNIVERSITY OF NORTH CAROLINA ORTHODONTIC ALUMNI ASSOCIATION INC

EIN: 273427721 501(c)(3) Education

CHAPEL HILL, NC

Total Revenue
$181,189
Total Expenses
$143,724
Total Assets
$333,821
Net Assets
$333,821
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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
2010
Legal Domicile
NC
Principal Officer
DR TAMMY SEVERT
Phone
7044245450
Tax Period
2018-01-01 to 2018-12-31

UNIVERSITY OF NORTH CAROLINA ORTHODONTIC ALUMNI ASSOCIATION INC, founded in 2010, is a small nonprofit in the Education sector that reported $181K in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $37K, a strong 21% operating margin.

Mission

THE PURPOSE OF THE UNIVERSITY OF NORTH CAROLINA ORTHODONTIC ALUMNI ASSOCIATION, INC. IS TO PROMOTE BETTER ORTHODONTICS THROUGH:1. A CONTINUED ACTIVE INTEREST IN THE UNDERGRADUATE AND GRADUATE ORTHODONTIC PROGRAMS OF THE SCHOOL OF DENTISTRY OF THE UNIVERSITY OF NORTH CAROLINA;2. FINANCIAL SUPPORT OF THESE PROGRAMS AND RELATED RESEARCH WHERE NEEDED AND POSSIBLE;3. FINANCIAL AID TO DESERVING AND NEEDY STUDENTS OF ORTHODONTICS THROUGH A STUDENT LOAN FUND; AND4. THE DISSEMINATION OF ORTHODONTIC KNOWLEDGE THROUGH SCIENTIFIC AND EDUCATIONAL PROGRAMS PROMOTED BY THE CORPORATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $8,000
Program Service Revenue $173,189
Investment Income $0
Other Revenue $0
TOTAL REVENUE $181,189

Expense Breakdown

Grants Paid $53,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $137,542
Other Expenses $90,724
TOTAL EXPENSES $143,724

Year-over-Year Comparison

2018 2017 Change
Revenue $181,189 $207,252 -0.1%
Expenses $143,724 $107,405 +0.3%
Net Income $37,465 $99,847 -0.6%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
8

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
6
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR LINDA FINK LOCAL ARRANGEMENT 1.00
Officer Director
$0 $0 $0
DR GAVIN HEYMANN IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
DR KATIE KLEIN SECRETARY - TREASURER 1.00
Officer Director
$0 $0 $0
DR TUNG NGUYEN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
DR GIBSON MCCALL PRESIDENT ELECT 1.00
Officer Director
$0 $0 $0
DR TAMMY SEVERT PRESIDENT 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
2018 $181,189 $143,724 $333,821 $37,465
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