AMERICAN ACADEMY OF PERIODONTOLOGY

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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

1914

Legal Domicile

Principal Officer

MARIA GEISINGER

Phone

3125733214

Tax Period

2024-01-01 to 2024-12-31

AMERICAN ACADEMY OF PERIODONTOLOGY, founded in 1914, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2024.

Mission

TO CHAMPION MEMBER SUCCESS AND PROFESSIONAL PARTNERSHIPS FOR OPTIMAL PATIENT HEALTH AND QUALITY OF LIFE.

Program Service Accomplishments

Program 1

ANNUAL MEETING: THE YEARLY MEETING WAS HELD SAN DIEGO, CALIFORNIA FROM OCTOBER 31 TO NOVEMBER 3, 2024. WITH APPROXIMATELY 4,264 ATTENDEES, THIS MEETING REVOLVED AROUND PRESENTATION OF CURRENT...

ANNUAL MEETING: THE YEARLY MEETING WAS HELD SAN DIEGO, CALIFORNIA FROM OCTOBER 31 TO NOVEMBER 3, 2024. WITH APPROXIMATELY 4,264 ATTENDEES, THIS MEETING REVOLVED AROUND PRESENTATION OF CURRENT RESEARCH FINDINGS IN VARIOUS AREAS OF PERIODONTICS. CONTINUING EDUCATION COURSES ARE CONDUCTED EVERY YEAR TO KEEP PERIODONTISTS CURRENT WITH SCIENTIFIC ADVANCES AND TREATMENT INNOVATIONS. AN EXHIBIT HALL PROVIDES INFORMATION ON NEW PRODUCTS AVAILABLE TO HELP PERIODONTISTS AND OTHER DENTAL PROFESSIONALS STAY IN TUNE WITH NEW AND ADVANCED TECHNOLOGY, WHICH IN TURN HELPS IMPROVE THE HEALTH OF THE GENERAL PUBLIC.

Program 2

PUBLICATIONS: CONTAIN SCIENTIFIC AND CLINICAL INFORMATION CONCERNING PERIODONTOLOGY AND OTHER PRACTICE MANAGEMENT AND PATIENT EDUCATION MATERIAL. THE JOURNAL OF PERIODONTOLOGY (JOP) IS ISSUED...

PUBLICATIONS: CONTAIN SCIENTIFIC AND CLINICAL INFORMATION CONCERNING PERIODONTOLOGY AND OTHER PRACTICE MANAGEMENT AND PATIENT EDUCATION MATERIAL. THE JOURNAL OF PERIODONTOLOGY (JOP) IS ISSUED MONTHLY, BOTH DOMESTICALLY AND INTERNATIONALLY. THE JOP HAD APPROXIMATELY 6,128 MEMBER SUBSCRIBERS, 54 NON-MEMBER SUBSCRIBERS AND 6,966 INSTITUTIONAL SUBSCRIBERS. CLINICAL ADVANCES IN PERIODONTICS (CAP) IS A JOURNAL ISSUED QUARTERLY TO ALL JOP SUBSCRIBERS AS A BUNDLED SUBSCRIPTION (WITH THE JOP).PERIOSPECTIVES IS A QUARTERLY MEMBER MAGAZINE.ALL THREE, DUE TO ADVERTISING, ARE SOURCES OF UNRELATED BUSINESS INCOME AS REPORTED ON THE 990-T.

Program 3

COMMITTEES AND WORKSHOPS: THE AAP HOLDS AND ATTENDS VARIOUS WORKSHOPS FOR EDUCATORS AND STUDENTS IN THE PERIODONTAL FIELD.IN-SERVICE EXAM, GIVEN EACH SPRING, IS USED BY PROGRAMS DIRECTORS AND...

COMMITTEES AND WORKSHOPS: THE AAP HOLDS AND ATTENDS VARIOUS WORKSHOPS FOR EDUCATORS AND STUDENTS IN THE PERIODONTAL FIELD.IN-SERVICE EXAM, GIVEN EACH SPRING, IS USED BY PROGRAMS DIRECTORS AND STUDENTS TO EVALUATE THEIR OVERALL LEARNING ACQUISITION AND CONTENT-BASED STRENGTHS AND DEVELOPMENTAL AREAS.LUNCH 'N LEARN PROGRAMS ARE USED BY EDUCATORS IN VARIOUS SCHOOLS TO ENCOURAGE THE BEST AND BRIGHTEST DENTAL STUDENTS TO APPLY TO POSTDOCTORAL PERIODONTAL PROGRAMS.AWARDS, GIVEN ANNUALLY, ARE THE STUDENT AWARD AND OUTSTANDING TEACHING AND MENTORING AWARD. APPROXIMATELY 109 STUDENT AWARDS AND 53 OUTSTANDING TEACHING AND MENTORING AWARDS ARE DISTRIBUTED. THESE ARE GIVEN TO TOP PARTICIPANTS IN SCHOOLING PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,073,088

Program Service Revenue $8,080,338

Investment Income $401,351

Other Revenue $1,737,768

TOTAL REVENUE $11,292,545

Expense Breakdown

Grants Paid $393,991

Salaries & Benefits $4,827,057

Fundraising Expenses $0

Other Expenses $6,353,893

TOTAL EXPENSES $11,574,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,292,545	$10,851,169	+0.0%
Expenses	$11,574,941	$11,106,183	+0.0%
Net Income	$-282,396	$-255,014	+0.1%

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

Volunteers

177

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

$935,640

Total Directors

$192,602

Key Employees

$260,688

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN O'DONNELL-DOTZLER	EXECUTIVE DIRECTOR	40.00	Officer	$448,474	$58,214	$506,688
SUT MAN MA	CHIEF FINANCIAL OFFICER	40.00	Officer	$199,896	$36,454	$236,350
STEPHEN MERAW	PRESIDENT/PRESIDENT THRU 11/2/24	28.00	Officer Director	$87,168	$0	$87,168
DAVID OKANO	PAST PRESIDENT THRU 11/2/24	8.00	Officer Director	$0	$0	$0
MARIA GEISINGER	PRESIDENT/PRESIDENT ELECT	15.00	Officer Director	$86,339	$0	$86,339
ANA BECIL GIGLIO	PRESIDENT ELECT/VICE PRES.	8.00	Officer Director	$19,095	$0	$19,095
KRISTI SOILEAU	VICE PRESIDENT/SEC-TREA	8.00	Officer Director	$0	$0	$0
RICHARD NAGY	SECRETARY & TREASURER	0.50	Officer Director	$0	$0	$0
MEGAN O DEMPSEY	DEPUTY EXECUTIVE DIRECTOR	40.00	Key Emp	$221,261	$39,427	$260,688
MARY KATE GOSS	EXEC. STRATEGIST, COMM., S	40.00	Highest	$150,038	$34,979	$185,017
KEN COZZONE	DIRECTOR OF INFO. TECHNOLO	40.00	Highest	$164,778	$25,648	$190,426
JULIE DAW	MANAGING EDITOR, SCIENTIFIC PUBLICATION	40.00	Highest	$133,799	$25,165	$158,964
MICHELLE WEIL	DIRECTOR, PROFESSIONAL REL	40.00	Highest	$124,241	$23,746	$147,987
QI GUAN	CONTROLLER	40.00	Highest	$123,629	$8,387	$132,016
DAVID GOTTLIEB	TRUSTEE DISTRICT 1	0.50	Director	$0	$0	$0
JAMES SPIVEY	TRUSTEE DISTRICT 1 THRU 11/2/24	0.50	Director	$0	$0	$0
JOSEPH FIORELLINI	TRUSTEE DISTRICT 2	0.50	Director	$0	$0	$0
MARK REYNOLDS	TRUSTEE DISTRICT 2	0.50	Director	$0	$0	$0
CHARLES MCBRAYER	TRUSTEE DISTRICT 3	0.50	Director	$0	$0	$0
CECIL WHITE JR	TRUSTEE DISTRICT 3	0.50	Director	$0	$0	$0
SAYWARD DUGGAN	TRUSTEE DISTRICT 3 THRU 11/2/2024	0.50	Director	$0	$0	$0
WALTER COLON	TRUSTEE DISTRICT 3	0.50	Director	$0	$0	$0
CATHERINE BISHOP	TRUSTEE DISTRICT 4	0.50	Director	$0	$0	$0
GEORGE MANDELARIS	TRUSTEE DISTRICT 4	0.50	Director	$0	$0	$0
HOM-LAY WANG	TRUSTEE DISTRICT 4	0.50	Director	$0	$0	$0
BRAD CRUMP	TRUSTEE DISTRICT 5	0.50	Director	$0	$0	$0
NATALIE FROST	TRUSTEE DISTRICT 5	0.50	Director	$0	$0	$0
KATHLEEN STAMBAUGH	TRUSTEE DISTRICT 6 THRU 11/2/2024	0.50	Director	$0	$0	$0
MICHAEL ARZOUMAN	TRUSTEE DISTRICT 6	0.50	Director	$0	$0	$0
PERRY KLOKKEVOLD	TRUSTEE DISTRICT 6	0.50	Director	$0	$0	$0
CONSTANTINE PAVLAKOS	TRUSTEE DISTRICT 7	0.50	Director	$0	$0	$0
GIORGIO DIVINCENZO	TRUSTEE DISTRICT 7	0.50	Director	$0	$0	$0
ALEXANDRA TSIGARIDA	TRUSTEE DISTRICT 7	0.50	Director	$0	$0	$0
JOHN H WILSON	TRUSTEE DISTRICT 8	0.50	Director	$0	$0	$0
STEPHEN MORSE	TRUSTEE DISTRICT 1	0.50	Director	$0	$0	$0
JENNIFER DOOBROW	TRUSTEE DISTRICT 3	0.50	Director	$0	$0	$0
MARK FAGAN	TRUSTEE DISTRICT 6	0.50	Director	$0	$0	$0
DEE NISHIMINE	TRUSTEE DISTRICT 6	0.50	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	$11,292,545	$11,574,941	$25,335,213	$-282,396
2023	$10,851,169	$11,106,183	$23,193,471	$-255,014
2022	$10,662,016	$10,594,605	$22,243,680	$67,411
2021	$10,653,042	$9,756,674	$22,143,613	$896,368
2020	$7,930,013	$8,247,172	$18,880,599	$-317,159
2019	$11,690,180	$10,574,241	$18,786,079	$1,115,939
2018	$10,851,905	$10,317,997	$15,978,395	$533,908