ORAL AND MAXILLOFACIAL SURGERY FOUNDATION (EIN 366111168) - 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

1959

Legal Domicile

Principal Officer

DR BRETT L FERGUSON

Phone

8476786200

Tax Period

2023-01-01 to 2023-12-31

ORAL AND MAXILLOFACIAL SURGERY FOUNDATION, founded in 1959, is a community nonprofit in the Medical Research sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $294K, a strong 17% operating margin.

Mission

THE MISSION OF THE OMS FOUNDATION IS TO IMPROVE THE QUALITY AND SAFETY OF PATIENT CARE BY ADVANCING INNOVATION IN ORAL AND MAXILLOFACIAL SURGERY RESEARCH AND EDUCATION.

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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 $1,545,098

Program Service Revenue $0

Investment Income $196,342

Other Revenue $-1,992

TOTAL REVENUE $1,739,448

Expense Breakdown

Grants Paid $476,679

Salaries & Benefits $389,716

Fundraising Expenses $499,957

Program Expenses $576,507

Other Expenses $579,467

TOTAL EXPENSES $1,445,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,739,448	$1,897,545	-0.1%
Expenses	$1,445,862	$1,553,417	-0.1%
Net Income	$293,586	$344,128	-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

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

$983,396

Total Directors

$209,532

Key Employees

$312,062

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROBERT S CLARK	TREASURER	3.00	Officer Director	$0	$0	$77,535
DR MARTIN E EICHNER	DIRECTOR	3.00	Director	$0	$20,500	$51,267
DR DEBRA M SACCO	DIRECTOR	3.00	Director	$0	$20,500	$50,361
DR LOUIS K RAFETTO	CHAIR	5.00	Officer Director	$0	$0	$29,629
DR BRETT L FERGUSON	CHAIR	3.00	Officer Director	$740	$0	$740
DR JAMES A BAKER	DIRECTOR	3.00	Director	$0	$0	$0
DR GARY F BOULOUX	DIRECTOR	3.00	Director	$0	$0	$0
DR ARTEM KRUTYANSKY	DIRECTOR	3.00	Director	$0	$0	$0
DR RAWLE PHILBERT	DIRECTOR	3.00	Director	$0	$0	$0
DR PETER A VELLIS	DIRECTOR	3.00	Director	$0	$0	$0
DR DAVID L BASI	VICE CHAIR	3.00	Officer Director	$0	$0	$0
DR JASJIT K DILLON	DIRECTOR	3.00	Director	$0	$0	$0
MS KARIN K WITTICH	EXECUTIVE DIRECTOR	2.00	Officer	$0	$59,545	$556,493
MS KIMBERLY A MOLLEY	CFO	4.00	Officer	$0	$48,966	$296,499
DR JEFFERY H WALLEN	TREASURER	3.00	Officer	$0	$22,500	$22,500
MS MARY E SCHNITZER	COO	4.00	Key Emp	$0	$54,487	$312,062
MS MARY F DICARLO	ASSOCIATE EXECTUIVE DIRECTOR, DEVELOPMENT	40.00	Highest	$0	$51,909	$190,018

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	$1,739,448	$1,445,862	$18,702,639	$293,586
2022	$1,897,545	$1,553,417	$16,714,940	$344,128
2021	$2,359,091	$1,433,364	$19,223,310	$925,727
2020	$1,156,733	$1,481,539	$17,534,586	$-324,806
2019	$2,039,229	$1,443,474	$16,258,936	$595,755
2018	$2,492,189	$1,520,059	$14,030,951	$972,130

ORAL AND MAXILLOFACIAL SURGERY FOUNDATION