AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION (EIN 366143003) - 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

1966

Legal Domicile

Principal Officer

KENNETH WIDELKA

Phone

8008723636

Tax Period

2024-01-01 to 2024-12-31

AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION, founded in 1966, is a community nonprofit in the Health Care sector that reported $1.8M in total revenue in fiscal year 2018. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO SUPPORT ENDODONTICS BY PROVIDING RESOURCES AND FUNDING FOR RESEARCH, EDUCATION, PUBLIC AWARENESS AND ACCESS TO CARE. THE FOUNDATION SUPPORTS SAVING NATURAL TEETH FOR ALL THROUGH THE EFFORTS OF ENDODONTIC SPECIALISTS.

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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 $1,294,304

Program Service Revenue $0

Investment Income $1,922,464

Other Revenue $0

TOTAL REVENUE $3,216,768

Expense Breakdown

Grants Paid $1,227,630

Salaries & Benefits $22,500

Fundraising Expenses $356,372

Program Expenses $1,452,592

Other Expenses $1,169,225

TOTAL EXPENSES $2,419,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,216,768	$1,712,530	+0.9%
Expenses	$2,419,355	$2,182,426	+0.1%
Net Income	$797,413	$-469,896	-2.7%

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

$859,108

Total Directors

$177,317

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEJANDRO AGUIRRE	BOARD MEMBER	1.00	Director	$900	$0	$900
POPPY BLASCEIO	BOARD MEMBER	1.00	Director	$1,050	$0	$1,050
BLAKE BROWNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE DIVINE	BOARD MEMBER	1.00	Director	$1,050	$0	$1,750
CARLA Y FALCON	BOARD MEMBER	1.00	Director	$1,350	$0	$5,200
BARBARA NORDQUIST	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN B MCMAHAN	BOARD MEMBER	1.00	Director	$1,500	$0	$1,500
ROBERT S RODA	BOARD MEMBER	1.00	Director	$0	$0	$0
MOEIN SADRKHANI	BOARD MEMBER	1.00	Director	$1,950	$0	$1,950
TOM VON SYDOW	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK BURLISON	BOARD MEMBER	1.00	Director	$900	$0	$900
MORGAN CELISTAN	BOARD MEMBER	1.00	Director	$900	$0	$900
AMY WARREN-KIMBRO	BOARD MEMBER	1.00	Director	$0	$0	$0
STEFAN I ZWEIG	BOARD MEMBER	1.00	Director	$1,500	$0	$5,636
NATASHA FLAKE	AAE OFFICER SERVING AS TRU	1.00	Director	$1,350	$0	$41,181
CRAIG HIRSCHBERG	AAE OFFICER SERVING AS TRU	1.00	Director	$900	$0	$56,625
STEVEN J KATZ	AAE OFFICER SERVING AS TRU	1.00	Director	$0	$0	$30,975
W CRAIG NOBLETT	AAE OFFICER SERVING AS TRU	1.00	Director	$900	$0	$28,750
ANTHONY T BORGIA	TREASURER	2.00	Officer	$0	$0	$0
MARGOT KUSIENSKI	PRESIDENT	4.00	Officer	$0	$0	$0
PATRICIA TORDIK	PRESIDENT	4.00	Officer	$2,400	$0	$2,400
CLARA SPATAFORE	PRESIDENT-ELECT (EFFECTIVE 2024)	2.00	Officer	$3,000	$0	$3,000
FIZA SINGH	SECRETARY	1.00	Officer	$1,050	$0	$2,150
BRUCE JUSTMAN	SECRETARY	1.00	Officer	$1,800	$0	$1,800
KEN WIDELKA	EXECUTIVE DIRECTOR	5.00	Officer	$0	$84,772	$586,694
REBECCA PERRY	CHIEF FINANCIAL OFFICER	4.00	Officer	$0	$27,905	$263,064
ALYSON WHITTLESEY	FOUNDATION DIRECTOR	28.00	Highest	$0	$44,456	$173,134

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	$3,216,768	$2,419,355	$40,106,144	$797,413
2023	$1,712,530	$2,182,426	$36,708,127	$-469,896
2022	$1,052,182	$2,089,485	$32,618,953	$-1,037,303
2021	$10,696,161	$1,652,535	$41,201,761	$9,043,626
2020	$1,370,633	$1,838,040	$37,573,299	$-467,407
2019	$1,444,798	$2,179,656	$34,611,491	$-734,858
2018	$1,804,259	$2,058,794	$30,504,557	$-254,535

AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION