EDWARD H ANGLE SOCIETY OF ORTHODONTISTS

EIN: 391090019 501(c)(3)

RICHMOND, VA

Total Revenue
$74,615
Total Expenses
$224,262
Total Assets
$236,998
Net Assets
$236,998
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
VA
Principal Officer
MILTON CHAN
Phone
8048289326
Tax Period
2020-07-01 to 2021-06-30

EDWARD H ANGLE SOCIETY OF ORTHODONTISTS, founded in 1966, is a micro nonprofit that reported $75K in total revenue in fiscal year 2020. Revenue decreased 11% compared to the prior year. Expenses of $224K exceeded revenue, resulting in a 201% operating deficit.

Mission

ONGOING EDUCATIONAL SERVICES PROVIDED TO MEMBERS OF THE ORGANIZATION IN THE PROFESSION OF ORTHODONTICS.

Program Service Accomplishments

Program 1
Expenses: $202,137 Revenue: $69,540

ONGOING EDUCATIONAL SERVICES PROVIDED TO MEMBERS OF THE ORGANIZATION IN THE PROFESSION OF ORTHODONTICS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $205
Program Service Revenue $69,540
Investment Income $4,870
Other Revenue $0
TOTAL REVENUE $74,615

Expense Breakdown

Grants Paid $175,000
Salaries & Benefits $12,000
Fundraising Expenses $0
Program Expenses $202,137
Other Expenses $37,262
TOTAL EXPENSES $224,262

Year-over-Year Comparison

2020 2019 Change
Revenue $74,615 $83,459 -0.1%
Expenses $224,262 $161,617 +0.4%
Net Income $-149,647 $-78,158 +0.9%
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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Governance

Voting Members
8
Independent Members
8
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
4
$12,000
Total Directors
8
$12,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR BHAVNA SHROFF Secretary 2.00
Officer Director
$12,000 $0 $12,000
JAE HYUN PARK Director 2.00
Director
$0 $0 $0
RSCOTT CONLEY Vice President 2.00
Officer Director
$0 $0 $0
DR BRYAN HICKS Director 2.00
Director
$0 $0 $0
DANIEL PEARCY President 2.00
Officer Director
$0 $0 $0
MILTON CHAN Treasurer 2.00
Officer Director
$0 $0 $0
DAVID BRISS Director 2.00
Director
$0 $0 $0
RON SNYDER Director 2.00
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
2021 $74,615 $224,262 $236,998 $-149,647
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