EDWARD H ANGLE SOCIETY OF ORTHODONTISTS (EIN 391090019) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

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

EDWARD H ANGLE SOCIETY OF ORTHODONTISTS