AMERICAN ASSOCIATION OF ORTHODONTISTS (EIN 430763598) - 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

1900

Legal Domicile

Principal Officer

CHRISTIE OLDEN

Phone

3149931700

Tax Period

2024-06-01 to 2025-05-31

AMERICAN ASSOCIATION OF ORTHODONTISTS, founded in 1900, is a mid-sized nonprofit that reported $25.0M in total revenue in fiscal year 2024.

Mission

TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $22,916,340

Investment Income $1,136,214

Other Revenue $962,955

TOTAL REVENUE $25,015,509

Expense Breakdown

Grants Paid $262,000

Salaries & Benefits $6,683,565

Fundraising Expenses $0

Other Expenses $19,409,813

TOTAL EXPENSES $26,355,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,015,509	$24,603,278	+0.0%
Expenses	$26,355,378	$24,640,625	+0.1%
Net Income	$-1,339,869	$-37,347	+34.9%

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

Volunteers

384

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

$904,833

Total Directors

$861,301

Key Employees

$482,449

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CALLAHAN	PRESIDENT	25.00	Officer Director	$113,147	$0	$113,147
STEVEN SIEGEL	PRESIDENT ELECT	20.00	Officer Director	$95,065	$0	$95,065
MICHAEL DURBIN	SECRETARY/TREASURER	14.00	Officer Director	$90,351	$0	$90,351
RICHARD WILLIAMS	TRUSTEE	14.00	Director	$73,405	$0	$73,405
MICHAEL SHERMAN	TRUSTEE	14.00	Director	$70,394	$0	$70,394
STEPHEN ROBIRDS	TRUSTEE	14.00	Director	$63,843	$0	$63,843
TRISTA FELTY	TRUSTEE	14.00	Director	$58,733	$0	$58,733
RYAN FROST	TRUSTEE	15.00	Director	$58,744	$0	$58,744
KENNETH WEBB	TRUSTEE	15.00	Director	$59,533	$0	$59,533
ANIL IDICULLA	TRUSTEE	14.00	Director	$59,361	$0	$59,361
LAUREN PASS	TRUSTEE	14.00	Director	$29,367	$0	$29,367
ENRIQUE CRUZ	TRUSTEE	14.00	Director	$59,262	$0	$59,262
KAITRIN KRAMER	TRUSTEE	14.00	Director	$30,096	$0	$30,096
CHRISTIE OLDEN	CHIEF FINANCIAL OFFICER	55.00	Officer	$214,826	$33,186	$248,012
PAUL LAWRENCE	CHIEF EXECUTIVE OFFICER	55.00	Officer	$305,479	$52,779	$358,258
MLINDA BROTHERS	VP OF STRATEGY & INNOVATIO	55.00	Key Emp	$217,832	$56,123	$273,955
ELIZABETH DISCHERT	VP OF EDUCATION AND EVENTS	55.00	Key Emp	$161,646	$46,848	$208,494
JENNIFER DIEBLING	DIRECTOR OF MARKETING & CO	45.00	Highest	$152,023	$34,654	$186,677
CARIE LEWIS	DIRECTOR OF HUMAN RESOURCE	45.00	Highest	$147,477	$12,762	$160,239
NATHAN MICK	VP OF ADVOCACY, US AND CANADA	65.00	Highest	$187,438	$37,899	$225,337
BRANDON HACKWORTH	VP OF GOVERNANCE AND MEMBE	45.00	Highest	$135,796	$42,898	$178,694
ADAM BRAUDMEIER	GENERAL COUNSEL	45.00	Highest	$136,164	$22,533	$158,697

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
2025	$25,015,509	$26,355,378	$35,033,803	$-1,339,869
2024	$24,603,278	$24,640,625	$34,593,178	$-37,347
2023	$25,335,197	$24,939,251	$35,920,899	$395,946
2022	$25,580,737	$25,576,203	$35,830,036	$4,534
2021	$15,016,009	$16,403,269	$37,770,434	$-1,387,260
2020	$18,527,519	$19,631,171	$34,595,616	$-1,103,652
2019	$22,818,616	$24,099,852	$37,789,965	$-1,281,236
2018	$23,148,536	$21,678,897	$42,109,870	$1,469,639

AMERICAN ASSOCIATION OF ORTHODONTISTS