ORTHODONTIC EDUCATION & RESEARCH FOUNDATION (EIN 436043226) - 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

1958

Legal Domicile

Principal Officer

DR KEVIN WALDE

Phone

3149778366

Tax Period

2024-01-01 to 2024-12-31

ORTHODONTIC EDUCATION & RESEARCH FOUNDATION, founded in 1958, is a small nonprofit in the Education sector that reported $223K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $37K, a strong 17% operating margin.

Mission

To provide for the advancement, promotion, and encouragement of education and research in orthodontics and associated fields of dentistry.

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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 $73,750

Program Service Revenue $103,513

Investment Income $45,553

Other Revenue $0

TOTAL REVENUE $222,816

Expense Breakdown

Grants Paid $26,100

Salaries & Benefits $49,878

Fundraising Expenses $0

Program Expenses $139,462

Other Expenses $109,831

TOTAL EXPENSES $185,809

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,816	$597,977	-0.6%
Expenses	$185,809	$210,427	-0.1%
Net Income	$37,007	$387,550	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KEVIN WALDE	Executive Dir.	5.00	Director	$0	$0	$0
DR ANDREW HAYES	President	1.00	Officer Director	$0	$0	$0
DR J WESLEY FLEMING	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
DR GRAHAM JONES	Vice President	1.00	Officer Director	$0	$0	$0
DR HEIDI M BUTTS	SECRETARY/TREAS	1.00	Officer Director	$0	$0	$0
DR SAMUEL I GENTRY	BOARD MEMBER	1.00	Director	$0	$0	$0
DR BRIAN WARD	BOARD MEMBER	1.00	Director	$0	$0	$0
DR BRADLEY SIMISTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DR PATRICK F FOLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DR CHRISTOPHER A O'ROURKE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR COURTLAND DRAKE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR EVAN PERKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
DR BRYN COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
DR KENNETH B ROWAN	DIR OF FINANCE	1.00	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
2024	$222,816	$185,809	$1,198,030	$37,007
2023	$597,977	$210,427	$1,053,617	$387,550
2022	$139,930	$171,204	$540,327	$-31,274
2021	$138,152	$123,003	$757,291	$15,149
2020	$152,859	$142,236	$666,157	$10,623
2019	$172,808	$181,387	$581,918	$-8,579
2018	$200,340	$155,055	$523,022	$45,285

ORTHODONTIC EDUCATION & RESEARCH FOUNDATION