AMERICAN ASSOC OF ORTHODONTISTS FDN (EIN 436056320) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

BRETT SCHOTT

Phone

3149931700

Tax Period

2023-08-01 to 2024-07-31

AMERICAN ASSOC OF ORTHODONTISTS FDN, founded in 1961, is a community nonprofit in the Health Care sector that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $301K, a strong 17% operating margin.

Mission

THE FOUNDATION PROVIDES SUPPORT FOR RESEARCH AND EDUCATION IN THE FIELD OF ORTHODONTICS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $328,631

Program Service Revenue $0

Investment Income $1,457,230

Other Revenue $2,100

TOTAL REVENUE $1,787,961

Expense Breakdown

Grants Paid $578,190

Salaries & Benefits $388,796

Fundraising Expenses $246,139

Program Expenses $811,242

Other Expenses $520,067

TOTAL EXPENSES $1,487,053

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,787,961	$5,368,611	-0.7%
Expenses	$1,487,053	$1,839,831	-0.2%
Net Income	$300,908	$3,528,780	-0.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,025,372

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ORHAN TUNCAY	DIRECTOR	2.00	Director	$0	$0	$0
JOHN LORENZ	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN CARTER	DIRECTOR	2.00	Director	$0	$0	$0
SIMON BEARD	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER SHAHAR	DIRECTOR	2.00	Director	$0	$0	$0
JAMES KLARSCH	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN LOWE	DIRECTOR	2.00	Director	$0	$0	$0
WANDA CLARO	DIRECTOR	2.00	Director	$0	$0	$0
MARK BERKMAN	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS BENTSON	PRESIDENT	3.00	Director	$0	$0	$0
ROBERT JAMES BRAY	DIRECTOR	2.00	Director	$0	$0	$0
LILI HORTON	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
FRANK HEMM	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JENNA SCHNEIDER	DIRECTOR	2.00	Director	$0	$0	$0
YUNA PARK	DIRECTOR	2.00	Director	$0	$0	$0
NEAL KRAVITZ	DIRECTOR	2.00	Director	$0	$0	$0
NORMAND BOUCHER	DIRECTOR	2.00	Director	$0	$0	$0
J MARTIN PALOMO	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW MILLER	DIRECTOR	2.00	Director	$0	$0	$0
JACKIE BODE	SR. VICE PRESIDENT	45.00	Officer	$143,285	$25,999	$169,284
LYNNE THOMAS GORDON	SECRETARY-TREASURER	3.00	Officer	$0	$69,644	$588,976
BRETT SCHOTT	VICE PRESIDENT	48.00	Officer	$0	$0	$0
TREY LAWRENCE	SECRETARY-TREASURER	2.00	Officer	$0	$67,420	$267,112

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	$1,787,961	$1,487,053	$39,726,202	$300,908
2023	$5,368,611	$1,839,831	$37,688,529	$3,528,780
2022	$2,958,028	$2,206,768	$36,858,261	$751,260
2021	$1,725,993	$1,442,211	$40,375,058	$283,782
2020	$1,769,668	$1,359,711	$34,457,782	$409,957
2019	$361,798	$1,857,617	$34,666,769	$-1,495,819
2019	$361,798	$1,857,617	$34,666,769	$-1,495,819
2018	$2,022,172	$1,510,671	$35,388,754	$511,501

AMERICAN ASSOC OF ORTHODONTISTS FDN