MID ATLANTIC SOC OF ORTHODONTISTS (EIN 526047644) - 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

2004

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

MID ATLANTIC SOC OF ORTHODONTISTS, founded in 2004, is a small nonprofit that reported $219K in total revenue in fiscal year 2023. Expenses of $254K exceeded revenue, resulting in a 16% operating deficit.

Mission

The Middle Atlantic Society of Orthodontists, a constituent of the American Association of Orthodontists, shall promote ethical and quality orthodontic care while advocating and providing a voice for our members, components and educational institutions.

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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 (2023)

Revenue Breakdown

Contributions & Grants $136,080

Program Service Revenue $64,697

Investment Income $16,829

Other Revenue $1,000

TOTAL REVENUE $218,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,850

Other Expenses $254,327

TOTAL EXPENSES $254,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$218,606	N/A	N/A
Expenses	$254,327	N/A	N/A
Net Income	$-35,721	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE SIEGEL	TRUSTEE	1.00	Director	$0	$0	$0
JANE TREIBER	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
NORMAND BOUCHER	EDITOR	1.00	Director	$0	$0	$0
RICHARD ALBRIGHT	DELEGATION CHAIR	1.00	Director	$0	$0	$0
SANA AUGUSTUS	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
PAUL BATASTINI	SECRETARY	1.00	Officer	$0	$0	$0
ALIREZA OMID RAJAEI	PRESIDENT	1.00	Officer	$0	$0	$0
LYNETTE GARCIA	TREASURER	1.00	Officer	$0	$0	$0
DAVE HARMON	PAST PRESIDENT	1.00	Officer	$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	No data	No data	No data	No data
2023	$218,606	$254,327	$802,872	$-35,721
2022	$197,832	$262,878	$769,863	$-65,046
2021	$251,069	$167,945	$993,930	$83,124
2020	$165,956	$156,237	$810,300	$9,719
2019	$310,757	$218,004	$734,411	$92,753
2018	$208,841	$237,362	$634,132	$-28,521

MID ATLANTIC SOC OF ORTHODONTISTS