FL SOC OF ORALMAXILLOFACIAL SURGEONS C/O PROFESSIONAL ASSOCIATION MANAGEMENT (EIN 591615847) - 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

1960

Legal Domicile

Principal Officer

JAMES W HOLDERFIELD

Phone

7702710453

Tax Period

2025-01-01 to 2025-12-31

FL SOC OF ORALMAXILLOFACIAL SURGEONS C/O PROFESSIONAL ASSOCIATION MANAGEMENT, founded in 1960, is a small nonprofit that reported $415K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

MEETINGS AND NEWSLETTERS TO KEEP MEMBERS INFORMED OF NEW DEVELOPMENTS IN THE FIELD OF ORAL AND MAXILLOFACIAL SURGERY IN ORDER TO IMPROVE THE QUALITY OF PATIENT CARE

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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 (2025)

Revenue Breakdown

Contributions & Grants $230,083

Program Service Revenue $175,908

Investment Income $9,431

Other Revenue $0

TOTAL REVENUE $415,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $285,204

Other Expenses $429,670

TOTAL EXPENSES $429,670

Year-over-Year Comparison

	2025	2024	Change
Revenue	$415,422	$313,695	+0.3%
Expenses	$429,670	$315,533	+0.4%
Net Income	$-14,248	$-1,838	+6.8%

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
STEPHANIE ZASTROW DDS MBA	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
T J TEJERA DMD MD	PRESIDENT	2.00	Officer Director	$0	$0	$0
WILLIAM STOROE DDS	PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
HANK HOLDERFIELD	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
MIKHAIL DAYA ATTIE DMD	2026 TRUSTEE	1.00	Director	$0	$0	$0
DANIELLE FREBURG-HOFFMEISTER DDS MD	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT HORNE DMD	2026 AAOMS ALTERNATE	1.00	Director	$0	$0	$0
CARLO GUEVARA DDS MD	2027 TRUSTEE	1.00	Director	$0	$0	$0
CHRIS HAMBROOK DDS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANTHONY CHICOLA DMD	2027 TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL BARBICK DMD MD	2028 TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER SCHAUMBERG DDS	2028 TRUSTEE	1.00	Director	$0	$0	$0
UDAY MEHTA DMS MD	2028 TRUSTEE	1.00	Director	$0	$0	$0
CHADWICK J MARSHALL DMD MD	2026 AAOMS DELEGATE	1.00	Director	$0	$0	$0
THOMAS L BOWERS IV DMD MD	2026 AAOMS DELEGATE	1.00	Director	$0	$0	$0
DOUGLAS L JOHNSON DMD	2026 AAOMS DELEGATE	1.00	Director	$0	$0	$0
BRETT T LAGGAN DDS	2026 AAOMS ALTERNATE	1.00	Director	$0	$0	$0
LANCE F GRENEVICKI DDS MD	2027 AAOMS DELEGATE	1.00	Director	$0	$0	$0
JASON PORTNOF DMD MD	2027 AAOMS DELEGATE	1.00	Director	$0	$0	$0
RUSSELL WALTHER	2027 AAOMS ALTERNATE	1.00	Director	$0	$0	$0
DANIELLE FREBURG-HOFFMEISTER DDS MD	2027 AAOMS ALTERNATE	1.00	Director	$0	$0	$0
STEPHANIE ZASTROW DDS MBA	2027 AAOMS ALTERNATE	1.00	Director	$0	$0	$0
SCOTT HORNE DMD	2026 TRUSTEE	1.00	Director	$0	$0	$0
KIM KING DMD	2026 TRUSTEE	1.00	Director	$0	$0	$0
ROSALIE NOCELLA MD DDS	2027 TRUSTEE	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
2025	$415,422	$429,670	$253,273	$-14,248
2024	$313,695	$315,533	$241,519	$-1,838
2023	$377,625	$376,395	$291,951	$1,230
2022	$337,410	$300,803	$181,068	$36,607
2021	$328,319	$319,397	$310,960	$8,922
2020	$218,311	$212,035	$239,887	$6,276
2019	$301,415	$306,616	$259,157	$-5,201
2018	$303,658	$293,085	$158,325	$10,573

FL SOC OF ORALMAXILLOFACIAL SURGEONS C/O PROFESSIONAL ASSOCIATION MANAGEMENT