SOUTHERN ASSOCIATION OF ORTHODONTI… - Form 990 Financial Data

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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

1921

Principal Officer

DONALD BALHOFF

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN ASSOCIATION OF ORTHODONTISTS INC, founded in 1921, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $288K, a strong 16% operating margin.

Mission

TO SUPPORT ITS MEMBERS THROUGH PROMOTION OF THE SPECIALTY OF ORTHODONTICS DEDICATED TO QUALITY PATIENT CARE, CONTINING EDUCATION AND POLITICAL ADVOCACY.

Program Service Accomplishments

Program 1

CONTINUED EDUCATION FOR DOCTORS AND THEIR STAFF, PROVIDED THROUGH ANNUAL MEETINGS AND LEADSHIP OPPORTUNITIES.

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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 $467,250

Program Service Revenue $773,455

Investment Income $566,386

Other Revenue $7,191

TOTAL REVENUE $1,814,282

Expense Breakdown

Grants Paid $52,825

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,473,411

TOTAL EXPENSES $1,526,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,814,282	$2,048,584	-0.1%
Expenses	$1,526,236	$1,336,773	+0.1%
Net Income	$288,046	$711,811	-0.6%

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

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
JEREMY ALBERT	DIRECTOR	N/A	Director	$0	$0	$0
TJ ALBERT	DIRECTOR	N/A	Director	$0	$0	$0
TYLER ALLEN	DIRECTOR	N/A	Director	$0	$0	$0
DONALD BALHOFF	TREASURER	N/A	Officer Director	$0	$0	$0
INDIA COLLIER	DIRECTOR	N/A	Director	$0	$0	$0
ENRIQUE CRUZ	DIRECTOR	N/A	Director	$0	$0	$0
MATTHEW DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
J KENDALL DILLEHAY	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTINE ELLIS	PRES ELECT	N/A	Officer Director	$0	$0	$0
BRYAN HAMBY	DIRECTOR	N/A	Director	$0	$0	$0
GREG INMAN	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTIAN JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
PRESTON MILLER	PRES ELECT	N/A	Officer Director	$0	$0	$0
ERIC NEASE	PRESIDENT	N/A	Officer Director	$0	$0	$0
MATTHEW NG	PRESIDENT	N/A	Officer Director	$0	$0	$0
DR LANCE PITTMAN	DIRECTOR	N/A	Director	$0	$0	$0
STEVE ROBIRDS	DIRECTOR	N/A	Director	$0	$0	$0
ANDREA FONT RYTZNER	DIRECTOR	N/A	Director	$0	$0	$0
GEORGE SABOL	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT SELDEN	DIRECTOR	N/A	Director	$0	$0	$0
KYLE SHANNON	DIRECTOR	N/A	Director	$0	$0	$0
RYAN THEOBALD	DIRECTOR	N/A	Director	$0	$0	$0
CORBIN TURPIN	DIRECTOR	N/A	Director	$0	$0	$0
JASON VASSAR	DIRECTOR	N/A	Director	$0	$0	$0
PAIGE WHITT	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD WILLIAMS	DIRECTOR	N/A	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	$1,814,282	$1,526,236	$4,227,062	$288,046
2023	$2,048,584	$1,336,929	$3,619,479	$711,655
2022	$852,840	$1,417,924	$3,297,424	$-565,084
2021	$926,326	$749,247	$3,115,394	$177,079
2020	$553,762	$397,192	$3,237,541	$156,570
2019	$1,066,276	$828,856	$2,869,537	$237,420
2018	$786,866	$606,457	$2,667,759	$180,409

SOUTHERN ASSOCIATION OF ORTHODONTISTS INC