Southwestern Society 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

1950

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Southwestern Society of Orthodontists, founded in 1950, is a small nonprofit that reported $174K in total revenue in fiscal year 2023. Expenses of $164K left a modest 5% surplus.

Mission

To advance Orthodontic Arts and Sciences

Program Service Accomplishments

Program 1

To provide representation to the American Association of Orthodontists, facilitate and encourage the exchange of information between our members and the American Association of Orthodontists, support research and the faculty of our regional educational institutions, and provide opportunities for fellowship and education.

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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 $152,711

Program Service Revenue $4,046

Investment Income $17,068

Other Revenue $0

TOTAL REVENUE $173,825

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $153,317

TOTAL EXPENSES $164,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,825	$174,108	0.0%
Expenses	$164,317	$194,886	-0.2%
Net Income	$9,508	$-20,778	-1.5%

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	Role	Reportable Comp	Other Comp	Total
Philip Kierl	Director	Director	$0	$0	$0
Trey Jackson	Director	Director	$0	$0	$0
Matthew Davis	Director	Director	$0	$0	$0
Andrea Font Rytzner	Director	Director	$0	$0	$0
Lacey Harris	Director	Director	$0	$0	$0
John Wise	Director	Director	$0	$0	$0
Stephen Robirds	Trustee	Director	$0	$0	$0
Deji Fashemo	Director	Director	$0	$0	$0
J Kendall Dillehay	Director	Director	$0	$0	$0
Matthew Ng	Vice President	Officer	$0	$0	$0
Onur Kadioglu	President - Elect	Officer	$0	$0	$0
Jesse Teng	Immed Past President	Officer	$0	$0	$0
Christine Ellis	SecretaryTreasurer	Officer	$0	$0	$0
Joe Moon	President	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
2023	$173,825	$164,317	$445,350	$9,508
2022	$154,607	$195,323	$418,814	$-40,716
2022	$174,108	$193,705	$438,318	$-19,597
2021	$386,486	$330,401	$459,264	$56,085
2020	$108,335	$61,828	$399,431	$46,507
2019	$209,901	$180,495	$353,403	$29,406
2018	$283,827	$126,820	$444,892	$157,007

Southwestern Society of Orthodontists