The Orthodontic Foundation Inc

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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

1998

Legal Domicile

Principal Officer

Dr Samuel A Winkelmann

Phone

2813928735

Tax Period

2024-01-01 to 2024-12-31

The Orthodontic Foundation Inc, founded in 1998, is a small nonprofit in the Education sector that reported $295K in total revenue in fiscal year 2024. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $220K, a strong 75% operating margin.

Mission

To foster advancements in the art & science of orthodontics through clinical research & publishing, to fund educational activities at Univ. of Texas orthodontics dept., by providing facilities & eqpt., research projects, guest speakers, seminars, and endeavors.

Program Service Accomplishments

Program 1

Expenses: $41,000 Revenue: $0

IN FURTHERING THE ORTHODONTICS EDUCATIONAL ACTIVITIES, CONTRIBUTIONS OF 41,000 WERE MADE TO ??? STUDENTS FOR TRAVEL, FEES, AND EXPENSES OF ATTENDING TESTING SESSIONS AND SEMINARS TO BETTER LEARN...

IN FURTHERING THE ORTHODONTICS EDUCATIONAL ACTIVITIES, CONTRIBUTIONS OF 41,000 WERE MADE TO ??? STUDENTS FOR TRAVEL, FEES, AND EXPENSES OF ATTENDING TESTING SESSIONS AND SEMINARS TO BETTER LEARN ADVANCED ORTHODONTIC TECHNIQUES.

Program 2

Expenses: $18,759 Revenue: $0

IN FURTHERING THE ORTHODONTICS EDUCATIONAL ACTIVITIES, $1,079 WAS WAS PAID FOR BANK FEES FOR PAYPAL, AND #17,679 WAS PAID FOR TRAVEL AND MEALS FOR INTERVIEWING POTENTIAL APPLICANTS.

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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 $54,371

Program Service Revenue $0

Investment Income $241,120

Other Revenue $0

TOTAL REVENUE $295,491

Expense Breakdown

Grants Paid $59,759

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,759

Other Expenses $15,460

TOTAL EXPENSES $75,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,491	$120,321	+1.5%
Expenses	$75,219	$80,591	-0.1%
Net Income	$220,272	$39,730	+4.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Sam Winkelmann	Treasurer	1.00	Officer Director	$0	$0	$0
Dr Audrey Moon	Secretary	1.00	Officer Director	$0	$0	$0
Dr Randy Ellis	President	1.00	Officer Director	$0	$0	$0
Dr Lacey Harris	Secretary	1.00	Officer 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	$295,491	$75,219	$4,272,797	$220,272
2023	$120,321	$80,591	$4,052,525	$39,730
2022	$731,317	$90,120	$3,942,211	$641,197
2021	$298,092	$87,794	$4,371,960	$210,298
2020	$172,614	$53,970	$3,858,395	$118,644
2019	$154,894	$84,686	$3,379,933	$70,208