WASHINGTON ORTHODONTIC ALUMNI ASSOC (EIN 911221281) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

SAM FINKLEMAN

Phone

2538209434

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON ORTHODONTIC ALUMNI ASSOC, founded in 1983, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $95K exceeded revenue, resulting in a 47% operating deficit.

Mission

UWOAA SUPPORTS THE UNIVERSITY OF WASHINGTON ORTHODONTIC DEPARTMENT AND TEACHING CLINIC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,701

Program Service Revenue $36,386

Investment Income $19,337

Other Revenue $0

TOTAL REVENUE $64,424

Expense Breakdown

Grants Paid $35,905

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,764

Other Expenses $58,859

TOTAL EXPENSES $94,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,424	$52,655	+0.2%
Expenses	$94,764	$60,047	+0.6%
Net Income	$-30,340	$-7,392	+3.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$5,641

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE FEY	TRUSTEE	2.00	Director	$0	$0	$0
GREG HUANG	DEPT. CHAIR	2.00	Director	$0	$0	$0
SOLIEIL ROBERTS	TRUSTEE	2.00	Director	$0	$0	$0
KEYVAN SOHRABI	TRUSTEE	2.00	Director	$0	$0	$0
SAMUEL FINKLEMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
PETER SHAPIRO	PAST-PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER MIRABELLI	TREASURER	2.00	Officer Director	$0	$0	$0
GABRIELA ARAGON	TRUSTEE	2.00	Director	$0	$0	$0
SALLY GEE	EXECUTIVE ASSISTANT	2.00	Officer	$5,641	$0	$5,641

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	$64,424	$94,764	$783,743	$-30,340
2022	$52,655	$60,047	$736,317	$-7,392
2021	$81,889	$31,123	$882,315	$50,766
2020	$35,194	$40,670	$828,097	$-5,476
2019	$88,681	$141,373	$766,688	$-52,692
2018	$64,785	$32,026	$735,175	$32,759

WASHINGTON ORTHODONTIC ALUMNI ASSOC