NORTH CAROLINA SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS (EIN 911838648) - 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

1977

Legal Domicile

Principal Officer

JW HOLDERFIELD

Phone

7702710453

Tax Period

2023-01-01 to 2023-12-31

NORTH CAROLINA SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS, founded in 1977, is a small nonprofit in the Community Improvement sector that reported $168K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $215K exceeded revenue, resulting in a 27% operating deficit.

Mission

PROMOTE THE ORAL AND MAXILLOFACIAL PROFESSION.

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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 $146,750

Program Service Revenue $17,200

Investment Income $4,393

Other Revenue $0

TOTAL REVENUE $168,343

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $204,564

TOTAL EXPENSES $214,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,343	$203,556	-0.2%
Expenses	$214,564	$214,318	+0.0%
Net Income	$-46,221	$-10,762	+3.3%

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
ADAM SERLO DMD MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
TERESA BIGGERSTAFF DDS MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTIN DRAB DMD	SECRETARY/ TREASURER	1.00	Officer Director	$0	$0	$0
BRYAN NEUWIRTH DDS MD	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK OGHALAI DDS	DELEGATE	1.00	Director	$0	$0	$0
ADAM SERLO DMD MD	DELEGATE	1.00	Director	$0	$0	$0
GRAHAM WILSON DDS	ALTERNATE DELEGATE	1.00	Director	$0	$0	$0
CAMERON CAVOLA	ALTERNATE DELEGATE	1.00	Director	$0	$0	$0
GARRETT STIGALL DMD	MEMBER AT-LARGE	1.00	Director	$0	$0	$0
GRAHAM WILSON DDS	MEMBER AT-LARGE	1.00	Director	$0	$0	$0
JW HOLDERFIELD	EXECUTIVE DIRECTOR	2.00	Director	$0	$0	$0
BRANDI KING	EXECUTIVE ASSISTANT	2.00	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
2024	No data	No data	No data	No data
2023	$168,343	$214,564	$123,320	$-46,221
2022	$203,556	$214,318	$142,868	$-10,762

NORTH CAROLINA SOCIETY OF ORAL AND MAXILLOFACIAL SURGEONS