PACIFIC COAST SOCIETY OF ORTHODONT… - 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

1962

Legal Domicile

Principal Officer

CALLIE CASTRO

Phone

8336217276

Tax Period

2024-01-01 to 2024-12-31

PACIFIC COAST SOCIETY OF ORTHODONTISTS, founded in 1962, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 9% surplus.

Mission

THE PACIFIC COAST SOCIETY OF ORTHODONTISTS IS A PROFESSIONAL ORGANIZATION OF ORTHODONTIC SPECIALISTS WHOSE MISSION IS TO ENGAGE AND INCLUDE OUR DIVERSE MEMBERSHIP AND TO HELP THEM PROVIDE THE HIGHEST LEVEL OF PATIENT CARE. WE PROVIDE QUALITY CONTINUING EDUCATION AND SUPPORT POLITICAL ADVOCACY FOR OUR SPECIALTY.

Program Service Accomplishments

Program 1

PUBLISHING THE PCSO BULLETIN SERVES ALL SOCIETY MEMBERS, LIBRARIES, AND SCHOOLS. THE JOURNAL PROVIDES CURRENT INFORMATION ON TECHNIQUES AND ORTHODONTIC INNOVATIONS.

Program 2

MEETINGS AND EXHIBITS SERVE MEMBERS AND NON-MEMBER ATTENDEES. THEY ENABLE ORTHODONTISTS TO LEARN NEW PRACTICE TECHNIQUES AND EXCHANGE PROFESSIONAL IDEAS.

Program 3

PROVIDES GRANTS TO COMPONENT SOCIETIES TO HOST EDUCATION EVENTS FOR MEMBER DOCTORS.

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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 $0

Program Service Revenue $1,369,184

Investment Income $284,528

Other Revenue $0

TOTAL REVENUE $1,653,712

Expense Breakdown

Grants Paid $23,175

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,474,050

TOTAL EXPENSES $1,497,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,653,712	$1,685,321	0.0%
Expenses	$1,497,225	$1,526,239	0.0%
Net Income	$156,487	$159,082	0.0%

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

$150,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL KASROVI	DELEGATION CHAIR	2.00	Officer Director	$0	$0	$0
TANYA AL-TALIB	DIRECTOR	2.00	Director	$0	$0	$0
MOSTAFA ALTALIBI	DIRECTOR	2.00	Director	$0	$0	$0
KATIE BALES	DIRECTOR	2.00	Director	$0	$0	$0
JOSE CASTILLO	DIRECTOR	2.00	Director	$0	$0	$0
ALYSSA LEVIN	DIRECTOR	2.00	Director	$0	$0	$0
BAHAR GHAFOURI	DIRECTOR	2.00	Director	$0	$0	$0
PARISA MORAVEDJE TORBATY	DIRECTOR	2.00	Director	$0	$0	$0
SAM OBAMIYI	DIRECTOR	2.00	Director	$0	$0	$0
NEHI OGBEVOEN	DIRECTOR	2.00	Director	$0	$0	$0
MIKE RICUPITO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SLATTERY	DIRECTOR	2.00	Director	$0	$0	$0
KEYVAN SOHRABI	DIRECTOR	2.00	Director	$0	$0	$0
DARON STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
SAMUEL TAM	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA WOLLER	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN YIH	DIRECTOR	2.00	Director	$0	$0	$0
TRISTA FELTY	PCSO TRUSTEE TO AAO	3.00	Officer Director	$0	$0	$0
CALLIE CASTRO	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$150,000
JOHN TROTTER	PRESIDENT	3.00	Officer	$0	$0	$0
MARY COOKE	IMMEDIATE PAST PRESIDENT	2.00	Officer	$0	$0	$0
MICHAEL FEINBERG	PRESIDENT-ELECT	2.00	Officer	$0	$0	$0
BARBARA SHELLER	SECRETARY/TREASURER	2.00	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
2024	$1,653,712	$1,497,225	$2,552,141	$156,487
2023	$1,685,321	$1,526,239	$2,360,670	$159,082
2022	$1,622,300	$1,641,677	$2,016,659	$-19,377
2021	$872,313	$526,053	$2,469,774	$346,260
2020	$695,580	$509,281	$2,031,422	$186,299
2019	$1,561,050	$1,852,649	$1,709,877	$-291,599
2018	$1,279,264	$1,354,312	$2,457,693	$-75,048

PACIFIC COAST SOCIETY OF ORTHODONTISTS