The Charles H Tweed International Foundation for Orthodontic Research (EIN 956055543) - 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

1947

Legal Domicile

Principal Officer

Bonnie Shewairy

Phone

5203266002

Tax Period

2024-06-01 to 2025-05-31

The Charles H Tweed International Foundation for Orthodontic Research, founded in 1947, is a community nonprofit in the Medical Research sector that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $391K, a strong 28% operating margin.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $708,465

Program Service Revenue $419,644

Investment Income $269,814

Other Revenue $0

TOTAL REVENUE $1,397,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,190

Fundraising Expenses $0

Program Expenses $737,129

Other Expenses $892,753

TOTAL EXPENSES $1,006,943

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,397,923	$1,334,831	+0.0%
Expenses	$1,006,943	$829,045	+0.2%
Net Income	$390,980	$505,786	-0.2%

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

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

$67,000

Total Directors

$166,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bonnie Shewairy	Admin/ Exec Director	20.00	Director	$106,125	$0	$106,125
James L Vaden	Exec Director	0.00	Officer Director	$60,000	$0	$60,000
Ray Fuqua	President	0.00	Officer	$7,000	$0	$7,000

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
2025	$1,397,923	$1,006,943	$4,099,414	$390,980
2024	$1,334,831	$822,401	$4,015,423	$512,430
2023	$673,822	$852,117	$3,358,758	$-178,295
2022	$168,964	$549,587	$3,489,399	$-380,623
2021	$978,990	$170,880	$3,713,965	$808,110

The Charles H Tweed International Foundation for Orthodontic Research