2025-04-15T15:35:50-05:00 2024-05-31 430831507 ANDERS MINKLER HUBER & HELM LLP 800 MARKET STREET SUITE 500 ST LOUIS MO 631012501 990 2023-06-01 430763598 AMERICAN ASSOCIATION OF ORTHODONTISTS AMER 3149931700 401 N LINDBERGH BLVD ST LOUIS MO 63141 CHRISTIE OLDEN VICE PRESIDENT/CHIEF FINANCIAL OFFI 3149931700 2025-04-14 1 0 JEANNE DEE P01082093 3146555500 2023 2025-03-06 01:10:19Z CHRISTIE OLDEN 401 N LINDBERGH BLVD ST LOUIS MO 63141 38080500 0 X HTTPS://WWW.AAOINFO.ORG X 1900 MO TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION 12 12 50 406 75570 0 25316 0 21360478 22151146 2089357 1488345 1860046 963787 25335197 24603278 292000 292000 0 0 6715300 6692963 0 0 0 17931951 17655662 24939251 24640625 395946 -37347 35920899 34593178 8470127 5541220 27450772 29051958 TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. 0 0 EDUCATIONAL PROGRAMS - CONFERENCES, PUBLICATIONS, AND CONTINUING EDUCATION ARE TO PROVIDE INFORMATION ON ADVANCEMENT IN THE FIELD AND PROMOTE HIGH STANDARDS OF CARE FOR THE PUBLIC. CONVENTION AND TRADE SHOW - SEMINARS AND CONFERENCES ARE CONDUCTED TO EDUCATE MEMBERS. ALL MEMBERS ARE INVITED. TOTAL ATTENDEES 12,017; DOCTOR/STAFF ATTENDEES 6,786; MEMBER ATTENDEES 5,542. WINTER CONFERENCE 808 ATTENDEES; BULLETIN IS ISSUED 6 TIMES PER YEAR TO ALL MEMBERS; ALL MEMBERS RECEIVE SUBSCRIPTION TO THE AJO/DO JOURNAL. ON-LINE WEBINARS, STAFF WEBINARS, AND EDUCATIONAL MATERIALS ARE PROVIDED THROUGH THE YEAR. PROMOTIONS, LITERATURE, AND ADVERTISING PROVIDED TO THE GENERAL PUBLIC - PURPOSE IS TO PROMOTE HEALTH CARE AND INCREASE THE PUBLIC'S AWARENESS AND KNOWLEDGE OF THE ORTHODONTIC PROFESSION AND THE BENEFITS OF ORTHODONTIC TREATMENT FROM QUALIFIED PROFESSIONALS. PROFESSIONAL ADVOCACY - FEDERAL AND STATE LEVEL ADVOCACY TO DRIVE LEGISLATIVE AND POLICY CHANGES TO PROTECT AND SUPPORT THE INTERESTS OF THE ORTHODONTIC INDUSTRY, ORTHODONTISTS AND THEIR PATIENTS, AND TO ENSURE QUALITY OF CARE. 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 167 0 1 50 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X CHRISTIE OLDEN 3149931700 401 N LINDBERGH BOULEVARD ST LOUIS MO 63141 MYRON GUYMON PRESIDENT 25.00 X X 119615 0 0 JOHN CALLAHAN PRESIDENT ELECT 20.00 X X 96790 0 0 STEVEN SIEGEL SECRETARY/TREASURER 20.00 X X 83259 0 0 MICHAEL DURBIN TRUSTEE 14.00 X 73608 0 0 RICHARD WILLIAMS TRUSTEE 14.00 X 69912 0 0 MICHAEL SHERMAN TRUSTEE 14.00 X 64335 0 0 STEPHEN ROBIRDS TRUSTEE 14.00 X 58733 0 0 TRISTA FELTY TRUSTEE 14.00 X 58733 0 0 RYAN FROST TRUSTEE 13.00 X 59428 0 0 KENNETH WEBB TRUSTEE 15.00 X 31704 0 0 ANIL IDICULLA TRUSTEE 14.00 X 59747 0 0 LAUREN PASS TRUSTEE 14.00 X 58733 0 0 ENRIQUE CRUZ TRUSTEE 14.00 X 29367 0 0 LYNNE THOMAS GORDON CHIEF EXECUTIVE OFFICER 55.00 X 519332 0 69644 CHRISTIE OLDEN CHIEF FINANCIAL OFFICER 55.00 X 189760 0 19224 PAUL LAWRENCE CHIEF EXECUTIVE OFFICER 55.00 X 199692 0 67420 MLINDA BROTHERS VP OF STRATEGY & INNOVATION 55.00 X 218483 0 63238 ELIZABETH DISCHERT VP OF EDUCATION AND EVENTS 45.00 X 156610 0 56776 JENNIFER DIEBLING DIRECTOR OF MARKETING & COMMUNICATIONS 45.00 X 149884 0 25978 CARIE LEWIS DIRECTOR OF HUMAN RESOURCES 45.00 X 142239 0 6142 NATHAN MICK DIRECTOR OF ADVOCACY 45.00 X 187309 0 46773 BRANDON HACKWORTH VP OF GOVERNANCE AND MEMBERSHIP 45.00 X 124173 0 49247 LAURA SCHULTZ NETWORK MANAGER 45.00 X 133918 0 51603 2885364 0 456045 11 0 1 0 GOOGLE INC 1600 AMPITHEATRE PARKWAY MOUNTAIN VIEW CA 94043 SOCIAL MEDIA 3128722 FREEMAN PO BOX 734596 DALLAS TX 753734596 AUDIO VISUAL 1740978 META PLATFORMS INC 1601 WILLOW RD MENLO PARK CA 94025 SOCIAL MEDIA 1317190 PRA EVENTS INC ONE NORTH LASALLE STREET CHICAGO IL 60602 TRANSPORTATION/DECORATION 774363 ELSEVIER INC PO BOX 9546 NEW YORK NY 100874546 PUBLISHING/ADVERTISING 621515 26 MEMBERSHIP DUES AND FEES 541900 12410960 12410960 ANNUAL MEETINGS 541900 8067101 8067101 EDUCATIONAL PROGRAMS 541900 1280689 1280689 PUBLICATIONS 541900 316826 316826 AAO BULLETIN 541800 75570 75570 22151146 906427 906427 1255111 1255111 255079 270271 -15192 -15192 -15192 13688928 13107010 581918 581918 581918 -213644 99941 -313585 -313585 OTHER REVENUE 900099 37453 37453 37453 24603278 21799444 75570 2728264 82000 210000 2292353 2706113 400611 976284 317602 235672 35800 443523 36084 1294658 109098 138482 767052 226654 1080257 6308709 16908 259276 244776 CONSUMER ED. CAMPAIGN 4819669 MEMBER COMMUNICATIONS 949272 BANK AND CREDIT CARD FE 367723 HONORARIA AND SPEAKER F 67683 254366 24640625 2335891 2915276 398334 447768 1266876 1202009 103160 90563 523253 789454 9680384 6766126 3208987 2914258 27378763 25403215 637642 762642 67993 67993 35920899 34593178 4675243 4366426 1294884 1174794 2500000 0 8470127 5541220 X 27372855 28967877 77917 84081 27450772 29051958 35920899 34593178 -37347 1638533 0 X X 0 1 X 1 0 0 0 0 12390006 570119 570119 865624 -295505 76049 5679 4600 77128 76326 4011 4288 76049 88871 -5869 6676 76326 87894 3243 2266 88871 82987 5092 185 87894 0.00000 0.77000 0.23000 0 0 684000 684000 6885951 4932570 1953381 157157 108496 48661 969554 822441 147113 983722 902619 81103 2914258 X 26575940 1638533 1638533 24937407 36084 -370212 -334128 24603279 24974754 370212 370212 24604542 36084 36084 24640626 PART V, LINE 4: INCOME IS APPLIED TOWARD THE EXPENSES AND HONORARIUM FOR THE MERSHON LECTURE PRESENTED AT THE ANNUAL SESSION. PART X, LINE 2: AAO IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (THE "CODE"), EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES AS DEFINED IN THE CODE. ACCORDINGLY, AAO FILES AS A TAX EXEMPT ORGANIZATION. AAOSI IS A FOR-PROFIT SUBSIDIARY AND FILES A SEPARATE INCOME TAX RETURN. INCOME TAXES ARE PROVIDED FOR THE TAX EFFECTS OF THE TRANSACTIONS OF AAOSI AS REPORTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. PAC CONSTITUTES A POLITICAL ORGANIZATION UNDER SECTION 527(F)(3) OF THE INTERNAL REVENUE CODE, AND IS, THEREFORE, SUBJECT TO INCOME TAX ON TAXABLE INCOME. FOR THESE PURPOSES, CAMPAIGN CONTRIBUTIONS ARE NOT INCLUDIBLE AND EXPENDITURES FOR CAMPAIGN PURPOSES ARE NOT DEDUCTIBLE IN DETERMINING TAXABLE INCOME. THE ASSOCIATION IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN (OR EXPECTED TO BE TAKEN) IN THE COURSE OF PREPARING THE ASSOCIATION'S TAX RETURNS AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF MAY 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. IF APPLICABLE, THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES IN THE CONSOLIDATED STATEMENTS OF INCOME. THE ASSOCIATION FOLLOWS GUIDANCE ISSUED BY THE FASB ON ACCOUNTING FOR INCOME TAXES AND HAS EVALUATED ITS TAX POSITIONS, EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS, AND BELIEVES THAT NO PROVISION FOR INCOME TAXES IS NECESSARY TO COVER ANY UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S RETURNS FOR TAX YEARS 2020 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -270,271. COST OF GOODS SOLD -99,941. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 270,271. COST OF GOODS SOLD 99,941. 1 AMERICAN DENTAL EDUCATION ASSOCIATION 211 E CHICAGO AVE CHICAGO IL 60611 360724690 7000 0 GENERAL SUPPORT GRADUATE OTRHODONTIC RESIDENTS PROGRAM 338 PHEASANT RUN LANE FINDLAY OH 45840 464807567 75000 0 GENERAL SUPPORT FACULTY FELLOWSHIP 6 180000 CRANIOFACIAL ORTHODONTIC FELLOWSHIP 1 30000 PART I, LINE 2: THE AMERICAN ASSOCIATION OF ORTHODONTISTS PROVIDES SPONSORSHIPS AND SIMILAR FUNDING TO ESTABLISHED PROGRAMS AND ORGANIZATIONS. X X X 1 1 X X X 0 0 0 LYNNE THOMAS GORDON CHIEF EXECUTIVE OFFICER 485946 0 33386 0 0 0 55488 0 14156 0 588976 0 0 0 MLINDA BROTHERS VP OF STRATEGY & INNOVATION 218483 0 0 0 0 0 22542 0 40696 0 281721 0 0 0 PAUL LAWRENCE CHIEF EXECUTIVE OFFICER 199692 0 0 0 0 0 18803 0 48617 0 267112 0 0 0 NATHAN MICK DIRECTOR OF ADVOCACY 187309 0 0 0 0 0 17478 0 29295 0 234082 0 0 0 ELIZABETH DISCHERT VP OF EDUCATION AND EVENTS 156610 0 0 0 0 0 16553 0 40223 0 213386 0 0 0 CHRISTIE OLDEN CHIEF FINANCIAL OFFICER 189760 0 0 0 0 0 5564 0 13660 0 208984 0 0 0 LAURA SCHULTZ NETWORK MANAGER 133918 0 0 0 0 0 13401 0 38202 0 185521 0 0 0 JENNIFER DIEBLING DIRECTOR OF MARKETING & COMMUNICATIO 149884 0 0 0 0 0 4692 0 21286 0 175862 0 0 0 BRANDON HACKWORTH VP OF GOVERNANCE AND MEMBERSHIP 124173 0 0 0 0 0 9496 0 39751 0 173420 0 0 0 PART I, LINE 1A BOARD MEMBERS AND OFFICERS MAY BE REIMBURSED FOR THE TRAVEL OF A SPOUSE OR GUEST TO MEETINGS SPECIFIED IN THE POLICY. GENERALLY, BOARD AND COMMITTEE MEETINGS ARE NOT ELIGIBLE FOR REIMBURSEMENT OF COMPANION TRAVEL. FOR SPECIFIED MEETINGS INVOLVING FLIGHTS OVER 2 HOURS, OFFICERS MAY BE REIMBURSED FOR THE NEXT CLASS ABOVE COACH SUBJECT TO THE WRITTEN TRAVEL POLICY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF FIVE MEMBERS: THE PRESIDENT, THE PRESIDENT-ELECT, THE SECRETARY-TREASURER, AND THE TWO MOST SENIOR TRUSTEES. THIS COMMITTEE SHALL HAVE THE POWER TO ACT FOR THE FULL BOARD OF TRUSTEES IN THE INTERIM BETWEEN SESSIONS OF THE BOARD, AND IT SHALL REPORT SUCH ACTIONS TO THE BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 6 AAO HAS A TOTAL OF 19,120 MEMBERS (INCLUDING 3,223 INTERNATIONAL MEMBERS) FORM 990, PART VI, SECTION A, LINE 7A THE HOUSE OF DELEGATES AND THE BOARD OF TRUSTEES ARE CHOSEN BY MEMBERS OF THE AAO CONSTITUENT ORGANIZATIONS. MEMBERS OF THE CONSTITUENT ORGANIZATIONS ARE ALSO MEMBERS OF THE AAO. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS, BASED UPON INFORMATION PROVIDED BY AAO. THE FORM 990 IS REVIEWED BY THE ACCOUNTING MANAGER AND THE VP OF FINANCE. THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT, WHICH ASKS THEM TO LIST ANY POTENTIAL CONFLICT. ALL DISCLOSED CONFLICTS ARE EXAMINED BY THE APPROPRIATE PERSON. IN ADDITION, EACH BOARD MEETING INCLUDES INQUIRY AS TO WHETHER THERE ARE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COAC (CENTRAL OFFICE ADVISORY COMMITTEE) MADE UP OF VOTING MEMBERS OF THE BOT (BOARD OF TRUSTEES) DETERMINES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. THEY DO A WRITTEN EVALUATION BASED ON A BOARD SOURCE EXECUTIVE DIRECTOR/CHIEF STAFF FORM. INFORMATION FROM SALARY SURVEYS BY ASAE, THE QUATT SURVEY AND ASSOCIATION FORUM BENCHMARKING ARE PROVIDED TO THE COAC. FOR COMPENSATION OTHER THAN THE CHIEF EXECUTIVE OFFICER, THE INDEPENDENT SOURCE (AAIMS) IS USED. FORM 990, PART VI, SECTION C, LINE 19 SUMMARY FINANCIAL STATEMENTS ARE PUBLISHED ON THE AAO MEMBERS' WEBSITE. BYLAWS AND ALL POLICIES ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE AAO MEMBERS' WEBSITE. FINANCIAL INFORMATION IS UPDATED WITH D&B ANNUALLY. FORM 990, PART XII, LINE 2C: NO CHANGES TO THIS PROCESS AAO POLITICAL ACTION COMMITTEE 401 N LINDBERGH BLVD ST LOUIS MO 63141 431689930 SUPPORT CANDIDATES FOR ELECTION TO LEGISLATIVE AND EXECUTIVE OFFICE MO 527 0 AAO SERVICES INC 401 N LINDBERGH BLVD ST LOUIS MO 63141 431709728 INSURANCE MO AAO C 282959 2111682 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 AAO SERVICES INC A 82008 CASH AAO SERVICES INC N 127465 CASH AAO SERVICES INC O 96279 CASH AAO SERVICES INC Q 1351389 CASH