AMERICAN ASSOCIATION OF ORTHODONTISTS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF ORTHODONTISTS (EIN 43-0763598)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-16
- IRS object ID
- 201811069349301411
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-16T19:49:38-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RubinBrown LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Brentwood | AddressLine1Txt |
| City | Saint Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430763598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Association of Orthodontists | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3149931700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Lindbergh Blvd | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne Thomas Gordon | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3149931700 | PhoneNum |
| Signature | 2018-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent W Stevens | PreparerPersonNm |
| PTIN | P01291820 | PTIN |
| Phone | 3142903300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.219.218.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-16 | IPDt |
| IP Tm | 14:58:18 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 034A342B1D24342BC1837AEE5D98E913948E5EB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lynne Thomas Gordon | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Lindbergh Blvd | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,750,555 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.mylifemysmile.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $222,080 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$25,319 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,502 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,100 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,200,220 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,696,689 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$533,354 | PYInvestmentIncomeAmt |
| CY Investment Income | $930,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,446,858 | PYOtherRevenueAmt |
| CY Other Revenue | $1,266,901 | CYOtherRevenueAmt |
| PY Total Revenue | $24,164,226 | PYTotalRevenueAmt |
| CY Total Revenue | $23,899,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,608,488 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,815,204 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,187,702 | PYOtherExpensesAmt |
| CY Other Expenses | $16,200,499 | CYOtherExpensesAmt |
| PY Total Expenses | $24,896,190 | PYTotalExpensesAmt |
| CY Total Expenses | $22,061,703 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$731,964 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,837,492 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,320,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,930,139 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,763,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,817,643 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,556,759 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,112,496 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CONVENTION AND TRADE SHOW - SEMINARS AND CONFERENCES ARE CONDUCTED TO EDUCATE MEMBERS. ALL MEMBERS ARE INVITED. TOTAL ATTENDEES 17,346; DOCTOR/STAFF ATTENDEES 6,740; MEMBER ATTENDEES 5,868 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL PROGRAMS - CONFERENCES, PUBLICATION, AND CONTINUING EDUCATION ARE TO PROVIDE INFORMATION ON ADVANCEMENT IN THE FIELD AND PROMOTE HIGH STANDARDS OF CARE FOR THE PUBLIC. WINTER CONFERENCE 371 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Casandra Scales | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3149931700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Lindbergh Blvd | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Nahid Maleki | ||||||||
| President Elect | 34.00 | Yes (X) | Yes (X) | $87,077 | $0 | $0 | ||
| Brent Larson | ||||||||
| Secretary/Treas. | 20.00 | Yes (X) | Yes (X) | $78,620 | $0 | $0 | ||
| Chris Roberts | ||||||||
| Board Member | 18.00 | Yes (X) | $66,311 | $0 | $0 | |||
| Kendall Dillehay | ||||||||
| Board Member | 14.00 | Yes (X) | $60,897 | $0 | $0 | |||
| Norman Nagel | ||||||||
| Board Member | 14.00 | Yes (X) | $57,521 | $0 | $0 | |||
| Myron Guymon | ||||||||
| Board Member | 15.00 | Yes (X) | $57,071 | $0 | $0 | |||
| Steven Siegel | ||||||||
| Board Member | 14.00 | Yes (X) | $21,927 | $0 | $0 | |||
| Gary Inman | ||||||||
| Board Member | 14.00 | Yes (X) | $68,505 | $0 | $0 | |||
| John Callahan | ||||||||
| Board Member | 14.00 | Yes (X) | $56,305 | $0 | $0 | |||
| Dewayne McCamish | ||||||||
| President | 40.00 | Yes (X) | $119,856 | $0 | $0 | |||
| Michael Foy | ||||||||
| Speaker of the House | 6.00 | Yes (X) | $55,900 | $0 | $0 | |||
| Chris Vranas | ||||||||
| Executive Director (Former) | 55.00 | Yes (X) | $444,171 | $0 | $71,688 | |||
| Jill Nowak | ||||||||
| Director of Finance (Former) | 35.00 | Yes (X) | $202,488 | $0 | $69,157 | |||
| Casandra Scales | ||||||||
| Director of Finance & Administration | 55.00 | Yes (X) | $177,064 | $0 | $69,157 | |||
| Linda Gladden | ||||||||
| Director of Communications (Former) | 45.00 | $154,103 | $0 | $45,634 | Yes (X) | |||
| Julie Sutter | ||||||||
| Dir. of Leadership Entities / COO | 50.00 | $166,685 | $0 | $34,415 | Yes (X) | |||
| Anita Craig | ||||||||
| Director of Education & Membership | 50.00 | $208,062 | $0 | $50,455 | Yes (X) | |||
| Kevin Dillard | ||||||||
| Legal Counsel | 50.00 | $209,427 | $0 | $57,176 | Yes (X) | |||
| Scott Cant | ||||||||
| Sr. Manager of Endorsed Products | 45.00 | $139,225 | $0 | $48,738 | Yes (X) | |||
| Eric Mutrux | ||||||||
| Sr. Manager of Information | 45.00 | $128,502 | $0 | $39,933 | Yes (X) | |||
| Alan Baum | ||||||||
| Sr. Manager Website Services | 50.00 | $120,892 | $0 | $29,329 | Yes (X) | |||
| Deborah Haman | ||||||||
| Sr. Mtgs and Exhibits Mgr | 45.00 | $109,340 | $0 | $29,329 | Yes (X) | |||
| Sean Murphy | ||||||||
| Associate General Counsel | 50.00 | $106,804 | $0 | $29,329 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,896,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $574,340 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ATHORN CLARK & PARTNERS INC | |||||
| 38 EAST 29TH STREET | NEW YORK | NY | 10016 | PUBLIC RELATIONS | $3,179,817 |
| FREEMAN AUDIO VISUAL and FREEMAN DECORAT | |||||
| 2800 Teakwood Lane | Plano | TX | 75075 | Audio Visual | $1,840,874 |
| GOODWAY GROUP Inc | |||||
| po box 607 | JENKINTOWN | PA | 19046 | DIGITAL CAMPAIGN | $792,153 |
| THE SUMMIT GROUP Communications | |||||
| 117 West 400 South | Salt Lake City | UT | 84101 | pUBLIC RELATIONS | $577,024 |
| Simulmedia | |||||
| 401 Park Ave S | New York | NY | 10016 | PUBLIC RELATIONS | $432,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,100 | AllOtherContributionsAmt |
| Total Contributions | $5,100 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES AND FEES | 541900 | $13,972,080 | $13,972,080 | |
| ANNUAL MEETING | 541900 | $6,807,270 | $6,807,270 | |
| EDUCATIONAL PROGRAMS | 541900 | $592,485 | $592,485 | |
| Publications | 541900 | $215,789 | $215,789 | |
| AAO BULLETIN | 541800 | $109,065 | $109,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,696,689 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $710,043 | TotalRevenueColumnAmt |
| Exclusion | $710,043 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,040,944 | TotalRevenueColumnAmt |
| Exclusion | $1,040,944 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $232,187 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $249,917 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$17,730 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,730 | TotalRevenueColumnAmt |
| Exclusion | -$17,730 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,645,672 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,425,210 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $220,462 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,462 | TotalRevenueColumnAmt |
| Exclusion | $220,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $391,226 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $176,233 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $101,978 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $113,015 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,694 | TotalRevenueColumnAmt |
| Exclusion | $28,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,694 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,899,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,689,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $222,080 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,982,413 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,316,671 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,476,634 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,905 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,164 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,830 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,508 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,300 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,736 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,351 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,189 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,048 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,950 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,274 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,070 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,854,785 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,908 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,007 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,383 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CONSUMER ED. CAMPAIGN | $4,758,699 |
| BOARD PROJ/COMMITTEES | $1,930,515 |
| MEMBER COMMUNICATIONS | $1,345,905 |
| COUNCIL ADMIN/PROJECTS | $421,819 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,052 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,061,703 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,762,471 | BOYAmt |
| EOY | $730,619 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,164,787 | BOYAmt |
| EOY | $6,878,036 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $987,834 | BOYAmt |
| EOY | $1,365,633 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,986 | BOYAmt |
| EOY | $90,828 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,141 | BOYAmt |
| EOY | $506,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,642,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,558,235 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,614,041 | BOYAmt |
| EOY | $5,084,730 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,352,786 | BOYAmt |
| EOY | $25,679,674 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,644 | BOYAmt |
| EOY | $237,644 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,509 | BOYAmt |
| EOY | $356,257 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,320,199 | BOYAmt |
| EOY | $40,930,139 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,791,845 | BOYAmt |
| EOY | $4,162,461 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,001 | BOYAmt |
| EOY | $1,976,915 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,575,000 | BOYAmt |
| EOY | $2,425,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,594 | BOYAmt |
| EOY | $253,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,763,440 | BOYAmt |
| EOY | $8,817,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,467,307 | BOYAmt |
| EOY | $32,026,400 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,459 | BOYAmt |
| EOY | $18,103 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,993 | BOYAmt |
| EOY | $67,993 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,556,759 | BOYAmt |
| EOY | $32,112,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,320,199 | BOYAmt |
| EOY | $40,930,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,837,492 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,718,245 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $13,942,768 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $236,737 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $236,737 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $328,336 | AggregateReportedDuesNtcAmt |
| Taxable | -$91,599 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,398 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,191 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,493 | OtherExpendituresAmt |
| End Year Balance | $86,096 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,740 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,964 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,306 | OtherExpendituresAmt |
| End Year Balance | $86,398 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,768 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,072 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,100 | AdministrativeExpensesAmt |
| End Year Balance | $88,740 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,106 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,417 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,755 | AdministrativeExpensesAmt |
| End Year Balance | $87,768 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,312 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,994 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,200 | AdministrativeExpensesAmt |
| End Year Balance | $86,106 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78970 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21030 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $684,000 | OtherCostOrOtherBasisAmt |
| Book Value | $684,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,941,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,170,514 | DepreciationAmt |
| Book Value | $3,770,789 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,141 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,395 | DepreciationAmt |
| Book Value | $49,746 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,914,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,909,966 | DepreciationAmt |
| Book Value | $4,445 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,001,110 | OtherCostOrOtherBasisAmt |
| Depreciation | $425,360 | DepreciationAmt |
| Book Value | $575,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,084,730 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $253,267 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $253,267 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,043,590 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,718,245 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $426,150 | OtherRevenueAmt |
| Revenue Not Reported | $2,144,395 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,899,195 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,899,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,487,853 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $426,150 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $426,150 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,061,703 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,061,703 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Income is applied toward the expenses and honorarium for the Mershon lecture presented at the annual session. |
| Part XI, Line 2d - Other Adjustments: | cost of goods sold 176,233. rental expenses 249,917. rounding |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses 249,917. Cost of Goods sold 176,233. rounding |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America - Canada and Mexico, but not US | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | program services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | advance orthodontics | SpecificServicesProvidedTxt |
| Region Total Expenditures | $309,622 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $309,622 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $309,622 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | AAO receives membership dues and other receipts from international members. The related program service expenses are assumed to equal the estimated amount of revenues from outside the united states. although a significant portion of the expenditures is incurred within the united states, the benefits of the educational programs and of the advancement of the art and science of orthodontics are intangible and enjoyed by members and the public in the home country of members. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF mICHIGAN | |||||||
| 1011 N UNIVERSITY AVE | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| AMERICAN DENTAL ASSOCIATION | |||||||
| 28094 NETWORK PLACE | CHICAGO | IL | 60673 | 360724690 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CRANIOFACIAL TEACHING FELLOWSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $30,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The American Association of Orthodontists provides sponsorships and similar funding to established programs and organizations. Annual contributions to the graduate orthodontics residents program (GORP) sponsor a 3 day event which introduces residents to the programs and services of the AAO and builds relationships between the various orthodontic programs and the students in them. The contribution is used to fund space rental for the meeting, meals and social events for attendees. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chris Vranas | ||||||||||||||
| Executive Director (Former) | $444,171 | $0 | $0 | $0 | $0 | $0 | $39,600 | $0 | $32,088 | $0 | $515,859 | $0 | $0 | $0 |
| Jill Nowak | ||||||||||||||
| Director of Finance (Former) | $202,488 | $0 | $0 | $0 | $0 | $0 | $39,600 | $0 | $29,557 | $0 | $271,645 | $0 | $0 | $0 |
| Casandra Scales | ||||||||||||||
| Director of Finance & Administration | $177,064 | $0 | $0 | $0 | $0 | $0 | $39,600 | $0 | $29,557 | $0 | $246,221 | $0 | $0 | $0 |
| Linda Gladden | ||||||||||||||
| Director of Communications (Former) | $154,103 | $0 | $0 | $0 | $0 | $0 | $23,638 | $0 | $21,996 | $0 | $199,737 | $0 | $0 | $0 |
| Julie Sutter | ||||||||||||||
| Dir. of Leadership Entities / COO | $166,685 | $0 | $0 | $0 | $0 | $0 | $24,087 | $0 | $10,328 | $0 | $201,100 | $0 | $0 | $0 |
| Anita Craig | ||||||||||||||
| Director of Education & Membership | $208,062 | $0 | $0 | $0 | $0 | $0 | $30,947 | $0 | $19,508 | $0 | $258,517 | $0 | $0 | $0 |
| Kevin Dillard | ||||||||||||||
| Legal Counsel | $209,427 | $0 | $0 | $0 | $0 | $0 | $24,886 | $0 | $32,290 | $0 | $266,603 | $0 | $0 | $0 |
| Scott Cant | ||||||||||||||
| Sr. Manager of Endorsed Products | $139,225 | $0 | $0 | $0 | $0 | $0 | $20,466 | $0 | $28,272 | $0 | $187,963 | $0 | $0 | $0 |
| Eric Mutrux | ||||||||||||||
| Sr. Manager of Information | $128,502 | $0 | $0 | $0 | $0 | $0 | $19,327 | $0 | $20,606 | $0 | $168,435 | $0 | $0 | $0 |
| Alan Baum | ||||||||||||||
| Sr. Manager Website Services | $120,892 | $0 | $0 | $0 | $0 | $0 | $18,240 | $0 | $11,089 | $0 | $150,221 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | 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 19,014 members (including approximately 6,400 international members.) |
| 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 Director 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 EXECUTIVE DIRECTOR'S COMPENSATION. THEY DO A WRITTEN EVALUATION BASED ON A BOARD SOURCE EXECUTIVE DIRECTOR/CHIEF STAFF FORM. INFORMATION FROM SALARY SURVEYS BY ASAE, ASSOCIATION FORUM, CEO UPDATE AND NON PROFIT SALARY SURVEY INDEPENDENT OF THE ASAE AND ASSOCIATION FORUM ARE PROVIDED TO THE COAC. FOR COMPENSATION OTHER THAN THE EXECUTIVE DIRECTOR, 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 VII Hours and Compensation | Through its wholly-owned subsidiary, AAO Services, Inc., the AAO provides association management services to five related entities. These services are provided on a shared staff model with AAO staff members filling key roles in the association management services. A portion of the salary and benefits reported for some highly compensated employees are paid by AAO Services, Inc. as compensation for association management duties. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| aao disaster relief fund | ||||||||||
| 401 north lindbergh blvd | saint louis | MO | 63141 | 134305408 | award grants | MO | 501(C)(3) | Line 7 | AAO | Yes (1) |
| AAO Donated Orthodontic Services | ||||||||||
| 401 north lindbergh blvd | Saint louis | MO | 63141 | 465292569 | Provide pro bono orthodontic treatment for low-income children | MO | 501(C)(3) | Line 7 | AAO | Yes (1) |
| AAO Political Action Committee | ||||||||||
| 401 north lindbergh blvd | Saint louis | MO | 63141 | 431689930 | Support candidates for election to legislative and executive office | MO | 527 | 0 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | amer assoc of orthodontists serv inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 north lindbergh boulevard | AddressLine1Txt |
| City | st louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431709728 | EIN |
| Primary Activities | insurance | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | aao | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $2,067,025 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $877,129 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| american association of orthodontists services inc | ||
| A | $81,500 | cash |
| american association of orthodontists services inc | ||
| O | $410,131 | cash |
| american association of orthodontists services inc | ||
| B | $2,955 | IN-KIND (COST) |
| american association of orthodontists services inc | ||
| Q | $1,407,069 | cash |
| american association of orthodontists services inc | ||
| N | $114,190 | cash |