AMERICAN ASSOCIATION OF ORTHODONTISTS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF ORTHODONTISTS (EIN 43-0763598)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-04-14
- IRS object ID
- 201221059349300007
- Schema version
- 2010v3.7
- 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
- Form 990
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-14T11:07:44-04:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430763598 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF ORTHODONTISTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3149931700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JILL NOWAK | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Date Signed | 2012-04-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3142903300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRIS VRANAS EXEC DIRECTOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27085817 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BRACES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 64 | TotalNbrEmployees |
| Total Nbr Volunteers | 93 | TotalNbrVolunteers |
| Total Gross UBI | 302852 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -15350 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 49315 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 52735 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17464900 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18434331 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1008037 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1883144 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1534685 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1670592 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20056937 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22040802 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 240000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 75000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4584116 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4982579 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 30433 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16145278 | OtherExpensePriorYear |
| Other Expenses Current Year | 15332122 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20969394 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20420134 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -912457 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1620668 | RevenuesLessExpensesCY |
| Total Assets BOY | 24942509 | TotalAssetsBOY |
| Total Assets EOY | 27590136 | TotalAssetsEOY |
| Total Liabilities BOY | 4351055 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4159358 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20591454 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23430778 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | CONVENTION AND TRADE SHOW - SEMINARS AND CONFERENCES ARE CONDUCTED TO EDUCATE MEMBERS. ALL MEMBERS ARE INVITED. TOTAL ATTENDANCE 16,585; MEMBER ATTENDEES 5,253. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. MID-WINTER CONFERENCE 355 ATTENDEES; BULLETIN IS ISSUED 6 TIMES PER YEAR TO ALL MEMBERS; ALL MEMBERS RECEIVE SUBSCRIPTION TO THE AJO/DO JOURNAL; ON-LINE WEBINAR, STAFF WEBINARS, AND EDUCATIONAL MATERIALS ARE PROVIDED THROUGHOUT THE YEAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 164 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 64 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JILL NOWAK | NamePerson |
| Telephone Number | 3149931700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N LINDBERGH BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ROGERS | ||||||||
| PRESIDENT-ELECT | 37.0 | X | X | 89677 | 0 | 0 | ||
| JOHN BUZZATTO | ||||||||
| SECRETARY/TREASURER | 30.0 | X | X | 69955 | 0 | 0 | ||
| GAYLE GLENN | ||||||||
| BOARD MEMBER | 20.0 | X | 62060 | 0 | 0 | |||
| ROBERT VARNER | ||||||||
| BOARD MEMBER | 30.0 | X | 61606 | 0 | 0 | |||
| MORRIS POOLE | ||||||||
| BOARD MEMBER | 18.0 | X | 52483 | 0 | 0 | |||
| HUGH PHILLIS | ||||||||
| BOARD MEMBER | 17.0 | X | 51354 | 0 | 0 | |||
| NAHID MALEKI | ||||||||
| BOARD MEMBER | 14.0 | X | 51000 | 0 | 0 | |||
| BRENT LARSON | ||||||||
| BOARD MEMBER | 12.0 | X | 53010 | 0 | 0 | |||
| DEWAYNE MCCAMISH | ||||||||
| BOARD MEMBER | 14.0 | X | 20929 | 0 | 0 | |||
| LEE GRABER | ||||||||
| PRESIDENT | 40.0 | X | 115390 | 0 | 0 | |||
| JILL NOWAK | ||||||||
| DIRECTOR OF FINANCE & ADMIN | 55.0 | X | 186598 | 0 | 41020 | |||
| KEITH LEVIN | ||||||||
| SPEAKER OF THE HOUSE | 6.0 | X | 39300 | 0 | 0 | |||
| CHRIS VRANAS | ||||||||
| EXECUTIVE DIRECTOR | 55.0 | X | 365896 | 0 | 59039 | |||
| JAMES BOWLIN | ||||||||
| LEGAL COUNSEL | 55.0 | 208663 | 0 | 39870 | X | |||
| ANITA CRAIG | ||||||||
| DIR EDUCATION & MEMBERSHIP | 50.0 | 151998 | 0 | 42940 | X | |||
| CARLA QUALLS | ||||||||
| DIRECTOR LEADERSHIP ENTITIES | 50.0 | 127245 | 0 | 30074 | X | |||
| LINDA GLADDEN | ||||||||
| DIR OF COMM. & MARKETING | 50.0 | 129386 | 0 | 29017 | X | |||
| KEVIN DILLARD | ||||||||
| LEGAL COUNSEL | 50.0 | 102668 | 0 | 35435 | X | |||
| ERIC MUTRUX | ||||||||
| SR. MANAGER OF INFORMATION SYS | 50.0 | 100122 | 0 | 29124 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2039340 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 306519 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SCHUPP COMPANY | |||||
| PO BOX 798302 | ST LOUIS | MO | 63179 | NATIONAL MEDIA SVC | 4307963 |
| AVMG INC | |||||
| 3310 MATRIX DR STE 200 | RICHARDSON | TX | 75082 | AUDIO VISUAL | 898128 |
| WEBER SHANDWICK INC | |||||
| PO BOX 7274 | PHILADELPHIA | PA | 19170 | PUBLIC RELATIONS | 808186 |
| MARRIOTT BUSINESS SERVICES | |||||
| 1965 MARRIOTT DR | LOUISVILLE | TN | 37777 | HOTEL/MEETINGS SERV. | 453122 |
| METROPOLITAN PIER EXPOSITION AUTH | |||||
| 301 EAST CERMAK ROAD | CHICAGO | IL | 60616 | CONVENTION CENTER | 399726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 19 | NumberOfContractorsGT100K |
| All Other Contributions | 52735 | AllOtherContributions |
| Total Contributions | 52735 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ANNUAL MEETING | 541900 | 6293402 | 6293402 | |
| EDUCATIONAL PROGRAMS | 541900 | 607236 | 607236 | |
| AAO BULLETIN | 541800 | 162470 | 162470 | |
| MEMBERSHIP DUES AND FEES | 541900 | 11371223 | 11371223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18434331 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 663936 | TotalRevenueColumn |
| Exclusion | $663,945 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1129389 | TotalRevenueColumn |
| Exclusion | $1,129,389 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 232065 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 183776 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48289 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48289 | TotalRevenueColumn |
| Exclusion | $48,289 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5872185 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4622109 | Securities |
| Other | 30868 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1250076 | Securities |
| Other | -30868 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1219208 | TotalRevenueColumn |
| Exclusion | $1,219,208 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 489753 | GrossSalesOfInventory |
| Cost Of Goods Sold | 208262 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 281491 | TotalRevenueColumn |
| Related Or Exempt Function Income | 141109 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 140382 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 42138 | $42,138 |
| RESTATEMENT OF INVENTORY | 900099 | 169285 | $169,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 211423 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22040802 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18412970 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 302852 | UnrelatedBusinessRevenue |
| Exclusion | $3,272,254 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75000 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1624956 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2294058 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338543 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523578 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201444 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104927 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261442 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30433 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49871 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38538 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63755 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547401 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350152 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204539 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53985 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4742722 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473806 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216712 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| COUNCIL ADMIN & PROJECTS | 421650 |
| BOARD PROJECTS & COMMITTEES | 649732 |
| CONSUMER EDUCATION CAMPAIGN | 5234216 |
| MEMBER COMMUNICATIONS | 951544 |
| MEMBER SERVICES & PROGRAMS | 491722 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445408 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20420134 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132741 | BOY |
| EOY | 2662906 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009357 | BOY |
| EOY | 1211805 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 159079 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327977 | BOY |
| EOY | 345396 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7517681 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3671477 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4145406 | BOY |
| EOY | 3846204 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18433996 | BOY |
| EOY | 18508462 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237644 | BOY |
| EOY | 237644 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436759 | BOY |
| EOY | 444108 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218629 | BOY |
| EOY | 174532 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24942509 | BOY |
| EOY | 27590136 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2605223 | BOY |
| EOY | 3947894 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134163 | BOY |
| EOY | 139934 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1611669 | BOY |
| EOY | 71530 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4351055 | BOY |
| EOY | 4159358 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20505179 | BOY |
| EOY | 23343111 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31699 | BOY |
| EOY | 28988 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54576 | BOY |
| EOY | 58679 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20591454 | BOY |
| EOY | 23430778 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24942509 | BOY |
| EOY | 27590136 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1620668 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1218656 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | true | AgreeToCarryoverPriorYear |
| Dues Assessments | 11371223 | DuesAssessments |
| Non Ded Lobby Political Current | 273184 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 155498 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 428682 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 263421 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 165261 | AmountToBeCarriedOver |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54576 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4346 | InvestmentEarningsOrLosses |
| Administrative Expenses | 243 | AdministrativeExpenses |
| End Of Year Balance | 58679 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45549 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 9211 | InvestmentEarningsOrLosses |
| Administrative Expenses | 184 | AdministrativeExpenses |
| End Of Year Balance | 54576 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 59899 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -13950 | InvestmentEarningsOrLosses |
| Administrative Expenses | 400 | AdministrativeExpenses |
| End Of Year Balance | 45549 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 684000 | OtherCostOrOtherBasis |
| Book Value | 684000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4586700 | OtherCostOrOtherBasis |
| Depreciation | 2040478 | Depreciation |
| Book Value | 2546222 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 336844 | OtherCostOrOtherBasis |
| Depreciation | 104420 | Depreciation |
| Book Value | 232424 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1447039 | OtherCostOrOtherBasis |
| Depreciation | 1182521 | Depreciation |
| Book Value | 264518 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 463098 | OtherCostOrOtherBasis |
| Depreciation | 344058 | Depreciation |
| Book Value | 119040 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3846204 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $71,530 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 71530 | TotalOfAmounts |
| Total Revenue | 22040802 | TotalRevenue |
| Total Expenses | 20420134 | TotalExpenses |
| Excess Or Deficit For Year | 1620668 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1214553 | NetUnrealizedGLOnInvestments |
| Other | $4,103 | OtherAmount |
| Total Adjustments | 1218656 | TotalAdjustments |
| Excess Or Deficit Per FS | 2839324 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23651496 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1214553 | NetUnrealizedGainsInvestments |
| Other Revenues | 396141 | OtherRevenues |
| Revenue Not Rptd F990 | 1610694 | RevenueNotRptdF990 |
| Revenue Subtotal | 22040802 | RevenueSubtotal |
| Total Revenue Per Form990 | 22040802 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20812172 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 392038 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 392038 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20420134 | ExpensesSubtotal |
| Total Expenses Per Form990 | 20420134 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| USE OF ENDOWMENT FUNDS | SCH D, PART V, LINE 4 | USES OF THE ENDOWMENT FUNDS: INCOME IS APPLIED TOWARD THE EXPENSES AND HONORARIUM FOR THE MERSHON LECTURE PRESENTED AT THE ANNUAL SESSION. |
| RECONCILIATION OF REVENUE TO AUDIT | SCH D, PART XII, LINE 2D | COST OF GOODS SOLD - $ 208,262 RENTAL EXPENSES - $ 183,776 GAIN IN BENEFICIAL INTEREST IN PERPETUAL TRUST - $ 4,103 --------- TOTALS - $ 396,141 |
| RECONCILIATION OF EXPENSES | SCH D, PART XIII, LINE 2D | COST OF GOODS SOLD $ 208,262 RENTAL EXPENSES $ 183,776 --------- TOTAL $ 392,038 |
| FIN 48 | SCHEDULE D, PART X | THE FEDERAL TAX RETURNS FOR TAX YEARS ENDING MAY 31, 2008 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| OTHER CHANGE IN BOOK INCOME | PART XI LINE 8 | CHANGE IN VALUE OF PERPETUAL TRUST $4,103 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | Advance Orthodontics | SpecificServicesProvided |
| Total Expenditures | 405000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 405000 | SubtotalAmountSpent |
| Total Amount Spent | 405000 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | TEACHING FELLOWSHIPS - FOREIGN | TypeOfAssistance |
| Region | North America | Region |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INTERNATIONAL ACTIVITIES | Identifier |
| Return Reference | SCHEDULE F, Part 1, Line 2 | ReturnReference |
| 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 U.S. Although a significant portion of the expenditures is incurred within the U.S., 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | John Hancock Associates | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16100 West Chesterfield Pkwy | AddressLine1 |
| City | Chesterfield | City |
| State | MO | State |
| ZIP Code | 63017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Advisor Planning | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 30433 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 30433 | TotalRetainedByContractors |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| GRADUATE ORTHODONTIC RESIDENTS PROGRAM | |||||||||
| 5120 EDGEWATER DR | DISCOVERY BAY | CA | 94505 | 386006309 | 501(c)(3) | 10000 | 0 | GENERAL SUPPORT | |
| OFFICE OF SPONSORED PROGRAMS - OHIO STATE UNIV | |||||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 316025986 | 501(c)(3) | 38000 | 0 | GRANT SUPPORT | |
| UNC DENTAL FOUND'N - UNC SCHOOL OF DENTISTRY | |||||||||
| UNIVERSITY OF NORTH CAROLINA - CHAP | CHAPEL HILL | NC | 27599 | 566304130 | 501(c)(3) | 22000 | 0 | GRANT SUPPORT | CAMPUS BOX 7450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grant Procedures | Identifier |
| Return Reference | Schedule I Part I, Line 2 | ReturnReference |
| 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. In order to ensure that all orthodontic residents are able to benefit from the knowledge of educators who specialize in various aspects of orthodontics, the AAO supports the university distance learning program. The distance learning program uses advance technology to capture lectures, create an interactive learning experience and allow visual participation by orthodontic residents. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JILL NOWAK | |||||||||||||
| 186598 | 0 | 0 | 0 | 0 | 0 | 26998 | 0 | 14022 | 0 | 227618 | 0 | 0 | 0 |
| JAMES BOWLIN | |||||||||||||
| 208663 | 0 | 0 | 0 | 0 | 0 | 31085 | 0 | 8785 | 0 | 248533 | 0 | 0 | 0 |
| ANITA CRAIG | |||||||||||||
| 151998 | 0 | 0 | 0 | 0 | 0 | 22802 | 0 | 20138 | 0 | 194938 | 0 | 0 | 0 |
| CARLA QUALLS | |||||||||||||
| 127245 | 0 | 0 | 0 | 0 | 0 | 19185 | 0 | 10889 | 0 | 157319 | 0 | 0 | 0 |
| LINDA GLADDEN | |||||||||||||
| 129386 | 0 | 0 | 0 | 0 | 0 | 15495 | 0 | 13522 | 0 | 158403 | 0 | 0 | 0 |
| CHRIS VRANAS | |||||||||||||
| 349396 | 0 | 0 | 0 | 16500 | 0 | 35933 | 0 | 23106 | 0 | 424935 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRAVEL POLICIES | Identifier |
| Return Reference | SCHEDULE J, PART 1, LINE 1 | ReturnReference |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE ACCOMPLISHMENTS | PART III, LINE 4d | CONSUMER AWARENESS - THE AAO EDUCATES THE PUBLIC AS TO THE ROLE AND IMPORTANCE OF AN ORTHODONTIST IN DENTAL HEALTH. MULTIPLE MEDIA OUTLETS ARE UTILIZED IN A CAMPAIGN DESIGNED TO PROMOTE THE UNIQUE ATTRIBUTES OF ORTHODONTISTS. SUPPORT OF ORTHODONTIC EDUCATORS - THE AAO PROVIDES DIRECT FINANCIAL SUPPORT TO ORTHODONTIC FACULTY IN ORDER TO ENCOURAGE THEIR CONTINUATION IN THE FIELD. QUALIFIED, MOTIVATED EDUCATORS ARE VITAL TO THE ADVANCEMENT OF THE ORTHODONTIC PROFESSION. PARTICIPATION IN DENTAL COMMUNITY - THE AAO SUPPORTS THE INVOLVEMENT OF ITS MEMBERS, TRUSTEES AND OFFICERS IN THE BROADER DENTAL COMMUNITY. INVOLVEMENT WITH THE AMERICAN DENTAL ASSOCIATION AND OTHER DENTAL SPECIALTY ORGANIZATIONS ENSURES THAT ORTHODONTICS WILL BE RECOGNIZED AS A VALUED MEMBER OF THE PROFESSION. |
| REVIEW OF FORM 990 | PART VI, SECTION B, LINE 11A | FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS, BASED UPON INFORMATION PROVIDED BY AAO. THE FORM 990 IS REVIEWED BY THE SENIOR ACCOUNTING MANAGER AND THE DIRECTOR OF FINANCE. THE 990 IS PROVIDED TO THE EXECUTIVE COMMMITTEE BEFORE FILING. |
| COMPENSATION DOCUMENTATION | 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. |
| DISCLOSURE OF POLICIES, GOVERNING DOCUMENTS AND FINANCIAL INFORMATION | PART VI, SECTION A, LINE 19 | Summary financial statements are published in Bulletin and 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. |
| NUMBER OF MEMBERS | PART VI, SECTION A, LINE 6 | AA0 HAS MEMBERS WHICH TOTAL 12,260 |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS UNREALIZED GAIN/LOSSES 1,214,553 CHANGE IN PERPETUAL TRUST 4,103 --------- TOTAL OTHER CHANGE 1,218,656 |
| MONITORING OF CONFLICTS OF INTEREST | PART VI LINE 12C | EACH BOARD MEETING INCLUDES INQUIRY AS TO WHETHER THERE ARE ANY POTENTIAL CONFLICTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAO DISASTER RELIEF FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 NORTH LINDBERGH BLVD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134305408 | EIN |
| Primary Activities | AWARD GRANTS | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | YES | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAO | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMER ASSOC OF ORTHODONTISTS SERV INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 NORTH LINDBERGH BOULEVARD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431709728 | EIN |
| Primary Activity | INSURANCE | PrimaryActivity |
| Legal Domicile State | MO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Share Of Total Income | 1542444 | ShareOfTotalIncome |
| Share Of EOY Assets | 652969 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| AMER ASSOC OF ORTHODONTISTS SERVICES INC | |
| A | 106990 |
| AMER ASSOC OF ORTHODONTISTS SERVICES INC | |
| M | 98571 |
| AMER ASSOC OF ORTHODONTISTS SERVICES INC | |
| N | 55053 |
| AMER ASSOC OF ORTHODONTISTS SERVICES INC | |
| P | 534931 |