AMERICAN ASSOCIATION OF ORTHODONTISTS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF ORTHODONTISTS (EIN 43-0763598)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-12
- IRS object ID
- 201131029349300103
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-12T09:30:53-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | 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 | 2009-06-01 | 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 | 2011-03-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3142903300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 23997789 | 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 | 60 | TotalNbrEmployees |
| Total Nbr Volunteers | 73 | TotalNbrVolunteers |
| Total Gross UBI | 286786 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 9737 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 59115 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 49315 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18141293 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17464900 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3235913 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1008037 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1543796 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1534685 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16508291 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20056937 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 630000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 240000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4347732 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4584116 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16245910 | OtherExpensePriorYear |
| Other Expenses Current Year | 16145278 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21223642 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20969394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4715351 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -912457 | RevenuesLessExpensesCY |
| Total Assets BOY | 23649286 | TotalAssetsBOY |
| Total Assets EOY | 24942509 | TotalAssetsEOY |
| Total Liabilities BOY | 3513882 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4351055 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20135404 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20591454 | 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 15,426; MEMBER ATTENDEES 8,464 | 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 468 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | 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 | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | 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 |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 181 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 60 | 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 |
| 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 | false | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| LEE GRABER | ||||||||
| PRESIDENT-ELECT | 30.0 | X | X | 83164 | 0 | 0 | ||
| MICHAEL ROGERS | ||||||||
| SECRETARY/TREASURER | 20.0 | X | X | 79032 | 0 | 0 | ||
| JOHN BUZZATTO | ||||||||
| BOARD MEMBER | 30.0 | X | 61146 | 0 | 0 | |||
| GAYLE GLENN | ||||||||
| BOARD MEMBER | 15.0 | X | 57520 | 0 | 0 | |||
| ROBERT VARNER | ||||||||
| BOARD MEMBER | 28.0 | X | 59407 | 0 | 0 | |||
| MORRIS POOLE | ||||||||
| BOARD MEMBER | 17.0 | X | 49631 | 0 | 0 | |||
| HUGH PHILLIS | ||||||||
| BOARD MEMBER | 17.0 | X | 49894 | 0 | 0 | |||
| NAHID MALEKI | ||||||||
| BOARD MEMBER | 8.0 | X | 49320 | 0 | 0 | |||
| BRENT LARSON | ||||||||
| BOARD MEMBER | 12.0 | X | 22100 | 0 | 0 | |||
| ROBERT BRAY | ||||||||
| PRESIDENT | 35.0 | X | 117890 | 0 | 0 | |||
| JILL NOWAK | ||||||||
| DIRECTOR OF FINANCE & ADMIN | 55.0 | X | 172605 | 0 | 41968 | |||
| KEITH LEVIN | ||||||||
| SPEAKER OF THE HOUSE | 5.0 | X | 19650 | 0 | 0 | |||
| CHRIS VRANAS | ||||||||
| EXECUTIVE DIRECTOR | 55.0 | X | 311075 | 0 | 69625 | |||
| JAMES BOWLIN | ||||||||
| LEGAL COUNSEL | 55.0 | 196571 | 0 | 36395 | X | |||
| ANITA CRAIG | ||||||||
| DIR EDUCATION & MEMBERSHIP | 55.0 | 143844 | 0 | 42540 | X | |||
| CARLA QUALLS | ||||||||
| DIRECTOR LEADERSHIP ENTITIES | 55.0 | 123360 | 0 | 28452 | X | |||
| LINDA GLADDEN | ||||||||
| DIR OF COMM. & MARKETING | 55.0 | 123964 | 0 | 34982 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1720173 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 253962 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | 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 | 6937609 |
| AVMG INC | |||||
| 3310 MATRIX DR STE 200 | RICHARDSON | TX | 75082 | AUDIO VISUAL | 619038 |
| SANS SERIF LTD | |||||
| 12736 HEATHERFORD PLACE | FAIRFAX | VA | 22030 | WEBSITE DESIGN | 400000 |
| WEBER SHANDWICK INC | |||||
| PO BOX 7274 | PHILADELPHIA | PA | 19170 | PUBLIC RELATIONS | 296395 |
| IDOKI PRODUCTION SERVICES LLC | |||||
| 1413 SEVENTEENTH ST NW | WASHINGTON | DC | 20036 | PRODUCTION SVCS | 268000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| All Other Contributions | 49315 | AllOtherContributions |
| Total Contributions | 49315 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ANNUAL MEETING | 541900 | 5667307 | 5667307 | |
| EDUCATIONAL PROGRAMS | 541900 | 537708 | 537708 | |
| AAO BULLETIN | 541800 | 159970 | 159970 | |
| MEMBERSHIP DUES AND FEES | 541900 | 11099915 | 11099915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17464900 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 688206 | TotalRevenueColumn |
| Exclusion | $688,206 | 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 | 1204636 | TotalRevenueColumn |
| Exclusion | $1,204,636 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 166791 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193819 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -27028 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -27028 | TotalRevenueColumn |
| Exclusion | -$27,028 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3293641 | Securities |
| Other | 552965 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2971569 | Securities |
| Other | 555207 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 322072 | Securities |
| Other | -2242 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 319831 | TotalRevenueColumn |
| Exclusion | $319,831 | 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 | 563939 | GrossSalesOfInventory |
| Cost Of Goods Sold | 220257 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 343882 | TotalRevenueColumn |
| Related Or Exempt Function Income | 217066 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 126816 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 13195 | TotalRevenueColumn |
| Exclusion | $13,195 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13195 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20056937 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17521996 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 286786 | UnrelatedBusinessRevenue |
| Exclusion | $2,198,840 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180000 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | 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 | 1558348 | 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 | 2209791 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267764 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346514 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201699 | 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 | 59897 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29120 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270938 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67496 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 821 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147911 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225364 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136638 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81480 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23756 | 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 | 4125907 | 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 | 405873 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229619 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CONSUMER EDUCATION CAMPAIGN | 6260470 |
| COUNCIL ADMIN & PROJECTS | 1018443 |
| BOARD PROJECTS & COMMITTEES | 440055 |
| MEMBER COMMUNICATIONS | 966499 |
| OTHER BOARD COSTS | 479496 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1175495 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20969394 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5503378 | BOY |
| EOY | 132741 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002415 | BOY |
| EOY | 1009357 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4836 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387749 | BOY |
| EOY | 327977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7358374 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3212968 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4167433 | BOY |
| EOY | 4145406 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12154761 | BOY |
| EOY | 18433996 | 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 | 0 | BOY |
| EOY | 436759 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191070 | BOY |
| EOY | 218629 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23649286 | BOY |
| EOY | 24942509 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3372810 | BOY |
| EOY | 2605223 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90169 | BOY |
| EOY | 134163 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50903 | BOY |
| EOY | 1611669 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3513882 | BOY |
| EOY | 4351055 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20057910 | BOY |
| EOY | 20505179 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31945 | BOY |
| EOY | 31699 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45549 | BOY |
| EOY | 54576 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20135404 | BOY |
| EOY | 20591454 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23649286 | BOY |
| EOY | 24942509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 11099915 | DuesAssessments |
| Non Ded Lobby Political Current | 284145 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 59758 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 343903 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 188405 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 155498 | 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 | 45549 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 9211 | InvestmentEarningsOrLosses |
| Administrative Expenses | 184 | AdministrativeExpenses |
| End Of Year Balance | 54576 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 4488370 | OtherCostOrOtherBasis |
| Depreciation | 1832844 | Depreciation |
| Book Value | 2655526 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 310182 | OtherCostOrOtherBasis |
| Depreciation | 107691 | Depreciation |
| Book Value | 202491 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1762686 | OtherCostOrOtherBasis |
| Depreciation | 1254209 | Depreciation |
| Book Value | 508477 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 113136 | OtherCostOrOtherBasis |
| Depreciation | 18224 | Depreciation |
| Book Value | 94912 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4145406 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES | $102,834 |
| BANK OVERDRAFT | $1,508,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1611669 | TotalOfAmounts |
| Total Revenue | 20056937 | TotalRevenue |
| Total Expenses | 20969394 | TotalExpenses |
| Excess Or Deficit For Year | -912457 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1359493 | NetUnrealizedGLOnInvestments |
| Other | $9,027 | OtherAmount |
| Total Adjustments | 1368520 | TotalAdjustments |
| Excess Or Deficit Per FS | 456063 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21839533 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1359493 | NetUnrealizedGainsInvestments |
| Other Revenues | 423103 | OtherRevenues |
| Revenue Not Rptd F990 | 1782596 | RevenueNotRptdF990 |
| Revenue Subtotal | 20056937 | RevenueSubtotal |
| Total Revenue Per Form990 | 20056937 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21383470 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 414076 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 414076 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20969394 | ExpensesSubtotal |
| Total Expenses Per Form990 | 20969394 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| USE OF ENDOWMENT FUNDS | SCH D - PART V - INTENDED USE OF ENDOWMENT FUNDS | INCOME PAYS FOR AWARDS |
| RECONCILIATION OF REVENUE TO AUDIT | SCH D - PART XII - LINE 2D | LESS: COST OF GOODS SOLD - $ 220,257 RENTAL EXPENSES - $ 193,819 GAIN IN BENEFICIAL INTEREST IN PERPETUAL TRUST - $ 9,027 TOTALS - $ 423,103 |
| RECONCILIATION OF EXPENSES | SCH D - PART XIII - LINE 2D | LESS: COST OF GOODS SOLD $ 220,257 RENTAL EXPENSES $ 193,819 TOTAL $ 414,076 |
| FIN 48 | SCHEDULE D PART X | On June 1, 2009, the Association adopted recently issued accounting rules for uncertain tax positions. These rules require financial statement recognition of the impact of a tax position if a position is more likely than not of being sustained on audit, based on the technical merits of the position. The rules also provide guidance on measurement, derecognition, classification, interest and penalties, accounting in interim periods, transition, and disclosure requirements for uncertain tax positions, including those related to unrelated business income. The adoption of the new rules had no impact on the consolidated financial statements. The federal tax returns for tax years ending May 31, 2007 and later remain subject to examination by taxing authorities. |
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 | 465000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 465000 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | TEACHING FELLOWSHIPS - FOREIGN | TypeOfAssistance |
| Region | North America | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 30000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE & CHECK | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCH F - International Activities | SCH F - Part 1 - Line 2 | 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 are 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. |
| International TEACHING Fellowships | SCHEDULE F PART I ITEM 2 AND PART III | FELLOWSHIPS GRANTED TO FACULTY AT CANADIAN SCHOOLS ARE MONITORED IN THE SAME MANNER AS DECRIBED IN SCHEDULE I REGARDING REQUIRED REPORTS. |
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 | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GRADUATE ORTHODONTIC RESIDENTS PROGRAM | |||||||
| 5120 EDGEWATER DR | DISCOVERY BAY | CA | 94505 | 386006309 | 50(c)(3) | 10000 | GENERAL SUPPORT |
| AMERICAN COLLEGE OF DENTISTS | |||||||
| 839 QUINCE ORCHARD BLVD | GAITHERSBURG | MD | 20878 | 520907692 | 501(C)(6) | 10000 | GENERAL SUPPORT |
| AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION | |||||||
| 401 N LINDBERGH BLVD | SAINT LOUIS | MO | 63141 | 436056320 | 501(C)(3) | 10000 | JOINT CEPHALOMETRIC EXPERTS GROUP PROJECT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TEACHING FELLOWSHIPS - US | TypeOfGrant |
| Number Of Recipients | 6 | NumberOfRecipients |
| Amount Of Cash Grant | 180000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCH I - Faculty Teaching Fellowship | Identifier |
| Return Reference | PART I, ITEM 2 | ReturnReference |
| Explanation | The American Association of Orthodontics Full-time Faculty Teaching (FFT) Fellowship Program was provisionally approved in May 2007 by the House of Delegates. The orthodontic education faculty shortage is an AAO critical issue, and in response the leadership has focused on key strategies to eliminate the faculty shortage by reducing the student debt for dental education. Purpose and objectives of the Fellowship include: Increase the pool of orthodontic educators. Provide Fellowship funds to reduce debt by covering orthodontic program tuition and/or living expenses in an effort to stimulate interest in orthodontic education careers among current students, residents and junior faculty. Evaluation of the effectiveness of the Fellowship program will be measured and assessed by data collection that will include: 1) number of Fellows, 2) number of new orthodontic faculty members generated as a result of the Fellowship, and 3) number of Fellows who complete a minimum of two years of orthodontic teaching. TERMS -- The Fellowship Program is open to a minimum of six orthodontic junior faculty members, defined as those with five or fewer years post completion of the orthodontic program, and/or students and residents attending U.S. and Canadian accredited orthodontic graduate programs. Upon application, Fellowship candidates must designate their number of years of Fellowship participation with a minimum of two and a maximum of five years. For each year of Fellowship program participation, the recipient will agree to teach orthodontics for a corresponding number of years at an American Dental Association (ADA) accredited orthodontic graduate program. Recipients may receive up to five years of Fellowship support at an average of $30,000 per year. For example the Fellowship award is based on the number of years at $30,000 each and not to exceed five years or $150,000 e.g., 3 years x $30,000 = $90,000 total funding. Fellowship funds will be distributed in equal or unequal annual payments to fit the needs of the individual recipient for a period of up to five years as determined at the time of the Fellowship application. ELIGIBILITY-- Fellowships Awards are intended for those individuals who are preparing for, or beginning a career in orthodontic education in the U.S. and Canada, i.e., students or junior faculty, respectively. Candidates must meet the following eligibility requirements for consideration: either U.S. and Canadian citizens,or Foreign nationals who possess a U.S. "green card" or its Canadian equivalent. Those foreign nationals not yet in possession of U.S. "green card" or its Canadian equivalent, as long as the candidate and the institution will stipulate that obtaining such status is the candidate's intention and where there is demonstrable evidence of this intent. Student, resident and/or junior faculty in good standing at a U.S. or Canadian ADA-accredited orthodontic graduate program. Good academic standing as verified by submission of an orthodontic program transcript and a minimum of three letters of recommendation, Member of the American Association of Orthodontists (AAO) Submission of all application materials, including letters of support, by published deadlines. Participation in the following Fellowship activities: Meet at least monthly with the department chair or a designee to discuss Fellowship goals, plan for activities and progress assessment Conduct an educational research practicum, or other type of research, during the Fellowship in conjunction with their department chair or a designee. Serve as an instructor for orthodontic teaching practicums in educational settings: classroom, small group conference, preclinical laboratory course and orthodontic program clinic Complete an annual Fellowship evaluation/survey Participate in the annual Fellowship interview Participate in a telephone focus group to provide in-depth program assessment and recommendations to allow the program evaluator to follow-up on issues identified in the evaluation, as needed Further, if the Fellow candidate is not pursuing a formalized degree in education, he must agree to complete a minimum of four courses of instruction from the following six educational areas, or other proposed courses as approved by the Steering Committee: 1) Educational philosophy and psychology, 2) Curriculum development, 3) Theory of learning and educational measurements, 4) Research design, methodology and statistics, 5) Computer science and technology in education and 6) Scientific communication skills and scientific writing. Agree to begin fulfilling full-time orthodontics teaching commitment within three months of graduation. Submission of an annual report detailing courses taught, lectures, publications, mentoring activities, etc. for each required teaching year following the Fellowship. INSTITUTIONAL REQUIREMENTS -- The appropriate authorized individual (Dean, Program Director, Department Chair, etc.) at the candidate's program submits a letter of support to the chair of the FFT Fellowship Program Selection Committee which includes the following: Commitment to provide institutional resources needed by the Fellow candidate to complete the outlined FFT Fellowship Program duties to include: Conduct monthly meetings with the Fellow Participate in the annual telephone interview Complete the annual evaluation / survey Provide advice regarding the teaching and research practicum Further, if the Fellow candidate is not pursuing a formalized degree in education, the institution must agree to provide, and the Fellow must agree to complete a minimum of four courses of instruction from the following six educational areas, or other proposed courses as approved by the Steering Committee: 1) Educational philosophy and psychology, 2)Curriculum development, 3) Theory of learning and educational measurements, 4) Research design, methodology and statistics, 5) Computer science and technology in education and 6) Scientific communication skills and scientific writing. | 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 |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 | |||||||||||||
| 172605 | 0 | 0 | 0 | 0 | 0 | 25992 | 0 | 15976 | 0 | 214573 | 0 | 0 | 0 |
| JAMES BOWLIN | |||||||||||||
| 196571 | 0 | 0 | 0 | 0 | 0 | 29360 | 0 | 7035 | 0 | 232966 | 0 | 0 | 0 |
| ANITA CRAIG | |||||||||||||
| 143844 | 0 | 0 | 0 | 0 | 0 | 21602 | 0 | 20938 | 0 | 186384 | 0 | 0 | 0 |
| CARLA QUALLS | |||||||||||||
| 123360 | 0 | 0 | 0 | 0 | 0 | 18693 | 0 | 9759 | 0 | 151812 | 0 | 0 | 0 |
| LINDA GLADDEN | |||||||||||||
| 123964 | 0 | 0 | 0 | 0 | 0 | 18906 | 0 | 16076 | 0 | 158946 | 0 | 0 | 0 |
| CHRIS VRANAS | |||||||||||||
| 295373 | 0 | 0 | 0 | 15702 | 0 | 45059 | 0 | 24566 | 0 | 380700 | 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 | THE ASSOCIATION HAS A WRITTEN TRAVEL AND EXPENSE POLICY WHICH PERMITS REIMBURSEMENT OF CERTAIN OFFICERS FOR FIRST CLASS TRAVEL IN THE EVENT THAT FREE OR DISCOUNTED UPGRADES ARE NOT AVAILABLE. 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE ACCOMPLISHMENTS | PART III - #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 - POLICIES - #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. |
| COMPENSATION DOCUMENTATION | PART VI - POLICIES - #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 ED, the Independent Source (AAIMS) is used. |
| DISCLOSURE OF POLICIES, GOVERNING DOCUMENTS AND FINANCIAL INFORMATION | PART VI - GOVERNANCE - DISCLOSURES #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. |
| # OF MEMBERS | PART VI - Line 6 - # OF MEMBERS | AA0 HAS MEMBERS WHICH TOTAL 16,357 |
| INTENDED USES OF ENDOWMENT FUNDS | SCHEDULE D, PART V | THERE ARE TWO INTENDED USES OF THE ENDOWMENT FUNDS: - BOARD DESIGNATED CAPITAL IMPROVEMENTS, PUBLIC AWARENESS CAMPAIGN, AND FELLOWSHIP/AWARD FUNDING - INCOME PAY FOR AWARDS - FUNDS TO PAY FOR AWARDS |
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 | 1325944 | ShareOfTotalIncome |
| Share Of EOY Assets | 459224 | 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 SERVICE INC | |
| A | 49139 |
| AMER ASSOC OF ORTHODONTISTS SERVICE INC | |
| M | 110005 |
| AMER ASSOC OF ORTHODONTISTS SERVICE INC | |
| N | 60235 |
| AMER ASSOC OF ORTHODONTISTS SERVICE INC | |
| P | 168470 |