American Association of Endodontists

Nonprofit profile at a glance

EIN
236191090
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Chicago, IL, USA
Phone
3122667255
Rating confidence
Limited
Sector
Chambers of Commerce & Business Leagues

Official website

Reported finances

Revenue
$13,540,127
Expenses
$13,903,467
Assets
$19,977,418
Liabilities
$5,862,594

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

42 people listed

Executive titles in this filing

  • KEN WIDELKA (EXECUTIVE DIRECTOR)
  • CRAIG S HIRSCHBERG (IMMEDIATE PAST PRESIDENT)
  • STEFAN I ZWEIG (IMMEDIATE PAST PRESIDENT)
  • NATASHA M FLAKE (PRESIDENT/IMMEDIATE PAST PRESIDENT (EFFECTIVE APRI)
  • STEVEN J KATZ (PRESIDENT-ELECT/PRESIDENT (EFFECTIVE APRIL 2025))
  • W CRAIG NOBLETT (VICE PRESIDENT/PRESIDENT-ELECT (EFFECTIVE APRIL 20)

Highest reported compensation

  • KEN WIDELKA (EXECUTIVE DIRECTOR): $540,240 total reported compensation
  • FITZSIMMONS KIMBERLY (CHIEF MARKETING OFFICER): $256,016 total reported compensation
  • REBECCA PERRY (CHIEF FINANCIAL OFFICER): $254,163 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The aae is dedicated to the highest standards of excellence in endodontic care. We support our members' pursuit of excellence through: research and education, leadership and advocacy, philanthropy and service.

What it reported doing in 2024

Journal of endodontics (joe): a monthly publication, the joe is the official journal of the aae. Featuring a compilation of scientific articles, case reports and comparison studies evaluating materials and methods of pulp conservation and endodontic treatment, the joe keeps pace with rapid changes in the field, covering the latest advances in techniques and instrumentation.

Operating model

Revenue model
Other-operating. 96% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 81
  • Accountability: 86
  • Sustainability: 31
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: 3 of 8 controls in place; rating input score 38
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Pass
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Pass
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 76.2%; rating input score 76; 14th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -2.7%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 1.44; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.29; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 17.8%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 3.8% per year; rating input score 100; 33rd percentile among comparable filings
  • Asset growth: 7.6% per year; rating input score 100; 52nd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 16 of 21 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $540K · 42 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.4M reported
  • Consistency: 16 of 16 current checks pass
  • Schedules: 7 filed schedules · includes foreign activity, grants, and executive pay
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 31 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Foreign activity oversight: 5 of 8 not reported.
  • High — Sustainability: Operating margin scored 22/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.