American Association of Orthodontists

Nonprofit profile at a glance

EIN
430763598
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
St Louis, MO, USA
Phone
3149931700
Rating confidence
Limited

Official website

Reported finances

Revenue
$25,015,509
Expenses
$26,355,378
Assets
$35,033,803
Liabilities
$6,093,816

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

Leadership & pay

22 people listed

Executive titles in this filing

  • JOHN CALLAHAN (PRESIDENT)
  • STEVEN SIEGEL (PRESIDENT ELECT)
  • PAUL LAWRENCE (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • PAUL LAWRENCE (CHIEF EXECUTIVE OFFICER): $358,258 total reported compensation
  • MLINDA BROTHERS (VP OF STRATEGY & INNOVATIO): $273,955 total reported compensation
  • CHRISTIE OLDEN (CHIEF FINANCIAL OFFICER): $248,012 total reported compensation

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

Overview

Mission

To advance the art and science of orthodontics and contribute to public health through education of members and the public.

What it reported doing in 2024

Educational programs - conferences, publications, and continuing education are to provide information on advancement in the field and promote high standards of care for the public. Convention and trade show - seminars and conferences are conducted to educate members. All members are invited. Total attendees 11,415; doctor/staff attendees 8,096; member attendees 5,267. Winter conference 1,588 attendees; bulletin is issued 6 times per year to all members; all members receive subscription to the ajo/do journal. On-line webinars, staff webinars, and educational materials are provided through the year.

Operating model

Revenue model
Earned-program. 91% of the money available for current operations came from fees and other program 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: 87
  • Accountability: 100
  • Sustainability: 30
  • 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: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th 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: -5.4%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 1.33; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 62; 62nd percentile among comparable filings
  • Officer compensation ratio: 10.9%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 0.5% per year; rating input score 100; 10th percentile among comparable filings
  • Asset growth: 1.4% per year; rating input score 100; 15th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 12 of 12 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $358K · 22 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $7.1M reported
  • Consistency: 14 of 14 current checks pass
  • Schedules: 6 filed schedules · includes grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 24 filed money-flow records
  • Related organizations: 4 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.

  • High — Sustainability: Operating margin scored 16/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.