California Association of Orthodontists

Nonprofit profile at a glance

EIN
237083166
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Lenexa, KS, USA
Phone
8332262782
Rating confidence
Limited

Official website

Reported finances

Revenue
$296,676
Expenses
$236,822
Assets
$2,587,768
Liabilities
$13,917

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • MARK RASHIDI (IMMEDIATE PAST PRESIDENT)
  • JEFFREY KWONG (PRESIDENT)
  • RITA CHUANG (PRESIDENT-ELECT)
  • JENNIFER BENNETT (EXECUTIVE DIRECTOR)

People named in this filing

  • MARK RASHIDI (IMMEDIATE PAST PRESIDENT)
  • JEFFREY KWONG (PRESIDENT)
  • RITA CHUANG (PRESIDENT-ELECT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support its members in their pursuit of excellence during their practice of orthodontics; promote the values of ethical practice as defined by the american association of orthodontists; advocate for its members in issues related to professional governance and regulation; provide continuing educational opportunities for its members; and encourage the public to seek an orthodontic specialist when considering comprehensive orthodontic treatment. To promote and foster diversity, equality, and inclusion to reflect the members we represent.

What it reported doing in 2025

Orthodontic assistant permit (oap): orthodontic assistants require a permit in the state of ca. Independent sites provide the course work necessary to receive the permit at a significant cost ($1,800). Cao developed a course that orthodontists can provide in their office. The ability to provide this training in the office, is a great perk for orthodontists to be able to offer their assistants. Orthodontists must first be licensed by the cdb as an instructor in order to provide this training.

Operating model

Revenue model
Earned-program. 69% 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: 90
  • Accountability: 100
  • Sustainability: 73
  • Growth: 20

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; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 20.2%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 10.93; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 43; 43rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: -8.5% per year; rating input score 0; 12th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: 6% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 11 of 11 board members independent · 7 of 7 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 11 of 11 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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 — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 43/100.