Southern Association Of Orthodontists
- Assets
- $3.6m
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 0
- Location
- Brandon, FL
- Founding
- 06/1977
- Data as of
- 12/2023
- EIN
- 64-0522071
Organization Overview
Southern Association Of Orthodontists is located in Brandon, FL. The organization was established in 1977. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Southern Association Of Orthodontists is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2023, Southern Association Of Orthodontists generated $2.0m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 9.7% each year. All expenses for the organization totaled $1.3m during the year ending 12/2023. While expenses have increased by 6.9% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
ADVANCING THE ART AND SCIENCE OF ORTHODONTICS
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTINUED EDUCATION FOR DOCTORS AND THEIR STAFF, PROVIDED THROUGH ANNUAL MEETINGS AND LEADSHIP OPPORTUNITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Donald Balhoff Treasurer | OfficerTrustee | $0 | |
Mark Dusek Imm Past Pre | OfficerTrustee | $0 | |
Beth Fabor Pres Elect | OfficerTrustee | $0 | |
Preston Miller Second Senio | OfficerTrustee | $0 | |
Eric Nease First Senior | OfficerTrustee | $0 | |
Deborah Sema President | OfficerTrustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $326,070 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $326,070 |
| Total Program Service Revenue | $865,220 |
| Investment income | $82,379 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $475,645 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,048,584 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $17,500 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $180,000 |
| Fees for services: Legal | $15,888 |
| Fees for services: Accounting | $39,961 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $20,051 |
| Office expenses | $14,341 |
| Information technology | $12,659 |
| Royalties | $0 |
| Occupancy | $5,079 |
| Travel | $6,984 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,010,970 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,135 |
| Insurance | -$1,348 |
| All other expenses | $0 |
| Total functional expenses | $1,336,929 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $143,846 |
| Savings and temporary cash investments | $226,931 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $21,560 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $118,156 |
| Net Land, buildings, and equipment | $3,385 |
| Investments—publicly traded securities | $3,105,601 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,619,479 |
| Accounts payable and accrued expenses | $32,509 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $19,780 |
| Total liabilities | $52,289 |
| Net assets without donor restrictions | $3,567,190 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,619,479 |
Grants Awarded
Over the last fiscal year, Southern Association Of Orthodontists has awarded $30,728 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
AAO | | | $11,000 |
GORP | | | $5,292 |
VARIOUS COLLEGES IN UNITED STATES | | | $14,436 |