Civic Intelligence

American Orthodontic Society Inc

EIN 23-7156464 • 501(c)3 • Grapevine, TX

Profile

Orthodontic education for licensed dentists. Service rendered to approxmiately 723 members.

2451 West Grapevine Mills Circle STGrapevine, TX 76051

www.orthodontics.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

2.04x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.90x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

33rd percentile

-3.0%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$376,149

Down $11,802 (-3.0%) from 2023

Liabilities

Down

$767,383

Down $26,559 (-3.3%) from 2023

Net Assets

Up

-$391,234

Up $14,757 (+3.6%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin44th percentile

Revenue

Up

$849,872

Up $116,483 (+16%) from 2023

Expenses

Up

$835,361

Up $95,843 (+13%) from 2023

Net Income

Up

$14,511

Up $20,640 (+337%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500K-$1.0MAssets 2013: $749,126Liabilities 2013: $463,102Net Assets 2013: $286,0242013Assets 2014: $519,997Liabilities 2014: $324,429Net Assets 2014: $195,5682014Assets 2015: $494,002Liabilities 2015: $311,960Net Assets 2015: $182,0422015Assets 2016: $351,289Liabilities 2016: $345,745Net Assets 2016: $5,5442016Assets 2017: $402,565Liabilities 2017: $493,277Net Assets 2017: -$90,7122017Assets 2018: $275,095Liabilities 2018: $472,175Net Assets 2018: -$197,0802018Assets 2019: $138,324Liabilities 2019: $409,448Net Assets 2019: -$271,1242019Assets 2020: $191,911Liabilities 2020: $697,497Net Assets 2020: -$505,5862020Assets 2021: $422,038Liabilities 2021: $935,990Net Assets 2021: -$513,9522021Assets 2022: $224,293Liabilities 2022: $923,617Net Assets 2022: -$699,3242022Assets 2023: $387,951Liabilities 2023: $793,942Net Assets 2023: -$405,9912023Assets 2024: $376,149Liabilities 2024: $767,383Net Assets 2024: -$391,2342024

Highlighted filing

2024

Assets$376,149
Liabilities$767,383
Net Assets-$391,234
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2013: $1,824,5932013Revenue 2014: $1,331,954Expenses 2014: $1,505,540Net Income 2014: -$173,5862014Revenue 2015: $1,316,508Expenses 2015: $1,305,152Net Income 2015: $11,3562015Revenue 2016: $959,355Expenses 2016: $1,145,845Net Income 2016: -$186,4902016Revenue 2017: $879,100Expenses 2017: $979,134Net Income 2017: -$100,0342017Revenue 2018: $1,038,729Expenses 2018: $1,143,247Net Income 2018: -$104,5182018Revenue 2019: $1,066,561Expenses 2019: $1,141,249Net Income 2019: -$74,6882019Revenue 2020: $429,248Expenses 2020: $663,602Net Income 2020: -$234,3542020Revenue 2021: $863,139Expenses 2021: $871,663Net Income 2021: -$8,5242021Revenue 2022: $691,329Expenses 2022: $874,908Net Income 2022: -$183,5792022Revenue 2023: $733,389Expenses 2023: $739,518Net Income 2023: -$6,1292023Revenue 2024: $849,872Expenses 2024: $835,361Net Income 2024: $14,5112024

Highlighted filing

2024

Revenue$849,872
Expenses$835,361
Net Income$14,511
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$376,149
Liabilities
$767,383
Net assets
-$391,234
Revenue
$849,872
Expenses
$835,361
Net income
$14,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.77$0.39$0.85$0.84$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.79$0.41$0.73$0.74$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.92$0.70$0.69$0.87$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.94$0.51$0.86$0.87$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.70$0.51$0.43$0.66$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.41$0.27$1.07$1.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.47$0.20$1.04$1.14$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.49$0.09$0.88$0.98$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.01$0.96$1.15$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.31$0.18$1.32$1.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.32$0.20$1.33$1.51$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.46$0.29$1.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$910,016
Mission and Program Overview

Mission

Orthodontic education for licensed dentists. Service rendered to approxmiately 1130 members.

Orthodontic education for licensed dentists. Service rendered to approxmiately 723 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$159,824-
Savings and Temporary Cash Investments$103,932$72,022▼ $31,910
Pledges and Grants Receivable$58,936$42,629▼ $16,307
Intangible Assets$33,910$33,910→ $0
Cash and Non-Interest-Bearing Accounts$45,169$21,911▼ $23,258
Accounts Receivable$15,916--
Investments in Publicly Traded Securities$8,976$9,535▲ $559
Inventories for Sale or Use-$563-
Total Assets$387,951$376,149▼ $11,802
Other Assets Total$121,112$35,755▼ $85,357
Liabilities
Other Liabilities$495,588$494,719▼ $869
Deferred Revenue$241,148$272,664▲ $31,516
Accounts Payable and Accrued Expenses$57,206--
Total Liabilities$793,942$767,383▼ $26,559
Net Assets / Fund Balance
Net Assets With Donor Restrictions$206,828$224,204▲ $17,376
Net Assets Without Donor Restrictions$-612,819$-615,438▼ $2,619
Total Net Assets Fund Balance$-405,991$-391,234▲ $14,757
Total Liabilities and Net Assets / Fund Balance$387,951$376,149▼ $11,802

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$142,030$1,798$143,828
Equipment$17,794$2,650$20,444
Other Assets Org$12,650--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Susan B TiedeImmediate Past President
Greg CannizzoPresident
Greg JenearyVice President
Andrey Horton JrDirector
Bernardino ElizondoDirector
Coty M ShoresDirector
Jose TurciosDirector
Matthew StandridgeDirector
Shohreh SharifDirector
Nathan PorterExecutive Director
Brian L Vierthaler IiSecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,836
Program Service Revenue
$597,316
Investment Income
$351
Other Revenue
$29,369
All Other Contributions
$47,673
Change in Net Assets
$14,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$832,369
Salaries, Compensation, and Employee Benefits$2,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$480,485--$480,485
Fees for Services Accounting-$115,861-$115,861
Office Expenses-$75,945-$75,945
Advertising-$60,031-$60,031
All Other Expenses-$48,484-$48,484
Interest-$25,103-$25,103
Information Technology-$9,420-$9,420
Insurance-$5,575-$5,575
Depreciation Depletion-$4,448-$4,448
Travel-$3,263-$3,263
Occupancy-$3,259-$3,259
Other Salaries and Wages-$2,496-$2,496
Payroll Taxes-$496-$496
Fees for Services Legal-$495-$495
Total Functional Expenses$480,485$354,876$0$835,361
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
EIDL loan$494,219
Prepaid Sponsor 2025$500
Designated Funds - Event Center-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Organization delegated management duties to third party, Jameson Management Group”

Member election for additional members Part VI line 7A

“All members are eligible to vote to select board members.”

Governing body decisions Part VI line 7B

“Members vote on all governing body decisions.”

Form 990 governing body review Part VI line 11

“The governing body does not review the form 990 before filing”

Conflict of interest policy compliance Part VI line 12C

“The executive directors review the conflict of interest policy with the board at least twice each year.”

CEO executive director top management comp Part VI line 15A

“The board of directors review the executive directors salary annually. They review other like organizations to stay current on executive pay.”

Governing documents etc available to public Part VI line 19

“Documents can be obtained by writing to: american orthodontic society, inc. 2451 west grapevine mills circle suite 510 grapevine, tx 76051”

Filing and Contact Details

Filer

Filer Name
American Orthodontic Society Inc
EIN
23-7156464
In Care Of
% Nathan Porter
Phone
9722344000
Address
2451 West Grapevine Mills Circle ST, Grapevine, TX 76051

Signing Officer

Name
Nathan Porter
Title
Executive Director
Phone
9722344000
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Timothy F McBride PC
Address
1756 Keller Parkway Suite 200, Keller, TX 76248
Preparer
Tim Mcbride
Phone
8174826002
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“There were some funds reclassed from Unrestricted Funds to Restricted/Designated Funds. Also more funds were added to the Restricted Funds for an Event Center veing built. Thus this created a equity adjustment.”

List of other expenses Part IX line 24E

“Ada certification - $754 telephone/internet expense - $2,439 entertainment & meals - $183 equipment lease - $4,763 membership expenses - $2,740 postage - $2,990 retreat event expenses - $4,182 bank and credit card fees - $21,455 misc expenses - $14,559 interest expense - $24,266”

Raw XML AppendixShowing 400 of 479 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc1JOURNAL OF AOS
IRS990/ProgramServiceRevenueGrp/Desc2ANNUAL MEETING
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126444
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONDUCTED ANNUAL MEETING FOR ALL 2000 MEMBERS WITH PROGRAMS TO ENHANCE MEMBERS WORK SKILLS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0112294
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLISHED THE JOURNAL OF AMERICAN ORTHODONTIC SOCIETY FOR ITS MEMBERS AND PROSPECTIVE MEMBERS.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0229528
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt093
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt093
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt312650
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Prepaid Rent
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Prepaid Other
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Security Deposit - Event Center
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4Work in Process - Event Center
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5Prepaid 2025 AM
IRS990ScheduleD/OtherAssetsOrgGrp/Desc62025 Prepaid Board Retreat
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Prepaid Sponsor 2025
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Designated Funds - Event Center
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization delegated management duties to third party, Jameson Management Group
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS ARE ELIGIBLE TO VOTE TO SELECT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE ON ALL GOVERNING BODY DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY DOES NOT REVIEW THE FORM 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY WITH THE BOARD AT LEAST TWICE EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS REVIEW THE EXECUTIVE DIRECTORS SALARY ANNUALLY. THEY REVIEW OTHER LIKE ORGANIZATIONS TO STAY CURRENT ON EXECUTIVE PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS CAN BE OBTAINED BY WRITING TO: AMERICAN ORTHODONTIC SOCIETY, INC. 2451 WEST GRAPEVINE MILLS CIRCLE SUITE 510 GRAPEVINE, TX 76051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7There were some funds reclassed from Unrestricted Funds to Restricted/Designated Funds. Also more funds were added to the Restricted Funds for an Event Center veing built. Thus this created a equity adjustment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ADA CERTIFICATION - $754 TELEPHONE/INTERNET EXPENSE - $2,439 ENTERTAINMENT & MEALS - $183 EQUIPMENT LEASE - $4,763 MEMBERSHIP EXPENSES - $2,740 POSTAGE - $2,990 RETREAT EVENT EXPENSES - $4,182 BANK AND CREDIT CARD FEES - $21,455 MISC EXPENSES - $14,559 INTEREST EXPENSE - $24,266
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false

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