Civic Intelligence

American Association of Endodontists Foundation

EIN 36-6143003 • 501(c)3 • Chicago, IL

Profile

The aae foundation seeks to improve oral health by securing contributions, shepherding resources and sharing grant funds that support research, generate new knowledge and enhance endodontic education.

180 N Stetson Avenue 1500Chicago, IL 60601-6811

www.aae.org/FOUNDATION

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.13x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$586,694

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

64th percentile

9.3%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$40,106,144

Up $3,398,017 (+9.3%) from 2023

Liabilities

Up

$419,014

Up $144,520 (+53%) from 2023

Net Assets

Up

$39,687,130

Up $3,253,497 (+8.9%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin78th percentile

Revenue

Up

$3,216,768

Up $1,504,238 (+88%) from 2023

Expenses

Up

$2,419,355

Up $236,929 (+11%) from 2023

Net Income

Up

$797,413

Up $1,267,309 (+270%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$60M$40M$20M$0Assets 2013: $29,985,891Liabilities 2013: $800,795Net Assets 2013: $29,185,0962013Assets 2014: $31,138,524Liabilities 2014: $707,433Net Assets 2014: $30,431,0912014Assets 2015: $28,935,508Liabilities 2015: $514,539Net Assets 2015: $28,420,9692015Assets 2016: $30,124,244Liabilities 2016: $340,714Net Assets 2016: $29,783,5302016Assets 2017: $34,337,957Liabilities 2017: $140,113Net Assets 2017: $34,197,8442017Assets 2018: $30,504,557Liabilities 2018: $217,009Net Assets 2018: $30,287,5482018Assets 2019: $34,611,491Liabilities 2019: $203,017Net Assets 2019: $34,408,4742019Assets 2020: $37,573,299Liabilities 2020: $88,328Net Assets 2020: $37,484,9712020Assets 2021: $41,201,761Liabilities 2021: $202,468Net Assets 2021: $40,999,2932021Assets 2022: $32,618,953Liabilities 2022: $112,069Net Assets 2022: $32,506,8842022Assets 2023: $36,708,127Liabilities 2023: $274,494Net Assets 2023: $36,433,6332023Assets 2024: $40,106,144Liabilities 2024: $419,014Net Assets 2024: $39,687,1302024

Highlighted filing

2024

Assets$40,106,144
Liabilities$419,014
Net Assets$39,687,130
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $1,911,292Expenses 2013: $2,726,320Net Income 2013: -$815,0282013Revenue 2014: $2,385,401Expenses 2014: $2,017,823Net Income 2014: $367,5782014Revenue 2015: $4,555,783Expenses 2015: $2,070,408Net Income 2015: $2,485,3752015Revenue 2016: $2,053,299Expenses 2016: $1,965,215Net Income 2016: $88,0842016Revenue 2017: $2,360,227Expenses 2017: $1,826,744Net Income 2017: $533,4832017Revenue 2018: $1,804,259Expenses 2018: $2,058,794Net Income 2018: -$254,5352018Revenue 2019: $1,444,798Expenses 2019: $2,179,656Net Income 2019: -$734,8582019Revenue 2020: $1,370,633Expenses 2020: $1,838,040Net Income 2020: -$467,4072020Revenue 2021: $10,696,161Expenses 2021: $1,652,535Net Income 2021: $9,043,6262021Revenue 2022: $1,052,182Expenses 2022: $2,089,485Net Income 2022: -$1,037,3032022Revenue 2023: $1,712,530Expenses 2023: $2,182,426Net Income 2023: -$469,8962023Revenue 2024: $3,216,768Expenses 2024: $2,419,355Net Income 2024: $797,4132024

Highlighted filing

2024

Revenue$3,216,768
Expenses$2,419,355
Net Income$797,413
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
$40,106,144
Liabilities
$419,014
Net assets
$39,687,130
Revenue
$3,216,768
Expenses
$2,419,355
Net income
$797,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.1$0.42$39.7$3.22$2.42$0.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$0.27$36.4$1.71$2.18$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$0.11$32.5$1.05$2.09$1.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.2$0.20$41.0$10.7$1.65$9.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.6$0.09$37.5$1.37$1.84$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.6$0.20$34.4$1.44$2.18$0.73
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.5$0.22$30.3$1.80$2.06$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$0.14$34.2$2.36$1.83$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$0.34$29.8$2.05$1.97$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$0.51$28.4$4.56$2.07$2.49
2014Detailed filing. Detailed filing data is available for this year.$31.1$0.71$30.4$2.39$2.02$0.37
2013Detailed filing. Detailed filing data is available for this year.$30.0$0.80$29.2$1.91$2.73$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Gross Receipts
$4,415,884
Mission and Program Overview

Mission

The foundation for endodontics is committed to improving oral health by increasing engagement and resources for endodontic research, education, and access to care.

To support endodontics by providing resources and funding for research, education, public awareness and access to care. The foundation supports saving natural teeth for all through the efforts of endodontic specialists.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,499,748$37,489,498▲ $2,989,750
Pledges and Grants Receivable$1,047,783$1,315,273▲ $267,490
Cash and Non-Interest-Bearing Accounts$642,225$760,471▲ $118,246
Savings and Temporary Cash Investments$503,386$529,717▲ $26,331
Land, Buildings, and Equipment, Net$14,985$11,185▼ $3,800
Total Assets$36,708,127$40,106,144▲ $3,398,017
Liabilities
Accounts Payable and Accrued Expenses$119,847$302,729▲ $182,882
Other Liabilities$77,383$66,335▼ $11,048
Grants Payable$77,264$25,950▼ $51,314
Deferred Revenue-$24,000-
Total Liabilities$274,494$419,014▲ $144,520
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,385,950$38,371,957▲ $2,986,007
Net Assets With Donor Restrictions$1,047,683$1,315,173▲ $267,490
Total Net Assets Fund Balance$36,433,633$39,687,130▲ $3,253,497
Total Liabilities and Net Assets / Fund Balance$36,708,127$40,106,144▲ $3,398,017

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,185$65,004$76,189
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleBaseOtherTotal
Craig HirschbergAae Officer Serving as Tru$900$55,725$56,625
Natasha FlakeAae Officer Serving as Tru$1,350$39,831$41,181
Steven J KatzAae Officer Serving as Tru-$30,975$30,975
W Craig NoblettAae Officer Serving as Tru$900$27,850$28,750
Stefan I ZweigBoard Member$1,500$4,136$5,636
Carla Y FalconBoard Member$1,350$3,850$5,200
Clara SpataforePresident-elect (effective 2024)$3,000-$3,000
Patricia TordikPresident$2,400-$2,400
Fiza SinghSecretary$1,050$1,100$2,150
Moein SadrkhaniBoard Member$1,950-$1,950
Bruce JustmanSecretary$1,800-$1,800
Katherine DivineBoard Member$1,050$700$1,750
Ryan B McmahanBoard Member$1,500-$1,500
Poppy BlasceioBoard Member$1,050-$1,050
Alejandro AguirreBoard Member$900-$900
Jack BurlisonBoard Member$900-$900
Morgan CelistanBoard Member$900-$900

Board Members and Trustees

NameTitle
Margot KusienskiPresident
Amy Warren-kimbroBoard Member
Barbara NordquistBoard Member
Blake BrownellBoard Member
Robert S RodaBoard Member
Tom Von SydowBoard Member
Ken WidelkaExecutive Director
Alyson WhittleseyFoundation Director
Rebecca PerryChief Financial Officer
Anthony T BorgiaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,294,304
Program Service Revenue
$0
Investment Income
$1,922,464
Other Revenue
$0
All Other Contributions
$1,294,304
Change in Net Assets
$797,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,151,770
Revenue Not Reported on Financial Statements
$64,998
Revenue Not Reported on Form 990
$2,456,084
Total Revenue per Audited Statements
$5,607,854
Total Revenue per Form 990
$3,216,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,227,630
Other Expenses$1,169,225
Total Fundraising Expense$356,372
Salaries, Compensation, and Employee Benefits$22,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$757,318--$757,318
Grants to Domestic Individuals$351,000--$351,000
Travel$16,973$111,317$8,037$136,327
Foreign Grants$119,312--$119,312
Fees for Services Other$1,009$69,787$37,835$108,631
Fees for Service Investment Mgmnt Fees-$64,998-$64,998
Conferences and Meetings$600$45,037$36$45,673
Office Expenses$1,359$1,497$21,023$23,879
Current Officers, Directors, Trustees, and Key Employees-$22,500-$22,500
All Other Expenses$1,110$18,142-$19,252
Insurance-$8,930-$8,930
Depreciation Depletion-$3,800-$3,800
Other Expenses$1,122$1,991$36,940$3,113
Total Functional Expenses$1,452,592$610,391$356,372$2,419,355

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,419,355
Expenses per Audited Statements$2,354,357
Total Expenses per Audited Statements$2,354,357
Expenses Not Reported on Financial Statements$64,998
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Association of EndodontistsChicago, IL501(c)(6)Educator Workshop$118,275
University of Texas Health Science Center at San AntonioSan Antonio, TX501(c)(3)Competitive Research$80,358
University of PittsburghPittsburgh, PA501(c)(3)Competitive Research$45,434
University of Texas Health Science Center at San AntonioSan Antonio, TX501(c)(3)Competitive Research$35,255
American Association of EndodontistsChicago, IL501(c)(6)Apices$25,000
University of Minnesota Grad Endo DivisionMinneapolis, MN501(c)(3)Competitive Research$19,791
Texas A&m College of Dentistry Dept of EndodonticsDallas, TX501(c)(3)Competitive Research$16,764
University of PittsburghPittsburgh, PA501(c)(3)Competitive Research$15,176
University of MarylandBaltimore, MD501(c)(3)Competitive Research$13,760
University of Illinois at ChicagoChicago, IL501(c)(3)Competitive Research$11,375
University of Illinois at ChicagoChicago, IL501(c)(3)Resident Research$7,500
The Regents of the University of MichiganPittsburgh, PA501(c)(3)Competitive Research$5,364

International Summary

Offices
0
Employees
0
Spending
$119,312

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, But Not the United StatesGrants to Recipients Located in Region-00$119,312
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
Due to American Association of Endodontists$66,335
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The foundation board of trustees nominates potential board members to the american association of endodontists (aae) general assembly. The aae general assembly elects the individuals to serve on the foundation's board of trustees.”

Form 990, Part VI, Section A, Line 7B

“Bylaw amendments require approval by two-thirds of the board of trustees and the aae board of directors.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was shared with the board of trustees and reviewed by the foundation's staff prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Individuals are required to complete a conflict of interest disclosure form annually. In addition, at the beginning of each board meeting, all individuals are requested to provide updates to their disclosures, so that any potential conflicts are identified and dealt with appropriately at each meeting.the conflict of interest forms are reviewed by staff and those with conflicts are shared with the foundation officers.”

Form 990, Part VI, Section B, Line 15

“Compensation for the executive director is determined by the american association of endodontists, a related organization, based upon a written contract which is reviewed and approved by that organization's board of directors. Compensation for other key employees is based on market comparability for similar jobs through the human resources department.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available upon request. A summary of the financial statements is included in the annual report.”

Filing and Contact Details

Filer

Filer Name
American Association of Endodontists
EIN
36-6143003
Phone
8008723636
Address
180 N STETSON AVENUE 1500, CHICAGO, IL 60601-6811

Signing Officer

Name
Kenneth Widelka
Title
Executive Director
Phone
3122669819
Signed
2025-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Widelka
Formed
1966
Legal Domicile
Il
Voting Board Members
20
Independent Board Members
15
Employees
0
Volunteers
60

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Erin Cranmer
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on uncollectible pledges -77,935.”

Part XII, Line 2C

“The foundation's board of trustees assumes responsibility for oversight of the audit and selection of the independent accountant. This process has not changed from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is a not-for-profit entity as described in section 501(c)(3) of the internal revenue code (irc), and is exempt from income taxes, except to the extent of any unrelated business income. There was no unrelated business income for the years ended december 31, 2024 and 2023. The foundation is not a private foundation within the meaning of section 509(a) of the irc.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges -77,935.”

Raw XML AppendixShowing 400 of 885 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.

Path#Value
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IRS990/ActivityOrMissionDesc0TO SUPPORT ENDODONTICS BY PROVIDING RESOURCES AND FUNDING FOR RESEARCH, EDUCATION, PUBLIC AWARENESS AND ACCESS TO CARE. THE FOUNDATION SUPPORTS SAVING NATURAL TEETH FOR ALL THROUGH THE EFFORTS OF ENDODONTIC SPECIALISTS.
IRS990/AllOtherContributionsAmt01294304
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt018142
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01110
IRS990/AllOtherExpensesGrp/TotalAmt019252
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IRS990/Form990PartVIISectionAGrp/TitleTxt14AAE OFFICER SERVING AS TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt15AAE OFFICER SERVING AS TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt16AAE OFFICER SERVING AS TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt17AAE OFFICER SERVING AS TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT-ELECT (EFFECTIVE 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26FOUNDATION DIRECTOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION - SUPPORTING ENDODONTIC EDUCATION AND FACULTY IS CRITICAL TO THE GROWTH AND FUTURE SUCCESS OF THE SPECIALTY. IT IS THE FOUNDATION'S MISSION TO ENSURE THAT DENTAL STUDENTS ARE TAUGHT ENDODONTICS BY HIGHLY QUALIFIED SPECIALISTS IN THE FIELD WHO REMAIN PASSIONATE ABOUT ENDODONTICS AND ARE AT THE FOREFRONT OF RESEARCH AND TECHNOLOGY. STRONG ACADEMIC AND SCIENTIFIC AGENDAS EQUAL A STRONG AND PRODUCTIVITY FUTURE FOR THE SPECIALTY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ACCESS TO CARE - THE FOUNDATION FUNDS A VARIETY OF ACCESS TO CARE INITIATIVES - ASSISTING PATIENTS IN UNDERSERVED COMMUNITIES, HIGHLIGHTING THE ROLE ENDODONTICS PLAY IN THE DENTAL COMMUNITY, PROVIDING MENTORSHIP AND HANDS-ON OPPORTUNITIES FOR DENTAL STUDENTS TO WORK ALONGSIDE SPECIALISTS, AND ENGAGING YOUNGER MEMBERS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0SPONSORSHIP OF THE ADVANCED PROGRAM IN CLINICAL ENDODONTICS FOR RESIDENTS (APICES)
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