Nonprofit · EIN 43-6056320
AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION
Tax-exempt · ST LOUIS, MO 63141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $3,118,935 | $2,418,806 | $700,129 | $42,230,203 | $758,852 | $41,471,351 |
| July 31, 2024 | 990 | $1,787,961 | $1,487,053 | $300,908 | $39,726,202 | $748,207 | $38,977,995 |
| July 31, 2023 | 990 | $5,368,611 | $1,839,831 | $3,528,780 | $37,688,529 | $1,053,554 | $36,634,975 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,484,625
- Program service revenue
- $0
- Investment income
- $1,622,710
- Net gain from sales of assets
- $411,607
- Other revenue
- $11,600
Expenses
- Grants and similar amounts paid
- $1,321,480
- Compensation of officers, directors and key employees
- $143,327
- Other salaries and wages
- $195,013
- Salaries, compensation and benefits (total)
- $438,453
- Professional fundraising fees
- $0
- Legal fees
- $730
- Accounting fees
- $99,713
- Travel
- $92,100
- Program services (functional)
- $1,556,818
- Management and general (functional)
- $528,963
- Fundraising (functional)
- $333,025
Balance sheet and other
- Total assets, start of year
- $39,726,202
- Total assets, end of year
- $42,230,203
- Total liabilities, end of year
- $758,852
- Net assets, end of year
- $41,471,351
- Publicly traded securities
- $34,975,207
- Net assets without donor restrictions
- $5,151,292
- Net assets with donor restrictions
- $36,320,059
- Gross receipts
- $9,414,113
- Employees
- 4
- Volunteers
- 65
- Year formed
- 1961
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TREY LAWRENCE | SECRETARY-TREASURER, EX-OFFICIO Officer | 2 | $0 | $305,479 | $52,779 |
| BRETT SCHOTT | VICE PRESIDENT Officer | 48 | $131,539 | $0 | $15,051 |
| CHRISTINA JACKSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN CARTER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES KLARSCH | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KRISTEN LOWE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK BERKMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT JAMES BRAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LILI HORTON | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| FRANK HEMM | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NAVI BHARJ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SAPNA NATH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NEAL KRAVITZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NORMAND BOUCHER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J MARTIN PALOMO | DIRECTOR Trustee or director | 2 | $0 |
| FRANK QUINN | DIRECTOR Trustee or director | 2 | $0 |
| KENNETH WEBB | DIRECTOR Trustee or director | 2 | $0 |
| JENNA SCHNEIDER | DIRECTOR Trustee or director | 2 | $0 |
| YUNA PARK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended July 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LYNNE THOMAS GORDON | SECRETARY-TREASURER Officer | 3 | $0 | $519,332 | $69,644 |
| TREY LAWRENCE | SECRETARY-TREASURER Officer | 2 | $0 | $199,692 | $67,420 |
| JACKIE BODE | SR. VICE PRESIDENT Officer | 45 | $143,285 | $0 | $25,999 |
| ORHAN TUNCAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN LORENZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINA JACKSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN CARTER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SIMON BEARD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JENNIFER SHAHAR | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES KLARSCH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KRISTEN LOWE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WANDA CLARO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK BERKMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS BENTSON | PRESIDENT Trustee or director | 3 | $0 | $0 | $0 |
| ROBERT JAMES BRAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LILI HORTON | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| FRANK HEMM | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JENNA SCHNEIDER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| YUNA PARK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NEAL KRAVITZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NORMAND BOUCHER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| J MARTIN PALOMO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRETT SCHOTT | VICE PRESIDENT Officer | 48 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LYNNE THOMAS GORDON | SECRETARY-TREASURER Officer | 3 | $0 | $500,399 | $67,464 |
| JACKIE BODE | SENIOR VICE PRESIDENT Officer | 45 | $150,298 | $0 | $29,034 |
| ORHAN TUNCAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW LARKIN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINA JACKSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN CARTER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SIMON BEARD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE NGUYEN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES KLARSCH | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KRISTEN LOWE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WANDA CLARO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK BERKMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS BENTSON | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| ROBERT JAMES BRAY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LILI HORTON | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 401 N LINDBERGH BLVD, ST LOUIS, MO 63141-7839
- In care of
- % MERCANTILE TRUST COMPANY NA
- Principal officer (990 for 2024)
- BRETT SCHOTT, 401 N LINDBERGH BLVD, ST LOUIS, MO 631417816
- Signed the 990
- BRETT SCHOTT, VICE PRESIDENT
- Phone
- (314) 993-1700
- Website
- WWW.AAOFOUNDATION.NET
- Return prepared by
- ANDERS MINKLER HUBER & HELM LLP
Mission
TO ADVANCE THE ORTHODONTIC SPECIALTY BY SUPPORTING EXCEPTIONAL EDUCATION AND RESEARCH THAT LEADS TO EXCELLENCE IN PATIENT CARE, AND BY PROMOTING ORTHODONTIC CHARITABLE GIVING.
Program accomplishments
- SEE SCHEDULE OExpenses $1,063,358 · grants $838,941
- GIFTED SMILES IS A PROGRAM OF THE AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION (AAO FOUNDATION) THAT PROVIDES THE CONDUIT TO ORTHODONTIC TREATMENT. GIFTED SMILES PROVIDES AND CONNECTS CHILDREN WHO CANNOT AFFORD TREATMENT TO A NETWORK OF VOLUNTEER ORTHODONTISTS WHO CONTRIBUTE THEIR TIME AND RESOURCES TO PROVIDE ORTHODONTIC CARE.Expenses $433,460 · grants $422,539 · revenue $153,835
- ANY AAO MEMBER WHO IS THE VICTIM OF A NATURAL DISASTER MAY APPLY TO THE DISASTER RELIEF FUND FOR A GRANT (UP TO $15,000) TO ASSIST IN RESTORING, REPAIRING, OR RECONSTRUCTING A PRACTICE FACILITY OWNED BY THE APPLICANT, OR THE DENTAL EQUIPMENT AND SUPPLIES THEREIN.Expenses $60,000 · grants $60,000 · revenue $46,850
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 43-6056320
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $42,230,203
- Income (IRS master file)
- $9,414,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $3,118,935 | $2,418,806 | $42,230,203 | XML |
| 990 | July 2024 | $1,787,961 | $1,487,053 | $39,726,202 | XML |
| 990 | July 2023 | $5,368,611 | $1,839,831 | $37,688,529 | XML |
| 990 | July 2022 | $2,958,028 | $2,206,768 | $36,858,261 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-6056320).
Questions about AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION
- What is the EIN of AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION?
- The employer identification number (EIN) of AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION is 43-6056320.
- Is AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION?
- The 990 for the year ended July 31, 2025 names BRETT SCHOTT.
- Who are the officers and directors of AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION?
- The 990 for the year ended July 31, 2025 lists 20 people; 1 received compensation from the organization.
- How much revenue does AMERICAN ASSOCIATION OF ORTHODONTISTS FOUNDATION have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $3,118,935, expenses of $2,418,806 and total assets of $42,230,203 at year end.
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