Southern Association of
To support its members through promotion of the specialty of orthodontics dedicated to quality patient care, contining education and political advocacy.
Key facts about Southern Association of
In short: Southern Association of gave $32K across 2 grants in 2025 (avg $16K). Source: 2025 IRS Form 990.
- EIN
- 64-0522071
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $31,758
- Grants made (2025)
- 2
- Average grant
- $15,879
- Median grant
- $15,879
- Total assets
- $4,816,854
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$4.8M
+14.0% YoY
Annual Giving
$32K
-39.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$16K
-39.9% YoY
How Southern Association of gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Southern Association of
Based on IRS filings
Southern Association of is a nonprofit organization, based in Brandon, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.8M in total assets. In 2025, it awarded 2 grants totaling $32K. Net investment income was $139K.
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Giving Over Time
Total grant dollars and number of grants per year
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| VARIOUS COLLEGES IN UNITED STATES | — | $17,358 |
| AAO | — | $14,400 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,816,854 | $4,227,062 | $3,619,479 |
| Revenue | $1,947,421 | $1,814,282 | $2,048,584 |
| Expenses | $1,365,064 | $1,526,236 | $1,336,929 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $138,736 | $566,386 | $558,024 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 17, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 5, 2026)
Leadership & Key People
Officers and directors from IRS filings
Southern Association of is led by Preston Miller, President since 2025 (on filings since 2020); none of the 47 officers listed in 2025 report compensation.
Officers on the 2025 filing
Preston Miller
President
Second Senior → President Elect, 2024
President Elect → President, 2025
On filings since 2020
No compensation reported
Christine Ellis
President
President Elect → President, 2025
On filings since 2024
No compensation reported
Jeff Rickabaugh
Chairman of
New on the 2025 filing
No compensation reported
Jeremy Albert
Senior Director
Component Director → Director, 2024
Director → Senior Director, 2025
On filings since 2020
No compensation reported
Richard Williams
Aao Trustee
Aao Trustee → Director, 2024
Director → Aao Trustee, 2025
On filings since 2020
No compensation reported
India Collier
Aao Trustee
Director → Aao Trustee, 2025
On filings since 2024
No compensation reported
Steve Robirds
Aao Trustee
Director → Aao Trustee, 2025
On filings since 2024
No compensation reported
Edward Snyder
Junior Director
New on the 2025 filing
No compensation reported
Celeste Block
Component Di
Component Director → Component Di, 2025
On filings since 2020
No compensation reported
Candice Coleman
Sao Delegate
Delegate & Alternate → Sao Delegate, 2025
On filings since 2021
No compensation reported
Daniel I. Joseph
Sao Delegate
Delegate & Alternate → Sao Delegate, 2025
On filings since 2021
No compensation reported
John Beattie
Sao Delegate
Delegate & Alternate → Sao Delegate, 2025
On filings since 2021
No compensation reported
Kevin Holman
Sao Delegate
Delegate & Alternate → Sao Delegate, 2025
On filings since 2021
No compensation reported
Donald Balhoff
President Elect
Treasurer → President Elect, 2025
On filings since 2022
No compensation reported
Andrea Font Rytzner
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Christian Johnson
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Greg Inman
Sao Delegate
Director → Sao Delegate, 2025
On filings since 2024
No compensation reported
Jason Vassar
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Kyle Shannon
Secretary & Treasurer
Director → Secretary & Treasurer, 2025
On filings since 2024
No compensation reported
Lance Pittman
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Matthew Davis
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Matthew Ng
Aao Delegate
President → Aao Delegate, 2025
On filings since 2024
No compensation reported
Paige Whitt
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Ryan Theobald
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Tj Albert
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Tyler Allen
Component Di
Director → Component Di, 2025
On filings since 2024
No compensation reported
Brent Benoit
Sao Delegate
New on the 2025 filing
No compensation reported
Brittany Stroope
Swso Delegat
New on the 2025 filing
No compensation reported
Bryan Green
Sao Delegate
New on the 2025 filing
No compensation reported
Chris Cramer
Alternate De
New on the 2025 filing
No compensation reported
Danielle Robb
Component Di
New on the 2025 filing
No compensation reported
Darshit Shah
Alternate De
New on the 2025 filing
No compensation reported
David Watson
Component Di
New on the 2025 filing
No compensation reported
Eser Tufekci
Aao Delegate
New on the 2025 filing
No compensation reported
Jay Joshi
Component Di
New on the 2025 filing
No compensation reported
Jim Wortham
Sao Vice Cha
New on the 2025 filing
No compensation reported
Joe Moon
Swso Vice Ch
New on the 2025 filing
No compensation reported
John Wise
Swso Delegat
New on the 2025 filing
No compensation reported
Justin Power
Swso Delegat
New on the 2025 filing
No compensation reported
Kelly Goeckner
Component Di
New on the 2025 filing
No compensation reported
Kyla Swearingen
Alternate De
New on the 2025 filing
No compensation reported
Lucy Wachs
Component Di
New on the 2025 filing
No compensation reported
Mike Ragan
Swso Delegat
New on the 2025 filing
No compensation reported
Sarah Vossers
N & Y Delegate
New on the 2025 filing
No compensation reported
Scott Hubbard
Swso Delegat
New on the 2025 filing
No compensation reported
Tyler Rathburn
Sao Delegate
New on the 2025 filing
No compensation reported
William Bates
Sao Delegate
New on the 2025 filing
No compensation reported
Former officers (28)
- Former: Bryan Hamby (2020–2024) — Director
- Former: Eric Nease (2020–2024) — President
- Former: George Sabol (2020–2024) — Director
- Former: Robert Selden (2020–2024) — Director
- Former: Corbin Turpin (2021–2024) — Director
- Former: Enrique Cruz (2024) — Director
- Former: J. Kendall Dillehay (2024) — Director
- Former: Beth Fabor (2020–2023) — President Elect
- Former: Deborah Sema (2020–2023) — President
- Former: Mark Dusek (2020–2023) — Imm Past President
- Former: Allen Chance (2020–2021) — Component Director
- Former: Eric Park (2020–2021) — Component Director
- Former: Heather Hunt (2020–2021) — Executive Director
- Former: Jay Durham (2020–2021) — Component Director
- Former: Jeri Stull (2020–2021) — Immediate Past President
- Former: Michael Hazey (2020–2021) — Component Director
- Former: Nathan Hamman (2020–2021) — Component Director
- Former: Sims Tompkins (2020–2021) — President
- Former: Thomas Baldwin (2020–2021) — Component Director
- Former: Angela McNeight (2021) — Delegate & Alternate
- Former: Brandon Chadwell (2021) — Delegate & Alternate
- Former: Chopper Snyder (2021) — Delegate & Alternate
- Former: Christy Savage (2021) — Delegate & Alternate
- Former: Gregory Inman (2021) — Delegate & Alternate
- Former: James Wortham (2021) — Delegate & Alternate
- Former: Jim Martin (2021) — Delegate & Alternate
- Former: Robert B. Moss Jr. (2021) — Delegate & Alternate
- Former: Cynthia Wiley (2020) — Component Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Southern Association of
How much does Southern Association of give each year?
Southern Association of gave $32K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $53K across 2 grants.
How large is Southern Association of?
Southern Association of reported $4.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.9M.
What is Southern Association of's EIN?
Southern Association of's EIN (Employer Identification Number) is 64-0522071. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Southern Association of by hand.
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