CONNECTICUT STATE DENTAL ASSOCIATION INC

EIN: 060605831 Community Improvement

SOUTHINGTON, CT

Total Revenue
$1,713,833
Total Expenses
$2,006,300
Total Assets
$5,888,807
Net Assets
$4,863,996
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Financial Trends

Organization Details

Formation Year
1864
Legal Domicile
CT
Principal Officer
KATHLENE GERRITY
Phone
8603781800
Tax Period
2024-07-01 to 2025-06-30

CONNECTICUT STATE DENTAL ASSOCIATION INC, founded in 1864, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $2.0M exceeded revenue, resulting in a 17% operating deficit.

Mission

THE CONNECTICUT STATE DENTAL ASSOCIATION IS A STATEWIDE, PROFESSIONAL MEMBERSHIP ORGANIZATION REPRESENTING CONNECTICUT LICENSED DENTISTS. CSDA MEMBERS ARE COMMITTED TO PROTECTING THE HEALTH AND WELL-BEING OF PEOPLE OF ALL AGES. THE CSDA WAS ESTABLISHED IN 1864 TO ENSURE THAT PATIENTS RECEIVE THE HIGHEST QUALITY OF CARE FROM DENTAL PROFESSIONALS. WITH A STATEWIDE MEMBERSHIP OF APPROXIMATELY 2,200 MEMBERS, THE CSDA REPRESENTS NEARLY 63% OF ALL LICENSED DENTISTS IN CONNECTICUT. THE CSDA IS THE VOICE OF CONNECTICUT LICENSED DENTIST IN THE LEGISLATURE. IT MAINTAINS A CLEAR AND CONSISTENT MESSAGE THAT DENTISTRY IS HEALTH CARE THAT WORKS. THE CSDA SUPPORTS LEGISLATION THAT PROTECTS THE HIGH QUALITY OF DENTAL CARE THAT CONNECTICUT RESIDENTS RECEIVE. THE CSDA ALSO SPONSORS STATEWIDE PUBLIC OUTREACH PROGRAMS THAT HIGHLIGHT THE IMPORTANCE OF GOOD DENTAL HEALTH FOR PEOPLE OF ALL AGES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $156,220
Program Service Revenue $1,369,724
Investment Income $106,887
Other Revenue $81,002
TOTAL REVENUE $1,713,833

Expense Breakdown

Grants Paid $0
Salaries & Benefits $935,722
Fundraising Expenses $0
Other Expenses $1,070,578
TOTAL EXPENSES $2,006,300

Year-over-Year Comparison

2024 2023 Change
Revenue $1,713,833 $2,063,365 -0.2%
Expenses $2,006,300 $1,930,144 +0.0%
Net Income $-292,467 $133,221 -3.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
12
Volunteers
75

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$206,047
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY SUMMER LERCH PRESIDENT 2.00
Officer Director
$0 $0 $0
MARIA SMITH PRESIDENT-ELECT 2.00
Officer Director
$0 $0 $0
MARK CLAUSS TREASURER 2.00
Officer Director
$0 $0 $0
JOSEPH MANZELLA VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
DAVID BARTON TRUSTEE 2.00
Director
$0 $0 $0
MACKENZIE SCHLEICHER TRUSTEE 2.00
Director
$0 $0 $0
ELIZABETH FILBERT TRUSTEE 2.00
Director
$0 $0 $0
ALLISON BAYLIS TRUSTEE 2.00
Director
$0 $0 $0
BRYANNE CHANDLER TRUSTEE 2.00
Director
$0 $0 $0
ROBERT BURSTEIN TRUSTEE 2.00
Director
$0 $0 $0
JIEAN HEIFETZ-LI TRUSTEE 2.00
Director
$0 $0 $0
R STEVEN HALL JR IMMEDIATE PAST PRESIDENT 2.00
Director
$0 $0 $0
MICHAEL SAFIAN SPEAKER, HOUSE OF DELEGATES 2.00
Director
$0 $0 $0
SATYASHANKARA TADINADA CHIEF EDITOR 2.00
Director
$0 $0 $0
KATHLENE GERRITY EXECUTIVE DIRECTOR 40.00
Officer
$206,047 $0 $206,047
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,713,833 $2,006,300 $5,888,807 $-292,467
2024 $2,063,365 $1,930,144 $5,575,295 $133,221
2023 $31,053 $369,076 $4,751,264 $-338,023
2022 $2,272,103 $1,686,820 $5,272,432 $585,283
2021 $1,265,921 $1,328,392 $6,022,868 $-62,471
2020 $1,405,499 $1,670,714 $5,157,137 $-265,215
2019 $2,235,047 $2,215,188 $5,523,694 $19,859
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