Dental Trade Alliance (EIN 201497373) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

Gregory Chavez

Phone

7033797755

Tax Period

2024-01-01 to 2024-12-31

DENTAL TRADE ALLIANCE, founded in 1942, is a community nonprofit in the Community Improvement sector that reported $2.6M in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 7% surplus.

Mission

Enhance oral health care while driving member success.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,458,509

Investment Income $132,752

Other Revenue $146,200

TOTAL REVENUE $2,737,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $940,018

Fundraising Expenses $0

Other Expenses $1,602,112

TOTAL EXPENSES $2,542,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,737,461	$2,645,363	+0.0%
Expenses	$2,542,130	$2,438,399	+0.0%
Net Income	$195,331	$206,964	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$540,885

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Wenzel	Director	2.00	Director	$0	$0	$0
Dave Steck	Director	2.00	Director	$0	$0	$0
David Armstrong	Director	2.00	Director	$0	$0	$0
Don Bell	Director	2.00	Director	$0	$0	$0
Matt Berns	Director	2.00	Director	$0	$0	$0
Laura Dawson	Director	2.00	Director	$0	$0	$0
Steve Desautel	Director	2.00	Director	$0	$0	$0
Glen Kendrick	Director	2.00	Director	$0	$0	$0
Linda Miller	Director	2.00	Director	$0	$0	$0
Marv Nelson	Director	2.00	Director	$0	$0	$0
Mark Trimmer	Director	2.00	Director	$0	$0	$0
Ted Kehagias	Board Chair	2.00	Officer Director	$0	$0	$0
Sandi Hirsch	Chair Elect	2.00	Officer Director	$0	$0	$0
Scot Andersen	First Vice Chair	2.00	Officer Director	$0	$0	$0
Katy Cohen	Second Vice Chair	2.00	Officer Director	$0	$0	$0
Tom Richardson	Treasurer	2.00	Officer Director	$0	$0	$0
Gregory Chavez	Chief Executive Officer	40.00	Officer	$311,745	$20,003	$331,748
Amy Moorman	Vice President of Operations	40.00	Officer	$181,845	$27,292	$209,137

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
2024	$2,737,461	$2,542,130	$3,523,665	$195,331
2023	$2,645,363	$2,438,399	$3,280,363	$206,964
2022	$2,544,061	$2,179,133	$2,990,930	$364,928
2021	$2,684,861	$1,942,375	$2,302,072	$742,486
2020	$1,647,568	$1,693,066	$1,730,552	$-45,498
2019	$2,406,925	$2,513,387	$1,543,193	$-106,462
2018	$2,629,957	$2,434,206	$1,466,492	$195,751

Dental Trade Alliance