THE DR J M CHADHA ORTHODONTIC (EIN 204301379) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

GUY FAVALORO

Tax Period

2023-01-01 to 2023-12-31

THE DR J M CHADHA ORTHODONTIC, founded in 2005, is a micro nonprofit in the Diseases & Disorders sector that reported $62K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $24K, a strong 38% operating margin.

Mission

THE OBJECTIVES OF THIS FOUNDATION ARE TO ADVANCE THE ART & SCIENCE OF ORTHODONTICS, AND TO SUPPORT AND FOSTER ACCESS TO ORTHODONTIC CARE TO THE CITIZENS OF THE STATE OF LOUISIANA.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $61,470

Program Service Revenue $0

Investment Income $364

Other Revenue $0

TOTAL REVENUE $61,834

Expense Breakdown

Grants Paid $32,140

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,140

Other Expenses $6,055

TOTAL EXPENSES $38,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,834	$112,639	-0.5%
Expenses	$38,195	$38,555	0.0%
Net Income	$23,639	$74,084	-0.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICKY CAPLES	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA DEVERGES	SECRETARYTREASURER	1.00	Director Key Emp	$0	$0	$0
MICHAEL KING	DIRECTOR	1.00	Director	$0	$0	$0
GUY FAVALORO	PRESIDENT	1.00	Officer	$0	$0	$0

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	No data	No data	No data	No data
2023	$61,834	$38,195	$672,406	$23,639
2022	$112,639	$38,555	$648,754	$74,084
2021	$87,028	$54,949	$574,670	$32,079
2020	$71,263	$34,932	$542,591	$36,331
2019	$75,999	$43,526	$506,260	$32,473
2018	$106,998	$52,805	$473,787	$54,193

THE DR J M CHADHA ORTHODONTIC