The Harry L Dougherty and Sakae K Tanaka Orthodontics Foundation Inc (EIN 204468866) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Jeffrey L Milde

Phone

2137852210

Tax Period

2022-07-01 to 2023-06-30

The Harry L Dougherty and Sakae K Tanaka Orthodontics Foundation Inc, founded in 2006, is a small nonprofit in the Education sector that reported $139K in total revenue in fiscal year 2022. Revenue surged 373% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 81% operating margin.

Mission

The primary goals of the Foundation are to:1. Disseminate scientific information through scientific meetings.2. Establish endowments for recruitment and retention of outstanding faculty.3. Promote education through technological advances, scientific research and cutting edge clinical techniques.4. Provide funding for fellowships, scholarships and support for orthodontic graduate students.5. Purchase equipment and provide the technological advances for orthodontic research and teaching.

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $123,363

Program Service Revenue $5,076

Investment Income $10,241

Other Revenue $0

TOTAL REVENUE $138,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,827

Fundraising Expenses $0

Program Expenses $8,044

Other Expenses $15,866

TOTAL EXPENSES $25,693

Year-over-Year Comparison

	2022	2021	Change
Revenue	$138,680	$29,314	+3.7%
Expenses	$25,693	$31,992	-0.2%
Net Income	$112,987	$-2,678	-43.2%

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

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

$9,827

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey L Milde	Executive Dir.	5.00	Officer	$9,827	$0	$9,827
Dr Robert Hambleton	Chairman	1.00	Officer Director	$0	$0	$0
Dr Gary Kawata	Vice Chairman	1.00	Officer Director	$0	$0	$0
John Trotter	Secretary	1.00	Officer Director	$0	$0	$0
Dr Milton Chan	Treasurer	1.00	Officer Director	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$138,680	$25,693	$839,895	$112,987
2022	$29,314	$31,992	$682,165	$-2,678
2018	$30,936	$31,214	$511,129	$-278

The Harry L Dougherty and Sakae K Tanaka Orthodontics Foundation Inc