SACRAMENTO DISTRICT DENTAL FOUNDATION (EIN 237067087) - 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

1969

Legal Domicile

Principal Officer

CATHY LEVERING

Phone

9164461227

Tax Period

2024-01-01 to 2024-12-31

SACRAMENTO DISTRICT DENTAL FOUNDATION, founded in 1969, is a small nonprofit that reported $440K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $205K, a strong 47% operating margin.

Mission

TO PROMOTE THE ORAL AND GENERAL HEALTH OF THE PUBLIC BY SERVING AS THE CHARITABLE ARM OF THE SACRAMENTO DISTRICT DENTAL SOCIETY AND THE DENTAL COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $151,041

Program Service Revenue $39,354

Investment Income $145,219

Other Revenue $104,857

TOTAL REVENUE $440,471

Expense Breakdown

Grants Paid $95,160

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,794

Other Expenses $140,454

TOTAL EXPENSES $235,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$440,471	$482,141	-0.1%
Expenses	$235,614	$297,862	-0.2%
Net Income	$204,857	$184,279	+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

N/A

Volunteers

150

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
CARL M HILLENDAHL DDS	PRESIDENT	2.00	Officer Director	$0	$0	$0
KEVIN M KEATING DDS MS	TREASURER	2.00	Officer Director	$0	$0	$0
JEFFREY SUE DDS	SECRETARY	2.00	Officer Director	$0	$0	$0
PAUL P BINON DDS MSD	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LISA DOBAK DDS	ASST TREASUR	2.00	Officer Director	$0	$0	$0
NANCY L ARCHIBALD DDS	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET M DELMORE MD DDS	DIRECTOR	1.00	Director	$0	$0	$0
VOLKMAR I FELAHY DDS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY J HEISE DDS	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN G JUDD DDS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL R O'BRIEN DDS	DIRECTOR	1.00	Director	$0	$0	$0
HANA R RASHID DDS	DIRECTOR	1.00	Director	$0	$0	$0
H WESLEY YEE DDS	DIRECTOR	1.00	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
2024	$440,471	$235,614	$3,712,707	$204,857
2023	$482,141	$297,862	$3,292,832	$184,279
2022	$282,095	$219,467	$2,908,154	$62,628
2021	$478,443	$176,280	$3,117,524	$302,163
2020	$192,741	$130,526	$2,718,680	$62,215
2019	$244,588	$147,960	$2,486,654	$96,628
2018	$307,252	$140,885	$2,177,447	$166,367

SACRAMENTO DISTRICT DENTAL FOUNDATION