SOUTHEASTERN SOCIETY PEDIATRIC DENTISTRY (EIN 237074442) - 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

1985

Legal Domicile

Principal Officer

JONATHAN JACKSON

Phone

8045158831

Tax Period

2024-06-01 to 2025-05-31

SOUTHEASTERN SOCIETY PEDIATRIC DENTISTRY, founded in 1985, is a small nonprofit in the Diseases & Disorders sector that reported $285K in total revenue in fiscal year 2018. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $112K, a strong 39% operating margin.

Mission

CONTINUING EDUCATION OF PEDIATRIC DENTISTS AND THE PROVISION OF DISASTER RELIEF TO MEMBERS THROUGHOUT THE SOUTHEAST.

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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 $111,043

Program Service Revenue $393,979

Investment Income $54,520

Other Revenue $4,342

TOTAL REVENUE $563,884

Expense Breakdown

Grants Paid $43,347

Salaries & Benefits $98,714

Fundraising Expenses $0

Program Expenses $336,795

Other Expenses $261,275

TOTAL EXPENSES $403,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$563,884	$327,966	+0.7%
Expenses	$403,336	$295,052	+0.4%
Net Income	$160,548	$32,914	+3.9%

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

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

$15,684

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH FAIZ	PRESIDENT-ELECT	0.10	Director	$0	$0	$0
ANGIE BAECHTOLD	IMMEDIATE PAST PRESIDENT	0.10	Officer Director	$0	$0	$0
MEREDITH PAPADEA	PRESIDENT	0.10	Officer Director	$0	$0	$0
TRICE SUMNER	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
CARA DELEON GRAHAM	SECRETARY	0.10	Officer Director	$0	$0	$0
MUKTI PREMA	RESIDENT LIAISON	0.10	Officer Director	$0	$0	$0
TIMOTHY FOLLOWELL	FULL-TIME FACULTY	0.10	Director	$0	$0	$0
CHRIS MAESTRELLO	RESIDENT AGENT	0.10	Director	$0	$0	$0
ANNE BAKER	DIRECTOR	0.10	Director	$0	$0	$0
STEPHEN GREENLEAF	PAST-PAST PRESIDENT	0.10	Director	$0	$0	$0
ANN BYNUM	AAPD SOUTHEASTERN DISTRICT TRUSTEE	0.10	Director	$0	$0	$0
SHANE HARPHAM	DIRECTOR	0.10	Director	$0	$0	$0
TIFFANY GREEN	DIRECTOR	0.10	Director	$0	$0	$0
SONIA TAYLOR-GRIFFITH	DIRECTOR	0.10	Director	$0	$0	$0
JEFFREY FLANNERY	DIRECTOR	0.10	Director	$0	$0	$0
ROSS FISHMAN	DIRECTOR	0.10	Director	$0	$0	$0
MIRNA CALDWELL	DIRECTOR	0.10	Director	$0	$0	$0
JANICE LEE	DIRECTOR	0.10	Director	$0	$0	$0
ELIZABETH BERRY	DIRECTOR	0.10	Director	$0	$0	$0
MORGAN NOWERY	DIRECTOR	0.10	Director	$0	$0	$0
WENDY HUMPHREY VAN METER	DIRECTOR	0.10	Director	$0	$0	$0
RODNEY JACKSON	PAST-PRESIDENT	0.10	Director	$0	$0	$0
JONATHAN JACKSON	EXECUTIVE DIRECTOR	10.00	Officer	$15,684	$0	$15,684

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	$563,884	$403,336	$1,161,330	$160,548
2024	$327,966	$295,052	$986,140	$32,914
2023	$301,518	$219,379	$851,873	$82,139
2022	$308,759	$194,026	$795,492	$114,733
2021	$213,980	$82,495	$793,930	$131,485
2019	$285,139	$172,679	$530,714	$112,460

SOUTHEASTERN SOCIETY PEDIATRIC DENTISTRY