AU DENTAL ASSOCIATES (EIN 237079603) - 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

1986

Legal Domicile

Principal Officer

SHANNON SOUTH

Phone

7067212103

Tax Period

2024-07-01 to 2025-06-30

AU DENTAL ASSOCIATES, founded in 1986, is a mid-sized nonprofit that reported $13.1M in total revenue in fiscal year 2024.

Mission

EDUCATION, DENTAL CARE AND TRAINING (SEE SCHEDULE O FOR DETAILED MISSION STATEMENT)

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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 $0

Program Service Revenue $11,062,784

Investment Income $1,997,887

Other Revenue $0

TOTAL REVENUE $13,060,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,257,897

Other Expenses $13,284,266

TOTAL EXPENSES $13,284,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,060,671	$12,753,377	+0.0%
Expenses	$13,284,266	$12,825,164	+0.0%
Net Income	$-223,595	$-71,787	+2.1%

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

N/A

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

$795,579

Total Directors

$3,757,232

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SAJITHA KALATHINGAL	BOARD MEMBER	1.00	Director	$0	$18,445	$214,893
DR BRIAN BERGERON	VICE CHAIR	1.00	Officer Director	$0	$45,553	$267,550
DR ALAN FURNESS	BOARD MEMBER	1.00	Director	$0	$63,705	$267,481
DR TARA SCHAFER	BOARD MEMBER	1.00	Director	$0	$42,441	$283,058
DR WILLIAM BACHAND	BOARD MEMBER	1.00	Director	$0	$21,620	$256,011
DR MIRA GHALY	BOARD MEMBER	1.00	Director	$0	$44,714	$228,482
DR AHMED EL-AWADY	BOARD MEMBER	1.00	Director	$0	$56,288	$226,076
DR MARSHALL NEWMAN	BOARD MEMBER	1.00	Director	$0	$52,640	$560,355
DR BARRY DALE HAMMOND	CHAIR	1.00	Officer Director	$0	$27,973	$255,980
DR KIM LEE CAPEHART	SECRETARY	1.00	Officer Director	$0	$63,012	$272,049
DR NANCY YOUNG	BOARD MEMBER	1.00	Director	$0	$76,935	$423,215
MRS SAMANTHA MULLIS	BOARD MEMBER	1.00	Director	$0	$12,022	$138,211
DR RAY JETER	BOARD MEMBER	1.00	Director	$0	$15,584	$190,939
DR CORNELIOUS TIMOTHIUS	BOARD MEMBER	1.00	Director	$0	$21,357	$172,932
DR FRANKLIN TAY	CLINICAL PROFESSOR	1.00	Highest	$0	$38,927	$380,782
DR WESTON FORTSON	ORTHODONTICS & DENTOFACIAL ORTHOPEDICS PROFESSOR	1.00	Highest	$0	$34,584	$345,934
DR JIMMY LONDONO	PROFESSOR	1.00	Highest	$0	$83,308	$381,353
DR TRAVIS MCMAINE	PROFESSOR	1.00	Highest	$0	$17,745	$319,914
DR GREG GRIFFIN	ASSOCIATE DEAN/ PROFESSOR	1.00	Highest	$0	$64,285	$267,731
DR ANTONIA KOLOKYTHAS	CHAIR OF OMFS DEPT.	1.00		$0	$11,353	$285,035

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	$13,060,671	$13,284,266	$27,136,034	$-223,595
2024	No data	No data	No data	No data
2023	$12,365,684	$12,228,034	$23,147,426	$137,650
2022	$12,888,066	$12,786,290	$23,423,847	$101,776
2021	$12,869,490	$13,539,680	$23,247,799	$-670,190
2020	$10,866,166	$10,903,357	$18,662,335	$-37,191
2019	$12,750,958	$12,600,760	$18,557,654	$150,198

AU DENTAL ASSOCIATES