OKLAHOMA DENTAL ASSOCIATION GROUP RETURN (EIN 237144710) - 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

1976

Legal Domicile

Principal Officer

LYNN MEANS

Phone

4058488873

Tax Period

2023-01-01 to 2023-12-31

OKLAHOMA DENTAL ASSOCIATION GROUP RETURN, founded in 1976, is a small nonprofit that reported $124K in total revenue in fiscal year 2023. Expenses of $186K exceeded revenue, resulting in a 49% operating deficit.

Mission

EDUCATION OF DENTAL PROFESSIONALS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $122,923

Investment Income $984

Other Revenue $500

TOTAL REVENUE $124,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,472

Fundraising Expenses $0

Other Expenses $134,175

TOTAL EXPENSES $185,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,407	$116,955	+0.1%
Expenses	$185,647	$136,993	+0.4%
Net Income	$-61,240	$-20,038	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA SPURLOCK	PRESIDENT/CE	0.50	Officer	$0	$0	$0
JENNIFER JENKINS	SEC & TREAS/	0.50	Officer	$0	$0	$0
TWANA DUNCAN	PRESIDENT/EA	0.50	Officer	$0	$0	$0
BRANT ROUSE	PRES ELECT/E	0.50	Officer	$0	$0	$0
TARA DENTON	VICE PRES/EA	0.50	Officer	$0	$0	$0
KENDRA YANDELL	SEC &TREAS/E	0.50	Officer	$0	$0	$0
JANDRA KORB	PRESIDENT/NO	0.50	Officer	$0	$0	$0
STEPHEN MAYER	SEC & TREAS/	0.50	Officer	$0	$0	$0
SYDNEY ROGERS	PRESIDENT/NO	0.50	Officer	$0	$0	$0
DAULT ROBERTS	VICE PRES/NO	0.50	Officer	$0	$0	$0
ERIN ROBERTS-SVOB	SEC & TREA/N	0.50	Officer	$0	$0	$0
COLIN ELIOT	PAST PRES/NO	0.50	Officer	$0	$0	$0
TABITHA ARIAS	PRESIDENT/OK	0.50	Officer	$0	$0	$0
STEFFAN SIGLER	PRES ELECT/O	0.50	Officer	$0	$0	$0
TROY SCHMITZ	VICE PRES/OK	N/A	Officer	$0	$0	$0
BRANDON SCHULTZ	SEC & TREA/O	0.50	Officer	$0	$0	$0
MATTHEW BRIDGES	PRESDIENT/SO	0.50	Officer	$0	$0	$0
KYLE SERFOSS	SEC & TREA/S	0.50	Officer	$0	$0	$0
SAM OWENS	PAST PRES/TU	0.50	Officer	$0	$0	$0
LAUREN NICHOLS	PRESIDENT/TU	0.50	Officer	$0	$0	$0
KENNER MISNER	PRES-ELECT/T	0.50	Officer	$0	$0	$0
ADDIE ALLEN-STEED	SEC & TREAS/	0.50	Officer	$0	$0	$0
LYNN MEANS	EXECUTIVE DI	0.50	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	$124,407	$185,647	$293,151	$-61,240
2022	$116,955	$136,993	$354,391	$-20,038
2022	$83,529	$99,409	$184,441	$-15,880
2021	$109,941	$127,777	$374,429	$-17,836
2019	$1,122,588	$1,110,690	$2,442,579	$11,898
2018	$1,112,480	$1,109,478	$2,312,752	$3,002

OKLAHOMA DENTAL ASSOCIATION GROUP RETURN