SOUTHWEST SOCIETY OF PERIODONTISTS

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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

1954

Legal Domicile

Principal Officer

MATT STEFFER

Phone

5123145885

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST SOCIETY OF PERIODONTISTS, founded in 1954, is a small nonprofit that reported $209K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $199K left a modest 5% surplus.

Mission

PROMOTE EXCELLENCE IN THE SCIENCE OF PERIODONTOLOGY

Program Service Accomplishments

Program 1

TWO MEETINGS SERVING AS PRIMARY SOURCE OF QUALITY PROFESSIONAL INFORMATION FOR CONTINUING EDUCATION FOR WITH OVER 200 ATTENDEES PER YEAR.

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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 $208,420

Investment Income $237

Other Revenue $0

TOTAL REVENUE $208,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $199,119

TOTAL EXPENSES $199,119

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,657	$191,854	+0.1%
Expenses	$199,119	$187,040	+0.1%
Net Income	$9,538	$4,814	+1.0%

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

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
MATT STEFFER	PRESIDENT	1.00	Officer Director	$0	$0	$0
YONG-HEE CHUN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
DANIELA ZAMBON	SECRETARY	1.00	Officer Director	$0	$0	$0
SHELBY NELSON	SECRETARY ELECT	1.00	Officer Director	$0	$0	$0
KAYLEIGH EAVES TEMPLE	TREASURER	1.00	Officer Director	$0	$0	$0
NIKOLA ANGELOV	TREASURER ELECT	1.00	Officer Director	$0	$0	$0
TAKANARI MIYAMOTO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
NATALIE FROST	PAST PRESIDENT	1.00	Director	$0	$0	$0
BLAINE CALAHAN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ANGELA PALAIOLOGOU-GALLIS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JEFF POPE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOHN WILSON	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ALI SAJADI	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MATT CARLISLE	MEMBER AT LARGE	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	No data	No data	No data	No data
2023	$208,657	$199,119	$225,051	$9,538