CALIFORNIA SOCIETY OF PEDIATRIC DENTISTRY FOUNDATION (EIN 330952496) - 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

2001

Legal Domicile

Phone

9162312142

Tax Period

2020-05-01 to 2021-04-30

CALIFORNIA SOCIETY OF PEDIATRIC DENTISTRY FOUNDATION, founded in 2001, is a micro nonprofit in the Recreation & Sports sector that reported $29K in total revenue in fiscal year 2020. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $196K exceeded revenue, resulting in a 583% operating deficit.

Mission

The mission of the California Society of Pediatric Dentistry Foundation is to support and promote education, research, and service that advance the oral health of all California infants, children, adolescents, and those with special health care needs.

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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 (2020)

Revenue Breakdown

Contributions & Grants $24,761

Program Service Revenue $0

Investment Income $3,857

Other Revenue $0

TOTAL REVENUE $28,618

Expense Breakdown

Grants Paid $187,775

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $189,885

Other Expenses $7,785

TOTAL EXPENSES $195,560

Year-over-Year Comparison

	2020	2019	Change
Revenue	$28,618	$61,378	-0.5%
Expenses	$195,560	$95,858	+1.0%
Net Income	$-166,942	$-34,480	+3.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donald Schmitt DDS	President	0.00	Director	$0	$0	$0
Oariona Lowe DDS	Vice President	0.00	Director	$0	$0	$0
Danielle Goodman DDS	Intern	0.00	Director	$0	$0	$0
Katarina Calilung DDS	Intern	0.00	Director	$0	$0	$0
Susan Tavana DDS	CSPD Liason	0.00	Director	$0	$0	$0
Jonathon Lee	CSPD Liason	0.00	Director	$0	$0	$0
Kenneth Szymanski DDS	Treasurer	1.00	Officer	$0	$0	$0
Mark Lisagor DDS	Trustee	0.00	Officer	$0	$0	$0
Steve Gross CDT	Past President	1.00	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
2021	$28,618	$195,560	$497,712	$-166,942
2020	$61,378	$95,858	$689,891	$-34,480
2019	$83,764	$52,183	$724,371	$31,581

CALIFORNIA SOCIETY OF PEDIATRIC DENTISTRY FOUNDATION