OHIO DENTAL ASSOCIATION TOLEDO (EIN 346529278) - 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

1973

Legal Domicile

Principal Officer

JIMMY ZIMMERMAN III

Phone

4194748611

Tax Period

2024-01-01 to 2024-12-31

OHIO DENTAL ASSOCIATION TOLEDO, founded in 1973, is a small nonprofit that reported $194K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 37% operating margin.

Mission

EDUCATIONAL BENEFITS FOR 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $144,480

Investment Income $49,240

Other Revenue $0

TOTAL REVENUE $193,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $122,723

TOTAL EXPENSES $122,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,720	$161,121	+0.2%
Expenses	$122,723	$136,113	-0.1%
Net Income	$70,997	$25,008	+1.8%

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
TRACY POOLE-SWERLEIN	Past President	1.00	Officer Director	$0	$0	$0
ED POSLUSZNY	Director	1.00	Director	$0	$0	$0
BETHANY TAYLOR	Director	1.00	Director	$0	$0	$0
STEPHEN KOSIK	Director	1.00	Director	$0	$0	$0
BRAD BARRICKLOW	Director	1.00	Director	$0	$0	$0
CHRISTOPHER LUDDEN	Director	1.00	Director	$0	$0	$0
BRIAN CUSTER	Director	1.00	Director	$0	$0	$0
KIRK MCKIBBEN	Director	1.00	Director	$0	$0	$0
LAUREN CZERNIAK	Secretary	1.00	Officer Director	$0	$0	$0
BRIAN ROY	Director	1.00	Director	$0	$0	$0
ANDI DEUSCHLE	Director	1.00	Director	$0	$0	$0
JIMMY ZIMMERMAN III	President	2.00	Officer Director	$0	$0	$0
DAVE BEHRINGER	Director	1.00	Director	$0	$0	$0
DAVID SHALL	Director	1.00	Director	$0	$0	$0
G SCOTT LOUDERBACK	Vice President	1.00	Officer Director	$0	$0	$0
SARAH MOWERY	Director	1.00	Director	$0	$0	$0
ABBEY RILEY	Executive Dir.	40.00	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
2024	$193,720	$122,723	$747,743	$70,997
2023	$161,121	$136,113	$665,855	$25,008
2022	$189,619	$151,812	$617,210	$37,807
2021	$138,033	$91,783	$605,367	$46,250
2020	$93,071	$54,683	$515,800	$38,388

OHIO DENTAL ASSOCIATION TOLEDO