WISCONSIN DENTAL ASSOCIATION INC (EIN 390716117) - 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

1870

Legal Domicile

Principal Officer

MARK PAGET

Phone

4142764520

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN DENTAL ASSOCIATION INC, founded in 1870, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2023. Expenses of $2.6M exceeded revenue, resulting in a 18% operating deficit.

Mission

ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC.

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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 $40,000

Program Service Revenue $1,788,095

Investment Income $134,128

Other Revenue $228,063

TOTAL REVENUE $2,190,286

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $1,361,749

Fundraising Expenses $0

Other Expenses $1,215,562

TOTAL EXPENSES $2,578,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,190,286	$2,210,186	0.0%
Expenses	$2,578,311	$2,634,953	0.0%
Net Income	$-388,025	$-424,767	-0.1%

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

108

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

$388,789

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ANDREW SMITH	TRUSTEE	4.00	Director	$0	$0	$0
DR ANGELA LUECK	TRUSTEE	4.00	Director	$0	$0	$0
DR ERIC CHILDS	TRUSTEE	4.00	Director	$0	$0	$0
DR TAMIM SIFRI	TRUSTEE	4.00	Director	$0	$0	$0
DR LAURA LUX	TRUSTEE	4.00	Director	$0	$0	$0
DR RACHEL STEELE	TRUSTEE	4.00	Director	$0	$0	$0
DR MARIA BARNES	TRUSTEE	4.00	Director	$0	$0	$0
DR CHESKA AVERY-STAFFORD	TRUSTEE	4.00	Director	$0	$0	$0
DR KELLY WEST	TRUSTEE	4.00	Director	$0	$0	$0
DR JEREMY HOFFMAN	TRUSTEE	4.00	Director	$0	$0	$0
DR KAREN JOHNSON	TRUSTEE	4.00	Director	$0	$0	$0
DR THOMAS LUEPKE III	TRUSTEE	4.00	Director	$0	$0	$0
DR EDDIE MORALES	TRUSTEE	4.00	Director	$0	$0	$0
MUMAL TUNIO	TRUSTEE	4.00	Director	$0	$0	$0
MR MARK PAGET	EXECUTIVE DIRECTOR/SECRETARY	37.50	Officer	$211,358	$47,111	$258,469
MS ABBY SWETS	DIRECTOR OF FINANCE	37.50	Officer	$109,506	$20,814	$130,320
DR CHRISTOPHER JOHNSON	PRESIDENT	15.00	Officer	$0	$0	$0
DR CHRIS HANSEN	PRESIDENT-ELECT	15.00	Officer	$0	$0	$0
DR THOMAS REID	VICE PRESIDENT	15.00	Officer	$0	$0	$0
DR JOHN R MOSER	TREASURER	10.00	Officer	$0	$0	$0
DR MONICA HEBL	SPEAKER OF THE HOUSE	4.00	Officer	$0	$0	$0
DR RYAN DODGE	EDITOR	9.00	Officer	$0	$0	$0
DR CLIFFORD HARTMANN	IMMEDIATE PAST PRESIDENT	15.00	Officer	$0	$0	$0
MS BRENNA SADLER	DIRECTOR OF MEMBERSHIP AND COMMUNICATIONS	37.50	Highest	$110,511	$10,824	$121,335

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	$2,190,286	$2,578,311	$6,804,799	$-388,025
2022	$2,210,186	$2,634,953	$6,627,070	$-424,767
2021	$2,654,571	$2,499,972	$6,006,945	$154,599
2020	$2,261,462	$2,274,054	$5,981,904	$-12,592
2019	$2,362,532	$2,608,585	$5,682,061	$-246,053
2018	$2,327,183	$2,471,737	$5,370,905	$-144,554

WISCONSIN DENTAL ASSOCIATION INC