IOWA DENTAL FOUNDATION (EIN 421405188) - 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

1994

Legal Domicile

Principal Officer

LAURIE TRAETOW

Phone

5159865605

Tax Period

2023-07-01 to 2024-06-30

IOWA DENTAL FOUNDATION, founded in 1994, is a small nonprofit in the Education sector that reported $336K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 15% operating margin.

Mission

TO PROMOTE RESEARCH AND EDUCATION IN THE AREAS OF INTEREST TO THE PRACTICE OF DENTISTRY. THE ORGANIZATION'S MOST SIGNIFICANT ACTIVITY IS THE MISSION OF MERCY WHICH IS HELD ANNUALLY.

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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 $323,244

Program Service Revenue $0

Investment Income $13,167

Other Revenue $0

TOTAL REVENUE $336,411

Expense Breakdown

Grants Paid $220,380

Salaries & Benefits $0

Fundraising Expenses $110

Program Expenses $263,197

Other Expenses $64,154

TOTAL EXPENSES $284,534

Year-over-Year Comparison

	2023	2022	Change
Revenue	$336,411	$283,926	+0.2%
Expenses	$284,534	$279,630	+0.0%
Net Income	$51,877	$4,296	+11.1%

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

N/A

Volunteers

921

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	Role	Reportable Comp	Other Comp	Total
ZACH KOURI	PRESIDENT	Officer Director	$0	$0	$0
ALEXANDRIA CASHMORE	VICE PRESIDENT	Officer Director	$0	$0	$0
KYLE GAGLIARDO	DIRECTOR	Director	$0	$0	$0
RYAN HAJEK	DIRECTOR	Director	$0	$0	$0
CAROLYN LARSEN	DIRECTOR	Director	$0	$0	$0
BEN LLOYD	DIRECTOR	Director	$0	$0	$0
LAURIE TRAETOW	SECRETARY-TREASURER	Officer Director	$0	$0	$0
JORDAN MOFFITT	PRESIDENT-ELECT	Officer Director	$0	$0	$0
BROOKE FRAZIER	DIRECTOR	Director	$0	$0	$0
KAITLYN TIGGES	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$336,411	$284,534	$877,493	$51,877
2023	$283,926	$279,630	$873,715	$4,296
2022	$49,279	$112,316	$808,610	$-63,037
2021	$60,287	$129,018	$766,090	$-68,731
2020	$148,808	$218,794	$861,910	$-69,986
2019	$163,213	$195,130	$928,190	$-31,917
2018	$182,572	$259,533	$956,265	$-76,961

IOWA DENTAL FOUNDATION