GARY AND MARY WEST SENIOR DENTAL CENTER INC (EIN 473001738) - 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

2015

Legal Domicile

Principal Officer

SHELLEY LYFORD

Phone

6197951301

Tax Period

2023-01-01 to 2023-12-20

GARY AND MARY WEST SENIOR DENTAL CENTER INC, founded in 2015, is a small nonprofit that reported $485K in total revenue in fiscal year 2023. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 567% operating deficit.

Mission

TO PROVIDE AFFORDABLE, HIGH-QUALITY ORAL HEALTHCARE WITH COMPREHENSIVE EDUCATION, CLINICAL, AND WELLNESS SERVICES FOR SENIORS IN NEED, ENABLING THEM TO LIVE HEALTHY, INDEPENDENT, AND PRODUCTIVE LIVES.

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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 $680,222

Program Service Revenue $295,967

Investment Income $-490,968

Other Revenue $0

TOTAL REVENUE $485,221

Expense Breakdown

Grants Paid $1,833,542

Salaries & Benefits $539,443

Fundraising Expenses $29,349

Program Expenses $3,040,356

Other Expenses $864,397

TOTAL EXPENSES $3,237,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$485,221	$2,509,069	-0.8%
Expenses	$3,237,382	$1,971,049	+0.6%
Net Income	$-2,752,161	$538,020	-6.1%

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

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

$110,870

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC HARPER	DIRECTOR/VP/TREASURER/SECRETARY	5.00	Officer Director	$0	$0	$0
SHELLEY LYFORD	DIRECTOR/SECRETARY/CEO/CHAIR	5.00	Officer Director	$0	$0	$0
DON CASEY	DIRECTOR	5.00	Director	$0	$0	$0
KAREN BECERRA-PENAGOS	CEO/DENTAL DIRECTOR (THROUGH 04/2023)	40.00	Officer	$108,274	$2,596	$110,870
VICKI PETROPOULOS	DENTIST	35.00	Highest	$122,863	$4,286	$127,149

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
2023	$485,221	$3,237,382	No data	$-2,752,161
2022	$2,509,069	$1,971,049	$2,860,259	$538,020
2021	$1,346,782	$2,039,561	$2,409,148	$-692,779
2020	$1,840,149	$2,221,930	$3,263,475	$-381,781
2019	$3,657,129	$2,084,838	$3,388,059	$1,572,291
2018	$1,604,741	$1,576,544	$1,944,684	$28,197

GARY AND MARY WEST SENIOR DENTAL CENTER INC