SOUTHERN MARYLAND DENTAL SOCIETY INC (EIN 520966655) - 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

1938

Legal Domicile

Principal Officer

VALERIE FRIDLEY

Phone

3013454197

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN MARYLAND DENTAL SOCIETY INC, founded in 1938, is a small nonprofit that reported $261K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $245K left a modest 6% surplus.

Mission

TO ENCOURAGE THE IMPROVEMENT OF THE HEALTH OF THE PUBLIC AND TO PROMOTE THE ART AND SCIENCE OF DENTISTRY.

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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 $0

Program Service Revenue $248,850

Investment Income $6,380

Other Revenue $5,715

TOTAL REVENUE $260,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,304

Fundraising Expenses $0

Other Expenses $132,037

TOTAL EXPENSES $245,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,945	$223,411	+0.2%
Expenses	$245,341	$220,113	+0.1%
Net Income	$15,604	$3,298	+3.7%

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

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

$77,597

Total Directors

$990

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHUYAN SUSAN ROFE	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT GRITZ DDS	PEER REVIEW	1.00	Director	$0	$0	$0
TUAN NHU DDS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES DORING DDS	SMDS TRUSTEE	1.00	Officer Director	$0	$0	$0
STEVEN FELDMAN DDS	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
YASER ROUMANI DDS	COMMUNICATIONS-WEB, TEXTING	1.00	Director	$0	$0	$0
CHETAN PARIKH DDS	BOARD MEMBER	1.00	Director	$0	$0	$0
A TED THOMAS DDS	DA CONTINUING EDUCATION	1.00	Director	$0	$0	$0
GIGI MEINECKE DDS	LEGISLATIVE MEMBER	1.00	Director	$0	$0	$0
BANA BALL DMD	SECRETARY	1.00	Officer Director	$0	$0	$0
MAURICE MILES DDS	BOARD MEMBER	1.00	Director	$0	$0	$0
HALIMA KARIM DDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANCIS MORGAN DDS	DA CONTINUING EDUCATION	1.00	Director	$990	$0	$990
TOM STANTON DDS	DENTIST PROGRAMS AND ARRANGEMENTS	1.00	Director	$0	$0	$0
KRISTEN MILLENDER DDS	TREASURER	1.00	Officer Director	$0	$0	$0
DAWN CLARKE DDS	EDITOR	1.00	Director	$0	$0	$0
VALERIE FRIDLEY	EXECUTIVE DIRECTOR	40.00	Officer	$72,280	$5,317	$77,597

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	$260,945	$245,341	$226,466	$15,604
2022	$223,411	$220,113	$212,065	$3,298
2021	$255,957	$241,619	$204,266	$14,338
2020	$170,763	$209,104	$214,591	$-38,341
2019	$341,558	$335,309	$227,653	$6,249
2018	$288,663	$267,701	$221,077	$20,962

SOUTHERN MARYLAND DENTAL SOCIETY INC