MSDA CHARITABLE AND EDUCATIONAL FOUNDATION INC (EIN 521810697) - 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

1992

Legal Domicile

Principal Officer

DORIAN BIRKHOLZ

Phone

4109642880

Tax Period

2023-10-01 to 2024-09-30

MSDA CHARITABLE AND EDUCATIONAL FOUNDATION INC, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $322K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $427K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO ESTABLISH, FOSTER, AND MAINTAIN EDUCATIONAL AND SCIENTIFIC PROGRAMS AND ACTIVITIES FOR THE BENEFIT OF THE DENTAL PROFESSION AND GENERAL 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 $189,084

Program Service Revenue $25,340

Investment Income $0

Other Revenue $107,951

TOTAL REVENUE $322,375

Expense Breakdown

Grants Paid $80,396

Salaries & Benefits $145,168

Fundraising Expenses $51,631

Program Expenses $287,082

Other Expenses $201,126

TOTAL EXPENSES $426,690

Year-over-Year Comparison

	2023	2022	Change
Revenue	$322,375	$253,711	+0.3%
Expenses	$426,690	$390,570	+0.1%
Net Income	$-104,315	$-136,859	-0.2%

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

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

$152,594

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR THOMAS A'BECKET	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR JOAN EMBERLAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DR LYNDSAY KUZMAK	TREASURER	1.00	Officer Director	$0	$0	$0
DR CHERYL LERNER	DIRECTOR	1.00	Director	$0	$0	$0
INDIA CHANCE RDH	DIRECTOR	1.00	Director	$0	$0	$0
DR DEBONY HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
DR KEVIN BANKS	DIRECTOR	1.00	Director	$0	$0	$0
DR JAY NOKKEO	DIRECTOR	1.00	Director	$0	$0	$4,000
ALLEN SCHIFF	DIRECTOR	1.00	Director	$0	$0	$0
DR ALEXANDRA FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$5,000
DR GRETCHEN SEIBERT	DIRECTOR	1.00	Director	$0	$0	$0
DR SHARI KOHN	DIRECTOR	1.00	Director	$0	$0	$0
DR WINIFRED BOOKER	DIRECTOR	1.00	Director	$0	$0	$6,000
GREGORY BUCKLER	EXECUTIVE DIRECTOR	8.00	Officer	$0	$5,360	$152,594

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	$322,375	$426,690	$2,206,387	$-104,315
2023	$253,711	$390,570	$2,314,273	$-136,859
2022	$312,512	$450,135	$2,538,810	$-137,623
2021	$610,337	$544,370	$2,762,686	$65,967
2020	$621,431	$450,505	$2,870,592	$170,926
2019	$357,954	$512,007	$2,835,982	$-154,053
2018	$481,107	$508,889	$3,275,535	$-27,782

MSDA CHARITABLE AND EDUCATIONAL FOUNDATION INC