Dental Trade Alliance Foundation (EIN 541992805) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

Gregory Chavez

Phone

7033797755

Tax Period

2024-01-01 to 2024-12-31

DENTAL TRADE ALLIANCE FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $641K in total revenue in fiscal year 2018. Revenue decreased 11% compared to the prior year. Expenses of $786K exceeded revenue, resulting in a 23% operating deficit.

Mission

To broaden awareness of oral health's impact on health & increase access to oral health care.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $332,724

Program Service Revenue $0

Investment Income $210,143

Other Revenue $17,186

TOTAL REVENUE $560,053

Expense Breakdown

Grants Paid $289,266

Salaries & Benefits $162,738

Fundraising Expenses $76,824

Program Expenses $442,834

Other Expenses $155,707

TOTAL EXPENSES $607,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$560,053	$792,415	-0.3%
Expenses	$607,711	$748,506	-0.2%
Net Income	$-47,658	$43,909	-2.1%

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

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

$459,253

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christie Bailey	Director	2.00	Director	$0	$0	$0
David Singh	Director	2.00	Director	$0	$0	$0
Mark Hillebrandt	Director	2.00	Director	$0	$0	$0
Chad Bushman	Director	2.00	Director	$0	$0	$0
Melissa Dell	Director	2.00	Director	$0	$0	$0
Danny Vezmar	Director	2.00	Director	$0	$0	$0
Tim Sullivan	Director	2.00	Director	$0	$0	$0
Mark Trimmer	Director	2.00	Director	$0	$0	$0
Julie Radzyminski	Director	2.00	Director	$0	$0	$0
Matt Ingram	Director	2.00	Director	$0	$0	$0
Liz Meyers	Chairman	4.00	Officer Director	$0	$0	$0
Tim Long	1st Vice Chairman	4.00	Officer Director	$0	$0	$0
Tom Richardson	Treasurer	2.00	Officer Director	$0	$0	$0
Dan Garrick	Immediate Past Chairman	4.00	Officer Director	$0	$0	$0
Gregory Chavez	Secretary/CEO	5.00	Officer	$0	$20,003	$331,748
Sarah Miller	Executive Director	40.00	Officer	$0	$13,923	$127,505

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	$560,053	$607,711	$6,415,118	$-47,658
2023	$792,415	$748,506	$6,058,875	$43,909
2022	$1,788,434	$676,334	$5,473,905	$1,112,100
2021	$681,451	$654,423	$5,142,704	$27,028
2020	$392,876	$617,478	$4,806,990	$-224,602
2019	$1,808,030	$803,243	$4,603,867	$1,004,787
2018	$640,983	$786,000	$3,251,693	$-145,017
2018	$640,983	$786,000	$3,251,693	$-145,017

Dental Trade Alliance Foundation