DENTAL FOUNDATION OF NORTH CAROLINA INC (EIN 566304130) - 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

1950

Legal Domicile

Principal Officer

SARAH BRENDEL HUPPERT

Phone

9195373259

Tax Period

2024-07-01 to 2025-06-30

DENTAL FOUNDATION OF NORTH CAROLINA INC, founded in 1950, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $4.5M exceeded revenue, resulting in a 66% operating deficit.

Mission

TO PROMOTE & SUPPORT RESEARCH AND EDUCATION AT THE UNC SCHOOL 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 (2024)

Revenue Breakdown

Contributions & Grants $2,166,377

Program Service Revenue $0

Investment Income $385,093

Other Revenue $129,328

TOTAL REVENUE $2,680,798

Expense Breakdown

Grants Paid $4,252,685

Salaries & Benefits $0

Fundraising Expenses $124,557

Program Expenses $4,252,685

Other Expenses $197,469

TOTAL EXPENSES $4,450,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,680,798	$2,435,785	+0.1%
Expenses	$4,450,154	$3,400,919	+0.3%
Net Income	$-1,769,356	$-965,134	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN ZSAMBEKY	CHAIR	1.00	Officer Director	$0	$0	$0
GAVIN HEYMANN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN SELDEN	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
JEFF PHILLIPPI	PAST CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT EIDSON	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
ANTONIO BRAITHWAITE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE BROUGHTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVE FOULKES	DIRECTOR	1.00	Director	$0	$0	$0
JANET GUTHMILLER	EX OFFICIO	1.00	Director	$0	$0	$0
AMY HUNT	DIRECTOR	1.00	Director	$0	$0	$0
BARRY KENDELL	DIRECTOR	1.00	Director	$0	$0	$0
KENNDALYN LUTZ-CRAVER	DIRECTOR	1.00	Director	$0	$0	$0
KERVIN MACK	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY OLSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE ROBINSON MOLINA	DIRECTOR	1.00	Director	$0	$0	$0
GAIL ROHLFING	DIRECTOR	1.00	Director	$0	$0	$0
ANITA SAWHNEY	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY SEVERT	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA SKINNER	DIRECTOR	1.00	Director	$0	$0	$0
LYNN STYERS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HUPPERT	EXECUTIVE DIRECTOR	40.00	Officer	$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	$2,680,798	$4,450,154	$125,034,000	$-1,769,356
2024	$2,435,785	$3,400,919	$116,489,856	$-965,134
2023	$2,374,036	$3,647,237	$107,444,662	$-1,273,201
2022	$10,960,765	$3,206,720	$108,760,242	$7,754,045
2021	$5,996,197	$1,873,569	$100,356,245	$4,122,628
2020	$22,137,650	$2,627,434	$70,741,707	$19,510,216
2019	$3,992,246	$2,926,595	$51,239,017	$1,065,651
2018	$5,326,462	$3,674,579	$48,193,187	$1,651,883

DENTAL FOUNDATION OF NORTH CAROLINA INC