LD PANKEY DENTAL FOUNDATION INC

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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

1969

Legal Domicile

Principal Officer

DR LEE BRADY

Phone

3054285500

Tax Period

2024-01-01 to 2024-12-31

LD PANKEY DENTAL FOUNDATION INC, founded in 1969, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $5.2M left a modest 6% surplus.

Mission

THE PANKEY INSTITUTE (THE INSTITUTE) OFFERS COURSES FOR CONTINUING EDUCATION CREDITS TO DENTISTS AND DENTAL TECHNICIANS TAUGHT BY A GROUP OF PROFESSIONALS WHO OFFER THEIR EXPERTISE WITH A UNIQUE INSIGHT TO DENTISTRY. THE INSTITUTE OWNS TWO CONDO UNITS TO FACILITATE THE LODGING OF THEIR STUDENTS WHILE PARTICIPATING IN ITS COURSES. PROFESSIONALS WHO HAVE ATTENDED THE COURSES CAN JOIN OUR ALUMNI ASSOCIATION AND NETWORK WITHIN OUR ALUMNAE. THE INSTITUTE CARRIES IN ITS RESOURCE CENTER THE MATERIALS USED IN THE COURSES TO GIVE THE COURSE PARTICIPANTS THE OPPORTUNITY TO UTILIZE THE NEWLY LEARNED TECHNIQUES WITH THE PRODUCTS USED IN ITS LABS.

Program Service Accomplishments

Program 1

Expenses: $3,804,663 Revenue: $4,165,048

2024 WAS ANOTHER EXCEPTIONAL YEAR ALL AROUND. CONTINUED EDUCATION REGISTRATIONS EXCEEDED BUDGETED NUMBERS BY 163. ESSENTIALS COURSES HAD 341 REGISTRATIONS, MASTERY AND FOCUS COURSES HAD 267...

2024 WAS ANOTHER EXCEPTIONAL YEAR ALL AROUND. CONTINUED EDUCATION REGISTRATIONS EXCEEDED BUDGETED NUMBERS BY 163. ESSENTIALS COURSES HAD 341 REGISTRATIONS, MASTERY AND FOCUS COURSES HAD 267 REGISTRATIONS AND ONLINE COURSES REGISTERED 204 PARTICIPANTS. WE HELD ONE OFFSITE ESSENTIALS ONE COURSES THAT WAS SOLD OUT. THIS SUCCESS IS ALSO GENERATING INTEREST FROM OTHER DENTAL CONFERENCES FOR 2025. OUR ANNUAL SYMPOSIUM HELD IN ARIZONA WAS ALSO A GREAT SUCCESS WITH 216 PARTICIPANTS.WE HAD ANOTHER OUTSTANDING DEVELOPMENT YEAR IN 2024. OUR COMMUNITY CONTINUES TO SHOW THEIR SUPPORT, WHICH IN TURN ALLOWED THE INSTITUTE TO GIVE BACK BY AWARDING 41 SCHOLARSHIPS, OF WHICH 21 WERE AWARDED TO RECENT GRADUATES.

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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 $1,253,405

Program Service Revenue $4,113,283

Investment Income $142,035

Other Revenue $40,854

TOTAL REVENUE $5,549,577

Expense Breakdown

Grants Paid $43,950

Salaries & Benefits $1,517,726

Fundraising Expenses $595,980

Program Expenses $3,804,663

Other Expenses $3,637,903

TOTAL EXPENSES $5,199,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,549,577	$4,625,611	+0.2%
Expenses	$5,199,579	$4,554,133	+0.1%
Net Income	$349,998	$71,478	+3.9%

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

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DAVID SWAN	CHAIR	2.00	Officer Director	$0	$0	$0
DR KEVIN DUBOSE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR TODD SANDER	TREASURER	2.00	Officer Director	$0	$0	$0
DR CLAYTON DAVIS	SECRETARY	2.00	Officer Director	$0	$0	$0
DR KELLEY BRUMMETT	DIRECTOR	2.00	Director	$0	$0	$0
DR MICHAEL CRETE	DIRECTOR	8.00	Director	$24,000	$0	$24,000
DR LYNNE GERLACH	DIRECTOR	2.00	Director	$0	$0	$0
MR JOHN LAVICKA CDT	DIRECTOR	2.00	Director	$0	$0	$0
DR MICHELLE LEE	DIRECTOR	2.00	Director	$0	$0	$0
DR C ROGER MACIAS	DIRECTOR	2.00	Director	$0	$0	$0
DR RANDOLPH MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
MR KEN RUNKLE	DIRECTOR	2.00	Director	$0	$0	$0
DR ELIZABETH RYDELL	DIRECTOR	2.00	Director	$0	$0	$0
DR MICHAEL SCHERB	DIRECTOR	2.00	Director	$0	$0	$0
DR DENNIS STILES	DIRECTOR	2.00	Director	$0	$0	$0
MARIA C CASANUEVA	DIRECTOR OF OPERATIONS	50.00	Highest	$166,128	$4,984	$171,112

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	$5,549,577	$5,199,579	$10,687,043	$349,998
2023	$4,625,611	$4,554,133	$9,463,564	$71,478
2022	$4,042,370	$4,113,767	$8,909,995	$-71,397
2021	$3,687,716	$3,592,464	$8,662,484	$95,252
2020	$2,722,051	$2,985,666	$8,267,349	$-263,615
2019	$3,618,497	$3,707,328	$7,344,411	$-88,831
2018	$4,119,736	$3,568,269	$7,618,818	$551,467