FLORIDA DENTAL ASSOCIATION FOUNDATION INC (EIN 592019148) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

GREGORY GRUBER

Phone

8506813629

Tax Period

2024-07-01 to 2025-06-30

FLORIDA DENTAL ASSOCIATION FOUNDATION INC, founded in 1980, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $287K, a strong 24% operating margin.

Mission

THE FLORIDA DENTAL ASSOCIATION FOUNDATION IS THE CHARITABLE ARM OF THE FLORIDA DENTAL ASSOCIATION, PROMOTING DENTAL HEALTH FOR ALL FLORIDIANS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $504,172

Program Service Revenue $420,450

Investment Income $280,436

Other Revenue $6,958

TOTAL REVENUE $1,212,016

Expense Breakdown

Grants Paid $226,433

Salaries & Benefits $241,453

Fundraising Expenses $7,149

Program Expenses $841,577

Other Expenses $456,697

TOTAL EXPENSES $924,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,212,016	$1,014,550	+0.2%
Expenses	$924,583	$871,310	+0.1%
Net Income	$287,433	$143,240	+1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$116,775

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK STEVENSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
TERRY BUCKENHEIMER	TREASURER (THRU DEC 2024)	3.00	Officer Director	$0	$0	$0
SHARON COLVIN	SECRETARY	3.00	Officer Director	$0	$0	$0
BRENNA KEVER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SAMIRA MEYMAND	TREASURER (STARTING JAN 2025)	3.00	Officer Director	$0	$0	$0
KAREN BUCKENHEIMER	DIRECTOR	3.00	Director	$0	$0	$0
NATALIE BUSTILLO	DIRECTOR	3.00	Director	$0	$0	$0
BETH BURWELL	DIRECTOR	3.00	Director	$0	$0	$0
IDALIA LASTRA	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT PAYNE	DIRECTOR	3.00	Director	$0	$0	$0
JAMES WALTON	DIRECTOR	3.00	Director	$0	$0	$0
OSCAR MENENDEZ	DIRECTOR	3.00	Director	$0	$0	$0
NOLAN ALLEN	DIRECTOR	3.00	Director	$0	$0	$0
ISABEL GARCIA	DIRECTOR	3.00	Director	$0	$0	$0
BRUCE TANDY	DIRECTOR	3.00	Director	$0	$0	$0
SANDRA LILO	DIRECTOR	3.00	Director	$0	$0	$0
STEPHANIE MAZARIEGOS	DIRECTOR	3.00	Director	$0	$0	$0
DANIELLA PEINADO	DIRECTOR	3.00	Director	$0	$0	$0
GERRI FERRIS	DIRECTOR	3.00	Director	$0	$0	$0
DREW EASON	EXECUTIVE DIRECTOR/CEO	2.00	Officer	$0	$0	$0
GREG GRUBER	COO/CFO	15.00	Officer	$0	$0	$0
R JAI GILLUM	DIRECTOR OF FOUNDATION AFF	35.00	Officer	$99,303	$17,472	$116,775

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	$1,212,016	$924,583	$4,373,990	$287,433
2024	$1,014,550	$871,310	$3,855,154	$143,240
2023	$745,388	$1,087,060	$3,360,475	$-341,672
2022	$1,493,668	$1,045,848	$3,333,960	$447,820
2021	$383,015	$427,501	$3,842,364	$-44,486
2020	$328,782	$342,668	$3,322,054	$-13,886
2018	$865,690	$685,651	$3,061,973	$180,039

FLORIDA DENTAL ASSOCIATION FOUNDATION INC