SOUTHEASTERN SOCIETY OF ORAL SURGEONS (EIN 626041948) - 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

1949

Legal Domicile

Principal Officer

JW HOLDERFIELD

Phone

7702710453

Tax Period

2023-01-01 to 2023-12-31

SOUTHEASTERN SOCIETY OF ORAL SURGEONS, founded in 1949, is a small nonprofit that reported $313K in total revenue in fiscal year 2023. Expenses of $288K left a modest 8% surplus.

Mission

THE PURPOSE OF THE SOCIETY IS TO CONTRIBUTE TO PUBLIC WELFARE THROUGH THE ADVANCEMENT OF ORAL AND MAXILLOFACIAL SURGERY.

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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 $86,050

Program Service Revenue $222,899

Investment Income $4,309

Other Revenue $0

TOTAL REVENUE $313,258

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $285,955

TOTAL EXPENSES $288,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$313,258	$307,922	+0.0%
Expenses	$288,455	$309,630	-0.1%
Net Income	$24,803	$-1,708	-15.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY H WALLEN DDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN MARODA DDS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VINCENT J PERCIACCANTE DDS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
PATRICK LOUIS DDS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
KIM SWANSON DDS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN SPANN DDS	EXECUTIVE BOARD (2ND YR)	1.00	Director	$0	$0	$0
DON TILLERY DMD	EXECUTIVE BOARD (1ST YR)	1.00	Director	$0	$0	$0
JW HOLDERFIELD	EXECUTIVE DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$313,258	$288,455	$200,430	$24,803
2022	$307,922	$309,630	$144,752	$-1,708
2021	$280,782	$260,284	$220,125	$20,498
2020	$82,376	$80,060	$182,009	$2,316
2019	$286,760	$248,252	$193,008	$38,508
2018	$238,669	$256,184	$146,144	$-17,515

SOUTHEASTERN SOCIETY OF ORAL SURGEONS