CALIFORNIA DENTAL ASSOCIATION FOUNDATION (EIN 680411536) - 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

1998

Legal Domicile

Principal Officer

KEVIN ROACH

Phone

9164430505

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA DENTAL ASSOCIATION FOUNDATION, founded in 1998, is a small nonprofit in the Science & Technology sector that reported $589K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 128% operating deficit.

Mission

THE FOUNDATION'S MISSION IS TO IMPROVE THE ORAL HEALTH OF ALL CALIFORNIANS BY SUPPORTING THE DENTAL PROFESSION AND ITS EFFORTS TO MEET COMMUNITY NEEDS.

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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 $445,410

Program Service Revenue $0

Investment Income $143,129

Other Revenue $0

TOTAL REVENUE $588,539

Expense Breakdown

Grants Paid $253,181

Salaries & Benefits $435,670

Fundraising Expenses $90,464

Program Expenses $1,087,783

Other Expenses $652,972

TOTAL EXPENSES $1,341,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$588,539	$2,304,774	-0.7%
Expenses	$1,341,823	$1,179,645	+0.1%
Net Income	$-753,284	$1,125,129	-1.7%

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

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

$190,628

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BARNES DDS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT REED DDS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA J SEIFERT ESQ	OUTSIDE DIRECTOR	1.00	Director	$0	$0	$0
JOHN E TAYLOR DDS	DIRECTOR	1.00	Director	$0	$0	$0
PRIYADARSHINI AGRAWAL DMD	DIRECTOR	1.00	Director	$0	$0	$0
GABRIELA GARCES	OUTSIDE DIRECTOR	1.00	Director	$0	$0	$0
MAX MARTINEZ DDS	DIRECTOR LIAISON	1.00	Director	$0	$0	$0
AMIR KAZIM DDS	ASSOCIATE DIRECTOR	1.00	Director	$0	$0	$0
ELISA CHAVEZ DDS	DIRECTOR	1.00	Director	$0	$0	$0
SANTOS CORTEZ JR DDS	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA NOWLEN DDS	ASSOCIATE DIRECTOR	1.00	Director	$0	$0	$0
ALMA CLARK DDS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA AKABIKE DDS	ASSOCIATE DIRECTOR	1.00	Director	$0	$0	$0
JARED FINE DDS	DIRECTOR	1.00	Director	$0	$0	$0
PETER A DUBOIS	VICE CHAIR	1.00	Officer	$0	$0	$0
ALLEN WONG DDS	SECRETARY	1.00	Officer	$0	$0	$0
KEVIN KEATING DDS MS	TREASURER	1.00	Officer	$0	$0	$0
RICHARD GRAHAM DDS	CHAIR	1.00	Officer	$0	$0	$0
MARY MCCUNE	EXECUTIVE DIRECTOR	40.00	Key Emp	$190,628	$0	$190,628

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	$588,539	$1,341,823	$3,403,608	$-753,284
2022	$2,304,774	$1,179,645	$4,082,159	$1,125,129
2021	$1,324,492	$1,585,430	$3,034,863	$-260,938
2020	$1,286,473	$1,225,445	$2,978,514	$61,028
2019	$4,300,585	$2,967,314	$2,925,336	$1,333,271
2018	$3,917,748	$3,339,471	$1,570,394	$578,277

CALIFORNIA DENTAL ASSOCIATION FOUNDATION