Santa Fe Group Inc (EIN 683654702) - 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

2002

Legal Domicile

Principal Officer

Teresa A Dolan DDS MPH

Phone

5097313240

Tax Period

2023-01-01 to 2023-12-31

Santa Fe Group Inc, founded in 2002, is a small nonprofit in the Diseases & Disorders sector that reported $586K in total revenue in fiscal year 2023. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $296K, a strong 50% operating margin.

Mission

TO BE A CATALYST FOR IMPROVING LIVES BY FOCUSING ON CRITICAL ISSUES IN ORAL HEALTH, INCLUDING: HEALTH LEADERSHIP, ORAL HEALTH EQUITY, AND ORAL HEALTH EDUCATION & PRACTICE.

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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 $586,000

Program Service Revenue $0

Investment Income $279

Other Revenue $0

TOTAL REVENUE $586,279

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $179,609

Other Expenses $285,578

TOTAL EXPENSES $290,578

Year-over-Year Comparison

	2023	2022	Change
Revenue	$586,279	$291,279	+1.0%
Expenses	$290,578	$422,418	-0.3%
Net Income	$295,701	$-131,139	-3.3%

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
TERESA A DOLAN DDS MPH	PRESIDENT	8.0	Officer Director	$0	$0	$0
STEVEN W KESS	PAST-PRESIDENT	3.0	Officer Director	$0	$0	$0
RALPH FUCCILLO MA	PRESIDENT-ELECT	8.0	Officer Director	$0	$0	$0
KATHRYN A ATCHISON DDS MPH	TREASURER	3.0	Officer Director	$0	$0	$0
STEPHEN N ABEL DDS MSD	DIRECTOR	3.0	Director	$0	$0	$0
MICHAEL ALFANO DMD PHD	DIRECTOR	3.0	Director	$0	$0	$0
PETER A DUBOIS JD	DIRECTOR	3.0	Director	$0	$0	$0
ELISA CHAVEZ DDS	DIRECTOR	3.0	Director	$0	$0	$0
RAUL GARCIA DMS MMEDSC	DIRECTOR	3.0	Director	$0	$0	$0
ANITA GLICKEN MSW	DIRECTOR	3.0	Director	$0	$0	$0
JUDITH HABER PHD APRN FAAN	DIRECTOR	3.0	Director	$0	$0	$0
RONALD INGE DDS	DIRECTOR	3.0	Director	$0	$0	$0
JUDITH JONES DDS MPH DSCD	DIRECTOR	3.0	Director	$0	$0	$0
DUSHANKA KLEINMAN DDS MSCD	DIRECTOR	3.0	Director	$0	$0	$0
David Kochman JD	DIRECTOR (AS OF 9/23)	3.0	Director	$0	$0	$0
IRA B LAMSTER DDS MMSC	DIRECTOR	3.0	Director	$0	$0	$0
NICHOLAS G MOSCA DDS DRPH	DIRECTOR	3.0	Director	$0	$0	$0
NADER NADERSHAHI DDS MBA EDD	DIRECTOR	3.0	Director	$0	$0	$0
LINDA NIESSEN DMD MPH MPP	DIRECTOR	3.0	Director	$0	$0	$0
Fotinos S Panagakos DMD PhD	DIRECTOR	3.0	Director	$0	$0	$0
Timothy L Ricks DMD MPH	DIRECTOR (AS OF 9/23)	3.0	Director	$0	$0	$0
Lisa Simon MD DMD	DIRECTOR (AS OF 9/23)	3.0	Director	$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	$586,279	$290,578	$1,104,904	$295,701
2022	$291,279	$422,418	$807,968	$-131,139
2021	$518,464	$279,575	$927,640	$238,889
2020	$273,430	$247,017	$688,751	$26,413
2019	$330,035	$374,358	$662,338	$-44,323
2018	$285,014	$178,510	$706,661	$106,504

Santa Fe Group Inc