SHELL OIL DENTAL ASSISTANCE PLAN

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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

PRINCIPAL FINANCIAL GROUP

Phone

6025620883

Tax Period

2023-01-01 to 2023-12-31

SHELL OIL DENTAL ASSISTANCE PLAN, founded in 2002, is a mid-sized nonprofit that reported $26.6M in total revenue in fiscal year 2023. Expenses of $30.1M exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDES DENTAL BENEFITS TO MEMBERS DESIGNATED TO BENEFICIARIES AS DEFINED IN SECTION 419

Program Service Accomplishments

Program 1

PROVIDES DENTAL BENEFITS TO MEMBERS DESIGNATED TO BENEFICIARIES AS DEFINED IN SECTION 419

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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 $0

Program Service Revenue $26,016,169

Investment Income $540,833

Other Revenue $8,724

TOTAL REVENUE $26,565,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,800

Fundraising Expenses $0

Other Expenses $1,423,478

TOTAL EXPENSES $30,107,330

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,565,726	$27,953,317	0.0%
Expenses	$30,107,330	$28,439,967	+0.1%
Net Income	$-3,541,604	$-486,650	+6.3%

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

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
N/A	TRUSTEE	1.0		$8,800	$0	$8,800
MARVIN E ODUM	PRESIDENT	N/A	Officer	$0	$0	$0
JULIAN DALZELL	SENIOR VP	N/A	Officer	$0	$0	$0
WILLIAM C LOWRY	SENIOR VP	N/A	Officer	$0	$0	$0
T T COLES	VICE PRESIDENT	N/A	Officer	$0	$0	$0
CYNTHIA A DEERE	VP FINANCE	N/A	Officer	$0	$0	$0
BP MALNAK	VP GOVERNMENT AFFAIRS	N/A	Officer	$0	$0	$0
RICHARD S MENNITI	TREASURER	N/A	Officer	$0	$0	$0
A M NOLTE	CONTROLLER	N/A	Officer	$0	$0	$0
LYNN S BORGMEIER	ASSISTANT SECRETARY	N/A	Officer	$0	$0	$0
JOHN M ESQUIVEL	ASSISTANT SECRETARY	N/A	Officer	$0	$0	$0
HECTOR A PINDEA	ASSISTANT SECRETARY	N/A	Officer	$0	$0	$0
STEPHEN J PAUL	ASSISTANT SECRETARY	N/A	Officer	$0	$0	$0
CANDID WOFRAM	ASSISTANT SECRETARY	N/A	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
2023	$26,565,726	$30,107,330	$7,818,002	$-3,541,604
2022	$27,953,317	$28,439,967	$11,359,956	$-486,650
2021	$30,530,213	$29,500,041	$11,886,850	$1,030,172
2020	$31,421,051	$25,931,922	$10,856,431	$5,489,129
2019	$31,313,375	$30,712,388	$5,367,302	$600,987
2018	$31,342,755	$30,244,187	$4,766,315	$1,098,568