TEXAS DENTAL ASSOCIATION

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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

1938

Legal Domicile

Principal Officer

LINDA G BRADY

Phone

5124433675

Tax Period

2023-01-01 to 2023-12-31

TEXAS DENTAL ASSOCIATION, founded in 1938, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $5.3M left a modest 3% surplus.

Mission

TO ENCOURAGE THE IMPROVEMENT OF THE ORAL HEALTH OF THE PUBLIC, TO PROMOTE THE ART AND SCIENCE OF DENTISTRY, AND TO REPRESENT THE INTERESTS OF THE MEMBERS.

Program Service Accomplishments

Program 1

ANNUAL SESSION: STATEWIDE ORGANIZATION CONVENTION SERVING NEEDS OF APPROXIMATELY 1,559 MEMBERS, OFFERING EXHIBIT SPACE FOR PRODUCTS USED IN TRADE, EDUCATIONAL SEMINARS, AND ANNUAL ELECTION OF OFFICERS

Program 2

TEXAS DENTAL JOURNAL AND NEWSLETTER TDA TODAY - PUBLICATIONS OF APPROXIMATELY 8,567 AND 8,969 ISSUES PER MONTH TO KEEP MEMBERS INFORMED OF INDUSTRY DEVELOPMENTS.

Program 3

BOARD OF DIRECTORS, COUNCILS, AND COMMITTEES - SERVING MEMBERS BY COORDINATING EDUCATIONAL PROGRAMS, PUBLIC RELATIONS, LOBBYING FOR MEMBER INTERESTS, AND PEER REVIEW.

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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 $98,525

Program Service Revenue $4,654,532

Investment Income $289,881

Other Revenue $433,527

TOTAL REVENUE $5,476,465

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $2,229,363

Fundraising Expenses $0

Other Expenses $3,041,323

TOTAL EXPENSES $5,295,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,476,465	$4,391,377	+0.2%
Expenses	$5,295,686	$4,232,149	+0.3%
Net Income	$180,779	$159,228	+0.1%

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

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

$313,833

Total Directors

$34,578

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ADAM S AWTREY	DIRECTOR - NORTHWEST	2.00	Director	$0	$0	$0
DR DREW M VANDERBROOK	DIRECTOR - NORTHEAST	2.00	Director	$0	$0	$0
DR MELISSA URIEGAS	DIRECTOR - SOUTHWEST	2.00	Director	$0	$0	$0
DR MATTHEW J HECK	DIRECTOR - SOUTHEAST	2.00	Director	$0	$0	$0
DR CODY C GRAVES	PRESIDENT	2.00	Officer Director	$23,594	$0	$23,594
DR SHAILEE J GUPTA	VICE PRESIDENT-SOUTHEAST	2.00	Director	$0	$0	$0
DR JODI D DANNA	VICE PRESIDENT-NORTHEAST	2.00	Director	$0	$0	$0
DR SUMMER KETRON ROARK	VICE PRESIDENT-NORTHWEST	2.00	Director	$0	$0	$0
DR CARMEN P SMITH	SECRETARY-TREASURER	2.00	Officer Director	$7,200	$0	$7,200
DR STEPHEN A SPERRY	SENIOR DIRECTOR-NORTHWEST	2.00	Director	$0	$0	$0
DR MARK A CAMP	SENIOR DIRECTOR-NORTHEAST	2.00	Director	$0	$0	$0
DR GLEN D HALL	PARLIAMENTARIAN	2.00	Director	$0	$0	$0
DR LAJI J JAMES	SENIOR DIRECTOR-SOUTHEAST	2.00	Director	$0	$0	$0
DR GEORGANNE P MCCANDLESS	PRESIDENT-ELECT	2.00	Officer Director	$3,784	$0	$3,784
DR RICHARD M POTTER	VICE PRESIDENT-SOUTHWEST	2.00	Director	$0	$0	$0
DR KRYSTELLE ANAYA	SENIOR DIRECTOR-SOUTHWEST	2.00	Director	$0	$0	$0
DR JOHN W BAUCUM III	SPEAKER OF THE HOUSE	2.00	Officer	$0	$0	$0
DR DUC DUKE M HO	PAST PRESIDENT	2.00	Officer	$10,523	$0	$10,523
DR JACQUELINE M PLEMONS	EDITOR	2.00	Officer	$7,200	$0	$7,200
LINDA G BRADY	EXECUTIVE DIRECTOR	40.00	Officer	$224,711	$36,821	$261,532
JESS CALVERT	DIRECTOR OF PUBLIC AFFAIRS	40.00	Highest	$262,830	$41,099	$303,929
LEE ANN JOHNSON	DIRECTOR OF MEMBER SERVICE	40.00	Highest	$155,414	$27,956	$183,370
KELLY DOOLITTLE	DIRECTOR OF FINANCE	40.00	Highest	$155,964	$27,956	$183,920
DONOVAN OSIO	GENERAL MANAGER	2.00	Highest	$118,730	$33,595	$152,325
SANDRA D RHODES	SENIOR POLICY MANAGER	40.00	Highest	$113,212	$23,819	$137,031

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	$5,476,465	$5,295,686	$10,941,857	$180,779
2022	$4,391,377	$4,232,149	$10,348,887	$159,228
2021	$4,136,384	$4,395,034	$10,861,399	$-258,650
2020	$3,201,654	$3,278,049	$11,053,094	$-76,395
2019	$4,986,977	$5,124,044	$10,058,162	$-137,067
2018	$4,905,864	$4,865,666	$10,162,510	$40,198