SOUTHWESTERN SOCIETY OF PEDIATRIC DENTISTRY (EIN 751427674) - 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

MICHELLE JACOBI

Phone

8129894825

Tax Period

2023-01-01 to 2023-12-31

SOUTHWESTERN SOCIETY OF PEDIATRIC DENTISTRY, founded in 1998, is a small nonprofit that reported $345K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $392K exceeded revenue, resulting in a 13% operating deficit.

Mission

AN ORGANIZATION OF INDIVIDUALS WHOSE PRIMARY CONCERN IS THE PRACTICE, TEACHING, AND OR RESEARCH SPECIFICALLY RELATED TO THE SPECIALTY OF PEDIATRIC DENTISTRY. ITS' PURPOSE IS THE ADVANCEMENT OF THE SPECIALTY OF PEDIATRIC DENTISTRY FOR THE BENEFIT OF THE HEALTH OF THE PUBLIC.

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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 $336,472

Investment Income $8,760

Other Revenue $0

TOTAL REVENUE $345,232

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $44,400

Fundraising Expenses $0

Program Expenses $357,483

Other Expenses $340,394

TOTAL EXPENSES $391,794

Year-over-Year Comparison

	2023	2022	Change
Revenue	$345,232	$283,259	+0.2%
Expenses	$391,794	$226,533	+0.7%
Net Income	$-46,562	$56,726	-1.8%

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

$44,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN CURTIS	PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVID SENTELLE	PRESIDENT ELECT	0.50	Officer Director	$0	$0	$0
ELIZABETH SHICK	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
AARON BUMANN	SECRETUARY/TREASURER	0.50	Officer Director	$0	$0	$0
EMILY FOURMY	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
LESLEY MILTON	ARKANSAS REP	0.50	Director	$0	$0	$0
SUZANNE FOURNIER	LOUISIANA REP	0.50	Director	$0	$0	$0
ASHLEY POPEJOY	MISSOURI REP	0.50	Director	$0	$0	$0
JANNA MCINTOSH	OKLAHOMA REP	0.50	Director	$0	$0	$0
MARY FUSELIER	TEXAS REP	0.50	Director	$0	$0	$0
PAUL LAMBERT	AT LARGE REP	0.50	Director	$0	$0	$0
ALEXANDRA OTTO	AT LARGE REP	0.50	Director	$0	$0	$0
JEFF RHODES	AAPD TRUSTEE	0.50	Director	$0	$0	$0
JANELL PLOCHECK	CE CHAIRPERSON	0.50	Director	$0	$0	$0
RYAN ROBERTS	SKI MEETING CHAIRPERSON	0.50	Director	$0	$0	$0
MICHELLE JACOBI	EXECUTIVE DIRECTOR	10.00	Officer	$44,400	$0	$44,400

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	$345,232	$391,794	$696,773	$-46,562
2022	$283,259	$226,533	$733,667	$56,726
2021	$340,858	$142,353	$682,130	$198,505
2020	$147,721	$140,021	$477,956	$7,700
2019	$243,970	$156,660	$470,393	$87,310
2018	$254,940	$309,960	$383,083	$-55,020

SOUTHWESTERN SOCIETY OF PEDIATRIC DENTISTRY