WANADA DENTAL BENEFITS TRUST (EIN 830503132) - 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

2008

Legal Domicile

Principal Officer

JOHN O'DONNELL

Phone

2022377200

Tax Period

2023-01-01 to 2023-12-31

WANADA DENTAL BENEFITS TRUST, founded in 2008, is a community nonprofit in the Mutual Benefit sector that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 5% surplus.

Mission

TO PROVIDE DENTAL INSURANCE SERVICES TO MEMBERS.

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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 $2,538,633

Investment Income $28,084

Other Revenue $0

TOTAL REVENUE $2,566,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,065

Fundraising Expenses $0

Other Expenses $2,306,324

TOTAL EXPENSES $2,443,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,566,717	$2,310,822	+0.1%
Expenses	$2,443,389	$2,124,603	+0.2%
Net Income	$123,328	$186,219	-0.3%

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

$653,291

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE BALSIS	TRUSTEE	1.00	Director	$0	$0	$0
KATIE MATHESON	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN LANTZ	TRUSTEE	1.00	Director	$0	$0	$0
CHAD B JOY	TRUSTEE	1.00	Director	$0	$0	$0
MIKE LARKIN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN O'DONNELL	PRESIDENT	1.00	Officer	$0	$90,739	$653,291

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	$2,566,717	$2,443,389	$2,209,486	$123,328
2022	$2,310,822	$2,124,603	$2,342,223	$186,219
2021	$2,141,963	$1,988,064	$1,823,445	$153,899
2020	$2,065,237	$1,704,588	$1,712,714	$360,649
2019	$1,907,429	$1,766,420	$1,311,879	$141,009
2018	$1,502,889	$1,368,027	$1,127,916	$134,862

WANADA DENTAL BENEFITS TRUST