Colorado Dental Association Foundation (EIN 841167295) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Molly Pereira

Phone

3037406900

Tax Period

2023-07-01 to 2024-06-30

Colorado Dental Association Foundation, founded in 2016, is a micro nonprofit in the Health Care sector that reported $88K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $81K left a modest 8% surplus.

Mission

The primary purpose of the organization is the receiving of grants, donations, and contributions to educate the public about dental health related issues, to find clinics providing dental services at a reduced cost and to fund research.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $60,310

Program Service Revenue $0

Investment Income $19,938

Other Revenue $7,916

TOTAL REVENUE $88,164

Expense Breakdown

Grants Paid $65,082

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,082

Other Expenses $15,687

TOTAL EXPENSES $80,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,164	$145,609	-0.4%
Expenses	$80,769	$63,200	+0.3%
Net Income	$7,395	$82,409	-0.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$210,944

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Mettler	Chair	1.00	Officer Director	$0	$0	$0
Robin Wandschneider	Treasurer	1.00	Officer Director	$0	$0	$0
Dr Ken Peters	Trustee	1.00	Director	$0	$0	$0
Dr Terry Brewick	Trustee	1.00	Director	$0	$0	$0
Dr Richard Murdoch	Trustee	1.00	Director	$0	$0	$0
Dr Cal Utke	Trustee	1.00	Director	$0	$0	$0
Susan Kutis	Trustee	1.00	Director	$0	$0	$0
Jason Lewis	Trustee	1.00	Director	$0	$0	$0
Heather Huwa	Trustee	1.00	Director	$0	$0	$0
Julie Collett	Trustee	1.00	Director	$0	$0	$0
Molly Pereira	CDA Executive Director	5.00	Officer	$0	$17,470	$210,944

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
2025	No data	No data	No data	No data
2024	$88,164	$80,769	$535,197	$7,395
2021	$76,279	$103,884	$506,579	$-27,605

Colorado Dental Association Foundation