CALIFORNIA SOCIETY OF PERIODONTISTS

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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

1965

Legal Domicile

Principal Officer

ERIK SAHL

Phone

9513714321

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA SOCIETY OF PERIODONTISTS, founded in 1965, is a small nonprofit that reported $169K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $191K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO ADVOCATE, ENHANCE AND PROMOTE EXCELLENCE IN THE PRACTICE OF PERIODONTICS IN CALIFORNIA BY SERVING ITS MEMBERS AND ASSISTING THEM IN THEIR RESPONSIBILITES TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $75,084

EDUCATING THE PUBLIC AND MEMBERS; AND PROTECTING THE PUBLIC WAS ACHIEVED THROUGH NEWSLETTERS, BROCHURES, PEER REVIEW, DENTAL CARE COMMITTEES AND ANNUAL MEETINGS.

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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 $85,375

Program Service Revenue $81,343

Investment Income $2,305

Other Revenue $0

TOTAL REVENUE $169,023

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,071

Fundraising Expenses $0

Program Expenses $75,084

Other Expenses $103,566

TOTAL EXPENSES $190,637

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,023	$183,731	-0.1%
Expenses	$190,637	$233,309	-0.2%
Net Income	$-21,614	$-49,578	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
FLAVIA PIRIH	DIRECTOR	Director	$0	$0	$0
BOBBY SOLEIMAN DDS	DIRECTOR	Director	$0	$0	$0
PATRICK HUSTON DDS	TREASURER	Director	$0	$0	$0
PERRY KLOKKEVOLD DDS MS	IMMEDIATE PAST PRESIDENT	Director	$0	$0	$0
ERIK SAHL DDS MSD	PRESIDENT	Director	$0	$0	$0
GREGORY CONTE	DIRECTOR	Director	$0	$0	$0
LLOYD NATTKEMPER DDS	DIRECTOR	Director	$0	$0	$0
DEE NISHIMINE DDS	CO-EDITOR	Director	$0	$0	$0
STEPHEN KALLAOS	DIRECTOR	Director	$0	$0	$0
ANDREW DREYER	SECRETARY	Director	$0	$0	$0
MATTHEW WETZEL	DIRECTOR	Director	$0	$0	$0
DAVE CORRADI	CO-EDITOR	Director	$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
2024	No data	No data	No data	No data
2023	$169,023	$190,637	$108,590	$-21,614
2022	$183,731	$233,309	$129,084	$-49,578
2021	$203,051	$189,371	$176,902	$13,680
2020	$109,975	$147,999	$162,620	$-38,024
2019	$221,728	$264,844	$199,818	$-43,116
2018	$228,361	$238,282	$240,104	$-9,921