MONTEREY BAY DENTAL SOCIETY INC (EIN 942483544) - 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

1979

Legal Domicile

Principal Officer

George Lips

Phone

8316580168

Tax Period

2024-01-01 to 2024-12-31

MONTEREY BAY DENTAL SOCIETY INC, founded in 1979, is a small nonprofit that reported $210K in total revenue in fiscal year 2024. Expenses of $233K exceeded revenue, resulting in a 11% operating deficit.

Mission

To unite and involve dentists to improve the health of the public. To promote the art and science of dentistry through recruitment and continuing education of its 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 (2024)

Revenue Breakdown

Contributions & Grants $157,011

Program Service Revenue $44,299

Investment Income $8,227

Other Revenue $0

TOTAL REVENUE $209,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,042

Fundraising Expenses $0

Other Expenses $115,468

TOTAL EXPENSES $232,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,537	$205,309	+0.0%
Expenses	$232,510	$220,442	+0.1%
Net Income	$-22,973	$-15,133	+0.5%

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

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

$109,330

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Debra Diaz	Executive Dir.	36.00	Officer	$85,122	$9,748	$94,870
George Lips	Executive Dir.	36.00	Officer	$14,460	$0	$14,460
Matthew Wetzel DDS	Secretary	1.00	Officer Director	$0	$0	$0
Matthew Ronconi DDS	Director	1.00	Director	$0	$0	$0
Devin Bernhardt DDS	IMM PAST PRES	1.00	Officer Director	$0	$0	$0
Touraj Khalizadeh	Director	1.00	Director	$0	$0	$0
Richard Kent DDS	Treasurer	1.00	Officer Director	$0	$0	$0
Adriana Lalinde	Director	1.00	Director	$0	$0	$0
Joshua Sanchez	Director	1.00	Director	$0	$0	$0
Sarah Frahm DDS	President	1.00	Officer Director	$0	$0	$0
Nannette Benedict	Director	1.00	Director	$0	$0	$0
Christopher Mule DDS	President Elect	1.00	Officer Director	$0	$0	$0
Mark Reber	Director	1.00	Director	$0	$0	$0
Lindley Zerbe DDS	Vice President	1.00	Officer Director	$0	$0	$0
Carl Sackett DDS	Director	1.00	Director	$0	$0	$0
Daniel Pierre DDS	Director	1.00	Director	$0	$0	$0
Lloyd Nattkemper DDS	Director	1.00	Director	$0	$0	$0
Eric Brown DDS	Director	1.00	Director	$0	$0	$0
David Shin DDS	Director	1.00	Director	$0	$0	$0
Garrett Criswell DDS	Director	1.00	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	$209,537	$232,510	$259,357	$-22,973
2023	$205,309	$220,442	$281,522	$-15,133
2022	$225,083	$209,156	$296,887	$15,927
2021	$215,835	$196,892	$282,447	$18,943

MONTEREY BAY DENTAL SOCIETY INC