SAN JOAQUIN DENTAL SOCIETY (EIN 946104070) - 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

1960

Legal Domicile

Phone

2099511311

Tax Period

2019-01-01 to 2019-12-31

SAN JOAQUIN DENTAL SOCIETY, founded in 1960, is a small nonprofit that reported $245K in total revenue in fiscal year 2019. Expenses of $237K left a modest 3% surplus.

Mission

TO PROVIDE PROFESSIONAL DEVELOPMENT AND ADVANCEMENT FOR ITS MEMBERS. THE SOCIETY IS COMMITTED TO IMPROVING THE COMMUNITY'S ORAL HEALTH THROUGHT INFORMATION, EDUCATION, AND SERVICE, WHILE MAINTAINING THE HIGHEST STANDARDS OF ETHICS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $244,555

Investment Income $257

Other Revenue $0

TOTAL REVENUE $244,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,866

Fundraising Expenses $0

Program Expenses $142,189

Other Expenses $169,497

TOTAL EXPENSES $237,363

Year-over-Year Comparison

	2019	2018	Change
Revenue	$244,812	$229,244	+0.1%
Expenses	$237,363	$235,290	+0.0%
Net Income	$7,449	$-6,046	-2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAMERON WHEELER	President	0.00	Officer Director	$0	$0	$0
MANJEET SAMRA	Secretary	0.50	Officer Director	$0	$0	$0
JOHN REED	IMMED PAST PRES	0.50	Officer Director	$0	$0	$0
JOHN TRUEB	Treasurer	0.50	Officer Director	$0	$0	$0
MICHAEL MORENO	President Elect	0.50	Officer Director	$0	$0	$0
BRITTANY JOMAOAS	Executive Dir.	40.00	Officer	$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
2019	$244,812	$237,363	$451,736	$7,449
2018	$229,244	$235,290	$442,258	$-6,046

SAN JOAQUIN DENTAL SOCIETY