TRI-COUNTY DENTAL SOCIETY (EIN 952134652) - 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

1947

Legal Domicile

Principal Officer

LORENA PIZANO

Phone

9517879700

Tax Period

2025-01-01 to 2025-12-31

TRI-COUNTY DENTAL SOCIETY, founded in 1947, is a small nonprofit that reported $844K in total revenue in fiscal year 2025. The organization ran a surplus of $300K, a strong 36% operating margin.

Mission

It is the mission of the TCDS to be the recognized source for serving the needs and issues of its members and the dental community.

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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 (2025)

Revenue Breakdown

Contributions & Grants $619,238

Program Service Revenue $31,125

Investment Income $193,766

Other Revenue $0

TOTAL REVENUE $844,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $229,654

Fundraising Expenses $0

Program Expenses $113,259

Other Expenses $314,679

TOTAL EXPENSES $544,333

Year-over-Year Comparison

	2025	2024	Change
Revenue	$844,129	$798,113	+0.1%
Expenses	$544,333	$709,314	-0.2%
Net Income	$299,796	$88,799	+2.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAYANT BHATT	Treasurer	1.00	Director	$0	$0	$0
LYNDA WATANABE	Past-President	1.00	Director	$0	$0	$0
BIJAL D JOSHI	Secretary	1.00	Director	$0	$0	$0
KENNETH HARRISON	Director	1.00	Director	$0	$0	$0
GARY DOUGAN	Director	1.00	Director	$0	$0	$0
THOMAS J KEPIC	Vice President	1.00	Director	$0	$0	$0
KATHERINE J COOKE	Director	1.00	Director	$0	$0	$0
SETAREH LAVASANI	President	1.00	Director	$0	$0	$0
CHONWAY D TRAM	Director	1.00	Director	$0	$0	$0
PETER ABUDE	President-Elect	1.00	Director	$0	$0	$0
LIDIA HULSHOF	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
2025	$844,129	$544,333	$3,623,842	$299,796
2024	$798,113	$709,314	$3,124,669	$88,799
2023	$756,433	$634,286	$2,812,407	$122,147
2022	$737,391	$633,344	$2,426,783	$104,047
2021	$630,854	$464,195	$2,809,469	$166,659
2020	$623,937	$357,774	$2,403,871	$266,163
2018	$544,078	$478,316	$1,382,847	$65,762

TRI-COUNTY DENTAL SOCIETY