CALIFORNIA DENTAL ASSOCIATION (EIN 952822367) - 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

1973

Legal Domicile

Principal Officer

KEVIN ROACH

Phone

9165545307

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA DENTAL ASSOCIATION, founded in 1973, is a mid-sized nonprofit in the Community Improvement sector that reported $25.0M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $28.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

CDA IS COMMITTED TO THE SUCCESS OF OUR MEMBERS IN SERVICE TO THEIR PATIENTS AND THE PUBLIC.

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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 $0

Program Service Revenue $21,646,991

Investment Income $900,553

Other Revenue $2,465,915

TOTAL REVENUE $25,013,459

Expense Breakdown

Grants Paid $46,000

Salaries & Benefits $15,043,087

Fundraising Expenses $0

Other Expenses $13,259,455

TOTAL EXPENSES $28,348,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,013,459	$21,173,119	+0.2%
Expenses	$28,348,542	$26,263,691	+0.1%
Net Income	$-3,335,083	$-5,090,572	-0.3%

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

151

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

$2,031,151

Total Directors

$1,339,703

Key Employees

$944,813

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER DUBOIS	EXECUTIVE DIRECTOR, CDA; P	34.00	Director	$705,248	$0	$829,703
JOHN BLAKE	PRESIDENT	15.00	Director	$85,000	$0	$85,000
CARLIZA MARCOS	SECRETARY	15.00	Director	$30,000	$0	$30,000
WALLACE BELLAMY	DIRECTOR	15.00	Director	$25,000	$0	$25,000
ROBERT HANLON	DIRECTOR	15.00	Director	$25,000	$0	$25,000
KEVIN KAI	DIRECTOR	15.00	Director	$25,000	$0	$25,000
SCOTT KIM	DIRECTOR	15.00	Director	$25,000	$0	$25,000
SUNJAY LAD	DIRECTOR	15.00	Director	$25,000	$0	$25,000
LUCINDA CINDY LYON	DIRECTOR	15.00	Director	$25,000	$0	$25,000
MAX MARTINEZ	DIRECTOR	15.00	Director	$25,000	$0	$25,000
JOAN OTOMO-CORGEL	DIRECTOR	15.00	Director	$25,000	$0	$25,000
VIRENCHANDRA VIREN PATEL	DIRECTOR	15.00	Director	$25,000	$0	$25,000
LINDSEY ROBINSON	DIRECTOR	15.00	Director	$25,000	$0	$25,000
JAMES SANDERSON	DIRECTOR	15.00	Director	$25,000	$0	$25,000
ARIANE TERLET	DIRECTOR	15.00	Director	$25,000	$0	$25,000
BENSON WONG	DIRECTOR	15.00	Director	$25,000	$0	$25,000
KERRY CARNEY	DIRECTOR	15.00	Director	$40,000	$0	$40,000
DEBRA FINNEY	DIRECTOR	15.00	Director	$30,000	$0	$30,000
KEVIN ROACH	CHIEF FINANCIAL OFFICER	10.00	Officer	$365,217	$0	$429,667
CARRIE GORDON	CHIEF STRATEGIC OFFICER	40.00	Officer	$442,033	$0	$442,033
ALISON SANDMAN	CHIEF LEGAL OFFICER	20.00	Officer	$416,439	$0	$416,439
CHRISTINE DRAA	CHIEF PEOPLE OFFICER	35.00	Officer	$367,464	$0	$367,464
TRACI WARD	CHIEF MARKETING OFFICER	32.00	Officer	$325,548	$0	$325,548
STEVEN KEND	TREASURER	15.00	Officer	$50,000	$0	$50,000
ANDERS BJORK	VP, STRATEGIC INTELLIGENCE & ANALYTICS	40.00	Key Emp	$269,748	$0	$269,748
DEBORAH IRWIN	VP, MEETINGS & CONVENTIONS	40.00	Key Emp	$219,128	$0	$219,128
HEIDI STEVENS	VP, FINANCE	11.00	Key Emp	$245,262	$0	$245,262
DEANNA MCKNIGHT	VP, MEMBER PROGRAMS	40.00	Key Emp	$210,675	$0	$210,675
PRANEETH NARAYANA	SR. DIRECTOR, IT INFRASTRUCTURE & ENTERPRISE	17.00	Highest	$240,435	$0	$240,435
STEPHEN BROWN	SR. CORPORATE COUNSEL	20.00	Highest	$198,622	$0	$198,622
LESLIE O'NEILL	SR. DIRECTOR, STRATEGIC IT & PROGRAM MGMT	17.00	Highest	$212,503	$0	$212,503
TODD ROBERSON	DIRECTOR, PUBLIC AFFAIRS & CDA PAC EXECUTIVE	40.00	Highest	$206,078	$0	$206,078
BRIANNA PITTMAN-SPENCER	SR. DIRECTOR, GOVERNMENT AFFAIRS	40.00	Highest	$198,864	$0	$198,864

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	$25,013,459	$28,348,542	$234,729,305	$-3,335,083
2022	$21,173,119	$26,263,691	$227,975,863	$-5,090,572
2021	$15,890,513	$22,727,590	$252,495,901	$-6,837,077
2020	$20,978,706	$22,603,393	$255,254,129	$-1,624,687
2019	$21,892,978	$24,047,751	$249,212,099	$-2,154,773
2018	$25,529,554	$25,404,976	$246,302,387	$124,578

CALIFORNIA DENTAL ASSOCIATION