SAN DIEGO COUNTY DENTAL FOUNDATION (EIN 953497223) - 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

1978

Legal Domicile

Principal Officer

TJ Zane

Phone

6195001619

Tax Period

2024-01-01 to 2024-12-31

SAN DIEGO COUNTY DENTAL FOUNDATION, founded in 1978, is a small nonprofit in the Unknown sector that reported $362K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 18% operating margin.

Mission

PROMOTES PUBLIC UNDERSTANDING OF DENTAL HEALTH FUNDS DENTAL HEALTH PROGRAMS AND FUNDS DENTAL EDUCATIONAL PROGRAMS

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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 $286,603

Program Service Revenue $10,641

Investment Income $46,914

Other Revenue $17,429

TOTAL REVENUE $361,587

Expense Breakdown

Grants Paid $10,280

Salaries & Benefits $120,038

Fundraising Expenses $3,447

Program Expenses $242,013

Other Expenses $167,307

TOTAL EXPENSES $297,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$361,587	$264,087	+0.4%
Expenses	$297,625	$358,024	-0.2%
Net Income	$63,962	$-93,937	-1.7%

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

$82,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TJ ZANE	EXECUTIVE DIRECTOR	25.00	Officer	$82,500	$0	$82,500
GENE ST LOUIS	DIRECTOR	2.00	Director	$0	$0	$0
CHAD LUNAAS	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTY CONWAY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DOUGHERTY	TREASURER	2.00	Officer Director	$0	$0	$0
HOA AUDETTE	Director	1.00	Director	$0	$0	$0
CECILIA CHEN	Director	1.00	Director	$0	$0	$0
NICHOLAS HUSTON	Director	1.00	Director	$0	$0	$0
TOM OLINGER	Director	1.00	Director	$0	$0	$0
COLEMAN MEADOWS	PRESIDENT	5.00	Officer Director	$0	$0	$0
LAURA MALY	SECRETARY	0.00	Officer 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	$361,587	$297,625	$1,097,410	$63,962
2023	$264,087	$358,024	$1,017,263	$-93,937
2022	$255,734	$296,418	$1,037,766	$-40,684
2021	$164,606	$177,042	$1,145,767	$-12,436
2020	$114,802	$135,958	$1,038,709	$-21,156
2019	$234,055	$247,677	$1,061,351	$-13,622
2018	$270,291	$209,925	$1,018,995	$60,366

SAN DIEGO COUNTY DENTAL FOUNDATION