HARBOR DENTAL SOCIETY FOUNDATION

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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

1980

Legal Domicile

Principal Officer

Kristin Avina

Phone

5625956303

Tax Period

2023-07-01 to 2024-06-30

HARBOR DENTAL SOCIETY FOUNDATION, founded in 1980, is a micro nonprofit that reported $14K in total revenue in fiscal year 2023. Revenue surged 176% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 74% operating margin.

Mission

To supply dental services to the economically disadvantaged.

Program Service Accomplishments

Program 1

Expenses: $3,661

The expenses were incurred to enable the Taxpayer to meet it's charitable objectives. Donations were made to the Children's Dental Health Clinic, the Assistance League of San Pedro, the Assistance...

The expenses were incurred to enable the Taxpayer to meet it's charitable objectives. Donations were made to the Children's Dental Health Clinic, the Assistance League of San Pedro, the Assistance League of Long Beach and the CDA Foundation.

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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 $2,784

Program Service Revenue $0

Investment Income $11,076

Other Revenue $0

TOTAL REVENUE $13,860

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,661

Other Expenses $3,661

TOTAL EXPENSES $3,661

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,860	$5,030	+1.8%
Expenses	$3,661	$2,549	+0.4%
Net Income	$10,199	$2,481	+3.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Amir Kazim DDS	Trustee	Director	$0	$0	$0
Donna Calima DDS	Trustee	Director	$0	$0	$0
Belinda Balais DMD	Trustee	Director	$0	$0	$0
Veronica A Greene DDS	Trustee	Director	$0	$0	$0
Ravipan Smith DDS	Trustee	Director	$0	$0	$0
Santos Cortez DDS	Trustee	Director	$0	$0	$0
Jonathan H Lo DDS	Secretary/Treas	Officer	$0	$0	$0
Jeffrey J McCullough DMD	Chairman	Officer	$0	$0	$0
Aarti Shah DDS	Vice Chairman	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
2025	No data	No data	No data	No data
2024	$13,860	$3,661	$212,972	$10,199
2023	$5,030	$2,549	$188,365	$2,481
2022	$11,739	$3,994	$172,227	$7,745
2021	$4,897	$1,991	$184,437	$2,906
2020	$3,366	$1,359	$152,651	$2,007
2019	$2,064	$3,185	$148,802	$-1,121