Civic Intelligence

Third District Dental Society of Ny

EIN 14-6036856 • 501(c)6 • Latham, NY

Profile

Provide services, seminars, conferences and post graduate education to its members

950 New Loudon Road 108Latham, NY 12110

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-74%

Higher net margin than 2% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$70,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 66.3% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-16%

Faster revenue growth than 12% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$591,242

Up $21,075 (+3.7%) from 2023

Liabilities

Up

$5,878

Up $51 (+0.9%) from 2023

Net Assets

Up

$585,364

Up $21,024 (+3.7%) from 2023

Revenue

Down

$105,651

Down $19,793 (-16%) from 2023

Expenses

Up

$183,881

Up $4,614 (+2.6%) from 2023

Net Income

Down

-$78,230

Down $24,407 (-45%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $447,027Liabilities 2010: $27,275Net Assets 2010: $419,7522010Assets 2011: $437,445Liabilities 2011: $7,879Net Assets 2011: $429,5662011Assets 2012: $487,390Liabilities 2012: $39,253Net Assets 2012: $448,1372012Assets 2013: $535,277Liabilities 2013: $32,737Net Assets 2013: $502,5402013Assets 2014: $528,967Liabilities 2014: $32,226Net Assets 2014: $496,7412014Assets 2015: $514,953Liabilities 2015: $20,982Net Assets 2015: $493,9712015Assets 2016: $514,317Liabilities 2016: $5,112Net Assets 2016: $509,2052016Assets 2017: $546,359Liabilities 2017: $11,531Net Assets 2017: $534,8282017Assets 2018: $509,169Liabilities 2018: $9,218Net Assets 2018: $499,9512018Assets 2019: $583,864Liabilities 2019: $15,403Net Assets 2019: $568,4612019Assets 2020: $599,326Liabilities 2020: $2,095Net Assets 2020: $597,2312020Assets 2021: $651,358Liabilities 2021: $2,512Net Assets 2021: $648,8462021Assets 2022: $535,731Liabilities 2022: $8,477Net Assets 2022: $527,2542022Assets 2023: $570,167Liabilities 2023: $5,827Net Assets 2023: $564,3402023Assets 2024: $591,242Liabilities 2024: $5,878Net Assets 2024: $585,3642024

Highlighted filing

2024

Assets$591,242
Liabilities$5,878
Net Assets$585,364

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $255,1542010Expenses 2011: $225,6842011Expenses 2012: $243,4112012Revenue 2013: $308,385Expenses 2013: $269,723Net Income 2013: $38,6622013Revenue 2014: $244,635Expenses 2014: $260,347Net Income 2014: -$15,7122014Revenue 2015: $345,313Expenses 2015: $247,591Net Income 2015: $97,7222015Revenue 2016: $209,953Expenses 2016: $244,707Net Income 2016: -$34,7542016Revenue 2017: $207,163Expenses 2017: $224,668Net Income 2017: -$17,5052017Revenue 2018: $252,226Expenses 2018: $258,258Net Income 2018: -$6,0322018Revenue 2019: $204,711Expenses 2019: $208,335Net Income 2019: -$3,6242019Revenue 2020: $130,462Expenses 2020: $162,174Net Income 2020: -$31,7122020Revenue 2021: $95,961Expenses 2021: $139,431Net Income 2021: -$43,4702021Revenue 2022: $140,339Expenses 2022: $162,523Net Income 2022: -$22,1842022Revenue 2023: $125,444Expenses 2023: $179,267Net Income 2023: -$53,8232023Revenue 2024: $105,651Expenses 2024: $183,881Net Income 2024: -$78,2302024

Highlighted filing

2024

Revenue$105,651
Expenses$183,881
Net Income-$78,230

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.91$0.06$5.85$1.06$1.84$0.78
2023Detailed filing. Detailed filing data is available for this year.$5.70$0.06$5.64$1.25$1.79$0.54
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.08$5.27$1.40$1.63$0.22
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.03$6.49$0.96$1.39$0.43
2020Detailed filing. Detailed filing data is available for this year.$5.99$0.02$5.97$1.30$1.62$0.32
2019Detailed filing. Detailed filing data is available for this year.$5.84$0.15$5.68$2.05$2.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.09$0.09$5.00$2.52$2.58$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.46$0.12$5.35$2.07$2.25$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.14$0.05$5.09$2.10$2.45$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.15$0.21$4.94$3.45$2.48$0.98
2014Detailed filing. Detailed filing data is available for this year.$5.29$0.32$4.97$2.45$2.60$0.16
2013Detailed filing. Detailed filing data is available for this year.$5.35$0.33$5.03$3.08$2.70$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.39$4.48$2.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.08$4.30$2.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.27$4.20$2.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$105,651
Mission and Program Overview

Mission

Provide services, seminars, conferences and other related education to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$537,795$535,429▼ $2,366
Cash and Non-Interest-Bearing Accounts$30,230$54,191▲ $23,961
Accounts Receivable$1,278$783▼ $495
Land, Buildings, and Equipment, Net$25$0▼ $25
Total Assets$570,167$591,242▲ $21,075
Other Assets Total$839$839→ $0
Liabilities
Deferred Revenue$5,565$5,565→ $0
Accounts Payable and Accrued Expenses$262$313▲ $51
Total Liabilities$5,827$5,878▲ $51
Net Assets / Fund Balance
Net Assets With Donor Restrictions$564,340$585,364▲ $21,024
Total Net Assets Fund Balance$564,340$585,364▲ $21,024
Total Liabilities and Net Assets / Fund Balance$570,167$591,242▲ $21,075

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$35,438$35,438
Other Securities$535,429--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paula TancrediExecutive Director Apr-decFT$70,000$70,000

Board Members and Trustees

NameTitle
Kendra Zappia DdsPresident
Mohamed Bayoumy DmdPresident-elect
Lauren Heisinger DdsVice President
Jane Shieh DdsSecretary
Gregory VallecorsaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$92,781
Investment Income
$9,956
Other Revenue
$2,914
Change in Net Assets
$-78,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,158
Salaries, Compensation, and Employee Benefits$75,723
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$35,000$35,000-$70,000
Occupancy$8,377$8,376-$16,753
Conferences and Meetings$14,285--$14,285
Office Expenses-$6,484-$6,484
Payroll Taxes$2,862$2,861-$5,723
Travel$4,208--$4,208
Advertising$3,975--$3,975
Information Technology-$2,041-$2,041
Insurance-$2,019-$2,019
Fees for Services Accounting-$630-$630
Interest$362--$362
Other Expenses$2,517$183-$183
All Other Expenses-$154-$154
Depreciation Depletion-$25-$25
Total Functional Expenses$126,108$57,773$0$183,881
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to the executive director who then provides to the treasurer

Form 990, Part VI, Section B, Line 12C

For each interest disclosed to the president, the representative of the executive comittee, the president will determine whether to (a) take no action, (b) assure full disclosure to the executive committee and other related discussions or decisions within the society, or (c) ask the person to recuse from participation in related discussions or decisions within the society or, if the person refuses to resign, become subject to possible removal in accordancewith the society's removal procedures.

Form 990, Part VI, Section C, Line 19

The society makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Third District Dental Society of Ny
EIN
14-6036856
Phone
5187821428
Address
950 NEW LOUDON ROAD 108, LATHAM, NY 12110

Signing Officer

Name
Paula Tancredi
Title
Executive Director
Phone
5187821428
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Tancredi
Formed
1868
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
0

Preparer

Firm
Lutz Selig & Zeronda Cpas Llp
Address
33 CENTURY HILL DRIVE, LATHAM, NY 12110-2113
Preparer
Mary E Mackrell CPA
Phone
5187837200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO THEN PROVIDES TO THE TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOR EACH INTEREST DISCLOSED TO THE PRESIDENT, THE REPRESENTATIVE OF THE EXECUTIVE COMITTEE, THE PRESIDENT WILL DETERMINE WHETHER TO (A) TAKE NO ACTION, (B) ASSURE FULL DISCLOSURE TO THE EXECUTIVE COMMITTEE AND OTHER RELATED DISCUSSIONS OR DECISIONS WITHIN THE SOCIETY, OR (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE SOCIETY OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCEWITH THE SOCIETY'S REMOVAL PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ SELIG & ZERONDA CPAS LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY E MACKRELL CPA
ReturnHeader/ReturnTs02025-05-14T14:00:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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