Civic Intelligence

Montgomery-Bucks Dental Society

990EZ • Fiscal year 2014 • EIN 23-7012241

Aug 01, 2013 to Jul 31, 2014 • Filed on Jan 06, 2015

C/O 1133 Dekalb Pike19422

(610) 277-7921

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-6.0%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$139,787

Up $19,702 (+16%) from 2013

Net Assets

Up

$139,787

Up $19,702 (+16%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$157,234

Down $10,081 (-6.0%) from 2013

Expenses

Down

$137,532

Down $11,745 (-7.9%) from 2013

Net Income

Up

$19,702

Up $1,664 (+9.2%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $102,047Net Assets 2012: $102,0472012Assets 2013: $120,085Net Assets 2013: $120,0852013Assets 2014: $139,787Net Assets 2014: $139,7872014Assets 2015: $164,072Net Assets 2015: $164,0722015Assets 2016: $195,289Net Assets 2016: $195,2892016Assets 2017: $202,681Net Assets 2017: $202,6812017Assets 2018: $187,306Net Assets 2018: $187,3062018Assets 2019: $177,672Net Assets 2019: $177,6722019Assets 2020: $179,626Net Assets 2020: $179,6262020Assets 2021: $166,974Net Assets 2021: $166,9742021Assets 2022: $134,499Net Assets 2022: $134,4992022Assets 2023: $121,743Net Assets 2023: $121,7432023Assets 2024: $109,394Net Assets 2024: $109,3942024Assets 2025: $84,156Net Assets 2025: $84,1562025

Highlighted filing

2014

Assets$139,787
Liabilities-
Net Assets$139,787

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $177,985Expenses 2012: $156,492Net Income 2012: $21,4932012Revenue 2013: $167,315Expenses 2013: $149,277Net Income 2013: $18,0382013Revenue 2014: $157,234Expenses 2014: $137,532Net Income 2014: $19,7022014Revenue 2015: $139,310Expenses 2015: $115,025Net Income 2015: $24,2852015Revenue 2016: $164,810Expenses 2016: $133,593Net Income 2016: $31,2172016Revenue 2017: $153,278Expenses 2017: $145,886Net Income 2017: $7,3922017Revenue 2018: $117,047Expenses 2018: $132,422Net Income 2018: -$15,3752018Revenue 2019: $119,830Expenses 2019: $129,464Net Income 2019: -$9,6342019Revenue 2020: $103,079Expenses 2020: $101,125Net Income 2020: $1,9542020Revenue 2021: $76,529Expenses 2021: $89,181Net Income 2021: -$12,6522021Revenue 2022: $94,362Expenses 2022: $126,837Net Income 2022: -$32,4752022Revenue 2023: $109,910Expenses 2023: $122,666Net Income 2023: -$12,7562023Revenue 2024: $88,299Expenses 2024: $100,648Net Income 2024: -$12,3492024Revenue 2025: $84,592Expenses 2025: $109,830Net Income 2025: -$25,2382025

Highlighted filing

2014

Revenue$157,234
Expenses$137,532
Net Income$19,702
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jan 6, 2015
Return Version
2013v4.0
Gross Receipts
$157,234
Mission and Program Overview

Mission

Public awareness of dental hygiene

Program Services

DescriptionGrantsExpenses
VARIOUS WORKSHOPS WERE PROVIDED TO THE PUBLIC, AND EDUCATIONAL MATERIALS WERE MADE AVAILABLE TO INDIVIDUALS ON THE IMPORTANCE OF DENTAL HYGIENCE.-$76,981
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O'DAYPresidentPT$0--
JOANNE BURRELLPres ElectPT$0--
ANGELA M STOUTTreasurerPT$0--
THOMAS A HOWLEY JR DDSExec. DirectorPT$0--
PARAMPREET CHHINACorr. Sec.PT$0--
E STEVEN MORICONIRecord. Sec.PT$0--
I JAY FREEDMANDirectorPT$0--
STANLEY HELENIAKDirectorPT$0--
LAWRENCE MONTGOMERY IIIDirectorPT$0--
BRUCE TERRYDirectorPT$0--
CARY J LIMBERAKIS2nd Dist. VIPT$0--
LON KESSLERDirectorPT$0--
Filing and Contact Details

Filer

EIN
23-7012241
Phone
6102777921

Signing Officer

Name
Dr Angela Stout
Title
Treasurer
Phone
6102777921
Signed
2015-01-06
Discuss with paid preparer
Yes

Preparer

Preparer
William L Mckernan CPA
Phone
6102777921
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Insurance royalty 22,000 general meeting income 7,373 president banquet 2,510 executive meeting income 1,293 total 33,176

Form 990-ez, Part I, Line 16

Expenses ce expense 1,532 ce expense - handouts 1,270 ce honorarium expense 16,629 ce refund 441 ce room expense 29,411 committee expense 1,563 executive mtg expense 5,215 gen mtg exp - room 22,942 gen mtg exp - speaker 1,259 general mtg expense 121 social program exp 1,997 bank charge 228 bulletin expense 10,691 bulletin handling expense 3,598 consulting fees expense 2,286 delegate expense 4,978 donation 6,100 dues & memberships 45 insurance expense 2,685 operating expense 4,110 postage 77 rent 17,000 telephone 233 web expense 2,046 total 136,457

Raw XML Appendix142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0ANNE ODAY
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOANNE BURRELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2ANGELA M STOUT
CompensationExplanation/CompensationExplanationGrp/PersonNm3THOMAS A HOWLEY JR DDS
CompensationExplanation/CompensationExplanationGrp/PersonNm4PARAMPREET CHHINA
CompensationExplanation/CompensationExplanationGrp/PersonNm5E STEVEN MORICONI
CompensationExplanation/CompensationExplanationGrp/PersonNm6I JAY FREEDMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7STANLEY HELENIAK
CompensationExplanation/CompensationExplanationGrp/PersonNm8LAWRENCE MONTGOMERY III
CompensationExplanation/CompensationExplanationGrp/PersonNm9BRUCE TERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm10CARY J LIMBERAKIS
CompensationExplanation/CompensationExplanationGrp/PersonNm11LON KESSLER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DR ANGELA STOUT
IRS990EZ/BooksInCareOfDetail/PhoneNum02152330206
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10716 BETHLEHEM PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ERDENHEIM
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode019038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120085
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019702
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01075
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120085
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0139787
IRS990EZ/GrossReceiptsAmt0157234
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0290
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038596
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120085
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0139787
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120085
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0139787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNE O'DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNE BURRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA M STOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS A HOWLEY JR DDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PARAMPREET CHHINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5E STEVEN MORICONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6I JAY FREEDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STANLEY HELENIAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAWRENCE MONTGOMERY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRUCE TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CARY J LIMBERAKIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LON KESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRES ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXEC. DIR.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORR. SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORD. SEC.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt102ND DIST. VI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136457
IRS990EZ/OtherRevenueTotalAmt033176
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC AWARENESS OF DENTAL HYGIENE
IRS990EZ/ProgramServiceRevenueAmt085172
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS WORKSHOPS WERE PROVIDED TO THE PUBLIC, AND EDUCATIONAL MATERIALS WERE MADE AVAILABLE TO INDIVIDUALS ON THE IMPORTANCE OF DENTAL HYGIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076981
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137532
IRS990EZ/TotalProgramServiceExpensesAmt076981
IRS990EZ/TotalRevenueAmt0157234
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MBDS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE ROYALTY 22,000 GENERAL MEETING INCOME 7,373 PRESIDENT BANQUET 2,510 EXECUTIVE MEETING INCOME 1,293 TOTAL 33,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CE EXPENSE 1,532 CE EXPENSE - HANDOUTS 1,270 CE HONORARIUM EXPENSE 16,629 CE REFUND 441 CE ROOM EXPENSE 29,411 COMMITTEE EXPENSE 1,563 EXECUTIVE MTG EXPENSE 5,215 GEN MTG EXP - ROOM 22,942 GEN MTG EXP - SPEAKER 1,259 GENERAL MTG EXPENSE 121 SOCIAL PROGRAM EXP 1,997 BANK CHARGE 228 BULLETIN EXPENSE 10,691 BULLETIN HANDLING EXPENSE 3,598 CONSULTING FEES EXPENSE 2,286 DELEGATE EXPENSE 4,978 DONATION 6,100 DUES & MEMBERSHIPS 45 INSURANCE EXPENSE 2,685 OPERATING EXPENSE 4,110 POSTAGE 77 RENT 17,000 TELEPHONE 233 WEB EXPENSE 2,046 TOTAL 136,457
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ANGELA STOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102777921
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONTGOMERY-BUCKS DENTAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0237012241
ReturnHeader/Filer/PhoneNum06102777921
ReturnHeader/Filer/USAddress/AddressLine10C/O 1133 DEKALB PIKE
ReturnHeader/Filer/USAddress/City0BLUE BELL
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019422
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232226869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAM L MCKERNAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101133 DEKALB PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BLUE BELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0194221813
ReturnHeader/PreparerPersonGrp/PhoneNum06102777921
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L MCKERNAN CPA
ReturnHeader/ReturnTs02015-01-06T14:21:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.85$1.10$0.25
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.88$1.01$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.22$1.22$1.10$1.23$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.94$1.27$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.67$1.67$0.77$0.89$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.80$1.80$1.03$1.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.78$1.78$1.20$1.29$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.17$1.32$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.03$2.03$1.53$1.46$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.95$1.95$1.65$1.34$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.64$1.64$1.39$1.15$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.40$1.40$1.57$1.38$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$1.20$1.67$1.49$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.02$1.78$1.56$0.21