Civic Intelligence

Synergy in Periodontal Concepts Inc

EIN 46-1791387 • 501(c)3 • Sacramento, CA

Profile

Synergy in Periodontal Concepts, Inc is an advanced dental education study group of dedicated dental surgeons. The study group is open to any licensed

1102 Corporate WaySacramento, CA 95831

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

88th percentile

64%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-33%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$12,117

Up $4,728 (+64%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,117

Up $4,728 (+64%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin79th percentile

Revenue

Down

$18,000

Down $8,932 (-33%) from 2023

Expenses

Down

$13,272

Down $10,514 (-44%) from 2023

Net Income

Up

$4,728

Up $1,582 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$20K$15K$10K$5.0K$0Assets 2014: $5,631Net Assets 2014: $5,6312014Assets 2015: $5,936Liabilities 2015: $02015Assets 2016: $5,170Net Assets 2016: $5,1702016Assets 2017: $6,823Net Assets 2017: $6,8232017Assets 2018: $17,967Net Assets 2018: $17,9672018Assets 2019: $12,613Net Assets 2019: $12,6132019Assets 2023: $7,389Liabilities 2023: $0Net Assets 2023: $7,3892023Assets 2024: $12,117Liabilities 2024: $0Net Assets 2024: $12,1172024

Highlighted filing

2024

Assets$12,117
Liabilities$0
Net Assets$12,117
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$30K$20K$10K$0-$10KRevenue 2014: $11,100Expenses 2014: $7,222Net Income 2014: $3,8782014Revenue 2015: $15,415Expenses 2015: $15,110Net Income 2015: $3052015Revenue 2016: $6,000Expenses 2016: $6,766Net Income 2016: -$7662016Revenue 2017: $8,100Expenses 2017: $6,447Net Income 2017: $1,6532017Revenue 2018: $19,000Expenses 2018: $7,856Net Income 2018: $11,1442018Expenses 2019: $5,3542019Revenue 2023: $26,932Expenses 2023: $23,786Net Income 2023: $3,1462023Revenue 2024: $18,000Expenses 2024: $13,272Net Income 2024: $4,7282024

Highlighted filing

2024

Revenue$18,000
Expenses$13,272
Net Income$4,728
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$12,117
Liabilities
$0
Net assets
$12,117
Revenue
$18,000
Expenses
$13,272
Net income
$4,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$18.0$13.3$4.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$26.9$23.8$3.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$12.6$5.35
2018Detailed filing. Detailed filing data is available for this year.$18.0$18.0$19.0$7.86$11.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$6.82$8.10$6.45$1.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$5.17$6.00$6.77$0.77
2015Summary only. Only limited summary data is available for this year.$5.94$0.00$15.4$15.1$0.31
2014Detailed filing. Detailed filing data is available for this year.$5.63$5.63$11.1$7.22$3.88
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$19,000
Mission and Program Overview

Mission

Synergy in Periodontal Concepts, Inc is an advanced dental education study group of dedicated dental surgeons. The study group is open to any licensed

Program Services

DescriptionGrantsExpenses
Study Club Meetings - Provide education and informationfor dental surgeons which ultimately improves thedental care received by patients.$0$7,856
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clifton Nakatani DDSCEO-$0--
Sean AveraCFO-$0--
Mark ZablotskySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Synergy in Periodontal Concepts Inc
EIN
46-1791387
Phone
9164215555
Address
1102 Corporate Way, Sacramento, CA 95831

Signing Officer

Name
Clifton Nakatani
Title
CEO
Phone
9164215555
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Rood & Associates LLP
Address
715 University Avenue, Sacramento, CA 95825
Preparer
Keith C Rood CPA
Phone
9169294450
Supplemental Narrative

Additional Explanations

Pt V, Line 34

“The organization was granted 501c3 status in May of 2014”

Form 990EZ, Part I, Line 16

“Educational Events 5894.”

Form 990EZ, Part I, Line 16

“FTB Penalty 50.”

Form 990EZ, Part I, Line 16

“Bank Fee 25.”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Clifton Nakatani DDS
IRS990EZ/BooksInCareOfDetail/PhoneNum09164215555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01102 Corporate Way Ste 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sacramento
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095831
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06823
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017967
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01887
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06823
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017967
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019000
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06823
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017967
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06823
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017967
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Clifton Nakatani DDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sean Avera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mark Zablotsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05969
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Synergy in Periodontal Concepts, Inc is an advanced dental education study group of dedicated dental surgeons. The study group is open to any licensed
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Study Club Meetings - Provide education and informationfor dental surgeons which ultimately improves thedental care received by patients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07856
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07856
IRS990EZ/TotalProgramServiceExpensesAmt07856
IRS990EZ/TotalRevenueAmt019000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt059615
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt059615
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt059615
IRS990ScheduleA/TotalSupportAmt059615
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization was granted 501c3 status in May of 2014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Educational Events 5894.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FTB Penalty 50.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fee 25.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clifton Nakatani
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09164215555
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Synergy in Periodontal Concepts Inc
ReturnHeader/Filer/BusinessNameControlTxt0SYNE
ReturnHeader/Filer/EIN0461791387
ReturnHeader/Filer/PhoneNum09164215555
ReturnHeader/Filer/USAddress/AddressLine1Txt01102 Corporate Way
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095831
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0887E9AA49F3254D72C1FB8F928F2D6D67AEF2BAD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF98DC0E57B2149A575F01635F47F37711878E8D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.151.104.35
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:19:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rood & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0715 University Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09169294450
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith C Rood CPA
ReturnHeader/ReturnTs02019-11-15T15:19:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.