Civic Intelligence

Tri State Dental Managers

990EZ • Fiscal year 2020 • EIN 47-4469555

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 2021

Organization ProfileWWW.DENTALMANAGERS.COM
2200 State Route 125Amelia, OH 45102

(513) 257-7147

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

61st percentile

9.5%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

3.3%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-65%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$7,785

Up $251 (+3.3%) from 2019

Net Assets

Up

$7,785

Up $251 (+3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin61st percentile

Revenue

Down

$2,635

Down $4,835 (-65%) from 2019

Expenses

Down

$2,384

Down $1,058 (-31%) from 2019

Net Income

Down

$251

Down $3,777 (-94%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$15K$10K$5.0K$0Assets 2015: $475Liabilities 2015: $02015Assets 2016: $1,075Liabilities 2016: $0Net Assets 2016: $1,0752016Assets 2017: $2,206Liabilities 2017: $0Net Assets 2017: $2,2062017Assets 2018: $3,506Liabilities 2018: $0Net Assets 2018: $3,5062018Assets 2019: $7,534Liabilities 2019: $0Net Assets 2019: $7,5342019Assets 2020: $7,785Liabilities 2020: $0Net Assets 2020: $7,7852020Assets 2021: $8,118Liabilities 2021: $0Net Assets 2021: $8,1182021Assets 2022: $10,166Liabilities 2022: $0Net Assets 2022: $10,1662022Assets 2023: $9,273Liabilities 2023: $0Net Assets 2023: $9,2732023Assets 2024: $7,527Liabilities 2024: $0Net Assets 2024: $7,5272024

Highlighted filing

2020

Assets$7,785
Liabilities$0
Net Assets$7,785
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$20K$10K$0-$10KRevenue 2015: $625Expenses 2015: $150Net Income 2015: $4752015Revenue 2016: $1,393Expenses 2016: $793Net Income 2016: $6002016Revenue 2017: $2,285Expenses 2017: $1,154Net Income 2017: $1,1312017Revenue 2018: $7,683Expenses 2018: $6,383Net Income 2018: $1,3002018Revenue 2019: $7,470Expenses 2019: $3,442Net Income 2019: $4,0282019Revenue 2020: $2,635Expenses 2020: $2,384Net Income 2020: $2512020Revenue 2021: $9,400Expenses 2021: $9,067Net Income 2021: $3332021Revenue 2022: $8,422Expenses 2022: $6,374Net Income 2022: $2,0482022Revenue 2023: $11,090Expenses 2023: $11,983Net Income 2023: -$8932023Revenue 2024: $17,759Expenses 2024: $19,505Net Income 2024: -$1,7462024

Highlighted filing

2020

Revenue$2,635
Expenses$2,384
Net Income$251
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2021
Return Version
2020v4.1
Gross Receipts
$2,635
Mission and Program Overview

Mission

Education and training of dental front office employees.

Program Services

DescriptionGrantsExpenses
MEETINGS FOCUSED ON LEARNING AND EDUCATION OF DENTAL OFFICE EMPLOYEES UTILIZING ROUND TABLE DISCUSSIONS, PANELS AND EXPERTS IN THE INDUSTRY.$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN LANGPresident-$0--
CINDY SHELLEYVice President-$0--
KATHERINE FARRISSecretary-$0--
TRACY HAMMERTreasurer-$0--
OLIVIA SMITHBoard Member-$0--
ANGIE COFFEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Ohio & Kentucky Aadom Chapter
EIN
47-4469555
Phone
5132577147
Address
2200 STATE ROUTE 125, AMELIA, OH 45102

Signing Officer

Name
Dawn Lang
Title
President
Phone
5132577147
Signed
2021-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
720 EAST PETE ROSE WAY STE 100, CINCINNATI, OH 45202
Preparer
Tabitha Tolliver CPA
Phone
5132414507
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: sponsorship. Amount: 1,810. Description: guest meeting fees. Amount: 25. Total to form 990-ez, line 8: 1,835.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: speaker expenses. Amount: 1,700. Description: national membership dues. Amount: 300. Description: office expenses. Amount: 78. Description: square fees. Amount: 41. Description: meals & entertainment. Amount: 265. Total to form 990-ez, line 16: 2,384.”

Raw XML Appendix125 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0DAWN LANG
IRS990EZ/BooksInCareOfDetail/PhoneNum05132577147
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02200 STATE ROUTE 125
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMELIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07534
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07785
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0251
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07534
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07785
IRS990EZ/GrossReceiptsAmt02635
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07785
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07785
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAWN LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY SHELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHERINE FARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY HAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4OLIVIA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANGIE COFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02384
IRS990EZ/OtherRevenueTotalAmt01835
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND TRAINING OF DENTAL FRONT OFFICE EMPLOYEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS FOCUSED ON LEARNING AND EDUCATION OF DENTAL OFFICE EMPLOYEES UTILIZING ROUND TABLE DISCUSSIONS, PANELS AND EXPERTS IN THE INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt02384
IRS990EZ/TotalRevenueAmt02635
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DENTALMANAGERS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SPONSORSHIP. AMOUNT: 1,810. DESCRIPTION: GUEST MEETING FEES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 8: 1,835.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SPEAKER EXPENSES. AMOUNT: 1,700. DESCRIPTION: NATIONAL MEMBERSHIP DUES. AMOUNT: 300. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 78. DESCRIPTION: SQUARE FEES. AMOUNT: 41. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 265. TOTAL TO FORM 990-EZ, LINE 16: 2,384.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN LANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132577147
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHIO & KENTUCKY AADOM CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0474469555
ReturnHeader/Filer/PhoneNum05132577147
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 STATE ROUTE 125
ReturnHeader/Filer/USAddress/CityNm0AMELIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0720 EAST PETE ROSE WAY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132414507
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TABITHA TOLLIVER CPA
ReturnHeader/ReturnTs02021-08-11T06:19:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,785
Liabilities
$0
Net assets
$7,785
Revenue
$2,635
Expenses
$2,384
Net income
$251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$17.8$19.5$1.75
2023Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$11.1$12.0$0.89
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$8.42$6.37$2.05
2021Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$9.40$9.07$0.33
2020Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$2.64$2.38$0.25
2019Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$7.47$3.44$4.03
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$7.68$6.38$1.30
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$2.29$1.15$1.13
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.39$0.79$0.60
2015Summary only. Only limited summary data is available for this year.$0.48$0.00$0.63$0.15$0.48