Civic Intelligence

Tri State Dental Managers

990EZ • Fiscal year 2023 • EIN 47-4469555

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

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

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.00x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-8.1%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-8.8%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$9,273

Down $893 (-8.8%) from 2022

Net Assets

Down

$9,273

Down $893 (-8.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin31st percentile

Revenue

Up

$11,090

Up $2,668 (+32%) from 2022

Expenses

Up

$11,983

Up $5,609 (+88%) from 2022

Net Income

Down

-$893

Down $2,941 (-144%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2023

Assets$9,273
Liabilities$0
Net Assets$9,273
Open 2023 Filing

Operations Trend

Revenue Growth79th 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

2023

Revenue$11,090
Expenses$11,983
Net Income-$893
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$11,090
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 Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN LANGPresident-$0--
ANGIE COFFEYVice President-$0--
DEBBIE GABBARDSecretary-$0--
TRACY HAMMERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Tri-state Dental Managers
EIN
47-4469555
Phone
5132577147
Address
2200 STATE ROUTE 125, AMELIA, OH 45102

Signing Officer

Name
Dawn Lang
Title
President
Phone
5132577147
Signed
2024-05-13
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: guest meeting fees. Amount: 1,400. Description: sponsorship. Amount: 8,750. Description: vendor fees. Amount: 140. Total to form 990-ez, line 8: 10,290.”

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

“Description: meals & entertainment. Amount: 3,285. Description: miscellaneous. Amount: 368. Description: office expenses. Amount: 104. Description: speaker expenses. Amount: 6,705. Description: square fees. Amount: 151. Description: website expense. Amount: 1,370. Total to form 990-ez, line 16: 11,983.”

Raw XML Appendix115 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/BOYAmt010166
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09273
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-893
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010166
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09273
IRS990EZ/GrossReceiptsAmt011090
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010166
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09273
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010166
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAWN LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGIE COFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE GABBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY HAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011983
IRS990EZ/OtherRevenueTotalAmt010290
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/TotalExpensesAmt011983
IRS990EZ/TotalRevenueAmt011090
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DENTALMANAGERS.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GUEST MEETING FEES. AMOUNT: 1,400. DESCRIPTION: SPONSORSHIP. AMOUNT: 8,750. DESCRIPTION: VENDOR FEES. AMOUNT: 140. TOTAL TO FORM 990-EZ, LINE 8: 10,290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 3,285. DESCRIPTION: MISCELLANEOUS. AMOUNT: 368. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 104. DESCRIPTION: SPEAKER EXPENSES. AMOUNT: 6,705. DESCRIPTION: SQUARE FEES. AMOUNT: 151. DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 1,370. TOTAL TO FORM 990-EZ, LINE 16: 11,983.
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN LANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132577147
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-STATE DENTAL MANAGERS
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TABITHA TOLLIVER CPA
ReturnHeader/ReturnTs02024-05-13T10:06:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANG
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,273
Liabilities
$0
Net assets
$9,273
Revenue
$11,090
Expenses
$11,983
Net income
-$893
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